Pacer Swan SOS Flex July ETF (PSFJ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Uptick Partners, LLC

NEW

Shares33,617

Change+33,617

Value$1.2M

Filed 2026-11-04

Financial Network Wealth Advisors LLC

INCREASED

Shares15,442 from 10,591

Change+4,851 (+46%)

Value$555.4K (+$182.9K)

Filed 2026-10-28

Chicago Partners Investment Group LLC

DECREASED

Shares12,442 from 13,689

Change-1,247 (-9%)

Value$446.5K (-$30.6K)

Filed 2026-10-27

Blue Bell Private Wealth Management, LLC

INCREASED

Shares10,178 from 7,978

Change+2,200 (+28%)

Value$366.1K (+$85.5K)

Filed 2026-10-29

World Equity Group, Inc.

DECREASED

Shares7,136 from 23,066

Change-15,930 (-69%)

Value$256.7K (-$554.6K)

Filed 2026-10-14

Signature Equity Partners, LLC

NEW

Shares500

Change+500

Value$18.0K

Filed 2026-10-29

IFP Advisors, Inc

NEW

Shares20

Change+20

Value$719

Filed 2026-10-16

Pacer Advisors, Inc.

N/A

Shares— from 729,426

Change-729,426 (-100%)

Value—

Swan Global Investments, LLC

N/A

Shares— from 729,426

Change-729,426 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 148,005

Change-148,005 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 26,641

Change-26,641 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 12,937

Change-12,937 (-100%)

Value—

Calton & Associates, Inc.

N/A

Shares— from 9,470

Change-9,470 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 6,542

Change-6,542 (-100%)

Value—

N/A

Shares— from 590

Change-590 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 473

Change-473 (-100%)

Value—

	Status
Uptick Partners, LLC	NEW	33,617	—	+33,617	—	—	$1.2M	—	2026-11-04
Financial Network Wealth Advisors LLC	INCREASED	15,442	10,591	+4,851	+46%	$372.5K	$555.4K	+$182.9K	2026-10-28
Chicago Partners Investment Group LLC	DECREASED	12,442	13,689	-1,247	-9%	$477.1K	$446.5K	-$30.6K	2026-10-27
Blue Bell Private Wealth Management, LLC	INCREASED	10,178	7,978	+2,200	+28%	$280.6K	$366.1K	+$85.5K	2026-10-29
World Equity Group, Inc.	DECREASED	7,136	23,066	-15,930	-69%	$811.2K	$256.7K	-$554.6K	2026-10-14
Signature Equity Partners, LLC	NEW	500	—	+500	—	—	$18.0K	—	2026-10-29
IFP Advisors, Inc	NEW	20	—	+20	—	—	$719	—	2026-10-16
Pacer Advisors, Inc.	N/A	—	729,426	-729,426	-100%	$25.7K	—	—	—
Swan Global Investments, LLC	N/A	—	729,426	-729,426	-100%	$25.7M	—	—	—
Cetera Investment Advisers	N/A	—	148,005	-148,005	-100%	$5.2M	—	—	—
Osaic Holdings, Inc.	N/A	—	26,641	-26,641	-100%	$936.9K	—	—	—
Citadel Advisors LLC	N/A	—	12,937	-12,937	-100%	$455.0K	—	—	—
Calton & Associates, Inc.	N/A	—	9,470	-9,470	-100%	$333.1K	—	—	—
Jane Street Group, LLC	N/A	—	6,542	-6,542	-100%	$230.1K	—	—	—
UBS Group AG	N/A	—	590	-590	-100%	$20.8K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	473	-473	-100%	$16.6K	—	—	—

Showing 16 of 16 institutions