PSMD Institutional Ownership & Shareholders
PACER SWAN SOS MODERATE JANU (PSMD) is currently held by 18 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $170.48M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Pacer Advisors, Inc. is currently the largest disclosed institutional shareholder of PSMD tracked by InsiderSet, reporting ownership valued at approximately $80.38M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $82.25M, representing an estimated gain of +2.34% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 99% of the total disclosed PSMD value among the investors covered in this analysis. Major shareholders include Pacer Advisors, Inc., Swan Global Investments, Llc, Anfield Capital Management, Llc, and several other long-term asset managers with concentrated positions in PACER SWAN SOS MODERATE JANU (PSMD).
This page ranks the largest institutional PSMD shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
18
Total Reported Value
$170.48M
Largest Holder
Pacer Advisors, Inc.
Largest Position
$80.38M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
21
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Pacer Advisors, Inc. | 0.21% | 2,342,410 | $80,375,000 | $82,254,898 | +$1,879,898 | +2.34% | |
| Swan Global Investments, Llc | 3.67% | 2,342,410 | $80,368,087 | $82,254,898 | +$1,886,811 | +2.35% | |
| Anfield Capital Management, Llc | 0.68% | 77,774 | $2,480,213 | $2,731,073 | +$250,860 | +10.11% | |
| Osaic Holdings, Inc. | 0.00% | 48,060 | $1,648,946 | $1,687,651 | +$38,705 | +2.35% | |
| Insight Wealth Strategies, Llc | 0.16% | 46,716 | $1,643,002 | $1,640,456 | -$2,546 | -0.15% | |
| Susquehanna International Group, Llp | 0.00% | 25,493 | $874,736 | $895,199 | +$20,463 | +2.34% | |
| Bravias Capital Group, Llc | 0.40% | 19,601 | $672,565 | $688,299 | +$15,734 | +2.34% | |
| Commonwealth Equity Services, Llc | 0.00% | 12,945 | $455,280 | $454,570 | -$710 | -0.16% | |
| Cetera Investment Advisers | 0.00% | 11,172 | $383,343 | $392,310 | +$8,967 | +2.34% | |
| Allie Family Office Llc | 0.13% | 10,369 | $355,789 | $364,113 | +$8,324 | +2.34% | |
| Independent Financial Group, Llc | 0.01% | 7,950 | $279,602 | $279,168 | -$434 | -0.16% | |
| Sovran Advisors, Llc | 0.02% | 7,339 | $260,159 | $257,713 | -$2,446 | -0.94% | |
| Kestra Advisory Services, Llc | 0.00% | 6,355 | $223,505 | $223,159 | -$346 | -0.15% | |
| Cornerstone Wealth Group, Llc | 0.01% | 6,067 | $213,376 | $213,046 | -$330 | -0.15% | |
| Ubs Group Ag | 0.00% | 3,290 | $112,890 | $115,530 | +$2,640 | +2.34% | |
| Signature Equity Partners, Llc | 0.03% | 2,355 | $82,825 | $82,697 | -$128 | -0.15% | |
| Blue Bell Private Wealth Management, Llc | 0.00% | 1,170 | $41,149 | $41,085 | -$64 | -0.16% | |
| Dhjj Financial Advisors, Ltd. | 0.00% | 135 | $4,748 | $4,741 | -$7 | -0.16% |
Frequently asked questions about PSMD
Who are the largest institutional holders of PSMD?
The largest institutional holders of PSMD reported in the latest SEC Form 13F filings include Pacer Advisors, Inc., Swan Global Investments, Llc, Anfield Capital Management, Llc, Osaic Holdings, Inc., and Insight Wealth Strategies, Llc. InsiderSet ranks institutional holders by their latest reported PSMD position.
What is PSMD institutional ownership?
This page tracks PSMD positions reported by institutional investment managers through SEC Form 13F. PACER SWAN SOS MODERATE JANU (PSMD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PSMD?
InsiderSet currently tracks 18 institutional managers reporting PSMD holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of PSMD shareholders.
How much PSMD stock do institutions own?
Institutional investment managers disclosed approximately $170.48M in PSMD holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PSMD institutional ownership last updated?
The latest PSMD institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional PSMD holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its PSMD position after the reporting date.
Are institutions buying or selling PSMD?
Institutional buying and selling can be analyzed by comparing PSMD positions across consecutive 13F reporting periods. InsiderSet's PSMD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PSMD ownership changes.
How has PSMD institutional ownership changed over time?
InsiderSet tracks PSMD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.