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PSMR PACER FDS TR

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SWA MOD APR ETF (fund)

17 managers (17 13F filers) reported a position in PSMR shares at 2025-03-31, 4,718,700 shares in all. 3 filers opened a position and 2 filers sold out during the quarter.

Managers
17
13F filers
17
New
3
Added
4
Reduced
6
Sold out
2
Shares held by filers
4,718,700

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
Swan Global Investments, LLCin group Swan Global Investments, LLC1,940,278$52.7M2.67%-50,87713F-HRTimelineGroup
Pacer Advisors, Inc.1,940,278$52.7M0.13%-50,87713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC410,475$11.1M0.05%new13F-HRTimelineGroup
Anfield Capital Management, LLCin group Anfield Capital Management, L…100,249$2.72M1%-2213F-HRTimelineGroup
BRASS TAX WEALTH MANAGEMENT, INC97,559$2.65M0.56%+67413F-HRTimeline
LPL Financial LLC66,174$1.8M<0.01%+1,89213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.44,759$1.21M<0.01%+11,22913F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC42,233$1.15M<0.01%+31,55913F-HRTimelineGroup
Cornerstone Wealth Group, LLC25,329$687K0.06%013F-HRTimeline
INTEGRITY ALLIANCE, LLC.15,710$426K0.02%new13F-HRTimeline
Advisory Services Network, LLC15,470$420K0.01%-22513F-HRTimeline
OLD MISSION CAPITAL LLC12,171$330K0.01%-5,25713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC7,519$204K0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC400$11.2K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO91$2.47K<0.01%-913F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.5$136<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.