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Pacer Lunt Midcap Mult-Fact (PAMC)

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
Shares223,772 from 221,556
Change+2,216 (+1%)
Value$11.5M (-$748.2K)
Filed 2026-10-30
Kestra Advisory Services, LLC
DECREASED
Shares127,711 from 127,776
Change-65 (0%)
Value$6.6M (-$500.7K)
Filed 2026-11-02
Clear Creek Financial Management, LLC
INCREASED
Shares64,885 from 38,924
Change+25,961 (+67%)
Value$3.3M (+$1.2M)
Filed 2026-10-28
LPL Financial LLC
INCREASED
Shares44,231 from 42,223
Change+2,008 (+5%)
Value$2.3M (-$60.9K)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares36,817 from 37,927
Change-1,110 (-3%)
Value$1.9K (-$2.1M)
Filed 2026-11-02
Atria Investments, Inc
INCREASED
Shares9,698 from 6,555
Change+3,143 (+48%)
Value$499.8K (+$136.5K)
Filed 2026-10-15
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares7,961 from 8,341
Change-380 (-5%)
Value$411.2K (-$40.3K)
Filed 2026-10-13
Clarus Group, Inc.
UNCHANGED
Shares5,159 from 5,159
Change0 (0%)
Value$265.9K (-$20.1K)
Filed 2026-10-21
BlueChip Wealth Advisors LLC
NEW
Shares4,638
Change+4,638
Value$239.0K
Filed 2026-11-03
Unified Investment Management
INCREASED
Shares4,366 from 4,365
Change+1 (+0%)
Value$225.0K (-$16.9K)
Filed 2026-10-14
Independent Financial Group, LLC
DECREASED
Shares3,982 from 4,014
Change-32 (-1%)
Value$205.2K (-$17.3K)
Filed 2026-10-13
Creative Financial Designs Inc
DECREASED
Shares2,011 from 5,463
Change-3,452 (-63%)
Value$103.6K (-$199.2K)
Filed 2026-11-04
Compass Financial Management LLC
INCREASED
Shares377 from 363
Change+14 (+4%)
Value$19.4K (-$691)
Filed 2026-10-30
Triumph Capital Management
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$670 (-$51)
Filed 2026-10-14
Commonwealth Equity Services, LLC
CLOSED
Shares0 from 4,665
Change-4,665 (-100%)
Value$0 (-$258.6K)
Filed 2026-11-02
Osaic Holdings, Inc.
N/A
Shares— from 29,701
Change-29,701 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 26,857
Change-26,857 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 26,791
Change-26,791 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 26,070
Change-26,070 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 25,619
Change-25,619 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 24,257
Change-24,257 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 21,587
Change-21,587 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 17,674
Change-17,674 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 5,159
Change-5,159 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 4,075
Change-4,075 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 3,700
Change-3,700 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,669
Change-1,669 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 137
Change-137 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Lunt Capital Management, Inc.
INCREASED223,772221,556+2,216+1%$12.3M$11.5M-$748.2K2026-10-30
Kestra Advisory Services, LLC
DECREASED127,711127,776-650%$7.1M$6.6M-$500.7K2026-11-02
Clear Creek Financial Management, LLC
INCREASED64,88538,924+25,961+67%$2.2M$3.3M+$1.2M2026-10-28
LPL Financial LLC
INCREASED44,23142,223+2,008+5%$2.3M$2.3M-$60.9K2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED36,81737,927-1,110-3%$2.1M$1.9K-$2.1M2026-11-02
Atria Investments, Inc
INCREASED9,6986,555+3,143+48%$363.4K$499.8K+$136.5K2026-10-15
Wealth Enhancement Advisory Services, LLC
DECREASED7,9618,341-380-5%$451.5K$411.2K-$40.3K2026-10-13
Clarus Group, Inc.
UNCHANGED5,1595,15900%$286.0K$265.9K-$20.1K2026-10-21
BlueChip Wealth Advisors LLC
NEW4,638—+4,638——$239.0K—2026-11-03
Unified Investment Management
INCREASED4,3664,365+1+0%$242.0K$225.0K-$16.9K2026-10-14
Independent Financial Group, LLC
DECREASED3,9824,014-32-1%$222.5K$205.2K-$17.3K2026-10-13
Creative Financial Designs Inc
DECREASED2,0115,463-3,452-63%$302.9K$103.6K-$199.2K2026-11-04
Compass Financial Management LLC
INCREASED377363+14+4%$20.1K$19.4K-$6912026-10-30
Triumph Capital Management
UNCHANGED131300%$721$670-$512026-10-14
Commonwealth Equity Services, LLC
CLOSED04,665-4,665-100%$258.6K$0-$258.6K2026-11-02
Osaic Holdings, Inc.
N/A—29,701-29,701-100%$1.6M———
Geneos Wealth Management Inc.
N/A—26,857-26,857-100%$1.5M———
Sanctuary Advisors, LLC
N/A—26,791-26,791-100%$1.5M———
Summit Financial, LLC
N/A—26,070-26,070-100%$1.4M———
Ausdal Financial Partners, Inc.
N/A—25,619-25,619-100%$1.4M———
JPMorgan Chase & Co
N/A—24,257-24,257-100%$1.3M———
Susquehanna International Group, LLP
N/A—21,587-21,587-100%$1.2M———
GeoWealth Management, LLC
N/A—17,674-17,674-100%$979.7K———
Aptus Capital Advisors, LLC
N/A—5,159-5,159-100%$286.0K———
Cetera Investment Advisers
N/A—4,075-4,075-100%$225.9K———
Two Sigma Investments, LP
N/A—3,700-3,700-100%$205.1K———
Harbour Investments, Inc.
N/A—1,669-1,669-100%$92.5K———
Rothschild Investment LLC
N/A—600-600-100%$33.3K———
Royal Bank of Canada
N/A—137-137-100%$8.0K———
AE Wealth Management LLC
N/A—4-4-100%$222———
Morgan Stanley
N/A—1-1-100%$56———
Showing 31 of 31 institutions