17 institutions reported holding $178.6M of PACER SWAN SOS MODERATE (OCTOBER) ETF (PSMO) in SEC 13F filings for 2026-06-30. Largest institutional holders: Pacer Advisors, Inc. ($85.7M), Swan Global Investments, LLC ($85.7M), Cetera Investment Advisers ($1.2M), COMMONWEALTH EQUITY SERVICES, LLC ($1.2M), OSAIC HOLDINGS, INC. ($1.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Pacer Advisors, Inc. | $85.7M | 2.6M | Trimmed |
| 2 | Swan Global Investments, LLC | $85.7M | 2.6M | Trimmed |
| 3 | Cetera Investment Advisers | $1.2M | 38,121 | Trimmed |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $1.2M | 36,694 | Hold |
| 5 | OSAIC HOLDINGS, INC. | $1.1M | 35,082 | Added |
| 6 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $607,325 | 18,667 | Trimmed |
| 7 | INDEPENDENT FINANCIAL GROUP, LLC | $591,481 | 18,180 | Hold |
| 8 | Sovran Advisors, LLC | $540,079 | 16,544 | Added |
| 9 | OLD MISSION CAPITAL LLC | $508,419 | 15,627 | New |
| 10 | CITADEL ADVISORS LLC | $387,911 | 11,923 | Trimmed |
| 11 | Storen Legacy Partners, LLC | $368,455 | 11,325 | Trimmed |
| 12 | LPL Financial LLC | $312,398 | 9,602 | New |
| 13 | Socha Financial Group, LLC | $248,370 | 7,634 | Added |
| 14 | UBS Group AG | $53,520 | 1,645 | New |
| 15 | Orion Capital Management LLC | $39,042 | 1,200 | Hold |
| 16 | Advisory Services Network, LLC | $0 | 0 | Exited |
| 17 | Kestra Advisory Services, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30