PACER SWAN SOS MODERATE JANU PSMD
$34.32
+0.0% 52w: $29.78 – $34.32
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data29.7832.0534.32
Jun 20, 2025 Jul 2, 2026
Institutional holders
18
+0 QoQ
13F value
$161.6M
+13.2% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns PSMD?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Swan Global Investments, LLC | Wealth advisor | 2.4M | $75.4M | 4.0% | +12.9% |
| Pacer Advisors, Inc. | Diversified mechanical | 2.4M | $75.4M | 0.2% | +15.1% |
| Anfield Capital Management, LLC | Wealth advisor | 77.8K | $2.5M | 0.7% | +77.0% |
| OLD MISSION CAPITAL LLC | Wealth advisor | 46.3K | $1.5M | 0.0% | +131.9% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 45.0K | $1.4M | 0.0% | +23.9% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 43.2K | $1.4M | 0.0% | -21.2% |
| Insight Wealth Strategies, LLC | Wealth advisor | 25.8K | $823K | 0.1% | +27.3% |
| Bravias Capital Group, LLC | Wealth advisor | 19.6K | $625K | 0.4% | Held |
| CITADEL ADVISORS LLC | Multistrat pod | 14.7K | $470K | 0.0% | New |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 13.3K | $424K | 0.0% | +71.0% |
| Cetera Investment Advisers | Wealth advisor | 11.2K | $356K | 0.0% | +3.0% |
| Allie Family Office LLC | Wealth advisor | 10.4K | $331K | 0.1% | Held |
| INDEPENDENT FINANCIAL GROUP, LLC | Wealth advisor | 9.0K | $288K | 0.0% | Held |
| Sovran Advisors, LLC | Wealth advisor | 7.3K | $246K | 0.0% | Held |
| Kestra Advisory Services, LLC | Wealth advisor | 6.6K | $211K | 0.0% | +76.8% |
| Cornerstone Wealth Group, LLC | Other | 6.1K | $202K | 0.0% | New |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | Wealth advisor | 1.2K | $37K | 0.0% | -5.0% |
| DHJJ Financial Advisors, Ltd. | Wealth advisor | 135 | $4K | 0.0% | Held |
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