13FBOX
PACER FDS TR · 13F Institutional Holdings
Options Calculator Rankings
P

PACER FDS TR

PSMJ
Institutions
16
Combined AUM (Q2 2026)
$166.3M
Combined Shares (Q2 2026)
4.9M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+252,016
7 · 0 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-84,365
13 · 8 Exit · ≈
⚖️ Net
+167,651
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$166.3M
Institutions
16
New Buys
0
Adds
7
Reduces
5
Exits
8
Unchanged
4
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Swan Global Investments, LLC
1.91%2.38%#1$79.4M2.3M$71.3M2.2M+108,723+4.86%Add
Pacer Advisors, Inc.
0.24%0.23%#3$79.4M2.3M$71.3M2.2M+108,723+4.86%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#9$2.1M61,607$1.6M50,775+10,832+21.33%Add
LPL Financial LLC
<0.01%<0.01%#15$1.6M46,066$842,63526,470+19,596+74.03%Add
Rockefeller Capital Management L.P.
<0.01%<0.01%#10$886,55326,210$901,20928,310-2,100-7.42%Reduce
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#11$734,37021,711$696,11021,867-156-0.71%Reduce
Ameritas Advisory Services, LLC
0.01%0.01%#8$449,87313,300$318,33610,000+3,300+33.00%Add
Sovran Advisors, LLC
0.03%0.03%#6$436,54312,930$403,48912,135+795+6.55%Add
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.05%0.05%#5$374,64611,076$370,19311,629-553-4.76%Reduce
Premier Private Wealth Management LLC
0.3%0.35%#2$348,05910,290$327,56810,29000.00%Unchanged
Kestra Advisory Services, LLC
<0.01%<0.01%#13$238,2637,044$1.3M41,133-34,089-82.88%Reduce
Copley Financial Group, Inc.
0.14%0.17%#4$236,8767,003$277,5578,719-1,716-19.68%Reduce
Allworth Financial LP
<0.01%<0.01%#16$68,0562,012$64,0502,01200.00%Unchanged
HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#12$66,2631,959$60,8661,912+47+2.46%Add
Realta Investment Advisors
0.01%0.01%#7$38,8991,150$36,6091,15000.00%Unchanged
DHJJ Financial Advisors, Ltd.
<0.01%<0.01%#14$1,69250$1,5925000.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow