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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Swan Global Investments, LLC | History | Added to | 2,800,433 | 86,141 | 2.55% | 1.76% | 1 | +713,367 | 34.18% | Q4 2025 | Feb 11, 2026 |
| Pacer Advisors, Inc. | History | Added to | 2,800,433 | 86,134 | 0.22% | 0.15% | 2 | +775,658 | 38.31% | Q4 2025 | Feb 24, 2026 |
| Anfield Capital Management, LLC | History | Added to | 100,830 | 3,101 | 0.98% | 0.15% | 3 | +84,268 | 508.8% | Q4 2025 | Feb 03, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 42,998 | 1,322 | 0.0% | 0.0% | 4 | +4,431 | 11.49% | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | New | 42,504 | 1,307 | 0.0% | — | 5 | +42,504 | New | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 35,478 | 1,091 | 0.0% | 0.0% | 6 | +49 | 0.14% | Q4 2025 | Feb 17, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 19,582 | 602 | 0.09% | 0.09% | 7 | -394 | -1.97% | Q4 2025 | Feb 09, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 18,180 | 559 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q4 2025 | May 14, 2026 |
| Sovran Advisors, LLC | History | Added to | 16,378 | 507 | 0.04% | 0.04% | 9 | +1,665 | 11.32% | Q4 2025 | Jan 20, 2026 |
| Storen Legacy Partners, LLC | History | New | 12,247 | 376 | 0.12% | — | 10 | +12,247 | New | Q4 2025 | Mar 05, 2026 |
| Allie Family Office LLC | History | New | 11,972 | 368 | 0.17% | — | 11 | +11,972 | New | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | No change | 7,142 | 219 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Socha Financial Group, LLC | History | New | 7,085 | 217 | 0.11% | — | 13 | +7,085 | New | Q4 2025 | Jan 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 1,677 | 51 | 0.0% | 0.0% | 14 | -664 | -28.36% | Q4 2025 | Feb 09, 2026 |
| Orion Capital Management LLC | History | New | 1,200 | 36 | 0.01% | — | 15 | +1,200 | New | Q4 2025 | Feb 03, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -24,519 | -100.0% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,970 | -100.0% | Q4 2025 | Mar 25, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,673 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,405 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Mar 16, 2026 |