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 4.32 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 |
Nov 07, 2025 Q3 2025 |
2,087,066
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Oct 15, 2025 Q3 2025 |
2,024,775
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 3.72%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
38,567
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 29.48%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
35,429
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
24,519
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
19,976
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
19,970
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
16,562
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 6.57%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
14,713
shares
|
$0
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Nov 14, 2025 Q3 2025 |
13,491
shares
|
$0
0.07% of portfolio
|
Q3 2025
Reduced 53.22%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
12,673
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
7,142
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
3,405
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
2,341
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
18
shares
|
$0
0.0% of portfolio
|
Q3 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
|
|