PACER FDS TR (PAMC)
Institutional ownership reported to the SEC as of Q2 2026, across 25 quarters.
30
Reporting holders
$38.0M
Reported value
0.0%
Held as options
+4
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Lunt Capital Management, Inc. | $12.3M | 221,556 | 4.50% | 13q | -0.9%-$113.7K |
| Kestra Advisory Services, LLC | $7.1M | 127,776 | 0.02% | 9q | -31.3%-$3.2M |
| LPL Financial LLC | $2.3M | 42,223 | 0.00% | 15q | -3.0%-$72.0K |
| Clear Creek Financial Management, LLC | $2.2M | 38,924 | 0.14% | 5q | +61.4%+$820.7K |
| OSAIC HOLDINGS, INC. | $1.6M | 29,701 | 0.00% | 20q | +21.5%+$291.6K |
| Geneos Wealth Management Inc. | $1.5M | 26,857 | 0.03% | 25q | -7.7%-$123.4K |
| Sanctuary Advisors, LLC | $1.5M | 26,791 | 0.01% | 9q | -4.6%-$71.2K |
| Summit Financial, LLC | $1.4M | 26,070 | 0.02% | new | NEW |
| Ausdal Financial Partners, Inc. | $1.4M | 25,619 | 0.06% | 7q | -28.9%-$577.1K |
| JPMORGAN CHASE & CO | $1.3M | 24,257 | 0.00% | 4q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 21,587 | 0.00% | new | NEW |
| GeoWealth Management, LLC | $979.7K | 17,674 | 0.03% | 15q | +0.6%+$5.7K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $451.5K | 8,341 | 0.00% | 6q | -5.7%-$27.2K |
| Atria Investments, Inc | $363.4K | 6,555 | 0.00% | 8q | +20.5%+$61.8K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $302.9K | 5,463 | 0.01% | 6q | +8.1%+$22.6K |
| Aptus Capital Advisors, LLC | $286.0K | 5,159 | 0.00% | 3q | HELD |
| Clarus Group, Inc. | $286.0K | 5,159 | 0.10% | 23q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $258.6K | 4,665 | 0.00% | 22q | HELD |
| Unified Investment Management | $242.0K | 4,365 | 0.22% | 5q | HELD |
| Cetera Investment Advisers | $225.9K | 4,075 | 0.00% | 10q | -13.6%-$35.6K |
| INDEPENDENT FINANCIAL GROUP, LLC | $222.5K | 4,014 | 0.00% | 6q | -20.3%-$56.5K |
| TWO SIGMA INVESTMENTS, LP | $205.1K | 3,700 | 0.00% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $133.0K | 2,399 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $92.5K | 1,669 | 0.00% | 9q | +3.4%+$3.0K |
| ROTHSCHILD INVESTMENT LLC | $33.3K | 600 | 0.00% | 10q | HELD |
| COMPASS FINANCIAL MANAGEMENT LLC | $20.1K | 363 | 0.00% | new | FIRST |
| ROYAL BANK OF CANADA | $8.0K | 137 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $4.2K | 75,854 | 0.00% | 13q | +70.7%+$1.7K |
| Triumph Capital Management | $721 | 13 | 0.00% | 3q | HELD |
| AE Wealth Management LLC | $222 | 4 | 0.00% | 3q | HELD |
| MORGAN STANLEY | $56 | 1 | 0.00% | 5q | -100.0%-$694.1K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 30 | $38.0M | 685,717 | 5 | 6 | 10 | 0.0% |
| Q1 2026 | 26 | $33.9M | 710,080 | 0 | 5 | 15 | 0.0% |
| Q4 2025 | 27 | $33.8M | 723,743 | 3 | 6 | 14 | 0.0% |
| Q3 2025 | 26 | $35.7M | 761,572 | 1 | 5 | 12 | 0.0% |
| Q2 2025 | 30 | $44.3M | 1,011,687 | 6 | 13 | 8 | 0.0% |
| Q1 2025 | 26 | $50.2M | 1,184,890 | 5 | 14 | 5 | 0.0% |
| Q4 2024 | 29 | $46.1M | 992,153 | 7 | 13 | 6 | 0.0% |
| Q3 2024 | 26 | $35.8M | 769,417 | 4 | 11 | 8 | 0.0% |
| Q2 2024 | 27 | $37.3M | 849,331 | 8 | 9 | 7 | 0.0% |
| Q1 2024 | 19 | $29.6M | 647,708 | 5 | 3 | 8 | 0.0% |
| Q4 2023 | 18 | $22.5M | 606,516 | 5 | 3 | 7 | 0.0% |
| Q3 2023 | 13 | $19.4M | 562,939 | 0 | 6 | 6 | 0.0% |
| Q2 2023 | 14 | $19.3M | 542,871 | 1 | 6 | 4 | 0.0% |
| Q1 2023 | 18 | $13.6M | 407,686 | 2 | 6 | 8 | 0.0% |
| Q4 2022 | 19 | $14.7M | 468,413 | 4 | 5 | 6 | 0.0% |
| Q3 2022 | 20 | $19.3M | 690,241 | 3 | 9 | 6 | 0.0% |
| Q2 2022 | 18 | $18.6M | 621,541 | 2 | 7 | 5 | 0.0% |
| Q1 2022 | 19 | $22.4M | 632,394 | 3 | 9 | 6 | 0.0% |
| Q4 2021 | 21 | $30.3M | 840,144 | 7 | 10 | 2 | 0.0% |
| Q3 2021 | 15 | $27.2M | 777,016 | 4 | 6 | 4 | 0.0% |
| Q2 2021 | 15 | $28.5M | 777,302 | 6 | 6 | 1 | 0.0% |
| Q1 2021 | 10 | $18.9M | 530,381 | 5 | 4 | 0 | 0.0% |
| Q4 2020 | 7 | $21.3M | 647,845 | 1 | 1 | 2 | 0.0% |
| Q3 2020 | 5 | $15.9M | 601,446 | 3 | 0 | 0 | 0.0% |
| Q2 2020 | 3 | $2.5M | 25,975 | 3 | 0 | 0 | 0.0% |