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 5.1 Million shares, which have been reported (via 13F filing form) to have a value of $142 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Swan Global Investments, LLC
Durango, CO |
May 09, 2024 Q1 2024 |
2,325,654
shares
|
$64.7 Million
3.18% of portfolio
|
Q1 2024
Added 72.94%
|
|
Pacer Advisors, Inc.
Malvern, PA |
May 10, 2024 Q1 2024 |
2,325,654
shares
|
$64.7 Million
0.16% of portfolio
|
Q1 2024
Added 72.94%
|
|
Sykon Capital LLC
Harrison, NY |
May 08, 2024 Q1 2024 |
215,244
shares
|
$5.99 Million
2.11% of portfolio
|
Q1 2024
New holding
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
79,907
shares
|
$2.22 Million
0.0% of portfolio
|
Q1 2024
Added 46.69%
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
43,548
shares
|
$1.21 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
42,942
shares
|
$1.2 Million
0.0% of portfolio
|
Q1 2024
Reduced 3.46%
|
|
Lincoln National Corp
|
May 01, 2024 Q1 2024 |
12,741
shares
|
$354,582
0.01% of portfolio
|
Q1 2024
New holding
|
|
Old Mission Capital LLC
|
May 14, 2024 Q1 2024 |
11,858
shares
|
$330,008
0.01% of portfolio
|
Q1 2024
Reduced 34.24%
|
|
Wolverine Trading, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
10,153
shares
|
$282,557
0.0% of portfolio
|
Q1 2024
Reduced 9.91%
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
8,944
shares
|
$248,911
0.11% of portfolio
|
Q1 2023
Reduced 7.66%
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
8,323
shares
|
$231,629
0.0% of portfolio
|
Q1 2024
Reduced 17.58%
|
|
Cornerstone Wealth Group, LLC
|
Apr 17, 2024 Q1 2024 |
7,724
shares
|
$214,958
0.02% of portfolio
|
Q1 2024
New holding
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
7,406
shares
|
$206,108
0.0% of portfolio
|
Q1 2024
Reduced 49.34%
|
|
Blue Bell Private Wealth Management, LLC
|
Apr 24, 2024 Q1 2024 |
1,452
shares
|
$40,409
0.01% of portfolio
|
Q1 2024
Reduced 3.2%
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Apr 19, 2024 Q1 2024 |
900
shares
|
$25,047
0.01% of portfolio
|
Q1 2024
New holding
|
|
Principal Securities, Inc.
Des Moines, IA |
May 10, 2024 Q1 2024 |
800
shares
|
$22,264
0.0% of portfolio
|
Q1 2024
New holding
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 11, 2024 Q1 2024 |
135
shares
|
$3,757
0.0% of portfolio
|
Q3 2023
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|