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 1.23 Million shares, which have been reported (via 13F filing form) to have a value of $38.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Swan Global Investments, LLC
Durango, CO |
Jul 29, 2025 Q2 2025 |
551,474
shares
|
$17.4 Million
0.82% of portfolio
|
Q2 2025
Reduced 8.14%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Aug 12, 2025 Q2 2025 |
551,474
shares
|
$17.4 Million
0.05% of portfolio
|
Q2 2025
Reduced 8.14%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
34,358
shares
|
$1.08 Million
0.0% of portfolio
|
Q1 2025
Reduced 59.09%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
18,154
shares
|
$573,121
0.02% of portfolio
|
Q4 2024
Reduced 4.15%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
14,937
shares
|
$471,561
0.0% of portfolio
|
Q2 2025
Reduced 54.29%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
14,183
shares
|
$447,757
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
14,145
shares
|
$446,557
0.53% of portfolio
|
Q2 2025
Added 30.19%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
9,921
shares
|
$313,205
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
7,379
shares
|
$232,955
0.04% of portfolio
|
Q4 2024
Reduced 6.48%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
7,363
shares
|
$232,449
0.0% of portfolio
|
Q2 2025
Reduced 88.93%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
3,940
shares
|
$124,385
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
|