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PSMR PACER FDS TR

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SWA MOD APR ETF (fund)

14 managers (14 13F filers) reported a position in PSMR shares at 2025-06-30, 5,792,522 shares in all. 1 filer opened a position and 4 filers sold out during the quarter.

Managers
14
13F filers
14
New
1
Added
2
Reduced
8
Sold out
4
Shares held by filers
5,792,522

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Swan Global Investments, LLCin group Swan Global Investments, LLC2,590,216$73.6M3.41%+649,93813F-HRTimelineGroup
Pacer Advisors, Inc.2,590,216$73.6M0.19%+649,93813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC310,896$8.84M0.04%-99,57913F-HRTimelineGroup
Anfield Capital Management, LLCin group Anfield Capital Management, L…98,243$2.79M0.92%-2,00613F-HRTimelineGroup
LPL Financial LLC56,706$1.61M<0.01%-9,46813F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC52,516$1.49M0.29%-45,04313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.32,402$921K<0.01%-12,35713F-HR/ATimelineGroup
Cornerstone Wealth Group, LLC25,329$720K0.05%013F-HRTimeline
Advisory Services Network, LLC14,920$428K0.01%-55013F-HRTimeline
OLD MISSION CAPITAL LLC10,678$304K0.01%-1,49313F-HRTimeline
INTEGRITY ALLIANCE, LLC.7,855$223K0.01%-7,85513F-HRTimeline
UBS Group AGin group UBS Group AG2,540$72.2K<0.01%new13F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.5$143<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.