Who owns Pacer Swan SOS Moderate (April) ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of PSMR from SEC Form 13F filings across 14 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, 14 institutions disclosed 5.1M shares of Pacer Swan SOS Moderate (April) ETF worth $85.3M — about 181.9% of shares outstanding; the largest disclosed holder is Swan Global Investments, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
14
13F holders
$85.3M
value, 2026 filers
181.9%
of shares outstanding (5.1M sh)
2
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 PSMR's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Swan Global Investments, LLC | 2.4M | $77.6M | 2.3% | 86.7% | +6.0% |
| 2 | Pacer Advisors, Inc. | 2.4M | $77,630 | 0.2% | 86.7% | +6.0% |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 55,016 | $1.8M | 0.0% | 2% | -20.3% |
| 4 | Storen Legacy Partners, LLC | 43,215 | $1.4M | 0.4% | 1.6% | -1.4% |
| 5 | LPL Financial LLC | 39,938 | $1.3M | 0.0% | 1.4% | -7.6% |
| 6 | OSAIC HOLDINGS, INC. | 26,263 | $845,398 | 0.0% | 0.9% | +73.5% |
| 7 | Foundations Investment Advisors, LLCNEW | 21,440 | $690,149 | 0.0% | 0.8% | new |
| 8 | Cornerstone Wealth Group, LLC | 16,459 | $529,812 | 0.0% | 0.6% | 0.0% |
| 9 | OLD MISSION CAPITAL LLC | 14,351 | $461,955 | 0.0% | 0.5% | -44.1% |
| 10 | Advisory Services Network, LLC | 10,845 | $349,098 | 0.0% | 0.4% | -7.5% |
| 11 | INTEGRITY ALLIANCE, LLC. | 6,855 | $220,661 | 0.0% | 0.2% | -12.7% |
| 12 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 500 | $16,095 | 0.0% | 0% | +400.0% |
| 13 | DHJJ Financial Advisors, Ltd. | 5 | $161 | 0.0% | 0% | 0.0% |
| 14 | Winthrop Capital Management, LLCNEW | 2 | $0 | 0.0% | 0% | new |
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.