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PSMD PACER FDS TR

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SWAN SOS MOD JAN (fund)

19 managers (19 13F filers) reported a position in PSMD shares at 2025-03-31, 5,538,210 shares in all. 4 filers opened a position and 1 filer sold out during the quarter.

Managers
19
13F filers
19
New
4
Added
7
Reduced
3
Sold out
1
Shares held by filers
5,538,210

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Swan Global Investments, LLCin group Swan Global Investments, LLC2,448,997$70.2M3.56%+401,21713F-HRTimelineGroup
Pacer Advisors, Inc.2,448,997$70.2M0.17%+401,21713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC368,849$10.6M0.05%+27,13313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.58,693$1.68M<0.01%+17,21713F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC56,584$1.62M<0.01%+46,46713F-HRTimelineGroup
Anfield Capital Management, LLCin group Anfield Capital Management, L…55,450$1.59M0.59%-99413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC28,820$826K<0.01%+15,73813F-HRTimeline
Bravias Capital Group, LLC20,368$584K0.47%013F-HRTimeline
Allie Family Office LLC15,524$445K0.24%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.11,073$318K<0.01%+2,75013F-HRTimeline
LPL Financial LLC7,715$221K<0.01%-6,31313F-HRTimeline
Insight Wealth Strategies, LLC7,662$220K0.03%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC7,020$201K0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1,273$36.5K0.01%-2113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC800$23.3K<0.01%013F-HRTimelineGroup
Sound Income Strategies, LLC150$4.3K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.135$3.87K<0.01%013F-HRTimeline
Realta Investment Advisors100$2.87K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.