Pacer Swan SOS Moderate Janu ETF (PSMD): which funds own it

ETFData as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

Follow PSMD for free

Sections with a free account

No concentrated manager holds it.

Concentrated managers

—

All 13F: 16

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$34.31

+7.6% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

sold out 0 · trimmed 0added 0 · new 0

Concentrated managers holding it

None in the latest quarter.

Largest holders of PSMD (all 13F filers)

Swan Global Investments2.3 MType not verified−23 K
Pacer Advisors2.3 MIndex manager−23 K
Osaic Holdings48 KWealth adviser+3,055
Insight Wealth Strategies40 KWealth adviser+14 K
Susquehanna International Group, LLP25 KBank or trading desk−18 K
Bravias Capital Group20 KType not verified0
Commonwealth Equity Services13 KWealth adviser0
Cetera Investment Advisers11 KWealth adviser0
Allie Family Office10 KType not verified0
Independent Financial Group7,950Type not verified−1,070

Filer	Type
Swan Global Investments	Type not verified	2.3 M	−23 K	$80.4M
Pacer Advisors	Index manager	2.3 M	−23 K	$80.4M
Osaic Holdings	Wealth adviser	48 K	+3,055	$1.6M
Insight Wealth Strategies	Wealth adviser	40 K	+14 K	$1.4M
Susquehanna International Group, LLP	Bank or trading desk	25 K	−18 K	$875K
Bravias Capital Group	Type not verified	20 K	0	$673K
Commonwealth Equity Services	Wealth adviser	13 K	0	$456K
Cetera Investment Advisers	Wealth adviser	11 K	0	$383K
Allie Family Office	Type not verified	10 K	0	$356K
Independent Financial Group	Type not verified	7,950	−1,070	$273K

Swan Global Investments
Shares
2.3 M
Change
−23 K
See more
Type
Type not verified
Value
$80.4M
Pacer Advisors
Shares
2.3 M
Change
−23 K
See more
Type
Index manager
Value
$80.4M
Osaic Holdings
Shares
48 K
Change
+3,055
See more
Type
Wealth adviser
Value
$1.6M
Insight Wealth Strategies
Shares
40 K
Change
+14 K
See more
Type
Wealth adviser
Value
$1.4M
Susquehanna International Group, LLP
Shares
25 K
Change
−18 K
See more
Type
Bank or trading desk
Value
$875K
Bravias Capital Group
Shares
20 K
Change
0
See more
Type
Type not verified
Value
$673K
Commonwealth Equity Services
Shares
13 K
Change
0
See more
Type
Wealth adviser
Value
$456K
Cetera Investment Advisers
Shares
11 K
Change
0
See more
Type
Wealth adviser
Value
$383K
Allie Family Office
Shares
10 K
Change
0
See more
Type
Type not verified
Value
$356K
Independent Financial Group
Shares
7,950
Change
−1,070
See more
Type
Type not verified
Value
$273K

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗