PACER FDS TR (PSMJ)
Institutional ownership reported to the SEC as of Q2 2026, across 20 quarters.
16
Reporting holders
$166.3M
Reported value
0.0%
Calls
0.0%
Puts
-8
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Swan Global Investments, LLC | $79.4M | 2,347,266 | 2.35% | 12q | +4.9%+$3.7M |
| Pacer Advisors, Inc. | $79.4M | 2,347,266 | 0.20% | 20q | +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 |
| 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 | 16 | $166.3M | 4,916,940 | 0 | 7 | 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 | 25 | $165.9M | 5,255,981 | 6 | 5 | 7 | 0.0% |
| Q2 2025 | 24 | $134.7M | 4,440,233 | 1 | 4 | 16 | 0.0% |
| Q1 2025 | 23 | $135.1M | 4,856,115 | 2 | 4 | 8 | 0.0% |
| Q4 2024 | 21 | $140.2M | 4,931,841 | 1 | 4 | 7 | 0.0% |
| Q3 2024 | 23 | $148.5M | 5,316,177 | 4 | 6 | 6 | 0.0% |
| Q2 2024 | 21 | $100.1M | 3,728,146 | 4 | 2 | 9 | 0.0% |
| Q1 2024 | 19 | $101.6M | 3,873,126 | 4 | 7 | 6 | 0.0% |
| Q4 2023 | 18 | $82.5M | 3,310,878 | 5 | 3 | 6 | 0.0% |
| Q3 2023 | 19 | $68.2M | 2,936,562 | 7 | 6 | 1 | 0.0% |
| Q2 2023 | 14 | $30.5M | 1,294,940 | 2 | 3 | 3 | 0.0% |
| Q1 2023 | 17 | $29.4M | 1,344,939 | 2 | 1 | 8 | 0.0% |
| Q4 2022 | 15 | $28.1M | 1,350,705 | 4 | 2 | 5 | 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% |