14 institutions reported holding $51.2M of PACER FDS TR (PSFJ) in SEC 13F filings for 2026-03-31. Largest institutional holders: Swan Global Investments, LLC ($21.1M), Pacer Advisors, Inc. ($21.1M), Cetera Investment Advisers ($5.2M), OSAIC HOLDINGS, INC. ($884,122), CITADEL ADVISORS LLC ($800,076). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Swan Global Investments, LLC | $21.1M | 646,062 | Trimmed |
| 2 | Pacer Advisors, Inc. | $21.1M | 646,062 | Trimmed |
| 3 | Cetera Investment Advisers | $5.2M | 159,896 | Added |
| 4 | OSAIC HOLDINGS, INC. | $884,122 | 27,071 | Trimmed |
| 5 | CITADEL ADVISORS LLC | $800,076 | 24,499 | New |
| 6 | Financial Network Wealth Advisors LLC | $476,995 | 14,606 | Trimmed |
| 7 | WORLD EQUITY GROUP, INC. | $474,514 | 14,530 | Added |
| 8 | Chicago Partners Investment Group LLC | $468,935 | 13,689 | Trimmed |
| 9 | OLD MISSION CAPITAL LLC | $390,028 | 11,943 | Trimmed |
| 10 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $260,542 | 7,978 | Trimmed |
| 11 | Signature Equity Partners, LLC | $35,923 | 1,100 | Trimmed |
| 12 | Advisory Services Network, LLC | $33,441 | 1,024 | New |
| 13 | UBS Group AG | $0 | 0 | Exited |
| 14 | CALTON & ASSOCIATES, INC. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31