14 institutions reported holding $20.6M of PACER FDS TR (ALTL) in SEC 13F filings for 2026-06-30. Largest institutional holders: Lunt Capital Management, Inc. ($10.5M), Soltis Investment Advisors LLC ($5.2M), ENVESTNET ASSET MANAGEMENT INC ($1.7M), GeoWealth Management, LLC ($1.0M), Cambridge Investment Research Advisors, Inc. ($922,000). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Lunt Capital Management, Inc. | $10.5M | 204,476 | Trimmed |
| 2 | Soltis Investment Advisors LLC | $5.2M | 101,376 | Trimmed |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $1.7M | 33,183 | Added |
| 4 | GeoWealth Management, LLC | $1.0M | 20,069 | Added |
| 5 | Cambridge Investment Research Advisors, Inc. | $922,000 | 17,986 | Added |
| 6 | Atria Investments, Inc | $371,861 | 7,248 | Added |
| 7 | INDEPENDENT FINANCIAL GROUP, LLC | $289,317 | 5,639 | Trimmed |
| 8 | Trilogy Capital Inc. | $269,982 | 5,262 | Trimmed |
| 9 | Kestra Advisory Services, LLC | $232,451 | 4,531 | Trimmed |
| 10 | IFP Advisors, Inc | $42,276 | 824 | Trimmed |
| 11 | CREATIVE FINANCIAL DESIGNS INC /ADV | $14,889 | 290 | New |
| 12 | Capital Investment Advisory Services, LLC | $10,364 | 202 | Hold |
| 13 | ASSETMARK, INC | $0 | 0 | Exited |
| 14 | Rossby Financial, LCC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30