13F Insight
DOSSIER · 13F Holders · Q2 2026
PSMJ

PACER FDS TR

19 institutions still hold PACER FDS TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 69374H493·19 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$159M
visible holders
Holders
19
filers reporting
Concentration
50.06%
Swan Global Investments, LLC #1
top holder share
AI Holders Summary · Q2 2026

19 institutions reported PSMJ in Q2 2026. Swan Global Investments, LLC leads at 50.1% 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
$79M2.3M2.35%Q2 202602
Pacer Advisors, Inc.
CIK 0001616667
$71M2.2M0.20%Q1 202603
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M62K0.00%Q2 202604
LPL Financial LLC
CIK 0001403438
$2M46K0.00%Q2 202605
Rockefeller Capital Management L.P.
CIK 0001739439
$887K26K0.00%Q2 202606
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$734K22K0.00%Q2 202607
Ameritas Advisory Services, LLC
CIK 0001901275
$450K13K0.01%Q2 202608
Sovran Advisors, LLC
CIK 0002051471
$437K13K0.03%Q2 202609
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
CIK 0001352860
$375K11K0.05%Q2 202610
Anfield Capital Management, LLC
CIK 0001602020
$370K12K0.10%Q1 202611
Premier Private Wealth Management LLC
CIK 0002056550
$348K10K0.30%Q2 202612
Kestra Advisory Services, LLC
CIK 0001830819
$238K7K0.00%Q2 202613
Copley Financial Group, Inc.
CIK 0002045258
$237K7K0.14%Q2 202614
Allworth Financial LP
CIK 0001555170
$68K2K0.00%Q2 202615
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$66K2K0.00%Q2 202616
Sunbelt Securities, Inc.
CIK 0001632932
$53K2K0.00%Q1 202617
Realta Investment Advisors
CIK 0001776792
$39K1K0.01%Q2 202618
DHJJ Financial Advisors, Ltd.
CIK 0001844716
$2K500.00%Q2 202619
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025