PACER FDS TR (PSMD)
Institutional ownership reported to the SEC as of Q2 2026, across 22 quarters.
15
Reporting holders
$87.2M
Reported value
0.0%
Held as options
-3
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Swan Global Investments, LLC | $80.4M | 2,342,410 | 2.37% | 12q | -1.0%-$777.7K |
| OSAIC HOLDINGS, INC. | $1.6M | 48,060 | 0.00% | 20q | +6.8%+$104.8K |
| Insight Wealth Strategies, LLC | $1.4M | 40,170 | 0.13% | 6q | +55.6%+$492.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $874.7K | 25,493 | 0.00% | 4q | -41.0%-$607.2K |
| Bravias Capital Group, LLC | $672.6K | 19,601 | 0.40% | 7q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $456.4K | 13,300 | 0.00% | 14q | HELD |
| Cetera Investment Advisers | $383.3K | 11,172 | 0.00% | 4q | HELD |
| Allie Family Office LLC | $355.8K | 10,369 | 0.13% | 6q | HELD |
| INDEPENDENT FINANCIAL GROUP, LLC | $272.8K | 7,950 | 0.01% | 6q | -11.9%-$36.7K |
| Sovran Advisors, LLC | $252.5K | 7,339 | 0.02% | 3q | HELD |
| Kestra Advisory Services, LLC | $220.6K | 6,430 | 0.00% | 3q | -3.0%-$6.9K |
| Cornerstone Wealth Group, LLC | $208.2K | 6,067 | 0.01% | 2q | HELD |
| UBS Group AG | $112.9K | 3,290 | 0.00% | new | NEW |
| Pacer Advisors, Inc. | $80.4K | 2,342,410 | 0.20% | 20q | -1.0% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $40.1K | 1,170 | 0.01% | 14q | HELD |
| DHJJ Financial Advisors, Ltd. | $4.6K | 135 | 0.00% | 12q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 15 | $87.2M | 2,542,956 | 1 | 2 | 4 | 0.0% |
| Q1 2026 | 18 | $161.6M | 5,067,743 | 2 | 9 | 2 | 0.0% |
| Q4 2025 | 18 | $142.8M | 4,398,232 | 3 | 3 | 8 | 0.0% |
| Q3 2025 | 15 | $146.2M | 4,622,857 | 3 | 3 | 5 | 0.0% |
| Q2 2025 | 17 | $154.0M | 5,059,930 | 3 | 1 | 8 | 0.0% |
| Q1 2025 | 17 | $158.0M | 5,509,390 | 4 | 6 | 3 | 0.0% |
| Q4 2024 | 13 | $134.0M | 4,598,493 | 1 | 1 | 7 | 0.0% |
| Q3 2024 | 14 | $127.1M | 4,452,570 | 1 | 3 | 6 | 0.0% |
| Q2 2024 | 13 | $134.6M | 4,837,952 | 2 | 4 | 3 | 0.0% |
| Q1 2024 | 15 | $135.8M | 5,014,534 | 6 | 2 | 6 | 0.0% |
| Q4 2023 | 11 | $72.8M | 2,819,131 | 3 | 2 | 4 | 0.0% |
| Q3 2023 | 10 | $51.8M | 2,132,737 | 2 | 2 | 3 | 0.0% |
| Q2 2023 | 9 | $25.4M | 1,037,335 | 3 | 1 | 2 | 0.0% |
| Q1 2023 | 7 | $21.0M | 906,878 | 3 | 0 | 3 | 0.0% |
| Q4 2022 | 7 | $19.8M | 899,929 | 0 | 1 | 4 | 0.0% |
| Q3 2022 | 7 | $18.8M | 921,463 | 2 | 1 | 2 | 0.0% |
| Q2 2022 | 6 | $20.5M | 988,927 | 1 | 2 | 1 | 0.0% |
| Q1 2022 | 7 | $22.8M | 1,011,415 | 3 | 3 | 1 | 0.0% |
| Q4 2021 | 4 | $13.4M | 580,705 | 1 | 3 | 0 | 0.0% |
| Q3 2021 | 4 | $3.1M | 139,787 | 3 | 0 | 0 | 0.0% |
| Q2 2021 | 3 | $356.9K | 16,031 | 2 | 0 | 0 | 0.0% |
| Q1 2021 | 2 | $737.6K | 34,242 | 2 | 0 | 0 | 0.0% |