PACER FDS TR (PSFF)
Institutional ownership reported to the SEC as of Q2 2026, across 22 quarters.
92
Reporting holders
$514.4M
Reported value
0.0%
Held as options
+4
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Cetera Investment Advisers | $63.3M | 1,845,554 | 0.06% | 19q | +2.5%+$1.5M |
| Allworth Financial LP | $62.6M | 1,823,692 | 0.27% | 13q | -1.1%-$700.5K |
| OSAIC HOLDINGS, INC. | $55.6M | 1,621,293 | 0.07% | 22q | +10.7%+$5.4M |
| ENVESTNET ASSET MANAGEMENT INC | $35.5M | 1,034,433 | 0.01% | 18q | -8.2%-$3.2M |
| Ausdal Financial Partners, Inc. | $21.6M | 630,748 | 0.85% | 7q | +7.0%+$1.4M |
| MARIPAU WEALTH MANAGEMENT LLC | $20.8M | 609,086 | 7.42% | 19q | +2.0%+$417.4K |
| Signal Advisors Wealth, LLC | $20.1M | 585,265 | 1.01% | 11q | +1.5%+$301.8K |
| MML INVESTORS SERVICES, LLC | $17.5M | 510,791 | 0.04% | 18q | +26.3%+$3.6M |
| Financial Strategies Group, Inc. | $15.7M | 456,621 | 2.51% | 10q | +2.2%+$342.0K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $12.8M | 373,482 | 0.14% | 11q | +8.8%+$1.0M |
| Keystone Financial Services, LLC | $12.7M | 369,114 | 7.61% | 7q | +2.4%+$301.9K |
| NewEdge Advisors, LLC | $12.5M | 365,172 | 0.04% | 7q | +13.3%+$1.5M |
| Copley Financial Group, Inc. | $12.3M | 358,334 | 7.43% | 8q | +1.1%+$133.9K |
| Merit Financial Group, LLC | $10.1M | 293,746 | 0.03% | 3q | +116.0%+$5.4M |
| COMMONWEALTH EQUITY SERVICES, LLC | $9.3M | 271,131 | 0.01% | 19q | +5.6%+$492.1K |
| Bison Wealth, LLC | $9.0M | 261,166 | 0.82% | 7q | -2.2%-$204.9K |
| Sigma Planning Corp | $8.1M | 235,149 | 0.20% | 13q | -1.3%-$107.9K |
| EVOLUTION WEALTH MANAGEMENT INC. | $8.1M | 234,797 | 4.74% | 5q | -2.9%-$238.7K |
| VERUS CAPITAL PARTNERS, LLC | $7.8M | 228,739 | 0.42% | 3q | +5.1%+$377.3K |
| Kestra Advisory Services, LLC | $7.8M | 228,576 | 0.03% | 11q | +19.2%+$1.3M |
| LPL Financial LLC | $6.4M | 185,188 | 0.00% | 20q | -28.6%-$2.6M |
| Core Wealth Advisors, Inc. | $6.1M | 176,508 | 1.22% | 11q | +2.8%+$164.6K |
| JPMORGAN CHASE & CO | $5.3M | 155,785 | 0.00% | 9q | +27.0%+$1.1M |
| World Investment Advisors | $5.1M | 150,119 | 0.09% | 3q | -0.7%-$36.5K |
| Storen Legacy Partners, LLC | $4.4M | 128,302 | 1.20% | 3q | -3.3%-$150.8K |
| Advisory Services Network, LLC | $4.1M | 118,433 | 0.05% | 19q | +3.7%+$143.9K |
| HARBOUR INVESTMENTS, INC. | $3.4M | 99,327 | 0.05% | 10q | HELD |
| COMPASS FINANCIAL MANAGEMENT LLC | $3.3M | 97,435 | 0.40% | new | FIRST |
| Stratos Investment Management, LLC | $3.2M | 94,469 | 0.12% | 6q | HELD |
| ODonnell Financial Services, LLC | $3.2M | 93,739 | 0.95% | 12q | -1.9%-$60.9K |
| Waverly Advisors, LLC | $2.6M | 75,182 | 0.01% | 3q | -4.3%-$116.7K |
| Independent Wealth Network Inc. | $2.4M | 68,887 | 0.60% | 13q | HELD |
| Glen Eagle Advisors, LLC | $2.2M | 63,309 | 0.27% | 10q | +25.9%+$447.3K |
| Chicago Partners Investment Group LLC | $2.1M | 61,741 | 0.04% | 19q | -6.6%-$150.3K |
| INDEPENDENT FINANCIAL GROUP, LLC | $2.1M | 60,967 | 0.04% | 6q | +29.0%+$469.7K |
| RFG Advisory, LLC | $2.1M | 60,139 | 0.03% | 4q | -15.5%-$379.5K |
| OPTIMA CAPITAL LLC | $2.1M | 59,901 | 0.81% | 7q | -3.6%-$75.8K |
| Brookstone Capital Management | $1.9M | 56,132 | 0.02% | 19q | +157.7%+$1.2M |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $1.9M | 55,327 | 0.03% | 9q | HELD |
| HighTower Advisors, LLC | $1.8M | 52,151 | 0.00% | 12q | -4.5%-$84.2K |
| Integrated Wealth Concepts LLC | $1.5M | 43,708 | 0.01% | 2q | +7.4%+$102.8K |
| Ascension Capital Advisors, Inc. | $1.5M | 42,714 | 0.41% | 3q | +2.0%+$29.3K |
| FIDUCIARY FINANCIAL ADVISORS | $1.4M | 41,922 | 0.15% | new | NEW |
| Financial Network Wealth Advisors LLC | $1.4M | 41,369 | 1.44% | 6q | -3.7%-$54.9K |
| Cascades Capital Asset Management, LLC | $1.4M | 39,815 | 0.51% | 8q | -4.3%-$60.9K |
| FOUNDERS FINANCIAL SECURITIES LLC | $1.3M | 38,237 | 0.07% | 5q | HELD |
| Geneos Wealth Management Inc. | $1.2M | 35,980 | 0.03% | 5q | +1.0%+$12.8K |
| Comprehensive Financial Planning, Inc./PA | $1.2M | 35,628 | 0.65% | 4q | -4.3%-$54.6K |
| Diligent Investors, LLC | $1.2M | 34,245 | 0.26% | 11q | HELD |
| QUANTUM FINANCIAL PARTNERS LLC | $1.0M | 30,066 | 0.53% | new | FIRST |
| Trinity Wealth Management, LLC | $974.5K | 28,403 | 0.31% | 6q | -25.5%-$333.7K |
| Arete Wealth Advisors, LLC | $846.4K | 24,668 | 0.02% | 8q | +100.0%+$423.2K |
| GWN SECURITIES INC. | $844.5K | 24,613 | 0.14% | 6q | -1.5%-$12.8K |
| Prospera Financial Services Inc | $821.9K | 23,955 | 0.01% | 3q | +27.9%+$179.3K |
| RETIREMENT GUYS FORMULA LLC | $754.5K | 21,991 | 0.28% | 19q | +66.4%+$301.1K |
| J.W. COLE ADVISORS, INC. | $701.5K | 20,445 | 0.01% | new | NEW |
| HBW ADVISORY SERVICES LLC | $679.9K | 19,815 | 0.06% | 8q | +0.6%+$4.0K |
| Centric Wealth Management | $663.7K | 19,777 | 0.10% | 19q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $538.0K | 15,618 | 0.00% | 5q | +8.2%+$40.8K |
| Simplicity Wealth,LLC | $527.4K | 15,372 | 0.02% | 4q | -21.9%-$148.1K |
| NewEdge Wealth, LLC | $524.3K | 15,280 | 0.01% | 2q | -1.0%-$5.3K |
| Stratos Wealth Advisors, LLC | $477.6K | 13,920 | 0.03% | 8q | +4.9%+$22.5K |
| Bank of New York Mellon Corp | $462.9K | 13,492 | 0.00% | 4q | +9.3%+$39.3K |
| INTEGRITY ALLIANCE, LLC. | $389.1K | 11,341 | 0.01% | 3q | HELD |
| Stratos Wealth Partners, LTD. | $338.1K | 9,853 | 0.00% | 5q | HELD |
| Financial Gravity Companies, Inc. | $308.8K | 9,000 | 0.05% | 2q | HELD |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $255.2K | 7,439 | 0.01% | 5q | +2547.3%+$245.6K |
| FIDUCIARY FINANCIAL GROUP, LLC | $249.6K | 7,275 | 0.03% | 7q | -4.4%-$11.6K |
| StoneX Group Inc. | $219.2K | 6,414 | 0.01% | new | NEW |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $214.8K | 6,262 | 0.02% | 4q | -0.8%-$1.6K |
| Accurate Wealth Management, LLC | $211.2K | 6,132 | 0.02% | 2q | HELD |
| CORA CAPITAL ADVISORS LLC | $203.5K | 5,931 | 0.06% | new | NEW |
| Foundations Investment Advisors, LLC | $202.5K | 5,903 | 0.00% | new | NEW |
| Signature Equity Partners, LLC | $166.2K | 4,845 | 0.08% | 3q | -8.1%-$14.6K |
| Murphy & Mullick Capital Management Corp | $145.8K | 4,250 | 0.09% | new | NEW |
| AE Wealth Management LLC | $120.6K | 3,514 | 0.00% | 4q | HELD |
| FIFTH THIRD BANCORP | $106.1K | 3,091 | 0.00% | 2q | +24.1%+$20.6K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $82.1K | 2,398 | 0.00% | 3q | HELD |
| BlackRock, Inc. | $60.6K | 1,767 | 0.00% | new | NEW |
| Steward Partners Investment Advisory, LLC | $55.3K | 1,611 | 0.00% | 9q | HELD |
| Capital Investment Advisory Services, LLC | $51.6K | 1,505 | 0.00% | 9q | HELD |
| ASSETMARK, INC | $41.2K | 1,200 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $31.3K | 912 | 0.00% | 2q | +194.2%+$20.7K |
| Pinnacle Wealth Planning Services, Inc. | $25.4K | 739 | 0.00% | 3q | HELD |
| IFP Advisors, Inc | $20.9K | 608 | 0.00% | 5q | +16.3%+$2.9K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $17.4K | 508 | 0.00% | 2q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $15.1K | 440 | 0.00% | new | NEW |
| Triumph Capital Management | $13.7K | 400 | 0.00% | 3q | -33.3%-$6.9K |
| Benson Wealth Management INC | $12.8K | 373 | 0.01% | 3q | HELD |
| Cambridge Investment Research Advisors, Inc. | $11.7K | 341,298 | 0.01% | 19q | +92.4%+$5.6K |
| MORGAN STANLEY | $6.2K | 180 | 0.00% | 2q | -3.7% |
| MERCER GLOBAL ADVISORS INC /ADV | $2.2K | 63 | 0.00% | new | NEW |
| Capital Analysts, LLC | $2.0K | 58,549 | 0.05% | 7q | -2.6% |
| DHJJ Financial Advisors, Ltd. | $1.9K | 55 | 0.00% | 12q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 92 | $514.4M | 14,994,972 | 10 | 35 | 26 | 0.0% |
| Q1 2026 | 88 | $450.6M | 14,022,093 | 12 | 26 | 34 | 0.0% |
| Q4 2025 | 86 | $475.4M | 14,720,455 | 12 | 36 | 25 | 0.0% |
| Q3 2025 | 77 | $449.6M | 14,235,206 | 12 | 21 | 31 | 0.0% |
| Q2 2025 | 75 | $408.1M | 13,384,491 | 14 | 27 | 23 | 0.0% |
| Q1 2025 | 69 | $353.6M | 12,411,814 | 13 | 28 | 19 | 0.0% |
| Q4 2024 | 71 | $362.2M | 12,352,316 | 10 | 25 | 22 | 0.0% |
| Q3 2024 | 60 | $290.7M | 10,116,240 | 9 | 29 | 9 | 0.0% |
| Q2 2024 | 57 | $262.1M | 9,418,210 | 14 | 22 | 14 | 0.0% |
| Q1 2024 | 50 | $246.0M | 9,110,207 | 15 | 19 | 10 | 0.0% |
| Q4 2023 | 37 | $199.0M | 7,687,416 | 7 | 19 | 5 | 0.0% |
| Q3 2023 | 34 | $164.6M | 6,795,949 | 8 | 15 | 7 | 0.0% |
| Q2 2023 | 28 | $123.1M | 5,056,280 | 7 | 13 | 5 | 0.0% |
| Q1 2023 | 23 | $78.0M | 3,388,022 | 5 | 8 | 6 | 0.0% |
| Q4 2022 | 20 | $73.4M | 3,333,004 | 4 | 7 | 8 | 0.0% |
| Q3 2022 | 26 | $85.5M | 4,101,236 | 5 | 10 | 7 | 0.0% |
| Q2 2022 | 26 | $78.4M | 3,697,508 | 3 | 14 | 4 | 0.0% |
| Q1 2022 | 27 | $71.6M | 3,199,447 | 8 | 13 | 3 | 0.0% |
| Q4 2021 | 18 | $40.9M | 1,808,940 | 9 | 4 | 1 | 0.0% |
| Q3 2021 | 8 | $7.9M | 355,115 | 4 | 2 | 2 | 0.0% |
| Q2 2021 | 5 | $11.1M | 485,832 | 2 | 3 | 0 | 0.0% |
| Q1 2021 | 3 | $2.0M | 93,600 | 3 | 0 | 0 | 0.0% |