13F Insight
DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex
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
—
▼ 2.1%
vs prior quarter
13F value held
$149M
52.0% inst. owned
of float
Holders
16
+119 QoQ
filers reporting
Activity
+51 / −24
+913 added · −855 reduced
this quarter
Concentration
46.28%
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. +119 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
$69M2.3M2.31%Q1 202602
Pacer Advisors, Inc.
CIK 0001616667
$69M2.3M0.18%Q1 202603
Anfield Capital Management, LLC
CIK 0001602020
$3M86K0.72%Q1 202604
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$2M69K0.00%Q1 202605
BRASS TAX WEALTH MANAGEMENT, INC
CIK 0002002603
$1M47K0.23%Q3 202506
Storen Legacy Partners, LLC
CIK 0002116061
$1M44K0.42%Q1 202607
LPL Financial LLC
CIK 0001403438
$1M43K0.00%Q1 202608
OLD MISSION CAPITAL LLC
CIK 0001455915
$780,43126K0.01%Q1 202609
Cornerstone Wealth Group, LLC
CIK 0001774879
$516,73016K0.03%Q1 202610
OSAIC HOLDINGS, INC.
CIK 0001677044
$459,88715K0.00%Q1 202611
Advisory Services Network, LLC
CIK 0001573876
$356,05412K0.00%Q1 202612
INTEGRITY ALLIANCE, LLC.
CIK 0001352260
$238,6358K0.01%Q1 202613
UBS Group AG
CIK 0001610520
$29,1659600.00%Q1 202614
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
CIK 0001352860
$3,0381000.00%Q1 202615
DHJJ Financial Advisors, Ltd.
CIK 0001844716
$15250.00%Q1 202616
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025