Pacer Wealthshield ETFPWSETF
13F holders, Q4 2025 (December 31)17holders −1
2new positions
2sold out
$32.32avg. 13F price*
At the end of Q4 2025, 17 institutions reported holding Pacer Wealthshield ETF (PWS) in their 13F filings, down 1 from Q3 2025. 2 opened new positions and 2 sold out. The largest holders were LPL Financial LLC ($3.4M), ORG Partners LLC ($1.4M) and Ascentis Wealth Management, LLC ($1.1M).
- Company
- Pacer Wealthshield ETF
- Filed as
- PACER FDS TR (Q4 2025)
- CUSIP
- 69374H840
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $410K |
| Exits | 2 | $12K |
All 13F filers, Q3 2025 → Q4 2025: 109,324 shares bought and 2,644 shares sold, net +106,680 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 17 holders
| LPL Financial LLC | 0.00% | Add +53.4% | 103,883 | $3.4M |
| ORG Partners LLC | 0.25% | Reduce -0.7% | 42,978 | $1.4M |
| Ascentis Wealth Management, LLC | 0.29% | Reduce -1.3% | 35,201 | $1.1M |
| Cetera Investment Advisers | 0.00% | Add +220.4% | 30,804 | $996K |
| Envestnet Asset Management Inc. | 0.00% | Add +106.5% | 28,514 | $922K |
| Royal Bank of Canada | 0.00% | Add +258.9% | 21,019 | $679K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -3.3% | 19,995 | $646K |
| Susquehanna International Group, LLP | 0.00% | Add +105.3% | 18,351 | $593K |
| Atria Investments, Inc | 0.01% | Reduce -3.9% | 15,356 | $496K |
| Jane Street Group, LLC | 0.00% | New | 7,073 | $229K |
| Kestra Advisory Services, LLC | 0.00% | New | 5,611 | $181K |
| Allworth Financial LP | 0.00% | Reduce -6.0% | 2,724 | $88K |
| Bank of America Corp. | 0.00% | No change | 579 | $19K |
| WFA of San Diego, LLC | 0.00% | No change | 79 | $3K |
| UBS Group AG | 0.00% | Add +50.0% | 9 | $291 |
| Morgan Stanley | 0.00% | No change | 1 | $46 |
| Wells Fargo & Company | 0.00% | No change | 1 | $29 |
"% of holder's portfolio" is PWS's weight in each manager's 13F, not the share of Pacer Wealthshield ETF the manager owns.