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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. 357 - 2023-12-31 1,134,234 $29,354,000 -1,057,763
   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 1457 - 2023-12-31 272,786 $7,060,000 243,836
   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
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 864 - 2024-03-31 149,827 $4,047,000 53,848
   Chicago Partners Investment Group LLC 157 - 2024-03-31 101,985 $2,725,000 5,366
   ADVISORY SERVICES NETWORK, LLC 373 - 2023-12-31 96,292 $2,492,000 8,820
   FINANCIAL ARCHITECTS INC 58 *New 2023-06-30 97,224 $2,365,000 97,224
   HIGHTOWER ADVISORS, LLC 1346 - 2023-12-31 87,414 $2,261,000 -7,110
   Sigma Planning Corp 132 - 2023-12-31 76,295 $1,975,000 -131,404
   H D Vest Advisory Services 503 - 2023-12-31 75,717 $1,960,000 3,929
   COMMONWEALTH EQUITY SERVICES LLC. 1750 - 2023-12-31 67,598 $1,749,000 6,281
   Cedar Brook Financial Partners LLC 91 - 2024-03-31 48,358 $1,306,000 11,198
   Ergawealth Advisors Inc. 19 - 2023-12-31 43,603 $1,128,000 14,644
   KESTRA PRIVATE WEALTH SERVICES LLC 540 - 2023-12-31 36,497 $945,000 36,497
   Orion Portfolio Solutions LLC 981 - 2023-12-31 35,360 $915,000 1,335
   Diligent Investors LLC 190 *New 2023-12-31 17,209 $445,000 17,209
   Csenge Advisory Group 489 - 2023-12-31 13,536 $350,000 119
   Coastal Investment Advisors Inc. 298 - 2024-03-31 12,484 $337,000 -2,580
   Centric Wealth Management 114 - 2023-12-31 11,932 $314,000 -1,214
   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
   LINCOLN NATIONAL CORP 1010 *New 2023-12-31 8,188 $212,000 8,188
   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 - 2023-12-31 1,334 $35,000 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
   WELLS FARGO & CO/MN 5688 *Closed 2023-12-31 0 $0 -2,576
   NATIONAL ASSET MANAGEMENT, INC. 1390 *Closed 2023-12-31 0 $0 -9,560
   PROEQUITIES INC. 5229 - 2023-12-31 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

  48 Records found
  1    
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