Institutional Ownership Pacer Fds Tr Swan Sos Moderate (PSMR)
This table provides information about the institutional ownership of Pacer Fds Tr Swan Sos Moderate (PSMR). We have compiled data on the 17 institutions that hold shares in the stock, with a total of 5.38 Million shares, which have been reported (via 13F filing form) to have a value of $155 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Swan Global Investments, LLC
Durango, CO |
Jul 29, 2025 Q2 2025 |
2,590,216
shares
|
$74.6 Million
3.54% of portfolio
|
Q2 2025
Added 33.5%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
May 06, 2025 Q1 2025 |
1,940,278
shares
|
$55.9 Million
0.15% of portfolio
|
Q1 2025
Reduced 2.56%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
410,475
shares
|
$11.8 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
100,249
shares
|
$2.89 Million
1.05% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
97,559
shares
|
$2.81 Million
0.56% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
66,174
shares
|
$1.91 Million
0.0% of portfolio
|
Q1 2025
Added 2.94%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
44,759
shares
|
$1.29 Million
0.0% of portfolio
|
Q4 2024
Reduced 25.09%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
42,233
shares
|
$1.22 Million
0.0% of portfolio
|
Q1 2025
Added 295.66%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
25,434
shares
|
$732,499
0.29% of portfolio
|
Q4 2022
Reduced 0.04%
|
|
|
Cornerstone Wealth Group, LLC
|
Jul 28, 2025 Q2 2025 |
25,329
shares
|
$729,475
0.05% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
15,470
shares
|
$445,536
0.01% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
12,171
shares
|
$350,524
0.0% of portfolio
|
Q1 2025
Reduced 30.16%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
7,855
shares
|
$226,224
0.01% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
400
shares
|
$11,520
0.0% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
91
shares
|
$2,620
0.0% of portfolio
|
Q1 2025
Reduced 9.0%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
5
shares
|
$144
0.0% of portfolio
|
Q3 2023
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
|