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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Pacer Advisors, Inc. | History | Reduced | 2,342,410 | 80,375 | 0.2% | 0.21% | 1 | -22,667 | -0.96% | Q2 2026 | Aug 13, 2026 |
| Swan Global Investments, LLC | History | Reduced | 2,342,410 | 80,368 | 2.37% | 2.52% | 2 | -22,667 | -0.96% | Q2 2026 | Aug 11, 2026 |
| Anfield Capital Management, LLC | History | No change | 77,774 | 2,480 | 0.68% | 0.68% | 3 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 48,060 | 1,648 | 0.0% | 0.0% | 4 | +3,055 | 6.79% | Q2 2026 | Aug 14, 2026 |
| Insight Wealth Strategies, LLC | History | Added to | 40,170 | 1,377 | 0.13% | 0.09% | 5 | +14,351 | 55.58% | Q2 2026 | Jul 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 25,493 | 874 | 0.0% | 0.0% | 6 | -17,696 | -40.97% | Q2 2026 | Aug 14, 2026 |
| Bravias Capital Group, LLC | History | No change | 19,601 | 672 | 0.4% | 0.41% | 7 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 13,300 | 456 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cetera Investment Advisers | History | No change | 11,172 | 383 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allie Family Office LLC | History | No change | 10,369 | 355 | 0.13% | 0.14% | 10 | 0 | 0.0% | Q2 2026 | Oct 02, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 7,950 | 272 | 0.01% | 0.01% | 11 | -1,070 | -11.86% | Q2 2026 | Jul 15, 2026 |
| Sovran Advisors, LLC | History | No change | 7,339 | 252 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 6,430 | 220 | 0.0% | 0.0% | 13 | -200 | -3.02% | Q2 2026 | Jul 28, 2026 |
| Cornerstone Wealth Group, LLC | History | No change | 6,067 | 208 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| UBS Group AG | History | New | 3,290 | 112 | 0.0% | — | 15 | +3,290 | New | Q2 2026 | Aug 13, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 1,170 | 40 | 0.0% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 135 | 4 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -46,258 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,741 | -100.0% | Q2 2026 | Sep 02, 2026 |