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 88 institutions that hold shares in the stock, with a total of 15.5 Million shares, which have been reported (via 13F filing form) to have a value of $492 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
134,683
shares
|
$4.27 Million
0.02% of portfolio
|
Q2 2025
Added 15.32%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Nov 14, 2025 Q3 2025 |
131,905
shares
|
$4.18 Million
1.17% of portfolio
|
Q3 2025
Reduced 21.59%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
97,224
shares
|
$3.08 Million
0.36% of portfolio
|
Q2 2023
New holding
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
97,113
shares
|
$3.08 Million
0.14% of portfolio
|
Q3 2025
Reduced 31.82%
|
|
|
O Donnell Financial Services, LLC
|
Nov 07, 2025 Q3 2025 |
96,222
shares
|
$3.05 Million
1.23% of portfolio
|
Q3 2025
Reduced 25.85%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Oct 29, 2025 Q3 2025 |
88,966
shares
|
$2.82 Million
2.3% of portfolio
|
Q3 2025
Reduced 27.45%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
85,272
shares
|
$2.7 Million
0.0% of portfolio
|
Q3 2025
Added 590.63%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
83,437
shares
|
$2.65 Million
0.04% of portfolio
|
Q3 2025
Reduced 15.67%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
72,203
shares
|
$2.29 Million
0.78% of portfolio
|
Q3 2025
Reduced 7.88%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
70,369
shares
|
$2.23 Million
0.06% of portfolio
|
Q1 2025
Reduced 17.19%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
66,716
shares
|
$2.12 Million
0.06% of portfolio
|
Q3 2025
Added 3.0%
|
|
|
Optima Capital LLC
Portland, OR |
Oct 27, 2025 Q3 2025 |
60,414
shares
|
$1.92 Million
0.93% of portfolio
|
Q3 2025
Reduced 7.85%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
59,536
shares
|
$1.89 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.67%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
58,357
shares
|
$1.85 Million
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
57,961
shares
|
$1.84 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.51%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
57,949
shares
|
$1.84 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.89%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Nov 14, 2025 Q3 2025 |
52,617
shares
|
$1.67 Million
0.73% of portfolio
|
Q3 2025
Reduced 9.77%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
50,133
shares
|
$1.59 Million
0.22% of portfolio
|
Q3 2025
Reduced 6.95%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
47,058
shares
|
$1.49 Million
0.12% of portfolio
|
Q3 2025
Added 9.92%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
42,080
shares
|
$1.33 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Trinity Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
39,650
shares
|
$1.26 Million
0.49% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
36,856
shares
|
$1.17 Million
0.03% of portfolio
|
Q3 2021
Reduced 93.98%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
35,509
shares
|
$1.13 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.41%
|
|
|
Diligent Investors, LLC
|
Nov 13, 2025 Q3 2025 |
34,598
shares
|
$1.1 Million
0.32% of portfolio
|
Q2 2025
Reduced 2.19%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Nov 12, 2025 Q3 2025 |
33,738
shares
|
$1.07 Million
0.73% of portfolio
|
Q3 2025
New holding
|
|