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Pacer Swan SOS Moderate July (PSMJ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares42,820 from 46,066
Change-3,246 (-7%)
Value$1.5M (-$81.2K)
Filed 2026-11-06
Commonwealth Equity Services, LLC
INCREASED
Shares22,968 from 21,711
Change+1,257 (+6%)
Value$792.2K (+$57.9K)
Filed 2026-11-02
Blue Bell Private Wealth Management, LLC
INCREASED
Shares12,750 from 11,076
Change+1,674 (+15%)
Value$439.8K (+$65.1K)
Filed 2026-10-29
Kestra Advisory Services, LLC
INCREASED
Shares7,194 from 7,044
Change+150 (+2%)
Value$248.1K (+$9.9K)
Filed 2026-11-02
Allworth Financial LP
UNCHANGED
Shares2,012 from 2,012
Change0 (0%)
Value$68.1K ($0)
Filed 2026-11-06
Dhjj Financial Advisors, Ltd.
INCREASED
Shares680 from 50
Change+630 (+1260%)
Value$23.5K (+$21.8K)
Filed 2026-10-23
Sovran Advisors, LLC
CLOSED
Shares0 from 12,930
Change-12,930 (-100%)
Value$0 (-$436.5K)
Filed 2026-11-02
Realta Investment Advisors
CLOSED
Shares0 from 1,150
Change-1,150 (-100%)
Value$0 (-$38.9K)
Filed 2026-10-14
Pacer Advisors, Inc.
N/A
Shares— from 2,347,266
Change-2,347,266 (-100%)
Value—
Swan Global Investments, LLC
N/A
Shares— from 2,347,266
Change-2,347,266 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 61,607
Change-61,607 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 26,210
Change-26,210 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 13,300
Change-13,300 (-100%)
Value—
Premier Private Wealth Management LLC
N/A
Shares— from 10,290
Change-10,290 (-100%)
Value—
Copley Financial Group, Inc.
N/A
Shares— from 7,003
Change-7,003 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,959
Change-1,959 (-100%)
Value—
Status
LPL Financial LLC
DECREASED42,82046,066-3,246-7%$1.6M$1.5M-$81.2K2026-11-06
Commonwealth Equity Services, LLC
INCREASED22,96821,711+1,257+6%$734.4K$792.2K+$57.9K2026-11-02
Blue Bell Private Wealth Management, LLC
INCREASED12,75011,076+1,674+15%$374.6K$439.8K+$65.1K2026-10-29
Kestra Advisory Services, LLC
INCREASED7,1947,044+150+2%$238.3K$248.1K+$9.9K2026-11-02
Allworth Financial LP
UNCHANGED2,0122,01200%$68.1K$68.1K$02026-11-06
Dhjj Financial Advisors, Ltd.
INCREASED68050+630+1260%$1.7K$23.5K+$21.8K2026-10-23
Sovran Advisors, LLC
CLOSED012,930-12,930-100%$436.5K$0-$436.5K2026-11-02
Realta Investment Advisors
CLOSED01,150-1,150-100%$38.9K$0-$38.9K2026-10-14
Pacer Advisors, Inc.
N/A—2,347,266-2,347,266-100%$79.4M———
Swan Global Investments, LLC
N/A—2,347,266-2,347,266-100%$79.4M———
Osaic Holdings, Inc.
N/A—61,607-61,607-100%$2.1M———
Rockefeller Capital Management L.P.
N/A—26,210-26,210-100%$886.6K———
Ameritas Advisory Services, LLC
N/A—13,300-13,300-100%$449.9K———
Premier Private Wealth Management LLC
N/A—10,290-10,290-100%$348.1K———
Copley Financial Group, Inc.
N/A—7,003-7,003-100%$236.9K———
Harbour Investments, Inc.
N/A—1,959-1,959-100%$66.3K———
Showing 16 of 16 institutions