# PACER FDS TR (PSFM)

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

- Reporting holders: 10
- Reported value: $40.4M
- 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/) | $17.7M | 507,781 | 0.5% | 12 |
| [Pacer Advisors, Inc.](https://holderbook.com/funds/1616667-pacer-advisors-inc/) | $17.7M | 507,781 | 0.0% | 20 |
| [BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1352860-blue-bell-private-wealth-management-llc/) | $2.6M | 74,630 | 0.3% | 21 |
| [Bison Wealth, LLC](https://holderbook.com/funds/1845251-bison-wealth-llc/) | $786.5K | 22,500 | 0.1% | 3 |
| [GOLDMAN SACHS GROUP INC](https://holderbook.com/funds/886982-goldman-sachs-group-inc/) | $578.7K | 16,601 | 0.0% | 2 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $541.2K | 15,526 | 0.0% | 21 |
| [GTS SECURITIES LLC](https://holderbook.com/funds/1452765-gts-securities-llc/) | $299.7K | 8,597 | 0.0% | 1 |
| [Financial Network Wealth Advisors LLC](https://holderbook.com/funds/2012031-financial-network-wealth-advisors-llc/) | $93.7K | 2,688 | 0.1% | 10 |
| [Rockefeller Capital Management L.P.](https://holderbook.com/funds/1739439-rockefeller-capital-management-l-p/) | $59.3K | 1,700 | 0.0% | 4 |
| [Ameritas Advisory Services, LLC](https://holderbook.com/funds/1901275-ameritas-advisory-services-llc/) | $6.4K | 184 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 10 | $40.4M |
| Q1 2026 | 11 | $32.1M |
| Q4 2025 | 10 | $32.0M |
| Q3 2025 | 10 | $33.2M |
| Q2 2025 | 9 | $33.2M |
| Q1 2025 | 12 | $36.0M |
| Q4 2024 | 11 | $37.7M |
| Q3 2024 | 11 | $38.0M |
| Q2 2024 | 11 | $38.7M |
| Q1 2024 | 12 | $36.4M |
| Q4 2023 | 7 | $31.6M |
| Q3 2023 | 10 | $27.4M |