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 67 institutions that hold shares in the stock, with a total of 11.1 Million shares, which have been reported (via 13F filing form) to have a value of $321 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
1,182,561
shares
|
$34.2 Million
0.08% of portfolio
|
Q2 2024
Added 7.85%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
930,001
shares
|
$26.9 Million
0.06% of portfolio
|
Q2 2024
Added 12.03%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
772,153
shares
|
$22.4 Million
0.14% of portfolio
|
Q3 2024
Reduced 45.07%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
705,314
shares
|
$20.4 Million
0.08% of portfolio
|
Q2 2024
Added 16.29%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Oct 21, 2024 Q3 2024 |
671,392
shares
|
$19.4 Million
18.12% of portfolio
|
Q3 2024
Added 12.25%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
670,466
shares
|
$19.4 Million
2.76% of portfolio
|
Q3 2024
Added 347.37%
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2024 Q3 2024 |
647,893
shares
|
$18.8 Million
8.87% of portfolio
|
Q3 2024
Added 4.47%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
628,430
shares
|
$18.2 Million
6.65% of portfolio
|
Q3 2023
Added 12.05%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
623,684
shares
|
$18.1 Million
0.01% of portfolio
|
Q2 2024
Added 11.32%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
605,253
shares
|
$17.5 Million
0.1% of portfolio
|
Q2 2024
Added 13.54%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
497,667
shares
|
$14.4 Million
0.19% of portfolio
|
Q2 2024
Added 3.93%
|
|
|
Financial Strategies Group, Inc.
|
Jul 17, 2024 Q2 2024 |
412,297
shares
|
$11.9 Million
2.91% of portfolio
|
Q2 2024
Reduced 0.91%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
345,588
shares
|
$10 Million
0.0% of portfolio
|
Q2 2024
Added 27.71%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
275,162
shares
|
$7.97 Million
0.13% of portfolio
|
Q3 2024
Reduced 20.13%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 18, 2024 Q3 2024 |
211,103
shares
|
$6.11 Million
2.22% of portfolio
|
Q3 2024
Reduced 28.93%
|
|
|
O Donnell Financial Services, LLC
|
Oct 22, 2024 Q3 2024 |
199,182
shares
|
$5.77 Million
2.7% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
180,283
shares
|
$5.22 Million
0.02% of portfolio
|
Q3 2024
Added 3.34%
|
|
|
Belpointe Asset Management LLC
|
Aug 02, 2024 Q2 2024 |
152,957
shares
|
$4.43 Million
0.33% of portfolio
|
Q2 2024
Added 1.01%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
141,661
shares
|
$4.1 Million
0.01% of portfolio
|
Q3 2024
Added 5.19%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2024 Q2 2024 |
127,416
shares
|
$3.69 Million
0.11% of portfolio
|
Q2 2024
Reduced 10.4%
|
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
115,489
shares
|
$3.34 Million
0.07% of portfolio
|
Q2 2024
Added 7.43%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
101,985
shares
|
$2.95 Million
0.1% of portfolio
|
Q1 2024
Added 5.55%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
97,224
shares
|
$2.81 Million
0.36% of portfolio
|
Q2 2023
New holding
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Aug 15, 2024 Q2 2024 |
93,183
shares
|
$2.7 Million
0.89% of portfolio
|
Q2 2024
Added 528.55%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2024 Q3 2024 |
77,125
shares
|
$2.23 Million
1.02% of portfolio
|
Q3 2024
Added 9.46%
|