Pacer Wealthshield ETFPWSETF
13F holders, Q2 2025 (June 30)18holders +2
3new positions
2sold out
$30.33avg. 13F price*
At the end of Q2 2025, 18 institutions reported holding Pacer Wealthshield ETF (PWS) in their 13F filings, up 2 from Q1 2025. 3 opened new positions and 2 sold out. The largest holders were Napa Wealth Management ($5.6M), LPL Financial LLC ($3.2M) and ORG Partners LLC ($1.3M).
- Company
- Pacer Wealthshield ETF
- Filed as
- PACER FDS TR (Q2 2025)
- CUSIP
- 69374H840
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $3.3M |
| Exits | 2 | $702K |
All 13F filers, Q1 2025 → Q2 2025: 284,923 shares bought and 75,162 shares sold, net +209,761 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 18 holders
| Napa Wealth Management | 2.69% | Add +1010.0% | 185,345 | $5.6M |
| LPL Financial LLC | 0.00% | New | 104,672 | $3.2M |
| ORG Partners LLC | 0.29% | Reduce -0.3% | 44,229 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -24.6% | 25,763 | $781K |
| Ascentis Wealth Management, LLC | 0.18% | Add +7.8% | 22,195 | $672K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -28.2% | 21,278 | $645K |
| Envestnet Asset Management Inc. | 0.00% | Add +18.1% | 17,286 | $524K |
| Atria Investments, Inc | 0.01% | Add +0.2% | 14,163 | $430K |
| WealthShield Partners, LLC | 0.05% | Reduce -2.8% | 13,542 | $411K |
| Cetera Investment Advisers | 0.00% | Add +36.0% | 12,873 | $390K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | No change | 6,623 | $201K |
| Raymond James Financial Inc. | 0.00% | New | 3,857 | $117K |
| Allworth Financial LP | 0.00% | No change | 2,898 | $88K |
| Bank of America Corp. | 0.00% | Reduce -3.8% | 579 | $18K |
| WFA of San Diego, LLC | 0.00% | — | 113 | $3K |
| UBS Group AG | 0.00% | New | 53 | $2K |
| Royal Bank of Canada | 0.00% | Reduce -99.9% | 32 | $1K |
| Wells Fargo & Company | 0.00% | No change | 1 | $30 |
"% of holder's portfolio" is PWS's weight in each manager's 13F, not the share of Pacer Wealthshield ETF the manager owns.