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Disclosery

ALTL PACER FDS TR

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CMN (fund)

46 managers (46 13F filers) reported a position in ALTL shares at 2025-03-31, 3,120,377 shares in all. 3 filers opened a position and 10 filers sold out during the quarter.

Managers
46
13F filers
46
New
3
Added
14
Reduced
17
Sold out
10
Shares held by filers
3,120,377

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Geneos Wealth Management Inc.827,295$28.8M0.42%+485,91213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/607,813$21.2M<0.01%-61,94313F-HRTimelineGroup
Ergawealth Advisors, Inc.243,833$8.49M4.21%+2,98913F-HRTimeline
Lunt Capital Management, Inc.226,183$7.87M2.87%+13,43113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC186,642$6.5M<0.01%+7,00013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY169,254$5.89M<0.01%-36,70013F-HRTimelineGroup
Soltis Investment Advisors LLC122,271$4.26M0.38%-6,74613F-HRTimeline
LPL Financial LLC101,339$3.53M<0.01%-34,53213F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC86,117$3M0.79%+45,40413F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED71,057$2.44M0.23%+7,24213F-HR/ATimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC50,461$1.76M<0.01%+8,68113F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.45,209$1.57M<0.01%-9,45913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA43,010$1.5M<0.01%-46,71413F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…34,686$1.21M<0.01%+21,10613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…32,986$1.15M<0.01%-2,21513F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.29,940$1.04M0.01%+5,59213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC28,901$1.01M<0.01%-18,92013F-HRTimelineGroup
UBS Group AGin group UBS Group AG26,234$913K<0.01%+13,19113F-HRTimelineGroup
GeoWealth Management, LLC22,931$798K0.03%+3,86913F-HRTimeline
PFG Advisors18,825$655K0.04%-5,84713F-HRTimeline
Foundations Investment Advisors, LLC17,691$616K0.01%new13F-HRTimeline
Cambridge Investment Research Advisors,…16,844$586K<0.01%-3,45013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC16,166$563K0.02%+1,14813F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…14,240$496K0.01%-2,05813F-HRTimelineGroup
Atria Investments, Inc12,212$425K0.01%+26713F-HRTimeline
Trilogy Capital Inc.10,962$382K0.02%-67313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC10,263$357K<0.01%-3,81413F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.9,843$343K<0.01%013F-HRTimelineGroup
HighTower Advisors, LLC8,290$289K<0.01%-50513F-HRTimeline
Sanctuary Advisors, LLC7,701$268K<0.01%013F-HRTimeline
Integrated Advisors Network LLC7,607$265K0.01%-19913F-HRTimeline
Atria Wealth Solutions, Inc.7,412$258K<0.01%013F-HRTimeline
MAI Capital Management3,527$123K<0.01%+1913F-HRTimeline
Sound Income Strategies, LLC920$32K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.578$18.3K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC400$14K<0.01%013F-HRTimelineGroup
COMERICA BANK235$8.18K<0.01%-2213F-HRTimeline
Capital Investment Advisory Services, L…202$7.03K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC161$5.61K<0.01%013F-HRTimeline
NewEdge Advisors, LLC71$2.47K<0.01%new13F-HRTimeline
Rossby Financial, LCC49$1.64K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC13$453<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC2$70<0.01%013F-HRTimelineGroup
Avondale Wealth Management1$32<0.01%013F-HRTimeline
Allworth Financial LP0$5<0.01%-113F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.