Who owns PSMJ?
Pacer Swan SOS Moderate (July) ETF · Pacer
16 institutions reported holding PSMJ, worth $166.3M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of PSMJ
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Swan Global Investments, LLC | Durango, CO | $79.4M | 2,347,266 | +108,723 shares |
| Pacer Advisors, Inc. | Malvern, PA | $79.4M | 2,347,266 | +108,723 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $2.1M | 61,607 | +10,832 shares |
| LPL Financial LLC | Fort Mill, SC | $1.6M | 46,066 | +19,596 shares |
| Rockefeller Capital Management L.P. | New York, NY | $887K | 26,210 | −2,100 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $734K | 21,711 | −156 shares |
| Ameritas Advisory Services, LLC | Lincoln, NE | $450K | 13,300 | +3,300 shares |
| Sovran Advisors, LLC | San Diego, CA | $437K | 12,930 | +795 shares |
| Blue Bell Private Wealth Management, LLC | Blue Bell, PA | $375K | 11,076 | −553 shares |
| Premier Private Wealth Management LLC | Palm Harbor, FL | $348K | 10,290 | No change |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns PSMJ?
16 institutional managers reported holding PSMJ in Form 13F filings for June 30, 2026, worth $166.3M in total. The largest reported position was held by Swan Global Investments, LLC, at $79.4M.
Did institutions buy or sell PSMJ last quarter?
Reported 13F value rose 10.3% from March 31, 2026, which includes price moves as well as buying and selling. 0 firms reported a new position and 6 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is PSMJ ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.