PACER FDS TR (PSFJ)
Institutional ownership reported to the SEC as of Q2 2026, across 20 quarters.
12
Reporting holders
$34.8M
Reported value
0.0%
Held as options
+0
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 | $25.7M | 729,426 | 0.76% | 12q | +12.9%+$2.9M |
| Cetera Investment Advisers | $5.2M | 148,005 | 0.00% | 10q | -7.4%-$418.2K |
| OSAIC HOLDINGS, INC. | $936.9K | 26,641 | 0.00% | 17q | -1.6%-$15.1K |
| WORLD EQUITY GROUP, INC. | $811.2K | 23,066 | 0.18% | 3q | +58.7%+$300.2K |
| Chicago Partners Investment Group LLC | $477.1K | 13,689 | 0.01% | 20q | HELD |
| CITADEL ADVISORS LLC | $455.0K | 12,937 | 0.00% | 2q | -47.2%-$406.6K |
| Financial Network Wealth Advisors LLC | $372.5K | 10,591 | 0.38% | 11q | -27.5%-$141.2K |
| CALTON & ASSOCIATES, INC. | $333.1K | 9,470 | 0.05% | new | NEW |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $280.6K | 7,978 | 0.03% | 19q | HELD |
| JANE STREET GROUP, LLC | $230.1K | 6,542 | 0.00% | new | NEW |
| Pacer Advisors, Inc. | $25.7K | 729,426 | 0.07% | 20q | +12.9%+$2.9K |
| UBS Group AG | $20.8K | 590 | 0.00% | new | NEW |
| Ameritas Advisory Services, LLC | $16.6K | 473 | 0.00% | new | NEW |
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 | 12 | $34.8M | 989,408 | 4 | 2 | 4 | 0.0% |
| Q1 2026 | 12 | $51.2M | 1,568,460 | 2 | 2 | 8 | 0.0% |
| Q4 2025 | 12 | $54.1M | 1,629,455 | 3 | 1 | 5 | 0.0% |
| Q3 2025 | 11 | $56.9M | 1,753,626 | 2 | 6 | 3 | 0.0% |
| Q2 2025 | 11 | $38.1M | 1,226,003 | 1 | 1 | 6 | 0.0% |
| Q1 2025 | 11 | $40.2M | 1,410,310 | 2 | 1 | 2 | 0.0% |
| Q4 2024 | 9 | $40.2M | 1,379,731 | 1 | 0 | 7 | 0.0% |
| Q3 2024 | 11 | $43.4M | 1,511,341 | 1 | 3 | 3 | 0.0% |
| Q2 2024 | 12 | $44.6M | 1,621,345 | 0 | 3 | 4 | 0.0% |
| Q1 2024 | 13 | $44.8M | 1,675,689 | 4 | 4 | 3 | 0.0% |
| Q4 2023 | 10 | $40.7M | 1,618,115 | 2 | 4 | 2 | 0.0% |
| Q3 2023 | 8 | $30.7M | 1,322,705 | 3 | 4 | 0 | 0.0% |
| Q2 2023 | 6 | $10.0M | 421,669 | 1 | 1 | 1 | 0.0% |
| Q1 2023 | 5 | $7.9M | 361,167 | 0 | 0 | 3 | 0.0% |
| Q4 2022 | 6 | $10.1M | 480,148 | 2 | 0 | 3 | 0.0% |
| Q3 2022 | 5 | $10.2M | 519,240 | 1 | 3 | 0 | 0.0% |
| Q2 2022 | 5 | $7.6M | 371,425 | 2 | 1 | 0 | 0.0% |
| Q1 2022 | 5 | $6.1M | 286,190 | 0 | 1 | 2 | 0.0% |
| Q4 2021 | 5 | $4.7M | 217,676 | 2 | 0 | 2 | 0.0% |
| Q3 2021 | 3 | $5.8M | 281,649 | 3 | 0 | 0 | 0.0% |