PACER FDS TR (PSCW)
Institutional ownership reported to the SEC as of Q2 2026, across 21 quarters.
8
Reporting holders
$57.1M
Reported value
0.0%
Held as options
-5
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 |
|---|---|---|---|---|---|
| Swan Global Investments, LLC | $52.4M | 1,744,472 | 1.55% | 12q | -2.0%-$1.1M |
| Cetera Investment Advisers | $1.8M | 59,306 | 0.00% | 9q | +3.0%+$52.5K |
| MML INVESTORS SERVICES, LLC | $1.0M | 34,488 | 0.00% | 5q | +5.5%+$54.4K |
| OSAIC HOLDINGS, INC. | $738.7K | 24,607 | 0.00% | 21q | +14.0%+$90.9K |
| Nova Wealth Management, Inc. | $426.9K | 14,223 | 0.24% | 5q | +52.3%+$146.7K |
| Advisory Services Network, LLC | $391.2K | 13,034 | 0.00% | 5q | -1.6%-$6.4K |
| GOLDMAN SACHS GROUP INC | $304.3K | 10,139 | 0.00% | 4q | -2.5%-$7.7K |
| Pacer Advisors, Inc. | $52.4K | 1,744,472 | 0.13% | 20q | -2.0%-$1.1K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $6.0K | 200 | 0.00% | 2q | 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 | 8 | $57.1M | 1,900,469 | 0 | 4 | 3 | 0.0% |
| Q1 2026 | 13 | $106.8M | 3,756,256 | 2 | 1 | 8 | 0.0% |
| Q4 2025 | 13 | $125.1M | 4,485,677 | 1 | 3 | 6 | 0.0% |
| Q3 2025 | 13 | $128.3M | 4,686,991 | 2 | 3 | 7 | 0.0% |
| Q2 2025 | 11 | $128.1M | 4,826,747 | 4 | 5 | 2 | 0.0% |
| Q1 2025 | 9 | $80.1M | 3,162,242 | 2 | 2 | 3 | 0.0% |
| Q4 2024 | 8 | $70.4M | 2,688,433 | 2 | 1 | 5 | 0.0% |
| Q3 2024 | 8 | $72.6M | 2,824,926 | 1 | 1 | 4 | 0.0% |
| Q2 2024 | 9 | $75.0M | 3,047,953 | 5 | 3 | 1 | 0.0% |
| Q1 2024 | 5 | $20.9M | 878,629 | 1 | 3 | 1 | 0.0% |
| Q4 2023 | 7 | $19.1M | 823,024 | 1 | 3 | 2 | 0.0% |
| Q3 2023 | 7 | $16.0M | 740,590 | 3 | 2 | 1 | 0.0% |
| Q2 2023 | 5 | $14.6M | 664,472 | 0 | 2 | 3 | 0.0% |
| Q1 2023 | 7 | $13.2M | 630,404 | 3 | 1 | 3 | 0.0% |
| Q4 2022 | 4 | $12.6M | 604,483 | 0 | 1 | 2 | 0.0% |
| Q3 2022 | 8 | $13.6M | 675,836 | 4 | 2 | 0 | 0.0% |
| Q2 2022 | 4 | $12.3M | 603,245 | 1 | 2 | 0 | 0.0% |
| Q1 2022 | 5 | $5.5M | 246,948 | 2 | 1 | 0 | 0.0% |
| Q4 2021 | 5 | $2.5M | 114,297 | 1 | 1 | 1 | 0.0% |
| Q3 2021 | 5 | $2.8M | 131,247 | 2 | 0 | 0 | 0.0% |
| Q2 2021 | 4 | $1.1M | 53,216 | 4 | 0 | 0 | 0.0% |