Pacer Swan Sos Moderate JulyPSMJETF
13F holders, Q4 2025 (December 31)25holders
4new positions
5sold out
1famous investor
$32.21avg. 13F price*
At the end of Q4 2025, 25 institutions reported holding Pacer Swan Sos Moderate July (PSMJ) in their 13F filings, unchanged from Q3 2025. 4 opened new positions and 5 sold out. The largest holders were Swan Global Investments, LLC ($75.2M), Pacer Advisors, Inc. ($75.2M) and Osaic Holdings, Inc. ($2.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Pacer Swan Sos Moderate July
- Filed as
- PACER FDS TR (Q4 2025)
- CUSIP
- 69374H493
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $837K |
| Exits | 5 | $993K |
All 13F filers, Q3 2025 → Q4 2025: 27,110 shares bought and 315,357 shares sold, net −288,247 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 25 holders
| Swan Global Investments, LLC | 3.56% | Reduce -5.5% | 2,335,332 | $75.2M |
| Pacer Advisors, Inc. | 0.20% | Reduce -5.5% | 2,335,332 | $75.2M |
| Osaic Holdings, Inc. | 0.00% | Reduce -4.6% | 62,788 | $2.0M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -1.2% | 43,132 | $1.4M |
| Rockefeller Capital Management L.P. | 0.00% | No change | 28,310 | $912K |
| LPL Financial LLC | 0.00% | Reduce -2.1% | 26,470 | $853K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -17.8% | 21,867 | $704K |
| Anfield Capital Management, LLC | 0.14% | No change | 13,940 | $449K |
| Sovran Advisors, LLC | 0.03% | No change | 12,135 | $393K |
| Citadel Advisors | 0.00% | Reduce -12.4% | 11,800 | $380K |
| Blue Bell Private Wealth Management, LLC | 0.06% | Reduce -9.2% | 11,640 | $375K |
| Premier Private Wealth Management LLC | 0.35% | — | 10,290 | $333K |
| Ameritas Advisory Services, LLC | 0.01% | New | 10,000 | $322K |
| Old Mission Capital LLC | 0.01% | New | 9,254 | $298K |
| Copley Financial Group, Inc. | 0.18% | Reduce -3.6% | 8,826 | $284K |
| Cetera Investment Advisers | 0.00% | No change | 7,894 | $254K |
| Ausdal Financial Partners, Inc. | 0.01% | No change | 6,405 | $206K |
| GTS Securities LLC | 0.01% | New | 6,278 | $202K |
| Harbour Investments, Inc. | 0.00% | Add +3.2% | 4,448 | $144K |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.1% | 3,204 | $103K |
| Allworth Financial LP | 0.00% | Reduce -0.8% | 2,012 | $65K |
| Sunbelt Securities, Inc. | 0.00% | No change | 1,650 | $53K |
| Realta Investment Advisors | 0.01% | Add +666.7% | 1,150 | $37K |
| UBS Group AG | 0.00% | New | 440 | $14K |
| 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.