Who owns Pacer Swan SOS Moderate (July) ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of PSMJ 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 (July) ETF worth $87.0M — about 182.7% of shares outstanding; the largest disclosed holder is Swan Global Investments, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
16
13F holders
$87.0M
value, 2026 filers
182.7%
of shares outstanding (4.9M sh)
0
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 PSMJ's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Swan Global Investments, LLC | 2.3M | $79.4M | 2.3% | 87.2% | +4.9% |
| 2 | Pacer Advisors, Inc. | 2.3M | $79,396 | 0.2% | 87.2% | +4.9% |
| 3 | OSAIC HOLDINGS, INC. | 61,607 | $2.1M | 0.0% | 2.3% | +21.3% |
| 4 | LPL Financial LLC | 46,066 | $1.6M | 0.0% | 1.7% | +74.0% |
| 5 | Rockefeller Capital Management L.P. | 26,210 | $886,553 | 0.0% | 1% | -7.4% |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | 21,711 | $734,370 | 0.0% | 0.8% | -0.7% |
| 7 | Ameritas Advisory Services, LLC | 13,300 | $449,873 | 0.0% | 0.5% | +33.0% |
| 8 | Sovran Advisors, LLC | 12,930 | $436,543 | 0.0% | 0.5% | +6.6% |
| 9 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 11,076 | $374,646 | 0.0% | 0.4% | -4.8% |
| 10 | Premier Private Wealth Management LLC | 10,290 | $348,059 | 0.3% | 0.4% | 0.0% |
| 11 | Kestra Advisory Services, LLC | 7,044 | $238,263 | 0.0% | 0.3% | -82.9% |
| 12 | Copley Financial Group, Inc. | 7,003 | $236,876 | 0.1% | 0.3% | -19.7% |
| 13 | Allworth Financial LP | 2,012 | $68,056 | 0.0% | 0.1% | 0.0% |
| 14 | HARBOUR INVESTMENTS, INC. | 1,959 | $66,263 | 0.0% | 0.1% | +2.5% |
| 15 | Realta Investment Advisors | 1,150 | $38,899 | 0.0% | 0% | 0.0% |
| 16 | DHJJ Financial Advisors, Ltd. | 50 | $1,692 | 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.