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ALTL Institutional Ownership

Pacer Lunt Large Cap Alternator ETF
1W: +0.4% 1M: -4.0% 3M: -10.5% YTD: +3.5% 1Y: +3.0% 3Y: +33.7% 5Y: +9.7%
$44.26
+0.59 (+1.35%)
 
Weekly Expected Move ±1.2%
$43 $44 $44 $45 $45
ETF AMEX · AUM $101.0M

Institutional Ownership — ALTL

45
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
68M
Total Invested
5
New Positions
8
Increased
25
Reduced
6
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (52 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Geneos Wealth Management Inc. 281,027 $12M -4,549 -1.6% 25Q SEC ↗
2 Lunt Capital Management, Inc. 204,476 $9M -8,258 -3.9% 13Q SEC ↗
3 BANK OF AMERICA CORP /DE 153,623 $7M -671 -0.4% 15Q SEC ↗
4 Soltis Investment Advisors LLC 101,376 $4M -636 -0.6% 24Q SEC ↗
5 MORGAN STANLEY 93,459 $4M -920 -1.0% 18Q SEC ↗
6 GOLDMAN SACHS GROUP INC 86,868 $4M -466 -0.5% 14Q SEC ↗
7 LPL Financial LLC 52,711 $2M -10,006 -16.0% 22Q SEC ↗
8 SUSQUEHANNA INTERNATIONAL GROUP, LLP 43,945 $2M +23,901 +119.2% 14Q SEC ↗
9 WBI INVESTMENTS, LLC 34,421 $2M +121 +0.4% 10Q SEC ↗
10 MILLINGTON SECURITIES, LLC NEW 34,300 $2M — +0.0% 1Q SEC ↗
11 ENVESTNET ASSET MANAGEMENT INC 33,183 $1M +2,157 +7.0% 20Q SEC ↗
12 ROYAL BANK OF CANADA 29,933 $1M +2,194 +7.9% 19Q SEC ↗
13 Steward Partners Investment Advisory, 28,809 $1M +513 +1.8% 3Q SEC ↗
14 Summit Financial, LLC NEW 28,220 $1M — +0.0% 1Q SEC ↗
15 Cetera Investment Advisers 27,454 $1M +11 +0.0% 4Q SEC ↗
16 GeoWealth Management, LLC 20,069 $888K +131 +0.7% 15Q SEC ↗
17 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 19,203 $850K -5,252 -21.5% 18Q SEC ↗
18 OSAIC HOLDINGS, INC. 16,165 $715K -240 -1.5% 24Q SEC ↗
19 CITADEL ADVISORS LLC NEW 10,617 $470K — +0.0% 1Q SEC ↗
20 Cambridge Investment Research Advisors 8,993 $398K -113 -1.2% 21Q SEC ↗
21 Atria Investments, Inc 7,248 $321K +1,318 +22.2% 9Q SEC ↗
22 UBS Group AG 6,436 $285K -1,206 -15.8% 17Q SEC ↗
23 Integrated Advisors Network LLC 5,728 $254K -427 -6.9% 21Q SEC ↗
24 RAYMOND JAMES FINANCIAL INC 5,700 $252K -1,483 -20.6% 7Q SEC ↗
25 INDEPENDENT FINANCIAL GROUP, LLC 5,639 $250K -2,611 -31.6% 19Q SEC ↗
26 Ergawealth Advisors, Inc. 5,572 $247K -6,092 -52.2% 15Q SEC ↗
27 Trilogy Capital Inc. 5,262 $233K -48 -0.9% 15Q SEC ↗
28 Kestra Advisory Services, LLC 4,531 $201K -3,087 -40.5% 15Q SEC ↗
29 Tower Research Capital LLC (TRC) 958 $42K -94 -8.9% 14Q SEC ↗
30 IFP Advisors, Inc 824 $36K -727 -46.9% 5Q SEC ↗
31 Integrated Wealth Concepts LLC NEW 732 $32K — +0.0% 1Q SEC ↗
32 Ameritas Advisory Services, LLC NEW 570 $25K — +0.0% 1Q SEC ↗
33 CWM, LLC 400 $18K — +0.0% 18Q SEC ↗
34 CREATIVE FINANCIAL DESIGNS INC /ADV NEW 290 $13K — +0.0% 1Q SEC ↗
35 Capital Investment Advisory Services, 202 $9K — +0.0% 12Q SEC ↗
36 Benson Wealth Management INC 184 $8K — +0.0% 3Q SEC ↗
37 NewEdge Advisors, LLC 71 $3K — +0.0% 6Q SEC ↗
38 FIFTH THIRD BANCORP 45 $2K — +0.0% 2Q SEC ↗
39 AlphaCore Capital LLC 45 $2K — +0.0% 3Q SEC ↗
40 FMR LLC 13 $1K — +0.0% 21Q SEC ↗
41 ASSETMARK, INC 0 $0K -2 -100.0% 18Q SEC ↗
42 TWO SIGMA INVESTMENTS, LP 0 $0K -10,600 -100.0% 2Q SEC ↗
43 Allworth Financial LP 0 $0K — — 14Q SEC ↗
44 FOUNDATIONS INVESTMENT ADVISORS, LLC 0 $0K -16,697 -100.0% 1Q SEC ↗
45 Russell Investments Group, Ltd. 0 $0K -59 -100.0% 2Q SEC ↗
46 D. E. Shaw & Co., Inc. 0 $0K -9,843 -100.0% 7Q SEC ↗
47 WELLS FARGO & COMPANY/MN 0 $0K -830 -100.0% 2Q SEC ↗
48 Sound Income Strategies, LLC 0 $0K -920 -100.0% 8Q SEC ↗
49 HighTower Advisors, LLC 0 $0K -5,684 -100.0% 12Q SEC ↗
50 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0 $0K -161 -100.0% 11Q SEC ↗
Biggest Increases (8)
HolderAddedChange %Total Shares
SUSQUEHANNA INTERNATIONAL GROUP, LL +23,901 +119.2% 43,945
ROYAL BANK OF CANADA +2,194 +7.9% 29,933
ENVESTNET ASSET MANAGEMENT INC +2,157 +7.0% 33,183
Atria Investments, Inc +1,318 +22.2% 7,248
Steward Partners Investment Advisor +513 +1.8% 28,809
GeoWealth Management, LLC +131 +0.7% 20,069
WBI INVESTMENTS, LLC +121 +0.4% 34,421
Cetera Investment Advisers +11 +0.0% 27,454
Biggest Decreases (19)
HolderReducedChange %Total Shares
LPL Financial LLC -10,006 -16.0% 52,711
Lunt Capital Management, Inc. -8,258 -3.9% 204,476
Ergawealth Advisors, Inc. -6,092 -52.2% 5,572
NORTHWESTERN MUTUAL WEALTH MANAGEME -5,252 -21.5% 19,203
Geneos Wealth Management Inc. -4,549 -1.6% 281,027
Kestra Advisory Services, LLC -3,087 -40.5% 4,531
INDEPENDENT FINANCIAL GROUP, LLC -2,611 -31.6% 5,639
RAYMOND JAMES FINANCIAL INC -1,483 -20.6% 5,700
UBS Group AG -1,206 -15.8% 6,436
MORGAN STANLEY -920 -1.0% 93,459
IFP Advisors, Inc -727 -46.9% 824
BANK OF AMERICA CORP /DE -671 -0.4% 153,623
Soltis Investment Advisors LLC -636 -0.6% 101,376
GOLDMAN SACHS GROUP INC -466 -0.5% 86,868
Integrated Advisors Network LLC -427 -6.9% 5,728
OSAIC HOLDINGS, INC. -240 -1.5% 16,165
Cambridge Investment Research Advis -113 -1.2% 8,993
Tower Research Capital LLC (TRC) -94 -8.9% 958
Trilogy Capital Inc. -48 -0.9% 5,262

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms