PSMJ institutional holders
PACER FDS TR · 13F, 2026Q2
| Managers holding | 16 |
|---|---|
| Shares held | 4,916,940 |
| Reported value | $166.3m |
| Quarter flows | 0 new, 7 added, 5 trimmed, 8 exited |
Top 16 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| Swan Global Investments, LLC | 2,347,266 | $79.4m | 2.3% |
| Pacer Advisors, Inc. | 2,347,266 | $79.4m | 0.2% |
| OSAIC HOLDINGS, INC. | 61,607 | $2.1m | 0.0% |
| LPL Financial LLC | 46,066 | $1.6m | 0.0% |
| Rockefeller Capital Management L.P. | 26,210 | $886,553 | 0.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | 21,711 | $734,370 | 0.0% |
| Ameritas Advisory Services, LLC | 13,300 | $449,873 | 0.0% |
| Sovran Advisors, LLC | 12,930 | $436,543 | 0.0% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 11,076 | $374,646 | 0.0% |
| Premier Private Wealth Management LLC | 10,290 | $348,059 | 0.3% |
| Kestra Advisory Services, LLC | 7,044 | $238,263 | 0.0% |
| Copley Financial Group, Inc. | 7,003 | $236,876 | 0.1% |
| Allworth Financial LP | 2,012 | $68,056 | 0.0% |
| HARBOUR INVESTMENTS, INC. | 1,959 | $66,263 | 0.0% |
| Realta Investment Advisors | 1,150 | $38,899 | 0.0% |
| DHJJ Financial Advisors, Ltd. | 50 | $1,692 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("PSMJ"). PSMJ price history · All 13F data