PALCPACER FDS TR
CUSIP 69374H816 · Yahoo Finance ↗ · Google Finance ↗
Pacer Fds Tr (PALC) has 74 institutional holders in Filings Flow’s 13F database, together reporting 3.23M shares worth $168M as of Q1 2026. The largest reported holders are Ameriprise Financial Inc, Lunt Capital Management, Inc., and Financial Enhancement Group LLC.
Institutional Holders
74
Q1 2026
Reported Value
$168M
Ticker
PALC
Quarters Tracked
24
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Lunt Capital Management, Inc.$260M AUM | 5.32% | $14M | 267.6K | Q1 2026 |
| Centric Wealth Management$501M AUM | 2.05% | $10M | 189.5K | Q1 2026 |
| Financial Enhancement Group LLC$839M AUM | 1.56% | $13M | 233.3K | Q1 2026 |
| ENZI WEALTH$288M AUM | 1.11% | $3M | 61.5K | Q1 2026 |
| Ergawealth Advisors, Inc.$226M AUM | 0.88% | $2M | 38.5K | Q1 2026 |
| Bison Wealth, LLC$1.1B AUM | 0.63% | $8M | 161.2K | Q2 2025OLDER |
| Burt Wealth Advisors$407M AUM | 0.56% | $2M | 44.0K | Q3 2025OLDER |
| Financial Designs Corp$180M AUM | 0.36% | $644,171 | 12.3K | Q4 2025OLDER |
| Alpha Financial Partners LLC$169M AUM | 0.33% | $556,001 | 10.7K | Q1 2026 |
| LANDMARK WEALTH MANAGEMENT, INC.$265M AUM | 0.29% | $762,073 | 14.7K | Q1 2026 |
| Palumbo Wealth Management LLC$410M AUM | 0.28% | $1M | 22.1K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.27% | $12M | 222.6K | Q1 2026 |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.25% | $6M | 110.6K | Q1 2026 |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.23% | $3M | 58.4K | Q2 2025OLDER |
| Clarus Group, Inc.$279M AUM | 0.20% | $553,642 | 10.7K | Q1 2026 |
| WBI INVESTMENTS, LLC$362M AUM | 0.19% | $686,767 | 13.3K | Q1 2026 |
| Gallagher Fiduciary Advisors, LLC$2.6B AUM | 0.17% | $4M | 83.6K | Q1 2026 |
| Chicago Wealth Management, Inc.$251M AUM | 0.16% | $397,891 | 7.7K | Q1 2026 |
| Miller Global Investments, LLC$121M AUM | 0.15% | $168,797 | 3.3K | Q1 2026 |
| Centurion Wealth Management LLC$418M AUM | 0.15% | $673,317 | 13.0K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.08% | $7M | 132.9K | Q1 2026 |
| Good Life Advisors, LLC$1.6B AUM | 0.04% | $719,277 | 14.6K | Q2 2025OLDER |
| Maridea Wealth Management LLC$688M AUM | 0.04% | $266,138 | 5.1K | Q1 2026 |
| Brookwood Investment Group LLC$810M AUM | 0.04% | $307,751 | 5.9K | Q1 2026 |
| StoneX Group Inc.$1.9B AUM | 0.04% | $694,150 | 13.4K | Q1 2026 |
| GeoWealth Management, LLC$2.8B AUM | 0.03% | $910,886 | 17.6K | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.03% | $402,822 | 7.8K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.03% | $2M | 35.7K | Q1 2026 |
| IMG Wealth Management, Inc.$157M AUM | 0.03% | $43,210 | 834 | Q1 2026 |
| Freedom Investment Management, Inc.$337M AUM | 0.03% | $341,111 | 6.9K | Q2 2025OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.02% | $618,715 | 11.9K | Q1 2026 |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.02% | $278,893 | 5.4K | Q1 2026 |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.02% | $504,681 | 9.7K | Q1 2026 |
| Integrated Advisors Network LLC$1.9B AUM | 0.02% | $348,977 | 6.7K | Q1 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.02% | $490,504 | 10.2K | Q1 2026 |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.02% | $324,947 | 6.3K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.01% | $2M | 43.4K | Q1 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.01% | $934,345 | 18.0K | Q3 2025OLDER |
| TRUSTMARK BANK TRUST DEPARTMENT$1.6B AUM | 0.01% | $207,240 | 4.0K | Q1 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.01% | $303,192 | 5.9K | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.01% | $153,415 | 3.0K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $979,816 | 18.9K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.01% | $1M | 24.9K | Q1 2026 |
| HUB Investment Partners, LLC$4.2B AUM | 0.01% | $325,626 | 6.3K | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.01% | $230,972 | 4.7K | Q2 2025OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.01% | $48,698 | 940 | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $504,102 | 9.7K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.01% | $11M | 205.7K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $4M | 76.4K | Q4 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $1M | 23.7K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $4M | 73.7K | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $553,642 | 10.7K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $17M | 328.8K | Q1 2026 |
| Frazier Financial Advisors, LLC$181M AUM | 0.00% | $6,343 | 122 | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $2M | 30.7K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $355,807 | 6.8K | Q4 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $124,396 | 2.4K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $9M | 164.1K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $1M | 25.6K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $277,857 | 5.4K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $2M | 41.8K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $1M | 22.1K | Q1 2026 |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.00% | $1,502 | 29 | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $68,493 | 1.3K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $3M | 48.6K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $6M | 113.0K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $107,817 | 2.1K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $365,312 | 7.1K | Q1 2026 |
| Abich Financial Wealth Management LLC$281M AUM | 0.00% | $1,294 | 25 | Q3 2025OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $8,201 | 166 | Q2 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $3M | 49.6K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $2M | 37.0K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $2M | 44.4K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $2M | 35.4K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $404,739 | 7.8K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $11,959 | 231 | Q3 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $12,852 | 248 | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $19,058 | 368 | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $893 | 17 | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $20,050 | 387 | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $446,338 | 8.5K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $98,000 | 2.0K | Q3 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $25,905 | 500 | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $414 | 8 | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $40,469 | 781 | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $4,022 | 77 | Q4 2025OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $52 | 1 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.