Go Pro
→ The $15 Gold Fund That Pays Up to $1,152/Month (From Investors Alley) (Ad)tc pixel Free PWS Stock Alerts

Pacer WealthShield ETF (PWS) Institutional Ownership

$32.87 -0.15 (-0.45%)
As of 10:45 AM Eastern
This is a fair market value price provided by Massive. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Pacer WealthShield ETF (BATS:PWS)

Number of
Institutional Buyers
(last 12 months)
22
Total
Institutional Inflows
(last 12 months)
$76.09M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$840.11K
Get PWS Insider Trade Alerts

Want to know when executives and insiders are buying or selling Pacer WealthShield ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

PWS Institutional Buying and Selling by Quarter

Pacer WealthShield ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2026 Capital Analysts LLC4,614$151K0.0%N/A0.543%
9/9/2026 Teamwork Financial Advisors LLC498,555$16.36M1.5%N/A58.654%
9/9/2026 Integrated Wealth Concepts LLC1,677$55K0.0%N/A0.197%
9/9/2026 NewEdge Advisors LLC97,694$3.21M0.0%N/A11.493%
9/9/2026 IFP Advisors Inc813$27K0.0%N/A0.096%
9/9/2026 Baird Financial Group Inc.996,881$32.72M0.0%N/A117.280%
9/8/2026 Allworth Financial LP3,956$141K0.0%-35.8%0.465%
9/2/2026 Citadel Advisors LLC74,298$2.44M0.0%N/A8.741%
8/27/2026 Corient Private Wealth LP25,540$838K0.0%N/A3.005%
8/23/2026 Ameritas Advisory Services LLC1,559$51K0.0%N/A0.183%
8/23/2026 Anson Capital Inc.151,961$4.99M3.4%N/A17.878%
8/23/2026 Kraematon Investment Advisors Inc.9,600$315K0.2%N/A1.129%
8/22/2026 Investor s Fiduciary Advisor Network LLC107,701$3.53M1.2%N/A12.671%
8/22/2026 ZEGA Investments LLC46,116$1.51M0.2%N/A5.425%
8/22/2026 Concurrent Investment Advisors LLC19,005$624K0.0%-3.0%2.236%
8/21/2026 Lionsbridge Wealth Management LLC8,834$290K0.3%N/A1.039%
8/20/2026 First PREMIER Bank111,707$3.67M0.5%N/A13.142%
8/20/2026 Nwam LLC101,524$3.33M0.2%N/A11.944%
8/20/2026 Rothschild Capital Partners LLC10,335$339K0.1%N/A1.216%
5/18/2026 Royal Bank of Canada44,940$1.44M0.0%+113.8%5.287%
4/28/2026 Ascentis Independent Advisors5,106$163K0.0%N/A0.601%
2/17/2026 Royal Bank of Canada21,019$679K0.0%+258.9%2.473%
2/13/2026 Kestra Advisory Services LLC5,611$181K0.0%N/A0.660%
2/12/2026 Jane Street Group LLC7,073$229K0.0%N/A0.832%
1/29/2026 Concurrent Investment Advisors LLC19,995$646K0.0%-3.3%2.352%
1/14/2026ORG Partners LLC42,978$1.39M0.2%-0.7%5.056%
1/14/2026 ORG Wealth Partners LLC35,201$1.14M0.3%-1.3%4.141%
11/17/2025 Susquehanna International Group LLP8,937$288K0.0%-65.3%1.051%
11/5/2025 Envestnet Asset Management Inc.13,809$444K0.0%-20.1%1.625%
10/27/2025 Concurrent Investment Advisors LLC20,670$665K0.0%-2.9%2.432%
10/24/2025ORG Partners LLC43,299$1.40M0.3%-2.1%5.094%
10/24/2025 ORG Wealth Partners LLC35,667$1.15M0.3%+60.7%4.196%
8/8/2025 WealthShield Partners LLC13,542$411K0.0%-2.8%1.593%
8/1/2025 Envestnet Asset Management Inc.17,286$524K0.0%+18.1%2.034%
7/25/2025 Concurrent Investment Advisors LLC21,278$645K0.0%-28.2%2.503%
7/16/2025 ORG Wealth Partners LLC22,195$672K0.2%+7.8%2.611%
5/19/2025Jane Street Group LLC13,419$414K0.0%N/A1.579%
5/15/2025Royal Bank of Canada35,079$1.08M0.0%-1.1%4.127%
5/14/2025Napa Wealth Management16,697$515K0.3%N/A1.964%
4/29/2025Envestnet Asset Management Inc.14,635$451K0.0%-51.4%1.951%
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid (Ad)

A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from collapsing — and billionaire Sam Altman is now an investor. This under-the-radar firm is drawing serious attention from those watching the energy infrastructure space closely.tc pixel

Click here to learn this company's name for free today
4/29/2025Concurrent Investment Advisors LLC29,628$913K0.0%-2.6%3.950%
4/21/2025ORG Partners LLC44,375$1.37M0.3%+4.4%5.917%
4/21/2025ORG Wealth Partners LLC20,583$632K0.2%+3.9%2.744%
2/6/2025Atria Investments Inc14,093$429K0.0%-6.2%2.013%
2/4/2025WealthShield Partners LLC13,947$424K0.1%-49.8%1.992%
1/10/2025ORG Wealth Partners LLC19,802$602K0.2%-4.3%2.829%
1/10/2025ORG Partners LLC42,520$1.29M0.2%-2.0%6.074%
11/1/2024Atria Investments Inc15,019$475K0.0%+4.4%2.146%
10/11/2024ORG Partners LLC43,373$1.37M0.2%-34.2%6.196%
10/11/2024ORG Wealth Partners LLC20,685$654K0.2%N/A2.955%
7/31/2024Concurrent Investment Advisors LLC30,420$898K0.0%N/A4.346%
7/26/2024WealthShield Partners LLC14,141$418K0.1%-11.7%2.020%
7/16/2024ORG Partners LLC65,901$1.95M0.2%N/A9.414%
2/8/2024Eudaimonia Partners LLC10,143$274K0.1%-76.3%0.922%
2/6/2024Great Valley Advisor Group Inc.9,137$247K0.0%-13.2%0.831%
2/2/2024Sound Financial Strategies Group LLC11,794$319K0.3%-68.8%1.072%
1/30/2024Imprint Wealth LLC30,534$831K0.7%+3.7%2.776%
1/29/2024ORG Partners LLC85,355$2.31M0.4%+24.2%7.760%
1/23/2024WealthShield Partners LLC16,801$457K0.1%-78.9%1.527%
11/13/2023Envestnet Asset Management Inc.151,105$3.98M0.0%-12.2%13.737%
11/6/2023Sound Financial Strategies Group LLC37,784$996K0.8%-9.4%3.435%
11/3/2023ORG Partners LLC68,744$1.81M0.7%-27.4%6.249%
10/25/2023WealthShield Partners LLC79,570$2.10M0.3%-15.4%7.234%
10/24/2023Eudaimonia Partners LLC42,806$1.13M0.3%-15.3%3.891%
8/7/2023Sound Financial Strategies Group LLC41,707$1.14M0.8%-2.0%3.792%
8/4/2023Envestnet Asset Management Inc.172,068$4.72M0.0%-11.0%15.643%
8/3/2023WealthShield Partners LLC94,011$2.58M0.4%-8.6%8.546%
7/19/2023Eudaimonia Partners LLC50,566$1.39M0.3%-5.7%5.618%
7/18/2023Stratos Wealth Partners LTD.7,925$217K0.0%-19.4%0.881%
6/1/2023ORG Partners LLC150,649$4.08M1.0%N/A16.739%
5/8/2023WealthShield Partners LLC102,880$2.79M0.4%-2.7%11.431%
5/3/2023Great Valley Advisor Group Inc.10,527$285K0.0%-8.7%1.170%
5/2/2023Sound Financial Strategies Group LLC42,537$1.15M0.8%+1.3%4.726%
4/27/2023Stratos Wealth Partners LTD.9,829$266K0.0%-4.7%1.092%
4/25/2023Eudaimonia Partners LLC53,596$1.45M0.3%+0.9%5.955%
2/27/2023Gallagher Benefit Services Inc.12,504$358K0.1%N/A0.000%
2/10/2023Advisor Group Holdings Inc.68,378$1.96M0.0%-75.2%0.000%
2/8/2023Belpointe Asset Management LLC3,106$89K0.0%N/A0.000%
2/7/2023Envestnet Asset Management Inc.209,189$5.99M0.0%-53.5%0.000%
2/1/2023Great Valley Advisor Group Inc.11,527$330K0.0%-2.9%0.000%
1/30/2023Sound Financial Strategies Group LLC41,980$1.20M0.9%-5.7%0.000%
1/30/2023PFG Advisors37,624$1.08M0.1%+270.2%0.000%
1/24/2023Eudaimonia Partners LLC53,141$1.52M0.4%-32.0%0.000%
11/10/2022Envestnet Asset Management Inc.450,148$13.04M0.0%+117.9%0.000%
11/9/2022Sound Financial Strategies Group LLC44,521$1.29M1.9%+7.3%0.000%
11/4/2022WealthShield Partners LLC92,575$2.68M0.5%-9.6%0.000%
11/4/2022Eudaimonia Partners LLC78,155$2.26M0.6%-37.4%0.000%
10/26/2022F3Logic LLC12,504$363K0.1%-35.0%0.000%
10/21/2022Great Valley Advisor Group Inc.11,877$344K0.0%N/A0.000%
10/14/2022PFG Advisors10,162$294K0.0%N/A0.000%
Ticker Revealed: Pre-IPO Access to "Next Elon Musk" Company (Ad)

We’ve found The Next Elon Musk… and what we believe to be the next Tesla. It’s already racked up $26 billion in government contracts. Peter Thiel just bet $1 Billion on it.tc pixel

👉 Unlock the ticker now and get it completely free.
8/11/2022WealthShield Partners LLC102,434$3.15M0.6%-3.5%0.000%
8/3/2022Envestnet Asset Management Inc.206,595$6.35M0.0%-12.1%0.000%
8/3/2022F3Logic LLC19,235$591K0.1%-42.8%0.000%
7/25/2022Sound Financial Strategies Group LLC41,473$1.27M1.0%+32.4%0.000%
5/17/2022Eudaimonia Partners LLC151,309$4.66M0.8%N/A0.000%


PWS Institutional Ownership - Frequently Asked Questions

During the previous two years, 27 institutional investors and hedge funds held shares of Pacer WealthShield ETF. The most heavily invested institutionals were Baird Financial Group Inc. ($32.72M), Anson Capital Inc. ($4.99M), First PREMIER Bank ($3.67M), Investor s Fiduciary Advisor Network LLC ($3.53M), Nwam LLC ($3.33M), NewEdge Advisors LLC ($3.21M), and Citadel Advisors LLC ($2.44M).Learn more on Pacer WealthShield ETF's institutional investors.

Of the 23 institutional investors that purchased Pacer WealthShield ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Baird Financial Group Inc. ($996.88K), Anson Capital Inc. ($151.96K), First PREMIER Bank ($111.71K), Investor s Fiduciary Advisor Network LLC ($107.70K), Nwam LLC ($101.52K), NewEdge Advisors LLC ($97.69K), and Citadel Advisors LLC ($74.30K).

Institutional investors have bought a total of 1,814,909 shares in the last 24 months. This purchase volume represents approximately $59.52M in transactions.

The following institutional investors have sold Pacer WealthShield ETF stock in the last 24 months: Susquehanna International Group LLP ($16.83K), Envestnet Asset Management Inc. ($3.48K), Allworth Financial LP ($2.21K), Concurrent Investment Advisors LLC ($1.86K), ORG Partners LLC ($1.25K), and ORG Wealth Partners LLC ($466.00).

Institutional investors have sold a total of 26,091 shares in the last 24 months. This volume of shares sold represents approximately $840.11K in transactions.


Related Companies

Institutional ownership data for BATS:PWS is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
The $15 Gold Fund That Pays Up to $1,152/Month
Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying...
Investors Alley | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
My top 3 AI picks for the next decade
Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up A...
The Oxford Club | Sponsoredtc pixel