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 19 institutions that hold shares in the stock, with a total of 5.54 Million shares, which have been reported (via 13F filing form) to have a value of $163 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pacer Advisors, Inc.
Malvern, PA |
May 06, 2025 Q1 2025 |
2,448,997
shares
|
$72.3 Million
0.2% of portfolio
|
Q1 2025
Added 19.59%
|
|
|
Swan Global Investments, LLC
Durango, CO |
May 13, 2025 Q1 2025 |
2,448,997
shares
|
$72.3 Million
3.72% of portfolio
|
Q1 2025
Added 19.59%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
368,849
shares
|
$10.9 Million
0.05% of portfolio
|
Q1 2025
Added 7.94%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
58,693
shares
|
$1.73 Million
0.0% of portfolio
|
Q4 2024
Reduced 29.33%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
56,584
shares
|
$1.67 Million
0.0% of portfolio
|
Q1 2025
Added 459.3%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
55,450
shares
|
$1.64 Million
0.62% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
28,820
shares
|
$850,478
0.0% of portfolio
|
Q1 2025
Added 120.3%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
May 09, 2025 Q1 2025 |
20,368
shares
|
$601,059
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Allie Family Office LLC
|
May 13, 2025 Q1 2025 |
15,524
shares
|
$458,113
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
11,073
shares
|
$326,764
0.0% of portfolio
|
Q1 2025
Added 33.04%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
8,944
shares
|
$263,937
0.11% of portfolio
|
Q1 2023
Reduced 7.66%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
7,715
shares
|
$227,669
0.0% of portfolio
|
Q1 2025
Reduced 45.0%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Apr 03, 2025 Q1 2025 |
7,662
shares
|
$226,105
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
1,273
shares
|
$37,566
0.01% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
800
shares
|
$23,608
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
150
shares
|
$4,426
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
135
shares
|
$3,983
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
100
shares
|
$2,951
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|