Q3 2023 13F Holders as of 9/30/2023
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Type / Class
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Equity / SWAN SOS MODRTE
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Number of holders
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9
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Total 13F shares, excl. options
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2.26M
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Shares change
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+1.15M
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Total reported value, excl. options
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$53.4M
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Value change
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+$27.3M
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Number of buys
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5
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Number of sells
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-4
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Price
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$23.65
Significant Holders of PACER FDS TR - SWAN SOS MODRTE (PSMO) as of Q3 2023
11 filings reported holding PSMO - PACER FDS TR - SWAN SOS MODRTE as of Q3 2023.
PACER FDS TR - SWAN SOS MODRTE (PSMO) has 9 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.26M shares
.
Largest 10 shareholders include Swan Global Investments, LLC (1.07M shares), Pacer Advisors, Inc. (1.07M shares), COMMONWEALTH EQUITY SERVICES, LLC (32.1K shares), BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC (20.6K shares), CITADEL ADVISORS LLC (19.9K shares), OSAIC HOLDINGS, INC. (16.9K shares), LINCOLN NATIONAL CORP (15.1K shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (8.66K shares), Coastal Investment Advisors, Inc. (4.5K shares), and Spire Wealth Management (0 shares).
This table shows the top 9 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.