# PACER FDS TR (PSFD)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/PSFD/

- Reporting holders: 16
- Reported value: $76.6M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Swan Global Investments, LLC](https://holderbook.com/funds/1591505-swan-global-investments-llc/) | $32.8M | 824,213 | 1.0% | 12 |
| [Pacer Advisors, Inc.](https://holderbook.com/funds/1616667-pacer-advisors-inc/) | $32.8M | 824,213 | 0.1% | 20 |
| [Camarda Financial Advisors, LLC](https://holderbook.com/funds/1536444-camarda-financial-advisors-llc/) | $2.9M | 73,671 | 0.9% | 8 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $2.3M | 56,713 | 0.0% | 20 |
| [Rockefeller Capital Management L.P.](https://holderbook.com/funds/1739439-rockefeller-capital-management-l-p/) | $1.0M | 25,530 | 0.0% | 18 |
| [CITADEL ADVISORS LLC](https://holderbook.com/funds/1423053-citadel-advisors-llc/) | $923.9K | 23,190 | 0.0% | 1 |
| [WORLD EQUITY GROUP, INC.](https://holderbook.com/funds/878770-world-equity-group-inc/) | $814.3K | 20,440 | 0.2% | 3 |
| [Financial Network Wealth Advisors LLC](https://holderbook.com/funds/2012031-financial-network-wealth-advisors-llc/) | $617.3K | 15,494 | 0.6% | 11 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $595.8K | 14,955 | 0.0% | 8 |
| [Signature Equity Partners, LLC](https://holderbook.com/funds/2109813-signature-equity-partners-llc/) | $514.5K | 12,915 | 0.2% | 3 |
| [Gladstone Institutional Advisory LLC](https://holderbook.com/funds/1766530-gladstone-institutional-advisory-llc/) | $343.2K | 8,616 | 0.0% | 2 |
| [Cetera Investment Advisers](https://holderbook.com/funds/1666741-cetera-investment-advisers/) | $299.2K | 7,510 | 0.0% | 18 |
| [CALTON & ASSOCIATES, INC.](https://holderbook.com/funds/822648-calton-associates-inc/) | $266.2K | 6,682 | 0.0% | 1 |
| [Patriot Financial Group Insurance Agency, LLC](https://holderbook.com/funds/1694883-patriot-financial-group-insurance-agency-llc/) | $215.1K | 5,400 | 0.0% | 2 |
| [BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1352860-blue-bell-private-wealth-management-llc/) | $66.1K | 1,658 | 0.0% | 18 |
| [Parallel Advisors, LLC](https://holderbook.com/funds/1690010-parallel-advisors-llc/) | $12.0K | 300 | 0.0% | 21 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 16 | $76.6M |
| Q1 2026 | 16 | $70.4M |
| Q4 2025 | 15 | $58.2M |
| Q3 2025 | 17 | $60.8M |
| Q2 2025 | 15 | $59.6M |
| Q1 2025 | 17 | $59.5M |
| Q4 2024 | 15 | $60.4M |
| Q3 2024 | 16 | $60.7M |
| Q2 2024 | 16 | $61.5M |
| Q1 2024 | 13 | $59.8M |
| Q4 2023 | 13 | $31.8M |
| Q3 2023 | 11 | $21.7M |