ETF Holders

Who owns PSFM?

Buffer or defined outcome

Pacer Swan SOS Flex (April) ETF · Pacer

10 institutions reported holding PSFM, worth $40.4M, in Form 13F filings for June 30, 2026.

13F holders
10
Institutional value
$40.4M
Change from prior quarter
+27.5%
+$8.7M, with price moves
New and sold-out firms
2 / 2
3 added, 2 trimmed

Top 10 institutional holders of PSFM

FirmLocationValueSharesChange
Swan Global Investments, LLCDurango, CO$17.7M507,781+102,651 shares
Pacer Advisors, Inc.Malvern, PA$17.7M507,781+102,651 shares
Blue Bell Private Wealth Management, LLCBlue Bell, PA$2.6M74,630−487 shares
Bison Wealth, LLCAtlanta, GA$787K22,500No change
Goldman Sachs Group Inc.New York, NY$579K16,601+2,009 shares
Osaic Holdings, Inc.Scottsdale, AZ$541K15,526−504 shares
GTS Securities LLCNew York, NY$300K8,597New position
Financial Network Wealth Advisors LLCMurray, UT$94K2,688No change
Rockefeller Capital Management L.P.New York, NY$59K1,700No change
Ameritas Advisory Services, LLCLincoln, NE$6K184New position

From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Compare what they hold: PSFM vs QCJL, PSFM vs SNOV, PSFM vs SAUG, PSFM vs PBOC.

Frequently asked questions

Who owns PSFM?

10 institutional managers reported holding PSFM in Form 13F filings for June 30, 2026, worth $40.4M in total. The largest reported position was held by Swan Global Investments, LLC, at $17.7M.

Did institutions buy or sell PSFM last quarter?

Reported 13F value rose 27.5% from March 31, 2026, which includes price moves as well as buying and selling. 2 firms reported a new position and 2 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is PSFM ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.