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PSMO PACER FDS TR

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SWAN SOS MODRTE (fund)

15 managers (15 13F filers) reported a position in PSMO shares at 2026-06-30, 5,489,122 shares in all. 3 filers opened a position and 2 filers sold out during the quarter.

Managers
15
13F filers
15
New
3
Added
3
Reduced
6
Sold out
2
Shares held by filers
5,489,122

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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.2,633,439$85.7M0.22%-50,93713F-HRTimeline
Swan Global Investments, LLCin group Swan Global Investments, LLC2,633,439$85.7M3.91%-50,93713F-HRTimelineGroup
Cetera Investment Advisers38,121$1.24M<0.01%-4,82013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC36,694$1.19M<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.35,082$1.14M<0.01%+2,90813F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC18,667$607K0.08%-43713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC18,180$591K0.01%013F-HRTimeline
Sovran Advisors, LLC16,544$540K0.04%+16613F-HRTimeline
OLD MISSION CAPITAL LLC15,627$508K0.01%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,923$388K<0.01%-18,01213F-HRTimelineGroup
Storen Legacy Partners, LLC11,325$368K0.1%-92213F-HRTimeline
LPL Financial LLC9,602$312K<0.01%new13F-HRTimeline
Socha Financial Group, LLC7,634$248K0.1%+22513F-HRTimeline
UBS Group AGin group UBS Group AG1,645$53.5K<0.01%new13F-HRTimelineGroup
Orion Capital Management LLC1,200$39K0.01%013F-HRTimeline