PSFD Institutional Ownership & Shareholders
PACER SWAN SOS FLEX JANUARY (PSFD) is currently held by 16 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $75.67M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Swan Global Investments, Llc is currently the largest disclosed institutional shareholder of PSFD tracked by InsiderSet, reporting ownership valued at approximately $32.84M 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 $33.57M, representing an estimated gain of +2.25% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 99% of the total disclosed PSFD value among the investors covered in this analysis. Major shareholders include Swan Global Investments, Llc, Pacer Advisors, Inc., Camarda Financial Advisors, Llc, and several other long-term asset managers with concentrated positions in PACER SWAN SOS FLEX JANUARY (PSFD).
This page ranks the largest institutional PSFD 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
16
Total Reported Value
$75.67M
Largest Holder
Swan Global Investments, Llc
Largest Position
$32.84M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
20
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Swan Global Investments, Llc | 1.50% | 824,213 | $32,836,646 | $33,574,399 | +$737,753 | +2.25% | |
| Pacer Advisors, Inc. | 0.09% | 824,213 | $32,835,000 | $33,574,399 | +$739,399 | +2.25% | |
| Camarda Financial Advisors, Llc | 0.89% | 73,671 | $2,934,935 | $3,000,996 | +$66,061 | +2.25% | |
| Osaic Holdings, Inc. | 0.00% | 56,713 | $2,259,437 | $2,310,210 | +$50,773 | +2.25% | |
| Rockefeller Capital Management L.P. | 0.00% | 25,530 | $1,017,074 | $1,039,967 | +$22,893 | +2.25% | |
| Signature Equity Partners, Llc | 0.22% | 15,529 | $635,666 | $632,575 | -$3,091 | -0.49% | |
| Financial Network Wealth Advisors Llc | 0.62% | 15,346 | $628,175 | $625,121 | -$3,054 | -0.49% | |
| Lpl Financial Llc | 0.00% | 14,955 | $595,783 | $609,193 | +$13,410 | +2.25% | |
| Citadel Advisors Llc | 0.00% | 11,595 | $461,926 | $472,323 | +$10,397 | +2.25% | |
| Gladstone Institutional Advisory Llc | 0.01% | 8,616 | $343,248 | $350,974 | +$7,726 | +2.25% | |
| Cetera Investment Advisers | 0.00% | 7,510 | $299,186 | $305,921 | +$6,735 | +2.25% | |
| Calton & Associates, Inc. | 0.04% | 6,682 | $266,200 | $272,192 | +$5,992 | +2.25% | |
| World Equity Group, Inc. | 0.11% | 6,314 | $258,458 | $257,201 | -$1,257 | -0.49% | |
| Patriot Financial Group Insurance Agency, Llc | 0.02% | 5,400 | $221,044 | $219,970 | -$1,074 | -0.49% | |
| Blue Bell Private Wealth Management, Llc | 0.01% | 1,658 | $67,869 | $67,539 | -$330 | -0.49% | |
| Parallel Advisors, Llc | 0.00% | 300 | $12,280 | $12,221 | -$59 | -0.48% |
Frequently asked questions about PSFD
Who are the largest institutional holders of PSFD?
The largest institutional holders of PSFD reported in the latest SEC Form 13F filings include Swan Global Investments, Llc, Pacer Advisors, Inc., Camarda Financial Advisors, Llc, Osaic Holdings, Inc., and Rockefeller Capital Management L.P.. InsiderSet ranks institutional holders by their latest reported PSFD position.
What is PSFD institutional ownership?
This page tracks PSFD positions reported by institutional investment managers through SEC Form 13F. PACER SWAN SOS FLEX JANUARY (PSFD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PSFD?
InsiderSet currently tracks 16 institutional managers reporting PSFD 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 PSFD shareholders.
How much PSFD stock do institutions own?
Institutional investment managers disclosed approximately $75.67M in PSFD holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PSFD institutional ownership last updated?
The latest PSFD 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 PSFD 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 PSFD position after the reporting date.
Are institutions buying or selling PSFD?
Institutional buying and selling can be analyzed by comparing PSFD positions across consecutive 13F reporting periods. InsiderSet's PSFD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PSFD ownership changes.
How has PSFD institutional ownership changed over time?
InsiderSet tracks PSFD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.