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Pacer WealthShield ETF (PWS) Institutional Ownership

$32.70 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Pacer WealthShield ETF (BATS:PWS)

Number of
Institutional Buyers
(last 12 months)
6
Total
Institutional Inflows
(last 12 months)
$2.39M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$1.01M
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PWS Institutional Buying and Selling by Quarter

Pacer WealthShield ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/18/2026Royal Bank of Canada44,940$1.44M0.0%+113.8%5.287%
4/28/2026Ascentis Independent Advisors5,106$163K0.0%N/A0.601%
2/17/2026Royal Bank of Canada21,019$679K0.0%+258.9%2.473%
2/13/2026Kestra Advisory Services LLC5,611$181K0.0%N/A0.660%
2/12/2026Jane Street Group LLC7,073$229K0.0%N/A0.832%
1/29/2026Concurrent Investment Advisors LLC19,995$646K0.0%-3.3%2.352%
1/14/2026ORG Partners LLC42,978$1.39M0.2%-0.7%5.056%
1/14/2026ORG Wealth Partners LLC35,201$1.14M0.3%-1.3%4.141%
11/17/2025Susquehanna International Group LLP8,937$288K0.0%-65.3%1.051%
11/5/2025Envestnet Asset Management Inc.13,809$444K0.0%-20.1%1.625%
10/27/2025Concurrent Investment Advisors LLC20,670$665K0.0%-2.9%2.432%
10/24/2025ORG Partners LLC43,299$1.40M0.3%-2.1%5.094%
10/24/2025ORG Wealth Partners LLC35,667$1.15M0.3%+60.7%4.196%
8/8/2025WealthShield Partners LLC13,542$411K0.0%-2.8%1.593%
8/1/2025Envestnet Asset Management Inc.17,286$524K0.0%+18.1%2.034%
7/25/2025Concurrent Investment Advisors LLC21,278$645K0.0%-28.2%2.503%
7/16/2025ORG 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%
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%
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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%
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%
5/12/2022F3Logic LLC33,651$1.04M0.2%-93.5%0.000%
5/9/2022WealthShield Partners LLC106,100$3.27M0.5%-45.2%0.000%
5/5/2022Sound Financial Strategies Group LLC31,323$964K0.5%+208.8%0.000%
5/4/2022Advisor Group Holdings Inc.39,515$1.22M0.0%-17.2%0.000%
5/4/2022Envestnet Asset Management Inc.234,923$7.23M0.0%-41.4%0.000%


PWS Institutional Ownership - Frequently Asked Questions

During the previous two years, 12 institutional investors and hedge funds held shares of Pacer WealthShield ETF. The most heavily invested institutionals were Royal Bank of Canada ($1.44M), ORG Partners LLC ($1.39M), ORG Wealth Partners LLC ($1.14M), Concurrent Investment Advisors LLC ($646K), Napa Wealth Management ($515K), Envestnet Asset Management Inc. ($444K), and Atria Investments Inc ($429K).Learn more on Pacer WealthShield ETF's institutional investors.

Of the 10 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: ORG Partners LLC ($67.76K), Royal Bank of Canada ($39.08K), ORG Wealth Partners LLC ($36.55K), Concurrent Investment Advisors LLC ($30.42K), Jane Street Group LLC ($20.49K), Napa Wealth Management ($16.70K), and Kestra Advisory Services LLC ($5.61K).

Institutional investors have bought a total of 74,609 shares in the last 24 months. This purchase volume represents approximately $2.39M in transactions.

The following institutional investors have sold Pacer WealthShield ETF stock in the last 24 months: Susquehanna International Group LLP ($16.83K), Concurrent Investment Advisors LLC ($9.63K), Envestnet Asset Management Inc. ($3.48K), ORG Partners LLC ($1.25K), ORG Wealth Partners LLC ($466.00), and WealthShield Partners LLC ($390.00).

Institutional investors have sold a total of 32,043 shares in the last 24 months. This volume of shares sold represents approximately $1.01M in transactions.


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This page (BATS:PWS) was last updated on 7/6/2026 by MarketBeat.com Staff.
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