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Get Institutions for : 
Pacer Swan Sos Fund Of Funds Etf (PSFF)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 38    2
Total shares held : 
 8,233,558  
% of shares held : 
 81.52%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   19  
Amount of shares held : 
 847,161  
% of shares held change : 
   8.39%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
6
 563,815
 6.85%
 
Increased Positions :
22
 1,515,162
 18.4%
 
Unchanged Positions :
5
 749,234
 9.1%
 
Decreased Positions :
5
-1,197,751
-14.55%
 
Closed Positions :
4
-34,065
-0.41%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   HANSON MCCLAIN, INC. 46 - 2024-03-31 1,219,386 $32,936,000 625,675
   Advisor Group Holdings Inc. 301 - 2024-03-31 1,096,487 $29,615,000 -37,747
   RETIREMENT GUYS FORMULA LLC 1 - 2024-03-31 635,844 $17,174,000 40,340
   Truadvice LLC 1 - 2023-09-30 628,430 $15,566,000 67,580
   Signal Advisors Wealth LLC 1 - 2024-03-31 567,915 $15,339,000 10,096
   MARIPAU WEALTH MANAGEMENT LLC 1 - 2023-12-31 558,073 $14,443,000 40,720
   ATRIA INVESTMENTS LLC 104 - 2023-12-31 541,921 $14,025,000 32,864
   MML INVESTORS SERVICES LLC 300 - 2023-12-31 525,355 $13,596,000 24,799
   Kestra Advisory Services LLC 212 *New 2023-12-31 495,348 $12,820,000 495,348
   Financial Strategies Group Inc. 10 *New 2024-03-31 416,102 $11,222,000 416,102
   ENVESTNET ASSET MANAGEMENT INC 1500 - 2023-12-31 354,076 $9,163,000 186,050
   Brookstone Capital Management 154 - 2024-03-31 328,290 $8,867,000 13,898
   Cetera Investment Advisers 253 - 2023-12-31 339,336 $8,782,000 11,355
   New Century Financial Group LLC 2 - 2024-03-31 312,900 $8,451,000 122,874
   LPL FINANCIAL CORP 1524 - 2024-03-31 270,604 $7,309,000 -2,182
   ODonnell Financial Services LLC 13 - 2024-03-31 195,100 $5,270,000 -427,081
   FINANCIAL NETWORK 570 - 2023-12-31 195,764 $5,066,000 23,300
   MULTIFINANCIAL SECURITIES CORP 319 - 2023-12-31 162,736 $4,212,000 -260
   Belpointe Asset Management LLC 58 *New 2024-03-31 151,434 $4,090,000 151,434
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 864 - 2024-03-31 149,827 $4,047,000 53,848
   Sigma Planning Corp 171 - 2024-03-31 142,204 $3,841,000 65,909
   ADVISORY SERVICES NETWORK, LLC 352 - 2024-03-31 107,498 $2,904,000 11,206
   Chicago Partners Investment Group LLC 157 - 2024-03-31 101,985 $2,725,000 5,366
   COMMONWEALTH EQUITY SERVICES LLC. 1627 - 2024-03-31 91,012 $2,458,000 23,414
   FINANCIAL ARCHITECTS INC 58 *New 2023-06-30 97,224 $2,365,000 97,224
   HIGHTOWER ADVISORS, LLC 1434 - 2024-03-31 71,331 $1,925,000 -16,083
   H D Vest Advisory Services 632 - 2024-03-31 52,970 $1,431,000 -22,747
   Ergawealth Advisors Inc. 16 - 2024-03-31 50,829 $1,373,000 7,226
   Cedar Brook Financial Partners LLC 91 - 2024-03-31 48,358 $1,306,000 11,198
   KESTRA PRIVATE WEALTH SERVICES LLC 487 - 2024-03-31 47,941 $1,295,000 11,444
   Centric Wealth Management 80 - 2024-03-31 26,238 $700,000 14,306
   Patriot Financial Group Insurance Agency LLC 221 *New 2024-03-31 23,851 $644,000 23,851
   LINCOLN NATIONAL CORP 694 - 2024-03-31 20,897 $564,000 12,709
   Diligent Investors LLC 187 - 2024-03-31 19,209 $519,000 2,000
   Orion Portfolio Solutions LLC 1262 - 2024-03-31 18,440 $498,000 -16,920
   Csenge Advisory Group 506 - 2024-03-31 13,345 $360,000 -191
   SILVER OAK SECURITIES Inc 280 *New 2024-03-31 12,720 $344,000 12,720
   Coastal Investment Advisors Inc. 298 - 2024-03-31 12,484 $337,000 -2,580
   HARTLINE INVESTMENT CORP/ 308 *New 2024-03-31 10,085 $272,000 10,085
   Bay Colony Advisory Group Inc d/b/a Bay Colony Adv 308 *New 2024-03-31 10,085 $272,000 10,085
   Coordinated Financial Services Inc./CO 109 - 2024-03-31 8,995 $243,000 0
   Triumph Capital Management 193 *New 2024-03-31 8,881 $240,000 8,881
   Allen Mooney & Barnes Investment Advisors LLC 148 *New 2024-03-31 8,807 $237,000 8,807
   Atomi Financial Group Inc. 641 *New 2024-03-31 8,079 $218,000 8,079
   Core Wealth Advisors Inc. 55 *New 2023-12-31 5,810 $150,000 5,810
   UBS Group AG 4912 - 2023-12-31 3,950 $102,000 3,877
   Aspire Wealth Management Corp 142 - 2024-03-31 1,334 $36,000 0
   ROYAL BANK OF CANADA 5993 *New 2023-12-31 100 $3,000 100
   DHJJ Financial Advisors Ltd. 636 - 2024-03-31 55 $1,000 0
   NATIONAL ASSET MANAGEMENT, INC. 1390 *Closed 2023-12-31 0 $0 -9,560
   PROEQUITIES INC. 3502 - 2024-03-31 0 $0 0
   Independent Wealth Network Inc. 179 *Closed 2024-03-31 0 $0 -51,203
   OLD MISSION CAPITAL LLC 1146 *Closed 2023-12-31 0 $0 -19,829
   CITADEL ADVISORS LLC 6476 *Closed 2023-12-31 0 $0 -11,373
  54 Records found
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