13 institutions reported holding $32.1M of PACER SWAN SOS FLEX (APRIL) ETF (PSFM) in SEC 13F filings for 2026-03-31. Largest institutional holders: Swan Global Investments, LLC ($13.1M), Pacer Advisors, Inc. ($13.1M), BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC ($2.4M), Bison Wealth, LLC ($775,800), CITADEL ADVISORS LLC ($540,406). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Swan Global Investments, LLC | $13.1M | 405,130 | Trimmed |
| 2 | Pacer Advisors, Inc. | $13.1M | 405,130 | Trimmed |
| 3 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $2.4M | 75,117 | Trimmed |
| 4 | Bison Wealth, LLC | $775,800 | 22,500 | Hold |
| 5 | CITADEL ADVISORS LLC | $540,406 | 16,661 | New |
| 6 | OSAIC HOLDINGS, INC. | $520,005 | 16,030 | Trimmed |
| 7 | OLD MISSION CAPITAL LLC | $491,007 | 15,138 | New |
| 8 | GOLDMAN SACHS GROUP INC | $473,297 | 14,592 | New |
| 9 | Anfield Capital Management, LLC | $455,328 | 14,038 | Hold |
| 10 | Financial Network Wealth Advisors LLC | $87,186 | 2,688 | Hold |
| 11 | Rockefeller Capital Management L.P. | $55,140 | 1,700 | Hold |
| 12 | Chicago Partners Investment Group LLC | $0 | 0 | Exited |
| 13 | Kestra Advisory Services, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31