DOSSIER · 13F Holders · Q1 2026
PSMD

PACER SWAN SOS MODERATE (JANUARY) ETF

19 institutions still hold PACER SWAN SOS MODERATE (JANUARY) ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 69374H550·19 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$162M
visible holders
Holders
19
filers reporting
Concentration
46.52%
Swan Global Investments, LLC #1
top holder share
AI Holders Summary · Q1 2026

19 institutions reported PSMD in Q1 2026. Swan Global Investments, LLC leads at 46.5% 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
$75M2.4M2.52%Q1 2026
02
Pacer Advisors, Inc.
CIK 0001616667
$75M2.4M0.21%Q1 2026
03
Anfield Capital Management, LLC
CIK 0001602020
$2M78K0.68%Q1 2026
04
OLD MISSION CAPITAL LLC
CIK 0001455915
$1M46K0.02%Q1 2026
05
OSAIC HOLDINGS, INC.
CIK 0001677044
$1M45K0.00%Q1 2026
06
Insight Wealth Strategies, LLC
CIK 0001749914
$1M40K0.13%Q2 2026
07
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$1M43K0.00%Q1 2026
08
Bravias Capital Group, LLC
CIK 0002054328
$673K20K0.40%Q2 2026
09
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$456K13K0.00%Q2 2026
10
Cetera Investment Advisers
CIK 0001666741
$356K11K0.00%Q1 2026
11
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$337K11K0.00%Q2 2025
12
Allie Family Office LLC
CIK 0001908612
$337K10K0.16%Q4 2025
13
INDEPENDENT FINANCIAL GROUP, LLC
CIK 0000275484
$273K8K0.01%Q2 2026
14
Sovran Advisors, LLC
CIK 0002051471
$253K7K0.02%Q2 2026
15
Kestra Advisory Services, LLC
CIK 0001830819
$221K6K0.00%Q2 2026
16
Cornerstone Wealth Group, LLC
CIK 0001774879
$208K6K0.01%Q2 2026
17
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
CIK 0001352860
$37K1K0.01%Q1 2026
18
DHJJ Financial Advisors, Ltd.
CIK 0001844716
$5K1350.00%Q2 2026
19
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025