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 | Added to | 507,781 | 17,701 | 0.52% | 0.44% | 1 | +102,651 | 25.34% | Q2 2026 | Aug 11, 2026 |
| Pacer Advisors, Inc. | History | Added to | 507,781 | 17,701 | 0.05% | 0.04% | 2 | +102,651 | 25.34% | Q2 2026 | Aug 13, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 74,630 | 2,601 | 0.32% | 0.35% | 3 | -487 | -0.65% | Q2 2026 | Aug 05, 2026 |
| Bison Wealth, LLC | History | No change | 22,500 | 786 | 0.07% | 0.07% | 4 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 16,601 | 578 | 0.0% | 0.0% | 5 | +2,009 | 13.77% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 15,526 | 541 | 0.0% | 0.0% | 6 | -504 | -3.14% | Q2 2026 | Aug 14, 2026 |
| Anfield Capital Management, LLC | History | No change | 14,038 | 455 | 0.13% | 0.13% | 7 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| GTS SECURITIES LLC | History | New | 8,597 | 299 | 0.01% | — | 8 | +8,597 | New | Q2 2026 | Aug 14, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 2,688 | 93 | 0.09% | 0.09% | 9 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,700 | 59 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Advisory Services, LLC | History | New | 184 | 6 | 0.0% | — | 11 | +184 | New | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,661 | -100.0% | Q2 2026 | Sep 02, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -15,138 | -100.0% | Q2 2026 | Aug 14, 2026 |