Institutional Ownership Pacer Fds Tr Wealthshield ETF (PWS)
This table provides information about the institutional ownership of Pacer Fds Tr Wealthshield ETF (PWS). We have compiled data on the 21 institutions that hold shares in the stock, with a total of 320,090 shares, which have been reported (via 13F filing form) to have a value of $9.98 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
44,229
shares
|
$1.38 Million
0.34% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
35,079
shares
|
$1.09 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
34,183
shares
|
$1.07 Million
0.0% of portfolio
|
Q1 2025
Reduced 18.62%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
30,534
shares
|
$952,050
0.22% of portfolio
|
Q4 2023
Added 3.66%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
22,195
shares
|
$692,040
0.29% of portfolio
|
Q2 2025
Added 7.83%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
21,278
shares
|
$663,448
0.01% of portfolio
|
Q2 2025
Reduced 28.18%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
17,286
shares
|
$538,977
0.0% of portfolio
|
Q2 2025
Added 18.11%
|
|
|
Napa Wealth Management
Napa, CA |
May 14, 2025 Q1 2025 |
16,697
shares
|
$520,612
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
14,163
shares
|
$441,602
0.01% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
13,542
shares
|
$422,239
0.05% of portfolio
|
Q2 2025
Reduced 2.8%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
13,419
shares
|
$418,404
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
12,873
shares
|
$401,380
0.0% of portfolio
|
Q2 2025
Added 35.96%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
12,504
shares
|
$389,874
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
12,504
shares
|
$389,874
0.08% of portfolio
|
Q3 2022
Reduced 34.99%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
9,367
shares
|
$292,063
0.0% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
6,623
shares
|
$206,505
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
2,898
shares
|
$90,359
0.0% of portfolio
|
Q1 2025
Reduced 45.39%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
602
shares
|
$18,770
0.0% of portfolio
|
Q1 2025
Reduced 82.48%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
113
shares
|
$3,523
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1
shares
|
$31
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|