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PSMJ PACER FDS TR

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SWAN SOS MODRTE (fund)

24 managers (24 13F filers) reported a position in PSMJ shares at 2025-03-31, 4,856,115 shares in all. 2 filers opened a position and 1 filer sold out during the quarter.

Managers
24
13F filers
24
New
2
Added
4
Reduced
10
Sold out
1
Shares held by filers
4,856,115

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
Pacer Advisors, Inc.2,229,019$62M0.15%-58,45413F-HRTimeline
Swan Global Investments, LLCin group Swan Global Investments, LLC2,229,019$62M3.15%-58,45413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.71,448$1.99M<0.01%+17,71713F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC53,599$1.49M<0.01%new13F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC43,181$1.2M0.01%+1,57513F-HRTimelineGroup
LPL Financial LLC38,253$1.06M<0.01%-9,43013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC28,930$805K<0.01%-2,48713F-HRTimeline
Cambridge Investment Research Advisors,…28,390$790K<0.01%-46813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…28,310$788K<0.01%013F-HRTimelineGroup
OLD MISSION CAPITAL LLC25,547$711K0.01%-24,82013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…14,028$390K0.14%-1013F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…13,300$370K0.01%013F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC11,142$310K0.06%-313F-HRTimeline
Copley Financial Group, Inc.10,821$301K0.23%-2,05313F-HR/ATimeline
INDEPENDENT FINANCIAL GROUP, LLC8,600$239K0.01%013F-HRTimeline
Ausdal Financial Partners, Inc.7,505$209K0.02%-20013F-HRTimeline
UBS Group AGin group UBS Group AG6,026$168K<0.01%new13F-HRTimelineGroup
Allworth Financial LP2,036$55.9K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,925$54.7K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,886$52.4K<0.01%+28613F-HRTimeline
Sunbelt Securities, Inc.1,650$45.9K<0.01%013F-HRTimeline
Realta Investment Advisors1,450$40.3K0.02%+45013F-HRTimeline
DHJJ Financial Advisors, Ltd.50$1.39K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.