Institutional Ownership Pacer Fds Tr Lunt Large Cap Mu (PALC)
This table provides information about the institutional ownership of Pacer Fds Tr Lunt Large Cap Mu (PALC). We have compiled data on the 83 institutions that hold shares in the stock, with a total of 5.71 Million shares, which have been reported (via 13F filing form) to have a value of $272 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Unified Investment Management
Atlanta, GA |
Feb 06, 2025 Q4 2024 |
12,297
shares
|
$586,443
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
12,177
shares
|
$580,721
0.02% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Blue Barn Wealth, LLC
|
Feb 06, 2025 Q4 2024 |
10,934
shares
|
$521,442
0.28% of portfolio
|
Q4 2024
Reduced 12.14%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
10,910
shares
|
$520,297
0.01% of portfolio
|
Q4 2024
Added 5.83%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,660
shares
|
$508,375
0.0% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
9,489
shares
|
$452,530
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
Feb 07, 2025 Q4 2024 |
8,947
shares
|
$426,682
0.24% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
7,868
shares
|
$375,224
0.0% of portfolio
|
Q4 2024
Added 3.9%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
7,810
shares
|
$372,458
0.0% of portfolio
|
Q4 2024
Reduced 4.45%
|
|
|
L.M. Kohn & Company
|
Jan 30, 2025 Q4 2024 |
7,775
shares
|
$370,789
0.1% of portfolio
|
Q4 2024
Added 6.51%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
7,606
shares
|
$362,730
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
7,116
shares
|
$339,362
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
6,813
shares
|
$324,911
0.03% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
6,510
shares
|
$310,461
0.02% of portfolio
|
Q4 2024
Reduced 4.14%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
5,367
shares
|
$255,952
0.0% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Feb 13, 2025 Q4 2024 |
5,000
shares
|
$238,450
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
4,294
shares
|
$204,780
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
2,128
shares
|
$101,484
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
2,081
shares
|
$99,242
0.0% of portfolio
|
Q3 2024
Reduced 8.04%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,582
shares
|
$75,445
0.0% of portfolio
|
Q4 2024
Reduced 68.26%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
891
shares
|
$42,491
0.01% of portfolio
|
Q4 2024
Reduced 48.11%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
735
shares
|
$35,052
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
386
shares
|
$18,408
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
290
shares
|
$13,830
0.0% of portfolio
|
Q4 2024
Reduced 33.79%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
245
shares
|
$11,684
0.0% of portfolio
|
Q4 2024
New holding
|