13 institutions reported holding $62.4M of PACER FDS TR (PSFO) in SEC 13F filings for 2026-06-30. Largest institutional holders: Pacer Advisors, Inc. ($29.1M), Swan Global Investments, LLC ($29.1M), UPTICK PARTNERS, LLC ($1.4M), OLD MISSION CAPITAL LLC ($791,444), Gladstone Institutional Advisory LLC ($500,372). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Pacer Advisors, Inc. | $29.1M | 840,907 | Trimmed |
| 2 | Swan Global Investments, LLC | $29.1M | 840,907 | Trimmed |
| 3 | UPTICK PARTNERS, LLC | $1.4M | 40,688 | Trimmed |
| 4 | OLD MISSION CAPITAL LLC | $791,444 | 22,851 | Added |
| 5 | Gladstone Institutional Advisory LLC | $500,372 | 14,447 | Trimmed |
| 6 | GTS SECURITIES LLC | $464,940 | 13,424 | New |
| 7 | Financial Network Wealth Advisors LLC | $367,547 | 10,612 | Trimmed |
| 8 | LPL Financial LLC | $228,349 | 6,593 | Trimmed |
| 9 | OSAIC HOLDINGS, INC. | $223,356 | 6,448 | Hold |
| 10 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $127,838 | 3,691 | Hold |
| 11 | Signature Equity Partners, LLC | $18,530 | 535 | Hold |
| 12 | UBS Group AG | $15,205 | 439 | Added |
| 13 | CITADEL ADVISORS LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30