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 14.5 Million shares, which have been reported (via 13F filing form) to have a value of $443 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
100,413
shares
|
$3.08 Million
0.05% of portfolio
|
Q1 2025
Reduced 40.85%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
99,095
shares
|
$3.04 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
97,224
shares
|
$2.98 Million
0.36% of portfolio
|
Q2 2023
New holding
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
May 15, 2025 Q1 2025 |
80,840
shares
|
$2.48 Million
1.25% of portfolio
|
Q1 2025
Reduced 3.15%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
78,379
shares
|
$2.4 Million
0.93% of portfolio
|
Q2 2025
Reduced 3.03%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jul 21, 2025 Q2 2025 |
77,547
shares
|
$2.38 Million
2.77% of portfolio
|
Q2 2025
New holding
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
70,369
shares
|
$2.16 Million
0.07% of portfolio
|
Q1 2025
Reduced 17.19%
|
|
|
Optima Capital LLC
Portland, OR |
Jul 14, 2025 Q2 2025 |
65,562
shares
|
$2.01 Million
1.08% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
63,153
shares
|
$1.94 Million
0.07% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
62,395
shares
|
$1.91 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
60,416
shares
|
$1.85 Million
0.0% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
56,460
shares
|
$1.73 Million
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
52,250
shares
|
$1.6 Million
0.09% of portfolio
|
Q1 2025
Added 245.09%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
51,433
shares
|
$1.58 Million
0.24% of portfolio
|
Q1 2025
Added 17.55%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
50,391
shares
|
$1.55 Million
0.03% of portfolio
|
Q1 2025
Added 3.25%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Jun 27, 2025 Q1 2025 |
49,250
shares
|
$1.51 Million
1.1% of portfolio
|
Q1 2025
Added 88.04%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
42,812
shares
|
$1.31 Million
0.11% of portfolio
|
Q2 2025
Reduced 6.27%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Jul 22, 2025 Q2 2025 |
40,967
shares
|
$1.26 Million
0.56% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Trinity Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
39,976
shares
|
$1.23 Million
0.49% of portfolio
|
Q2 2025
Reduced 9.1%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
36,856
shares
|
$1.13 Million
0.03% of portfolio
|
Q3 2021
Reduced 93.98%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
36,331
shares
|
$1.11 Million
0.01% of portfolio
|
Q1 2025
Added 12.18%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
34,598
shares
|
$1.06 Million
0.28% of portfolio
|
Q2 2025
Reduced 2.19%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
26,825
shares
|
$822,722
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
23,635
shares
|
$724,885
0.02% of portfolio
|
Q1 2025
Added 125.42%
|
|
|
Centric Wealth Management
|
May 15, 2025 Q1 2025 |
23,325
shares
|
$715,377
0.19% of portfolio
|
Q1 2025
Reduced 32.88%
|