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 5.42 Million shares, which have been reported (via 13F filing form) to have a value of $159 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pacer Advisors, Inc.
Malvern, PA |
Oct 15, 2025 Q3 2025 |
2,510,815
shares
|
$73.8 Million
0.22% of portfolio
|
Q3 2025
Reduced 3.07%
|
|
|
Swan Global Investments, LLC
Durango, CO |
Nov 07, 2025 Q3 2025 |
2,510,815
shares
|
$73.8 Million
3.37% of portfolio
|
Q3 2025
Reduced 3.07%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
92,519
shares
|
$2.72 Million
0.86% of portfolio
|
Q3 2025
Reduced 5.83%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
72,352
shares
|
$2.13 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Nov 14, 2025 Q3 2025 |
46,889
shares
|
$1.38 Million
0.23% of portfolio
|
Q3 2025
Reduced 10.71%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
43,008
shares
|
$1.26 Million
0.0% of portfolio
|
Q3 2025
Reduced 24.16%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
31,902
shares
|
$937,599
0.0% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
25,434
shares
|
$747,505
0.29% of portfolio
|
Q4 2022
Reduced 0.04%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 30, 2025 Q3 2025 |
25,329
shares
|
$744,419
0.05% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
19,664
shares
|
$577,924
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
14,770
shares
|
$434,090
0.01% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
12,603
shares
|
$370,402
0.0% of portfolio
|
Q3 2025
Added 18.03%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
7,855
shares
|
$230,858
0.01% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
3,452
shares
|
$101,454
0.0% of portfolio
|
Q3 2025
Added 35.91%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
5
shares
|
$146
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
|
|