22 institutions reported holding $166.3M of PACER FDS TR (PSMJ) in SEC 13F filings for 2026-06-30. Largest institutional holders: Swan Global Investments, LLC ($79.4M), Pacer Advisors, Inc. ($79.4M), OSAIC HOLDINGS, INC. ($2.1M), LPL Financial LLC ($1.6M), Rockefeller Capital Management L.P. ($886,553). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Swan Global Investments, LLC | $79.4M | 2.3M | Added |
| 2 | Pacer Advisors, Inc. | $79.4M | 2.3M | Added |
| 3 | OSAIC HOLDINGS, INC. | $2.1M | 61,607 | Added |
| 4 | LPL Financial LLC | $1.6M | 46,066 | Added |
| 5 | Rockefeller Capital Management L.P. | $886,553 | 26,210 | Trimmed |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $734,370 | 21,711 | Trimmed |
| 7 | Ameritas Advisory Services, LLC | $449,873 | 13,300 | Added |
| 8 | Sovran Advisors, LLC | $436,543 | 12,930 | Added |
| 9 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $374,646 | 11,076 | Trimmed |
| 10 | Premier Private Wealth Management LLC | $348,059 | 10,290 | Hold |
| 11 | Kestra Advisory Services, LLC | $238,263 | 7,044 | Trimmed |
| 12 | Copley Financial Group, Inc. | $236,876 | 7,003 | Trimmed |
| 13 | Allworth Financial LP | $68,056 | 2,012 | Hold |
| 14 | HARBOUR INVESTMENTS, INC. | $66,263 | 1,959 | Added |
| 15 | Realta Investment Advisors | $38,899 | 1,150 | Hold |
| 16 | DHJJ Financial Advisors, Ltd. | $1,692 | 50 | Hold |
| 17 | CITADEL ADVISORS LLC | $0 | 0 | Exited |
| 18 | OLD MISSION CAPITAL LLC | $0 | 0 | Exited |
| 19 | Advisory Services Network, LLC | $0 | 0 | Exited |
| 20 | UBS Group AG | $0 | 0 | Exited |
| 21 | Cetera Investment Advisers | $0 | 0 | Exited |
| 22 | JPMORGAN CHASE & CO | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30