PSFM Institutional Ownership & Shareholders
PACER SWAN SOS FLEX APRIL (PSFM) is currently held by 12 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $40.95M 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 PSFM tracked by InsiderSet, reporting ownership valued at approximately $17.70M 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 $18.15M, representing an estimated gain of +2.53% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed PSFM value among the investors covered in this analysis. Major shareholders include Swan Global Investments, Llc, Pacer Advisors, Inc., Blue Bell Private Wealth Management, Llc, and several other long-term asset managers with concentrated positions in PACER SWAN SOS FLEX APRIL (PSFM).
This page ranks the largest institutional PSFM 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
12
Total Reported Value
$40.95M
Largest Holder
Swan Global Investments, Llc
Largest Position
$17.70M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
16
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 | 0.81% | 507,781 | $17,701,246 | $18,149,109 | +$447,863 | +2.53% | |
| Pacer Advisors, Inc. | 0.05% | 507,781 | $17,701,000 | $18,149,109 | +$448,109 | +2.53% | |
| Blue Bell Private Wealth Management, Llc | 0.32% | 74,090 | $2,646,577 | $2,648,125 | +$1,548 | +0.06% | |
| Bison Wealth, Llc | 0.07% | 22,500 | $809,433 | $804,195 | -$5,238 | -0.65% | |
| Goldman Sachs Group Inc | 0.00% | 16,601 | $578,709 | $593,353 | +$14,644 | +2.53% | |
| Osaic Holdings, Inc. | 0.00% | 15,526 | $541,227 | $554,930 | +$13,703 | +2.53% | |
| Anfield Capital Management, Llc | 0.13% | 14,038 | $455,328 | $501,746 | +$46,418 | +10.19% | |
| Gts Securities Llc | 0.01% | 8,597 | $299,691 | $307,274 | +$7,583 | +2.53% | |
| Financial Network Wealth Advisors Llc | 0.09% | 2,688 | $96,018 | $96,074 | +$56 | +0.06% | |
| Rockefeller Capital Management L.P. | 0.00% | 1,700 | $59,262 | $60,761 | +$1,499 | +2.53% | |
| Signature Equity Partners, Llc | 0.02% | 1,500 | $53,582 | $53,613 | +$31 | +0.06% | |
| Ameritas Advisory Services, Llc | 0.00% | 184 | $6,414 | $6,577 | +$163 | +2.53% |
Frequently asked questions about PSFM
Who are the largest institutional holders of PSFM?
The largest institutional holders of PSFM reported in the latest SEC Form 13F filings include Swan Global Investments, Llc, Pacer Advisors, Inc., Blue Bell Private Wealth Management, Llc, Bison Wealth, Llc, and Goldman Sachs Group Inc. InsiderSet ranks institutional holders by their latest reported PSFM position.
What is PSFM institutional ownership?
This page tracks PSFM positions reported by institutional investment managers through SEC Form 13F. PACER SWAN SOS FLEX APRIL (PSFM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PSFM?
InsiderSet currently tracks 12 institutional managers reporting PSFM 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 PSFM shareholders.
How much PSFM stock do institutions own?
Institutional investment managers disclosed approximately $40.95M in PSFM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PSFM institutional ownership last updated?
The latest PSFM 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 PSFM 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 PSFM position after the reporting date.
Are institutions buying or selling PSFM?
Institutional buying and selling can be analyzed by comparing PSFM positions across consecutive 13F reporting periods. InsiderSet's PSFM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PSFM ownership changes.
How has PSFM institutional ownership changed over time?
InsiderSet tracks PSFM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.