SEC 13F Intelligence

ALTLPACER FDS TR

CUSIP 69374H717 · Yahoo Finance ↗ · Google Finance ↗

Pacer Fds Tr (ALTL) has 41 institutional holders in Filings Flow’s 13F database, together reporting 1.33M shares worth $58M as of Q1 2026. The largest reported holders are Geneos Wealth Management Inc., Lunt Capital Management, Inc., and Bank Of America Corp /De/.

Institutional Holders
41
Q1 2026
Reported Value
$58M
Ticker
ALTL
Quarters Tracked
24

Ownership Trend

Institutional holders
Q2 ’20: 3Q2 ’20Q3 ’20: 5Q4 ’20: 7Q1 ’21: 11Q1 ’21Q2 ’21: 22Q3 ’21: 38Q4 ’21: 48Q4 ’21Q1 ’22: 53Q2 ’22: 68Q3 ’22: 76Q3 ’22Q4 ’22: 86Q1 ’23: 87Q2 ’23: 69Q2 ’23Q3 ’23: 68Q4 ’23: 62Q1 ’24: 56Q1 ’24Q2 ’24: 54Q3 ’24: 49Q4 ’24: 47Q4 ’24Q1 ’25: 40Q2 ’25: 44Q3 ’25: 43Q3 ’25Q4 ’25: 46Q1 ’26: 41filingsflow.com
Total reported value
Q2 ’20: $871,000Q2 ’20Q3 ’20: $25MQ4 ’20: $17MQ1 ’21: $24MQ1 ’21Q2 ’21: $80MQ3 ’21: $126MQ4 ’21: $256MQ4 ’21Q1 ’22: $328MQ2 ’22: $390MQ3 ’22: $406MQ3 ’22Q4 ’22: $527MQ1 ’23: $466MQ2 ’23: $365MQ2 ’23Q3 ’23: $261MQ4 ’23: $136MQ1 ’24: $106MQ1 ’24Q2 ’24: $87MQ3 ’24: $95MQ4 ’24: $75MQ4 ’24Q1 ’25: $79MQ2 ’25: $83MQ3 ’25: $71MQ3 ’25Q4 ’25: $58MQ1 ’26: $58Mfilingsflow.com

Holders

··Mixed quarters
Manager% of PortfolioValueSharesQuarter
Geneos Wealth Management Inc.$4.3B AUM0.29%$13M285.6KQ1 2026
Lunt Capital Management, Inc.$260M AUM3.58%$9M212.7KQ1 2026
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$7M154.3KQ1 2026
Soltis Investment Advisors LLC$1.6B AUM0.28%$4M102.0KQ1 2026
MORGAN STANLEY$1.67T AUM0.00%$4M94.4KQ1 2026
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$4M87.3KQ1 2026
LPL Financial LLC$376.6B AUM0.00%$3M62.7KQ1 2026
SILVER OAK SECURITIES, INCORPORATED$1.4B AUM0.22%$3M71.1KQ2 2025OLDER
WBI INVESTMENTS, LLC$362M AUM0.42%$2M34.3KQ1 2026
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$1M31.0KQ1 2026
CITADEL ADVISORS LLC$618.5B AUM0.00%$1M31.9KQ3 2025OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.01%$1M28.3KQ1 2026
ROYAL BANK OF CANADA$570.1B AUM0.00%$1M27.7KQ1 2026
Cetera Investment Advisers$94.0B AUM0.00%$1M27.4KQ1 2026
AVANTAX ADVISORY SERVICES, INC.$18.2B AUM0.01%$1M30.9KQ2 2025OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$1M24.5KQ1 2026
PFG Advisors$2.1B AUM0.04%$954,10922.5KQ3 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$879,57120.0KQ1 2026
GeoWealth Management, LLC$2.8B AUM0.03%$874,91819.9KQ1 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$719,90216.4KQ1 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM0.01%$716,63516.7KQ4 2025OLDER
INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM0.02%$562,80216.2KQ1 2026
Ergawealth Advisors, Inc.$226M AUM0.23%$511,84911.7KQ1 2026
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$465,14910.6KQ1 2026
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$422,4629.8KQ4 2025OLDER
Cambridge Investment Research Advisors, Inc.$38.8B AUM0.00%$400,0009.1KQ1 2026
UBS Group AG$666.3B AUM0.00%$335,3467.6KQ1 2026
Kestra Advisory Services, LLC$26.4B AUM0.00%$334,3017.6KQ1 2026
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$315,2057.2KQ1 2026
HRT FINANCIAL LP$40.1B AUM0.00%$304,0008.1KQ2 2025OLDER
Integrated Advisors Network LLC$1.9B AUM0.01%$270,0766.2KQ1 2026
Atria Investments, Inc$8.9B AUM0.00%$260,2205.9KQ1 2026
HighTower Advisors, LLC$94.2B AUM0.00%$249,4195.7KQ1 2026
Trilogy Capital Inc.$2.6B AUM0.01%$232,9995.3KQ1 2026
Sanctuary Advisors, LLC$18.5B AUM0.00%$220,5075.0KQ1 2026
Maridea Wealth Management LLC$688M AUM0.03%$200,8044.6KQ3 2025OLDER
IFP Advisors, Inc$4.8B AUM0.00%$68,0611.6KQ1 2026
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$46,1641.1KQ1 2026
Sound Income Strategies, LLC$2.1B AUM0.00%$40,590920Q4 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$35,624830Q4 2025OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$24,808578Q4 2025OLDER
CWM, LLC$38.1B AUM0.00%$17,553400Q1 2026
Farther Finance Advisors, LLC$10.6B AUM0.00%$8,918210Q3 2025OLDER
Capital Investment Advisory Services, LLC$1.4B AUM0.00%$8,864202Q1 2026
Benson Wealth Management INC$73M AUM0.01%$8,074184Q1 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$7,065161Q1 2026
NewEdge Advisors, LLC$27.7B AUM0.00%$3,11671Q1 2026
Russell Investments Group, Ltd.$93.1B AUM0.00%$2,53259Q4 2025OLDER
Rossby Financial, LCC$489M AUM0.00%$2,15749Q1 2026
AlphaCore Capital LLC$4.2B AUM0.00%$1,97545Q1 2026
FIFTH THIRD BANCORP$54.7B AUM0.00%$1,97545Q1 2026
COMERICA BANK$25.1B AUM0.00%$1,93145Q4 2025OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$1,00033Q2 2025OLDER
FMR LLC$1.90T AUM0.00%$57013Q1 2026
ASSETMARK, INC$49.0B AUM0.00%$882Q1 2026
Avondale Wealth Management$203M AUM0.00%$351Q2 2025OLDER
Allworth Financial LP$24.7B AUM0.00%$70Q1 2026
CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM$00Q2 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.