PSCX Institutional Ownership & Shareholders
PACER SWAN SOS CONSERVATIVE (PSCX) is currently held by 11 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $70.06M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Pacer Advisors, Inc. is currently the largest disclosed institutional shareholder of PSCX tracked by InsiderSet, reporting ownership valued at approximately $25.75M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $26.43M, representing an estimated gain of +2.63% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed PSCX value among the investors covered in this analysis. Major shareholders include Pacer Advisors, Inc., Swan Global Investments, Llc, Cetera Investment Advisers, and several other long-term asset managers with concentrated positions in PACER SWAN SOS CONSERVATIVE (PSCX).
This page ranks the largest institutional PSCX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
11
Total Reported Value
$70.06M
Largest Holder
Pacer Advisors, Inc.
Largest Position
$25.75M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
12
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Pacer Advisors, Inc. | 0.07% | 788,754 | $25,753,000 | $26,429,175 | +$676,175 | +2.63% | |
| Swan Global Investments, Llc | 1.18% | 788,754 | $25,752,818 | $26,429,175 | +$676,357 | +2.63% | |
| Cetera Investment Advisers | 0.01% | 411,053 | $13,420,880 | $13,773,358 | +$352,478 | +2.63% | |
| Old Mission Capital Llc | 0.04% | 50,653 | $1,653,820 | $1,697,255 | +$43,435 | +2.63% | |
| Independent Financial Group, Llc | 0.02% | 40,865 | $1,369,304 | $1,369,284 | -$20 | -0.00% | |
| Osaic Holdings, Inc. | 0.00% | 35,709 | $1,165,895 | $1,196,519 | +$30,624 | +2.63% | |
| Nova Wealth Management, Inc. | 0.22% | 11,952 | $390,233 | $400,482 | +$10,249 | +2.63% | |
| Citadel Advisors Llc | 0.00% | 10,621 | $346,776 | $355,883 | +$9,107 | +2.63% | |
| Signature Equity Partners, Llc | 0.05% | 3,908 | $130,949 | $130,947 | -$2 | -0.00% | |
| Morgan Stanley | 0.00% | 2,000 | $65,300 | $67,015 | +$1,715 | +2.63% | |
| Harbour Investments, Inc. | 0.00% | 443 | $14,464 | $14,844 | +$380 | +2.63% |
Frequently asked questions about PSCX
Who are the largest institutional holders of PSCX?
The largest institutional holders of PSCX reported in the latest SEC Form 13F filings include Pacer Advisors, Inc., Swan Global Investments, Llc, Cetera Investment Advisers, Old Mission Capital Llc, and Independent Financial Group, Llc. InsiderSet ranks institutional holders by their latest reported PSCX position.
What is PSCX institutional ownership?
This page tracks PSCX positions reported by institutional investment managers through SEC Form 13F. PACER SWAN SOS CONSERVATIVE (PSCX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PSCX?
InsiderSet currently tracks 11 institutional managers reporting PSCX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of PSCX shareholders.
How much PSCX stock do institutions own?
Institutional investment managers disclosed approximately $70.06M in PSCX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PSCX institutional ownership last updated?
The latest PSCX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional PSCX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its PSCX position after the reporting date.
Are institutions buying or selling PSCX?
Institutional buying and selling can be analyzed by comparing PSCX positions across consecutive 13F reporting periods. InsiderSet's PSCX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PSCX ownership changes.
How has PSCX institutional ownership changed over time?
InsiderSet tracks PSCX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.