Pacer Funds Trust - PSFO
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Pacer Advisors, Inc. | History | Added to | 895,600 | 29,018 | 0.07% | 0.03% | 1 | +536,905 | 149.68% | Q4 2025 | Feb 24, 2026 |
| Swan Global Investments, LLC | History | Added to | 895,600 | 29,017 | 0.86% | 0.34% | 2 | +514,736 | 135.15% | Q4 2025 | Feb 11, 2026 |
| UPTICK PARTNERS, LLC | History | New | 46,122 | 1,494 | 0.32% | — | 3 | +46,122 | New | Q4 2025 | Feb 02, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 28,298 | 916 | 0.02% | — | 4 | +28,298 | New | Q4 2025 | Feb 17, 2026 |
| Gladstone Institutional Advisory LLC | History | New | 15,747 | 510 | 0.02% | — | 5 | +15,747 | New | Q4 2025 | Feb 17, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 11,434 | 370 | 0.39% | 0.25% | 6 | +4,224 | 58.59% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 7,673 | 248 | 0.0% | 0.0% | 7 | -10,433 | -57.62% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | New | 7,257 | 235 | 0.0% | — | 8 | +7,257 | New | Q4 2025 | Feb 11, 2026 |
| CALTON & ASSOCIATES, INC. | History | New | 6,684 | 216 | 0.03% | — | 9 | +6,684 | New | Q4 2025 | Feb 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 6,448 | 208 | 0.0% | 0.0% | 10 | +452 | 7.54% | Q4 2025 | Feb 17, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 3,691 | 119 | 0.02% | 0.02% | 11 | -100 | -2.64% | Q4 2025 | Feb 09, 2026 |
| Signature Equity Partners, LLC | History | New | 535 | 17 | 0.01% | — | 12 | +535 | New | Q4 2025 | Feb 17, 2026 |