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 16 institutions that hold shares in the stock, with a total of 6.18 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 |
|---|---|---|---|---|---|
|
Pacer Advisors, Inc.
Malvern, PA |
May 06, 2025 Q1 2025 |
2,289,393
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 5.64%
|
|
|
Swan Global Investments, LLC
Durango, CO |
May 13, 2025 Q1 2025 |
2,289,393
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
798,525
shares
|
$0
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
603,357
shares
|
$0
3.44% of portfolio
|
Q1 2025
Reduced 7.34%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
54,732
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 34.12%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
42,788
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 113.16%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
36,908
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
20,015
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
19,159
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 88.98%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
15,541
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 245.97%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
7,501
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 11.12%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
1,479
shares
|
$0
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
300
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
200
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
195
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 20.73%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|