Ticker: PSMO CUSIP: 69374H485 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Allie Family Office LLC | 11,972 | $368 |
| Socha Financial Group, LLC | 7,085 | $218 |
| Orion Capital Management LLC | 1,200 | $37 |
| Cetera Investment Advisers | 42,504 | $1,307 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Swan Global Investments, LLC | 2,087,066 | 2,800,433 | +713,367 (+34.2%) |
| Anfield Capital Management, LLC | 16,562 | 100,830 | +84,268 (+508.8%) |
| Pacer Advisors, Inc. | 2,024,775 | 2,800,433 | +775,658 (+38.3%) |
| Sovran Advisors, LLC | 14,713 | 16,378 | +1,665 (+11.3%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 38,567 | 42,998 | +4,431 (+11.5%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 19,976 | 19,582 | -394 (-2.0%) |
| HARBOUR INVESTMENTS, INC. | 2,341 | 1,677 | -664 (-28.4%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| OLD MISSION CAPITAL LLC | 24,519 | $739 |
| GOLDMAN SACHS GROUP INC | 19,970 | $602 |
| CITADEL ADVISORS LLC | 12,673 | $382 |
| Advisory Services Network, LLC | 3,405 | $103 |