PACER FDS TR (PSMJ)
Institutional ownership reported to the SEC as of Q2 2026, across 20 quarters.
15
Reporting holders
$86.9M
Reported value
0.0%
Held as options
-9
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 | $79.4M | 2,347,266 | 2.35% | 12q | +4.9%+$3.7M |
| OSAIC HOLDINGS, INC. | $2.1M | 61,607 | 0.00% | 20q | +21.3%+$366.4K |
| LPL Financial LLC | $1.6M | 46,066 | 0.00% | 8q | +74.0%+$662.8K |
| Rockefeller Capital Management L.P. | $886.6K | 26,210 | 0.00% | 16q | -7.4%-$71.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | $734.4K | 21,711 | 0.00% | 16q | -0.7%-$5.3K |
| Ameritas Advisory Services, LLC | $449.9K | 13,300 | 0.01% | 3q | +33.0%+$111.6K |
| Sovran Advisors, LLC | $436.5K | 12,930 | 0.03% | 4q | +6.6%+$26.8K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $374.6K | 11,076 | 0.05% | 16q | -4.8%-$18.7K |
| Premier Private Wealth Management LLC | $348.1K | 10,290 | 0.30% | 3q | HELD |
| Kestra Advisory Services, LLC | $238.3K | 7,044 | 0.00% | 16q | -82.9%-$1.2M |
| Copley Financial Group, Inc. | $236.9K | 7,003 | 0.14% | 8q | -19.7%-$58.0K |
| Pacer Advisors, Inc. | $79.4K | 2,347,266 | 0.20% | 20q | +4.9%+$3.7K |
| Allworth Financial LP | $68.1K | 2,012 | 0.00% | 9q | HELD |
| HARBOUR INVESTMENTS, INC. | $66.3K | 1,959 | 0.00% | 8q | +2.5%+$1.6K |
| Realta Investment Advisors | $38.9K | 1,150 | 0.01% | 16q | HELD |
| DHJJ Financial Advisors, Ltd. | $1.7K | 50 | 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 | $86.9M | 2,569,674 | 0 | 6 | 5 | 0.0% |
| Q1 2026 | 24 | $151.2M | 4,749,289 | 1 | 1 | 11 | 0.0% |
| Q4 2025 | 25 | $160.2M | 4,974,647 | 4 | 2 | 11 | 0.0% |
| Q3 2025 | 24 | $165.0M | 5,229,370 | 6 | 5 | 6 | 0.0% |
| Q2 2025 | 22 | $133.0M | 4,384,703 | 1 | 4 | 14 | 0.0% |
| Q1 2025 | 21 | $133.5M | 4,798,795 | 2 | 4 | 6 | 0.0% |
| Q4 2024 | 19 | $138.5M | 4,871,566 | 1 | 4 | 5 | 0.0% |
| Q3 2024 | 21 | $146.1M | 5,230,748 | 4 | 5 | 5 | 0.0% |
| Q2 2024 | 19 | $98.3M | 3,659,556 | 4 | 2 | 8 | 0.0% |
| Q1 2024 | 17 | $99.8M | 3,803,911 | 4 | 7 | 4 | 0.0% |
| Q4 2023 | 16 | $80.4M | 3,226,726 | 4 | 3 | 5 | 0.0% |
| Q3 2023 | 18 | $66.9M | 2,881,176 | 7 | 5 | 1 | 0.0% |
| Q2 2023 | 13 | $29.4M | 1,245,145 | 2 | 3 | 2 | 0.0% |
| Q1 2023 | 15 | $27.6M | 1,261,047 | 2 | 1 | 8 | 0.0% |
| Q4 2022 | 12 | $26.1M | 1,256,112 | 3 | 2 | 4 | 0.0% |
| Q3 2022 | 13 | $26.4M | 1,331,913 | 9 | 3 | 0 | 0.0% |
| Q2 2022 | 7 | $19.5M | 961,220 | 2 | 1 | 1 | 0.0% |
| Q1 2022 | 6 | $14.4M | 675,349 | 1 | 1 | 2 | 0.0% |
| Q4 2021 | 5 | $9.9M | 464,755 | 1 | 1 | 2 | 0.0% |
| Q3 2021 | 6 | $15.8M | 766,959 | 6 | 0 | 0 | 0.0% |