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Pacer Swan SOS Fund of Funds ETF (PSFF) Institutional Ownership

$34.03 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Pacer Swan SOS Fund of Funds ETF (BATS:PSFF)

Number of
Institutional Buyers
(last 12 months)
65
Total
Institutional Inflows
(last 12 months)
$141.58M
Number of
Institutional Sellers
(last 12 months)
46
Total
Institutional Outflows
(last 12 months)
$70.77M
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Skip Chart & View Institutional Buying and Selling Data

PSFF Institutional Buying and Selling by Quarter

Pacer Swan SOS Fund of Funds ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/22/2026Verus Capital Partners LLC217,742$6.98M0.5%+3.6%1.376%
5/20/2026 Arete Wealth Advisors LLC12,334$395K0.0%-17.0%0.078%
5/19/2026 NewEdge Advisors LLC322,269$10.33M0.2%+5.9%2.036%
5/18/2026 Core Wealth Advisors Inc.171,712$5.50M1.3%+21.7%1.085%
5/16/2026 Copley Financial Group Inc.354,430$11.36M6.9%-2.8%2.239%
5/15/2026 Waverly Advisors LLC78,584$2.52M0.0%-0.9%0.496%
5/14/2026 Ascension Capital Advisors Inc.41,859$1.34M0.4%+1.2%0.264%
5/13/2026 Cetera Investment Advisers1,801,393$57.73M0.1%+6.7%11.380%
5/13/2026 Signature Equity Partners LLC5,270$169K0.1%-6.2%0.033%
5/13/2026 NewEdge Wealth LLC15,435$495K0.0%N/A0.098%
5/6/2026 Independent Financial Group LLC46,742$1.50M0.0%N/A0.295%
5/5/2026 Bank of New York Mellon Corp12,347$396K0.0%+8.5%0.078%
5/5/2026 Geneos Wealth Management Inc.35,608$1.14M0.0%+6.9%0.225%
5/5/2026 Sigma Planning Corp238,294$7.64M0.2%+0.8%1.505%
5/4/2026 HBW Advisory Services LLC19,697$631K0.1%-5.4%0.124%
5/4/2026 Chicago Partners Investment Group LLC66,139$2.21M0.0%-7.1%0.418%
5/1/2026 Fifth Third Bancorp2,491$80K0.0%N/A0.016%
5/1/2026 Simplicity Wealth LLC19,688$631K0.0%-62.5%0.124%
4/30/2026 Kestra Advisory Services LLC191,680$6.14M0.0%-20.9%1.211%
4/28/2026 Evolution Wealth Management Inc.241,755$7.75M5.6%-30.7%1.527%
4/27/2026 World Investment Advisors151,185$4.85M0.1%+13.4%0.955%
4/21/2026 Independent Wealth Network Inc.69,111$2.22M0.7%-3.5%0.437%
4/20/2026 Kestra Private Wealth Services LLC343,304$11.00M0.1%+14.3%2.169%
4/20/2026 RFG Advisory LLC71,199$2.28M0.0%+700.8%0.450%
4/17/2026 Signal Advisors Wealth LLC576,470$18.47M1.3%-1.0%3.642%
4/17/2026 Brookstone Capital Management21,783$698K0.0%-85.8%0.138%
4/16/2026 Founders Financial Securities LLC38,066$1.25M0.1%+7.8%0.240%
3/13/2026 World Investment Advisors133,347$4.31M0.1%N/A0.842%
3/5/2026 Storen Legacy Partners LLC356,313$11.52M3.6%N/A2.251%
2/18/2026 NewEdge Advisors LLC304,273$9.84M0.0%+31.3%1.922%
2/18/2026 OLD Mission Capital LLC15,539$502K0.0%-4.9%0.098%
2/17/2026 Cetera Investment Advisers1,688,291$54.58M0.1%+8.3%10.665%
2/17/2026 Osaic Holdings Inc.1,476,758$47.74M0.1%-2.5%9.329%
2/17/2026 Advisory Services Network LLC107,802$3.49M0.0%+86.0%0.681%
2/17/2026 Copley Financial Group Inc.364,551$11.79M7.3%+24.6%2.303%
2/16/2026 MML Investors Services LLC498,941$16.13M0.0%+9.7%3.152%
2/16/2026 Financial Network Wealth Advisors LLC33,708$1.09M1.1%+353.6%0.213%
2/16/2026 Glen Eagle Advisors LLC50,541$1.63M0.2%+0.8%0.319%
2/13/2026 Arete Wealth Advisors LLC14,868$481K0.0%-16.4%0.094%
2/13/2026 Kestra Advisory Services LLC242,435$7.84M0.0%+72.3%1.531%
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2/13/2026 Ausdal Financial Partners Inc.528,378$17.08M0.8%+12.9%3.338%
2/12/2026 Orion Porfolio Solutions LLC17,903$579K0.0%N/A0.113%
2/12/2026 Commonwealth Equity Services LLC259,670$8.40M0.0%+16.6%1.640%
2/12/2026 Steward Partners Investment Advisory LLC1,611$52K0.0%-21.6%0.010%
2/11/2026 GWN Securities Inc.25,092$811K0.2%+8.4%0.159%
2/11/2026 Capital Analysts LLC63,338$2.05M0.1%-5.1%0.400%
2/11/2026 LPL Financial LLC265,569$8.59M0.0%-5.7%1.678%
2/11/2026 J.W. Cole Advisors Inc.21,070$681K0.0%-10.6%0.133%
2/11/2026Verus Capital Partners LLC210,190$6.80M0.4%N/A1.328%
2/10/2026 Evolution Wealth Management Inc.349,058$11.29M9.3%+97.6%2.205%
2/10/2026 Ascension Capital Advisors Inc.41,366$1.34M0.5%N/A0.261%
2/10/2026 Founders Financial Securities LLC35,309$1.14M0.1%+4.9%0.223%
2/9/2026 Integrity Alliance LLC.11,710$379K0.0%N/A0.074%
2/9/2026 Harbour Investments Inc.99,291$3.21M0.1%-49.0%0.627%
2/9/2026 Prospera Financial Services Inc9,770$316K0.0%N/A0.062%
2/6/2026 Signature Estate & Investment Advisors LLC57,086$1.85M0.0%-4.1%0.361%
2/6/2026 HighTower Advisors LLC56,209$1.82M0.0%-3.0%0.355%
2/5/2026 Financial Strategies Group Inc.427,534$13.90M2.5%+0.7%2.701%
2/5/2026 Allworth Financial LP1,797,687$58.12M0.2%+3.3%11.356%
2/4/2026 World Investment Advisors133,347$4.31M0.1%N/A0.842%
2/4/2026 Cascades Capital Asset Management LLC48,840$1.58M0.7%-7.2%0.309%
2/4/2026 Centric Wealth Management20,396$665K0.1%-1.9%0.129%
2/3/2026 International Assets Investment Management LLC2,398$78K0.0%N/A0.015%
2/3/2026 RFG Advisory LLC8,891$287K0.0%+35.3%0.056%
1/30/2026 Sigma Planning Corp236,403$7.64M0.2%+2.6%1.493%
1/30/2026 Simplicity Wealth LLC52,521$1.70M0.1%-10.0%0.332%
1/29/2026 Kestra Private Wealth Services LLC300,320$9.71M0.1%+19.8%1.897%
1/29/2026 ODonnell Financial Services LLC100,311$3.24M1.1%+4.2%0.634%
1/28/2026 Geneos Wealth Management Inc.33,324$1.08M0.0%+164.5%0.211%
1/28/2026 Chicago Partners Investment Group LLC71,223$2.32M0.1%+1.2%0.450%
1/27/2026 Novem Group6,392$207K0.0%-26.1%0.040%
1/27/2026 Keystone Financial Services LLC337,465$10.91M7.4%+2.2%2.132%
1/27/2026 PFG Advisors16,452$532K0.0%-17.8%0.104%
1/26/2026 Merit Financial Group LLC119,961$3.88M0.0%N/A0.758%
1/26/2026 Independent Wealth Network Inc.71,640$2.32M0.7%-0.8%0.453%
1/26/2026 CWM LLC7,661$248K0.0%-9.6%0.048%
1/23/2026 Optima Capital LLC62,747$2.03M0.9%+3.9%0.396%
1/23/2026 HBW Advisory Services LLC20,827$673K0.1%+44.4%0.132%
1/23/2026 Retirement Guys Formula LLC33,476$1.08M0.5%-92.8%0.211%
1/20/2026 Sugar Maple Asset Management LLC8,394$271K0.2%-90.6%0.053%
1/20/2026 Stratos Wealth Partners LTD.9,853$319K0.0%-5.7%0.062%
1/20/2026 Stratos Wealth Advisors LLC13,089$423K0.0%+88.7%0.083%
1/20/2026 Stratos Investment Management LLC95,161$3.08M0.1%-2.0%0.601%
1/15/2026 Trinity Wealth Management LLC37,976$1.23M0.5%-4.2%0.240%
1/15/2026 Silver Oak Securities Incorporated56,390$1.82M0.1%+19.8%0.356%
1/15/2026 Brookstone Capital Management153,624$4.97M0.1%+84.1%0.970%
1/13/2026 Signal Advisors Wealth LLC582,221$18.82M1.5%+0.8%3.678%
1/8/2026 Wealth Enhancement Advisory Services LLC14,265$464K0.0%+60.1%0.090%
1/1/2026 JPMorgan Chase & Co.85,272$2.69M0.0%+7.5%0.539%
12/2/2025 Allworth Financial LP1,739,542$54.96M0.2%+4.3%10.989%
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11/19/2025 Sunbelt Securities Inc.4,195$133K0.0%N/A0.027%
11/18/2025 Advisory Services Network LLC57,949$1.83M0.0%-2.9%0.366%
11/18/2025 Copley Financial Group Inc.292,566$9.24M6.3%+20.9%1.848%
11/17/2025 Kestra Private Wealth Services LLC250,619$7.92M0.1%+348.6%1.583%
11/17/2025 NewEdge Advisors LLC231,802$7.32M0.0%+12.3%1.464%
11/17/2025 Susquehanna International Group LLP32,190$1.02M0.0%+155.2%0.203%
11/17/2025 Maripau Wealth Management LLC573,269$18.11M9.1%-0.3%3.621%
11/17/2025 Integrated Wealth Concepts LLC35,509$1.12M0.0%-3.4%0.224%
11/17/2025 Ausdal Financial Partners Inc.468,174$14.79M0.7%+19.6%2.958%
11/17/2025Brass Tax Wealth Management Inc.441,868$13.96M2.3%-35.0%2.791%


PSFF Institutional Ownership - Frequently Asked Questions

During the previous two years, 105 institutional investors and hedge funds held shares of Pacer Swan SOS Fund of Funds ETF. The most heavily invested institutionals were Allworth Financial LP ($58.12M), Cetera Investment Advisers ($57.73M), Osaic Holdings Inc. ($47.74M), Envestnet Asset Management Inc. ($33.54M), Armis Advisers LLC ($28.15M), Signal Advisors Wealth LLC ($18.47M), and Maripau Wealth Management LLC ($18.11M).Learn more on Pacer Swan SOS Fund of Funds ETF's institutional investors.

Of the 97 institutional investors that purchased Pacer Swan SOS Fund of Funds ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Allworth Financial LP ($1.03M), Armis Advisers LLC ($961.21K), Cetera Investment Advisers ($620.09K), Envestnet Asset Management Inc. ($484.68K), Ausdal Financial Partners Inc. ($402.01K), Evolution Wealth Management Inc. ($358.76K), and Storen Legacy Partners LLC ($356.31K).

Institutional investors have bought a total of 4,477,382 shares in the last 24 months. This purchase volume represents approximately $141.58M in transactions.

Of the 46 institutional investors that sold Pacer Swan SOS Fund of Funds ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Retirement Guys Formula LLC ($439.29K), MML Investors Services LLC ($270.90K), Brass Tax Wealth Management Inc. ($237.75K), Cetera Investment Advisers ($188.01K), Sugar Maple Asset Management LLC ($174.76K), Brookstone Capital Management ($148.82K), and Evolution Wealth Management Inc. ($117.00K).

Institutional investors have sold a total of 2,248,418 shares in the last 24 months. This volume of shares sold represents approximately $70.77M in transactions.


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This page (BATS:PSFF) was last updated on 5/25/2026 by MarketBeat.com Staff.
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