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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 2026-03-31, 4,749,289 shares in all. 1 filer opened a position and 2 filers sold out during the quarter.

Managers
24
13F filers
24
New
1
Added
1
Reduced
12
Sold out
2
Shares held by filers
4,749,289

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.2,238,543$71.3M0.2%-96,78913F-HR/ATimeline
Swan Global Investments, LLCin group Swan Global Investments, LLC2,238,543$71.3M3.82%-96,78913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.50,775$1.62M<0.01%-12,01313F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC41,133$1.31M<0.01%-1,99913F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…28,310$901K<0.01%013F-HRTimelineGroup
LPL Financial LLC26,470$843K<0.01%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC21,867$696K<0.01%013F-HRTimeline
Sovran Advisors, LLC12,135$403K0.03%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…11,633$370K0.1%-2,30713F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC11,629$370K0.05%-1113F-HRTimeline
OLD MISSION CAPITAL LLC11,208$357K0.01%+1,95413F-HRTimeline
Premier Private Wealth Management LLC10,290$328K0.35%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,279$327K<0.01%-1,52113F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…10,000$318K0.01%013F-HRTimelineGroup
Copley Financial Group, Inc.8,719$278K0.17%-10713F-HRTimeline
Cetera Investment Advisers6,639$211K<0.01%-1,25513F-HRTimeline
Allworth Financial LP2,012$64K<0.01%013F-HRTimeline
Advisory Services Network, LLC2,010$64K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,004$62.8K<0.01%-1,20013F-HR/ATimelineGroup
HARBOUR INVESTMENTS, INC.1,912$60.9K<0.01%-2,53613F-HRTimeline
Sunbelt Securities, Inc.1,650$52.5K<0.01%013F-HRTimeline
Realta Investment Advisors1,150$36.6K0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG328$10.4K<0.01%-11213F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.50$1.59K<0.01%013F-HRTimeline