Institutional Ownership Pacer Fds Tr Swan Sos Flex Oct (PSFO)
This table provides information about the institutional ownership of Pacer Fds Tr Swan Sos Flex Oct (PSFO). We have compiled data on the 7 institutions that hold shares in the stock, with a total of 860,090 shares, which have been reported (via 13F filing form) to have a value of $24.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Swan Global Investments, LLC
Durango, CO |
Feb 11, 2025 Q4 2024 |
416,161
shares
|
$11.7 Million
0.6% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
May 06, 2025 Q1 2025 |
405,531
shares
|
$11.4 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
15,125
shares
|
$424,558
0.0% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
12,111
shares
|
$339,955
0.0% of portfolio
|
Q4 2024
Added 13.91%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
7,262
shares
|
$203,844
0.39% of portfolio
|
Q4 2024
Reduced 31.7%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
3,900
shares
|
$109,473
0.02% of portfolio
|
Q1 2024
Reduced 2.5%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|