DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
PSMO

PACER SWAN SOS MODERATE (OCTOBER) ETF

17 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 69374H485·17 13F holders·last filed Mar 31, 2026
Market cap
6.3%
vs prior quarter
13F value held
$172M
74.0% inst. owned
of float
Holders
17
0 QoQ
filers reporting
Activity
+83 / −6
+896 added · −937 reduced
this quarter
Concentration
47.17%
Swan Global Investments, LLC #1
top holder share
AI Holders Summary · Q1 2026

17 institutions reported PSMO in Q1 2026. Swan Global Investments, LLC leads at 47.2% of the visible book. +0 net new institutions vs prior quarter — accumulation reading.

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 2026
02
Pacer Advisors, Inc.
CIK 0001616667
$81M2.7M0.21%Q1 2026
03
Anfield Capital Management, LLC
CIK 0001602020
$3M99K0.83%Q1 2026
04
Cetera Investment Advisers
CIK 0001666741
$1M43K0.00%Q1 2026
05
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$1M37K0.00%Q1 2026
06
OSAIC HOLDINGS, INC.
CIK 0001677044
$970,98432K0.00%Q1 2026
07
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
CIK 0001352860
$576,48419K0.08%Q1 2026
08
INDEPENDENT FINANCIAL GROUP, LLC
CIK 0000275484
$548,60118K0.01%Q1 2026
09
Sovran Advisors, LLC
CIK 0002051471
$521,06316K0.04%Q1 2026
10
BRASS TAX WEALTH MANAGEMENT, INC
CIK 0002002603
$406,75413K0.07%Q3 2025
11
Storen Legacy Partners, LLC
CIK 0002116061
$369,56712K0.12%Q1 2026
12
Allie Family Office LLC
CIK 0001908612
$368,22812K0.17%Q4 2025
13
Socha Financial Group, LLC
CIK 0001967966
$223,5757K0.11%Q1 2026
14
Kestra Advisory Services, LLC
CIK 0001830819
$215,5187K0.00%Q1 2026
15
Advisory Services Network, LLC
CIK 0001573876
$86,1533K0.00%Q1 2026
16
Orion Capital Management LLC
CIK 0001846758
$36,2111K0.01%Q1 2026
17
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025