Institutional Ownership Pacer Fds Tr Swan Sos Moderate (PSMD)
This table provides information about the institutional ownership of Pacer Fds Tr Swan Sos Moderate (PSMD). We have compiled data on the 18 institutions that hold shares in the stock, with a total of 5.07 Million shares, which have been reported (via 13F filing form) to have a value of $157 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pacer Advisors, Inc.
Malvern, PA |
Aug 12, 2025 Q2 2025 |
2,249,521
shares
|
$69.6 Million
0.2% of portfolio
|
Q2 2025
Reduced 8.15%
|
|
|
Swan Global Investments, LLC
Durango, CO |
Jul 29, 2025 Q2 2025 |
2,249,521
shares
|
$69.6 Million
3.29% of portfolio
|
Q2 2025
Reduced 8.15%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
318,351
shares
|
$9.85 Million
0.05% of portfolio
|
Q2 2025
Reduced 13.69%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
49,377
shares
|
$1.53 Million
0.53% of portfolio
|
Q2 2025
Reduced 10.95%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
46,532
shares
|
$1.44 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
40,776
shares
|
$1.26 Million
0.0% of portfolio
|
Q2 2025
Reduced 30.53%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
29,335
shares
|
$907,624
0.0% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Aug 12, 2025 Q2 2025 |
20,368
shares
|
$630,185
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
11,073
shares
|
$342,598
0.0% of portfolio
|
Q1 2025
Added 33.04%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jul 07, 2025 Q2 2025 |
10,813
shares
|
$334,554
0.04% of portfolio
|
Q2 2025
Added 41.13%
|
|
|
Allie Family Office LLC
|
Aug 13, 2025 Q2 2025 |
10,369
shares
|
$320,816
0.15% of portfolio
|
Q2 2025
Reduced 33.21%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
8,944
shares
|
$276,727
0.11% of portfolio
|
Q1 2023
Reduced 7.66%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
8,558
shares
|
$264,784
0.0% of portfolio
|
Q2 2025
Reduced 84.88%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
7,715
shares
|
$238,702
0.0% of portfolio
|
Q1 2025
Reduced 45.0%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
2,625
shares
|
$81,217
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
1,232
shares
|
$38,118
0.01% of portfolio
|
Q2 2025
Reduced 3.22%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
135
shares
|
$4,176
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|