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 |
|---|---|---|---|---|---|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
9,158
shares
|
$273,366
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
8,881
shares
|
$265,097
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
8,649
shares
|
$258,172
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
8,410
shares
|
$251,038
0.08% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
8,372
shares
|
$249,904
0.03% of portfolio
|
Q4 2024
Reduced 81.15%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
4,930
shares
|
$147,160
0.0% of portfolio
|
Q3 2024
Added 2.22%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
4,613
shares
|
$137,698
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
3,128
shares
|
$93,370
0.01% of portfolio
|
Q3 2024
Added 56.4%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
2,491
shares
|
$74,356
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
2,307
shares
|
$68,863
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
1,720
shares
|
$51,342
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
1,334
shares
|
$39,819
0.02% of portfolio
|
Q3 2022
Reduced 24.16%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
650
shares
|
$19,402
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
479
shares
|
$14,298
0.01% of portfolio
|
Q3 2024
Reduced 95.51%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
295
shares
|
$8,805
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
261
shares
|
$7,790
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
124
shares
|
$3,701
0.0% of portfolio
|
Q4 2024
Reduced 90.17%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
100
shares
|
$2,985
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
55
shares
|
$1,641
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|