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 70 institutions that hold shares in the stock, with a total of 12.4 Million shares, which have been reported (via 13F filing form) to have a value of $369 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
|
$2.67 Million
1.42% of portfolio
|
Q3 2024
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
84,980
shares
|
$2.54 Million
0.09% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
84,430
shares
|
$2.52 Million
1.06% of portfolio
|
Q4 2024
Added 9.47%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
65,599
shares
|
$1.96 Million
0.04% of portfolio
|
Q3 2024
Added 23.93%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
63,974
shares
|
$1.91 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
48,805
shares
|
$1.46 Million
0.03% of portfolio
|
Q4 2024
Reduced 9.34%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Feb 05, 2025 Q4 2024 |
39,534
shares
|
$1.18 Million
0.57% of portfolio
|
Q4 2024
Reduced 34.4%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
38,759
shares
|
$1.16 Million
0.11% of portfolio
|
Q4 2024
Added 157.96%
|
|
|
Centric Wealth Management
|
Nov 14, 2024 Q3 2024 |
37,806
shares
|
$1.13 Million
0.28% of portfolio
|
Q3 2024
Added 52.37%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
36,856
shares
|
$1.1 Million
0.03% of portfolio
|
Q3 2021
Reduced 93.98%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
35,320
shares
|
$1.05 Million
0.03% of portfolio
|
Q3 2024
Added 145.88%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
33,373
shares
|
$996,184
0.25% of portfolio
|
Q3 2024
Added 48.46%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
30,673
shares
|
$915,589
0.01% of portfolio
|
Q4 2024
Added 32.9%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
24,802
shares
|
$740,339
0.12% of portfolio
|
Q3 2024
Added 6100.5%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
15,289
shares
|
$456,376
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
15,141
shares
|
$451,958
0.02% of portfolio
|
Q4 2024
Added 15.55%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
14,583
shares
|
$435,302
0.07% of portfolio
|
Q4 2024
Added 15.9%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
14,256
shares
|
$425,541
0.0% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
12,538
shares
|
$374,259
0.0% of portfolio
|
Q3 2024
Added 14.69%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
11,526
shares
|
$344,051
0.02% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
11,078
shares
|
$330,678
0.05% of portfolio
|
Q3 2024
Added 14.79%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
10,485
shares
|
$312,977
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
9,695
shares
|
$289,395
0.23% of portfolio
|
Q2 2024
Added 7.78%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
9,420
shares
|
$281,187
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
9,368
shares
|
$279,634
0.02% of portfolio
|
Q3 2024
New holding
|