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 5.31 Million shares, which have been reported (via 13F filing form) to have a value of $152 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Swan Global Investments, LLC
Durango, CO |
Nov 13, 2024 Q3 2024 |
2,365,762
shares
|
$67.5 Million
3.27% of portfolio
|
Q3 2024
Added 41.01%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Nov 12, 2024 Q3 2024 |
2,365,762
shares
|
$67.5 Million
0.16% of portfolio
|
Q3 2024
Added 41.01%
|
|
|
Sykon Capital LLC
Harrison, NY |
Nov 12, 2024 Q3 2024 |
224,883
shares
|
$6.42 Million
2.22% of portfolio
|
Q3 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
51,963
shares
|
$1.48 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
51,783
shares
|
$1.48 Million
0.0% of portfolio
|
Q3 2024
Added 57.7%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
51,658
shares
|
$1.47 Million
0.0% of portfolio
|
Q3 2024
Reduced 34.05%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
41,352
shares
|
$1.18 Million
0.01% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
33,646
shares
|
$959,920
0.0% of portfolio
|
Q3 2024
Reduced 5.9%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
28,310
shares
|
$807,684
0.0% of portfolio
|
Q1 2024
Added 14.65%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
19,581
shares
|
$558,645
0.01% of portfolio
|
Q3 2024
Added 34.26%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
14,038
shares
|
$400,504
0.15% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
11,152
shares
|
$318,166
0.06% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
9,271
shares
|
$264,501
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
9,271
shares
|
$264,501
0.0% of portfolio
|
Q3 2024
Reduced 32.93%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
7,725
shares
|
$220,394
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Socha Financial Group, LLC
Corning, NY |
Oct 30, 2024 Q3 2024 |
7,600
shares
|
$216,828
0.09% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
5,850
shares
|
$166,900
0.08% of portfolio
|
Q3 2024
Reduced 86.31%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
4,820
shares
|
$137,514
0.06% of portfolio
|
Q3 2021
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
2,036
shares
|
$58,087
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
1,925
shares
|
$54,920
0.0% of portfolio
|
Q3 2024
Added 120.0%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
1,650
shares
|
$47,074
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
1,638
shares
|
$46,732
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
50
shares
|
$1,426
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|