PACER FDS TR (PSMR)
Institutional ownership reported to the SEC as of Q2 2026, across 21 quarters.
13
Reporting holders
$85.2M
Reported value
0.0%
Held as options
-2
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 | $77.6M | 2,411,647 | 2.29% | 12q | +6.0%+$4.4M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.8M | 55,016 | 0.00% | 4q | -20.3%-$451.8K |
| Storen Legacy Partners, LLC | $1.4M | 43,215 | 0.38% | 3q | -1.4%-$19.7K |
| LPL Financial LLC | $1.3M | 39,938 | 0.00% | 9q | -7.6%-$105.8K |
| OSAIC HOLDINGS, INC. | $845.4K | 26,263 | 0.00% | 21q | +73.5%+$358.1K |
| Foundations Investment Advisors, LLC | $690.1K | 21,440 | 0.01% | new | NEW |
| Cornerstone Wealth Group, LLC | $529.8K | 16,459 | 0.03% | 10q | HELD |
| OLD MISSION CAPITAL LLC | $462.0K | 14,351 | 0.01% | 7q | -44.1%-$365.0K |
| Advisory Services Network, LLC | $349.1K | 10,845 | 0.00% | 11q | -7.5%-$28.2K |
| INTEGRITY ALLIANCE, LLC. | $220.7K | 6,855 | 0.01% | 6q | -12.7%-$32.2K |
| Pacer Advisors, Inc. | $77.6K | 2,411,647 | 0.20% | 20q | +6.0%+$4.4K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $16.1K | 500 | 0.00% | 2q | +400.0%+$12.9K |
| DHJJ Financial Advisors, Ltd. | $161 | 5 | 0.00% | 12q | HELD |
| Winthrop Capital Management, LLC | $0 | 2 | 0.00% | new | NEW |
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 | 13 | $85.2M | 2,646,536 | 2 | 3 | 6 | 0.0% |
| Q1 2026 | 15 | $148.2M | 4,878,517 | 2 | 1 | 10 | 0.0% |
| Q4 2025 | 14 | $152.1M | 5,104,449 | 1 | 2 | 7 | 0.0% |
| Q3 2025 | 14 | $157.7M | 5,391,978 | 2 | 2 | 7 | 0.0% |
| Q2 2025 | 13 | $164.7M | 5,792,522 | 1 | 2 | 8 | 0.0% |
| Q1 2025 | 16 | $128.1M | 4,718,700 | 2 | 4 | 5 | 0.0% |
| Q4 2024 | 14 | $121.9M | 4,366,287 | 3 | 3 | 5 | 0.0% |
| Q3 2024 | 14 | $134.6M | 4,916,539 | 1 | 4 | 4 | 0.0% |
| Q2 2024 | 14 | $126.5M | 4,809,310 | 6 | 4 | 2 | 0.0% |
| Q1 2024 | 11 | $68.6M | 2,689,966 | 4 | 2 | 2 | 0.0% |
| Q4 2023 | 8 | $62.7M | 2,515,108 | 2 | 2 | 2 | 0.0% |
| Q3 2023 | 8 | $51.0M | 2,197,427 | 3 | 3 | 1 | 0.0% |
| Q2 2023 | 6 | $24.4M | 1,039,939 | 1 | 3 | 0 | 0.0% |
| Q1 2023 | 4 | $14.2M | 637,229 | 0 | 1 | 1 | 0.0% |
| Q4 2022 | 4 | $17.0M | 796,959 | 0 | 0 | 1 | 0.0% |
| Q3 2022 | 5 | $17.1M | 845,661 | 1 | 3 | 0 | 0.0% |
| Q2 2022 | 5 | $16.2M | 790,413 | 1 | 1 | 1 | 0.0% |
| Q1 2022 | 5 | $15.4M | 684,690 | 1 | 2 | 0 | 0.0% |
| Q4 2021 | 6 | $5.7M | 258,050 | 0 | 0 | 3 | 0.0% |
| Q3 2021 | 6 | $7.7M | 358,804 | 3 | 1 | 0 | 0.0% |
| Q2 2021 | 4 | $735.2K | 34,261 | 4 | 0 | 0 | 0.0% |