PALC Institutional Ownership
Pacer Lunt Large Cap Multi-Factor Alternator ETF
1W: -1.6%
1M: -6.8%
3M: -7.7%
YTD: +2.5%
1Y: +4.3%
3Y: +50.0%
5Y: +41.7%
$53.94
-0.14 (-0.25%)
Weekly Expected Move ±1.8%
$52
$53
$54
$55
$56
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — PALC
83
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
178M
Total Invested
9
New Positions
24
Increased
37
Reduced
7
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (89 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | 300,530 | $16M | -28,303 | -8.6% | 16Q | SEC ↗ |
| 2 | Lunt Capital Management, Inc. | 256,680 | $14M | -10,882 | -4.1% | 13Q | SEC ↗ |
| 3 | Financial Enhancement Group LLC | 236,296 | $13M | +3,006 | +1.3% | 7Q | SEC ↗ |
| 4 | Geneos Wealth Management Inc. | 221,744 | $12M | -897 | -0.4% | 25Q | SEC ↗ |
| 5 | Cambridge Investment Research Advisors | 215,382 | $12M | -23,362 | -9.8% | 23Q | SEC ↗ |
| 6 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 206,458 | $11M | +769 | +0.4% | 14Q | SEC ↗ |
| 7 | Centric Wealth Management | 189,528 | $10M | — | +0.0% | 11Q | SEC ↗ |
| 8 | LPL Financial LLC | 161,121 | $9M | -3,001 | -1.8% | 21Q | SEC ↗ |
| 9 | Atria Investments, Inc | 152,729 | $8M | +19,785 | +14.9% | 11Q | SEC ↗ |
| 10 | GOLDMAN SACHS GROUP INC | 121,964 | $7M | +8,964 | +7.9% | 8Q | SEC ↗ |
| 11 | Ausdal Financial Partners, Inc. | 105,749 | $6M | -4,873 | -4.4% | 7Q | SEC ↗ |
| 12 | Gallagher Fiduciary Advisors, LLC | 103,651 | $6M | +20,093 | +24.0% | 14Q | SEC ↗ |
| 13 | ENZI WEALTH | 59,420 | $3M | -2,070 | -3.4% | 15Q | SEC ↗ |
| 14 | RAYMOND JAMES FINANCIAL INC | 48,904 | $3M | +265 | +0.5% | 7Q | SEC ↗ |
| 15 | Creative Planning | 41,763 | $2M | — | +0.0% | 3Q | SEC ↗ |
| 16 | Ergawealth Advisors, Inc. | 36,690 | $2M | -1,846 | -4.8% | 15Q | SEC ↗ |
| 17 | World Investment Advisors | 35,705 | $2M | — | +0.0% | 10Q | SEC ↗ |
| 18 | JPMORGAN CHASE & CO | 32,003 | $2M | -3,394 | -9.6% | 4Q | SEC ↗ |
| 19 | Summit Financial, LLC NEW | 30,891 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 20 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 30,746 | $2M | +38 | +0.1% | 11Q | SEC ↗ |
| 21 | Equitable Holdings, Inc. | 29,909 | $2M | -13,493 | -31.1% | 21Q | SEC ↗ |
| 22 | Waverly Advisors, LLC | 28,192 | $2M | +3,335 | +13.4% | 19Q | SEC ↗ |
| 23 | OSAIC HOLDINGS, INC. | 24,697 | $1M | -925 | -3.6% | 24Q | SEC ↗ |
| 24 | Kestra Advisory Services, LLC | 23,360 | $1M | -294 | -1.2% | 8Q | SEC ↗ |
| 25 | Cetera Investment Advisers | 22,266 | $1M | +145 | +0.7% | 10Q | SEC ↗ |
| 26 | Palumbo Wealth Management LLC | 21,200 | $1M | -886 | -4.0% | 3Q | SEC ↗ |
| 27 | Centurion Wealth Management LLC | 18,774 | $1M | +5,778 | +44.5% | 5Q | SEC ↗ |
| 28 | GeoWealth Management, LLC | 17,592 | $949K | +10 | +0.1% | 16Q | SEC ↗ |
| 29 | WBI INVESTMENTS, LLC | 14,851 | $801K | +1,595 | +12.0% | 2Q | SEC ↗ |
| 30 | LANDMARK WEALTH MANAGEMENT, INC. | 14,144 | $763K | -565 | -3.8% | 9Q | SEC ↗ |
| 31 | MILLINGTON SECURITIES, LLC NEW | 13,256 | $715K | — | +0.0% | 1Q | SEC ↗ |
| 32 | Belpointe Asset Management LLC | 12,306 | $664K | +364 | +3.0% | 11Q | SEC ↗ |
| 33 | Clarus Group, Inc. | 10,686 | $576K | — | +0.0% | 23Q | SEC ↗ |
| 34 | Aptus Capital Advisors, LLC | 10,686 | $576K | — | +0.0% | 3Q | SEC ↗ |
| 35 | Unified Investment Management | 10,314 | $556K | +1 | +0.0% | 7Q | SEC ↗ |
| 36 | Advisory Services Network, LLC | 9,777 | $527K | +48 | +0.5% | 23Q | SEC ↗ |
| 37 | Alpha Financial Partners LLC | 9,704 | $523K | -1,028 | -9.6% | 7Q | SEC ↗ |
| 38 | Gladstone Institutional Advisory LLC | 9,677 | $522K | -64 | -0.7% | 3Q | SEC ↗ |
| 39 | ENVESTNET ASSET MANAGEMENT INC | 8,316 | $449K | +504 | +6.5% | 7Q | SEC ↗ |
| 40 | Integrated Advisors Network LLC | 8,035 | $433K | +1,299 | +19.3% | 20Q | SEC ↗ |
| 41 | LANARK FINANCIAL, INC. | 7,775 | $419K | — | +0.0% | 4Q | SEC ↗ |
| 42 | TRUIST FINANCIAL CORP | 7,539 | $407K | +488 | +6.9% | 7Q | SEC ↗ |
| 43 | Chicago Wealth Management, Inc. | 7,397 | $399K | -283 | -3.7% | 18Q | SEC ↗ |
| 44 | Maridea Wealth Management LLC | 6,796 | $367K | +1,659 | +32.3% | 2Q | SEC ↗ |
| 45 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6,245 | $337K | -38,186 | -85.9% | 2Q | SEC ↗ |
| 46 | CITADEL ADVISORS LLC | 6,134 | $331K | -30,833 | -83.4% | 4Q | SEC ↗ |
| 47 | Cornerstone Wealth Management, LLC | 5,990 | $323K | -282 | -4.5% | 14Q | SEC ↗ |
| 48 | MORGAN STANLEY | 5,594 | $302K | -3,376 | -37.6% | 9Q | SEC ↗ |
| 49 | HUB Investment Partners, LLC | 5,485 | $296K | -800 | -12.7% | 2Q | SEC ↗ |
| 50 | Sanctuary Advisors, LLC | 5,363 | $289K | — | +0.0% | 9Q | SEC ↗ |
Recent Activity
New Positions (10)
| Holder | Shares | Value |
|---|---|---|
| Summit Financial, LLC | 30,891 | $2M |
| MILLINGTON SECURITIES, LLC | 13,256 | $715K |
| Private Advisor Group, LLC | 3,706 | $200K |
| COMPASS FINANCIAL MANAGEMENT LLC | 334 | $18K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 268 | $14K |
| ROYAL BANK OF CANADA | 209 | $11K |
| Ameritas Advisory Services, LLC | 75 | $4K |
| VANGUARD ADVISERS INC | 35 | $2K |
| Arax Advisory Partners | 20 | $1K |
| JONES FINANCIAL COMPANIES LLLP | 19 | $1K |
Sold Out (11)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | 76,415 | $4M |
| Mariner, LLC | 73,713 | $4M |
| JANE STREET GROUP, LLC | 49,591 | $3M |
| Independent Advisor Alliance | 18,912 | $1M |
| StoneX Group Inc. | 13,398 | $723K |
| Financial Designs Corp | 12,331 | $665K |
| Orion Porfolio Solutions, LLC | 6,811 | $367K |
| TRUSTMARK BANK TRUST DEPARTMENT | 4,000 | $216K |
| WELLS FARGO & COMPANY/MN | 77 | $4K |
| Sound Income Strategies, LLC | 17 | $1K |
| CITIGROUP INC | 1 | $0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Gallagher Fiduciary Advisors, LLC | +20,093 | +24.0% | 103,651 |
| Atria Investments, Inc | +19,785 | +14.9% | 152,729 |
| GOLDMAN SACHS GROUP INC | +8,964 | +7.9% | 121,964 |
| Centurion Wealth Management LLC | +5,778 | +44.5% | 18,774 |
| Waverly Advisors, LLC | +3,335 | +13.4% | 28,192 |
| Financial Enhancement Group LLC | +3,006 | +1.3% | 236,296 |
| ASSETMARK, INC | +1,932 | +499.2% | 2,319 |
| Maridea Wealth Management LLC | +1,659 | +32.3% | 6,796 |
| WBI INVESTMENTS, LLC | +1,595 | +12.0% | 14,851 |
| UBS Group AG | +1,472 | +294.4% | 1,972 |
| Integrated Advisors Network LLC | +1,299 | +19.3% | 8,035 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +769 | +0.4% | 206,458 |
| ENVESTNET ASSET MANAGEMENT INC | +504 | +6.5% | 8,316 |
| TRUIST FINANCIAL CORP | +488 | +6.9% | 7,539 |
| Belpointe Asset Management LLC | +364 | +3.0% | 12,306 |
| RAYMOND JAMES FINANCIAL INC | +265 | +0.5% | 48,904 |
| Cetera Investment Advisers | +145 | +0.7% | 22,266 |
| Advisory Services Network, LLC | +48 | +0.5% | 9,777 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +38 | +0.1% | 30,746 |
| GeoWealth Management, LLC | +10 | +0.1% | 17,592 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -38,186 | -85.9% | 6,245 |
| CITADEL ADVISORS LLC | -30,833 | -83.4% | 6,134 |
| AMERIPRISE FINANCIAL INC | -28,303 | -8.6% | 300,530 |
| Cambridge Investment Research Advis | -23,362 | -9.8% | 215,382 |
| Equitable Holdings, Inc. | -13,493 | -31.1% | 29,909 |
| Lunt Capital Management, Inc. | -10,882 | -4.1% | 256,680 |
| Ausdal Financial Partners, Inc. | -4,873 | -4.4% | 105,749 |
| INDEPENDENT FINANCIAL GROUP, LLC | -3,531 | -46.8% | 4,006 |
| JPMORGAN CHASE & CO | -3,394 | -9.6% | 32,003 |
| MORGAN STANLEY | -3,376 | -37.6% | 5,594 |
| LPL Financial LLC | -3,001 | -1.8% | 161,121 |
| Capital Investment Advisory Service | -2,613 | -48.5% | 2,770 |
| ENZI WEALTH | -2,070 | -3.4% | 59,420 |
| Ergawealth Advisors, Inc. | -1,846 | -4.8% | 36,690 |
| Alpha Financial Partners LLC | -1,028 | -9.6% | 9,704 |
| OSAIC HOLDINGS, INC. | -925 | -3.6% | 24,697 |
| Geneos Wealth Management Inc. | -897 | -0.4% | 221,744 |
| Palumbo Wealth Management LLC | -886 | -4.0% | 21,200 |
| HUB Investment Partners, LLC | -800 | -12.7% | 5,485 |
| Brookwood Investment Group LLC | -769 | -12.9% | 5,171 |