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Get Institutions for : 
Pacer Swan Sos Flex (december) Etf (PSFD)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 14    2
Total shares held : 
 1,099,766  
% of shares held : 
 90.07%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   5  
Amount of shares held : 
 267,380  
% of shares held change : 
   21.9%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
2
 11,680
 1.06%
 
Increased Positions :
4
 257,848
 23.45%
 
Unchanged Positions :
7
 61,243
 5.57%
 
Decreased Positions :
1
-2,148
-0.2%
 
Closed Positions :
0
0
0%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Swan Wealth Advisors Inc. 17 - 2024-03-31 860,664 $26,267,000 363,571
   Pacer Advisors Inc. 254 - 2024-03-31 860,664 $26,265,000 363,571
   Rockefeller Capital Management L.P. 1172 - 2023-12-31 31,500 $910,000 0
   Advisor Group Holdings Inc. 2449 - 2024-03-31 29,051 $887,000 28,027
   COMMONWEALTH EQUITY SERVICES LLC. 2805 - 2024-03-31 16,077 $491,000 -331
   Financial Network Wealth Advisors LLC 54 - 2023-12-31 15,225 $440,000 0
   TOWNSQUARE CAPITAL LLC 811 - 2023-12-31 15,225 $440,000 207
   CITADEL ADVISORS LLC 4026 *New 2023-12-31 11,081 $320,000 11,081
   Cetera Investment Advisers 1819 - 2023-12-31 9,575 $277,000 0
   HARBOUR INVESTMENTS INC. 1355 - 2023-12-31 2,182 $63,000 0
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 362 - 2024-03-31 1,500 $46,000 0
   Sutton Wealth Advisors Inc. 256 - 2023-09-30 1,512 $40,000 0
   Parallel Advisors LLC 1623 - 2024-03-31 1,261 $38,000 0
   UBS Group AG 5841 *New 2023-12-31 599 $17,000 599
   PROEQUITIES INC. 7879 - 2024-03-31 0 $0 0
  15 Records found
  1    
  Page 1 of 1
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