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Get Institutions for : 
Pacer Lunt Large Cap Multifactor Alternator Etf (PALC)  
$46.50 0.31 (0.67%) as of 4:30 Fri 5/24


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 53    4
Total shares held : 
4,159,903  
% of shares held : 
46.22%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -6  
Amount of shares held : 
247,267  
% of shares held change : 
  2.75%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$36.61  
Last Quarter's Ending Price : 
$40.99  
Last Quarter's Average Price
$38.11  
Change from last quarter's     
avg. price to the last closing  : 
8.39 (22.02%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
9
 542,325
 13.04%
 
Increased Positions :
14
 164,258
 3.95%
 
Unchanged Positions :
6
 1,405
 0.03%
 
Decreased Positions :
24
-438,549
-10.54%
 
Closed Positions :
5
-20,767
-0.5%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   AMERIPRISE FINANCIAL INC 906 - 2024-03-31 868,459 $40,500,000 29,092
   Geneos Wealth Management Inc. 35 - 2024-03-31 260,156 $12,131,000 -34,557
   Lunt Capital Management Inc. 2 - 2024-03-31 233,906 $10,907,000 -7,103
   Financial Enhancement Group LLC 16 - 2024-03-31 239,237 $10,859,000 2,218
   ENZI WEALTH 6 - 2024-03-31 235,563 $10,589,000 -18,070
   Ergawealth Advisors Inc. 8 - 2024-03-31 219,037 $10,214,000 2,833
   Advisor Group Holdings Inc. 777 - 2024-03-31 174,557 $8,139,000 -179,835
   Centric Wealth Management 5 - 2024-03-31 181,883 $8,076,000 -5,156
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 488 - 2024-03-31 154,794 $7,218,000 6,781
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 563 - 2024-03-31 152,496 $7,111,000 -9,219
   Equitable Holdings Inc. 207 - 2024-03-31 132,610 $6,184,000 23,153
   LPL FINANCIAL CORP 1632 - 2024-03-31 130,622 $6,091,000 6,044
   Clarus Group Inc. 7 - 2024-03-31 126,805 $5,913,000 -4,098
   Gallagher Fiduciary Advisors LLC 26 - 2024-03-31 109,658 $5,113,000 3,886
   Financial Designs Corp 11 *New 2024-03-31 98,099 $4,574,000 98,099
   Prostatis Group LLC 15 - 2023-03-31 93,618 $3,243,000 -37,428
   ADVISORY SERVICES NETWORK, LLC 333 - 2024-03-31 66,534 $3,102,000 -13,414
   Gallagher Benefit Services Inc. 26 - 2022-12-31 85,947 $3,022,000 0
   F3Logic LLC 26 *New 2022-12-31 85,947 $3,022,000 85,947
   ATRIA INVESTMENTS LLC 457 *New 2023-12-31 71,996 $2,951,000 71,996
   Alpha Financial Partners LLC 9 - 2024-03-31 62,811 $2,929,000 -2,874
   Burt Wealth Advisors 24 - 2024-03-31 52,887 $2,466,000 4,235
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1534 - 2024-03-31 52,452 $2,446,000 4,174
   Pensionmark Financial Group LLC 77 *New 2024-03-31 47,903 $2,234,000 47,903
   GeoWealth Management LLC 163 - 2024-03-31 47,582 $2,219,000 -9,881
   WEALTH BUILDERS 62 - 2024-03-31 43,405 $2,024,000 -10,376
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1406 - 2024-03-31 33,934 $1,582,000 5,454
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2089 - 2024-03-31 32,212 $1,502,000 1,274
   CLS INVESTMENT FIRM LLC 687 - 2022-12-31 32,575 $1,145,000 255
   LEAVELL T & ASSOCIATES INC 247 - 2024-03-31 24,234 $1,130,000 6,886
   Edge Financial Advisors LLC 31 - 2024-03-31 23,917 $1,128,000 0
   COMMONWEALTH EQUITY SERVICES LLC. 2226 - 2024-03-31 21,124 $985,000 -222
   Belpointe Asset Management LLC 286 - 2024-03-31 20,000 $933,000 12,760
   FINANCIAL NETWORK 1619 - 2024-03-31 16,567 $773,000 -50
   Integrated Advisors Network LLC 378 - 2024-03-31 14,588 $680,000 -3,904
   Good Life Advisors LLC 222 - 2024-03-31 12,429 $580,000 -240
   INTL FCSTONE INC. 210 - 2024-03-31 11,274 $526,000 725
   ENVESTNET ASSET MANAGEMENT INC 3375 - 2024-03-31 11,176 $521,000 11,176
   MML INVESTORS SERVICES LLC 1809 - 2024-03-31 10,167 $474,000 10,167
   WARREN AVERETT ASSET MANAGEMENT, LLC 496 - 2024-03-31 9,841 $459,000 880
   Palumbo Wealth Management LLC 81 - 2024-03-31 9,658 $450,000 477
   SILVER OAK SECURITIES Inc 245 - 2024-03-31 9,121 $425,000 -31,288
   Chicago Wealth Management Inc. 40 - 2024-03-31 8,443 $394,000 -581
   RAYMOND JAMES & ASSOCIATES 3180 - 2024-03-31 8,301 $387,000 -68
   Cornerstone Wealth Management LLC 414 - 2024-03-31 7,156 $334,000 -579
   Atria Wealth Solutions Inc. 1652 - 2024-03-31 5,440 $254,000 79
   Steward Partners Investment Advisory LLC 1734 - 2024-03-31 2,263 $106,000 -1,944
   ROYAL BANK OF CANADA 4663 - 2024-03-31 1,885 $88,000 -4,808
   FMR LLC 3699 *New 2024-03-31 603 $28,000 603
   SIMPLEX TRADING LLC 1774 *New 2024-03-31 305 $14,000 305
   Goss Wealth Management LLC 2830 - 2024-03-31 231 $11,000 0
   UBS Group AG 6007 - 2024-03-31 221 $10,000 -159
   Qube Research & Technologies Ltd 3283 - 2024-03-31 205 $10,000 -158
   VisionPoint Advisory Group LLC 485 - 2024-03-31 180 $8,000 0
   Aspire Private Capital LLC 466 - 2024-03-31 137 $6,000 -4
   Aptus Capital Advisors LLC 1055 *New 2024-03-31 125 $6,000 125
   Frazier Financial Advisors LLC 551 - 2024-03-31 120 $6,000 -664
   Caitlin John LLC 778 - 2023-12-31 19 $1,000 0
   PROEQUITIES INC. 3550 - 2024-03-31 0 $0 0
   CITADEL ADVISORS LLC 6111 *Closed 2024-03-31 0 $0 -37,452
   TUCKER ASSET MANAGEMENT LLC 1010 *Closed 2023-12-31 0 $0 -254
   GREAT VALLEY ADVISOR GROUP INC. 773 *Closed 2024-03-31 0 $0 -7,446
   Empire Financial Management Company LLC 209 *Closed 2024-03-31 0 $0 -8,859
   FLOW TRADERS U.S. LLC 983 *Closed 2024-03-31 0 $0 -5,651
   Visionary Wealth Advisors 501 *Closed 2024-03-31 0 $0 -13,734
   HARBOUR INVESTMENTS INC. 3224 - 2023-12-31 8 $0 0
   FOUNDERS FINANCIAL SECURITIES LLC 407 *Closed 2024-03-31 0 $0 -9,911

  67 Records found
  1    
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