PSMR Institutional Ownership & Shareholders
PACER SWAN SOS MODERATE APR (PSMR) is currently held by 15 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $165.62M 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 PSMR tracked by InsiderSet, reporting ownership valued at approximately $77.63M 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 $79.50M, representing an estimated gain of +2.41% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed PSMR value among the investors covered in this analysis. Major shareholders include Swan Global Investments, Llc, Pacer Advisors, Inc., Anfield Capital Management, Llc, and several other long-term asset managers with concentrated positions in PACER SWAN SOS MODERATE APR (PSMR).
This page ranks the largest institutional PSMR 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
15
Total Reported Value
$165.62M
Largest Holder
Swan Global Investments, Llc
Largest Position
$77.63M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
20
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 | 3.54% | 2,411,647 | $77,630,917 | $79,499,943 | +$1,869,026 | +2.41% | |
| Pacer Advisors, Inc. | 0.20% | 2,411,647 | $77,630,000 | $79,499,943 | +$1,869,943 | +2.41% | |
| Anfield Capital Management, Llc | 0.72% | 86,208 | $2,618,999 | $2,841,847 | +$222,848 | +8.51% | |
| Susquehanna International Group, Llp | 0.00% | 55,016 | $1,770,954 | $1,813,602 | +$42,648 | +2.41% | |
| Storen Legacy Partners, Llc | 0.38% | 43,215 | $1,391,082 | $1,424,582 | +$33,500 | +2.41% | |
| Lpl Financial Llc | 0.00% | 39,938 | $1,285,596 | $1,316,556 | +$30,960 | +2.41% | |
| Osaic Holdings, Inc. | 0.00% | 26,263 | $845,398 | $865,760 | +$20,362 | +2.41% | |
| Foundations Investment Advisors, Llc | 0.01% | 21,440 | $690,149 | $706,770 | +$16,621 | +2.41% | |
| Cornerstone Wealth Group, Llc | 0.03% | 16,459 | $541,901 | $542,571 | +$670 | +0.12% | |
| Old Mission Capital Llc | 0.01% | 14,351 | $461,955 | $473,081 | +$11,126 | +2.41% | |
| Advisory Services Network, Llc | 0.00% | 10,845 | $349,098 | $357,505 | +$8,407 | +2.41% | |
| Integrity Alliance, Llc. | 0.01% | 6,855 | $225,696 | $225,975 | +$279 | +0.12% | |
| Signature Equity Partners, Llc | 0.06% | 4,955 | $163,140 | $163,342 | +$202 | +0.12% | |
| Blue Bell Private Wealth Management, Llc | 0.00% | 500 | $16,462 | $16,483 | +$21 | +0.12% | |
| Dhjj Financial Advisors, Ltd. | 0.00% | 5 | $165 | $165 | -$0 | -0.11% |
Frequently asked questions about PSMR
Who are the largest institutional holders of PSMR?
The largest institutional holders of PSMR reported in the latest SEC Form 13F filings include Swan Global Investments, Llc, Pacer Advisors, Inc., Anfield Capital Management, Llc, Susquehanna International Group, Llp, and Storen Legacy Partners, Llc. InsiderSet ranks institutional holders by their latest reported PSMR position.
What is PSMR institutional ownership?
This page tracks PSMR positions reported by institutional investment managers through SEC Form 13F. PACER SWAN SOS MODERATE APR (PSMR) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PSMR?
InsiderSet currently tracks 15 institutional managers reporting PSMR 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 PSMR shareholders.
How much PSMR stock do institutions own?
Institutional investment managers disclosed approximately $165.62M in PSMR holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PSMR institutional ownership last updated?
The latest PSMR 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 PSMR 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 PSMR position after the reporting date.
Are institutions buying or selling PSMR?
Institutional buying and selling can be analyzed by comparing PSMR positions across consecutive 13F reporting periods. InsiderSet's PSMR Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PSMR ownership changes.
How has PSMR institutional ownership changed over time?
InsiderSet tracks PSMR institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.