12 institutions reported holding $40.4M of PACER SWAN SOS FLEX (APRIL) ETF (PSFM) in SEC 13F filings for 2026-06-30. Largest institutional holders: Swan Global Investments, LLC ($17.7M), Pacer Advisors, Inc. ($17.7M), BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC ($2.6M), Bison Wealth, LLC ($786,544), GOLDMAN SACHS GROUP INC ($578,709). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Swan Global Investments, LLC | $17.7M | 507,781 | Added |
| 2 | Pacer Advisors, Inc. | $17.7M | 507,781 | Added |
| 3 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $2.6M | 74,630 | Trimmed |
| 4 | Bison Wealth, LLC | $786,544 | 22,500 | Hold |
| 5 | GOLDMAN SACHS GROUP INC | $578,709 | 16,601 | Added |
| 6 | OSAIC HOLDINGS, INC. | $541,227 | 15,526 | Trimmed |
| 7 | GTS SECURITIES LLC | $299,691 | 8,597 | New |
| 8 | Financial Network Wealth Advisors LLC | $93,703 | 2,688 | Hold |
| 9 | Rockefeller Capital Management L.P. | $59,262 | 1,700 | Hold |
| 10 | Ameritas Advisory Services, LLC | $6,414 | 184 | New |
| 11 | OLD MISSION CAPITAL LLC | $0 | 0 | Exited |
| 12 | CITADEL ADVISORS LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30