PACER FDS TR (PSFF)
Institutional ownership reported to the SEC as of Q2 2026, across 22 quarters.
94
Reporting holders
$565.1M
Reported value
0.0%
Calls
0.0%
Puts
+3
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | $71.0M | 2,068,866 | 0.01% | 18q | +83.5%+$32.3M |
| 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 |
| 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 |
| Cambridge Investment Research Advisors, Inc. | $11.7M | 341,298 | 0.01% | 19q | +92.4%+$5.6M |
| 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 |
| Integrated Wealth Concepts LLC | $3.0M | 87,416 | 0.01% | 2q | +114.7%+$1.6M |
| 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 |
| Capital Analysts, LLC | $2.0M | 58,549 | 0.05% | 7q | -2.6%-$54.7K |
| 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 |
| 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 |
| MORGAN STANLEY | $6.2K | 180 | 0.00% | 2q | -3.7% |
| MERCER GLOBAL ADVISORS INC /ADV | $2.2K | 63 | 0.00% | new | NEW |
| 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 | 94 | $565.1M | 16,472,960 | 10 | 37 | 26 | 0.0% |
| Q1 2026 | 91 | $458.4M | 14,266,672 | 13 | 26 | 36 | 0.0% |
| Q4 2025 | 89 | $484.3M | 14,979,574 | 12 | 36 | 27 | 0.0% |
| Q3 2025 | 82 | $465.5M | 14,739,390 | 12 | 24 | 33 | 0.0% |
| Q2 2025 | 81 | $437.1M | 14,336,272 | 14 | 30 | 26 | 0.0% |
| Q1 2025 | 75 | $388.8M | 13,646,206 | 13 | 34 | 19 | 0.0% |
| Q4 2024 | 77 | $396.1M | 13,509,767 | 12 | 28 | 23 | 0.0% |
| Q3 2024 | 64 | $321.2M | 11,176,954 | 10 | 32 | 9 | 0.0% |
| Q2 2024 | 60 | $290.3M | 10,432,650 | 14 | 25 | 14 | 0.0% |
| Q1 2024 | 53 | $268.9M | 9,957,536 | 15 | 22 | 10 | 0.0% |
| Q4 2023 | 40 | $216.8M | 8,376,348 | 7 | 22 | 5 | 0.0% |
| Q3 2023 | 37 | $179.7M | 7,420,536 | 8 | 18 | 7 | 0.0% |
| Q2 2023 | 31 | $137.3M | 5,639,659 | 7 | 15 | 5 | 0.0% |
| Q1 2023 | 26 | $90.8M | 3,941,938 | 5 | 9 | 8 | 0.0% |
| Q4 2022 | 26 | $86.6M | 3,940,957 | 4 | 10 | 9 | 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% |