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 17 institutions that hold shares in the stock, with a total of 4.72 Million shares, which have been reported (via 13F filing form) to have a value of $127 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Swan Global Investments, LLC
Durango, CO |
May 13, 2025 Q1 2025 |
1,940,278
shares
|
$52.1 Million
2.79% of portfolio
|
Q1 2025
Reduced 2.56%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
May 06, 2025 Q1 2025 |
1,940,278
shares
|
$52.1 Million
0.15% of portfolio
|
Q1 2025
Reduced 2.56%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
410,475
shares
|
$11 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
100,249
shares
|
$2.69 Million
1.05% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
97,559
shares
|
$2.62 Million
0.56% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
66,174
shares
|
$1.78 Million
0.0% of portfolio
|
Q1 2025
Added 2.94%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
44,759
shares
|
$1.2 Million
0.0% of portfolio
|
Q1 2025
Added 68.21%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
42,233
shares
|
$1.13 Million
0.0% of portfolio
|
Q1 2025
Added 295.66%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
25,434
shares
|
$683,157
0.29% of portfolio
|
Q4 2022
Reduced 0.04%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
25,329
shares
|
$680,336
0.06% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
15,470
shares
|
$415,524
0.01% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
12,171
shares
|
$326,913
0.0% of portfolio
|
Q1 2025
Reduced 30.16%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
1,522
shares
|
$40,880
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
400
shares
|
$10,744
0.0% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
91
shares
|
$2,444
0.0% of portfolio
|
Q1 2025
Reduced 9.0%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
5
shares
|
$134
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|