Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF include Clear Creek Financial Management, LLC, Hrt Financial Lp, PFG Advisors, and Raymond James Financial Inc .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 127,655 | 17.79 | 6 | 25.00 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 40,749 | 16.19 | 1,785 | 20.12 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 69,242 | 7.86 | 3,034 | 11.47 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 10,373 | 454 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 1 | 0 | ||||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 163,040 | 7.45 | 7,144 | 11.07 | ||||
| 2025-07-15 | 13F | Unified Investment Management | 4,681 | 205 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 21,808 | 5.82 | 956 | 9.39 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 8,421 | 0 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 52,446 | 1.27 | 2,298 | 5.08 | ||||
| 2025-08-07 | 13F | PFG Advisors | 5,500 | 241 | ||||||
| 2025-07-28 | 13F | Lunt Capital Management, Inc. | 222,810 | 1.21 | 9,763 | 4.61 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 114,221 | 60.10 | 5,005 | 65.51 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 79,973 | 1.24 | 3,505 | 4.63 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 5,436 | 2.60 | 238 | 6.25 | ||||
| 2025-08-14 | 13F | UBS Group AG | 12,063 | 782.44 | 529 | 826.32 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 4,311 | 81.90 | 189 | 88.00 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 17,885 | 2.25 | 797 | 7.42 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 7,900 | 346 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 3,321 | 146 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 |
