# PACER FDS TR (PSMO)

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

- Reporting holders: 15
- Reported value: $179.0M
- 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 |
|---|---|---|---|---|
| [Pacer Advisors, Inc.](https://holderbook.com/funds/1616667-pacer-advisors-inc/) | $85.7M | 2,633,439 | 0.2% | 19 |
| [Swan Global Investments, LLC](https://holderbook.com/funds/1591505-swan-global-investments-llc/) | $85.7M | 2,633,439 | 2.5% | 12 |
| [Cetera Investment Advisers](https://holderbook.com/funds/1666741-cetera-investment-advisers/) | $1.2M | 38,121 | 0.0% | 3 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://holderbook.com/funds/312272-commonwealth-equity-services-llc/) | $1.2M | 36,694 | 0.0% | 15 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $1.1M | 35,082 | 0.0% | 18 |
| [CITADEL ADVISORS LLC](https://holderbook.com/funds/1423053-citadel-advisors-llc/) | $775.8K | 23,846 | 0.0% | 2 |
| [BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1352860-blue-bell-private-wealth-management-llc/) | $607.3K | 18,667 | 0.1% | 19 |
| [INDEPENDENT FINANCIAL GROUP, LLC](https://holderbook.com/funds/275484-independent-financial-group-llc/) | $591.5K | 18,180 | 0.0% | 6 |
| [Sovran Advisors, LLC](https://holderbook.com/funds/2051471-sovran-advisors-llc/) | $540.1K | 16,544 | 0.0% | 4 |
| [OLD MISSION CAPITAL LLC](https://holderbook.com/funds/1455915-old-mission-capital-llc/) | $508.4K | 15,627 | 0.0% | 1 |
| [Storen Legacy Partners, LLC](https://holderbook.com/funds/2116061-storen-legacy-partners-llc/) | $368.5K | 11,325 | 0.1% | 3 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $312.4K | 9,602 | 0.0% | 1 |
| [Socha Financial Group, LLC](https://holderbook.com/funds/1967966-socha-financial-group-llc/) | $248.4K | 7,634 | 0.1% | 3 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $53.5K | 1,645 | 0.0% | 1 |
| [Orion Capital Management LLC](https://holderbook.com/funds/1846758-orion-capital-management-llc/) | $39.0K | 1,200 | 0.0% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 15 | $179.0M |
| Q1 2026 | 15 | $171.9M |
| Q4 2025 | 16 | $182.0M |
| Q3 2025 | 16 | $130.8M |
| Q2 2025 | 10 | $155.2M |
| Q1 2025 | 15 | $168.3M |
| Q4 2024 | 13 | $149.1M |
| Q3 2024 | 11 | $68.9M |
| Q2 2024 | 11 | $73.8M |
| Q1 2024 | 9 | $73.2M |
| Q4 2023 | 9 | $71.0M |
| Q3 2023 | 9 | $53.4M |