Pacer Wealthshield ETFPWSETF
13F holders, Q1 2025 (March 31)16holders
2new positions
3sold out
$30.81avg. 13F price*
At the end of Q1 2025, 16 institutions reported holding Pacer Wealthshield ETF (PWS) in their 13F filings, unchanged from Q4 2024. 2 opened new positions and 3 sold out. The largest holders were ORG Partners LLC ($1.4M), Royal Bank of Canada ($1.1M) and Susquehanna International Group, LLP ($1.1M).
- Company
- Pacer Wealthshield ETF
- Filed as
- PACER FDS TR (Q1 2025)
- CUSIP
- 69374H840
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $928K |
| Exits | 3 | $4K |
All 13F filers, Q4 2024 → Q1 2025: 32,877 shares bought and 19,249 shares sold, net +13,628 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 16 holders
| ORG Partners LLC | 0.35% | Add +4.4% | 44,375 | $1.4M |
| Royal Bank of Canada | 0.00% | Reduce -1.1% | 35,079 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -18.6% | 34,183 | $1.1M |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -2.6% | 29,628 | $913K |
| Ascentis Wealth Management, LLC | 0.20% | Add +3.9% | 20,583 | $632K |
| Napa Wealth Management | 0.29% | New | 16,697 | $515K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -17.3% | 14,635 | $451K |
| Atria Investments, Inc | 0.01% | Add +0.3% | 14,138 | $436K |
| WealthShield Partners, LLC | 0.06% | Reduce -0.1% | 13,932 | $429K |
| Jane Street Group, LLC | 0.00% | New | 13,419 | $414K |
| Cetera Investment Advisers | 0.00% | Reduce -16.0% | 9,468 | $292K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.8% | 9,367 | $289K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | No change | 6,623 | $204K |
| Allworth Financial LP | 0.00% | Reduce -45.4% | 2,898 | $89K |
| Bank of America Corp. | 0.00% | Reduce -82.5% | 602 | $19K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1 | $20 |
"% of holder's portfolio" is PWS's weight in each manager's 13F, not the share of Pacer Wealthshield ETF the manager owns.