PSMJ

Pacer Swan Sos Moderate JulyETF
UnclassifiedUSCUSIP 69374H493◍ Confluence graph
Tracked 13F Holders
20
-13 QoQ
13F Value (tracked)
$157.3M
13F Moves · latest Q
5 added
2 trimmed
Recent Filings
0

Who owns PSMJ?

20 tracked 13F filers

20 tracked 13F filers disclose a position in PSMJ as of the latest SEC 13F filings, a combined $157.3M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1Swan Global Investments, LLC
$79.4M
2.3M
+4.8%
Added · +109K sh
Q2 2026
2Pacer Advisors, Inc.
$71.3M
2.2M
−4.1%
Reduced · −97K sh
Q1 2026
3OSAIC HOLDINGS, INC.
$1.6M
51K
−19%
Reduced · −12K sh
Q1 2026
4Rockefeller Capital Management L.P.
$901K
28K
Held
Q1 2026
5LPL Financial LLC
$843K
26K
Held
Q1 2026
6COMMONWEALTH EQUITY SERVICES, LLC
$696K
22K
Held
Q1 2026
7Ameritas Advisory Services, LLC
$450K
13K
+33%
Added · +3K sh
Q2 2026
8Sovran Advisors, LLC
$437K
13K
+6.5%
Added · +795 sh
Q2 2026
9OLD MISSION CAPITAL LLC
$357K
11K
+21%
Added · +2K sh
Q1 2026
10BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
$375K
11K
−4.8%
Reduced · −553 sh
Q2 2026
11Kestra Advisory Services, LLC
$238K
7K
−83%
Reduced · −34K sh
Q2 2026
12Copley Financial Group, Inc.
$237K
7K
−20%
Reduced · −2K sh
Q2 2026
13Cetera Investment Advisers
$211K
7K
−16%
Reduced · −1K sh
Q1 2026
14Allworth Financial LP
$64K
2K
Held
Q1 2026
15Advisory Services Network, LLC
$64K
2K
New
+2K sh
Q1 2026
16JPMORGAN CHASE & CO
$63K
2K
−37%
Reduced · −1K sh
Q1 2026
17HARBOUR INVESTMENTS, INC.
$61K
2K
−57%
Reduced · −3K sh
Q1 2026
18Realta Investment Advisors
$39K
1K
Held
Q2 2026
19UBS Group AG
$10K
328
−25%
Reduced · −112 sh
Q1 2026
20DHJJ Financial Advisors, Ltd.
$2K
50
Held
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is PSMJ being bought or sold by institutions?

Last quarter, 1 fund opened a new position in PSMJ and 4 added to an existing one, while 2 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
1
funds
Added
4
funds
Reduced
2
funds
Exited
0
funds

Funds that own PSMJ also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA9 funds$3.7B
ISHARES CORE S&P 500 ETFIVV8 funds$3.4B
AMAZON.COM INCAMZN8 funds$1.9B
APPLE INCAAPL8 funds$1.9B
SS SPDR S&P 500 ETF TRUST-USSPY8 funds$1.7B
TAIWAN SEMICONDUCTOR-SP ADRTSM8 funds$1.5B
MICROSOFT CORPMSFT8 funds$1.2B
BROADCOM INCAVGO8 funds$1.1B
META PLATFORMS INC-CLASS AMETA8 funds$1.1B
TESLA INCTSLA8 funds$907.3M
ALPHABET INC-CL CGOOG8 funds$793.4M
ISHARES CORE MSCI EMERGINGIEMG8 funds$739.2M

Ranked by how many of PSMJ's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

8 funds-9 since Q3 2024
01223Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $81.2M

Share classes

Class13F holdersValue held
COWZmc791 funds$11.6B
CALFmc368 funds$2.0B
GCOWmc231 funds$2.0B
PTLCmc229 funds$2.1B
COWGmc221 funds$1.4B
QDPLmc182 funds$932.8M
ICOWmc173 funds$1.2B
PTNQmc148 funds$688.6M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in PSMJ

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/PSMJ/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for PSMJ.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for PSMJ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.