18 institutions reported holding $167.6M of PACER SWAN SOS MODERATE (JANUARY) ETF (PSMD) in SEC 13F filings for 2026-06-30. Largest institutional holders: Pacer Advisors, Inc. ($80.4M), Swan Global Investments, LLC ($80.4M), OSAIC HOLDINGS, INC. ($1.6M), Insight Wealth Strategies, LLC ($1.4M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($874,736). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Pacer Advisors, Inc. | $80.4M | 2.3M | Trimmed |
| 2 | Swan Global Investments, LLC | $80.4M | 2.3M | Trimmed |
| 3 | OSAIC HOLDINGS, INC. | $1.6M | 48,060 | Added |
| 4 | Insight Wealth Strategies, LLC | $1.4M | 40,170 | Added |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $874,736 | 25,493 | Trimmed |
| 6 | Bravias Capital Group, LLC | $672,565 | 19,601 | Hold |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $456,360 | 13,300 | Hold |
| 8 | Cetera Investment Advisers | $383,343 | 11,172 | Hold |
| 9 | Allie Family Office LLC | $355,789 | 10,369 | Hold |
| 10 | INDEPENDENT FINANCIAL GROUP, LLC | $272,787 | 7,950 | Trimmed |
| 11 | Sovran Advisors, LLC | $252,545 | 7,339 | Hold |
| 12 | Kestra Advisory Services, LLC | $220,631 | 6,430 | Trimmed |
| 13 | Cornerstone Wealth Group, LLC | $208,176 | 6,067 | Hold |
| 14 | UBS Group AG | $112,890 | 3,290 | New |
| 15 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $40,146 | 1,170 | Hold |
| 16 | DHJJ Financial Advisors, Ltd. | $4,633 | 135 | Hold |
| 17 | OLD MISSION CAPITAL LLC | $0 | 0 | Exited |
| 18 | CITADEL ADVISORS LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30