Institutional Ownership Pacer Fds Tr Swan Sos Flex Jul (PSFJ)
This table provides information about the institutional ownership of Pacer Fds Tr Swan Sos Flex Jul (PSFJ). We have compiled data on the 13 institutions that hold shares in the stock, with a total of 1.47 Million shares, which have been reported (via 13F filing form) to have a value of $43.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pacer Advisors, Inc.
Malvern, PA |
May 06, 2025 Q1 2025 |
600,367
shares
|
$17.6 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Swan Global Investments, LLC
Durango, CO |
May 13, 2025 Q1 2025 |
600,367
shares
|
$17.6 Million
0.9% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
66,484
shares
|
$1.95 Million
0.01% of portfolio
|
Q1 2025
Added 61.26%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
55,424
shares
|
$1.63 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
34,358
shares
|
$1.01 Million
0.0% of portfolio
|
Q1 2025
Reduced 59.09%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
32,676
shares
|
$959,040
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
21,351
shares
|
$626,651
0.01% of portfolio
|
Q4 2024
Reduced 3.75%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
18,154
shares
|
$532,819
0.02% of portfolio
|
Q4 2024
Reduced 4.15%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
14,183
shares
|
$416,271
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
10,865
shares
|
$318,887
0.41% of portfolio
|
Q4 2024
Reduced 37.42%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
7,379
shares
|
$216,573
0.04% of portfolio
|
Q4 2024
Reduced 6.48%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
4,126
shares
|
$121,098
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
|