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 22 institutions that hold shares in the stock, with a total of 582,873 shares, which have been reported (via 13F filing form) to have a value of $19.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Napa Wealth Management
Napa, CA |
Nov 12, 2025 Q3 2025 |
294,176
shares
|
$9.63 Million
4.44% of portfolio
|
Q3 2025
Added 58.72%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
67,719
shares
|
$2.22 Million
0.0% of portfolio
|
Q3 2025
Reduced 35.3%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
43,299
shares
|
$1.42 Million
0.31% of portfolio
|
Q3 2025
Reduced 2.1%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 24, 2025 Q3 2025 |
35,667
shares
|
$1.17 Million
0.43% of portfolio
|
Q3 2025
Added 60.7%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
20,670
shares
|
$676,942
0.01% of portfolio
|
Q3 2025
Reduced 2.86%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
15,984
shares
|
$523,476
0.01% of portfolio
|
Q3 2025
Added 12.86%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
13,809
shares
|
$452,244
0.0% of portfolio
|
Q3 2025
Reduced 20.11%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
12,504
shares
|
$409,506
0.08% of portfolio
|
Q3 2022
Reduced 34.99%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
12,504
shares
|
$409,506
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
9,613
shares
|
$314,825
0.0% of portfolio
|
Q3 2025
Reduced 25.32%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
8,937
shares
|
$292,686
0.0% of portfolio
|
Q3 2025
Reduced 65.31%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
5,856
shares
|
$191,784
0.0% of portfolio
|
Q3 2025
Added 18200.0%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
2,898
shares
|
$94,909
0.0% of portfolio
|
Q1 2025
Reduced 45.39%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
579
shares
|
$18,962
0.0% of portfolio
|
Q2 2025
Reduced 3.82%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
113
shares
|
$3,700
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
88
shares
|
$2,882
0.0% of portfolio
|
Q3 2025
Reduced 99.35%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
6
shares
|
$196
0.0% of portfolio
|
Q3 2025
Reduced 88.68%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1
shares
|
$32
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1
shares
|
$32
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|