Who owns PSMR?
Pacer Swan SOS Moderate (April) ETF · Pacer
14 institutions reported holding PSMR, worth $162.8M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of PSMR
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Swan Global Investments, LLC | Durango, CO | $77.6M | 2,411,647 | +137,180 shares |
| Pacer Advisors, Inc. | Malvern, PA | $77.6M | 2,411,647 | +137,180 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $1.8M | 55,016 | −14,036 shares |
| Storen Legacy Partners, LLC | Zionsville, IN | $1.4M | 43,215 | −612 shares |
| LPL Financial LLC | Fort Mill, SC | $1.3M | 39,938 | −3,287 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $845K | 26,263 | +11,125 shares |
| Foundations Investment Advisors, LLC | Phoenix, AZ | $690K | 21,440 | New position |
| Cornerstone Wealth Group, LLC | Huntersville, NC | $530K | 16,459 | No change |
| Old Mission Capital LLC | Chicago, IL | $462K | 14,351 | −11,338 shares |
| Advisory Services Network, LLC | Atlanta, GA | $349K | 10,845 | −875 shares |
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 PSMR?
14 institutional managers reported holding PSMR in Form 13F filings for June 30, 2026, worth $162.8M in total. The largest reported position was held by Swan Global Investments, LLC, at $77.6M.
Did institutions buy or sell PSMR last quarter?
Reported 13F value rose 11.8% from March 31, 2026, which includes price moves as well as buying and selling. 2 firms reported a new position and 2 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 PSMR 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.