PSFF Institutional Ownership & Shareholders
PACER SWAN SOS FUND OF FUNDS (PSFF) is currently held by 93 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $514.64M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Cetera Investment Advisers is currently the largest disclosed institutional shareholder of PSFF tracked by InsiderSet, reporting ownership valued at approximately $63.32M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $64.69M, representing an estimated gain of +2.16% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 64% of the total disclosed PSFF value among the investors covered in this analysis. Major shareholders include Cetera Investment Advisers, Allworth Financial Lp, Osaic Holdings, Inc., and several other long-term asset managers with concentrated positions in PACER SWAN SOS FUND OF FUNDS (PSFF).
This page ranks the largest institutional PSFF shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
93
Total Reported Value
$514.64M
Largest Holder
Cetera Investment Advisers
Largest Position
$63.32M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
111
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Cetera Investment Advisers | 0.06% | 1,845,554 | $63,320,953 | $64,686,668 | +$1,365,715 | +2.16% | |
| Allworth Financial Lp | 0.27% | 1,823,692 | $62,570,882 | $63,920,405 | +$1,349,523 | +2.16% | |
| Osaic Holdings, Inc. | 0.07% | 1,621,293 | $55,625,548 | $56,826,320 | +$1,200,772 | +2.16% | |
| Envestnet Asset Management Inc | 0.01% | 1,034,433 | $35,491,400 | $36,256,877 | +$765,477 | +2.16% | |
| Ausdal Financial Partners, Inc. | 0.85% | 630,748 | $21,640,975 | $22,107,717 | +$466,742 | +2.16% | |
| Maripau Wealth Management Llc | 7.42% | 609,086 | $20,813,513 | $21,348,464 | +$534,951 | +2.57% | |
| Signal Advisors Wealth, Llc | 0.91% | 587,328 | $20,621,078 | $20,585,846 | -$35,232 | -0.17% | |
| Mml Investors Services, Llc | 0.04% | 510,791 | $17,525,243 | $17,903,225 | +$377,982 | +2.16% | |
| Financial Strategies Group, Inc. | 2.51% | 456,621 | $15,726,030 | $16,004,566 | +$278,536 | +1.77% | |
| Kestra Private Wealth Services, Llc | 0.15% | 404,502 | $14,202,065 | $14,177,795 | -$24,270 | -0.17% | |
| Keystone Financial Services, Llc | 7.61% | 369,114 | $12,664,301 | $12,937,446 | +$273,145 | +2.16% | |
| Newedge Advisors, Llc | 0.04% | 365,172 | $12,529,051 | $12,799,279 | +$270,228 | +2.16% | |
| Copley Financial Group, Inc. | 7.43% | 358,334 | $12,294,440 | $12,559,607 | +$265,167 | +2.16% | |
| Bison Wealth, Llc | 0.80% | 269,690 | $9,563,203 | $9,452,635 | -$110,569 | -1.16% | |
| Commonwealth Equity Services, Llc | 0.01% | 271,131 | $9,302,500 | $9,503,142 | +$200,642 | +2.16% | |
| Sigma Planning Corp | 0.22% | 238,073 | $8,358,755 | $8,344,459 | -$14,296 | -0.17% | |
| Evolution Wealth Management Inc. | 4.69% | 232,083 | $8,148,434 | $8,134,509 | -$13,925 | -0.17% | |
| Verus Capital Partners, Llc | 0.42% | 228,739 | $7,848,035 | $8,017,302 | +$169,267 | +2.16% | |
| Kestra Advisory Services, Llc | 0.03% | 228,576 | $7,842,443 | $8,011,589 | +$169,146 | +2.16% | |
| Lpl Financial Llc | 0.00% | 185,188 | $6,353,790 | $6,490,839 | +$137,049 | +2.16% | |
| Core Wealth Advisors, Inc. | 1.22% | 176,508 | $6,055,972 | $6,186,605 | +$130,633 | +2.16% | |
| Jpmorgan Chase & Co | 0.00% | 155,785 | $5,334,078 | $5,460,264 | +$126,186 | +2.37% | |
| World Investment Advisors | 0.09% | 150,119 | $5,145,214 | $5,261,671 | +$116,457 | +2.26% | |
| Merit Financial Group, Llc | 0.03% | 146,873 | $5,039,213 | $5,147,899 | +$108,686 | +2.16% | |
| Storen Legacy Partners, Llc | 1.20% | 128,302 | $4,402,042 | $4,496,985 | +$94,943 | +2.16% | |
| Advisory Services Network, Llc | 0.05% | 118,433 | $4,063,436 | $4,151,077 | +$87,641 | +2.16% | |
| Harbour Investments, Inc. | 0.05% | 99,327 | $3,407,909 | $3,481,411 | +$73,502 | +2.16% | |
| Stratos Investment Management, Llc | 0.12% | 94,469 | $3,241,231 | $3,311,138 | +$69,907 | +2.16% | |
| Odonnell Financial Services, Llc | 0.95% | 93,739 | $3,216,185 | $3,285,552 | +$69,367 | +2.16% | |
| Waverly Advisors, Llc | 0.01% | 75,182 | $2,579,494 | $2,635,129 | +$55,635 | +2.16% | |
| Independent Wealth Network Inc. | 0.58% | 66,016 | $2,317,822 | $2,313,861 | -$3,961 | -0.17% | |
| Brookstone Capital Management | 0.02% | 63,438 | $2,227,308 | $2,223,502 | -$3,806 | -0.17% | |
| Glen Eagle Advisors, Llc | 0.27% | 63,309 | $2,172,137 | $2,218,980 | +$46,843 | +2.16% | |
| Chicago Partners Investment Group Llc | 0.04% | 61,598 | $2,161,700 | $2,159,010 | -$2,690 | -0.12% | |
| Optima Capital Llc | 0.82% | 59,257 | $2,080,513 | $2,076,958 | -$3,555 | -0.17% | |
| Rfg Advisory, Llc | 0.03% | 60,139 | $2,063,369 | $2,107,872 | +$44,503 | +2.16% | |
| Capital Analysts, Llc | 0.05% | 58,549 | $2,009,000 | $2,052,142 | +$43,142 | +2.15% | |
| Independent Financial Group, Llc | 0.04% | 57,189 | $2,007,906 | $2,004,474 | -$3,432 | -0.17% | |
| Signature Estate & Investment Advisors Llc | 0.03% | 52,602 | $1,846,856 | $1,843,700 | -$3,156 | -0.17% | |
| Integrated Wealth Concepts Llc | 0.01% | 43,708 | $1,499,621 | $1,531,965 | +$32,344 | +2.16% | |
| Ascension Capital Advisors, Inc. | 0.41% | 42,714 | $1,465,517 | $1,497,126 | +$31,609 | +2.16% | |
| Financial Network Wealth Advisors Llc | 1.43% | 41,250 | $1,448,280 | $1,445,812 | -$2,468 | -0.17% | |
| Action Point Financial Planning, Llc | 0.15% | 40,495 | $1,389,383 | $1,419,350 | +$29,967 | +2.16% | |
| Cascades Capital Asset Management, Llc | 0.51% | 39,815 | $1,366,053 | $1,395,516 | +$29,463 | +2.16% | |
| Comprehensive Financial Planning, Inc./Pa | 0.69% | 36,305 | $1,274,689 | $1,272,490 | -$2,199 | -0.17% | |
| Diligent Investors, Llc | 0.28% | 35,725 | $1,254,305 | $1,252,161 | -$2,144 | -0.17% | |
| Geneos Wealth Management Inc. | 0.03% | 35,980 | $1,234,474 | $1,261,099 | +$26,625 | +2.16% | |
| Trinity Wealth Management, Llc | 0.35% | 31,075 | $1,091,043 | $1,089,179 | -$1,864 | -0.17% | |
| Founders Financial Securities Llc | 0.05% | 29,556 | $1,037,711 | $1,035,938 | -$1,773 | -0.17% | |
| Gwn Securities Inc. | 0.14% | 24,613 | $844,472 | $862,686 | +$18,214 | +2.16% |
Frequently asked questions about PSFF
Who are the largest institutional holders of PSFF?
The largest institutional holders of PSFF reported in the latest SEC Form 13F filings include Cetera Investment Advisers, Allworth Financial Lp, Osaic Holdings, Inc., Envestnet Asset Management Inc, and Ausdal Financial Partners, Inc.. InsiderSet ranks institutional holders by their latest reported PSFF position.
What is PSFF institutional ownership?
This page tracks PSFF positions reported by institutional investment managers through SEC Form 13F. PACER SWAN SOS FUND OF FUNDS (PSFF) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PSFF?
InsiderSet currently tracks 93 institutional managers reporting PSFF holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of PSFF shareholders.
How much PSFF stock do institutions own?
Institutional investment managers disclosed approximately $514.64M in PSFF holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PSFF institutional ownership last updated?
The latest PSFF institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional PSFF holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its PSFF position after the reporting date.
Are institutions buying or selling PSFF?
Institutional buying and selling can be analyzed by comparing PSFF positions across consecutive 13F reporting periods. InsiderSet's PSFF Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PSFF ownership changes.
How has PSFF institutional ownership changed over time?
InsiderSet tracks PSFF institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.