TRFK Institutional Ownership & Shareholders
PACER DATA AND DIGITAL REV (TRFK) is currently held by 134 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $509.52M 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 TRFK tracked by InsiderSet, reporting ownership valued at approximately $142.70M 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 $113.41M, representing an estimated loss of -20.52% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 69% of the total disclosed TRFK value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Jones Financial Companies Lllp, Cetera Investment Advisers, and several other long-term asset managers with concentrated positions in PACER DATA AND DIGITAL REV (TRFK).
This page ranks the largest institutional TRFK 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
134
Total Reported Value
$509.52M
Largest Holder
Lpl Financial Llc
Largest Position
$142.70M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
120
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.03% | 1,337,427 | $142,703,448 | $113,413,810 | -$29,289,638 | -20.52% | |
| Jones Financial Companies Lllp | 0.02% | 387,596 | $39,259,570 | $32,868,141 | -$6,391,429 | -16.28% | |
| Cetera Investment Advisers | 0.03% | 316,173 | $33,735,695 | $26,811,470 | -$6,924,225 | -20.52% | |
| Raymond James Financial Inc | 0.01% | 309,266 | $32,998,683 | $26,225,757 | -$6,772,926 | -20.52% | |
| Creative Financial Designs Inc | 1.30% | 255,763 | $27,289,912 | $21,688,702 | -$5,601,210 | -20.52% | |
| Bank Of America Corp | 0.00% | 180,914 | $19,303,524 | $15,341,507 | -$3,962,017 | -20.52% | |
| Envestnet Asset Management Inc | 0.00% | 166,536 | $17,769,415 | $14,122,253 | -$3,647,162 | -20.52% | |
| Osaic Holdings, Inc. | 0.02% | 155,772 | $16,621,061 | $13,209,466 | -$3,411,595 | -20.53% | |
| Rfg Advisory, Llc | 0.18% | 106,244 | $11,336,235 | $9,009,491 | -$2,326,744 | -20.52% | |
| Hbw Advisory Services Llc | 0.83% | 83,329 | $8,403,731 | $7,066,299 | -$1,337,432 | -15.91% | |
| Mml Investors Services, Llc | 0.02% | 77,989 | $8,321,450 | $6,613,467 | -$1,707,983 | -20.53% | |
| Colonial River Investments, Llc | 2.11% | 80,964 | $8,165,220 | $6,865,747 | -$1,299,473 | -15.91% | |
| Western Wealth Management, Llc | 0.25% | 70,934 | $7,568,663 | $6,015,203 | -$1,553,460 | -20.52% | |
| Synergy Investment Management, Llc | 1.59% | 61,495 | $6,561,570 | $5,214,776 | -$1,346,794 | -20.53% | |
| Jane Street Group, Llc | 0.00% | 60,000 | $6,402,000 | $5,088,000 | -$1,314,000 | -20.52% | |
| Truist Financial Corp | 0.01% | 55,132 | $5,560,016 | $4,675,194 | -$884,822 | -15.91% | |
| Stifel Financial Corp | 0.00% | 50,425 | $5,380,378 | $4,276,040 | -$1,104,338 | -20.53% | |
| Harbour Investments, Inc. | 0.07% | 50,240 | $5,355,211 | $4,260,352 | -$1,094,859 | -20.44% | |
| Commonwealth Equity Services, Llc | 0.01% | 50,993 | $5,142,602 | $4,324,206 | -$818,396 | -15.91% | |
| Janney Montgomery Scott Llc | 0.01% | 48,074 | $5,129,000 | $4,076,675 | -$1,052,325 | -20.52% | |
| Kestra Private Wealth Services, Llc | 0.05% | 50,250 | $5,067,742 | $4,261,200 | -$806,542 | -15.92% | |
| Stratos Wealth Partners, Ltd. | 0.05% | 43,275 | $4,617,539 | $3,669,720 | -$947,819 | -20.53% | |
| D.A. Davidson & Co. | 0.02% | 42,996 | $4,336,162 | $3,646,061 | -$690,101 | -15.92% | |
| Royal Bank Of Canada | 0.00% | 40,600 | $4,332,000 | $3,442,880 | -$889,120 | -20.52% | |
| J.W. Cole Advisors, Inc. | 0.07% | 40,190 | $4,288,265 | $3,408,112 | -$880,153 | -20.52% | |
| Stratos Wealth Advisors, Llc | 0.23% | 38,522 | $4,110,354 | $3,266,666 | -$843,688 | -20.53% | |
| Flow Traders U.S. Llc | 0.17% | 37,811 | $4,034,000 | $3,206,373 | -$827,627 | -20.52% | |
| Kestra Advisory Services, Llc | 0.01% | 38,160 | $3,848,438 | $3,235,968 | -$612,470 | -15.91% | |
| Steward Partners Investment Advisory, Llc | 0.02% | 34,862 | $3,719,779 | $2,956,298 | -$763,481 | -20.52% | |
| Silver Oak Securities, Incorporated | 0.19% | 28,557 | $3,047,032 | $2,421,634 | -$625,398 | -20.52% | |
| Independent Financial Group, Llc | 0.05% | 29,746 | $2,999,876 | $2,522,461 | -$477,415 | -15.91% | |
| Natixis Advisors, Llc | 0.00% | 27,750 | $2,960,000 | $2,353,200 | -$606,800 | -20.50% | |
| Arkadios Wealth Advisors | 0.04% | 23,697 | $2,528,475 | $2,009,506 | -$518,969 | -20.52% | |
| Citadel Advisors Llc | 0.00% | 22,553 | $2,406,405 | $1,912,494 | -$493,911 | -20.52% | |
| Newedge Advisors, Llc | 0.01% | 21,537 | $2,298,041 | $1,826,338 | -$471,703 | -20.53% | |
| Moors & Cabot, Inc. | 0.08% | 18,559 | $1,980,293 | $1,573,803 | -$406,490 | -20.53% | |
| Teamwork Financial Advisors, Llc | 0.20% | 17,328 | $1,747,529 | $1,469,414 | -$278,115 | -15.91% | |
| Wealthbridge Capital Management, Llc | 0.32% | 16,454 | $1,659,373 | $1,395,299 | -$264,074 | -15.91% | |
| Equitable Holdings, Inc. | 0.01% | 13,371 | $1,426,675 | $1,133,861 | -$292,814 | -20.52% | |
| Cornerstone Wealth Management, Llc | 0.06% | 13,236 | $1,412,322 | $1,122,413 | -$289,909 | -20.53% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 13,320 | $1,331,997 | $1,129,536 | -$202,461 | -15.20% | |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | 12,200 | $1,230,370 | $1,034,560 | -$195,810 | -15.91% | |
| Greenberg Financial Group | 0.43% | 11,915 | $1,201,628 | $1,010,392 | -$191,236 | -15.91% | |
| Cozad Asset Management Inc | 0.07% | 10,165 | $1,084,652 | $861,992 | -$222,660 | -20.53% | |
| Apollon Wealth Management, Llc | 0.01% | 10,373 | $1,046,117 | $879,630 | -$166,487 | -15.91% | |
| Oxenfree Capital Llc | 0.43% | 9,585 | $996,635 | $812,808 | -$183,827 | -18.44% | |
| Rubicon Advisors, Gp | 0.69% | 9,784 | $986,756 | $829,683 | -$157,073 | -15.92% | |
| Pfg Investments, Llc | 0.03% | 7,986 | $852,149 | $677,213 | -$174,936 | -20.53% | |
| Clear Creek Financial Management, Llc | 0.06% | 8,387 | $845,829 | $711,218 | -$134,611 | -15.91% | |
| Lifestyle Asset Management, Inc. | 0.20% | 8,261 | $833,163 | $700,533 | -$132,630 | -15.92% |
Frequently asked questions about TRFK
Who are the largest institutional holders of TRFK?
The largest institutional holders of TRFK reported in the latest SEC Form 13F filings include Lpl Financial Llc, Jones Financial Companies Lllp, Cetera Investment Advisers, Raymond James Financial Inc, and Creative Financial Designs Inc. InsiderSet ranks institutional holders by their latest reported TRFK position.
What is TRFK institutional ownership?
This page tracks TRFK positions reported by institutional investment managers through SEC Form 13F. PACER DATA AND DIGITAL REV (TRFK) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own TRFK?
InsiderSet currently tracks 134 institutional managers reporting TRFK 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 TRFK shareholders.
How much TRFK stock do institutions own?
Institutional investment managers disclosed approximately $509.52M in TRFK holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was TRFK institutional ownership last updated?
The latest TRFK 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 TRFK 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 TRFK position after the reporting date.
Are institutions buying or selling TRFK?
Institutional buying and selling can be analyzed by comparing TRFK positions across consecutive 13F reporting periods. InsiderSet's TRFK Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View TRFK ownership changes.
How has TRFK institutional ownership changed over time?
InsiderSet tracks TRFK institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.