Pacer Swan Sos Moderate JulyPSMJETF
13F holders, Q2 2026 (June 30)16holders −8
0new positions
6sold out
$33.83avg. 13F price*
At the end of Q2 2026, 16 institutions reported holding Pacer Swan Sos Moderate July (PSMJ) in their 13F filings, down 8 from Q1 2026. 0 opened new positions and 6 sold out. The largest holders were Swan Global Investments, LLC ($79.4M), Pacer Advisors, Inc. ($79.4M) and Osaic Holdings, Inc. ($2.1M).
- Company
- Pacer Swan Sos Moderate July
- Filed as
- PACER FDS TR (Q2 2026)
- CUSIP
- 69374H493
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 6 | $1.0M |
All 13F filers, Q1 2026 → Q2 2026: 252,016 shares bought and 71,082 shares sold, net +180,934 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 16 holders
| Swan Global Investments, LLC | 3.62% | Add +4.9% | 2,347,266 | $79.4M |
| Pacer Advisors, Inc. | 0.21% | Add +4.9% | 2,347,266 | $79.4M |
| Osaic Holdings, Inc. | 0.00% | Add +21.3% | 61,607 | $2.1M |
| LPL Financial LLC | 0.00% | Add +74.0% | 46,066 | $1.6M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -7.4% | 26,210 | $887K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.7% | 21,711 | $734K |
| Ameritas Advisory Services, LLC | 0.01% | Add +33.0% | 13,300 | $450K |
| Sovran Advisors, LLC | 0.03% | Add +6.5% | 12,930 | $437K |
| Blue Bell Private Wealth Management, LLC | 0.05% | Reduce -4.8% | 11,076 | $375K |
| Premier Private Wealth Management LLC | 0.30% | No change | 10,290 | $348K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -82.9% | 7,044 | $238K |
| Copley Financial Group, Inc. | 0.14% | Reduce -19.7% | 7,003 | $237K |
| Allworth Financial LP | 0.00% | No change | 2,012 | $68K |
| Harbour Investments, Inc. | 0.00% | Add +2.5% | 1,959 | $66K |
| Realta Investment Advisors | 0.01% | No change | 1,150 | $39K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 50 | $2K |
"% of holder's portfolio" is PSMJ's weight in each manager's 13F, not the share of Pacer Swan Sos Moderate July the manager owns.