Institutional Ownership Pacer Swan Sos Flex (January) (PSFD)
This table provides information about the institutional ownership of Pacer Swan Sos Flex (January) (PSFD). We have compiled data on the 19 institutions that hold shares in the stock, with a total of 1.66 Million shares, which have been reported (via 13F filing form) to have a value of $60.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pacer Advisors, Inc.
Malvern, PA |
Oct 15, 2025 Q3 2025 |
655,650
shares
|
$24 Million
0.07% of portfolio
|
Q3 2025
Reduced 3.35%
|
|
|
Swan Global Investments, LLC
Durango, CO |
Nov 07, 2025 Q3 2025 |
655,650
shares
|
$24 Million
1.09% of portfolio
|
Q3 2025
Reduced 3.35%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
77,194
shares
|
$2.83 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.86%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Nov 14, 2025 Q3 2025 |
75,756
shares
|
$2.77 Million
1.17% of portfolio
|
Q3 2025
Reduced 2.87%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
53,206
shares
|
$1.95 Million
0.0% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
30,000
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
23,727
shares
|
$868,408
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
21,507
shares
|
$787,156
0.0% of portfolio
|
Q3 2025
Added 2.9%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
18,519
shares
|
$677,795
0.74% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
18,327
shares
|
$670,768
0.0% of portfolio
|
Q3 2025
Reduced 12.83%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
14,840
shares
|
$543,144
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
6,550
shares
|
$239,730
0.0% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
4,258
shares
|
$155,842
0.0% of portfolio
|
Q3 2025
Reduced 8.31%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
2,000
shares
|
$73,200
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
1,512
shares
|
$55,339
0.02% of portfolio
|
Q1 2023
Reduced 63.59%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
1,394
shares
|
$51,020
0.01% of portfolio
|
Q3 2024
Reduced 7.07%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,041
shares
|
$38,100
0.0% of portfolio
|
Q3 2025
Reduced 17.45%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
836
shares
|
$30,597
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|