Institutional Ownership Pacer Fds Tr Swan Sos Moderate (PSMJ)
This table provides information about the institutional ownership of Pacer Fds Tr Swan Sos Moderate (PSMJ). We have compiled data on the 26 institutions that hold shares in the stock, with a total of 5.25 Million shares, which have been reported (via 13F filing form) to have a value of $166 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Swan Global Investments, LLC
Durango, CO |
Nov 07, 2025 Q3 2025 |
2,471,161
shares
|
$78.2 Million
3.58% of portfolio
|
Q3 2025
Added 20.69%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Oct 15, 2025 Q3 2025 |
2,471,161
shares
|
$78.2 Million
0.23% of portfolio
|
Q3 2025
Added 20.69%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
65,798
shares
|
$2.08 Million
0.0% of portfolio
|
Q3 2025
Added 32.11%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
43,667
shares
|
$1.38 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.7%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
28,310
shares
|
$895,445
0.0% of portfolio
|
Q1 2024
Added 14.65%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
27,036
shares
|
$855,148
0.0% of portfolio
|
Q3 2025
Reduced 10.01%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
26,611
shares
|
$841,705
0.0% of portfolio
|
Q3 2025
Reduced 3.58%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
19,753
shares
|
$624,787
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
13,940
shares
|
$440,922
0.14% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
13,475
shares
|
$426,214
0.0% of portfolio
|
Q3 2025
Reduced 25.84%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
12,823
shares
|
$405,591
0.06% of portfolio
|
Q3 2025
Added 15.75%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
12,135
shares
|
$383,830
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Nov 18, 2025 Q3 2025 |
9,159
shares
|
$289,699
0.2% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
7,894
shares
|
$249,687
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
6,405
shares
|
$202,590
0.01% of portfolio
|
Q3 2025
Reduced 13.5%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
4,820
shares
|
$152,456
0.06% of portfolio
|
Q3 2021
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
4,310
shares
|
$136,325
0.0% of portfolio
|
Q3 2025
Added 125.65%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
3,377
shares
|
$106,814
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
2,835
shares
|
$89,671
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
2,029
shares
|
$64,177
0.0% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
1,650
shares
|
$52,189
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
975
shares
|
$30,839
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
150
shares
|
$4,744
0.0% of portfolio
|
Q3 2025
Reduced 85.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
50
shares
|
$1,581
0.0% of portfolio
|
Q2 2025
Reduced 97.4%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
50
shares
|
$1,581
0.0% of portfolio
|
Q3 2023
New holding
|
|