DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
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
6.6%
vs prior quarter
13F value held
$162M
69.0% inst. owned
of float
Holders
19
-57 QoQ
filers reporting
Activity
+56 / −77
+819 added · −836 reduced
this quarter
Concentration
46.70%
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 46.7% of the visible book. -57 net institutions QoQ — distribution reading.

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
$75M2.4M0.19%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
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$1M43K0.00%Q1 2026
07
Insight Wealth Strategies, LLC
CIK 0001749914
$823,36826K0.09%Q1 2026
08
Bravias Capital Group, LLC
CIK 0002054328
$625,07620K0.41%Q1 2026
09
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$424,14013K0.00%Q1 2026
10
Cetera Investment Advisers
CIK 0001666741
$356,27511K0.00%Q1 2026
11
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$336,90411K0.00%Q2 2025
12
Allie Family Office LLC
CIK 0001908612
$336,63010K0.16%Q4 2025
13
INDEPENDENT FINANCIAL GROUP, LLC
CIK 0000275484
$287,6489K0.01%Q1 2026
14
Sovran Advisors, LLC
CIK 0002051471
$246,1877K0.02%Q1 2026
15
Kestra Advisory Services, LLC
CIK 0001830819
$211,4317K0.00%Q1 2026
16
Cornerstone Wealth Group, LLC
CIK 0001774879
$201,8466K0.01%Q1 2026
17
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
CIK 0001352860
$37,3111K0.01%Q1 2026
18
DHJJ Financial Advisors, Ltd.
CIK 0001844716
$4,3061350.00%Q1 2026
19
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025