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PSMD PACER FDS TR

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SWAN SOS MOD JAN (fund)

18 managers (18 13F filers) reported a position in PSMD shares at 2025-12-31, 4,398,232 shares in all. 3 filers opened a position and 1 filer sold out during the quarter.

Managers
18
13F filers
18
New
3
Added
3
Reduced
8
Sold out
1
Shares held by filers
4,398,232

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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, LLC2,095,017$68M3.22%-78,75313F-HRTimelineGroup
Pacer Advisors, Inc.2,054,300$66.7M0.17%-119,47013F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…54,774$1.78M<0.01%-14,91213F-HRTimelineGroup
Anfield Capital Management, LLCin group Anfield Capital Management, L…43,928$1.43M0.45%-1,04013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.36,336$1.18M<0.01%-16,88013F-HRTimelineGroup
Insight Wealth Strategies, LLC20,287$659K0.08%+5,98213F-HRTimeline
OLD MISSION CAPITAL LLC19,947$648K0.03%+5,98513F-HRTimeline
Bravias Capital Group, LLC19,601$636K0.38%-76713F-HRTimeline
Cetera Investment Advisers10,845$352K<0.01%+1,92213F-HRTimeline
Allie Family Office LLC10,369$337K0.16%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC9,020$293K0.01%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC7,776$252K<0.01%-4,62713F-HRTimeline
Sovran Advisors, LLC7,339$240K0.02%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC3,750$122K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,803$91K<0.01%new13F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1,232$40K0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG773$25.1K<0.01%-3,61213F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.135$4.38K<0.01%013F-HRTimeline