Pacer Wealthshield ETFPWSETF
13F holders, Q1 2026 (March 31)13holders −4
3new positions
5sold out
$32.01avg. 13F price*
At the end of Q1 2026, 13 institutions reported holding Pacer Wealthshield ETF (PWS) in their 13F filings, down 4 from Q4 2025. 3 opened new positions and 5 sold out. The largest holders were Mather Group, Llc. ($6.5M), LPL Financial LLC ($3.4M) and Ascentis Wealth Management, LLC ($2.2M).
- Company
- Pacer Wealthshield ETF
- Filed as
- PACER FDS TR (Q1 2026)
- CUSIP
- 69374H840
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $6.7M |
| Exits | 5 | $429K |
All 13F filers, Q4 2025 → Q1 2026: 269,626 shares bought and 28,593 shares sold, net +241,033 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 13 holders
| Mather Group, Llc. | 0.06% | New | 203,238 | $6.5M |
| LPL Financial LLC | 0.00% | Add +0.9% | 104,873 | $3.4M |
| Ascentis Wealth Management, LLC | 0.46% | Add +91.0% | 67,215 | $2.2M |
| Royal Bank of Canada | 0.00% | Add +113.8% | 44,940 | $1.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +14.5% | 32,659 | $1.0M |
| Cetera Investment Advisers | 0.00% | Reduce -7.2% | 28,602 | $916K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -2.1% | 19,584 | $627K |
| Atria Investments, Inc | 0.00% | Reduce -18.6% | 12,493 | $400K |
| Susquehanna International Group, LLP | 0.00% | Reduce -53.6% | 8,508 | $272K |
| Ascentis Independent Advisors | 0.01% | New | 5,106 | $163K |
| Allworth Financial LP | 0.00% | No change | 2,724 | $87K |
| Advisory Services Network, LLC | 0.00% | New | 212 | $7K |
| WFA of San Diego, LLC | 0.00% | No change | 79 | $3K |
"% of holder's portfolio" is PWS's weight in each manager's 13F, not the share of Pacer Wealthshield ETF the manager owns.