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PAMC Institutional Ownership

Pacer Lunt MidCap Multi-Factor Alternator ETF
1W: -0.0% 1M: -3.1% 3M: -4.1% YTD: +10.3% 1Y: +11.3% 3Y: +56.4% 5Y: +50.8%
$52.44
+0.27 (+0.52%)
 
Weekly Expected Move ±1.5%
$51 $52 $52 $53 $54
ETF AMEX · AUM $54.2M

Institutional Ownership — PAMC

33
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
40M
Total Invested
6
New Positions
8
Increased
13
Reduced
2
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (34 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Lunt Capital Management, Inc. 221,556 12M -2,051 -0.9% 13Q SEC ↗
2 Kestra Advisory Services, LLC 127,776 7M -58,135 -31.3% 9Q SEC ↗
3 LPL Financial LLC 42,223 2M -1,298 -3.0% 15Q SEC ↗
4 Clear Creek Financial Management, LLC 38,924 2M +14,806 +61.4% 5Q SEC ↗
5 Cambridge Investment Research Advisors 37,927 2M -6,523 -14.7% 13Q SEC ↗
6 OSAIC HOLDINGS, INC. 29,701 2M +5,258 +21.5% 20Q SEC ↗
7 Geneos Wealth Management Inc. 26,857 1M -2,226 -7.7% 25Q SEC ↗
8 Sanctuary Advisors, LLC 26,791 1M -1,284 -4.6% 9Q SEC ↗
9 Summit Financial, LLC NEW 26,070 1M — +0.0% 1Q SEC ↗
10 Ausdal Financial Partners, Inc. 25,619 1M -10,411 -28.9% 7Q SEC ↗
11 JPMORGAN CHASE & CO 24,257 1M +2 +0.0% 4Q SEC ↗
12 SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW 21,587 1M — +0.0% 1Q SEC ↗
13 GeoWealth Management, LLC 17,674 927K +103 +0.6% 15Q SEC ↗
14 WEALTH ENHANCEMENT ADVISORY SERVICES, 8,341 437K -503 -5.7% 6Q SEC ↗
15 Atria Investments, Inc 6,555 344K +1,115 +20.5% 8Q SEC ↗
16 CREATIVE FINANCIAL DESIGNS INC /ADV 5,463 286K +408 +8.1% 6Q SEC ↗
17 Aptus Capital Advisors, LLC 5,159 271K — +0.0% 3Q SEC ↗
18 Clarus Group, Inc. 5,159 271K — +0.0% 23Q SEC ↗
19 COMMONWEALTH EQUITY SERVICES, LLC 4,665 245K +5 +0.1% 22Q SEC ↗
20 Unified Investment Management 4,365 229K — +0.0% 5Q SEC ↗
21 Cetera Investment Advisers 4,075 214K -642 -13.6% 10Q SEC ↗
22 INDEPENDENT FINANCIAL GROUP, LLC 4,014 210K -1,020 -20.3% 9Q SEC ↗
23 TWO SIGMA INVESTMENTS, LP NEW 3,700 194K — +0.0% 1Q SEC ↗
24 MERCER GLOBAL ADVISORS INC /ADV NEW 2,399 126K — +0.0% 1Q SEC ↗
25 HARBOUR INVESTMENTS, INC. 1,669 88K +55 +3.4% 9Q SEC ↗
26 ROTHSCHILD INVESTMENT LLC 600 31K — +0.0% 10Q SEC ↗
27 COMPASS FINANCIAL MANAGEMENT LLC NEW 363 19K — +0.0% 1Q SEC ↗
28 ROYAL BANK OF CANADA NEW 137 7K — +0.0% 1Q SEC ↗
29 Triumph Capital Management 13 1K — +0.0% 4Q SEC ↗
30 AE Wealth Management LLC 4 0K — +0.0% 3Q SEC ↗
31 MORGAN STANLEY 1 0K -12,394 -100.0% 5Q SEC ↗
32 Belpointe Asset Management LLC 0 0K -10,382 -100.0% 5Q SEC ↗
33 UBS Group AG 0 0K -78 -100.0% 4Q SEC ↗
34 BLAIR WILLIAM & CO/IL 0 0K -25 -100.0% 5Q SEC ↗

Recent Activity

Sold Out (3)
HolderPrev SharesPrev Value
Belpointe Asset Management LLC 10,382 544K
UBS Group AG 78 4K
BLAIR WILLIAM & CO/IL 25 1K
Biggest Increases (8)
HolderAddedChange %Total Shares
Clear Creek Financial Management, L +14,806 +61.4% 38,924
OSAIC HOLDINGS, INC. +5,258 +21.5% 29,701
Atria Investments, Inc +1,115 +20.5% 6,555
CREATIVE FINANCIAL DESIGNS INC /ADV +408 +8.1% 5,463
GeoWealth Management, LLC +103 +0.6% 17,674
HARBOUR INVESTMENTS, INC. +55 +3.4% 1,669
COMMONWEALTH EQUITY SERVICES, LLC +5 +0.1% 4,665
JPMORGAN CHASE & CO +2 +0.0% 24,257
Biggest Decreases (11)
HolderReducedChange %Total Shares
Kestra Advisory Services, LLC -58,135 -31.3% 127,776
MORGAN STANLEY -12,394 -100.0% 1
Ausdal Financial Partners, Inc. -10,411 -28.9% 25,619
Cambridge Investment Research Advis -6,523 -14.7% 37,927
Geneos Wealth Management Inc. -2,226 -7.7% 26,857
Lunt Capital Management, Inc. -2,051 -0.9% 221,556
LPL Financial LLC -1,298 -3.0% 42,223
Sanctuary Advisors, LLC -1,284 -4.6% 26,791
INDEPENDENT FINANCIAL GROUP, LLC -1,020 -20.3% 4,014
Cetera Investment Advisers -642 -13.6% 4,075
WEALTH ENHANCEMENT ADVISORY SERVICE -503 -5.7% 8,341

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