DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
PAMC

PACER FDS TR

28 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 69374H725·28 13F holders·last filed Mar 31, 2026
Market cap
2.4%
vs prior quarter
13F value held
$34M
46.0% inst. owned
of float
Holders
28
-113 QoQ
filers reporting
Activity
+12 / −16
+884 added · −731 reduced
this quarter
Concentration
31.82%
Lunt Capital Management, Inc. #1
top holder share
AI Holders Summary · Q1 2026

28 institutions reported PAMC in Q1 2026. Lunt Capital Management, Inc. leads at 31.8% of the visible book. -113 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Lunt Capital Management, Inc.
CIK 0001608034
$11M224K4.11%Q1 2026
02
Kestra Advisory Services, LLC
CIK 0001830819
$9M186K0.03%Q1 2026
03
LPL Financial LLC
CIK 0001403438
$2M44K0.00%Q1 2026
04
Ausdal Financial Partners, Inc.
CIK 0001667146
$2M36K0.08%Q1 2026
05
Geneos Wealth Management Inc.
CIK 0001764754
$1M29K0.03%Q1 2026
06
Sanctuary Advisors, LLC
CIK 0001777271
$1M28K0.01%Q1 2026
07
OSAIC HOLDINGS, INC.
CIK 0001677044
$1M24K0.00%Q1 2026
08
Clear Creek Financial Management, LLC
CIK 0001784235
$1M24K0.09%Q1 2026
09
JPMORGAN CHASE & CO
CIK 0000019617
$1M24K0.00%Q1 2026
10
GeoWealth Management, LLC
CIK 0001593387
$840,95418K0.03%Q1 2026
11
MORGAN STANLEY
CIK 0000895421
$593,26212K0.00%Q1 2026
12
Belpointe Asset Management LLC
CIK 0001721242
$496,87810K0.02%Q1 2026
13
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$430,5489K0.00%Q1 2026
14
Atria Investments, Inc
CIK 0001535865
$260,3565K0.00%Q1 2026
15
Aptus Capital Advisors, LLC
CIK 0001664193
$246,9075K0.00%Q1 2026
16
Clarus Group, Inc.
CIK 0001844568
$246,9055K0.09%Q1 2026
17
CREATIVE FINANCIAL DESIGNS INC /ADV
CIK 0000819864
$241,9295K0.01%Q1 2026
18
INDEPENDENT FINANCIAL GROUP, LLC
CIK 0000275484
$240,9255K0.01%Q1 2026
19
Cetera Investment Advisers
CIK 0001666741
$225,7655K0.00%Q1 2026
20
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$223,0205K0.00%Q1 2026
Page 1 of 2
8 more holders available. Log in →