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Get Institutions for : 
Pacer Lunt Large Cap Multifactor Alternator Etf (PALC)  
$44.94 0.52 (1.16%) as of 4:30 Fri 5/3


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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  : 
6.83 (17.91%)  




 
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 950 - 2023-12-31 839,367 $34,407,000 85,327
   Advisor Group Holdings Inc. 598 - 2023-12-31 354,392 $14,527,000 -73,683
   Geneos Wealth Management Inc. - 2023-12-31 294,713 $12,080,000 -78,483
   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 - 2023-12-31 216,204 $8,862,000 -3,089
   Centric Wealth Management 5 *New 2023-12-31 187,039 $8,030,000 187,039
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 563 - 2024-03-31 152,496 $7,111,000 -9,219
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 493 - 2023-12-31 148,013 $6,067,000 9,992
   Clarus Group Inc. 7 - 2024-03-31 126,805 $5,913,000 -4,098
   LPL FINANCIAL CORP 1662 - 2023-12-31 124,578 $5,106,000 -40,766
   Financial Designs Corp 11 *New 2024-03-31 98,099 $4,574,000 98,099
   Equitable Holdings Inc. 239 - 2023-12-31 109,457 $4,487,000 401
   Gallagher Fiduciary Advisors LLC 27 - 2023-12-31 105,772 $4,336,000 26,644
   ADVISORY SERVICES NETWORK, LLC 280 - 2023-12-31 79,948 $3,277,000 1,972
   Prostatis Group LLC 15 - 2023-03-31 93,618 $3,243,000 -37,428
   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 8 - 2023-12-31 65,685 $2,692,000 -65,373
   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
   GeoWealth Management LLC 108 - 2023-12-31 57,463 $2,355,000 -42,766
   WEALTH BUILDERS 60 - 2023-12-31 53,781 $2,204,000 -4,845
   SILVER OAK SECURITIES Inc 102 - 2023-12-31 40,409 $1,656,000 27,364
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1406 - 2024-03-31 33,934 $1,582,000 5,454
   CITADEL ADVISORS LLC 2539 *New 2023-12-31 37,452 $1,535,000 37,452
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2457 - 2023-12-31 30,938 $1,268,000 2,288
   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. 2222 - 2023-12-31 21,346 $875,000 -1,415
   Integrated Advisors Network LLC 333 - 2023-12-31 18,492 $758,000 -2,599
   FINANCIAL NETWORK 1637 - 2023-12-31 16,617 $681,000 -5,818
   Visionary Wealth Advisors 295 - 2023-12-31 13,734 $563,000 -15,687
   Good Life Advisors LLC 225 *New 2023-12-31 12,669 $519,000 12,669
   Palumbo Wealth Management LLC 81 - 2024-03-31 9,658 $450,000 477
   INTL FCSTONE INC. 210 - 2023-12-31 10,549 $434,000 -7,161
   RAYMOND JAMES & ASSOCIATES 3180 - 2024-03-31 8,301 $387,000 -68
   Chicago Wealth Management Inc. 33 - 2023-12-31 9,024 $370,000 7
   WARREN AVERETT ASSET MANAGEMENT, LLC 337 - 2023-12-31 8,961 $367,000 12
   Empire Financial Management Company LLC 155 - 2023-12-31 8,859 $363,000 68
   Cornerstone Wealth Management LLC 414 - 2024-03-31 7,156 $334,000 -579
   GREAT VALLEY ADVISOR GROUP INC. 569 - 2023-12-31 7,446 $305,000 -1,596
   Belpointe Asset Management LLC 520 *New 2023-12-31 7,240 $297,000 7,240
   ROYAL BANK OF CANADA 4187 - 2023-12-31 6,693 $274,000 -3,488
   FLOW TRADERS U.S. LLC 618 *New 2023-12-31 5,651 $232,000 5,651
   Atria Wealth Solutions Inc. 1697 - 2023-12-31 5,361 $220,000 -95
   Steward Partners Investment Advisory LLC 1433 - 2023-12-31 4,207 $172,000 1,944
   Frazier Financial Advisors LLC 175 - 2023-12-31 784 $32,000 0
   UBS Group AG 5890 - 2023-12-31 380 $16,000 -1,542
   Qube Research & Technologies Ltd 3120 - 2023-12-31 363 $15,000 0
   SIMPLEX TRADING LLC 1774 *New 2024-03-31 305 $14,000 305
   Goss Wealth Management LLC 2866 - 2023-12-31 231 $9,000 0
   VisionPoint Advisory Group LLC 447 - 2023-12-31 180 $7,000 180
   Aspire Private Capital LLC 466 - 2024-03-31 137 $6,000 -4
   Caitlin John LLC 778 - 2023-12-31 19 $1,000 0
   BANK OF MONTREAL /CAN/ 3332 *Closed 2023-12-31 0 $0 -62
   Impact Partnership Wealth LLC 834 *Closed 2023-12-31 0 $0 -110
   ENVESTNET ASSET MANAGEMENT INC 4035 *Closed 2023-12-31 0 $0 -10,211
   TUCKER ASSET MANAGEMENT LLC 1010 *Closed 2023-12-31 0 $0 -254
   PROEQUITIES INC. 5890 - 2023-12-31 0 $0 0
   MML INVESTORS SERVICES LLC 2513 *Closed 2023-12-31 0 $0 -10,036
   HARBOUR INVESTMENTS INC. 3224 - 2023-12-31 8 $0 0
   Tradition Wealth Management LLC 1356 *Closed 2023-12-31 0 $0 -348
   FOUNDERS FINANCIAL SECURITIES LLC 407 *Closed 2024-03-31 0 $0 -9,911

  67 Records found
  1    
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