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 22 institutions that hold shares in the stock, with a total of 3.72 Million shares, which have been reported (via 13F filing form) to have a value of $104 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Swan Global Investments, LLC
Durango, CO |
Aug 12, 2024 Q2 2024 |
1,677,756
shares
|
$46.8 Million
2.31% of portfolio
|
Q2 2024
Reduced 3.68%
|
|
Pacer Advisors, Inc.
Malvern, PA |
Aug 13, 2024 Q2 2024 |
1,677,756
shares
|
$46.8 Million
0.12% of portfolio
|
Q2 2024
Reduced 3.68%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
78,331
shares
|
$2.19 Million
0.01% of portfolio
|
Q2 2024
Added 123.87%
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 15, 2024 Q2 2024 |
42,745
shares
|
$1.19 Million
0.23% of portfolio
|
Q2 2024
Reduced 2.8%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
41,088
shares
|
$1.15 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.18%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
35,754
shares
|
$997,536
0.0% of portfolio
|
Q1 2024
Reduced 27.88%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
32,836
shares
|
$916,124
0.0% of portfolio
|
Q2 2024
Reduced 1.87%
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
28,310
shares
|
$789,849
0.0% of portfolio
|
Q1 2024
Added 14.65%
|
|
Old Mission Capital LLC
|
Aug 14, 2024 Q2 2024 |
14,584
shares
|
$406,893
0.01% of portfolio
|
Q2 2024
Added 18.08%
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Jul 31, 2024 Q2 2024 |
14,119
shares
|
$393,920
0.19% of portfolio
|
Q2 2024
New holding
|
|
Orion Portfolio Solutions, LLC
|
Aug 13, 2024 Q2 2024 |
13,822
shares
|
$385,633
0.0% of portfolio
|
Q2 2024
Reduced 7.19%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 29, 2024 Q2 2024 |
13,300
shares
|
$371,070
0.01% of portfolio
|
Q1 2024
New holding
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 05, 2024 Q2 2024 |
11,164
shares
|
$311,475
0.06% of portfolio
|
Q2 2024
Reduced 2.87%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
10,532
shares
|
$293,842
0.0% of portfolio
|
Q2 2024
Reduced 62.52%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
10,003
shares
|
$279,083
0.0% of portfolio
|
Q2 2024
Reduced 29.66%
|
|
Socha Financial Group, LLC
Corning, NY |
Jul 31, 2024 Q2 2024 |
7,613
shares
|
$212,402
0.1% of portfolio
|
Q2 2024
New holding
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
4,820
shares
|
$134,478
0.06% of portfolio
|
Q3 2021
New holding
|
|
Allworth Financial LP
|
Jul 23, 2024 Q2 2024 |
2,036
shares
|
$56,804
0.0% of portfolio
|
Q2 2024
New holding
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
1,650
shares
|
$46,035
0.0% of portfolio
|
Q1 2023
New holding
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
875
shares
|
$24,412
0.0% of portfolio
|
Q2 2024
New holding
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 11, 2024 Q2 2024 |
50
shares
|
$1,395
0.0% of portfolio
|
Q3 2023
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|