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Get Institutions for : 
Pacer Swan Sos Moderate (july) Etf (PSMJ)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 18    2
Total shares held : 
 3,299,996  
% of shares held : 
 3.67%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -4  
Amount of shares held : 
 368,254  
% of shares held change : 
   0.41%  
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 :
3
 48,321
 1.46%
 
Increased Positions :
4
 610,909
 18.51%
 
Unchanged Positions :
5
 36,762
 1.11%
 
Decreased Positions :
6
-17,614
-0.53%
 
Closed Positions :
5
-273,362
-8.28%
 
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. 11 - 2024-03-31 1,741,839 $45,688,000 263,639
   Pacer Advisors Inc. 200 - 2024-03-31 1,741,839 $45,681,000 263,639
   LINCOLN NATIONAL CORP 439 - 2024-03-31 49,771 $1,305,000 4,178
   Coastal Investment Advisors Inc. 105 - 2024-03-31 43,975 $1,153,000 -900
   Kestra Advisory Services LLC 1106 - 2023-12-31 40,417 $1,007,000 -950
   COMMONWEALTH EQUITY SERVICES LLC. 2279 - 2024-03-31 35,754 $938,000 -13,819
   Advisor Group Holdings Inc. 2411 - 2024-03-31 34,990 $918,000 -6,292
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1805 - 2024-03-31 33,461 $878,000 -1,118
   Rockefeller Capital Management L.P. 1286 - 2023-12-31 24,693 $615,000 0
   OLD MISSION CAPITAL LLC 561 - 2023-12-31 23,881 $595,000 23,881
   Orion Portfolio Solutions LLC 1367 - 2024-03-31 14,893 $391,000 4,011
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3786 *New 2024-03-31 14,220 $373,000 14,220
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 153 - 2024-03-31 11,494 $301,000 -498
   Sutton Wealth Advisors Inc. 157 - 2023-09-30 4,820 $112,000 0
   Sunbelt Securities Inc. 892 - 2024-03-31 1,650 $43,000 0
   UBS Group AG 5719 - 2023-12-31 900 $22,000 894
   DHJJ Financial Advisors Ltd. 634 - 2024-03-31 50 $1,000 0
   PROEQUITIES INC. 3443 - 2024-03-31 0 $0 0
   ENVESTNET ASSET MANAGEMENT INC 4031 *Closed 2023-12-31 0 $0 -9,311
   ADVISORY SERVICES NETWORK, LLC 3080 *Closed 2024-03-31 0 $0 -2,860
   Anfield Capital Management LLC 332 *Closed 2024-03-31 0 $0 -10,369
   CITADEL ADVISORS LLC 6083 *Closed 2023-12-31 0 $0 -15,520
   Ameritas Advisory Services LLC 794 *Closed 2023-12-31 0 $0 -13,300
  23 Records found
  1    
  Page 1 of 1
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