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 |
|---|---|---|---|---|---|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Nov 14, 2024 Q3 2024 |
89,520
shares
|
$2.6 Million
1.42% of portfolio
|
Q3 2024
New holding
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Nov 07, 2024 Q3 2024 |
87,315
shares
|
$2.54 Million
2.24% of portfolio
|
Q3 2024
New holding
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2024 Q3 2024 |
77,125
shares
|
$2.24 Million
1.02% of portfolio
|
Q3 2024
Added 9.46%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
65,599
shares
|
$1.91 Million
0.04% of portfolio
|
Q3 2024
Added 23.93%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
63,974
shares
|
$1.86 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Oct 23, 2024 Q3 2024 |
60,269
shares
|
$1.75 Million
0.86% of portfolio
|
Q3 2024
Added 4.67%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
53,834
shares
|
$1.57 Million
0.03% of portfolio
|
Q3 2024
Added 86.83%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
44,424
shares
|
$1.29 Million
0.18% of portfolio
|
Q3 2024
Added 34.8%
|
|
|
Centric Wealth Management
|
Nov 14, 2024 Q3 2024 |
37,806
shares
|
$1.1 Million
0.28% of portfolio
|
Q3 2024
Added 52.37%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
36,856
shares
|
$1.07 Million
0.03% of portfolio
|
Q3 2021
Reduced 93.98%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
35,320
shares
|
$1.03 Million
0.03% of portfolio
|
Q3 2024
Added 145.88%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
33,373
shares
|
$970,486
0.25% of portfolio
|
Q3 2024
Added 48.46%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
24,802
shares
|
$721,242
0.12% of portfolio
|
Q3 2024
Added 6100.5%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
23,079
shares
|
$671,137
0.01% of portfolio
|
Q3 2024
Added 126.75%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
15,289
shares
|
$444,604
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
15,025
shares
|
$436,927
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
14,256
shares
|
$414,564
0.0% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
13,103
shares
|
$381,035
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Hbw Advisory Services LLC
|
Oct 04, 2024 Q3 2024 |
12,582
shares
|
$365,884
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
12,538
shares
|
$364,605
0.0% of portfolio
|
Q3 2024
Added 14.69%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
11,372
shares
|
$330,697
0.02% of portfolio
|
Q3 2024
Added 7.27%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
11,078
shares
|
$322,148
0.05% of portfolio
|
Q3 2024
Added 14.79%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
10,811
shares
|
$314,383
0.06% of portfolio
|
Q4 2023
Reduced 19.02%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
9,695
shares
|
$281,930
0.23% of portfolio
|
Q2 2024
Added 7.78%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
9,368
shares
|
$272,421
0.02% of portfolio
|
Q3 2024
New holding
|