16 institutions reported holding $162.8M of PACER FDS TR (PSMR) in SEC 13F filings for 2026-06-30. Largest institutional holders: Swan Global Investments, LLC ($77.6M), Pacer Advisors, Inc. ($77.6M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($1.8M), Storen Legacy Partners, LLC ($1.4M), LPL Financial LLC ($1.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Swan Global Investments, LLC | $77.6M | 2.4M | Added |
| 2 | Pacer Advisors, Inc. | $77.6M | 2.4M | Added |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.8M | 55,016 | Trimmed |
| 4 | Storen Legacy Partners, LLC | $1.4M | 43,215 | Trimmed |
| 5 | LPL Financial LLC | $1.3M | 39,938 | Trimmed |
| 6 | OSAIC HOLDINGS, INC. | $845,398 | 26,263 | Added |
| 7 | Foundations Investment Advisors, LLC | $690,149 | 21,440 | New |
| 8 | Cornerstone Wealth Group, LLC | $529,812 | 16,459 | Hold |
| 9 | OLD MISSION CAPITAL LLC | $461,955 | 14,351 | Trimmed |
| 10 | Advisory Services Network, LLC | $349,098 | 10,845 | Trimmed |
| 11 | INTEGRITY ALLIANCE, LLC. | $220,661 | 6,855 | Trimmed |
| 12 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $16,095 | 500 | Added |
| 13 | DHJJ Financial Advisors, Ltd. | $161 | 5 | Hold |
| 14 | UBS Group AG | $0 | 0 | Exited |
| 15 | Winthrop Capital Management, LLC | $0 | 2 | New |
| 16 | CITADEL ADVISORS LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30