PACER SWAN SOS MODERATE JULY PSMJ
$33.75
-0.0% 52w: $29.12 – $33.83
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data29.1231.4733.83
Jun 20, 2025 Jul 2, 2026
Institutional holders
24
-1 QoQ
13F value
$151.2M
-5.6% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns PSMJ?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Pacer Advisors, Inc. | Diversified mechanical | 2.2M | $71.3M | 0.2% | -4.1% |
| Swan Global Investments, LLC | Wealth advisor | 2.2M | $71.3M | 3.8% | -4.1% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 50.8K | $1.6M | 0.0% | -19.1% |
| Kestra Advisory Services, LLC | Wealth advisor | 41.1K | $1.3M | 0.0% | -4.6% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 28.3K | $901K | 0.0% | Held |
| LPL Financial LLC | Bank broker | 26.5K | $843K | 0.0% | Held |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 21.9K | $696K | 0.0% | Held |
| Sovran Advisors, LLC | Wealth advisor | 12.1K | $403K | 0.0% | Held |
| Anfield Capital Management, LLC | Wealth advisor | 11.6K | $370K | 0.1% | -16.5% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | Wealth advisor | 11.6K | $370K | 0.1% | -0.1% |
| OLD MISSION CAPITAL LLC | Wealth advisor | 11.2K | $357K | 0.0% | +21.1% |
| Premier Private Wealth Management LLC | Wealth advisor | 10.3K | $328K | 0.3% | Held |
| CITADEL ADVISORS LLC | Multistrat pod | 10.3K | $327K | 0.0% | -12.9% |
| Ameritas Advisory Services, LLC | Wealth advisor | 10.0K | $318K | 0.0% | Held |
| Copley Financial Group, Inc. | Wealth advisor | 8.7K | $278K | 0.2% | -1.2% |
| Cetera Investment Advisers | Wealth advisor | 6.6K | $211K | 0.0% | -15.9% |
| Allworth Financial LP | Wealth advisor | 2.0K | $64K | 0.0% | Held |
| Advisory Services Network, LLC | Diversified mechanical | 2.0K | $64K | 0.0% | New |
| JPMORGAN CHASE & CO | Bank broker | 2.0K | $63K | 0.0% | -37.5% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 1.9K | $61K | 0.0% | -57.0% |
| Sunbelt Securities, Inc. | Diversified mechanical | 1.6K | $53K | 0.0% | Held |
| Realta Investment Advisors | Other | 1.1K | $37K | 0.0% | Held |
| UBS Group AG | Bank broker | 328 | $10K | 0.0% | -25.5% |
| DHJJ Financial Advisors, Ltd. | Wealth advisor | 50 | $2K | 0.0% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.