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 16 institutions that hold shares in the stock, with a total of 4.63 Million shares, which have been reported (via 13F filing form) to have a value of $138 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pacer Advisors, Inc.
Malvern, PA |
Jan 22, 2025 Q4 2024 |
2,047,780
shares
|
$60.9 Million
0.15% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
Swan Global Investments, LLC
Durango, CO |
Feb 11, 2025 Q4 2024 |
2,047,780
shares
|
$60.9 Million
3.0% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
341,716
shares
|
$10.2 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
56,444
shares
|
$1.68 Million
0.63% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
42,170
shares
|
$1.25 Million
0.0% of portfolio
|
Q4 2024
Reduced 11.67%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Feb 06, 2025 Q4 2024 |
20,368
shares
|
$605,744
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
14,028
shares
|
$417,192
0.0% of portfolio
|
Q4 2024
Added 29.47%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
13,082
shares
|
$389,058
0.0% of portfolio
|
Q4 2024
Reduced 30.39%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
10,117
shares
|
$300,879
0.0% of portfolio
|
Q4 2024
Reduced 52.43%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
8,944
shares
|
$265,994
0.11% of portfolio
|
Q1 2023
Reduced 7.66%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
8,323
shares
|
$247,526
0.0% of portfolio
|
Q1 2024
Reduced 17.58%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
8,232
shares
|
$244,819
0.0% of portfolio
|
Q4 2024
Reduced 69.05%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
1,294
shares
|
$38,483
0.01% of portfolio
|
Q4 2024
Reduced 8.29%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
800
shares
|
$23,792
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
135
shares
|
$4,014
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|