Who owns Pacer Swan SOS Moderate (October) ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of PSMO from SEC Form 13F filings across 15 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, 15 institutions disclosed 5.5M shares of Pacer Swan SOS Moderate (October) ETF worth $93.0M — about 180% of shares outstanding; the largest disclosed holder is Swan Global Investments, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
15
13F holders
$93.0M
value, 2026 filers
180%
of shares outstanding (5.5M sh)
3
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 PSMO's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Swan Global Investments, LLC | 2.6M | $85.7M | 2.5% | 86.3% | -1.9% |
| 2 | Pacer Advisors, Inc. | 2.6M | $85,678 | 0.2% | 86.3% | -1.9% |
| 3 | Cetera Investment Advisers | 38,121 | $1.2M | 0.0% | 1.2% | -11.2% |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | 36,694 | $1.2M | 0.0% | 1.2% | 0.0% |
| 5 | OSAIC HOLDINGS, INC. | 35,082 | $1.1M | 0.0% | 1.2% | +9.0% |
| 6 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 18,667 | $607,325 | 0.1% | 0.6% | -2.3% |
| 7 | INDEPENDENT FINANCIAL GROUP, LLC | 18,180 | $591,481 | 0.0% | 0.6% | 0.0% |
| 8 | Sovran Advisors, LLC | 16,544 | $540,079 | 0.0% | 0.5% | +1.0% |
| 9 | OLD MISSION CAPITAL LLCNEW | 15,627 | $508,419 | 0.0% | 0.5% | new |
| 10 | CITADEL ADVISORS LLC | 11,923 | $387,911 | 0.0% | 0.4% | -60.2% |
| 11 | Storen Legacy Partners, LLC | 11,325 | $368,455 | 0.1% | 0.4% | -7.5% |
| 12 | LPL Financial LLCNEW | 9,602 | $312,398 | 0.0% | 0.3% | new |
| 13 | Socha Financial Group, LLC | 7,634 | $248,370 | 0.1% | 0.3% | +3.0% |
| 14 | UBS Group AGNEW | 1,645 | $53,520 | 0.0% | 0.1% | new |
| 15 | Orion Capital Management LLC | 1,200 | $39,042 | 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.