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Pacer Lunt Large Cap Alterna (ALTL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Lunt Capital Management, Inc.
INCREASED
Shares209,660 from 204,476
Change+5,184 (+3%)
Value$9.2M (-$1.3M)
Filed 2026-10-30
Soltis Investment Advisors LLC
DECREASED
Shares100,357 from 101,376
Change-1,019 (-1%)
Value$4.4M (-$815.5K)
Filed 2026-10-28
LPL Financial LLC
DECREASED
Shares46,066 from 52,711
Change-6,645 (-13%)
Value$2.0M (-$691.3K)
Filed 2026-11-06
WBI Investments, LLC
DECREASED
Shares30,295 from 34,421
Change-4,126 (-12%)
Value$1.3M (-$442.1K)
Filed 2026-11-05
Atria Investments, Inc
INCREASED
Shares11,181 from 7,248
Change+3,933 (+54%)
Value$488.6K (+$116.8K)
Filed 2026-10-15
Kestra Advisory Services, LLC
INCREASED
Shares5,828 from 4,531
Change+1,297 (+29%)
Value$254.7K (+$22.3K)
Filed 2026-11-02
Integrated Advisors Network LLC
DECREASED
Shares5,707 from 5,728
Change-21 (0%)
Value$249.4K (-$44.5K)
Filed 2026-10-20
Ergawealth Advisors, Inc.
DECREASED
Shares5,196 from 5,572
Change-376 (-7%)
Value$227.1K (-$58.8K)
Filed 2026-10-21
Independent Financial Group, LLC
DECREASED
Shares5,133 from 5,639
Change-506 (-9%)
Value$224.3K (-$65.0K)
Filed 2026-10-13
Trilogy Capital Inc.
DECREASED
Shares5,061 from 5,262
Change-201 (-4%)
Value$221.2K (-$48.8K)
Filed 2026-10-20
IFP Advisors, Inc
DECREASED
Shares757 from 824
Change-67 (-8%)
Value$33.1K (-$9.2K)
Filed 2026-10-16
Capital Investment Advisory Services, LLC
UNCHANGED
Shares202 from 202
Change0 (0%)
Value$8.8K (-$1.5K)
Filed 2026-10-30
AlphaCore Capital LLC
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$2.0K (-$342)
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
CLOSED
Shares0 from 8,993
Change-8,993 (-100%)
Value$0 (-$461.0K)
Filed 2026-11-02
Creative Financial Designs Inc
CLOSED
Shares0 from 290
Change-290 (-100%)
Value$0 (-$14.9K)
Filed 2026-11-04
Fifth Third Bancorp
CLOSED
Shares0 from 45
Change-45 (-100%)
Value$0 (-$2.3K)
Filed 2026-11-05
Allworth Financial LP
UNCHANGED
Shares0 from 0
Change0
Value$8 ($0)
Filed 2026-11-06
Geneos Wealth Management Inc.
N/A
Shares— from 281,027
Change-281,027 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 153,623
Change-153,623 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 93,459
Change-93,459 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 86,868
Change-86,868 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 43,945
Change-43,945 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 33,183
Change-33,183 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 29,933
Change-29,933 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 28,809
Change-28,809 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 28,220
Change-28,220 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 27,454
Change-27,454 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 20,069
Change-20,069 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 19,203
Change-19,203 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 16,165
Change-16,165 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 10,617
Change-10,617 (-100%)
Value—
UBS Group AG
N/A
Shares— from 6,436
Change-6,436 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 5,700
Change-5,700 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 958
Change-958 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 570
Change-570 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 184
Change-184 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 71
Change-71 (-100%)
Value—
FMR LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Status
Lunt Capital Management, Inc.
INCREASED209,660204,476+5,184+3%$10.5M$9.2M-$1.3M2026-10-30
Soltis Investment Advisors LLC
DECREASED100,357101,376-1,019-1%$5.2M$4.4M-$815.5K2026-10-28
LPL Financial LLC
DECREASED46,06652,711-6,645-13%$2.7M$2.0M-$691.3K2026-11-06
WBI Investments, LLC
DECREASED30,29534,421-4,126-12%$1.8M$1.3M-$442.1K2026-11-05
Atria Investments, Inc
INCREASED11,1817,248+3,933+54%$371.9K$488.6K+$116.8K2026-10-15
Kestra Advisory Services, LLC
INCREASED5,8284,531+1,297+29%$232.5K$254.7K+$22.3K2026-11-02
Integrated Advisors Network LLC
DECREASED5,7075,728-210%$293.9K$249.4K-$44.5K2026-10-20
Ergawealth Advisors, Inc.
DECREASED5,1965,572-376-7%$285.9K$227.1K-$58.8K2026-10-21
Independent Financial Group, LLC
DECREASED5,1335,639-506-9%$289.3K$224.3K-$65.0K2026-10-13
Trilogy Capital Inc.
DECREASED5,0615,262-201-4%$270.0K$221.2K-$48.8K2026-10-20
IFP Advisors, Inc
DECREASED757824-67-8%$42.3K$33.1K-$9.2K2026-10-16
Capital Investment Advisory Services, LLC
UNCHANGED20220200%$10.4K$8.8K-$1.5K2026-10-30
AlphaCore Capital LLC
UNCHANGED454500%$2.3K$2.0K-$3422026-11-04
Cambridge Investment Research Advisors, Inc.
CLOSED08,993-8,993-100%$461.0K$0-$461.0K2026-11-02
Creative Financial Designs Inc
CLOSED0290-290-100%$14.9K$0-$14.9K2026-11-04
Fifth Third Bancorp
CLOSED045-45-100%$2.3K$0-$2.3K2026-11-05
Allworth Financial LP
UNCHANGED000—$8$8$02026-11-06
Geneos Wealth Management Inc.
N/A—281,027-281,027-100%$14.4M———
Bank of America Corp
N/A—153,623-153,623-100%$7.9M———
Morgan Stanley
N/A—93,459-93,459-100%$4.8M———
Goldman Sachs Group Inc
N/A—86,868-86,868-100%$4.5M———
Susquehanna International Group, LLP
N/A—43,945-43,945-100%$2.3M———
Envestnet Asset Management Inc
N/A—33,183-33,183-100%$1.7M———
Royal Bank of Canada
N/A—29,933-29,933-100%$1.5M———
Steward Partners Investment Advisory, LLC
N/A—28,809-28,809-100%$1.5M———
Summit Financial, LLC
N/A—28,220-28,220-100%$1.4M———
Cetera Investment Advisers
N/A—27,454-27,454-100%$1.4M———
GeoWealth Management, LLC
N/A—20,069-20,069-100%$1.0M———
Northwestern Mutual Wealth Management Co
N/A—19,203-19,203-100%$985.2K———
Osaic Holdings, Inc.
N/A—16,165-16,165-100%$829.5K———
Citadel Advisors LLC
N/A—10,617-10,617-100%$544.7K———
UBS Group AG
N/A—6,436-6,436-100%$330.2K———
Raymond James Financial Inc
N/A—5,700-5,700-100%$292.4K———
Tower Research Capital LLC (TRC)
N/A—958-958-100%$49.2K———
Ameritas Advisory Services, LLC
N/A—570-570-100%$29.3K———
Benson Wealth Management Inc
N/A—184-184-100%$9.4K———
NewEdge Advisors, LLC
N/A—71-71-100%$3.6K———
FMR LLC
N/A—13-13-100%$667———
Showing 38 of 38 institutions