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Pacer Swan SOS Moderate APR (PSMR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
UNCHANGED
Shares39,938 from 39,938
Change0 (0%)
Value$1.3M (+$29.3K)
Filed 2026-11-06
Cornerstone Wealth Group, LLC
UNCHANGED
Shares16,459 from 16,459
Change0 (0%)
Value$541.9K (+$12.1K)
Filed 2026-11-02
Integrity Alliance, Llc.
UNCHANGED
Shares6,855 from 6,855
Change0 (0%)
Value$225.7K (+$5.0K)
Filed 2026-10-29
Signature Equity Partners, LLC
NEW
Shares4,955
Change+4,955
Value$163.1K
Filed 2026-10-29
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$16.5K (+$367)
Filed 2026-10-29
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$165 (+$4)
Filed 2026-10-23
Winthrop Capital Management, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$66 (+$66)
Filed 2026-11-05
Pacer Advisors, Inc.
N/A
Shares— from 2,411,647
Change-2,411,647 (-100%)
Value—
Swan Global Investments, LLC
N/A
Shares— from 2,411,647
Change-2,411,647 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 55,016
Change-55,016 (-100%)
Value—
Storen Legacy Partners, LLC
N/A
Shares— from 43,215
Change-43,215 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 26,263
Change-26,263 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 21,440
Change-21,440 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 14,351
Change-14,351 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 10,845
Change-10,845 (-100%)
Value—
Status
LPL Financial LLC
UNCHANGED39,93839,93800%$1.3M$1.3M+$29.3K2026-11-06
Cornerstone Wealth Group, LLC
UNCHANGED16,45916,45900%$529.8K$541.9K+$12.1K2026-11-02
Integrity Alliance, Llc.
UNCHANGED6,8556,85500%$220.7K$225.7K+$5.0K2026-10-29
Signature Equity Partners, LLC
NEW4,955—+4,955——$163.1K—2026-10-29
Blue Bell Private Wealth Management, LLC
UNCHANGED50050000%$16.1K$16.5K+$3672026-10-29
Dhjj Financial Advisors, Ltd.
UNCHANGED5500%$161$165+$42026-10-23
Winthrop Capital Management, LLC
UNCHANGED2200%$0$66+$662026-11-05
Pacer Advisors, Inc.
N/A—2,411,647-2,411,647-100%$77.6K———
Swan Global Investments, LLC
N/A—2,411,647-2,411,647-100%$77.6M———
Susquehanna International Group, LLP
N/A—55,016-55,016-100%$1.8M———
Storen Legacy Partners, LLC
N/A—43,215-43,215-100%$1.4M———
Osaic Holdings, Inc.
N/A—26,263-26,263-100%$845.4K———
Foundations Investment Advisors, LLC
N/A—21,440-21,440-100%$690.1K———
Old Mission Capital LLC
N/A—14,351-14,351-100%$462.0K———
Advisory Services Network, LLC
N/A—10,845-10,845-100%$349.1K———
Showing 15 of 15 institutions