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 80 institutions that hold shares in the stock, with a total of 13.6 Million shares, which have been reported (via 13F filing form) to have a value of $376 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
1,695,694
shares
|
$48.1 Million
0.11% of portfolio
|
Q4 2024
Added 19.56%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
1,523,701
shares
|
$43.2 Million
0.26% of portfolio
|
Q4 2024
Added 97.33%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
961,210
shares
|
$27.2 Million
3.45% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
771,544
shares
|
$21.9 Million
0.06% of portfolio
|
Q4 2024
Reduced 36.3%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
747,865
shares
|
$21.2 Million
0.01% of portfolio
|
Q4 2024
Added 16.79%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
737,315
shares
|
$20.9 Million
0.07% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
628,430
shares
|
$17.8 Million
6.65% of portfolio
|
Q3 2023
Added 12.05%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
611,891
shares
|
$17.3 Million
0.1% of portfolio
|
Q4 2024
Added 2.5%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
575,854
shares
|
$16.3 Million
1.61% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Feb 05, 2025 Q4 2024 |
566,347
shares
|
$16.1 Million
10.57% of portfolio
|
Q4 2024
Reduced 15.65%
|
|
|
Financial Strategies Group, Inc.
|
Jan 24, 2025 Q4 2024 |
413,118
shares
|
$11.7 Million
2.86% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Retirement Guys Formula LLC
|
Apr 23, 2025 Q1 2025 |
355,161
shares
|
$10.1 Million
5.25% of portfolio
|
Q1 2025
Reduced 32.07%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
342,882
shares
|
$9.72 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.09%
|
|
|
Keystone Financial Services, LLC
Omaha, NE |
Apr 25, 2025 Q1 2025 |
305,114
shares
|
$8.65 Million
7.38% of portfolio
|
Q1 2025
Added 7.43%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
252,236
shares
|
$7.15 Million
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
248,980
shares
|
$7.06 Million
0.24% of portfolio
|
Q4 2024
Added 61.86%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
216,146
shares
|
$6.13 Million
0.02% of portfolio
|
Q1 2025
Added 10.33%
|
|
|
O Donnell Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
194,437
shares
|
$5.51 Million
2.59% of portfolio
|
Q4 2024
Reduced 2.38%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Apr 10, 2025 Q1 2025 |
183,153
shares
|
$5.19 Million
4.41% of portfolio
|
Q1 2025
Added 39.31%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
169,765
shares
|
$4.81 Million
0.08% of portfolio
|
Q4 2024
Reduced 38.3%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
158,204
shares
|
$4.48 Million
0.31% of portfolio
|
Q4 2024
Added 5.23%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
152,082
shares
|
$4.31 Million
0.01% of portfolio
|
Q4 2024
Added 7.36%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
118,933
shares
|
$3.37 Million
0.02% of portfolio
|
Q4 2024
Added 22.54%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Feb 14, 2025 Q4 2024 |
118,558
shares
|
$3.36 Million
1.15% of portfolio
|
Q4 2024
Added 15.72%
|
|
|
Iron Oak Wealth Llc.
Cedar Park, TX |
Mar 06, 2025 Q4 2024 |
111,276
shares
|
$3.15 Million
3.65% of portfolio
|
Q4 2024
New holding
|