Institutional Ownership Pacer Fds Tr Swan Sos Moderate (PSMR)
This table provides information about the institutional ownership of Pacer Fds Tr Swan Sos Moderate (PSMR). We have compiled data on the 18 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 $125 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pacer Advisors, Inc.
Malvern, PA |
Jan 22, 2025 Q4 2024 |
1,991,155
shares
|
$56.7 Million
0.14% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
Swan Global Investments, LLC
Durango, CO |
Feb 11, 2025 Q4 2024 |
1,991,155
shares
|
$56.7 Million
2.79% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
100,271
shares
|
$2.86 Million
1.07% of portfolio
|
Q4 2024
Reduced 6.55%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
86,801
shares
|
$2.47 Million
0.94% of portfolio
|
Q3 2024
Added 13.71%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
64,282
shares
|
$1.83 Million
0.0% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
26,609
shares
|
$758,090
0.0% of portfolio
|
Q3 2024
Reduced 48.19%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
25,434
shares
|
$724,614
0.29% of portfolio
|
Q4 2022
Reduced 0.04%
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
25,329
shares
|
$721,623
0.05% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
19,378
shares
|
$552,079
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
17,428
shares
|
$496,523
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
15,695
shares
|
$447,150
0.01% of portfolio
|
Q4 2024
Reduced 2.33%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
11,783
shares
|
$335,697
0.0% of portfolio
|
Q4 2024
Reduced 83.64%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
10,674
shares
|
$304,102
0.0% of portfolio
|
Q4 2024
Added 4.7%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
1,522
shares
|
$43,361
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
400
shares
|
$11,396
0.0% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
100
shares
|
$2,849
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
5
shares
|
$142
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|