# PACER FDS TR (PSMJ)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/PSMJ/

- Reporting holders: 16
- Reported value: $166.3M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Swan Global Investments, LLC](https://holderbook.com/funds/1591505-swan-global-investments-llc/) | $79.4M | 2,347,266 | 2.3% | 12 |
| [Pacer Advisors, Inc.](https://holderbook.com/funds/1616667-pacer-advisors-inc/) | $79.4M | 2,347,266 | 0.2% | 20 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $2.1M | 61,607 | 0.0% | 20 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $1.6M | 46,066 | 0.0% | 8 |
| [Rockefeller Capital Management L.P.](https://holderbook.com/funds/1739439-rockefeller-capital-management-l-p/) | $886.6K | 26,210 | 0.0% | 16 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://holderbook.com/funds/312272-commonwealth-equity-services-llc/) | $734.4K | 21,711 | 0.0% | 16 |
| [Ameritas Advisory Services, LLC](https://holderbook.com/funds/1901275-ameritas-advisory-services-llc/) | $449.9K | 13,300 | 0.0% | 3 |
| [Sovran Advisors, LLC](https://holderbook.com/funds/2051471-sovran-advisors-llc/) | $436.5K | 12,930 | 0.0% | 4 |
| [BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1352860-blue-bell-private-wealth-management-llc/) | $374.6K | 11,076 | 0.0% | 16 |
| [Premier Private Wealth Management LLC](https://holderbook.com/funds/2056550-premier-private-wealth-management-llc/) | $348.1K | 10,290 | 0.3% | 3 |
| [Kestra Advisory Services, LLC](https://holderbook.com/funds/1830819-kestra-advisory-services-llc/) | $238.3K | 7,044 | 0.0% | 16 |
| [Copley Financial Group, Inc.](https://holderbook.com/funds/2045258-copley-financial-group-inc/) | $236.9K | 7,003 | 0.1% | 8 |
| [Allworth Financial LP](https://holderbook.com/funds/1555170-allworth-financial-lp/) | $68.1K | 2,012 | 0.0% | 9 |
| [HARBOUR INVESTMENTS, INC.](https://holderbook.com/funds/810121-harbour-investments-inc/) | $66.3K | 1,959 | 0.0% | 8 |
| [Realta Investment Advisors](https://holderbook.com/funds/1776792-realta-investment-advisors/) | $38.9K | 1,150 | 0.0% | 16 |
| [DHJJ Financial Advisors, Ltd.](https://holderbook.com/funds/1844716-dhjj-financial-advisors-ltd/) | $1.7K | 50 | 0.0% | 12 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 16 | $166.3M |
| Q1 2026 | 24 | $151.2M |
| Q4 2025 | 25 | $160.2M |
| Q3 2025 | 25 | $165.9M |
| Q2 2025 | 24 | $134.7M |
| Q1 2025 | 23 | $135.1M |
| Q4 2024 | 21 | $140.2M |
| Q3 2024 | 23 | $148.5M |
| Q2 2024 | 21 | $100.1M |
| Q1 2024 | 19 | $101.6M |
| Q4 2023 | 18 | $82.5M |
| Q3 2023 | 19 | $68.2M |