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PSFO · Pacer Swan SOS Flex (October) ETF ETF

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$35.65 -0.01 (-0.03%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 12
Total Value: $58,601,364
Total Shares: 1,849,207

Institutional Ownership Trend

18 quarters

Holder Concentration

Across 12 13F filers · Δ vs Dec 31, 2025
Top Holder
46.4%
Jun 2023 → Mar 2026 · range 46.3% – 94.1%
−0.1 pts
Top 5
97.6%
Jun 2023 → Mar 2026 · range 97.6% – 100.0%
−0.1 pts
Top 10
100.0%
Jun 2023 → Mar 2026 · range 99.8% – 100.0%
+0.2 pts
HHI
4,321
Jun 2023 → Mar 2026 · range 4,302 – 8,875
Highly concentrated−17

Quarterly Activity

vs Dec 31, 2025
New
1
Increased
2
Decreased
5
Sold Out
1
Unchanged
4
Holder count: 0
Institutional value: -6.0%
Shares held: -3.9%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
CITADEL ADVISORS LLC +13,181 20,854
UPTICK PARTNERS, LLC +604 46,726

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Pacer Advisors, Inc. −37,101 858,499
Swan Global Investments, LLC −37,101 858,499
OLD MISSION CAPITAL LLC −7,997 20,301
LPL Financial LLC −640 6,617
Financial Network Wealth Advisors LLC −300 11,134

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
UBS Group AG 156 $4,943

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
CALTON & ASSOCIATES, INC. 6,684 $216,568
Filter: New 1 Increased 2 Reduced 5 Sold out 1 Unchanged 4
Showing 12 of 12
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Pacer Advisors, Inc. PSFO $27,205,833 46.43% 858,499
Swan Global Investments, LLC PSFO $27,205,833 46.43% 858,499
UPTICK PARTNERS, LLC PSFO $1,480,746 2.53% 46,726
CITADEL ADVISORS LLC PSFO $660,863 1.13% 20,854
OLD MISSION CAPITAL LLC PSFO $643,338 1.10% 20,301
Gladstone Institutional Advisory LLC PSFO $499,022 0.85% 15,747
Financial Network Wealth Advisors LLC PSFO $352,836 0.60% 11,134
LPL Financial LLC PSFO $209,692 0.36% 6,617
OSAIC HOLDINGS, INC. PSFO $204,337 0.35% 6,448
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC PSFO $116,967 0.20% 3,691
Signature Equity Partners, LLC PSFO $16,954 0.03% 535
UBS Group AG PSFO $4,943 0.01% 156