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Funds Holding PSMJ

On this page, we present all of the funds holding PSMJ from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding PSMJ, with a link to that fund's top holdings. The next columns indicate the amount of PSMJ stock held by each of the funds holding PSMJ, followed by the PSMJ position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 17 funds holding PSMJ within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Swan Global Investments LLC. For more details on the positions held by Swan Global Investments LLC (or by any of the other funds holding PSMJ), click the fund name in the "Holder" column of the funds-holding-PSMJ table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Swan Global Investments LLC1,478,200$36,852 12/31/2023
     PSMJ1,478,200$36,852 12/31/2023
Pacer Advisors Inc.1,478,200$36,846 12/31/2023
     PSMJ1,478,200$36,846 12/31/2023
Commonwealth Equity Services LLC49,573$1,236 12/31/2023
     PSMJ49,573$1,236 12/31/2023
Coastal Investment Advisors Inc.43,975$1,153 03/31/2024
     PSMJ43,975$1,153 03/31/2024
Lincoln National Corp45,593$1,136 12/31/2023
     PSMJ45,593$1,136 12/31/2023
Advisor Group Holdings Inc.41,282$1,029 12/31/2023
     PSMJ41,282$1,029 12/31/2023
Kestra Advisory Services LLC40,417$1,007 12/31/2023
     PSMJ40,417$1,007 12/31/2023
Cambridge Investment Research Advisors Inc.33,461$878 03/31/2024
     PSMJ33,461$878 03/31/2024
Rockefeller Capital Management L.P.24,693$615 12/31/2023
     PSMJ24,693$615 12/31/2023
OLD Mission Capital LLC23,881$595 12/31/2023
     PSMJ23,881$595 12/31/2023
Blue Bell Private Wealth Management LLC11,494$301 03/31/2024
     PSMJ11,494$301 03/31/2024
Orion Portfolio Solutions LLC10,882$271 12/31/2023
     PSMJ10,882$271 12/31/2023
Anfield Capital Management LLC10,369$258 12/31/2023
     PSMJ10,369$258 12/31/2023
Advisory Services Network LLC2,860$71 12/31/2023
     PSMJ2,860$71 12/31/2023
Sunbelt Securities Inc.1,650$43 03/31/2024
     PSMJ1,650$43 03/31/2024
UBS Group AG900$22 12/31/2023
     PSMJ900$22 12/31/2023
DHJJ Financial Advisors Ltd.50$1 03/31/2024
     PSMJ50$1 03/31/2024
Proequities Inc.0$0 12/31/2023
     PSMJ0$0 12/31/2023

See Summary: Institutional Holders of PSMJ
See Details: Top 10 Hedge Funds Holding PSMJ
Also See: PSMJ Holdings Changes

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