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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 2026-03-31, 5,694,433 shares in all. 2 filers opened a position and 3 filers sold out during the quarter.

Managers
15
13F filers
15
New
2
Added
2
Reduced
6
Sold out
3
Shares held by filers
5,694,433

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
Swan Global Investments, LLCin group Swan Global Investments, LLC2,684,376$81M4.35%-116,05713F-HRTimelineGroup
Pacer Advisors, Inc.2,684,376$81M0.23%-116,05713F-HR/ATimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…99,422$3M0.83%-1,40813F-HRTimelineGroup
Cetera Investment Advisers42,941$1.3M<0.01%+43713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC36,694$1.11M<0.01%-6,30413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.32,174$971K<0.01%-3,30413F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC29,935$903K<0.01%new13F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC19,104$576K0.08%-47813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC18,180$549K0.01%013F-HR/ATimeline
Sovran Advisors, LLC16,378$521K0.04%013F-HRTimeline
Storen Legacy Partners, LLC12,247$370K0.12%013F-HRTimeline
Socha Financial Group, LLC7,409$224K0.11%+32413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC7,142$216K<0.01%013F-HRTimelineGroup
Advisory Services Network, LLC2,855$86.2K<0.01%new13F-HRTimeline
Orion Capital Management LLC1,200$36.2K0.01%013F-HRTimeline