Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / SWAN SOS FD OF
-
Number of holders
-
80
-
Total 13F shares, excl. options
-
14,293,087
-
Shares change
-
+406,561
-
Total reported value, excl. options
-
$435,789,949
-
Value change
-
+$12,602,958
-
Number of buys
-
44
-
Number of sells
-
-36
-
Price
-
$30.48
Significant Holders of PACER FDS TR - SWAN SOS FD OF (PSFF) as of Q2 2025
89 filings reported holding PSFF - PACER FDS TR - SWAN SOS FD OF as of Q2 2025.
PACER FDS TR - SWAN SOS FD OF (PSFF) has 80 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 14,293,087 shares
.
Largest 10 shareholders include Allworth Financial LP (1,667,933 shares), OSAIC HOLDINGS, INC. (1,388,032 shares), Cetera Investment Advisers (1,366,615 shares), ENVESTNET ASSET MANAGEMENT INC (1,007,881 shares), Bison Wealth, LLC (924,394 shares), BRASS TAX WEALTH MANAGEMENT, INC (679,622 shares), MARIPAU WEALTH MANAGEMENT LLC (574,834 shares), Signal Advisors Wealth, LLC (574,753 shares), RETIREMENT GUYS FORMULA LLC (472,765 shares), and MML INVESTORS SERVICES, LLC (471,690 shares).
This table shows the top 80 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.