Institutional Ownership Pacer Fds Tr Swan Sos Moderate (PSMO)
This table provides information about the institutional ownership of Pacer Fds Tr Swan Sos Moderate (PSMO). We have compiled data on the 10 institutions that hold shares in the stock, with a total of 5.35 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Swan Global Investments, LLC
Durango, CO |
Jul 29, 2025 Q2 2025 |
2,102,930
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 8.14%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Aug 12, 2025 Q2 2025 |
2,102,930
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 8.14%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
982,454
shares
|
$0
0.08% of portfolio
|
Q2 2025
Added 23.03%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
54,690
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
31,444
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 26.51%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
28,840
shares
|
$0
0.16% of portfolio
|
Q2 2025
Reduced 95.22%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
19,916
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
15,541
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 245.97%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
7,142
shares
|
$0
0.0% of portfolio
|
Q2 2025
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
|