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 83 institutions that hold shares in the stock, with a total of 14 Million shares, which have been reported (via 13F filing form) to have a value of $397 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
15,141
shares
|
$429,852
0.02% of portfolio
|
Q4 2024
Added 15.55%
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
13,696
shares
|
$388,829
0.06% of portfolio
|
Q1 2025
Reduced 6.08%
|
|
|
Triumph Capital Management
|
Feb 14, 2025 Q4 2024 |
12,219
shares
|
$346,897
0.13% of portfolio
|
Q4 2024
Added 8.3%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Feb 14, 2025 Q4 2024 |
12,219
shares
|
$346,897
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
11,526
shares
|
$327,223
0.02% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
10,485
shares
|
$297,669
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
9,695
shares
|
$275,241
0.23% of portfolio
|
Q2 2024
Added 7.78%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
9,420
shares
|
$267,433
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Novem Group
Rochester, NY |
Feb 14, 2025 Q4 2024 |
9,300
shares
|
$264,027
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
49 Wealth Management, LLC
Austin, TX |
Feb 14, 2025 Q4 2024 |
9,241
shares
|
$262,351
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
9,158
shares
|
$259,995
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
8,712
shares
|
$247,333
0.0% of portfolio
|
Q4 2024
Reduced 38.89%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
8,649
shares
|
$245,545
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
8,410
shares
|
$238,759
0.08% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
8,372
shares
|
$237,681
0.03% of portfolio
|
Q4 2024
Reduced 81.15%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
7,924
shares
|
$224,962
0.02% of portfolio
|
Q4 2024
Reduced 15.41%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
7,405
shares
|
$210,227
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
4,590
shares
|
$130,310
0.0% of portfolio
|
Q4 2024
Reduced 6.9%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
3,128
shares
|
$88,803
0.01% of portfolio
|
Q3 2024
Added 56.4%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
2,640
shares
|
$74,949
0.0% of portfolio
|
Q4 2024
Added 911.49%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
2,491
shares
|
$70,719
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
2,307
shares
|
$65,495
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
1,720
shares
|
$48,830
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
1,334
shares
|
$37,872
0.02% of portfolio
|
Q3 2022
Reduced 24.16%
|