18 institutions reported holding $171.9M of PACER FDS TR (PSMO) in SEC 13F filings for 2026-03-31. Largest institutional holders: Swan Global Investments, LLC ($81.0M), Pacer Advisors, Inc. ($81.0M), Anfield Capital Management, LLC ($3.0M), Cetera Investment Advisers ($1.3M), COMMONWEALTH EQUITY SERVICES, LLC ($1.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Swan Global Investments, LLC | $81.0M | 2.7M | Trimmed |
| 2 | Pacer Advisors, Inc. | $81.0M | 2.7M | Trimmed |
| 3 | Anfield Capital Management, LLC | $3.0M | 99,422 | Trimmed |
| 4 | Cetera Investment Advisers | $1.3M | 42,941 | Added |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $1.1M | 36,694 | Trimmed |
| 6 | OSAIC HOLDINGS, INC. | $970,984 | 32,174 | Trimmed |
| 7 | CITADEL ADVISORS LLC | $903,322 | 29,935 | New |
| 8 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $576,484 | 19,104 | Trimmed |
| 9 | INDEPENDENT FINANCIAL GROUP, LLC | $548,601 | 18,180 | Hold |
| 10 | Sovran Advisors, LLC | $521,063 | 16,378 | Hold |
| 11 | Storen Legacy Partners, LLC | $369,567 | 12,247 | Hold |
| 12 | Socha Financial Group, LLC | $223,575 | 7,409 | Added |
| 13 | Kestra Advisory Services, LLC | $215,518 | 7,142 | Hold |
| 14 | Advisory Services Network, LLC | $86,153 | 2,855 | New |
| 15 | Orion Capital Management LLC | $36,211 | 1,200 | Hold |
| 16 | Rockefeller Capital Management L.P. | $0 | 0 | Exited |
| 17 | Allie Family Office LLC | $0 | 0 | Exited |
| 18 | HARBOUR INVESTMENTS, INC. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31