PSFF Institutional Ownership
Pacer Swan SOS Fund of Funds ETF
1W: +0.1%
1M: +0.9%
3M: +2.7%
YTD: +9.1%
1Y: +11.4%
3Y: +47.0%
5Y: +58.7%
$35.29
+0.10 (+0.28%)
Weekly Expected Move ±0.7%
$35
$35
$35
$36
$36
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
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Institutional Ownership — PSFF
101
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
517M
Total Invested
13
New Positions
38
Increased
37
Reduced
7
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (113 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Cetera Investment Advisers | 1,845,554 | $65M | +44,161 | +2.5% | 19Q | SEC ↗ |
| 2 | Allworth Financial LP | 1,823,692 | $64M | -20,417 | -1.1% | 13Q | SEC ↗ |
| 3 | OSAIC HOLDINGS, INC. | 1,621,293 | $57M | +157,319 | +10.7% | 22Q | SEC ↗ |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 1,034,433 | $37M | -92,838 | -8.2% | 18Q | SEC ↗ |
| 5 | Ausdal Financial Partners, Inc. | 630,748 | $22M | +41,137 | +7.0% | 7Q | SEC ↗ |
| 6 | MARIPAU WEALTH MANAGEMENT LLC | 609,086 | $21M | +12,216 | +2.0% | 19Q | SEC ↗ |
| 7 | Signal Advisors Wealth, LLC | 585,265 | $21M | +8,795 | +1.5% | 11Q | SEC ↗ |
| 8 | MML INVESTORS SERVICES, LLC | 510,791 | $18M | +106,254 | +26.3% | 18Q | SEC ↗ |
| 9 | Financial Strategies Group, Inc. | 456,621 | $16M | +9,930 | +2.2% | 10Q | SEC ↗ |
| 10 | KESTRA PRIVATE WEALTH SERVICES, LLC | 373,482 | $13M | +30,178 | +8.8% | 11Q | SEC ↗ |
| 11 | Keystone Financial Services, LLC | 369,114 | $13M | +8,798 | +2.4% | 7Q | SEC ↗ |
| 12 | NewEdge Advisors, LLC | 365,172 | $13M | +42,903 | +13.3% | 7Q | SEC ↗ |
| 13 | Copley Financial Group, Inc. | 358,334 | $13M | +3,904 | +1.1% | 8Q | SEC ↗ |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | 271,131 | $10M | +14,342 | +5.6% | 19Q | SEC ↗ |
| 15 | Bison Wealth, LLC | 261,166 | $9M | -5,962 | -2.2% | 7Q | SEC ↗ |
| 16 | Sigma Planning Corp | 235,149 | $8M | -3,145 | -1.3% | 13Q | SEC ↗ |
| 17 | EVOLUTION WEALTH MANAGEMENT INC. | 234,797 | $8M | -6,958 | -2.9% | 5Q | SEC ↗ |
| 18 | VERUS CAPITAL PARTNERS, LLC | 228,739 | $8M | +10,997 | +5.1% | 3Q | SEC ↗ |
| 19 | Kestra Advisory Services, LLC | 228,576 | $8M | +36,896 | +19.2% | 11Q | SEC ↗ |
| 20 | LPL Financial LLC | 185,188 | $7M | -74,330 | -28.6% | 20Q | SEC ↗ |
| 21 | Core Wealth Advisors, Inc. | 176,508 | $6M | +4,796 | +2.8% | 11Q | SEC ↗ |
| 22 | Cambridge Investment Research Advisors | 170,649 | $6M | -6,749 | -3.8% | 19Q | SEC ↗ |
| 23 | JPMORGAN CHASE & CO | 155,785 | $5M | +33,150 | +27.0% | 9Q | SEC ↗ |
| 24 | World Investment Advisors | 150,119 | $5M | -1,066 | -0.7% | 3Q | SEC ↗ |
| 25 | Merit Financial Group, LLC | 146,873 | $5M | +10,865 | +8.0% | 3Q | SEC ↗ |
| 26 | Storen Legacy Partners, LLC | 128,302 | $5M | -4,395 | -3.3% | 3Q | SEC ↗ |
| 27 | Advisory Services Network, LLC | 118,433 | $4M | +4,194 | +3.7% | 19Q | SEC ↗ |
| 28 | HARBOUR INVESTMENTS, INC. | 99,327 | $4M | +394 | +0.4% | 10Q | SEC ↗ |
| 29 | COMPASS FINANCIAL MANAGEMENT LLC NEW | 97,435 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 30 | Stratos Investment Management, LLC | 94,469 | $3M | +405 | +0.4% | 6Q | SEC ↗ |
| 31 | ODonnell Financial Services, LLC | 93,739 | $3M | -1,775 | -1.9% | 12Q | SEC ↗ |
| 32 | Waverly Advisors, LLC | 75,182 | $3M | -3,402 | -4.3% | 3Q | SEC ↗ |
| 33 | Independent Wealth Network Inc. | 68,887 | $2M | -224 | -0.3% | 13Q | SEC ↗ |
| 34 | Glen Eagle Advisors, LLC | 63,309 | $2M | +13,038 | +25.9% | 10Q | SEC ↗ |
| 35 | Chicago Partners Investment Group LLC | 61,741 | $2M | -4,398 | -6.6% | 19Q | SEC ↗ |
| 36 | INDEPENDENT FINANCIAL GROUP, LLC | 60,967 | $2M | +13,689 | +29.0% | 17Q | SEC ↗ |
| 37 | RFG Advisory, LLC | 60,139 | $2M | -11,060 | -15.5% | 4Q | SEC ↗ |
| 38 | OPTIMA CAPITAL LLC | 59,901 | $2M | -2,209 | -3.6% | 7Q | SEC ↗ |
| 39 | Capital Analysts, LLC | 58,549 | $2M | -1,593 | -2.6% | 7Q | SEC ↗ |
| 40 | Brookstone Capital Management | 56,132 | $2M | +34,349 | +157.7% | 19Q | SEC ↗ |
| 41 | SIGNATURE ESTATE & INVESTMENT ADVISORS | 55,327 | $2M | +79 | +0.1% | 9Q | SEC ↗ |
| 42 | HighTower Advisors, LLC | 52,151 | $2M | -2,453 | -4.5% | 12Q | SEC ↗ |
| 43 | Integrated Wealth Concepts LLC | 43,708 | $2M | +2,997 | +7.4% | 2Q | SEC ↗ |
| 44 | Ascension Capital Advisors, Inc. | 42,714 | $2M | +855 | +2.0% | 3Q | SEC ↗ |
| 45 | FIDUCIARY FINANCIAL ADVISORS NEW | 41,922 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 46 | Financial Network Wealth Advisors LLC | 41,369 | $1M | -1,601 | -3.7% | 6Q | SEC ↗ |
| 47 | Cascades Capital Asset Management, LLC | 39,815 | $1M | -1,775 | -4.3% | 8Q | SEC ↗ |
| 48 | FOUNDERS FINANCIAL SECURITIES LLC | 38,237 | $1M | +171 | +0.4% | 5Q | SEC ↗ |
| 49 | Geneos Wealth Management Inc. | 35,980 | $1M | +372 | +1.0% | 5Q | SEC ↗ |
| 50 | Comprehensive Financial Planning, Inc. | 35,628 | $1M | -1,591 | -4.3% | 4Q | SEC ↗ |
Recent Activity
New Positions (14)
| Holder | Shares | Value |
|---|---|---|
| COMPASS FINANCIAL MANAGEMENT LLC | 97,435 | $3M |
| FIDUCIARY FINANCIAL ADVISORS | 41,922 | $1M |
| QUANTUM FINANCIAL PARTNERS LLC | 30,066 | $1M |
| J.W. COLE ADVISORS, INC. | 20,445 | $721K |
| Financial Gravity Companies, Inc. | 9,000 | $318K |
| U.S. Capital Wealth Advisors, LLC | 7,090 | $250K |
| StoneX Group Inc. | 6,414 | $226K |
| CORA CAPITAL ADVISORS LLC | 5,931 | $209K |
| Foundations Investment Advisors, LL | 5,903 | $208K |
| Murphy & Mullick Capital Management | 4,250 | $150K |
| BlackRock, Inc. | 1,767 | $62K |
| ASSETMARK, INC | 1,200 | $42K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 440 | $16K |
| MERCER GLOBAL ADVISORS INC /ADV | 63 | $2K |
Sold Out (15)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SILVER OAK SECURITIES, INCORPORATED | 56,390 | $2M |
| GOLDMAN SACHS GROUP INC | 44,451 | $2M |
| CITADEL ADVISORS LLC | 37,008 | $1M |
| Private Advisor Group, LLC | 31,889 | $1M |
| Orion Porfolio Solutions, LLC | 15,829 | $559K |
| OLD MISSION CAPITAL LLC | 15,539 | $548K |
| PFG Advisors | 14,390 | $508K |
| JANE STREET GROUP, LLC | 11,381 | $402K |
| Compound Planning, Inc. | 10,417 | $368K |
| Sugar Maple Asset Management, LLC | 8,394 | $296K |
| HRT FINANCIAL LP | 7,039 | $248K |
| NOVEM GROUP | 6,392 | $226K |
| UBS Group AG | 527 | $19K |
| CoreCap Advisors, LLC | 424 | $15K |
| BANK OF AMERICA CORP /DE | 65 | $2K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | -92,838 | -8.2% | 1,034,433 |
| LPL Financial LLC | -74,330 | -28.6% | 185,188 |
| Allworth Financial LP | -20,417 | -1.1% | 1,823,692 |
| RFG Advisory, LLC | -11,060 | -15.5% | 60,139 |
| Trinity Wealth Management, LLC | -9,725 | -25.5% | 28,403 |
| EVOLUTION WEALTH MANAGEMENT INC. | -6,958 | -2.9% | 234,797 |
| Cambridge Investment Research Advis | -6,749 | -3.8% | 170,649 |
| Bison Wealth, LLC | -5,962 | -2.2% | 261,166 |
| Chicago Partners Investment Group L | -4,398 | -6.6% | 61,741 |
| Storen Legacy Partners, LLC | -4,395 | -3.3% | 128,302 |
| Simplicity Wealth,LLC | -4,316 | -21.9% | 15,372 |
| Waverly Advisors, LLC | -3,402 | -4.3% | 75,182 |
| Sigma Planning Corp | -3,145 | -1.3% | 235,149 |
| HighTower Advisors, LLC | -2,453 | -4.5% | 52,151 |
| OPTIMA CAPITAL LLC | -2,209 | -3.6% | 59,901 |
| ODonnell Financial Services, LLC | -1,775 | -1.9% | 93,739 |
| Cascades Capital Asset Management, | -1,775 | -4.3% | 39,815 |
| Financial Network Wealth Advisors L | -1,601 | -3.7% | 41,369 |
| Capital Analysts, LLC | -1,593 | -2.6% | 58,549 |
| Comprehensive Financial Planning, I | -1,591 | -4.3% | 35,628 |