13 institutions reported holding $58.6M of PACER FDS TR (PSFO) in SEC 13F filings for 2026-03-31. Largest institutional holders: Swan Global Investments, LLC ($27.2M), Pacer Advisors, Inc. ($27.2M), UPTICK PARTNERS, LLC ($1.5M), CITADEL ADVISORS LLC ($660,857), OLD MISSION CAPITAL LLC ($643,332). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Swan Global Investments, LLC | $27.2M | 858,499 | Trimmed |
| 2 | Pacer Advisors, Inc. | $27.2M | 858,499 | Trimmed |
| 3 | UPTICK PARTNERS, LLC | $1.5M | 46,726 | Added |
| 4 | CITADEL ADVISORS LLC | $660,857 | 20,854 | Added |
| 5 | OLD MISSION CAPITAL LLC | $643,332 | 20,301 | Trimmed |
| 6 | Gladstone Institutional Advisory LLC | $499,018 | 15,747 | Hold |
| 7 | Financial Network Wealth Advisors LLC | $352,833 | 11,134 | Trimmed |
| 8 | LPL Financial LLC | $209,691 | 6,617 | Trimmed |
| 9 | OSAIC HOLDINGS, INC. | $204,334 | 6,448 | Hold |
| 10 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $116,967 | 3,691 | Hold |
| 11 | Signature Equity Partners, LLC | $16,954 | 535 | Hold |
| 12 | UBS Group AG | $4,944 | 156 | New |
| 13 | CALTON & ASSOCIATES, INC. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31