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 11 institutions that hold shares in the stock, with a total of 1.49 Million shares, which have been reported (via 13F filing form) to have a value of $44.4 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
Pacer Advisors, Inc.
Malvern, PA |
Jan 22, 2025 Q4 2024 |
616,106
shares
|
$18.5 Million
0.04% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
Swan Global Investments, LLC
Durango, CO |
Feb 11, 2025 Q4 2024 |
616,106
shares
|
$18.5 Million
0.9% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
83,981
shares
|
$2.52 Million
0.01% of portfolio
|
Q3 2024
Added 16.8%
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
56,270
shares
|
$1.69 Million
0.0% of portfolio
|
Q4 2024
Added 0.02%
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
41,229
shares
|
$1.24 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
21,351
shares
|
$641,170
0.01% of portfolio
|
Q4 2024
Reduced 3.75%
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
18,154
shares
|
$545,164
0.02% of portfolio
|
Q4 2024
Reduced 4.15%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
14,183
shares
|
$425,915
0.0% of portfolio
|
Q1 2024
New holding
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
10,865
shares
|
$326,275
0.59% of portfolio
|
Q4 2024
Reduced 37.42%
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
7,379
shares
|
$221,591
0.04% of portfolio
|
Q4 2024
Reduced 6.48%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|