PSMO Institutional Ownership & Shareholders
PACER SWAN SOS MOD OCT ETF (PSMO) is currently held by 16 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $181.58M 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 PSMO tracked by InsiderSet, reporting ownership valued at approximately $85.68M 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 $89.31M, representing an estimated gain of +4.24% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 99% of the total disclosed PSMO 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 MOD OCT ETF (PSMO).
This page ranks the largest institutional PSMO 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
$181.58M
Largest Holder
Pacer Advisors, Inc.
Largest Position
$85.68M
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. | 0.22% | 2,633,439 | $85,678,000 | $89,313,084 | +$3,635,084 | +4.24% | |
| Swan Global Investments, Llc | 3.91% | 2,633,439 | $85,665,771 | $89,313,084 | +$3,647,313 | +4.26% | |
| Anfield Capital Management, Llc | 0.83% | 99,422 | $3,000,168 | $3,371,897 | +$371,729 | +12.39% | |
| Cetera Investment Advisers | 0.00% | 38,121 | $1,240,255 | $1,292,874 | +$52,619 | +4.24% | |
| Commonwealth Equity Services, Llc | 0.00% | 36,694 | $1,193,830 | $1,244,477 | +$50,647 | +4.24% | |
| Osaic Holdings, Inc. | 0.00% | 35,082 | $1,141,191 | $1,189,806 | +$48,615 | +4.26% | |
| Blue Bell Private Wealth Management, Llc | 0.08% | 18,667 | $607,325 | $633,091 | +$25,766 | +4.24% | |
| Independent Financial Group, Llc | 0.01% | 18,180 | $591,481 | $616,575 | +$25,094 | +4.24% | |
| Sovran Advisors, Llc | 0.04% | 16,544 | $540,079 | $561,090 | +$21,011 | +3.89% | |
| Old Mission Capital Llc | 0.01% | 15,627 | $508,419 | $529,990 | +$21,571 | +4.24% | |
| Citadel Advisors Llc | 0.00% | 11,923 | $387,911 | $404,369 | +$16,458 | +4.24% | |
| Storen Legacy Partners, Llc | 0.10% | 11,325 | $368,455 | $384,087 | +$15,632 | +4.24% | |
| Lpl Financial Llc | 0.00% | 9,602 | $312,398 | $325,652 | +$13,254 | +4.24% | |
| Socha Financial Group, Llc | 0.10% | 7,634 | $248,370 | $258,907 | +$10,537 | +4.24% | |
| Ubs Group Ag | 0.00% | 1,645 | $53,520 | $55,790 | +$2,270 | +4.24% | |
| Orion Capital Management Llc | 0.01% | 1,200 | $39,042 | $40,698 | +$1,656 | +4.24% |
Frequently asked questions about PSMO
Who are the largest institutional holders of PSMO?
The largest institutional holders of PSMO reported in the latest SEC Form 13F filings include Pacer Advisors, Inc., Swan Global Investments, Llc, Anfield Capital Management, Llc, Cetera Investment Advisers, and Commonwealth Equity Services, Llc. InsiderSet ranks institutional holders by their latest reported PSMO position.
What is PSMO institutional ownership?
This page tracks PSMO positions reported by institutional investment managers through SEC Form 13F. PACER SWAN SOS MOD OCT ETF (PSMO) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PSMO?
InsiderSet currently tracks 16 institutional managers reporting PSMO 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 PSMO shareholders.
How much PSMO stock do institutions own?
Institutional investment managers disclosed approximately $181.58M in PSMO holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PSMO institutional ownership last updated?
The latest PSMO 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 PSMO 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 PSMO position after the reporting date.
Are institutions buying or selling PSMO?
Institutional buying and selling can be analyzed by comparing PSMO positions across consecutive 13F reporting periods. InsiderSet's PSMO Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PSMO ownership changes.
How has PSMO institutional ownership changed over time?
InsiderSet tracks PSMO institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.