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Pacer Swan SOS MOD OCT ETF (PSMO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Commonwealth Equity Services, LLC
DECREASED
Shares32,463 from 36,694
Change-4,231 (-12%)
Value$1.1M (-$104.6K)
Filed 2026-11-02
Blue Bell Private Wealth Management, LLC
DECREASED
Shares18,503 from 18,667
Change-164 (-1%)
Value$620.9K (+$13.5K)
Filed 2026-10-29
Independent Financial Group, LLC
DECREASED
Shares17,580 from 18,180
Change-600 (-3%)
Value$589.9K (-$1.6K)
Filed 2026-10-13
Sovran Advisors, LLC
DECREASED
Shares15,884 from 16,544
Change-660 (-4%)
Value$536.2K (-$3.9K)
Filed 2026-11-02
Socha Financial Group, LLC
INCREASED
Shares7,805 from 7,634
Change+171 (+2%)
Value$261.9K (+$13.5K)
Filed 2026-11-03
Swan Global Investments, LLC
N/A
Shares— from 2,633,439
Change-2,633,439 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 2,633,439
Change-2,633,439 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 38,121
Change-38,121 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 35,082
Change-35,082 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 15,627
Change-15,627 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 11,923
Change-11,923 (-100%)
Value—
Storen Legacy Partners, LLC
N/A
Shares— from 11,325
Change-11,325 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 9,602
Change-9,602 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,645
Change-1,645 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
DECREASED32,46336,694-4,231-12%$1.2M$1.1M-$104.6K2026-11-02
Blue Bell Private Wealth Management, LLC
DECREASED18,50318,667-164-1%$607.3K$620.9K+$13.5K2026-10-29
Independent Financial Group, LLC
DECREASED17,58018,180-600-3%$591.5K$589.9K-$1.6K2026-10-13
Sovran Advisors, LLC
DECREASED15,88416,544-660-4%$540.1K$536.2K-$3.9K2026-11-02
Socha Financial Group, LLC
INCREASED7,8057,634+171+2%$248.4K$261.9K+$13.5K2026-11-03
Swan Global Investments, LLC
N/A—2,633,439-2,633,439-100%$85.7M———
Pacer Advisors, Inc.
N/A—2,633,439-2,633,439-100%$85.7K———
Cetera Investment Advisers
N/A—38,121-38,121-100%$1.2M———
Osaic Holdings, Inc.
N/A—35,082-35,082-100%$1.1M———
Old Mission Capital LLC
N/A—15,627-15,627-100%$508.4K———
Citadel Advisors LLC
N/A—11,923-11,923-100%$387.9K———
Storen Legacy Partners, LLC
N/A—11,325-11,325-100%$368.5K———
LPL Financial LLC
N/A—9,602-9,602-100%$312.4K———
UBS Group AG
N/A—1,645-1,645-100%$53.5K———
Orion Capital Management LLC
N/A—1,200-1,200-100%$39.0K———
Showing 15 of 15 institutions