Pacer Lunt LRG Cap Multi-FacPALCETF

13F holders, Q1 2024 (March 31)
55holders
$46.37avg. 13F price*

At the end of Q1 2024, 55 institutions reported holding Pacer Lunt LRG Cap Multi-Fac (PALC) in their 13F filings. The largest holders were Ameriprise Financial Inc. ($40.5M), Geneos Wealth Management Inc. ($12.1M) and Lunt Capital Management, Inc. ($10.9M).

Company
Pacer Lunt LRG Cap Multi-Fac
Filed as
PACER FDS TR (Q1 2024)
CUSIP
69374H816
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2024: 55Q1 2024Q2 2024: 68Q2 2024Q3 2024: 68Q3 2024Q4 2024: 80Q4 2024Q1 2025: 68Q1 2025Q2 2025: 71Q2 2025Q3 2025: 67Q3 2025Q4 2025: 73Q4 2025Q1 2026: 76Q1 2026Q2 2026: 76Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions8$8.6M
Exits6$3.4M

Ownership 55 holders

Ameriprise Financial Inc. 0.01% Add +3.5% 868,459 $40.5M
Geneos Wealth Management Inc. 0.56% Reduce -11.7% 260,156 $12.1M
Lunt Capital Management, Inc. 5.41% Reduce -3.0% 233,906 $10.9M
Financial Enhancement Group LLC 1.78% Add +0.9% 239,237 $10.9M
Enzi Wealth 4.97% Reduce -7.1% 235,563 $10.6M
Ergawealth Advisors, Inc. 5.60% Add +1.3% 219,037 $10.2M
Osaic Holdings, Inc. 0.02% Reduce -50.7% 174,557 $8.1M
Centric Wealth Management 2.57% Reduce -2.8% 181,883 $8.1M
Northwestern Mutual Wealth Management Co. 0.01% Add +4.6% 154,794 $7.2M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -5.7% 152,496 $7.1M
Equitable Holdings, Inc. 0.07% Add +21.1% 132,610 $6.2M
LPL Financial LLC 0.00% Add +4.8% 130,622 $6.1M
Clarus Group, Inc. 4.14% Reduce -3.1% 126,805 $5.9M
Gallagher Fiduciary Advisors, LLC 0.18% Add +3.7% 109,658 $5.1M
Atria Investments, Inc 0.06% Add +39.2% 100,210 $4.7M
Financial Designs Corp 3.01% New 98,099 $4.6M
Advisory Services Network, LLC 0.07% Reduce -16.8% 66,534 $3.1M
Alpha Financial Partners LLC 2.67% Reduce -4.4% 62,811 $2.9M
Burt Wealth Advisors 0.63% Add +8.7% 52,887 $2.5M
Raymond James Financial Services Advisors, Inc. 0.00% Add +8.7% 52,452 $2.4M
World Investment Advisors 0.32% New 47,903 $2.2M
GeoWealth Management, LLC 0.09% Reduce -17.2% 47,582 $2.2M
Wbi Investments, LLC 0.42% Reduce -19.3% 43,405 $2.0M
Cambridge Investment Research Advisors, Inc. 0.01% Add +19.1% 33,934 $1.6M
Susquehanna International Group, LLP 0.00% Add +4.1% 32,212 $1.5M
Leavell Investment Management, Inc. 0.07% Add +39.7% 24,234 $1.1M
Edge Financial Advisors LLC 0.99% — 23,917 $1.1M
Commonwealth Equity Services, LLC 0.00% Reduce -1.0% 21,124 $985K
Belpointe Asset Management LLC 0.07% Add +176.2% 20,000 $933K
Cetera Investment Advisers 0.00% New 17,107 $798K
Integrated Advisors Network LLC 0.03% Reduce -21.1% 14,588 $680K
Good Life Advisors, LLC 0.05% Reduce -1.9% 12,429 $580K
StoneX Group Inc. 0.05% Add +6.9% 11,274 $526K
Envestnet Asset Management Inc. 0.00% New 11,176 $521K
MML Investors Services, LLC 0.00% New 10,167 $474K
Waverly Advisors, LLC 0.01% Add +9.8% 9,841 $459K
Palumbo Wealth Management LLC 0.20% Add +5.2% 9,658 $450K
Silver Oak Securities, Incorporated 0.07% Reduce -77.4% 9,121 $425K
Chicago Wealth Management, Inc. 0.23% Reduce -6.4% 8,443 $394K
Raymond James & Associates 0.00% Reduce -0.8% 8,301 $387K
Cornerstone Wealth Management, LLC 0.03% Reduce -7.5% 7,156 $334K
Atria Wealth Solutions, Inc. 0.00% Add +1.5% 5,440 $254K
Steward Partners Investment Advisory, LLC 0.00% Reduce -46.2% 2,263 $106K
Royal Bank of Canada 0.00% Reduce -71.8% 1,885 $88K
FMR LLC 0.00% New 603 $28K
Simplex Trading, LLC 0.00% New 305 $14K
NewEdge Advisors, LLC 0.00% No change 231 $11K
UBS Group AG 0.00% Reduce -41.8% 221 $10K
Qube Research & Technologies Ltd 0.00% Reduce -43.5% 205 $10K
Balefire, LLC 0.00% No change 180 $8K
Aspire Private Capital, LLC 0.00% Reduce -2.8% 137 $6K
Aptus Capital Advisors, LLC 0.00% New 125 $6K
Frazier Financial Advisors, LLC 0.00% Reduce -84.7% 120 $6K
Harbour Investments, Inc. 0.00% No change 8 $373
Caitlin John, LLC 0.00% Reduce -84.2% 3 $151

"% of holder's portfolio" is PALC's weight in each manager's 13F, not the share of Pacer Lunt LRG Cap Multi-Fac the manager owns.