Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / SWAN SOS MODRTE
-
Number of holders
-
18
-
Total 13F shares, excl. options
-
3,858,233
-
Shares change
-
+558,237
-
Total reported value, excl. options
-
$101,193,776
-
Value change
-
+$14,659,603
-
Number of buys
-
10
-
Number of sells
-
-9
-
Price
-
$26.23
Significant Holders of PACER FDS TR - SWAN SOS MODRTE (PSMJ) as of Q1 2024
21 filings reported holding PSMJ - PACER FDS TR - SWAN SOS MODRTE as of Q1 2024.
PACER FDS TR - SWAN SOS MODRTE (PSMJ) has 18 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3,858,233 shares
.
Largest 10 shareholders include Pacer Advisors, Inc. (1,741,839 shares), Swan Global Investments, LLC (1,741,839 shares), LINCOLN NATIONAL CORP (49,771 shares), Realta Investment Advisors (43,975 shares), Kestra Advisory Services, LLC (41,162 shares), COMMONWEALTH EQUITY SERVICES, LLC (35,754 shares), OSAIC HOLDINGS, INC. (34,990 shares), Cambridge Investment Research Advisors, Inc. (33,461 shares), Rockefeller Capital Management L.P. (28,310 shares), and CITADEL ADVISORS LLC (28,104 shares).
This table shows the top 18 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.