Institutional Ownership Pacer Fds Tr Swan Sos Moderate (PSMD)
This table provides information about the institutional ownership of Pacer Fds Tr Swan Sos Moderate (PSMD). We have compiled data on the 19 institutions that hold shares in the stock, with a total of 5.03 Million shares, which have been reported (via 13F filing form) to have a value of $144 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pacer Advisors, Inc.
Malvern, PA |
May 06, 2025 Q1 2025 |
2,448,997
shares
|
$70 Million
0.2% of portfolio
|
Q1 2025
Added 19.59%
|
|
|
Swan Global Investments, LLC
Durango, CO |
Feb 11, 2025 Q4 2024 |
2,047,780
shares
|
$58.5 Million
3.0% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
341,716
shares
|
$9.76 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
56,444
shares
|
$1.61 Million
0.63% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
42,170
shares
|
$1.2 Million
0.0% of portfolio
|
Q4 2024
Reduced 11.67%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Feb 06, 2025 Q4 2024 |
20,368
shares
|
$581,913
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
13,082
shares
|
$373,752
0.0% of portfolio
|
Q4 2024
Reduced 30.39%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
11,073
shares
|
$316,355
0.0% of portfolio
|
Q1 2025
Added 33.04%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
10,117
shares
|
$289,042
0.0% of portfolio
|
Q4 2024
Reduced 52.43%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
8,944
shares
|
$255,530
0.11% of portfolio
|
Q1 2023
Reduced 7.66%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
8,232
shares
|
$235,188
0.0% of portfolio
|
Q4 2024
Reduced 69.05%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
7,715
shares
|
$220,417
0.0% of portfolio
|
Q1 2025
Reduced 45.0%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Apr 03, 2025 Q1 2025 |
7,662
shares
|
$218,903
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
1,273
shares
|
$36,369
0.01% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
800
shares
|
$22,856
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
150
shares
|
$4,285
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
135
shares
|
$3,856
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
100
shares
|
$2,857
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|