PSMJ Institutional Ownership & Shareholders
PACER SWAN SOS MODERATE JULY (PSMJ) is currently held by 16 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $166.43M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Swan Global Investments, Llc is currently the largest disclosed institutional shareholder of PSMJ tracked by InsiderSet, reporting ownership valued at approximately $79.41M 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 $80.66M, representing an estimated gain of +1.58% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed PSMJ value among the investors covered in this analysis. Major shareholders include Swan Global Investments, Llc, Pacer Advisors, Inc., 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
16
Total Reported Value
$166.43M
Largest Holder
Swan Global Investments, Llc
Largest Position
$79.41M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 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 |
|---|---|---|---|---|---|---|---|
| Swan Global Investments, Llc | 3.62% | 2,347,266 | $79,408,009 | $80,664,735 | +$1,256,726 | +1.58% | |
| Pacer Advisors, Inc. | 0.21% | 2,347,266 | $79,396,000 | $80,664,735 | +$1,268,735 | +1.60% | |
| Osaic Holdings, Inc. | 0.00% | 61,607 | $2,084,177 | $2,117,149 | +$32,972 | +1.58% | |
| Lpl Financial Llc | 0.00% | 46,066 | $1,558,182 | $1,583,077 | +$24,895 | +1.60% | |
| Rockefeller Capital Management L.P. | 0.00% | 26,210 | $886,553 | $900,717 | +$14,164 | +1.60% | |
| Commonwealth Equity Services, Llc | 0.00% | 22,968 | $792,220 | $789,305 | -$2,915 | -0.37% | |
| Ameritas Advisory Services, Llc | 0.01% | 13,300 | $449,873 | $457,060 | +$7,187 | +1.60% | |
| Blue Bell Private Wealth Management, Llc | 0.05% | 12,750 | $439,780 | $438,159 | -$1,621 | -0.37% | |
| Anfield Capital Management, Llc | 0.10% | 11,633 | $370,320 | $399,773 | +$29,453 | +7.95% | |
| Premier Private Wealth Management Llc | 0.30% | 10,290 | $348,059 | $353,620 | +$5,561 | +1.60% | |
| Kestra Advisory Services, Llc | 0.00% | 7,194 | $248,139 | $247,225 | -$914 | -0.37% | |
| Copley Financial Group, Inc. | 0.14% | 7,003 | $236,876 | $240,661 | +$3,785 | +1.60% | |
| Allworth Financial Lp | 0.00% | 2,012 | $68,056 | $69,143 | +$1,087 | +1.60% | |
| Harbour Investments, Inc. | 0.00% | 1,959 | $66,263 | $67,322 | +$1,059 | +1.60% | |
| Sunbelt Securities, Inc. | 0.00% | 1,650 | $52,525 | $56,703 | +$4,178 | +7.95% | |
| Dhjj Financial Advisors, Ltd. | 0.01% | 680 | $23,455 | $23,368 | -$87 | -0.37% |
Frequently asked questions about PSMJ
Who are the largest institutional holders of PSMJ?
The largest institutional holders of PSMJ reported in the latest SEC Form 13F filings include Swan Global Investments, Llc, Pacer Advisors, Inc., Osaic Holdings, Inc., Lpl Financial Llc, and Rockefeller Capital Management L.P.. InsiderSet ranks institutional holders by their latest reported PSMJ position.
What is PSMJ institutional ownership?
This page tracks PSMJ positions reported by institutional investment managers through SEC Form 13F. PACER SWAN SOS MODERATE JULY (PSMJ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PSMJ?
InsiderSet currently tracks 16 institutional managers reporting PSMJ 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 PSMJ shareholders.
How much PSMJ stock do institutions own?
Institutional investment managers disclosed approximately $166.43M in PSMJ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PSMJ institutional ownership last updated?
The latest PSMJ 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 PSMJ 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 PSMJ position after the reporting date.
Are institutions buying or selling PSMJ?
Institutional buying and selling can be analyzed by comparing PSMJ positions across consecutive 13F reporting periods. InsiderSet's PSMJ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PSMJ ownership changes.
How has PSMJ institutional ownership changed over time?
InsiderSet tracks PSMJ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.