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 4.39 Million shares, which have been reported (via 13F filing form) to have a value of $136 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Swan Global Investments, LLC
Durango, CO |
Jul 29, 2025 Q2 2025 |
2,047,476
shares
|
$63.2 Million
2.98% of portfolio
|
Q2 2025
Reduced 8.14%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Aug 12, 2025 Q2 2025 |
2,047,476
shares
|
$63.2 Million
0.18% of portfolio
|
Q2 2025
Reduced 8.14%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
43,181
shares
|
$1.33 Million
0.01% of portfolio
|
Q1 2025
Added 3.79%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
36,810
shares
|
$1.14 Million
0.0% of portfolio
|
Q2 2025
Reduced 48.48%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
30,045
shares
|
$926,888
0.0% of portfolio
|
Q2 2025
Reduced 21.46%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
28,310
shares
|
$873,363
0.0% of portfolio
|
Q1 2024
Added 14.65%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
27,932
shares
|
$861,702
0.0% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
27,598
shares
|
$851,398
0.0% of portfolio
|
Q2 2025
Reduced 4.6%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
22,031
shares
|
$679,656
0.0% of portfolio
|
Q2 2025
Reduced 13.76%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
18,169
shares
|
$560,513
0.0% of portfolio
|
Q2 2025
Reduced 66.1%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
13,940
shares
|
$430,049
0.15% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
11,100
shares
|
$342,435
0.0% of portfolio
|
Q2 2025
Added 84.2%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
11,078
shares
|
$341,756
0.06% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Aug 12, 2025 Q2 2025 |
9,187
shares
|
$283,418
0.21% of portfolio
|
Q2 2025
Reduced 15.1%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
7,405
shares
|
$228,444
0.02% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
4,820
shares
|
$148,697
0.06% of portfolio
|
Q3 2021
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
2,036
shares
|
$62,810
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
1,910
shares
|
$58,923
0.0% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
1,650
shares
|
$50,902
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
1,000
shares
|
$30,850
0.01% of portfolio
|
Q2 2025
Reduced 31.03%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
800
shares
|
$24,680
0.0% of portfolio
|
Q2 2025
Reduced 93.98%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
142
shares
|
$4,380
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
50
shares
|
$1,542
0.0% of portfolio
|
Q2 2025
Reduced 97.4%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
50
shares
|
$1,542
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|