PSFJ Institutional Ownership & Shareholders
PACER SWAN SOS FLEX JULY ETF (PSFJ) is currently held by 15 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $60.15M 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 PSFJ tracked by InsiderSet, reporting ownership valued at approximately $25.65M 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 $26.03M, representing an estimated gain of +1.45% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed PSFJ 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 FLEX JULY ETF (PSFJ).
This page ranks the largest institutional PSFJ 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
15
Total Reported Value
$60.15M
Largest Holder
Pacer Advisors, Inc.
Largest Position
$25.65M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
17
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% | 729,426 | $25,654,000 | $26,026,795 | +$372,795 | +1.45% | |
| Swan Global Investments, Llc | 1.17% | 729,426 | $25,653,912 | $26,026,795 | +$372,883 | +1.45% | |
| Cetera Investment Advisers | 0.00% | 148,005 | $5,205,336 | $5,280,996 | +$75,660 | +1.45% | |
| Osaic Holdings, Inc. | 0.00% | 26,641 | $936,948 | $950,583 | +$13,635 | +1.46% | |
| Financial Network Wealth Advisors Llc | 0.55% | 15,442 | $555,376 | $550,989 | -$4,387 | -0.79% | |
| Citadel Advisors Llc | 0.00% | 12,937 | $454,994 | $461,608 | +$6,614 | +1.45% | |
| Chicago Partners Investment Group Llc | 0.01% | 12,442 | $446,530 | $443,945 | -$2,585 | -0.58% | |
| Blue Bell Private Wealth Management, Llc | 0.04% | 10,178 | $366,059 | $363,163 | -$2,896 | -0.79% | |
| Calton & Associates, Inc. | 0.05% | 9,470 | $333,060 | $337,901 | +$4,841 | +1.45% | |
| World Equity Group, Inc. | 0.11% | 7,136 | $256,652 | $254,621 | -$2,031 | -0.79% | |
| Jane Street Group, Llc | 0.00% | 6,542 | $230,082 | $233,426 | +$3,344 | +1.45% | |
| Ubs Group Ag | 0.00% | 590 | $20,750 | $21,052 | +$302 | +1.45% | |
| Signature Equity Partners, Llc | 0.01% | 500 | $17,983 | $17,841 | -$142 | -0.79% | |
| Ameritas Advisory Services, Llc | 0.00% | 473 | $16,635 | $16,877 | +$242 | +1.46% | |
| Ifp Advisors, Inc | 0.00% | 20 | $719 | $714 | -$5 | -0.75% |
Frequently asked questions about PSFJ
Who are the largest institutional holders of PSFJ?
The largest institutional holders of PSFJ reported in the latest SEC Form 13F filings include Pacer Advisors, Inc., Swan Global Investments, Llc, Cetera Investment Advisers, Osaic Holdings, Inc., and Financial Network Wealth Advisors Llc. InsiderSet ranks institutional holders by their latest reported PSFJ position.
What is PSFJ institutional ownership?
This page tracks PSFJ positions reported by institutional investment managers through SEC Form 13F. PACER SWAN SOS FLEX JULY ETF (PSFJ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PSFJ?
InsiderSet currently tracks 15 institutional managers reporting PSFJ 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 PSFJ shareholders.
How much PSFJ stock do institutions own?
Institutional investment managers disclosed approximately $60.15M in PSFJ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PSFJ institutional ownership last updated?
The latest PSFJ 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 PSFJ 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 PSFJ position after the reporting date.
Are institutions buying or selling PSFJ?
Institutional buying and selling can be analyzed by comparing PSFJ positions across consecutive 13F reporting periods. InsiderSet's PSFJ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PSFJ ownership changes.
How has PSFJ institutional ownership changed over time?
InsiderSet tracks PSFJ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.