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PSFJ PACER FDS TR

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SWAN SOS FLEX JU (fund)

12 managers (12 13F filers) reported a position in PSFJ shares at 2026-03-31, 1,568,460 shares in all. 2 filers opened a position and 2 filers sold out during the quarter.

Managers
12
13F filers
12
New
2
Added
2
Reduced
8
Sold out
2
Shares held by filers
1,568,460

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Swan Global Investments, LLCin group Swan Global Investments, LLC646,062$21.1M1.13%-27,93013F-HRTimelineGroup
Pacer Advisors, Inc.646,062$21.1M0.06%-27,93013F-HR/ATimeline
Cetera Investment Advisers159,896$5.22M0.01%+13,67613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.27,071$884K<0.01%-1,21613F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC24,499$800K<0.01%new13F-HRTimelineGroup
Financial Network Wealth Advisors LLC14,606$477K0.49%-13013F-HRTimeline
WORLD EQUITY GROUP, INC.14,530$475K0.12%+5,12213F-HRTimeline
Chicago Partners Investment Group LLC13,689$469K0.01%-3,05713F-HRTimeline
OLD MISSION CAPITAL LLC11,943$390K0.01%-32,26513F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC7,978$261K0.04%-10013F-HRTimeline
Signature Equity Partners, LLC1,100$35.9K0.02%-1,82013F-HRTimeline
Advisory Services Network, LLC1,024$33.4K<0.01%new13F-HRTimeline