PACER FDS TR (PSMO)
Institutional ownership reported to the SEC as of Q2 2026, across 19 quarters.
14
Reporting holders
$92.9M
Reported value
0.0%
Held as options
-1
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 | $85.7M | 2,633,439 | 2.53% | 12q | -1.9%-$1.7M |
| Cetera Investment Advisers | $1.2M | 38,121 | 0.00% | 3q | -11.2%-$156.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.2M | 36,694 | 0.00% | 15q | HELD |
| OSAIC HOLDINGS, INC. | $1.1M | 35,082 | 0.00% | 18q | +9.0%+$94.6K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $607.3K | 18,667 | 0.08% | 19q | -2.3%-$14.2K |
| INDEPENDENT FINANCIAL GROUP, LLC | $591.5K | 18,180 | 0.01% | 6q | HELD |
| Sovran Advisors, LLC | $540.1K | 16,544 | 0.04% | 4q | +1.0%+$5.4K |
| OLD MISSION CAPITAL LLC | $508.4K | 15,627 | 0.01% | new | NEW |
| CITADEL ADVISORS LLC | $387.9K | 11,923 | 0.00% | 2q | -60.2%-$586.0K |
| Storen Legacy Partners, LLC | $368.5K | 11,325 | 0.10% | 3q | -7.5%-$30.0K |
| LPL Financial LLC | $312.4K | 9,602 | 0.00% | new | NEW |
| Socha Financial Group, LLC | $248.4K | 7,634 | 0.10% | 3q | +3.0%+$7.3K |
| Pacer Advisors, Inc. | $85.7K | 2,633,439 | 0.22% | 19q | -1.9%-$1.7K |
| UBS Group AG | $53.5K | 1,645 | 0.00% | new | NEW |
| Orion Capital Management LLC | $39.0K | 1,200 | 0.01% | 3q | 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 | 14 | $92.9M | 2,855,683 | 3 | 3 | 5 | 0.0% |
| Q1 2026 | 15 | $171.9M | 5,694,433 | 2 | 2 | 6 | 0.0% |
| Q4 2025 | 16 | $182.0M | 5,918,157 | 4 | 5 | 2 | 0.0% |
| Q3 2025 | 15 | $129.6M | 4,300,260 | 7 | 1 | 3 | 0.0% |
| Q2 2025 | 8 | $125.2M | 4,330,881 | 1 | 0 | 4 | 0.0% |
| Q1 2025 | 13 | $145.1M | 5,342,930 | 2 | 4 | 3 | 0.0% |
| Q4 2024 | 12 | $146.8M | 5,319,005 | 4 | 4 | 3 | 0.0% |
| Q3 2024 | 10 | $68.1M | 2,509,898 | 1 | 1 | 6 | 0.0% |
| Q2 2024 | 10 | $73.0M | 2,733,069 | 3 | 2 | 4 | 0.0% |
| Q1 2024 | 8 | $72.4M | 2,771,193 | 2 | 3 | 3 | 0.0% |
| Q4 2023 | 8 | $69.8M | 2,768,207 | 3 | 4 | 1 | 0.0% |
| Q3 2023 | 8 | $52.7M | 2,227,224 | 3 | 2 | 1 | 0.0% |
| Q2 2023 | 7 | $24.9M | 1,069,512 | 1 | 2 | 1 | 0.0% |
| Q1 2023 | 6 | $19.2M | 871,385 | 2 | 2 | 2 | 0.0% |
| Q4 2022 | 5 | $20.0M | 956,703 | 0 | 1 | 3 | 0.0% |
| Q3 2022 | 7 | $20.0M | 999,923 | 2 | 3 | 2 | 0.0% |
| Q2 2022 | 5 | $18.4M | 936,610 | 1 | 2 | 1 | 0.0% |
| Q1 2022 | 4 | $13.9M | 658,384 | 1 | 1 | 1 | 0.0% |
| Q4 2021 | 4 | $14.6M | 690,361 | 4 | 0 | 0 | 0.0% |