Pacer Swan Sos Moderate JulyPSMJETF
13F holders, Q1 2026 (March 31)24holders −1
1new positions
2sold out
1famous investor
$31.84avg. 13F price*
At the end of Q1 2026, 24 institutions reported holding Pacer Swan Sos Moderate July (PSMJ) in their 13F filings, down 1 from Q4 2025. 1 opened new positions and 2 sold out. The largest holders were Pacer Advisors, Inc. ($71.3M), Swan Global Investments, LLC ($71.3M) and Osaic Holdings, Inc. ($1.6M). 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 (Q1 2026)
- CUSIP
- 69374H493
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $64K |
| Exits | 2 | $408K |
All 13F filers, Q4 2025 → Q1 2026: 3,964 shares bought and 229,322 shares sold, net −225,358 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 24 holders
| Pacer Advisors, Inc. | 0.20% | Reduce -4.1% | 2,238,543 | $71.3M |
| Swan Global Investments, LLC | 3.82% | Reduce -4.1% | 2,238,543 | $71.3M |
| Osaic Holdings, Inc. | 0.00% | Reduce -19.1% | 50,775 | $1.6M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -4.6% | 41,133 | $1.3M |
| Rockefeller Capital Management L.P. | 0.00% | No change | 28,310 | $901K |
| LPL Financial LLC | 0.00% | No change | 26,470 | $843K |
| Commonwealth Equity Services, LLC | 0.00% | No change | 21,867 | $696K |
| Sovran Advisors, LLC | 0.03% | No change | 12,135 | $403K |
| Anfield Capital Management, LLC | 0.10% | Reduce -16.6% | 11,633 | $370K |
| Blue Bell Private Wealth Management, LLC | 0.05% | Reduce -0.1% | 11,629 | $370K |
| Old Mission Capital LLC | 0.01% | Add +21.1% | 11,208 | $357K |
| Premier Private Wealth Management LLC | 0.35% | No change | 10,290 | $328K |
| Citadel Advisors | 0.00% | Reduce -12.9% | 10,279 | $327K |
| Ameritas Advisory Services, LLC | 0.01% | No change | 10,000 | $318K |
| Copley Financial Group, Inc. | 0.17% | Reduce -1.2% | 8,719 | $278K |
| Cetera Investment Advisers | 0.00% | Reduce -15.9% | 6,639 | $211K |
| Allworth Financial LP | 0.00% | No change | 2,012 | $64K |
| Advisory Services Network, LLC | 0.00% | New | 2,010 | $64K |
| JPMorgan Chase & Co. | 0.00% | Reduce -37.5% | 2,004 | $63K |
| Harbour Investments, Inc. | 0.00% | Reduce -57.0% | 1,912 | $61K |
| Sunbelt Securities, Inc. | 0.00% | No change | 1,650 | $53K |
| Realta Investment Advisors | 0.01% | No change | 1,150 | $37K |
| UBS Group AG | 0.00% | Reduce -25.4% | 328 | $10K |
| 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.