DOSSIER · 13F Holders · Q2 2026
PSMO

PACER SWAN SOS MODERATE (OCTOBER) ETF

18 institutions still hold PACER SWAN SOS MODERATE (OCTOBER) ETF as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 69374H485·18 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$177M
visible holders
Holders
18
filers reporting
Concentration
48.31%
Swan Global Investments, LLC #1
top holder share
AI Holders Summary · Q2 2026

18 institutions reported PSMO in Q2 2026. Swan Global Investments, LLC leads at 48.3% 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
$86M2.6M2.53%Q2 2026
02
Pacer Advisors, Inc.
CIK 0001616667
$81M2.7M0.23%Q1 2026
03
Anfield Capital Management, LLC
CIK 0001602020
$3M99K0.83%Q1 2026
04
Cetera Investment Advisers
CIK 0001666741
$1M38K0.00%Q2 2026
05
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$1M37K0.00%Q2 2026
06
OSAIC HOLDINGS, INC.
CIK 0001677044
$1M35K0.00%Q2 2026
07
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
CIK 0001352860
$607K19K0.08%Q2 2026
08
INDEPENDENT FINANCIAL GROUP, LLC
CIK 0000275484
$591K18K0.01%Q2 2026
09
Sovran Advisors, LLC
CIK 0002051471
$540K17K0.04%Q2 2026
10
OLD MISSION CAPITAL LLC
CIK 0001455915
$508K16K0.01%Q2 2026
11
BRASS TAX WEALTH MANAGEMENT, INC
CIK 0002002603
$407K13K0.07%Q3 2025
12
CITADEL ADVISORS LLC
CIK 0001423053
$388K12K0.00%Q2 2026
13
Storen Legacy Partners, LLC
CIK 0002116061
$368K11K0.10%Q2 2026
14
LPL Financial LLC
CIK 0001403438
$312K10K0.00%Q2 2026
15
Socha Financial Group, LLC
CIK 0001967966
$248K8K0.10%Q2 2026
16
UBS Group AG
CIK 0001610520
$54K2K0.00%Q2 2026
17
Orion Capital Management LLC
CIK 0001846758
$39K1K0.01%Q2 2026
18
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025