DOSSIER · 13F Holders · Q1 2026
PSMR

PACER FDS TR

16 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 69374H519·16 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$149M
visible holders
Holders
16
filers reporting
Concentration
46.26%
Swan Global Investments, LLC #1
top holder share
AI Holders Summary · Q1 2026

16 institutions reported PSMR in Q1 2026. Swan Global Investments, LLC leads at 46.3% 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
$69M2.3M2.31%Q1 2026
02
Pacer Advisors, Inc.
CIK 0001616667
$69M2.3M0.19%Q1 2026
03
Anfield Capital Management, LLC
CIK 0001602020
$3M86K0.72%Q1 2026
04
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$2M69K0.00%Q1 2026
05
Storen Legacy Partners, LLC
CIK 0002116061
$1M43K0.38%Q2 2026
06
BRASS TAX WEALTH MANAGEMENT, INC
CIK 0002002603
$1M47K0.23%Q3 2025
07
LPL Financial LLC
CIK 0001403438
$1M43K0.00%Q1 2026
08
OLD MISSION CAPITAL LLC
CIK 0001455915
$780K26K0.01%Q1 2026
09
Cornerstone Wealth Group, LLC
CIK 0001774879
$530K16K0.03%Q2 2026
10
OSAIC HOLDINGS, INC.
CIK 0001677044
$460K15K0.00%Q1 2026
11
Advisory Services Network, LLC
CIK 0001573876
$356K12K0.00%Q1 2026
12
INTEGRITY ALLIANCE, LLC.
CIK 0001352260
$221K7K0.01%Q2 2026
13
UBS Group AG
CIK 0001610520
$29K9600.00%Q1 2026
14
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
CIK 0001352860
$3K1000.00%Q1 2026
15
DHJJ Financial Advisors, Ltd.
CIK 0001844716
$16150.00%Q2 2026
16
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025