IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Pacer Swan SOS Flex OCT ETF (PSFO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Uptick Partners, LLC
DECREASED
Shares37,286 from 40,688
Change-3,402 (-8%)
Value$1.3M (-$68.4K)
Filed 2026-11-04
Financial Network Wealth Advisors LLC
UNCHANGED
Shares10,612 from 10,612
Change0 (0%)
Value$381.6K (+$14.1K)
Filed 2026-10-28
LPL Financial LLC
INCREASED
Shares6,618 from 6,593
Change+25 (+0%)
Value$238.0K (+$9.6K)
Filed 2026-11-06
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares3,691 from 3,691
Change0 (0%)
Value$132.7K (+$4.9K)
Filed 2026-10-29
Signature Equity Partners, LLC
UNCHANGED
Shares535 from 535
Change0 (0%)
Value$19.2K (+$709)
Filed 2026-10-29
Swan Global Investments, LLC
N/A
Shares— from 840,907
Change-840,907 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 840,907
Change-840,907 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 22,851
Change-22,851 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 14,447
Change-14,447 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 13,424
Change-13,424 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 6,448
Change-6,448 (-100%)
Value—
UBS Group AG
N/A
Shares— from 439
Change-439 (-100%)
Value—
Status
Uptick Partners, LLC
DECREASED37,28640,688-3,402-8%$1.4M$1.3M-$68.4K2026-11-04
Financial Network Wealth Advisors LLC
UNCHANGED10,61210,61200%$367.5K$381.6K+$14.1K2026-10-28
LPL Financial LLC
INCREASED6,6186,593+25+0%$228.3K$238.0K+$9.6K2026-11-06
Blue Bell Private Wealth Management, LLC
UNCHANGED3,6913,69100%$127.8K$132.7K+$4.9K2026-10-29
Signature Equity Partners, LLC
UNCHANGED53553500%$18.5K$19.2K+$7092026-10-29
Swan Global Investments, LLC
N/A—840,907-840,907-100%$29.1M———
Pacer Advisors, Inc.
N/A—840,907-840,907-100%$29.1K———
Old Mission Capital LLC
N/A—22,851-22,851-100%$791.4K———
Gladstone Institutional Advisory LLC
N/A—14,447-14,447-100%$500.4K———
GTS Securities LLC
N/A—13,424-13,424-100%$464.9K———
Osaic Holdings, Inc.
N/A—6,448-6,448-100%$223.4K———
UBS Group AG
N/A—439-439-100%$15.2K———
Showing 12 of 12 institutions