ALTL Institutional Ownership & Shareholders
PACER LUNT LARGE CAP ALTERNA (ALTL) is currently held by 37 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $64.26M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Geneos Wealth Management Inc. is currently the largest disclosed institutional shareholder of ALTL tracked by InsiderSet, reporting ownership valued at approximately $14.42M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $11.02M, representing an estimated loss of -23.56% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 83% of the total disclosed ALTL value among the investors covered in this analysis. Major shareholders include Geneos Wealth Management Inc., Lunt Capital Management, Inc., Bank Of America Corp, and several other long-term asset managers with concentrated positions in PACER LUNT LARGE CAP ALTERNA (ALTL).
This page ranks the largest institutional ALTL shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
37
Total Reported Value
$64.26M
Largest Holder
Geneos Wealth Management Inc.
Largest Position
$14.42M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
50
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Geneos Wealth Management Inc. | 0.29% | 281,027 | $14,419,486 | $11,022,188 | -$3,397,298 | -23.56% | |
| Lunt Capital Management, Inc. | 3.49% | 209,660 | $9,162,184 | $8,223,096 | -$939,088 | -10.25% | |
| Bank Of America Corp | 0.00% | 153,623 | $7,881,645 | $6,025,263 | -$1,856,382 | -23.55% | |
| Morgan Stanley | 0.00% | 93,459 | $4,794,983 | $3,665,565 | -$1,129,418 | -23.55% | |
| Goldman Sachs Group Inc | 0.00% | 86,868 | $4,456,789 | $3,407,059 | -$1,049,730 | -23.55% | |
| Soltis Investment Advisors Llc | 0.21% | 100,357 | $4,385,624 | $3,936,112 | -$449,512 | -10.25% | |
| Lpl Financial Llc | 0.00% | 52,711 | $2,704,378 | $2,067,383 | -$636,995 | -23.55% | |
| Susquehanna International Group, Llp | 0.00% | 43,945 | $2,254,611 | $1,723,571 | -$531,040 | -23.55% | |
| Wbi Investments, Llc | 0.44% | 34,421 | $1,765,955 | $1,350,029 | -$415,926 | -23.55% | |
| Envestnet Asset Management Inc | 0.00% | 33,183 | $1,702,474 | $1,301,474 | -$401,000 | -23.55% | |
| Royal Bank Of Canada | 0.00% | 29,933 | $1,536,000 | $1,174,005 | -$361,995 | -23.57% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 28,809 | $1,478,032 | $1,129,921 | -$348,111 | -23.55% | |
| Summit Financial, Llc | 0.02% | 28,220 | $1,447,836 | $1,106,819 | -$341,017 | -23.55% | |
| Cetera Investment Advisers | 0.00% | 27,454 | $1,408,531 | $1,076,776 | -$331,755 | -23.55% | |
| Geowealth Management, Llc | 0.03% | 20,069 | $1,029,623 | $787,128 | -$242,495 | -23.55% | |
| Osaic Holdings, Inc. | 0.00% | 16,165 | $829,455 | $634,009 | -$195,446 | -23.56% | |
| Citadel Advisors Llc | 0.00% | 10,617 | $544,708 | $416,410 | -$128,298 | -23.55% | |
| Atria Investments, Inc | 0.00% | 11,181 | $488,612 | $438,531 | -$50,081 | -10.25% | |
| Ubs Group Ag | 0.00% | 6,436 | $330,199 | $252,427 | -$77,772 | -23.55% | |
| Raymond James Financial Inc | 0.00% | 5,700 | $292,437 | $223,560 | -$68,877 | -23.55% | |
| Kestra Advisory Services, Llc | 0.00% | 5,828 | $254,703 | $228,581 | -$26,122 | -10.26% | |
| Integrated Advisors Network Llc | 0.01% | 5,707 | $249,408 | $223,835 | -$25,573 | -10.25% | |
| Ergawealth Advisors, Inc. | 0.09% | 5,196 | $227,057 | $203,793 | -$23,264 | -10.25% | |
| Independent Financial Group, Llc | 0.00% | 5,133 | $224,291 | $201,322 | -$22,969 | -10.24% | |
| Trilogy Capital Inc. | 0.01% | 5,061 | $221,156 | $198,498 | -$22,658 | -10.25% | |
| Tower Research Capital Llc (Trc) | 0.00% | 958 | $49,150 | $37,574 | -$11,576 | -23.55% | |
| Ifp Advisors, Inc | 0.00% | 757 | $33,081 | $29,690 | -$3,391 | -10.25% | |
| Ameritas Advisory Services, Llc | 0.00% | 570 | $29,255 | $22,356 | -$6,899 | -23.58% | |
| Cwm, Llc | 0.00% | 400 | $17,553 | $15,688 | -$1,865 | -10.62% | |
| Creative Financial Designs Inc | 0.00% | 290 | $14,889 | $11,374 | -$3,515 | -23.61% | |
| Benson Wealth Management Inc | 0.01% | 184 | $9,440 | $7,217 | -$2,223 | -23.55% | |
| Capital Investment Advisory Services, Llc | 0.00% | 202 | $8,827 | $7,923 | -$904 | -10.25% | |
| Newedge Advisors, Llc | 0.00% | 71 | $3,643 | $2,785 | -$858 | -23.56% | |
| Alphacore Capital Llc | 0.00% | 45 | $2,309 | $1,765 | -$544 | -23.56% | |
| Fifth Third Bancorp | 0.00% | 45 | $2,309 | $1,765 | -$544 | -23.56% | |
| Fmr Llc | 0.00% | 13 | $667 | $510 | -$157 | -23.56% | |
| Allworth Financial Lp | 0.00% | 0 | $8 | — | — | — |
Frequently asked questions about ALTL
Who are the largest institutional holders of ALTL?
The largest institutional holders of ALTL reported in the latest SEC Form 13F filings include Geneos Wealth Management Inc., Lunt Capital Management, Inc., Bank Of America Corp, Morgan Stanley, and Goldman Sachs Group Inc. InsiderSet ranks institutional holders by their latest reported ALTL position.
What is ALTL institutional ownership?
This page tracks ALTL positions reported by institutional investment managers through SEC Form 13F. PACER LUNT LARGE CAP ALTERNA (ALTL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own ALTL?
InsiderSet currently tracks 37 institutional managers reporting ALTL holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of ALTL shareholders.
How much ALTL stock do institutions own?
Institutional investment managers disclosed approximately $64.26M in ALTL holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was ALTL institutional ownership last updated?
The latest ALTL institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional ALTL holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its ALTL position after the reporting date.
Are institutions buying or selling ALTL?
Institutional buying and selling can be analyzed by comparing ALTL positions across consecutive 13F reporting periods. InsiderSet's ALTL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View ALTL ownership changes.
How has ALTL institutional ownership changed over time?
InsiderSet tracks ALTL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.