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Pacer Swan SOS Flex January (PSFD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Signature Equity Partners, LLC
INCREASED
Shares15,529 from 12,915
Change+2,614 (+20%)
Value$635.7K (+$121.2K)
Filed 2026-10-29
Financial Network Wealth Advisors LLC
DECREASED
Shares15,346 from 15,494
Change-148 (-1%)
Value$628.2K (+$10.9K)
Filed 2026-10-28
LPL Financial LLC
DECREASED
Shares14,003 from 14,955
Change-952 (-6%)
Value$573.2K (-$22.6K)
Filed 2026-11-06
World Equity Group, Inc.
DECREASED
Shares6,314 from 20,440
Change-14,126 (-69%)
Value$258.5K (-$555.8K)
Filed 2026-10-14
Patriot Financial Group Insurance Agency, LLC
UNCHANGED
Shares5,400 from 5,400
Change0 (0%)
Value$221.0K (+$5.9K)
Filed 2026-10-14
Synergy Asset Management, LLC
NEW
Shares4,962
Change+4,962
Value$203.1K
Filed 2026-11-05
Allworth Financial LP
NEW
Shares2,462
Change+2,462
Value$98.1K
Filed 2026-11-06
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares1,658 from 1,658
Change0 (0%)
Value$67.9K (+$1.8K)
Filed 2026-10-29
Parallel Advisors, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$12.3K (+$328)
Filed 2026-11-03
Swan Global Investments, LLC
N/A
Shares— from 824,213
Change-824,213 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 824,213
Change-824,213 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 73,671
Change-73,671 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 56,713
Change-56,713 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 25,530
Change-25,530 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 11,595
Change-11,595 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 8,616
Change-8,616 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 7,510
Change-7,510 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 6,682
Change-6,682 (-100%)
Value—
Status
Signature Equity Partners, LLC
INCREASED15,52912,915+2,614+20%$514.5K$635.7K+$121.2K2026-10-29
Financial Network Wealth Advisors LLC
DECREASED15,34615,494-148-1%$617.3K$628.2K+$10.9K2026-10-28
LPL Financial LLC
DECREASED14,00314,955-952-6%$595.8K$573.2K-$22.6K2026-11-06
World Equity Group, Inc.
DECREASED6,31420,440-14,126-69%$814.3K$258.5K-$555.8K2026-10-14
Patriot Financial Group Insurance Agency, LLC
UNCHANGED5,4005,40000%$215.1K$221.0K+$5.9K2026-10-14
Synergy Asset Management, LLC
NEW4,962—+4,962——$203.1K—2026-11-05
Allworth Financial LP
NEW2,462—+2,462——$98.1K—2026-11-06
Blue Bell Private Wealth Management, LLC
UNCHANGED1,6581,65800%$66.1K$67.9K+$1.8K2026-10-29
Parallel Advisors, LLC
UNCHANGED30030000%$12.0K$12.3K+$3282026-11-03
Swan Global Investments, LLC
N/A—824,213-824,213-100%$32.8M———
Pacer Advisors, Inc.
N/A—824,213-824,213-100%$32.8M———
Camarda Financial Advisors, LLC
N/A—73,671-73,671-100%$2.9M———
Osaic Holdings, Inc.
N/A—56,713-56,713-100%$2.3M———
Rockefeller Capital Management L.P.
N/A—25,530-25,530-100%$1.0M———
Citadel Advisors LLC
N/A—11,595-11,595-100%$461.9K———
Gladstone Institutional Advisory LLC
N/A—8,616-8,616-100%$343.2K———
Cetera Investment Advisers
N/A—7,510-7,510-100%$299.2K———
Calton & Associates, Inc.
N/A—6,682-6,682-100%$266.2K———
Showing 18 of 18 institutions