Pacer Lunt LRG Cap Multi-FacPALCETF

13F holders, Q2 2024 (June 30)
68holders +13
14new positions
2sold out
1famous investor
$48.61avg. 13F price*

At the end of Q2 2024, 68 institutions reported holding Pacer Lunt LRG Cap Multi-Fac (PALC) in their 13F filings, up 13 from Q1 2024. 14 opened new positions and 2 sold out. The largest holders were Ameriprise Financial Inc. ($35.8M), Geneos Wealth Management Inc. ($12.2M) and Enzi Wealth ($11.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Pacer Lunt LRG Cap Multi-Fac
Filed as
PACER FDS TR (Q2 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 → Q2 2024

InstitutionsTotal Value
New Positions14$7.2M
Exits2$7K

All 13F filers, Q1 2024 → Q2 2024: 396,380 shares bought and 320,828 shares sold, net +75,552 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 68 holders

Ameriprise Financial Inc. 0.01% Reduce -15.2% 736,407 $35.8M
Geneos Wealth Management Inc. 0.54% Reduce -3.5% 251,092 $12.2M
Enzi Wealth 5.11% Reduce -1.1% 233,079 $11.6M
Lunt Capital Management, Inc. 5.66% Add +0.9% 235,919 $11.5M
Financial Enhancement Group LLC 1.82% Reduce -0.9% 236,958 $11.3M
Ergawealth Advisors, Inc. 5.54% Reduce -4.4% 209,412 $10.2M
Osaic Holdings, Inc. 0.02% Add +10.9% 193,569 $9.4M
Northwestern Mutual Wealth Management Co. 0.01% Add +23.1% 190,470 $9.3M
Centric Wealth Management 2.52% Add +0.5% 182,756 $8.7M
LPL Financial LLC 0.00% Add +14.4% 149,449 $7.3M
Equitable Holdings, Inc. 0.07% Add +9.5% 145,193 $7.1M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -11.0% 135,772 $6.6M
Gallagher Fiduciary Advisors, LLC 1.48% Add +23.4% 135,329 $6.6M
Atria Investments, Inc 0.08% Add +34.3% 134,542 $6.5M
Financial Designs Corp 3.23% Reduce -1.6% 96,570 $4.7M
Advisory Services Network, LLC 0.07% Add +6.9% 71,141 $3.5M
Raymond James Financial Services Advisors, Inc. 0.00% Add +9.2% 57,255 $2.8M
Alpha Financial Partners LLC 2.28% Reduce -13.7% 54,222 $2.6M
World Investment Advisors 0.16% Add +10.9% 53,144 $2.6M
Burt Wealth Advisors 0.61% Reduce -9.6% 47,795 $2.3M
Edge Financial Advisors LLC 2.18% Add +81.3% 43,366 $2.1M
Wbi Investments, LLC 0.49% Reduce -4.0% 41,648 $2.0M
Cambridge Investment Research Advisors, Inc. 0.01% Add +3.1% 34,985 $1.7M
Citadel Advisors 0.00% New 34,192 $1.7M
Susquehanna International Group, LLP 0.00% Reduce -1.9% 31,589 $1.5M
Belpointe Asset Management LLC 0.11% Add +56.5% 31,294 $1.5M
Royal Bank of Canada 0.00% Add +1500.8% 30,175 $1.5M
Leavell Investment Management, Inc. 0.08% Add +21.0% 29,322 $1.4M
GeoWealth Management, LLC 0.06% Reduce -43.1% 27,061 $1.3M
Commonwealth Equity Services, LLC 0.00% Reduce -2.4% 20,617 $1.0M
Clarus Group, Inc. 0.42% Reduce -84.5% 19,643 $955K
Old Mission Capital LLC 0.02% New 18,803 $915K
Landmark Wealth Management, Inc. 0.49% New 18,202 $885K
Cetera Investment Advisers 0.00% Add +3.8% 17,751 $863K
Morgan Stanley 0.00% New 17,340 $843K
Palumbo Wealth Management LLC 0.36% Add +78.9% 17,282 $841K
Integrated Advisors Network LLC 0.04% Reduce -1.3% 14,403 $701K
Waverly Advisors, LLC 0.01% Add +40.4% 13,816 $672K
StoneX Group Inc. 0.05% Add +12.4% 12,675 $618K
Good Life Advisors, LLC 0.05% Reduce -3.9% 11,944 $581K
Sanctuary Advisors, LLC 0.00% — 12,786 $576K
CreativeOne Wealth, LLC 0.03% New 11,479 $558K
Envestnet Asset Management Inc. 0.00% Add +1.4% 11,332 $551K
Raymond James & Associates 0.00% Add +29.4% 10,737 $522K
MML Investors Services, LLC 0.00% Reduce -3.2% 9,843 $479K
Chicago Wealth Management, Inc. 0.24% Add +2.7% 8,670 $422K
Regal Investment Advisors LLC 0.03% New 8,576 $417K
Orion Porfolio Solutions, LLC 0.00% New 8,434 $410K
Orion Portfolio Solutions, LLC 0.00% New 8,434 $410K
Freedom Investment Management, Inc. 0.03% New 7,767 $378K
Silver Oak Securities, Incorporated 0.06% Reduce -17.2% 7,553 $367K
Cornerstone Wealth Management, LLC 0.03% No change 7,156 $348K
L.M. Kohn & Company 0.08% New 6,200 $302K
Atria Wealth Solutions, Inc. 0.00% Reduce -0.1% 5,435 $264K
Avantax Advisory Services, Inc. 0.00% New 4,217 $205K
International Assets Investment Management, LLC 0.01% New 3,178 $155K
Harbour Investments, Inc. 0.00% Add +32562.5% 2,613 $127K
Steward Partners Investment Advisory, LLC 0.00% No change 2,263 $110K
EverSource Wealth Advisors, LLC 0.00% New 796 $39K
FMR LLC 0.00% Add +22.1% 736 $36K
UBS Group AG 0.00% Add +141.6% 534 $26K
Wells Fargo & Company 0.00% New 438 $21K
Simplex Trading, LLC 0.00% Reduce -3.6% 294 $14K
NewEdge Advisors, LLC 0.00% No change 231 $11K
Balefire, LLC 0.00% No change 180 $9K
Aptus Capital Advisors, LLC 0.00% No change 125 $6K
Frazier Financial Advisors, LLC 0.00% No change 120 $6K
Qube Research & Technologies Ltd 0.00% Reduce -49.8% 103 $5K

"% 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.