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 13 institutions that hold shares in the stock, with a total of 2.72 Million shares, which have been reported (via 13F filing form) to have a value of $71.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Swan Global Investments, LLC
Durango, CO |
May 09, 2024 Q1 2024 |
1,278,187
shares
|
$33.6 Million
1.65% of portfolio
|
Q1 2024
Added 8.89%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
May 10, 2024 Q1 2024 |
1,278,187
shares
|
$33.6 Million
0.08% of portfolio
|
Q1 2024
Added 8.89%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
25,434
shares
|
$669,168
0.29% of portfolio
|
Q4 2022
Reduced 0.04%
|
|
|
Lincoln National Corp
|
May 01, 2024 Q1 2024 |
25,434
shares
|
$669,168
0.01% of portfolio
|
Q1 2024
Reduced 15.88%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 17, 2024 Q1 2024 |
25,367
shares
|
$667,405
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
20,083
shares
|
$528,383
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wolverine Trading, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
19,023
shares
|
$500,495
0.0% of portfolio
|
Q1 2024
Reduced 13.77%
|
|
|
Advisory Services Network, LLC
|
May 06, 2024 Q1 2024 |
16,495
shares
|
$433,983
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
13,964
shares
|
$367,392
0.0% of portfolio
|
Q4 2023
Reduced 4.53%
|
|
|
Old Mission Capital LLC
|
May 14, 2024 Q1 2024 |
13,021
shares
|
$342,582
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
May 10, 2024 Q1 2024 |
200
shares
|
$5,262
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 11, 2024 Q1 2024 |
5
shares
|
$131
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|