Q1 2023 13F Holders as of 3/31/2023
-
Type / Class
-
Equity / SWAN SOS FD OF
-
Number of holders
-
25
-
Total 13F shares, excl. options
-
3.93M
-
Shares change
-
+27.2K
-
Total reported value, excl. options
-
$90.4M
-
Value change
-
+$676K
-
Number of buys
-
14
-
Number of sells
-
-11
-
Price
-
$22.98
Significant Holders of PACER FDS TR - SWAN SOS FD OF (PSFF) as of Q1 2023
28 filings reported holding PSFF - PACER FDS TR - SWAN SOS FD OF as of Q1 2023.
PACER FDS TR - SWAN SOS FD OF (PSFF) has 25 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3.93M shares
.
Largest 10 shareholders include ADVISOR GROUP HOLDINGS, INC. (814K shares), MARIPAU WEALTH MANAGEMENT LLC (500K shares), Truadvice, LLC (495K shares), MML INVESTORS SERVICES, LLC (450K shares), RETIREMENT GUYS FORMULA LLC (320K shares), Brookstone Capital Management (258K shares), Cetera Investment Advisers (258K shares), Cetera Advisor Networks LLC (155K shares), ENVESTNET ASSET MANAGEMENT INC (133K shares), and Atria Investments, Inc (129K shares).
This table shows the top 25 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.