PACER FDS TR (PSFM)
Institutional ownership reported to the SEC as of Q2 2026, across 21 quarters.
9
Reporting holders
$22.7M
Reported value
0.0%
Held as options
-2
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 | $17.7M | 507,781 | 0.52% | 12q | +25.3%+$3.6M |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $2.6M | 74,630 | 0.32% | 21q | -0.6%-$17.0K |
| Bison Wealth, LLC | $786.5K | 22,500 | 0.07% | 3q | HELD |
| GOLDMAN SACHS GROUP INC | $578.7K | 16,601 | 0.00% | 2q | +13.8%+$70.0K |
| OSAIC HOLDINGS, INC. | $541.2K | 15,526 | 0.00% | 21q | -3.1%-$17.6K |
| GTS SECURITIES LLC | $299.7K | 8,597 | 0.01% | new | NEW |
| Financial Network Wealth Advisors LLC | $93.7K | 2,688 | 0.10% | 10q | HELD |
| Rockefeller Capital Management L.P. | $59.3K | 1,700 | 0.00% | 4q | HELD |
| Pacer Advisors, Inc. | $17.7K | 507,781 | 0.05% | 20q | +25.3%+$3.6K |
| Ameritas Advisory Services, LLC | $6.4K | 184 | 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 | 9 | $22.7M | 650,207 | 2 | 2 | 2 | 0.0% |
| Q1 2026 | 11 | $32.1M | 988,724 | 3 | 0 | 4 | 0.0% |
| Q4 2025 | 10 | $32.0M | 1,006,471 | 2 | 0 | 4 | 0.0% |
| Q3 2025 | 10 | $33.2M | 1,063,636 | 2 | 2 | 5 | 0.0% |
| Q2 2025 | 9 | $33.2M | 1,099,048 | 1 | 1 | 4 | 0.0% |
| Q1 2025 | 11 | $34.8M | 1,216,032 | 1 | 1 | 5 | 0.0% |
| Q4 2024 | 10 | $36.4M | 1,226,816 | 1 | 1 | 5 | 0.0% |
| Q3 2024 | 10 | $36.7M | 1,263,408 | 0 | 2 | 5 | 0.0% |
| Q2 2024 | 10 | $37.5M | 1,343,939 | 0 | 5 | 3 | 0.0% |
| Q1 2024 | 12 | $36.4M | 1,351,568 | 5 | 2 | 3 | 0.0% |
| Q4 2023 | 7 | $31.6M | 1,214,945 | 0 | 3 | 2 | 0.0% |
| Q3 2023 | 10 | $27.4M | 1,142,093 | 3 | 2 | 1 | 0.0% |
| Q2 2023 | 8 | $20.2M | 825,175 | 3 | 2 | 0 | 0.0% |
| Q1 2023 | 5 | $9.8M | 426,250 | 0 | 0 | 3 | 0.0% |
| Q4 2022 | 8 | $11.7M | 531,377 | 2 | 1 | 3 | 0.0% |
| Q3 2022 | 7 | $10.8M | 528,330 | 1 | 1 | 2 | 0.0% |
| Q2 2022 | 8 | $10.7M | 516,767 | 2 | 4 | 1 | 0.0% |
| Q1 2022 | 6 | $10.4M | 446,767 | 2 | 1 | 2 | 0.0% |
| Q4 2021 | 5 | $6.7M | 289,367 | 0 | 1 | 2 | 0.0% |
| Q3 2021 | 5 | $6.9M | 313,684 | 2 | 0 | 3 | 0.0% |
| Q2 2021 | 4 | $3.6M | 162,983 | 4 | 0 | 0 | 0.0% |