Who Owns PACER FDS TR (PSMJ)? -- Institutional Holders (2026-03-31)

26 institutions reported holding $151.2M of PACER FDS TR (PSMJ) in SEC 13F filings for 2026-03-31. Largest institutional holders: Pacer Advisors, Inc. ($71.3M), Swan Global Investments, LLC ($71.3M), OSAIC HOLDINGS, INC. ($1.6M), Kestra Advisory Services, LLC ($1.3M), Rockefeller Capital Management L.P. ($901,209). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Pacer Advisors, Inc.$71.3M2.2MTrimmed
2Swan Global Investments, LLC$71.3M2.2MTrimmed
3OSAIC HOLDINGS, INC.$1.6M50,775Trimmed
4Kestra Advisory Services, LLC$1.3M41,133Trimmed
5Rockefeller Capital Management L.P.$901,20928,310Hold
6LPL Financial LLC$842,63526,470Hold
7COMMONWEALTH EQUITY SERVICES, LLC$696,11021,867Hold
8Sovran Advisors, LLC$403,48912,135Hold
9Anfield Capital Management, LLC$370,32011,633Trimmed
10BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$370,19311,629Trimmed
11OLD MISSION CAPITAL LLC$356,79011,208Added
12Premier Private Wealth Management LLC$327,56810,290Hold
13CITADEL ADVISORS LLC$327,21810,279Trimmed
14Ameritas Advisory Services, LLC$318,33610,000Hold
15Copley Financial Group, Inc.$277,5578,719Trimmed
16Cetera Investment Advisers$211,3436,639Trimmed
17Allworth Financial LP$64,0502,012Hold
18Advisory Services Network, LLC$63,9862,010New
19JPMORGAN CHASE & CO$62,8112,004Trimmed
20HARBOUR INVESTMENTS, INC.$60,8661,912Trimmed
21Sunbelt Securities, Inc.$52,5251,650Hold
22Realta Investment Advisors$36,6091,150Hold
23UBS Group AG$10,442328Trimmed
24DHJJ Financial Advisors, Ltd.$1,59250Hold
25Ausdal Financial Partners, Inc.$00Exited

Source: SEC Form 13F filings · as of 2026-03-31