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 74 institutions that hold shares in the stock, with a total of 5.07 Million shares, which have been reported (via 13F filing form) to have a value of $249 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
49,170
shares
|
$2.44 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.86%
|
|
Burt Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
46,544
shares
|
$2.31 Million
0.53% of portfolio
|
Q2 2025
Added 1.72%
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
43,201
shares
|
$2.14 Million
0.0% of portfolio
|
Q1 2025
Reduced 47.15%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
35,722
shares
|
$1.77 Million
0.0% of portfolio
|
Q1 2025
Added 119.85%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
33,923
shares
|
$1.68 Million
0.0% of portfolio
|
Q2 2025
Reduced 73.99%
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
32,575
shares
|
$1.62 Million
0.02% of portfolio
|
Q4 2022
Added 0.79%
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Apr 30, 2025 Q1 2025 |
32,278
shares
|
$1.6 Million
1.24% of portfolio
|
Q1 2025
Reduced 37.87%
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
31,341
shares
|
$1.55 Million
0.08% of portfolio
|
Q1 2025
Reduced 9.2%
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
31,303
shares
|
$1.55 Million
0.07% of portfolio
|
Q2 2025
Reduced 7.02%
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
30,348
shares
|
$1.51 Million
0.06% of portfolio
|
Q1 2025
Reduced 35.82%
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
27,229
shares
|
$1.35 Million
0.0% of portfolio
|
Q1 2025
Added 32.08%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
25,215
shares
|
$1.25 Million
0.0% of portfolio
|
Q1 2025
Added 5.11%
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jul 15, 2025 Q2 2025 |
21,035
shares
|
$1.04 Million
0.34% of portfolio
|
Q2 2025
Added 2.88%
|
|
Landmark Wealth Management, Inc.
Normal, IL |
May 06, 2025 Q1 2025 |
17,636
shares
|
$874,745
0.4% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
15,081
shares
|
$748,017
0.05% of portfolio
|
Q1 2025
Added 11.39%
|
|
Clarus Group, Inc.
|
Jul 15, 2025 Q2 2025 |
14,576
shares
|
$722,969
0.28% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
14,539
shares
|
$721,134
0.01% of portfolio
|
Q1 2025
Added 33.26%
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
13,663
shares
|
$677,684
0.03% of portfolio
|
Q1 2025
Reduced 3.16%
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
13,003
shares
|
$644,948
0.0% of portfolio
|
Q1 2025
Reduced 29.48%
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
12,888
shares
|
$639,244
0.05% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
Unified Investment Management
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
11,849
shares
|
$587,710
0.63% of portfolio
|
Q2 2025
Added 0.01%
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,660
shares
|
$528,736
0.0% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
10,508
shares
|
$521,196
0.0% of portfolio
|
Q1 2025
Added 5127.86%
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
9,449
shares
|
$468,670
0.0% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
9,067
shares
|
$449,723
0.01% of portfolio
|
Q1 2025
New holding
|