Institutional Ownership
Pacer Fds Tr
CUSIP 69374H477SWAN SOS FLEX APPSFMQ1 2026
Institutional Holders
11
13F filers
Shares Held
988.7K
Aggregate institutional
Institutional Value
$32.12M
Q1 2026
Net New Holders
+1
3 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions3
Increased0
Decreased4
Sold out2
Institutional Holders
11 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Swan Global Investments, LLC | 405.1K | $13.14M | −17.5K | Reduced |
| 2 | Pacer Advisors, Inc. | 405.1K | $13.14M | −17.5K | Reduced |
| 3 | Blue Bell Private Wealth Management, LLC | 75.1K | $2.44M | −1.3K | Reduced |
| 4 | Bison Wealth, LLC | 22.5K | $775.8K | 0 | Held |
| 5 | Citadel Advisors LLC | 16.7K | $540.4K | +16.7K | New |
| 6 | Osaic Holdings, Inc. | 16.0K | $520.0K | −17.0K | Reduced |
| 7 | Old Mission Capital LLC | 15.1K | $491.0K | +15.1K | New |
| 8 | Goldman Sachs Group Inc | 14.6K | $473.3K | +14.6K | New |
| 9 | Anfield Capital Management, LLC | 14.0K | $455.3K | 0 | Held |
| 10 | Financial Network Wealth Advisors LLC | 2.7K | $87.2K | 0 | Held |
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