18 institutions reported holding $70.4M of PACER FDS TR (PSFD) in SEC 13F filings for 2026-03-31. Largest institutional holders: Pacer Advisors, Inc. ($30.2M), Swan Global Investments, LLC ($30.2M), Camarda Financial Advisors, LLC ($2.6M), OSAIC HOLDINGS, INC. ($2.1M), OLD MISSION CAPITAL LLC ($1.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Pacer Advisors, Inc. | $30.2M | 828,431 | Added |
| 2 | Swan Global Investments, LLC | $30.2M | 828,431 | Added |
| 3 | Camarda Financial Advisors, LLC | $2.6M | 70,498 | Trimmed |
| 4 | OSAIC HOLDINGS, INC. | $2.1M | 57,219 | Added |
| 5 | OLD MISSION CAPITAL LLC | $1.0M | 28,356 | New |
| 6 | Rockefeller Capital Management L.P. | $985,576 | 27,000 | Trimmed |
| 7 | Financial Network Wealth Advisors LLC | $669,096 | 18,330 | Trimmed |
| 8 | LPL Financial LLC | $559,332 | 15,323 | Trimmed |
| 9 | WORLD EQUITY GROUP, INC. | $473,403 | 12,969 | Added |
| 10 | Signature Equity Partners, LLC | $472,346 | 12,940 | Added |
| 11 | Patriot Financial Group Insurance Agency, LLC | $394,230 | 10,800 | New |
| 12 | Gladstone Institutional Advisory LLC | $314,508 | 8,616 | New |
| 13 | Cetera Investment Advisers | $274,136 | 7,510 | Trimmed |
| 14 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $60,522 | 1,658 | Added |
| 15 | Parallel Advisors, LLC | $37,999 | 1,041 | Hold |
| 16 | UBS Group AG | $16,536 | 453 | Trimmed |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $0 | 0 | Exited |
| 18 | JPMORGAN CHASE & CO | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31