Who owns Pacer Swan SOS Moderate (January) ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of PSMD from SEC Form 13F filings across 16 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 16 institutions disclosed 4.9M shares of Pacer Swan SOS Moderate (January) ETF worth $87.3M — about 182.2% of shares outstanding; the largest disclosed holder is Swan Global Investments, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
16
13F holders
$87.3M
value, 2026 filers
182.2%
of shares outstanding (4.9M sh)
1
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of PSMD's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Swan Global Investments, LLC | 2.3M | $80.4M | 2.4% | 87.4% | -1.0% |
| 2 | Pacer Advisors, Inc. | 2.3M | $80,375 | 0.2% | 87.4% | -1.0% |
| 3 | OSAIC HOLDINGS, INC. | 48,060 | $1.6M | 0.0% | 1.8% | +6.8% |
| 4 | Insight Wealth Strategies, LLC | 40,170 | $1.4M | 0.1% | 1.5% | +55.6% |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 25,493 | $874,736 | 0.0% | 1% | -41.0% |
| 6 | Bravias Capital Group, LLC | 19,601 | $672,565 | 0.4% | 0.7% | 0.0% |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | 13,300 | $456,360 | 0.0% | 0.5% | 0.0% |
| 8 | Cetera Investment Advisers | 11,172 | $383,343 | 0.0% | 0.4% | 0.0% |
| 9 | Allie Family Office LLC | 10,369 | $355,789 | 0.1% | 0.4% | 0.0% |
| 10 | INDEPENDENT FINANCIAL GROUP, LLC | 7,950 | $272,787 | 0.0% | 0.3% | -11.9% |
| 11 | Sovran Advisors, LLC | 7,339 | $252,545 | 0.0% | 0.3% | 0.0% |
| 12 | Kestra Advisory Services, LLC | 6,430 | $220,631 | 0.0% | 0.2% | -3.0% |
| 13 | Cornerstone Wealth Group, LLC | 6,067 | $208,176 | 0.0% | 0.2% | 0.0% |
| 14 | UBS Group AGNEW | 3,290 | $112,890 | 0.0% | 0.1% | new |
| 15 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 1,170 | $40,146 | 0.0% | 0% | 0.0% |
| 16 | DHJJ Financial Advisors, Ltd. | 135 | $4,633 | 0.0% | 0% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.