Pacer Swan Sos Moderate AprPSMRETF

13F holders, Q1 2026 (March 31)
15holders +1
2new positions
1sold out
1famous investor
$30.38avg. 13F price*

At the end of Q1 2026, 15 institutions reported holding Pacer Swan Sos Moderate Apr (PSMR) in their 13F filings, up 1 from Q4 2025. 2 opened new positions and 1 sold out. The largest holders were Swan Global Investments, LLC ($69.1M), Pacer Advisors, Inc. ($69.1M) and Anfield Capital Management, LLC ($2.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Pacer Swan Sos Moderate Apr
Filed as
PACER FDS TR (Q1 2026)
CUSIP
69374H519
Latest filing quarter
Q2 2026

History

Number of 13F holders

05101520 Q1 2024: 11Q1 2024Q2 2024: 16Q2 2024Q3 2024: 15Q3 2024Q4 2024: 15Q4 2024Q1 2025: 16Q1 2025Q2 2025: 13Q2 2025Q3 2025: 14Q3 2025Q4 2025: 14Q4 2025Q1 2026: 15Q1 2026Q2 2026: 14Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions2$287K
Exits1$109K

All 13F filers, Q4 2025 → Q1 2026: 14,040 shares bought and 239,972 shares sold, net −225,932 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 15 holders

Swan Global Investments, LLC 3.71% Reduce -4.1% 2,274,467 $69.1M
Pacer Advisors, Inc. 0.20% Reduce -4.1% 2,274,467 $69.1M
Anfield Capital Management, LLC 0.72% Reduce -6.0% 86,208 $2.6M
Susquehanna International Group, LLP 0.00% Add +7.1% 69,052 $2.1M
Storen Legacy Partners, LLC 0.42% Reduce -0.8% 43,827 $1.3M
LPL Financial LLC 0.00% Reduce -1.6% 43,225 $1.3M
Old Mission Capital LLC 0.02% Reduce -24.7% 25,689 $780K
Cornerstone Wealth Group, LLC 0.03% Reduce -35.0% 16,459 $517K
Osaic Holdings, Inc. 0.00% Reduce -48.0% 15,138 $460K
Advisory Services Network, LLC 0.00% Reduce -12.5% 11,720 $356K
Citadel Advisors 0.00% New 9,345 $284K
Integrity Alliance, Llc. 0.01% No change 7,855 $239K
UBS Group AG 0.00% Reduce -10.2% 960 $29K
Blue Bell Private Wealth Management, LLC 0.00% New 100 $3K
DHJJ Financial Advisors, Ltd. 0.00% No change 5 $152

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