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Pacer WealthShield ETF (PWS) Institutional Ownership

$33.51 -0.12 (-0.36%)
As of 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)
5
Total
Institutional Inflows
(last 12 months)
$2.26M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$748.61K
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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
5/18/2026 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%
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%
5/4/2022Advisor Group Holdings Inc.39,515$1.22M0.0%-17.2%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 9 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: Royal Bank of Canada ($39.08K), ORG Wealth Partners LLC ($36.55K), Jane Street Group LLC ($20.49K), Napa Wealth Management ($16.70K), Kestra Advisory Services LLC ($5.61K), Ascentis Independent Advisors ($5.11K), and Envestnet Asset Management Inc. ($2.65K).

Institutional investors have bought a total of 70,346 shares in the last 24 months. This purchase volume represents approximately $2.26M 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), Concurrent Investment Advisors LLC ($1.28K), ORG Partners LLC ($1.25K), and ORG Wealth Partners LLC ($466.00).

Institutional investors have sold a total of 23,303 shares in the last 24 months. This volume of shares sold represents approximately $748.61K 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 5/18/2026. New 13F filings are added each quarter as they're published.
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