Institutional Ownership Pacer Fds Tr Swan Sos Fd Of Fd (PSFF)
This table provides information about the institutional ownership of Pacer Fds Tr Swan Sos Fd Of Fd (PSFF). We have compiled data on the 67 institutions that hold shares in the stock, with a total of 11.9 Million shares, which have been reported (via 13F filing form) to have a value of $347 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
1,418,229
shares
|
$41.2 Million
0.09% of portfolio
|
Q3 2024
Added 52.5%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,211,138
shares
|
$35.2 Million
0.08% of portfolio
|
Q3 2024
Added 2.42%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
772,153
shares
|
$22.5 Million
0.14% of portfolio
|
Q3 2024
Reduced 45.07%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
729,402
shares
|
$21.2 Million
0.08% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Oct 21, 2024 Q3 2024 |
671,392
shares
|
$19.5 Million
18.12% of portfolio
|
Q3 2024
Added 12.25%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
670,466
shares
|
$19.5 Million
2.76% of portfolio
|
Q3 2024
Added 347.37%
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2024 Q3 2024 |
647,893
shares
|
$18.8 Million
8.87% of portfolio
|
Q3 2024
Added 4.47%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
640,352
shares
|
$18.6 Million
0.01% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
628,430
shares
|
$18.3 Million
6.65% of portfolio
|
Q3 2023
Added 12.05%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
596,962
shares
|
$17.4 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Financial Strategies Group, Inc.
|
Oct 31, 2024 Q3 2024 |
415,860
shares
|
$12.1 Million
2.54% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
411,333
shares
|
$12 Million
0.16% of portfolio
|
Q3 2024
Reduced 17.35%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
361,279
shares
|
$10.5 Million
0.0% of portfolio
|
Q3 2024
Added 4.54%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
275,162
shares
|
$8 Million
0.13% of portfolio
|
Q3 2024
Reduced 20.13%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 18, 2024 Q3 2024 |
211,103
shares
|
$6.14 Million
2.22% of portfolio
|
Q3 2024
Reduced 28.93%
|
|
|
O Donnell Financial Services, LLC
|
Oct 22, 2024 Q3 2024 |
199,182
shares
|
$5.79 Million
2.7% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
180,283
shares
|
$5.24 Million
0.02% of portfolio
|
Q3 2024
Added 3.34%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
153,826
shares
|
$4.47 Million
0.14% of portfolio
|
Q3 2024
Added 20.73%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
150,340
shares
|
$4.37 Million
0.29% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
141,661
shares
|
$4.12 Million
0.01% of portfolio
|
Q3 2024
Added 5.19%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
115,489
shares
|
$3.36 Million
0.07% of portfolio
|
Q2 2024
Added 7.43%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Nov 13, 2024 Q3 2024 |
102,454
shares
|
$2.98 Million
0.95% of portfolio
|
Q3 2024
Added 9.95%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
101,985
shares
|
$2.97 Million
0.1% of portfolio
|
Q1 2024
Added 5.55%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
97,224
shares
|
$2.83 Million
0.36% of portfolio
|
Q2 2023
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
97,055
shares
|
$2.82 Million
0.02% of portfolio
|
Q3 2024
Added 53.18%
|