Pacer Funds Trust - PSFM
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Swan Global Investments, LLC | History | Reduced | 422,641 | 13,452 | 0.4% | 0.39% | 1 | -24,572 | -5.49% | Q4 2025 | Feb 11, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 422,641 | 13,452 | 0.03% | 0.04% | 2 | -24,572 | -5.49% | Q4 2025 | Feb 24, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 76,427 | 2,432 | 0.36% | 0.37% | 3 | -1,057 | -1.36% | Q4 2025 | Feb 09, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 33,020 | 1,051 | 0.0% | 0.0% | 4 | -6,200 | -15.81% | Q4 2025 | Feb 17, 2026 |
| Bison Wealth, LLC | History | New | 22,500 | 721 | 0.08% | — | 5 | +22,500 | New | Q4 2025 | Mar 24, 2026 |
| Anfield Capital Management, LLC | History | No change | 14,038 | 446 | 0.14% | 0.13% | 6 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 8,597 | 275 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 2,688 | 85 | 0.09% | 0.09% | 8 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | New | 2,219 | 70 | 0.0% | — | 9 | +2,219 | New | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,700 | 54 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q4 2025 | Mar 16, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -15,590 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,893 | -100.0% | Q3 2025 | Nov 14, 2025 |