IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Pacer Lunt LRG Cap Multi-Fac (PALC)

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
Shares261,785 from 256,680
Change+5,105 (+2%)
Value$14.1M (-$1.2M)
Filed 2026-10-30
Financial Enhancement Group LLC
INCREASED
Shares237,848 from 236,296
Change+1,552 (+1%)
Value$13.0M (-$1.2M)
Filed 2026-10-08
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares207,622 from 215,382
Change-7,760 (-4%)
Value$11.2K (-$12.9M)
Filed 2026-11-02
LPL Financial LLC
INCREASED
Shares195,670 from 161,121
Change+34,549 (+21%)
Value$10.5M (+$903.2K)
Filed 2026-11-06
Atria Investments, Inc
INCREASED
Shares182,716 from 152,729
Change+29,987 (+20%)
Value$9.8M (+$707.5K)
Filed 2026-10-15
Enzi Wealth
DECREASED
Shares59,108 from 59,420
Change-312 (-1%)
Value$3.2M (-$188.3K)
Filed 2026-10-14
Creative Planning
UNCHANGED
Shares41,763 from 41,763
Change0 (0%)
Value$2.2M (-$247.8K)
Filed 2026-11-02
Ergawealth Advisors, Inc.
DECREASED
Shares34,611 from 36,690
Change-2,079 (-6%)
Value$1.9M (-$329.6K)
Filed 2026-10-21
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares31,057 from 30,746
Change+311 (+1%)
Value$1.7M (-$99.4K)
Filed 2026-10-13
Kestra Advisory Services, LLC
DECREASED
Shares19,544 from 23,360
Change-3,816 (-16%)
Value$1.1M (-$344.0K)
Filed 2026-11-02
Centurion Wealth Management LLC
INCREASED
Shares18,999 from 18,774
Change+225 (+1%)
Value$1.0M (-$99.3K)
Filed 2026-10-13
WBI Investments, LLC
INCREASED
Shares15,454 from 14,851
Change+603 (+4%)
Value$831.7K (-$55.7K)
Filed 2026-11-05
Landmark Wealth Management, Inc.
UNCHANGED
Shares14,144 from 14,144
Change0 (0%)
Value$761.2K (-$83.9K)
Filed 2026-11-04
Clarus Group, Inc.
UNCHANGED
Shares10,686 from 10,686
Change0 (0%)
Value$575.1K (-$63.4K)
Filed 2026-10-21
Unified Investment Management
INCREASED
Shares10,316 from 10,314
Change+2 (+0%)
Value$555.2K (-$61.1K)
Filed 2026-10-14
Integrated Advisors Network LLC
INCREASED
Shares9,840 from 8,035
Change+1,805 (+22%)
Value$529.6K (+$49.5K)
Filed 2026-10-20
Truist Financial Corp
INCREASED
Shares8,369 from 7,539
Change+830 (+11%)
Value$450.4K (-$73)
Filed 2026-10-30
Lanark Financial, Inc.
UNCHANGED
Shares7,775 from 7,775
Change0 (0%)
Value$418.4K (-$46.1K)
Filed 2026-10-26
Cornerstone Wealth Management, LLC
INCREASED
Shares5,998 from 5,990
Change+8 (+0%)
Value$322.8K (-$35.1K)
Filed 2026-11-04
HUB Investment Partners, LLC
INCREASED
Shares5,525 from 5,485
Change+40 (+1%)
Value$297.3K (-$30.4K)
Filed 2026-11-03
Independent Financial Group, LLC
DECREASED
Shares3,973 from 4,006
Change-33 (-1%)
Value$213.8K (-$25.6K)
Filed 2026-10-13
Miller Global Investments, LLC
DECREASED
Shares3,174 from 3,204
Change-30 (-1%)
Value$170.8K (-$20.6K)
Filed 2026-10-02
Capital Investment Advisory Services, LLC
UNCHANGED
Shares2,770 from 2,770
Change0 (0%)
Value$149.1K (-$16.4K)
Filed 2026-10-30
Assetmark, Inc
UNCHANGED
Shares2,319 from 2,319
Change0 (0%)
Value$124.8K (-$13.8K)
Filed 2026-10-21
IFP Advisors, Inc
DECREASED
Shares2,277 from 2,329
Change-52 (-2%)
Value$122.5K (-$16.6K)
Filed 2026-10-16
James T. Borello RIA
NEW
Shares1,284
Change+1,284
Value$69.1K
Filed 2026-10-16
Signature Equity Partners, LLC
NEW
Shares512
Change+512
Value$27.6K
Filed 2026-10-29
Compass Financial Management LLC
INCREASED
Shares347 from 334
Change+13 (+4%)
Value$18.7K (-$1.3K)
Filed 2026-10-30
Allworth Financial LP
UNCHANGED
Shares163 from 163
Change0 (0%)
Value$9.7K ($0)
Filed 2026-11-06
Next Level Wealth Planning, LLC
NEW
Shares41
Change+41
Value$2.2K
Filed 2026-10-29
Evolution Wealth Management Inc.
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$1.6K (-$172)
Filed 2026-10-28
Bullock Wealth Management Group
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$541 (-$49)
Filed 2026-10-09
US Bancorp \de\
NEW
Shares1
Change+1
Value$54
Filed 2026-11-05
International Assets Investment Management, LLC
CLOSED
Shares0 from 2,958
Change-2,958 (-100%)
Value$0 (-$174.4K)
Filed 2026-11-02
IMG Wealth Management, Inc.
CLOSED
Shares0 from 834
Change-834 (-100%)
Value$0 (-$49.8K)
Filed 2026-10-27
Creative Financial Designs Inc
CLOSED
Shares0 from 268
Change-268 (-100%)
Value$0 (-$16.0K)
Filed 2026-11-04
Ameriprise Financial Inc
N/A
Shares— from 300,530
Change-300,530 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 221,744
Change-221,744 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 206,458
Change-206,458 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 189,528
Change-189,528 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 121,964
Change-121,964 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 105,749
Change-105,749 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 103,651
Change-103,651 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 48,904
Change-48,904 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 35,705
Change-35,705 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 32,003
Change-32,003 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 30,891
Change-30,891 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 29,909
Change-29,909 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 28,192
Change-28,192 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 24,697
Change-24,697 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 22,266
Change-22,266 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 21,200
Change-21,200 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 17,592
Change-17,592 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 12,306
Change-12,306 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 10,686
Change-10,686 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 9,777
Change-9,777 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 9,704
Change-9,704 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 9,677
Change-9,677 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 8,316
Change-8,316 (-100%)
Value—
Chicago Wealth Management, Inc.
N/A
Shares— from 7,397
Change-7,397 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 6,796
Change-6,796 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 6,245
Change-6,245 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 6,134
Change-6,134 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 5,594
Change-5,594 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 5,363
Change-5,363 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 5,171
Change-5,171 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 5,104
Change-5,104 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 3,706
Change-3,706 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 2,081
Change-2,081 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,972
Change-1,972 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 941
Change-941 (-100%)
Value—
FMR LLC
N/A
Shares— from 781
Change-781 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 672
Change-672 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 209
Change-209 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 123
Change-123 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 112
Change-112 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 112
Change-112 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 75
Change-75 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 35
Change-35 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 20
Change-20 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 19
Change-19 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Status
Lunt Capital Management, Inc.
INCREASED261,785256,680+5,105+2%$15.3M$14.1M-$1.2M2026-10-30
Financial Enhancement Group LLC
INCREASED237,848236,296+1,552+1%$14.1M$13.0M-$1.2M2026-10-08
Cambridge Investment Research Advisors, Inc.
DECREASED207,622215,382-7,760-4%$12.9M$11.2K-$12.9M2026-11-02
LPL Financial LLC
INCREASED195,670161,121+34,549+21%$9.6M$10.5M+$903.2K2026-11-06
Atria Investments, Inc
INCREASED182,716152,729+29,987+20%$9.1M$9.8M+$707.5K2026-10-15
Enzi Wealth
DECREASED59,10859,420-312-1%$3.4M$3.2M-$188.3K2026-10-14
Creative Planning
UNCHANGED41,76341,76300%$2.5M$2.2M-$247.8K2026-11-02
Ergawealth Advisors, Inc.
DECREASED34,61136,690-2,079-6%$2.2M$1.9M-$329.6K2026-10-21
Wealth Enhancement Advisory Services, LLC
INCREASED31,05730,746+311+1%$1.8M$1.7M-$99.4K2026-10-13
Kestra Advisory Services, LLC
DECREASED19,54423,360-3,816-16%$1.4M$1.1M-$344.0K2026-11-02
Centurion Wealth Management LLC
INCREASED18,99918,774+225+1%$1.1M$1.0M-$99.3K2026-10-13
WBI Investments, LLC
INCREASED15,45414,851+603+4%$887.4K$831.7K-$55.7K2026-11-05
Landmark Wealth Management, Inc.
UNCHANGED14,14414,14400%$845.1K$761.2K-$83.9K2026-11-04
Clarus Group, Inc.
UNCHANGED10,68610,68600%$638.5K$575.1K-$63.4K2026-10-21
Unified Investment Management
INCREASED10,31610,314+2+0%$616.3K$555.2K-$61.1K2026-10-14
Integrated Advisors Network LLC
INCREASED9,8408,035+1,805+22%$480.1K$529.6K+$49.5K2026-10-20
Truist Financial Corp
INCREASED8,3697,539+830+11%$450.5K$450.4K-$732026-10-30
Lanark Financial, Inc.
UNCHANGED7,7757,77500%$464.6K$418.4K-$46.1K2026-10-26
Cornerstone Wealth Management, LLC
INCREASED5,9985,990+8+0%$357.9K$322.8K-$35.1K2026-11-04
HUB Investment Partners, LLC
INCREASED5,5255,485+40+1%$327.7K$297.3K-$30.4K2026-11-03
Independent Financial Group, LLC
DECREASED3,9734,006-33-1%$239.4K$213.8K-$25.6K2026-10-13
Miller Global Investments, LLC
DECREASED3,1743,204-30-1%$191.4K$170.8K-$20.6K2026-10-02
Capital Investment Advisory Services, LLC
UNCHANGED2,7702,77000%$165.5K$149.1K-$16.4K2026-10-30
Assetmark, Inc
UNCHANGED2,3192,31900%$138.6K$124.8K-$13.8K2026-10-21
IFP Advisors, Inc
DECREASED2,2772,329-52-2%$139.2K$122.5K-$16.6K2026-10-16
James T. Borello RIA
NEW1,284—+1,284——$69.1K—2026-10-16
Signature Equity Partners, LLC
NEW512—+512——$27.6K—2026-10-29
Compass Financial Management LLC
INCREASED347334+13+4%$20.0K$18.7K-$1.3K2026-10-30
Allworth Financial LP
UNCHANGED16316300%$9.7K$9.7K$02026-11-06
Next Level Wealth Planning, LLC
NEW41—+41——$2.2K—2026-10-29
Evolution Wealth Management Inc.
UNCHANGED292900%$1.7K$1.6K-$1722026-10-28
Bullock Wealth Management Group
UNCHANGED101000%$590$541-$492026-10-09
US Bancorp \de\
NEW1—+1——$54—2026-11-05
International Assets Investment Management, LLC
CLOSED02,958-2,958-100%$174.4K$0-$174.4K2026-11-02
IMG Wealth Management, Inc.
CLOSED0834-834-100%$49.8K$0-$49.8K2026-10-27
Creative Financial Designs Inc
CLOSED0268-268-100%$16.0K$0-$16.0K2026-11-04
Ameriprise Financial Inc
N/A—300,530-300,530-100%$18.0M———
Geneos Wealth Management Inc.
N/A—221,744-221,744-100%$13.2M———
Northwestern Mutual Wealth Management Co
N/A—206,458-206,458-100%$12.3M———
Centric Wealth Management
N/A—189,528-189,528-100%$10.3M———
Goldman Sachs Group Inc
N/A—121,964-121,964-100%$7.3M———
Ausdal Financial Partners, Inc.
N/A—105,749-105,749-100%$6.3M———
Gallagher Fiduciary Advisors, LLC
N/A—103,651-103,651-100%$6.2M———
Raymond James Financial Inc
N/A—48,904-48,904-100%$2.9M———
World Investment Advisors
N/A—35,705-35,705-100%$1.8M———
JPMorgan Chase & Co
N/A—32,003-32,003-100%$1.9M———
Summit Financial, LLC
N/A—30,891-30,891-100%$1.8M———
Equitable Holdings, Inc.
N/A—29,909-29,909-100%$1.8M———
Waverly Advisors, LLC
N/A—28,192-28,192-100%$1.7M———
Osaic Holdings, Inc.
N/A—24,697-24,697-100%$1.5M———
Cetera Investment Advisers
N/A—22,266-22,266-100%$1.3M———
Palumbo Wealth Management LLC
N/A—21,200-21,200-100%$1.3M———
GeoWealth Management, LLC
N/A—17,592-17,592-100%$1.1M———
Belpointe Asset Management LLC
N/A—12,306-12,306-100%$735.3K———
Aptus Capital Advisors, LLC
N/A—10,686-10,686-100%$638.5K———
Advisory Services Network, LLC
N/A—9,777-9,777-100%$584.1K———
Alpha Financial Partners LLC
N/A—9,704-9,704-100%$579.8K———
Gladstone Institutional Advisory LLC
N/A—9,677-9,677-100%$578.2K———
Envestnet Asset Management Inc
N/A—8,316-8,316-100%$496.9K———
Chicago Wealth Management, Inc.
N/A—7,397-7,397-100%$442.0K———
Maridea Wealth Management LLC
N/A—6,796-6,796-100%$406.1K———
Susquehanna International Group, LLP
N/A—6,245-6,245-100%$373.1K———
Citadel Advisors LLC
N/A—6,134-6,134-100%$366.5K———
Morgan Stanley
N/A—5,594-5,594-100%$334.2K———
Sanctuary Advisors, LLC
N/A—5,363-5,363-100%$320.4K———
Brookwood Investment Group LLC
N/A—5,171-5,171-100%$309.0K———
Leavell Investment Management, Inc.
N/A—5,104-5,104-100%$305.0K———
Private Advisor Group, LLC
N/A—3,706-3,706-100%$221.4K———
Steward Partners Investment Advisory, LLC
N/A—2,081-2,081-100%$124.3K———
UBS Group AG
N/A—1,972-1,972-100%$117.8K———
Glen Eagle Advisors, LLC
N/A—941-941-100%$56.2K———
FMR LLC
N/A—781-781-100%$46.7K———
Harbour Investments, Inc.
N/A—672-672-100%$40.2K———
Royal Bank of Canada
N/A—209-209-100%$12.0K———
Frazier Financial Advisors, LLC
N/A—123-123-100%$7.3K———
BFC Planning, Inc.
N/A—112-112-100%$6.7K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—112-112-100%$6.7K———
Ameritas Advisory Services, LLC
N/A—75-75-100%$4.5K———
Vanguard Advisers Inc
N/A—35-35-100%$2.1K———
Arax Advisory Partners
N/A—20-20-100%$1.2K———
Jones Financial Companies Lllp
N/A—19-19-100%$1.1K———
AE Wealth Management LLC
N/A—8-8-100%$478———
Showing 82 of 82 institutions