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 82 institutions that hold shares in the stock, with a total of 13.9 Million shares, which have been reported (via 13F filing form) to have a value of $395 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Iron Oak Wealth Llc.
Cedar Park, TX |
Mar 06, 2025 Q4 2024 |
111,276
shares
|
$3.16 Million
3.65% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
105,240
shares
|
$2.99 Million
0.06% of portfolio
|
Q4 2024
Reduced 8.87%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
101,655
shares
|
$2.89 Million
0.09% of portfolio
|
Q4 2024
Added 187.81%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
97,224
shares
|
$2.76 Million
0.36% of portfolio
|
Q2 2023
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
84,980
shares
|
$2.41 Million
0.09% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
84,430
shares
|
$2.4 Million
1.06% of portfolio
|
Q4 2024
Added 9.47%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Feb 12, 2025 Q4 2024 |
83,470
shares
|
$2.37 Million
1.3% of portfolio
|
Q4 2024
Reduced 6.76%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
63,553
shares
|
$1.8 Million
0.05% of portfolio
|
Q4 2024
Reduced 3.12%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
61,911
shares
|
$1.76 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
60,002
shares
|
$1.7 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.21%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
49,676
shares
|
$1.41 Million
0.02% of portfolio
|
Q4 2024
Reduced 87.92%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
48,805
shares
|
$1.39 Million
0.03% of portfolio
|
Q4 2024
Reduced 9.34%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
43,754
shares
|
$1.24 Million
0.21% of portfolio
|
Q4 2024
Added 76.41%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Feb 05, 2025 Q4 2024 |
39,534
shares
|
$1.12 Million
0.57% of portfolio
|
Q4 2024
Reduced 34.4%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
38,759
shares
|
$1.1 Million
0.11% of portfolio
|
Q4 2024
Added 157.96%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
36,856
shares
|
$1.05 Million
0.03% of portfolio
|
Q3 2021
Reduced 93.98%
|
|
|
Diligent Investors, LLC
|
Feb 14, 2025 Q4 2024 |
35,373
shares
|
$1 Million
0.27% of portfolio
|
Q4 2024
Added 5.99%
|
|
|
Centric Wealth Management
|
Feb 12, 2025 Q4 2024 |
34,749
shares
|
$986,524
0.29% of portfolio
|
Q4 2024
Reduced 8.09%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
32,388
shares
|
$919,495
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
32,386
shares
|
$919,438
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
30,673
shares
|
$870,806
0.01% of portfolio
|
Q4 2024
Added 32.9%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
26,997
shares
|
$766,444
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
20,132
shares
|
$571,547
0.0% of portfolio
|
Q4 2024
Added 60.57%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
16,741
shares
|
$475,276
0.03% of portfolio
|
Q4 2024
Added 9.5%
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
16,093
shares
|
$456,880
0.07% of portfolio
|
Q4 2024
Added 45.27%
|