Who owns Pacer Swan SOS Flex (January) ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of PSFD from SEC Form 13F filings across 16 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 16 institutions disclosed 1.9M shares of Pacer Swan SOS Flex (January) ETF worth $76.1M — about 130.4% of shares outstanding; the largest disclosed holder is Swan Global Investments, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
16
13F holders
$76.1M
value, 2026 filers
130.4%
of shares outstanding (1.9M sh)
2
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of PSFD's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Swan Global Investments, LLC | 824,213 | $32.8M | 1.0% | 56.3% | -0.5% |
| 2 | Pacer Advisors, Inc. | 824,213 | $32.8M | 0.1% | 56.3% | -0.5% |
| 3 | Camarda Financial Advisors, LLC | 73,671 | $2.9M | 0.9% | 5% | +4.5% |
| 4 | OSAIC HOLDINGS, INC. | 56,713 | $2.3M | 0.0% | 3.9% | -0.9% |
| 5 | Rockefeller Capital Management L.P. | 25,530 | $1.0M | 0.0% | 1.7% | -5.4% |
| 6 | WORLD EQUITY GROUP, INC. | 20,440 | $814,299 | 0.2% | 1.4% | +57.6% |
| 7 | Financial Network Wealth Advisors LLC | 15,494 | $617,256 | 0.6% | 1.1% | -15.5% |
| 8 | LPL Financial LLC | 14,955 | $595,783 | 0.0% | 1% | -2.4% |
| 9 | Signature Equity Partners, LLC | 12,915 | $514,513 | 0.2% | 0.9% | -0.2% |
| 10 | CITADEL ADVISORS LLCNEW | 11,595 | $461,926 | 0.0% | 0.8% | new |
| 11 | Gladstone Institutional Advisory LLC | 8,616 | $343,248 | 0.0% | 0.6% | 0.0% |
| 12 | Cetera Investment Advisers | 7,510 | $299,186 | 0.0% | 0.5% | 0.0% |
| 13 | CALTON & ASSOCIATES, INC.NEW | 6,682 | $266,200 | 0.0% | 0.5% | new |
| 14 | Patriot Financial Group Insurance Agency, LLC | 5,400 | $215,127 | 0.0% | 0.4% | -50.0% |
| 15 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 1,658 | $66,052 | 0.0% | 0.1% | 0.0% |
| 16 | Parallel Advisors, LLC | 300 | $11,952 | 0.0% | 0% | -71.2% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation. Research, not investment advice.