Pacer Funds Trust - PSMD
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Swan Global Investments, LLC | History | Reduced | 2,095,017 | 68,025 | 2.01% | 1.92% | 1 | -78,753 | -3.62% | Q4 2025 | Feb 11, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 2,054,300 | 66,692 | 0.17% | 0.17% | 2 | -119,470 | -5.5% | Q4 2025 | Feb 24, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 54,774 | 1,778 | 0.0% | 0.0% | 3 | -14,912 | -21.4% | Q4 2025 | Feb 17, 2026 |
| Anfield Capital Management, LLC | History | Reduced | 43,928 | 1,426 | 0.45% | 0.42% | 4 | -1,040 | -2.31% | Q4 2025 | Feb 03, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 36,336 | 1,179 | 0.0% | 0.0% | 5 | -16,880 | -31.72% | Q4 2025 | Feb 17, 2026 |
| Insight Wealth Strategies, LLC | History | Added to | 20,287 | 658 | 0.08% | 0.05% | 6 | +5,982 | 41.82% | Q4 2025 | Jan 02, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 19,947 | 647 | 0.01% | 0.01% | 7 | +5,985 | 42.87% | Q4 2025 | Feb 17, 2026 |
| Bravias Capital Group, LLC | History | Reduced | 19,601 | 636 | 0.38% | 0.43% | 8 | -767 | -3.77% | Q4 2025 | Jan 29, 2026 |
| Cetera Investment Advisers | History | Added to | 10,845 | 352 | 0.0% | 0.0% | 9 | +1,922 | 21.54% | Q4 2025 | Feb 17, 2026 |
| Allie Family Office LLC | History | No change | 10,369 | 336 | 0.16% | 0.16% | 10 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 7,776 | 252 | 0.0% | 0.0% | 11 | -4,627 | -37.31% | Q4 2025 | Feb 12, 2026 |
| Sovran Advisors, LLC | History | New | 7,339 | 240 | 0.02% | — | 12 | +7,339 | New | Q4 2025 | Jan 20, 2026 |
| Kestra Advisory Services, LLC | History | New | 3,750 | 121 | 0.0% | — | 13 | +3,750 | New | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | New | 2,803 | 90 | 0.0% | — | 14 | +2,803 | New | Q4 2025 | Feb 11, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 1,232 | 39 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| UBS Group AG | History | Reduced | 773 | 25 | 0.0% | 0.0% | 16 | -3,612 | -82.37% | Q4 2025 | Jan 29, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 135 | 4 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -24,748 | -100.0% | Q3 2025 | Nov 14, 2025 |