Pacer Swan Sos Fund of FundsPSFFETF

13F holders, Q2 2025 (June 30)
81holders +7
13new positions
7sold out
$30.49avg. 13F price*

At the end of Q2 2025, 81 institutions reported holding Pacer Swan Sos Fund of Funds (PSFF) in their 13F filings, up 7 from Q1 2025. 13 opened new positions and 7 sold out. The largest holders were Allworth Financial LP ($50.8M), Osaic Holdings, Inc. ($42.3M) and Cetera Investment Advisers ($41.7M).

Company
Pacer Swan Sos Fund of Funds
Filed as
PACER FDS TR (Q2 2025)
CUSIP
69374H568
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2024: 54Q1 2024Q2 2024: 61Q2 2024Q3 2024: 65Q3 2024Q4 2024: 78Q4 2024Q1 2025: 74Q1 2025Q2 2025: 81Q2 2025Q3 2025: 82Q3 2025Q4 2025: 89Q4 2025Q1 2026: 92Q1 2026Q2 2026: 93Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions13$5.3M
Exits7$1.3M

All 13F filers, Q1 2025 → Q2 2025: 1,756,784 shares bought and 1,244,328 shares sold, net +512,456 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 81 holders

Allworth Financial LP 0.24% Add +2.5% 1,667,933 $50.8M
Osaic Holdings, Inc. 0.08% Add +15.9% 1,388,032 $42.3M
Cetera Investment Advisers 0.07% Reduce -12.1% 1,366,615 $41.7M
Envestnet Asset Management Inc. 0.01% Add +3.8% 1,007,881 $30.7M
Bison Wealth, LLC 2.23% Add +2.5% 924,394 $28.2M
Brass Tax Wealth Management, Inc. 3.99% Add +1103.7% 679,622 $20.7M
Signal Advisors Wealth, LLC 1.37% Reduce -0.2% 574,753 $17.5M
Maripau Wealth Management LLC 8.83% Reduce -0.2% 574,834 $17.5M
Retirement Guys Formula LLC 5.47% Add +33.1% 472,765 $14.4M
MML Investors Services, LLC 0.04% Reduce -36.5% 471,690 $14.4M
Financial Strategies Group, Inc. 2.67% Add +1.8% 417,979 $12.8M
Ausdal Financial Partners, Inc. 0.80% Add +3.4% 391,560 $11.9M
Keystone Financial Services, LLC 7.43% Add +5.2% 320,844 $9.8M
LPL Financial LLC 0.00% Add +0.8% 286,475 $8.7M
Copley Financial Group, Inc. 5.47% Add +161.4% 242,083 $7.4M
Sigma Planning Corp 0.22% Reduce -7.1% 237,147 $7.2M
Commonwealth Equity Services, LLC 0.01% Add +16.0% 215,263 $6.6M
NewEdge Advisors, LLC 0.03% Add +87.6% 206,371 $6.3M
Kestra Advisory Services, LLC 0.03% Reduce -69.7% 187,200 $5.7M
Evolution Wealth Management Inc. 7.00% — 186,322 $5.7M
Harbour Investments, Inc. 0.14% Add +24.8% 176,181 $5.4M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -21.4% 169,778 $5.2M
Core Wealth Advisors, Inc. 1.47% Add +17.4% 168,226 $5.1M
Stratos Investment Management, LLC 0.20% Add +43.7% 142,428 $4.3M
Avantax Advisory Services, Inc. 0.02% Add +15.3% 134,683 $4.1M
ODonnell Financial Services, LLC 1.52% Reduce -7.0% 129,774 $4.0M
Sugar Maple Asset Management, LLC 2.91% Reduce -33.0% 122,626 $3.7M
Brookstone Capital Management 0.04% Reduce -1.5% 98,936 $3.0M
JPMorgan Chase & Co. 0.00% Add +542.3% 79,309 $2.4M
Independent Wealth Network Inc. 0.87% Reduce -3.0% 78,379 $2.4M
New Century Financial Group, LLC 2.77% New 77,547 $2.4M
Chicago Partners Investment Group LLC 0.06% No change 70,369 $2.2M
Optima Capital LLC 1.08% Reduce -2.4% 65,562 $2.0M
Capital Analysts, LLC 0.07% Add +2.6% 64,772 $2.0M
Signature Estate & Investment Advisors LLC 0.04% Reduce -2.0% 61,172 $1.9M
Advisory Services Network, LLC 0.03% Reduce -55.9% 59,675 $1.8M
HighTower Advisors, LLC 0.00% Reduce -0.6% 60,068 $1.8M
Cascades Capital Asset Management, LLC 0.93% Reduce -27.9% 58,315 $1.8M
Kestra Private Wealth Services, LLC 0.02% Add +10.9% 55,866 $1.7M
Glen Eagle Advisors, LLC 0.25% Add +4.8% 53,879 $1.6M
GWN Securities Inc. 0.29% Add +90.4% 51,084 $1.6M
Independent Financial Group, LLC 0.04% Reduce -8.1% 43,185 $1.3M
Silver Oak Securities, Incorporated 0.11% Reduce -6.3% 42,812 $1.3M
Ergawealth Advisors, Inc. 0.56% Add +1.4% 40,967 $1.2M
Trinity Wealth Management, LLC 0.48% Reduce -9.1% 39,976 $1.2M
Integrated Wealth Concepts LLC 0.01% Add +1.2% 36,764 $1.1M
Diligent Investors, LLC 0.25% Reduce -2.2% 34,598 $1.1M
Founders Financial Securities LLC 0.08% New 33,571 $1.0M
J.W. Cole Advisors, Inc. 0.02% Add +16.8% 27,595 $841K
Centric Wealth Management 0.17% Reduce -3.3% 22,551 $699K
PFG Advisors 0.03% Add +25.6% 21,448 $654K
Arete Wealth Advisors, LLC 0.04% Add +36.1% 20,479 $624K
Jane Street Group, LLC 0.00% New 15,858 $483K
NewEdge Wealth, LLC 0.01% New 14,481 $451K
HBW Advisory Services LLC 0.06% Add +7.4% 14,714 $448K
Atria Wealth Solutions, Inc. 0.01% No change 13,124 $400K
Susquehanna International Group, LLP 0.00% Reduce -24.2% 12,614 $384K
Old Mission Capital LLC 0.01% New 11,825 $360K
Compound Planning, Inc. 0.01% Add +0.6% 11,390 $347K
Stratos Wealth Partners, LTD. 0.00% New 10,451 $319K
Cwm, LLC 0.00% Reduce -17.9% 9,799 $299K
Financial Gravity Companies, Inc. 0.05% — 9,000 $274K
Novem Group 0.03% No change 8,650 $264K
Lion Street Advisors, LLC 0.08% No change 8,410 $256K
Fiduciary Financial Group, LLC 0.04% Reduce -22.2% 7,612 $232K
Stratos Wealth Advisors, LLC 0.01% Reduce -86.4% 7,129 $217K
Wealth Enhancement Advisory Services, LLC 0.00% New 6,756 $207K
Steward Partners Investment Advisory, LLC 0.00% Reduce -20.1% 3,691 $113K
Comerica Bank 0.00% No change 2,491 $76K
Capital Investment Advisory Services, LLC 0.00% Reduce -49.1% 1,500 $46K
Geneos Wealth Management Inc. 0.00% New 1,450 $44K
Financial Network Wealth Advisors LLC 0.04% Add +143.4% 1,115 $34K
Realta Investment Advisors 0.01% No change 479 $15K
Morgan Stanley 0.00% No change 295 $9K
Creative Financial Designs Inc. 0.00% New 281 $9K
Raymond James Financial Inc. 0.00% New 271 $8K
Northwestern Mutual Wealth Management Co. 0.00% New 269 $8K
Atlantic Union Bankshares Corp 0.00% New 114 $3K
Sound Income Strategies, LLC 0.00% Reduce -66.7% 105 $3K
DHJJ Financial Advisors, Ltd. 0.00% No change 55 $2K
IFP Advisors, Inc 0.00% New 5 $152

"% of holder's portfolio" is PSFF's weight in each manager's 13F, not the share of Pacer Swan Sos Fund of Funds the manager owns.