PACER FDS TR (PSFD)
Institutional ownership reported to the SEC as of Q2 2026, across 23 quarters.
15
Reporting holders
$43.3M
Reported value
0.0%
Held as options
-1
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 | $32.8M | 824,213 | 0.97% | 12q | -0.5%-$168.0K |
| Camarda Financial Advisors, LLC | $2.9M | 73,671 | 0.89% | 8q | +4.5%+$126.4K |
| OSAIC HOLDINGS, INC. | $2.3M | 56,713 | 0.00% | 20q | -0.9%-$20.2K |
| Rockefeller Capital Management L.P. | $1.0M | 25,530 | 0.00% | 18q | -5.4%-$58.6K |
| WORLD EQUITY GROUP, INC. | $814.3K | 20,440 | 0.18% | 3q | +57.6%+$297.6K |
| Financial Network Wealth Advisors LLC | $617.3K | 15,494 | 0.63% | 11q | -15.5%-$113.0K |
| LPL Financial LLC | $595.8K | 14,955 | 0.00% | 8q | -2.4%-$14.7K |
| Signature Equity Partners, LLC | $514.5K | 12,915 | 0.24% | 3q | HELD |
| CITADEL ADVISORS LLC | $461.9K | 11,595 | 0.00% | new | NEW |
| Gladstone Institutional Advisory LLC | $343.2K | 8,616 | 0.01% | 2q | HELD |
| Cetera Investment Advisers | $299.2K | 7,510 | 0.00% | 18q | HELD |
| CALTON & ASSOCIATES, INC. | $266.2K | 6,682 | 0.04% | new | NEW |
| Patriot Financial Group Insurance Agency, LLC | $215.1K | 5,400 | 0.02% | 2q | -50.0%-$215.1K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $66.1K | 1,658 | 0.01% | 18q | HELD |
| Pacer Advisors, Inc. | $32.8K | 824,213 | 0.08% | 20q | -0.5% |
| Parallel Advisors, LLC | $12.0K | 300 | 0.00% | 21q | -71.2%-$29.5K |
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 | 15 | $43.3M | 1,085,692 | 2 | 2 | 7 | 0.0% |
| Q1 2026 | 16 | $70.4M | 1,929,575 | 3 | 6 | 6 | 0.0% |
| Q4 2025 | 15 | $58.2M | 1,558,699 | 1 | 2 | 7 | 0.0% |
| Q3 2025 | 17 | $60.8M | 1,675,295 | 4 | 3 | 9 | 0.0% |
| Q2 2025 | 15 | $59.6M | 1,718,616 | 1 | 5 | 3 | 0.0% |
| Q1 2025 | 17 | $59.5M | 1,833,750 | 3 | 6 | 5 | 0.0% |
| Q4 2024 | 15 | $60.4M | 1,825,086 | 2 | 2 | 6 | 0.0% |
| Q3 2024 | 16 | $60.7M | 1,877,167 | 2 | 2 | 8 | 0.0% |
| Q2 2024 | 15 | $61.0M | 1,940,722 | 3 | 2 | 5 | 0.0% |
| Q1 2024 | 12 | $59.3M | 1,943,897 | 1 | 6 | 1 | 0.0% |
| Q4 2023 | 12 | $31.3M | 1,083,358 | 2 | 3 | 1 | 0.0% |
| Q3 2023 | 10 | $21.3M | 804,278 | 1 | 1 | 2 | 0.0% |
| Q2 2023 | 11 | $11.1M | 413,825 | 1 | 3 | 2 | 0.0% |
| Q1 2023 | 11 | $9.0M | 356,423 | 2 | 2 | 4 | 0.0% |
| Q4 2022 | 13 | $13.7M | 571,633 | 4 | 1 | 4 | 0.0% |
| Q3 2022 | 13 | $15.5M | 725,322 | 2 | 2 | 4 | 0.0% |
| Q2 2022 | 13 | $17.3M | 799,900 | 3 | 4 | 3 | 0.0% |
| Q1 2022 | 11 | $27.2M | 1,132,452 | 6 | 3 | 2 | 0.0% |
| Q4 2021 | 9 | $18.3M | 744,472 | 5 | 4 | 0 | 0.0% |
| Q3 2021 | 5 | $1.7M | 71,955 | 4 | 0 | 0 | 0.0% |
| Q2 2021 | 1 | $58.0K | 2,500 | 1 | 0 | 0 | 0.0% |
| Q1 2021 | 1 | $228.0K | 10,460 | 0 | 0 | 1 | 0.0% |
| Q4 2020 | 1 | $403.0K | 19,440 | 1 | 0 | 0 | 0.0% |