Q2 2025 13F Holders as of 6/30/2025
-
Type / Class
-
Equity / SWAN SOS FD OF
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Number of holders
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80
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Total 13F shares, excl. options
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14.3M
-
Shares change
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+407K
-
Total reported value, excl. options
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$436M
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Value change
-
+$12.6M
-
Number of buys
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44
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Number of sells
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-36
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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 14.3M shares
.
Largest 10 shareholders include Allworth Financial LP (1.67M shares), OSAIC HOLDINGS, INC. (1.39M shares), Cetera Investment Advisers (1.37M shares), ENVESTNET ASSET MANAGEMENT INC (1.01M shares), Bison Wealth, LLC (924K shares), BRASS TAX WEALTH MANAGEMENT, INC (680K shares), MARIPAU WEALTH MANAGEMENT LLC (575K shares), Signal Advisors Wealth, LLC (575K shares), RETIREMENT GUYS FORMULA LLC (473K shares), and MML INVESTORS SERVICES, LLC (472K 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.