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

PACER SWAN SOS MODERATE (OCTOBER) ETF

16 institutions still hold PACER SWAN SOS MODERATE (OCTOBER) ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 69374H485·16 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$172M
visible holders
Holders
16
filers reporting
Concentration
47.19%
Swan Global Investments, LLC #1
top holder share
AI Holders Summary · Q1 2026

16 institutions reported PSMO in Q1 2026. Swan Global Investments, LLC leads at 47.2% 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
$81M2.7M2.70%Q1 202602
Pacer Advisors, Inc.
CIK 0001616667
$81M2.7M0.23%Q1 202603
Anfield Capital Management, LLC
CIK 0001602020
$3M99K0.83%Q1 202604
Cetera Investment Advisers
CIK 0001666741
$1M43K0.00%Q1 202605
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$1M37K0.00%Q2 202606
OSAIC HOLDINGS, INC.
CIK 0001677044
$971K32K0.00%Q1 202607
INDEPENDENT FINANCIAL GROUP, LLC
CIK 0000275484
$591K18K0.01%Q2 202608
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
CIK 0001352860
$576K19K0.08%Q1 202609
Sovran Advisors, LLC
CIK 0002051471
$540K17K0.04%Q2 202610
BRASS TAX WEALTH MANAGEMENT, INC
CIK 0002002603
$407K13K0.07%Q3 202511
Storen Legacy Partners, LLC
CIK 0002116061
$368K11K0.10%Q2 202612
Allie Family Office LLC
CIK 0001908612
$368K12K0.17%Q4 202513
Socha Financial Group, LLC
CIK 0001967966
$224K7K0.11%Q1 202614
Advisory Services Network, LLC
CIK 0001573876
$86K3K0.00%Q1 202615
Orion Capital Management LLC
CIK 0001846758
$36K1K0.01%Q1 202616
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025