18 institutions reported holding $76.1M of PACER FDS TR (PSFD) in SEC 13F filings for 2026-06-30. Largest institutional holders: Swan Global Investments, LLC ($32.8M), Pacer Advisors, Inc. ($32.8M), Camarda Financial Advisors, LLC ($2.9M), OSAIC HOLDINGS, INC. ($2.3M), Rockefeller Capital Management L.P. ($1.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Swan Global Investments, LLC | $32.8M | 824,213 | Trimmed |
| 2 | Pacer Advisors, Inc. | $32.8M | 824,213 | Trimmed |
| 3 | Camarda Financial Advisors, LLC | $2.9M | 73,671 | Added |
| 4 | OSAIC HOLDINGS, INC. | $2.3M | 56,713 | Trimmed |
| 5 | Rockefeller Capital Management L.P. | $1.0M | 25,530 | Trimmed |
| 6 | WORLD EQUITY GROUP, INC. | $814,299 | 20,440 | Added |
| 7 | Financial Network Wealth Advisors LLC | $617,256 | 15,494 | Trimmed |
| 8 | LPL Financial LLC | $595,783 | 14,955 | Trimmed |
| 9 | Signature Equity Partners, LLC | $514,513 | 12,915 | Trimmed |
| 10 | CITADEL ADVISORS LLC | $461,926 | 11,595 | New |
| 11 | Gladstone Institutional Advisory LLC | $343,248 | 8,616 | Hold |
| 12 | Cetera Investment Advisers | $299,186 | 7,510 | Hold |
| 13 | CALTON & ASSOCIATES, INC. | $266,200 | 6,682 | New |
| 14 | Patriot Financial Group Insurance Agency, LLC | $215,127 | 5,400 | Trimmed |
| 15 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $66,052 | 1,658 | Hold |
| 16 | Parallel Advisors, LLC | $11,952 | 300 | Trimmed |
| 17 | OLD MISSION CAPITAL LLC | $0 | 0 | Exited |
| 18 | UBS Group AG | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30