13F Insight
DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
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
—
▼ 2.0%
vs prior quarter
13F value held
$151M
73.0% inst. owned
of float
Holders
25
-44 QoQ
filers reporting
Activity
+20 / −114
+948 added · −910 reduced
this quarter
Concentration
47.15%
Pacer Advisors, Inc. #1
top holder share
AI Holders Summary · Q1 2026

25 institutions reported PSMJ in Q1 2026. Pacer Advisors, Inc. leads at 47.1% of the visible book. -44 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Pacer Advisors, Inc.
CIK 0001616667
$71M2.2M0.18%Q1 202602
Swan Global Investments, LLC
CIK 0001591505
$71M2.2M2.38%Q1 202603
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M51K0.00%Q1 202604
Kestra Advisory Services, LLC
CIK 0001830819
$1M41K0.01%Q1 202605
Rockefeller Capital Management L.P.
CIK 0001739439
$901,20928K0.00%Q1 202606
LPL Financial LLC
CIK 0001403438
$842,63526K0.00%Q1 202607
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$696,11022K0.00%Q1 202608
Sovran Advisors, LLC
CIK 0002051471
$403,48912K0.03%Q1 202609
CITADEL ADVISORS LLC
CIK 0001423053
$380,05912K0.00%Q4 202510
Anfield Capital Management, LLC
CIK 0001602020
$370,32012K0.10%Q1 202611
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
CIK 0001352860
$370,19312K0.05%Q1 202612
OLD MISSION CAPITAL LLC
CIK 0001455915
$356,79011K0.01%Q1 202613
Premier Private Wealth Management LLC
CIK 0002056550
$327,56810K0.35%Q1 202614
Ameritas Advisory Services, LLC
CIK 0001901275
$318,33610K0.01%Q1 202615
Copley Financial Group, Inc.
CIK 0002045258
$277,5579K0.17%Q1 202616
Cetera Investment Advisers
CIK 0001666741
$211,3437K0.00%Q1 202617
Allworth Financial LP
CIK 0001555170
$64,0502K0.00%Q1 202618
Advisory Services Network, LLC
CIK 0001573876
$63,9862K0.00%Q1 202619
JPMORGAN CHASE & CO
CIK 0000019617
$62,8112K0.00%Q1 202620
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$60,8662K0.00%Q1 2026
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