Pacer Swan Sos Moderate JanuPSMDETF

13F holders, Q1 2026 (March 31)
18holders
2new positions
2sold out
1famous investor
$31.89avg. 13F price*

At the end of Q1 2026, 18 institutions reported holding Pacer Swan Sos Moderate Janu (PSMD) in their 13F filings, unchanged from Q4 2025. 2 opened new positions and 2 sold out. The largest holders were Swan Global Investments, LLC ($75.4M), Pacer Advisors, Inc. ($75.4M) and Anfield Capital Management, LLC ($2.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Pacer Swan Sos Moderate Janu
Filed as
PACER FDS TR (Q1 2026)
CUSIP
69374H550
Latest filing quarter
Q2 2026

History

Number of 13F holders

05101520 Q1 2024: 16Q1 2024Q2 2024: 14Q2 2024Q3 2024: 16Q3 2024Q4 2024: 15Q4 2024Q1 2025: 18Q1 2025Q2 2025: 18Q2 2025Q3 2025: 16Q3 2025Q4 2025: 18Q4 2025Q1 2026: 18Q1 2026Q2 2026: 16Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions2$672K
Exits2$116K

All 13F filers, Q4 2025 → Q1 2026: 684,734 shares bought and 15,223 shares sold, net +669,511 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 18 holders

Swan Global Investments, LLC 4.05% Add +12.9% 2,365,077 $75.4M
Pacer Advisors, Inc. 0.22% Add +15.1% 2,365,077 $75.4M
Anfield Capital Management, LLC 0.68% Add +77.0% 77,774 $2.5M
Old Mission Capital LLC 0.04% Add +131.9% 46,258 $1.5M
Osaic Holdings, Inc. 0.00% Add +23.9% 45,005 $1.4M
Susquehanna International Group, LLP 0.00% Reduce -21.1% 43,189 $1.4M
Insight Wealth Strategies, LLC 0.09% Add +27.3% 25,819 $823K
Bravias Capital Group, LLC 0.41% No change 19,601 $625K
Citadel Advisors 0.00% New 14,741 $470K
Commonwealth Equity Services, LLC 0.00% Add +71.0% 13,300 $424K
Cetera Investment Advisers 0.00% Add +3.0% 11,172 $356K
Allie Family Office LLC 0.14% No change 10,369 $331K
Independent Financial Group, LLC 0.01% No change 9,020 $288K
Sovran Advisors, LLC 0.02% No change 7,339 $246K
Kestra Advisory Services, LLC 0.00% Add +76.8% 6,630 $211K
Cornerstone Wealth Group, LLC 0.01% New 6,067 $202K
Blue Bell Private Wealth Management, LLC 0.01% Reduce -5.0% 1,170 $37K
DHJJ Financial Advisors, Ltd. 0.00% No change 135 $4K

"% of holder's portfolio" is PSMD's weight in each manager's 13F, not the share of Pacer Swan Sos Moderate Janu the manager owns.