PEXL Institutional Ownership & Shareholders
PACER US EXPORT LEADERS ETF (PEXL) is currently held by 22 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $20.98M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of PEXL tracked by InsiderSet, reporting ownership valued at approximately $4.97M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $4.54M, representing an estimated loss of -8.66% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 93% of the total disclosed PEXL value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Cwm, Llc, Visionary Horizons, Llc, and several other long-term asset managers with concentrated positions in PACER US EXPORT LEADERS ETF (PEXL).
This page ranks the largest institutional PEXL shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
22
Total Reported Value
$20.98M
Largest Holder
Lpl Financial Llc
Largest Position
$4.97M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
28
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.00% | 65,575 | $4,971,798 | $4,541,292 | -$430,506 | -8.66% | |
| Cwm, Llc | 0.01% | 58,258 | $3,418,672 | $4,034,565 | +$615,893 | +18.02% | |
| Visionary Horizons, Llc | 1.36% | 46,246 | $3,414,690 | $3,202,693 | -$211,997 | -6.21% | |
| Harbour Investments, Inc. | 0.02% | 22,645 | $1,716,887 | $1,568,243 | -$148,644 | -8.66% | |
| Thoroughbred Financial Services, Llc | 0.08% | 20,736 | $1,572,000 | $1,436,039 | -$135,961 | -8.65% | |
| Osaic Holdings, Inc. | 0.00% | 16,479 | $1,249,384 | $1,141,227 | -$108,157 | -8.66% | |
| Mml Investors Services, Llc | 0.00% | 15,769 | $1,195,558 | $1,092,057 | -$103,501 | -8.66% | |
| Cetera Investment Advisers | 0.00% | 10,296 | $780,648 | $713,033 | -$67,615 | -8.66% | |
| Goldman Sachs Group Inc | 0.00% | 8,136 | $616,859 | $563,446 | -$53,413 | -8.66% | |
| Signature Equity Partners, Llc | 0.19% | 7,297 | $538,791 | $505,342 | -$33,449 | -6.21% | |
| Western Wealth Management, Llc | 0.02% | 6,578 | $498,737 | $455,549 | -$43,188 | -8.66% | |
| Willner & Heller, Llc | 0.22% | 4,650 | $343,335 | $322,028 | -$21,307 | -6.21% | |
| Kestra Advisory Services, Llc | 0.00% | 4,012 | $296,229 | $277,845 | -$18,384 | -6.21% | |
| Susquehanna International Group, Llp | 0.00% | 3,086 | $233,976 | $213,716 | -$20,260 | -8.66% | |
| Assetmark, Inc | 0.00% | 670 | $49,470 | $46,400 | -$3,070 | -6.21% | |
| Geneos Wealth Management Inc. | 0.00% | 419 | $31,769 | $29,017 | -$2,752 | -8.66% | |
| Kozak & Associates, Inc. | 0.00% | 292 | $21,115 | $20,222 | -$893 | -4.23% | |
| Creative Financial Designs Inc | 0.00% | 255 | $19,334 | $17,660 | -$1,674 | -8.66% | |
| Abound Wealth Management | 0.00% | 100 | $7,384 | $6,925 | -$459 | -6.21% | |
| Farther Finance Advisors, Llc | 0.00% | 41 | $3,039 | $2,839 | -$200 | -6.57% | |
| Cambridge Investment Research Advisors, Inc. | 0.01% | 33,651 | $2,485 | $2,330,446 | +$2,327,961 | +93680.53% | |
| Morgan Stanley | 0.00% | 19 | $1,452 | $1,316 | -$136 | -9.38% |
Frequently asked questions about PEXL
Who are the largest institutional holders of PEXL?
The largest institutional holders of PEXL reported in the latest SEC Form 13F filings include Lpl Financial Llc, Cwm, Llc, Visionary Horizons, Llc, Harbour Investments, Inc., and Thoroughbred Financial Services, Llc. InsiderSet ranks institutional holders by their latest reported PEXL position.
What is PEXL institutional ownership?
This page tracks PEXL positions reported by institutional investment managers through SEC Form 13F. PACER US EXPORT LEADERS ETF (PEXL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PEXL?
InsiderSet currently tracks 22 institutional managers reporting PEXL holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of PEXL shareholders.
How much PEXL stock do institutions own?
Institutional investment managers disclosed approximately $20.98M in PEXL holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PEXL institutional ownership last updated?
The latest PEXL institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional PEXL holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its PEXL position after the reporting date.
Are institutions buying or selling PEXL?
Institutional buying and selling can be analyzed by comparing PEXL positions across consecutive 13F reporting periods. InsiderSet's PEXL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PEXL ownership changes.
How has PEXL institutional ownership changed over time?
InsiderSet tracks PEXL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.