Institutional Ownership Pacer Fds Tr Swan Sos Flex Jul (PSFJ)
This table provides information about the institutional ownership of Pacer Fds Tr Swan Sos Flex Jul (PSFJ). We have compiled data on the 12 institutions that hold shares in the stock, with a total of 1.39 Million shares, which have been reported (via 13F filing form) to have a value of $44.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pacer Advisors, Inc.
Malvern, PA |
Oct 15, 2025 Q3 2025 |
713,171
shares
|
$23 Million
0.07% of portfolio
|
Q3 2025
Added 29.32%
|
|
|
Swan Global Investments, LLC
Durango, CO |
Jul 29, 2025 Q2 2025 |
551,474
shares
|
$17.8 Million
0.82% of portfolio
|
Q2 2025
Reduced 8.14%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
33,033
shares
|
$1.06 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.86%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
18,154
shares
|
$584,558
0.02% of portfolio
|
Q4 2024
Reduced 4.15%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
14,937
shares
|
$480,971
0.0% of portfolio
|
Q2 2025
Reduced 54.29%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
14,736
shares
|
$474,499
0.52% of portfolio
|
Q3 2025
Added 4.18%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
14,183
shares
|
$456,692
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
9,921
shares
|
$319,456
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
8,577
shares
|
$276,179
0.04% of portfolio
|
Q3 2025
Added 16.24%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
7,363
shares
|
$237,088
0.0% of portfolio
|
Q2 2025
Reduced 88.93%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
3,940
shares
|
$126,868
0.0% of portfolio
|
Q2 2025
Reduced 4.51%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|