Pacer Funds Trust - PSMO
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 | 2,633,439 | 85,678 | 0.22% | 0.23% | 1 | -50,937 | -1.9% | Q2 2026 | Aug 13, 2026 |
| Swan Global Investments, LLC | History | Reduced | 2,633,439 | 85,665 | 2.53% | 2.7% | 2 | -50,937 | -1.9% | Q2 2026 | Aug 11, 2026 |
| Anfield Capital Management, LLC | History | No change | 99,422 | 3,000 | 0.83% | 0.83% | 3 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Cetera Investment Advisers | History | Reduced | 38,121 | 1,240 | 0.0% | 0.0% | 4 | -4,820 | -11.22% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 36,694 | 1,193 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 35,082 | 1,141 | 0.0% | 0.0% | 6 | +2,908 | 9.04% | Q2 2026 | Aug 14, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 18,667 | 607 | 0.08% | 0.08% | 7 | -437 | -2.29% | Q2 2026 | Aug 05, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 18,180 | 591 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Sovran Advisors, LLC | History | Added to | 16,544 | 540 | 0.04% | 0.04% | 9 | +166 | 1.01% | Q2 2026 | Jul 29, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 15,627 | 508 | 0.01% | — | 10 | +15,627 | New | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 11,923 | 387 | 0.0% | 0.0% | 11 | -18,012 | -60.17% | Q2 2026 | Sep 02, 2026 |
| Storen Legacy Partners, LLC | History | Reduced | 11,325 | 368 | 0.1% | 0.12% | 12 | -922 | -7.53% | Q2 2026 | Jul 17, 2026 |
| LPL Financial LLC | History | New | 9,602 | 312 | 0.0% | — | 13 | +9,602 | New | Q2 2026 | Aug 07, 2026 |
| Socha Financial Group, LLC | History | Added to | 7,634 | 248 | 0.1% | 0.11% | 14 | +225 | 3.04% | Q2 2026 | Aug 05, 2026 |
| UBS Group AG | History | New | 1,645 | 53 | 0.0% | — | 15 | +1,645 | New | Q2 2026 | Aug 13, 2026 |
| Orion Capital Management LLC | History | No change | 1,200 | 39 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,142 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,855 | -100.0% | Q2 2026 | Aug 12, 2026 |