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 78 institutions that hold shares in the stock, with a total of 14.3 Million shares, which have been reported (via 13F filing form) to have a value of $418 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
1,627,041
shares
|
$47.5 Million
0.27% of portfolio
|
Q1 2025
Added 6.78%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
1,554,621
shares
|
$45.3 Million
0.09% of portfolio
|
Q1 2025
Reduced 8.32%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,197,612
shares
|
$34.9 Million
0.08% of portfolio
|
Q1 2025
Added 55.22%
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
971,342
shares
|
$28.3 Million
0.01% of portfolio
|
Q1 2025
Added 29.88%
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
901,579
shares
|
$26.3 Million
2.4% of portfolio
|
Q1 2025
Reduced 6.2%
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
742,588
shares
|
$21.7 Million
0.07% of portfolio
|
Q1 2025
Added 0.72%
|
|
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
|
May 14, 2025 Q1 2025 |
617,606
shares
|
$18 Million
0.09% of portfolio
|
Q1 2025
Added 0.93%
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
May 13, 2025 Q1 2025 |
575,854
shares
|
$16.8 Million
10.43% of portfolio
|
Q1 2025
Added 1.68%
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
575,854
shares
|
$16.8 Million
1.61% of portfolio
|
Q1 2025
Added 1.68%
|
|
Financial Strategies Group, Inc.
|
May 16, 2025 Q1 2025 |
410,436
shares
|
$12 Million
2.69% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
378,604
shares
|
$11 Million
0.87% of portfolio
|
Q1 2025
Added 50.1%
|
|
Retirement Guys Formula LLC
|
Apr 23, 2025 Q1 2025 |
355,161
shares
|
$10.4 Million
5.25% of portfolio
|
Q1 2025
Reduced 32.07%
|
|
Keystone Financial Services, LLC
Omaha, NE |
Apr 25, 2025 Q1 2025 |
305,114
shares
|
$8.9 Million
7.38% of portfolio
|
Q1 2025
Added 7.43%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
284,263
shares
|
$8.29 Million
0.0% of portfolio
|
Q1 2025
Reduced 17.1%
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
255,285
shares
|
$7.45 Million
0.24% of portfolio
|
Q1 2025
Added 2.53%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
216,146
shares
|
$6.3 Million
0.02% of portfolio
|
Q1 2025
Added 10.33%
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
185,525
shares
|
$5.41 Million
0.01% of portfolio
|
Q1 2025
Added 21.99%
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Apr 10, 2025 Q1 2025 |
183,153
shares
|
$5.34 Million
4.41% of portfolio
|
Q1 2025
Added 39.31%
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
May 15, 2025 Q1 2025 |
143,234
shares
|
$4.18 Million
1.38% of portfolio
|
Q1 2025
Added 20.81%
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
141,202
shares
|
$4.12 Million
0.13% of portfolio
|
Q1 2025
Added 38.9%
|
|
O Donnell Financial Services, LLC
|
May 05, 2025 Q1 2025 |
139,615
shares
|
$4.07 Million
1.97% of portfolio
|
Q1 2025
Reduced 28.2%
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
135,324
shares
|
$3.95 Million
0.08% of portfolio
|
Q1 2025
Added 28.59%
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
116,794
shares
|
$3.41 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
Iron Oak Wealth Llc.
Cedar Park, TX |
Mar 06, 2025 Q4 2024 |
111,276
shares
|
$3.25 Million
3.65% of portfolio
|
Q4 2024
New holding
|