PACER SWAN SOS MODERATE JULY (PSMJ) Top Institutional Shareholders
PACER SWAN SOS MODERATE JULY (PSMJ) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $151.13M in PSMJ holdings during the latest filing period.
Pacer Advisors, Inc. is currently the largest disclosed institutional shareholder of PSMJ tracked by InsiderSet, reporting ownership valued at approximately $71.26M in its March 31, 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 $75.52M, representing an estimated gain of +5.97% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 99% of the total disclosed PSMJ value among the investors covered in this analysis. Major shareholders include Pacer Advisors, Inc., Swan Global Investments, Llc, Osaic Holdings, Inc., and several other long-term asset managers with concentrated positions in PACER SWAN SOS MODERATE JULY (PSMJ).
This page ranks the largest institutional PSMJ 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
23
Total Reported Value
$151.13M
Largest Holder
Pacer Advisors, Inc.
Largest Position
$71.26M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
27
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Pacer Advisors, Inc. | 0.19% | 2,238,543 | $71,260,882 | $75,517,248 | +$4,256,366 | +5.97% | |
| Swan Global Investments, Llc | 3.82% | 2,238,543 | $71,252,824 | $75,517,248 | +$4,264,424 | +5.98% | |
| Osaic Holdings, Inc. | 0.00% | 50,775 | $1,616,158 | $1,712,895 | +$96,737 | +5.99% | |
| Kestra Advisory Services, Llc | 0.00% | 41,133 | $1,309,411 | $1,387,622 | +$78,211 | +5.97% | |
| Rockefeller Capital Management L.P. | 0.00% | 28,310 | $901,209 | $955,038 | +$53,829 | +5.97% | |
| Lpl Financial Llc | 0.00% | 26,470 | $842,635 | $892,965 | +$50,330 | +5.97% | |
| Commonwealth Equity Services, Llc | 0.00% | 21,867 | $696,110 | $737,683 | +$41,573 | +5.97% | |
| Sovran Advisors, Llc | 0.03% | 12,135 | $403,489 | $409,374 | +$5,885 | +1.46% | |
| Anfield Capital Management, Llc | 0.10% | 11,633 | $370,320 | $392,439 | +$22,119 | +5.97% | |
| Blue Bell Private Wealth Management, Llc | 0.05% | 11,629 | $370,193 | $392,304 | +$22,111 | +5.97% | |
| Old Mission Capital Llc | 0.01% | 11,208 | $356,790 | $378,102 | +$21,312 | +5.97% | |
| Premier Private Wealth Management Llc | 0.35% | 10,290 | $327,568 | $347,133 | +$19,565 | +5.97% | |
| Citadel Advisors Llc | 0.00% | 10,279 | $327,218 | $346,762 | +$19,544 | +5.97% | |
| Ameritas Advisory Services, Llc | 0.01% | 10,000 | $318,336 | $337,350 | +$19,014 | +5.97% | |
| Copley Financial Group, Inc. | 0.17% | 8,719 | $277,557 | $294,135 | +$16,578 | +5.97% | |
| Cetera Investment Advisers | 0.00% | 6,639 | $211,343 | $223,967 | +$12,624 | +5.97% | |
| Allworth Financial Lp | 0.00% | 2,012 | $64,050 | $67,875 | +$3,825 | +5.97% | |
| Advisory Services Network, Llc | 0.00% | 2,010 | $63,986 | $67,807 | +$3,821 | +5.97% | |
| Harbour Investments, Inc. | 0.00% | 1,912 | $60,866 | $64,501 | +$3,635 | +5.97% | |
| Sunbelt Securities, Inc. | 0.00% | 1,650 | $52,525 | $55,663 | +$3,138 | +5.97% | |
| Realta Investment Advisors | 0.01% | 1,150 | $36,609 | $38,795 | +$2,186 | +5.97% | |
| Ubs Group Ag | 0.00% | 328 | $10,442 | $11,065 | +$623 | +5.97% | |
| Dhjj Financial Advisors, Ltd. | 0.00% | 50 | $1,592 | $1,687 | +$95 | +5.95% |
Frequently asked questions about PSMJ
Who owns the most PSMJ stock?
The largest holders of PSMJ are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for PACER SWAN SOS MODERATE JULY (PSMJ).
Is PSMJ widely held by superinvestors?
Many widely followed stocks like PSMJ appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PSMJ is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.