QDPL Institutional Ownership & Shareholders
PACER MET US LRG CAP DVD 400 (QDPL) is currently held by 194 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.02B 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 QDPL tracked by InsiderSet, reporting ownership valued at approximately $155.95M 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 $156.47M, representing an estimated gain of +0.33% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 65% of the total disclosed QDPL value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Bank Of America Corp, Morgan Stanley, and several other long-term asset managers with concentrated positions in PACER MET US LRG CAP DVD 400 (QDPL).
This page ranks the largest institutional QDPL 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
194
Total Reported Value
$1.02B
Largest Holder
Lpl Financial Llc
Largest Position
$155.95M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
33
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.04% | 3,460,154 | $155,949,152 | $156,468,164 | +$519,012 | +0.33% | |
| Bank Of America Corp | 0.01% | 2,746,367 | $123,778,774 | $124,190,716 | +$411,942 | +0.33% | |
| Morgan Stanley | 0.01% | 2,618,686 | $118,024,189 | $118,416,981 | +$392,792 | +0.33% | |
| Raymond James Financial Inc | 0.02% | 1,449,779 | $65,341,522 | $65,559,006 | +$217,484 | +0.33% | |
| Stratos Wealth Partners, Ltd. | 0.49% | 1,073,470 | $48,381,302 | $48,542,313 | +$161,011 | +0.33% | |
| Advisory Resource Group | 6.48% | 984,037 | $45,066,906 | $44,498,153 | -$568,753 | -1.26% | |
| Royal Bank Of Canada | 0.01% | 680,663 | $30,678,000 | $30,779,581 | +$101,581 | +0.33% | |
| Mml Investors Services, Llc | 0.05% | 562,152 | $25,336,200 | $25,420,513 | +$84,313 | +0.33% | |
| Commonwealth Equity Services, Llc | 0.03% | 494,838 | $22,662,607 | $22,376,574 | -$286,033 | -1.26% | |
| Wells Fargo & Company/Mn | 0.00% | 496,010 | $22,355,184 | $22,429,572 | +$74,388 | +0.33% | |
| Osaic Holdings, Inc. | 0.02% | 456,751 | $20,588,548 | $20,654,280 | +$65,732 | +0.32% | |
| Cetera Investment Advisers | 0.02% | 371,287 | $16,733,908 | $16,789,598 | +$55,690 | +0.33% | |
| Prospera Financial Services Inc | 0.23% | 350,355 | $15,797,098 | $15,843,053 | +$45,955 | +0.29% | |
| Envestnet Asset Management Inc | 0.00% | 261,021 | $11,764,200 | $11,803,370 | +$39,170 | +0.33% | |
| Private Advisor Group, Llc | 0.05% | 258,897 | $11,668,482 | $11,707,322 | +$38,840 | +0.33% | |
| Modern Wealth Management, Llc | 0.12% | 226,587 | $10,212,257 | $10,246,264 | +$34,007 | +0.33% | |
| Ausdal Financial Partners, Inc. | 0.33% | 186,206 | $8,392,317 | $8,420,235 | +$27,918 | +0.33% | |
| Truist Financial Corp | 0.01% | 180,280 | $8,256,448 | $8,152,262 | -$104,186 | -1.26% | |
| Onyx Bridge Wealth Group Llc | 0.72% | 180,084 | $8,247,494 | $8,143,398 | -$104,096 | -1.26% | |
| Independent Financial Group, Llc | 0.14% | 170,866 | $7,825,306 | $7,726,561 | -$98,745 | -1.26% | |
| Kestra Advisory Services, Llc | 0.02% | 155,860 | $7,167,443 | $7,047,989 | -$119,454 | -1.67% | |
| Stillwater Wealth Management Group | 3.94% | 157,302 | $7,089,581 | $7,113,196 | +$23,615 | +0.33% | |
| Gladstone Institutional Advisory Llc | 0.22% | 152,649 | $6,879,892 | $6,902,788 | +$22,896 | +0.33% | |
| Janney Montgomery Scott Llc | 0.01% | 150,899 | $6,801,000 | $6,823,653 | +$22,653 | +0.33% | |
| Steward Partners Investment Advisory, Llc | 0.03% | 148,538 | $6,694,623 | $6,716,888 | +$22,265 | +0.33% | |
| Blackdiamond Wealth Management, Llc | 2.41% | 127,615 | $5,969,815 | $5,770,750 | -$199,065 | -3.33% | |
| Empire Financial Management Company, Llc | 2.32% | 129,983 | $5,858,342 | $5,877,831 | +$19,489 | +0.33% | |
| Benchmark Financial Wealth Advisors, Llc | 1.36% | 124,468 | $5,700,398 | $5,628,443 | -$71,955 | -1.26% | |
| Fearless Solutions, Llc Dba Best Invest | 2.51% | 107,626 | $4,929,045 | $4,866,848 | -$62,197 | -1.26% | |
| Cassady Wealth & Retirement Planning, Llc | 2.26% | 107,611 | $4,850,026 | $4,866,169 | +$16,143 | +0.33% | |
| Safe Harbor Fiduciary, Llc | 3.68% | 104,689 | $4,718,333 | $4,734,037 | +$15,704 | +0.33% | |
| Rockefeller Capital Management L.P. | 0.01% | 101,196 | $4,560,931 | $4,576,083 | +$15,152 | +0.33% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 89,295 | $4,153,087 | $4,037,920 | -$115,167 | -2.77% | |
| Southern Capital Services Inc | 2.30% | 88,114 | $4,035,440 | $3,984,515 | -$50,925 | -1.26% | |
| Code Waechter Llc | 1.88% | 86,818 | $3,976,076 | $3,925,910 | -$50,166 | -1.26% | |
| Lifestyle Asset Management, Inc. | 0.94% | 85,067 | $3,895,910 | $3,846,730 | -$49,180 | -1.26% | |
| Harbour Investments, Inc. | 0.05% | 78,748 | $3,549,163 | $3,560,985 | +$11,822 | +0.33% | |
| Benjamin Edwards Inc | 0.03% | 78,099 | $3,520,693 | $3,531,637 | +$10,944 | +0.31% | |
| Foundations Investment Advisors, Llc | 0.04% | 76,817 | $3,462,142 | $3,473,665 | +$11,523 | +0.33% | |
| Stifel Financial Corp | 0.00% | 76,296 | $3,438,655 | $3,450,105 | +$11,450 | +0.33% | |
| Channel Wealth Llc | 0.74% | 73,022 | $3,291,084 | $3,302,055 | +$10,971 | +0.33% | |
| Capital Asset Advisory Services Llc | 0.11% | 69,362 | $3,182,325 | $3,136,550 | -$45,775 | -1.44% | |
| Level Four Advisory Services, Llc | 0.09% | 69,484 | $3,131,677 | $3,142,066 | +$10,389 | +0.33% | |
| Newedge Advisors, Llc | 0.01% | 67,138 | $3,025,900 | $3,035,980 | +$10,080 | +0.33% | |
| Guardian Financial Partners, Llc | 1.16% | 66,004 | $2,974,787 | $2,984,701 | +$9,914 | +0.33% | |
| West Michigan Advisors, Llc | 0.56% | 65,419 | $2,948,442 | $2,958,247 | +$9,805 | +0.33% | |
| Capital Investment Advisory Services, Llc | 0.18% | 62,184 | $2,847,911 | $2,811,960 | -$35,951 | -1.26% | |
| Geneos Wealth Management Inc. | 0.06% | 62,179 | $2,802,408 | $2,811,734 | +$9,326 | +0.33% | |
| Spinnaker Investment Group, Llc | 0.42% | 58,367 | $2,673,092 | $2,639,356 | -$33,736 | -1.26% | |
| Integrated Wealth Concepts Llc | 0.02% | 59,022 | $2,660,123 | $2,668,975 | +$8,852 | +0.33% |
Frequently asked questions about QDPL
Who are the largest institutional holders of QDPL?
The largest institutional holders of QDPL reported in the latest SEC Form 13F filings include Lpl Financial Llc, Bank Of America Corp, Morgan Stanley, Raymond James Financial Inc, and Stratos Wealth Partners, Ltd.. InsiderSet ranks institutional holders by their latest reported QDPL position.
What is QDPL institutional ownership?
This page tracks QDPL positions reported by institutional investment managers through SEC Form 13F. PACER MET US LRG CAP DVD 400 (QDPL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own QDPL?
InsiderSet currently tracks 194 institutional managers reporting QDPL 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 QDPL shareholders.
How much QDPL stock do institutions own?
Institutional investment managers disclosed approximately $1.02B in QDPL holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was QDPL institutional ownership last updated?
The latest QDPL 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 QDPL 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 QDPL position after the reporting date.
Are institutions buying or selling QDPL?
Institutional buying and selling can be analyzed by comparing QDPL positions across consecutive 13F reporting periods. InsiderSet's QDPL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View QDPL ownership changes.
How has QDPL institutional ownership changed over time?
InsiderSet tracks QDPL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.