DOSSIER · 13F Holders · Q2 2026
PSMD

PACER SWAN SOS MODERATE (JANUARY) ETF

19 institutions still hold PACER SWAN SOS MODERATE (JANUARY) ETF as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 69374H550·19 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$165M
visible holders
Holders
19
filers reporting
Concentration
48.56%
Swan Global Investments, LLC #1
top holder share
AI Holders Summary · Q2 2026

19 institutions reported PSMD in Q2 2026. Swan Global Investments, LLC leads at 48.6% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Swan Global Investments, LLC
CIK 0001591505
$80M2.3M2.37%Q2 2026
02
Pacer Advisors, Inc.
CIK 0001616667
$75M2.4M0.21%Q1 2026
03
Anfield Capital Management, LLC
CIK 0001602020
$2M78K0.68%Q1 2026
04
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M48K0.00%Q2 2026
05
Insight Wealth Strategies, LLC
CIK 0001749914
$1M40K0.13%Q2 2026
06
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$875K25K0.00%Q2 2026
07
Bravias Capital Group, LLC
CIK 0002054328
$673K20K0.40%Q2 2026
08
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$456K13K0.00%Q2 2026
09
Cetera Investment Advisers
CIK 0001666741
$383K11K0.00%Q2 2026
10
Allie Family Office LLC
CIK 0001908612
$356K10K0.13%Q2 2026
11
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$337K11K0.00%Q2 2025
12
INDEPENDENT FINANCIAL GROUP, LLC
CIK 0000275484
$273K8K0.01%Q2 2026
13
Sovran Advisors, LLC
CIK 0002051471
$253K7K0.02%Q2 2026
14
Kestra Advisory Services, LLC
CIK 0001830819
$221K6K0.00%Q2 2026
15
Cornerstone Wealth Group, LLC
CIK 0001774879
$208K6K0.01%Q2 2026
16
UBS Group AG
CIK 0001610520
$113K3K0.00%Q2 2026
17
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
CIK 0001352860
$40K1K0.01%Q2 2026
18
DHJJ Financial Advisors, Ltd.
CIK 0001844716
$5K1350.00%Q2 2026
19
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025