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 17 institutions that hold shares in the stock, with a total of 1.68 Million shares, which have been reported (via 13F filing form) to have a value of $59.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pacer Advisors, Inc.
Malvern, PA |
Aug 12, 2025 Q2 2025 |
678,347
shares
|
$24 Million
0.07% of portfolio
|
Q2 2025
Reduced 8.14%
|
|
|
Swan Global Investments, LLC
Durango, CO |
Jul 29, 2025 Q2 2025 |
678,347
shares
|
$24 Million
1.13% of portfolio
|
Q2 2025
Reduced 8.14%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
80,295
shares
|
$2.84 Million
0.0% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Aug 14, 2025 Q2 2025 |
77,994
shares
|
$2.76 Million
1.19% of portfolio
|
Q2 2025
Added 3.62%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
47,862
shares
|
$1.69 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.21%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
30,000
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
21,025
shares
|
$743,023
0.0% of portfolio
|
Q1 2025
Added 7.04%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
20,901
shares
|
$738,641
0.0% of portfolio
|
Q2 2025
Reduced 28.4%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
18,691
shares
|
$660,539
0.79% of portfolio
|
Q1 2025
Added 122.72%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
12,126
shares
|
$428,532
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
6,500
shares
|
$229,710
0.0% of portfolio
|
Q1 2025
Reduced 13.33%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
4,644
shares
|
$164,118
0.0% of portfolio
|
Q2 2025
Added 12800.0%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
1,512
shares
|
$53,434
0.02% of portfolio
|
Q1 2023
Reduced 63.59%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
1,394
shares
|
$49,263
0.01% of portfolio
|
Q3 2024
Reduced 7.07%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,261
shares
|
$44,563
0.0% of portfolio
|
Q1 2023
Reduced 53.3%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
159
shares
|
$5,619
0.0% of portfolio
|
Q2 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
|