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 |
|---|---|---|---|---|---|
|
Napa Wealth Management
Napa, CA |
May 14, 2025 Q1 2025 |
17,409
shares
|
$533,934
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
17,075
shares
|
$523,690
0.03% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
16,637
shares
|
$510,256
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
15,048
shares
|
$461,522
0.03% of portfolio
|
Q1 2025
Added 89.9%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
14,714
shares
|
$451,278
0.06% of portfolio
|
Q2 2025
Added 7.43%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
13,124
shares
|
$402,513
0.0% of portfolio
|
Q1 2025
Reduced 57.21%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
12,347
shares
|
$378,682
0.0% of portfolio
|
Q1 2025
Added 367.69%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
11,932
shares
|
$365,954
0.0% of portfolio
|
Q1 2025
Added 417.21%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
11,599
shares
|
$355,741
0.0% of portfolio
|
Q1 2025
Added 34.11%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
11,325
shares
|
$347,337
0.01% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
9,000
shares
|
$276,030
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
8,650
shares
|
$265,295
0.03% of portfolio
|
Q1 2025
Reduced 6.99%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
8,410
shares
|
$257,934
0.08% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
7,612
shares
|
$233,460
0.04% of portfolio
|
Q2 2025
Reduced 22.18%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
7,405
shares
|
$227,111
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
6,756
shares
|
$207,206
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
4,620
shares
|
$141,695
0.0% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
4,195
shares
|
$128,660
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
2,950
shares
|
$90,476
0.01% of portfolio
|
Q1 2025
Reduced 5.69%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
2,491
shares
|
$76,398
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
2,111
shares
|
$64,744
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
1,334
shares
|
$40,913
0.02% of portfolio
|
Q3 2022
Reduced 24.16%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
650
shares
|
$19,935
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
479
shares
|
$14,690
0.01% of portfolio
|
Q3 2024
Reduced 95.51%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
458
shares
|
$14,046
0.02% of portfolio
|
Q1 2025
New holding
|