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 16 institutions that hold shares in the stock, with a total of 5.81 Million shares, which have been reported (via 13F filing form) to have a value of $167 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pacer Advisors, Inc.
Malvern, PA |
Aug 12, 2025 Q2 2025 |
2,590,216
shares
|
$74.6 Million
0.22% of portfolio
|
Q2 2025
Added 33.5%
|
|
|
Swan Global Investments, LLC
Durango, CO |
Jul 29, 2025 Q2 2025 |
2,590,216
shares
|
$74.6 Million
3.54% of portfolio
|
Q2 2025
Added 33.5%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
310,896
shares
|
$8.95 Million
0.05% of portfolio
|
Q2 2025
Reduced 24.26%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
98,243
shares
|
$2.83 Million
0.98% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
56,706
shares
|
$1.63 Million
0.0% of portfolio
|
Q2 2025
Reduced 14.31%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
52,516
shares
|
$1.51 Million
0.29% of portfolio
|
Q2 2025
Reduced 46.17%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
25,434
shares
|
$732,499
0.29% of portfolio
|
Q4 2022
Reduced 0.04%
|
|
|
Cornerstone Wealth Group, LLC
|
Jul 28, 2025 Q2 2025 |
25,329
shares
|
$729,475
0.05% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
20,713
shares
|
$596,534
0.0% of portfolio
|
Q2 2025
Reduced 53.72%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
14,920
shares
|
$429,696
0.01% of portfolio
|
Q2 2025
Reduced 3.56%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
10,678
shares
|
$307,526
0.0% of portfolio
|
Q2 2025
Reduced 12.27%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
7,855
shares
|
$226,224
0.01% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
2,540
shares
|
$73,152
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
91
shares
|
$2,620
0.0% of portfolio
|
Q1 2025
Reduced 9.0%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
5
shares
|
$144
0.0% of portfolio
|
Q3 2023
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
|