PACER SWAN SOS FLEX JANUARY (PSFD) Institutional Shareholders
PACER SWAN SOS FLEX JANUARY (PSFD) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $76.09M in PSFD holdings during the latest filing period.
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 $33.62M, representing an estimated gain of +2.40% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 98% 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
$76.09M
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 | $33,623,769 | +$787,123 | +2.40% | |
| Pacer Advisors, Inc. | 0.09% | 824,213 | $32,835,000 | $33,623,769 | +$788,769 | +2.40% | |
| Camarda Financial Advisors, Llc | 0.89% | 73,671 | $2,934,935 | $3,005,408 | +$70,473 | +2.40% | |
| Osaic Holdings, Inc. | 0.00% | 56,713 | $2,259,437 | $2,313,607 | +$54,170 | +2.40% | |
| Rockefeller Capital Management L.P. | 0.00% | 25,530 | $1,017,074 | $1,041,496 | +$24,422 | +2.40% | |
| World Equity Group, Inc. | 0.18% | 20,440 | $814,299 | $833,850 | +$19,551 | +2.40% | |
| Financial Network Wealth Advisors Llc | 0.63% | 15,494 | $617,256 | $632,078 | +$14,822 | +2.40% | |
| Lpl Financial Llc | 0.00% | 14,955 | $595,783 | $610,089 | +$14,306 | +2.40% | |
| Signature Equity Partners, Llc | 0.24% | 12,915 | $514,513 | $526,867 | +$12,354 | +2.40% | |
| Citadel Advisors Llc | 0.00% | 11,595 | $461,926 | $473,018 | +$11,092 | +2.40% | |
| Gladstone Institutional Advisory Llc | 0.01% | 8,616 | $343,248 | $351,490 | +$8,242 | +2.40% | |
| Cetera Investment Advisers | 0.00% | 7,510 | $299,186 | $306,370 | +$7,184 | +2.40% | |
| Calton & Associates, Inc. | 0.04% | 6,682 | $266,200 | $272,592 | +$6,392 | +2.40% | |
| Patriot Financial Group Insurance Agency, Llc | 0.02% | 5,400 | $215,127 | $220,293 | +$5,166 | +2.40% | |
| Blue Bell Private Wealth Management, Llc | 0.01% | 1,658 | $66,052 | $67,638 | +$1,586 | +2.40% | |
| Parallel Advisors, Llc | 0.00% | 300 | $11,952 | $12,239 | +$287 | +2.40% |
Frequently asked questions about PSFD
Who owns the most PSFD stock?
The largest holders of PSFD are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for PACER SWAN SOS FLEX JANUARY (PSFD).
Is PSFD widely held by superinvestors?
Many widely followed stocks like PSFD appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PSFD is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.