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 23 institutions that hold shares in the stock, with a total of 4.93 Million shares, which have been reported (via 13F filing form) to have a value of $143 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pacer Advisors, Inc.
Malvern, PA |
Jan 22, 2025 Q4 2024 |
2,287,473
shares
|
$66.1 Million
0.16% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
Swan Global Investments, LLC
Durango, CO |
Feb 11, 2025 Q4 2024 |
2,287,473
shares
|
$66.1 Million
3.27% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
54,081
shares
|
$1.56 Million
0.0% of portfolio
|
Q4 2024
Added 4.69%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
50,367
shares
|
$1.46 Million
0.01% of portfolio
|
Q4 2024
Added 157.22%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
47,683
shares
|
$1.38 Million
0.0% of portfolio
|
Q4 2024
Reduced 8.24%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
41,606
shares
|
$1.2 Million
0.01% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
31,417
shares
|
$908,265
0.0% of portfolio
|
Q4 2024
Reduced 6.62%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
28,858
shares
|
$834,284
0.0% of portfolio
|
Q4 2024
Reduced 44.27%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
28,310
shares
|
$818,442
0.0% of portfolio
|
Q1 2024
Added 14.65%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
14,038
shares
|
$405,838
0.15% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
13,300
shares
|
$384,503
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
11,145
shares
|
$322,201
0.06% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
9,271
shares
|
$268,024
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
7,705
shares
|
$222,751
0.02% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Socha Financial Group, LLC
Corning, NY |
Jan 27, 2025 Q4 2024 |
7,600
shares
|
$219,716
0.1% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
4,820
shares
|
$139,346
0.06% of portfolio
|
Q3 2021
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
2,036
shares
|
$58,860
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
1,925
shares
|
$55,651
0.0% of portfolio
|
Q3 2024
Added 120.0%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
1,650
shares
|
$47,701
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
1,600
shares
|
$46,256
0.0% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
1,000
shares
|
$28,910
0.01% of portfolio
|
Q4 2024
Reduced 82.91%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
50
shares
|
$1,445
0.0% of portfolio
|
Q3 2023
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
|