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Pacer Swan SOS Flex April (PSFM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Blue Bell Private Wealth Management, LLC
DECREASED
Shares74,090 from 74,630
Change-540 (-1%)
Value$2.6M (+$45.0K)
Filed 2026-10-29
Bison Wealth, LLC
UNCHANGED
Shares22,500 from 22,500
Change0 (0%)
Value$809.4K (+$22.9K)
Filed 2026-10-13
Financial Network Wealth Advisors LLC
UNCHANGED
Shares2,688 from 2,688
Change0 (0%)
Value$96.0K (+$2.3K)
Filed 2026-10-28
Signature Equity Partners, LLC
NEW
Shares1,500
Change+1,500
Value$53.6K
Filed 2026-10-29
Swan Global Investments, LLC
N/A
Shares— from 507,781
Change-507,781 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 507,781
Change-507,781 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 16,601
Change-16,601 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 15,526
Change-15,526 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 8,597
Change-8,597 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 184
Change-184 (-100%)
Value—
Status
Blue Bell Private Wealth Management, LLC
DECREASED74,09074,630-540-1%$2.6M$2.6M+$45.0K2026-10-29
Bison Wealth, LLC
UNCHANGED22,50022,50000%$786.5K$809.4K+$22.9K2026-10-13
Financial Network Wealth Advisors LLC
UNCHANGED2,6882,68800%$93.7K$96.0K+$2.3K2026-10-28
Signature Equity Partners, LLC
NEW1,500—+1,500——$53.6K—2026-10-29
Swan Global Investments, LLC
N/A—507,781-507,781-100%$17.7M———
Pacer Advisors, Inc.
N/A—507,781-507,781-100%$17.7K———
Goldman Sachs Group Inc
N/A—16,601-16,601-100%$578.7K———
Osaic Holdings, Inc.
N/A—15,526-15,526-100%$541.2K———
GTS Securities LLC
N/A—8,597-8,597-100%$299.7K———
Rockefeller Capital Management L.P.
N/A—1,700-1,700-100%$59.3K———
Ameritas Advisory Services, LLC
N/A—184-184-100%$6.4K———
Showing 11 of 11 institutions