13F Insight
DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
ALTL

PACER FDS TR

46 institutions still hold PACER FDS TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 69374H717·46 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 6.9%
vs prior quarter
13F value held
$56M
74.0% inst. owned
of float
Holders
46
+9 QoQ
filers reporting
Activity
+20 / −54
+823 added · −871 reduced
this quarter
Concentration
22.19%
Geneos Wealth Management Inc. #1
top holder share
AI Holders Summary · Q1 2026

46 institutions reported ALTL in Q1 2026. Geneos Wealth Management Inc. leads at 22.2% of the visible book. +9 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Geneos Wealth Management Inc.
CIK 0001764754
$13M286K0.29%Q1 202602
Lunt Capital Management, Inc.
CIK 0001608034
$9M213K3.58%Q1 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$7M154K0.00%Q1 202604
Soltis Investment Advisors LLC
CIK 0001802530
$4M102K0.28%Q1 202605
MORGAN STANLEY
CIK 0000895421
$4M94K0.00%Q1 202606
GOLDMAN SACHS GROUP INC
CIK 0000886982
$4M87K0.00%Q1 202607
LPL Financial LLC
CIK 0001403438
$3M63K0.00%Q1 202608
WBI INVESTMENTS, LLC
CIK 0001397424
$2M34K0.42%Q1 202609
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$1M31K0.00%Q1 202610
Steward Partners Investment Advisory, LLC
CIK 0001723397
$1M28K0.01%Q1 202611
ROYAL BANK OF CANADA
CIK 0001000275
$1M28K0.00%Q1 202612
Cetera Investment Advisers
CIK 0001666741
$1M27K0.00%Q1 202613
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$1M31K0.01%Q2 202514
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$1M24K0.00%Q1 202615
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$879,57120K0.00%Q1 202616
GeoWealth Management, LLC
CIK 0001593387
$874,91820K0.03%Q1 202617
OSAIC HOLDINGS, INC.
CIK 0001677044
$719,90216K0.00%Q1 202618
Ergawealth Advisors, Inc.
CIK 0001973209
$511,84912K0.23%Q1 202619
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$465,14911K0.00%Q1 202620
D. E. Shaw & Co., Inc.
CIK 0001009207
$422,46210K0.00%Q4 2025
Page 1 of 3
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