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Disclosery

PSFF PACER FDS TR

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SWAN SOS FD OF (fund)

89 managers (92 13F filers) reported a position in PSFF shares at 2026-03-31, 14,588,786 shares in all. 13 filers opened a position and 9 filers sold out during the quarter.

Managers
89
13F filers
92
New
13
Added
29
Reduced
38
Sold out
9
Shares held by filers
14,588,786

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Allworth Financial LP1,844,109$59.1M0.24%+46,42213F-HRTimeline
Cetera Investment Advisers1,801,393$57.7M0.06%+113,10213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,463,974$46.9M0.07%-12,78413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,127,271$36.1M0.01%+27,57413F-HRTimelineGroup
MARIPAU WEALTH MANAGEMENT LLC596,870$19.1M8.41%+18,67313F-HR/ATimeline
Ausdal Financial Partners, Inc.589,611$18.9M0.84%+61,23313F-HRTimeline
Signal Advisors Wealth, LLC576,470$18.5M1.27%-5,75113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding534,984$17.1M-7,771Timeline
Financial Strategies Group, Inc.446,691$15M2.5%+19,15713F-HRTimeline
MML INVESTORS SERVICES, LLC404,537$13M0.04%-94,40413F-HRTimeline
Keystone Financial Services, LLC360,316$11.5M7.77%+22,85113F-HRTimeline
Copley Financial Group, Inc.354,430$11.4M6.85%-10,12113F-HRTimeline
NewEdge Advisors, LLC322,269$10.3M0.04%+17,99613F-HR/ATimeline
Bison Wealth, LLC267,128$9.07M0.88%-14213F-HRTimeline
LPL Financial LLC259,518$8.32M<0.01%-6,05113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC256,789$8.23M0.01%-2,88113F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.241,755$7.75M5.66%-107,30313F-HRTimeline
Sigma Planning Corp238,294$7.64M0.21%+1,89113F-HRTimeline
VERUS CAPITAL PARTNERS, LLC217,742$6.98M0.48%+7,55213F-HRTimeline
Cambridge Investment Research Advisors,…177,398$5.68M0.01%-10,72213F-HRTimeline
Core Wealth Advisors, Inc.171,712$5.5M1.31%+30,60813F-HRTimeline
World Investment Advisors151,185$4.84M0.08%+17,83813F-HRTimeline
Merit Financial Group, LLC136,008$4.36M0.03%+16,04713F-HRTimeline
Storen Legacy Partners, LLC132,697$4.25M1.33%-223,61613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO122,635$3.87M<0.01%+20,08113F-HR/ATimelineGroup
Stratos Wealth Partners, LTD.group of 3 filers holding117,182$3.76M-921Timeline
Advisory Services Network, LLC114,239$3.66M0.05%+6,43713F-HRTimeline
HARBOUR INVESTMENTS, INC.98,933$3.17M0.05%-35813F-HRTimeline
ODonnell Financial Services, LLC95,514$3.06M1.05%-4,79713F-HRTimeline
Waverly Advisors, LLC78,584$2.52M0.02%-70313F-HRTimeline
RFG Advisory, LLC71,199$2.28M0.04%+62,30813F-HRTimeline
Independent Wealth Network Inc.69,111$2.21M0.66%-2,52913F-HRTimeline
Chicago Partners Investment Group LLC66,139$2.21M0.05%-5,08413F-HRTimeline
OPTIMA CAPITAL LLC62,110$1.99M0.92%-63713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC60,142$1.93M0.05%-3,19613F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…55,248$1.77M0.04%-1,83813F-HRTimelineGroup
HighTower Advisors, LLC54,604$1.75M<0.01%-1,60513F-HRTimeline
Glen Eagle Advisors, LLC50,271$1.61M0.23%-27013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC47,278$1.51M0.03%+4,82613F-HR/ATimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC44,451$1.42M<0.01%new13F-HRTimelineGroup
Financial Network Wealth Advisors LLC42,970$1.38M1.41%+9,26213F-HRTimeline
Ascension Capital Advisors, Inc.41,859$1.34M0.42%+49313F-HRTimeline
Cascades Capital Asset Management, LLC41,590$1.33M0.56%-7,25013F-HRTimeline
Integrated Wealth Concepts LLC40,711$1.3M0.01%new13F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC38,066$1.25M0.07%+2,75713F-HR/ATimeline
Trinity Wealth Management, LLC38,128$1.22M0.45%+15213F-HRTimeline
Comprehensive Financial Planning, Inc./…37,219$1.19M0.83%+3,22313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC37,008$1.19M<0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.35,608$1.14M0.03%+2,28413F-HRTimeline
Diligent Investors, LLC34,247$1.1M0.27%-25113F-HRTimeline
GWN SECURITIES INC.24,987$801K0.15%-10513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management21,783$698K0.01%-131,84113F-HRTimelineGroup
Centric Wealth Management19,777$664K0.13%-61913F-HRTimeline
HBW ADVISORY SERVICES LLC19,697$631K0.07%-1,13013F-HRTimeline
Simplicity Wealth,LLC19,688$631K0.04%-32,83313F-HRTimeline
Prospera Financial Services Inc18,730$600K0.01%+8,96013F-HRTimeline
Orion Porfolio Solutions, LLC15,829$507K<0.01%-2,07413F-HRTimeline
NewEdge Wealth, LLC15,435$495K0.01%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…14,433$463K<0.01%+16813F-HRTimeline
PFG Advisors14,390$461K0.02%-2,06213F-HRTimeline
RETIREMENT GUYS FORMULA LLC13,214$423K0.19%-20,26213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp12,347$396K<0.01%+96413F-HRTimelineGroup
Arete Wealth Advisors, LLC12,334$395K0.03%-2,53413F-HR/ATimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC11,381$365K<0.01%new13F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.11,341$363K0.01%-36913F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …9,000$288K0.05%013F-HRTimelineGroup
FIDUCIARY FINANCIAL GROUP, LLC7,612$244K0.03%013F-HRTimeline
CWM, LLCin group CWM, LLC7,108$228K<0.01%-55313F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC7,090$227K0.01%new13F-HRTimeline
HRT FINANCIAL LP7,039$225K<0.01%new13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…6,310$202K0.02%-2,77113F-HRTimeline
Accurate Wealth Management, LLC6,132$201K0.02%new13F-HRTimeline
Signature Equity Partners, LLC5,270$169K0.09%-35013F-HRTimeline
Sunbelt Securities, Inc.4,195$134K0.01%013F-HRTimeline
AE Wealth Management LLC3,514$113K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,491$79.8K<0.01%new13F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,398$77.1K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…1,611$51.6K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…1,505$48.2K<0.01%-15013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.739$23.7K<0.01%013F-HRTimeline
Triumph Capital Management600$19.2K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG527$16.9K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc523$16.8K<0.01%+513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC508$16.3K<0.01%new13F-HRTimeline
Benson Wealth Management INC373$12K0.02%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV281$9K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY187$5.99K<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN155$4.97K<0.01%new13F-HR/ATimelineGroup
DHJJ Financial Advisors, Ltd.55$1.76K<0.01%013F-HRTimeline