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Pacer Swan SOS Moderate Janu (PSMD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Insight Wealth Strategies, LLC
INCREASED
Shares46,716 from 40,170
Change+6,546 (+16%)
Value$1.6M (+$265.0K)
Filed 2026-10-09
Commonwealth Equity Services, LLC
DECREASED
Shares12,945 from 13,300
Change-355 (-3%)
Value$455.3K (-$1.1K)
Filed 2026-11-02
Independent Financial Group, LLC
UNCHANGED
Shares7,950 from 7,950
Change0 (0%)
Value$279.6K (+$6.8K)
Filed 2026-10-13
Sovran Advisors, LLC
UNCHANGED
Shares7,339 from 7,339
Change0 (0%)
Value$260.2K (+$7.6K)
Filed 2026-11-02
Kestra Advisory Services, LLC
DECREASED
Shares6,355 from 6,430
Change-75 (-1%)
Value$223.5K (+$2.9K)
Filed 2026-11-02
Cornerstone Wealth Group, LLC
UNCHANGED
Shares6,067 from 6,067
Change0 (0%)
Value$213.4K (+$5.2K)
Filed 2026-11-02
Signature Equity Partners, LLC
NEW
Shares2,355
Change+2,355
Value$82.8K
Filed 2026-10-29
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares1,170 from 1,170
Change0 (0%)
Value$41.1K (+$1.0K)
Filed 2026-10-29
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares135 from 135
Change0 (0%)
Value$4.7K (+$115)
Filed 2026-10-23
Swan Global Investments, LLC
N/A
Shares— from 2,342,410
Change-2,342,410 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 2,342,410
Change-2,342,410 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 48,060
Change-48,060 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 25,493
Change-25,493 (-100%)
Value—
Bravias Capital Group, LLC
N/A
Shares— from 19,601
Change-19,601 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 11,172
Change-11,172 (-100%)
Value—
Allie Family Office LLC
N/A
Shares— from 10,369
Change-10,369 (-100%)
Value—
UBS Group AG
N/A
Shares— from 3,290
Change-3,290 (-100%)
Value—
Status
Insight Wealth Strategies, LLC
INCREASED46,71640,170+6,546+16%$1.4M$1.6M+$265.0K2026-10-09
Commonwealth Equity Services, LLC
DECREASED12,94513,300-355-3%$456.4K$455.3K-$1.1K2026-11-02
Independent Financial Group, LLC
UNCHANGED7,9507,95000%$272.8K$279.6K+$6.8K2026-10-13
Sovran Advisors, LLC
UNCHANGED7,3397,33900%$252.5K$260.2K+$7.6K2026-11-02
Kestra Advisory Services, LLC
DECREASED6,3556,430-75-1%$220.6K$223.5K+$2.9K2026-11-02
Cornerstone Wealth Group, LLC
UNCHANGED6,0676,06700%$208.2K$213.4K+$5.2K2026-11-02
Signature Equity Partners, LLC
NEW2,355—+2,355——$82.8K—2026-10-29
Blue Bell Private Wealth Management, LLC
UNCHANGED1,1701,17000%$40.1K$41.1K+$1.0K2026-10-29
Dhjj Financial Advisors, Ltd.
UNCHANGED13513500%$4.6K$4.7K+$1152026-10-23
Swan Global Investments, LLC
N/A—2,342,410-2,342,410-100%$80.4M———
Pacer Advisors, Inc.
N/A—2,342,410-2,342,410-100%$80.4M———
Osaic Holdings, Inc.
N/A—48,060-48,060-100%$1.6M———
Susquehanna International Group, LLP
N/A—25,493-25,493-100%$874.7K———
Bravias Capital Group, LLC
N/A—19,601-19,601-100%$672.6K———
Cetera Investment Advisers
N/A—11,172-11,172-100%$383.3K———
Allie Family Office LLC
N/A—10,369-10,369-100%$355.8K———
UBS Group AG
N/A—3,290-3,290-100%$112.9K———
Showing 17 of 17 institutions