PACER SWAN SOS MODERATE APR PSMR
$32.19
+0.0% 52w: $27.99 – $32.19
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data27.9930.0932.19
Jun 20, 2025 Jul 2, 2026
Institutional holders
15
+1 QoQ
13F value
$148.2M
-2.6% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns PSMR?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Swan Global Investments, LLC | Wealth advisor | 2.3M | $69.1M | 3.7% | -4.1% |
| Pacer Advisors, Inc. | Diversified mechanical | 2.3M | $69.1M | 0.2% | -4.1% |
| Anfield Capital Management, LLC | Wealth advisor | 86.2K | $2.6M | 0.7% | -6.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 69.1K | $2.1M | 0.0% | +7.1% |
| Storen Legacy Partners, LLC | Wealth advisor | 43.8K | $1.3M | 0.4% | -0.8% |
| LPL Financial LLC | Bank broker | 43.2K | $1.3M | 0.0% | -1.6% |
| OLD MISSION CAPITAL LLC | Wealth advisor | 25.7K | $780K | 0.0% | -24.7% |
| Cornerstone Wealth Group, LLC | Other | 16.5K | $517K | 0.0% | -35.0% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 15.1K | $460K | 0.0% | -48.1% |
| Advisory Services Network, LLC | Diversified mechanical | 11.7K | $356K | 0.0% | -12.5% |
| CITADEL ADVISORS LLC | Multistrat pod | 9.3K | $284K | 0.0% | New |
| INTEGRITY ALLIANCE, LLC. | Wealth advisor | 7.9K | $239K | 0.0% | Held |
| UBS Group AG | Bank broker | 960 | $29K | 0.0% | -10.2% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | Wealth advisor | 100 | $3K | 0.0% | New |
| DHJJ Financial Advisors, Ltd. | Wealth advisor | 5 | $152 | 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.