ETF Holders

Who owns PSMO?

Buffer or defined outcome

Pacer Swan SOS Moderate (October) ETF · Pacer

15 institutions reported holding PSMO, worth $178.6M, in Form 13F filings for June 30, 2026.

13F holders
15
Institutional value
$178.6M
Change from prior quarter
+5.7%
+$9.7M, with price moves
New and sold-out firms
3 / 2
3 added, 6 trimmed

Top 10 institutional holders of PSMO

FirmLocationValueSharesChange
Pacer Advisors, Inc.Malvern, PA$85.7M2,633,439−50,937 shares
Swan Global Investments, LLCDurango, CO$85.7M2,633,439−50,937 shares
Cetera Investment AdvisersSchaumburg, IL$1.2M38,121−4,820 shares
Commonwealth Equity Services, LLCWaltham, MA$1.2M36,694No change
Osaic Holdings, Inc.Scottsdale, AZ$1.1M35,082+2,908 shares
Blue Bell Private Wealth Management, LLCBlue Bell, PA$607K18,667−437 shares
Independent Financial Group, LLCSan Diego, CA$591K18,180No change
Sovran Advisors, LLCSan Diego, CA$540K16,544+166 shares
Old Mission Capital LLCChicago, IL$508K15,627New position
Citadel Advisors LLCMiami, FL$388K11,923−18,012 shares
5 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns PSMO?

15 institutional managers reported holding PSMO in Form 13F filings for June 30, 2026, worth $178.6M in total. The largest reported position was held by Pacer Advisors, Inc., at $85.7M.

Did institutions buy or sell PSMO last quarter?

Reported 13F value rose 5.7% from March 31, 2026, which includes price moves as well as buying and selling. 3 firms reported a new position and 2 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is PSMO ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.