Institutional Ownership Pacer Fds Tr Swan Sos Moderate (PSMD)
This table provides information about the institutional ownership of Pacer Fds Tr Swan Sos Moderate (PSMD). We have compiled data on the 18 institutions that hold shares in the stock, with a total of 4.65 Million shares, which have been reported (via 13F filing form) to have a value of $148 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pacer Advisors, Inc.
Malvern, PA |
Oct 15, 2025 Q3 2025 |
2,173,770
shares
|
$69.4 Million
0.2% of portfolio
|
Q3 2025
Reduced 3.37%
|
|
|
Swan Global Investments, LLC
Durango, CO |
Nov 07, 2025 Q3 2025 |
2,173,770
shares
|
$69.4 Million
3.15% of portfolio
|
Q3 2025
Reduced 3.37%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
69,686
shares
|
$2.22 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
53,216
shares
|
$1.7 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.44%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
44,968
shares
|
$1.44 Million
0.45% of portfolio
|
Q3 2025
Reduced 8.93%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
24,748
shares
|
$789,956
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Oct 20, 2025 Q3 2025 |
20,368
shares
|
$650,146
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Oct 06, 2025 Q3 2025 |
14,305
shares
|
$456,615
0.06% of portfolio
|
Q3 2025
Added 32.29%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
13,962
shares
|
$445,667
0.0% of portfolio
|
Q3 2025
Reduced 69.99%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
12,403
shares
|
$395,903
0.0% of portfolio
|
Q3 2025
Reduced 57.72%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
11,073
shares
|
$353,450
0.0% of portfolio
|
Q1 2025
Added 33.04%
|
|
|
Allie Family Office LLC
|
Nov 14, 2025 Q3 2025 |
10,369
shares
|
$330,978
0.14% of portfolio
|
Q2 2025
Reduced 33.21%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
8,944
shares
|
$285,492
0.11% of portfolio
|
Q1 2023
Reduced 7.66%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
8,923
shares
|
$284,822
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
4,385
shares
|
$139,969
0.0% of portfolio
|
Q3 2025
Added 67.05%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
1,232
shares
|
$39,325
0.01% of portfolio
|
Q2 2025
Reduced 3.22%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
135
shares
|
$4,309
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
|
|