Institutional Ownership Pacer Fds Tr Swan Sos Moderate (PSMJ)
This table provides information about the institutional ownership of Pacer Fds Tr Swan Sos Moderate (PSMJ). We have compiled data on the 24 institutions that hold shares in the stock, with a total of 4.85 Million shares, which have been reported (via 13F filing form) to have a value of $135 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pacer Advisors, Inc.
Malvern, PA |
May 06, 2025 Q1 2025 |
2,229,019
shares
|
$61.8 Million
0.17% of portfolio
|
Q1 2025
Reduced 2.56%
|
|
|
Swan Global Investments, LLC
Durango, CO |
May 13, 2025 Q1 2025 |
2,229,019
shares
|
$61.8 Million
3.28% of portfolio
|
Q1 2025
Reduced 2.56%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
71,448
shares
|
$1.98 Million
0.0% of portfolio
|
Q1 2025
Added 32.11%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
53,599
shares
|
$1.49 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
43,181
shares
|
$1.2 Million
0.01% of portfolio
|
Q1 2025
Added 3.79%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
38,253
shares
|
$1.06 Million
0.0% of portfolio
|
Q1 2025
Reduced 19.78%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
28,930
shares
|
$802,518
0.0% of portfolio
|
Q1 2025
Reduced 7.92%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
28,390
shares
|
$787,538
0.0% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
28,310
shares
|
$785,319
0.0% of portfolio
|
Q1 2024
Added 14.65%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
25,547
shares
|
$708,673
0.0% of portfolio
|
Q1 2025
Reduced 49.28%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
14,028
shares
|
$389,136
0.15% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
13,300
shares
|
$368,942
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
11,142
shares
|
$309,079
0.06% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
9,271
shares
|
$257,177
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
7,505
shares
|
$208,188
0.02% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
6,026
shares
|
$167,161
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
4,820
shares
|
$133,706
0.06% of portfolio
|
Q3 2021
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
2,036
shares
|
$56,478
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
1,925
shares
|
$53,399
0.0% of portfolio
|
Q3 2024
Added 120.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
1,886
shares
|
$52,317
0.0% of portfolio
|
Q1 2025
Added 17.88%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
1,650
shares
|
$45,771
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
1,450
shares
|
$40,223
0.02% of portfolio
|
Q1 2025
Added 45.0%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
50
shares
|
$1,387
0.0% of portfolio
|
Q3 2023
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
|