Who Owns PACER FDS TR (ALTL)? -- Institutional Holders (2026-06-30)

43 institutions reported holding $67.9M of PACER FDS TR (ALTL) in SEC 13F filings for 2026-06-30. Largest institutional holders: Geneos Wealth Management Inc. ($14.4M), Lunt Capital Management, Inc. ($10.5M), BANK OF AMERICA CORP /DE/ ($7.9M), Soltis Investment Advisors LLC ($5.2M), MORGAN STANLEY ($4.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Geneos Wealth Management Inc.$14.4M281,027Trimmed
2Lunt Capital Management, Inc.$10.5M204,476Trimmed
3BANK OF AMERICA CORP /DE/$7.9M153,623Trimmed
4Soltis Investment Advisors LLC$5.2M101,376Trimmed
5MORGAN STANLEY$4.8M93,459Trimmed
6GOLDMAN SACHS GROUP INC$4.5M86,868Trimmed
7LPL Financial LLC$2.7M52,711Trimmed
8SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.3M43,945Added
9WBI INVESTMENTS, LLC$1.8M34,421Added
10ENVESTNET ASSET MANAGEMENT INC$1.7M33,183Added
11Royal Bank of Canada$1.5M29,933Added
12Steward Partners Investment Advisory, LLC$1.5M28,809Added
13Summit Financial, LLC$1.4M28,220New
14Cetera Investment Advisers$1.4M27,454Added
15GeoWealth Management, LLC$1.0M20,069Added
16NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$985,19319,203Trimmed
17OSAIC HOLDINGS, INC.$829,45516,165Trimmed
18CITADEL ADVISORS LLC$544,70810,617New
19Cambridge Investment Research Advisors, Inc.$461,0008,993Trimmed
20Atria Investments, Inc$371,8617,248Added
21UBS Group AG$330,1996,436Trimmed
22Integrated Advisors Network LLC$293,8595,728Trimmed
23RAYMOND JAMES FINANCIAL INC$292,4375,700Trimmed
24INDEPENDENT FINANCIAL GROUP, LLC$289,3175,639Trimmed
25Ergawealth Advisors, Inc.$285,8695,572Trimmed

Source: SEC Form 13F filings · as of 2026-06-30