13F Insight
DOSSIER · 13F Holders · Q1 2026
PSMJ

PACER FDS TR

25 institutions still hold PACER FDS TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 69374H493·25 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$150M
visible holders
Holders
25
filers reporting
Concentration
47.48%
Pacer Advisors, Inc. #1
top holder share
AI Holders Summary · Q1 2026

25 institutions reported PSMJ in Q1 2026. Pacer Advisors, Inc. leads at 47.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Pacer Advisors, Inc.
CIK 0001616667
$71M2.2M0.20%Q1 202602
Swan Global Investments, LLC
CIK 0001591505
$71M2.2M2.38%Q1 202603
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M51K0.00%Q1 202604
Rockefeller Capital Management L.P.
CIK 0001739439
$901K28K0.00%Q1 202605
LPL Financial LLC
CIK 0001403438
$843K26K0.00%Q1 202606
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$696K22K0.00%Q1 202607
Sovran Advisors, LLC
CIK 0002051471
$403K12K0.03%Q1 202608
CITADEL ADVISORS LLC
CIK 0001423053
$380K12K0.00%Q4 202509
Anfield Capital Management, LLC
CIK 0001602020
$370K12K0.10%Q1 202610
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
CIK 0001352860
$370K12K0.05%Q1 202611
OLD MISSION CAPITAL LLC
CIK 0001455915
$357K11K0.01%Q1 202612
Premier Private Wealth Management LLC
CIK 0002056550
$328K10K0.35%Q1 202613
Ameritas Advisory Services, LLC
CIK 0001901275
$318K10K0.01%Q1 202614
Copley Financial Group, Inc.
CIK 0002045258
$278K9K0.17%Q1 202615
Kestra Advisory Services, LLC
CIK 0001830819
$238K7K0.00%Q2 202616
Cetera Investment Advisers
CIK 0001666741
$211K7K0.00%Q1 202617
Allworth Financial LP
CIK 0001555170
$64K2K0.00%Q1 202618
Advisory Services Network, LLC
CIK 0001573876
$64K2K0.00%Q1 202619
JPMORGAN CHASE & CO
CIK 0000019617
$63K2K0.00%Q1 202620
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$61K2K0.00%Q1 2026
Page 1 of 2
5 more holders available. Log in →