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Pacer WealthShield ETF (PWS) Institutional Ownership

$32.01 -0.24 (-0.74%)
Closing price 10/1/2026 04:10 PM Eastern
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$32.01 +0.00 (+0.00%)
As of 06:58 AM Eastern
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Institutional Ownership Changes (13F Filings) for Pacer WealthShield ETF (BATS:PWS)

Number of
Institutional Buyers
(last 12 months)
25
Total
Institutional Inflows
(last 12 months)
$136.49M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$840.11K
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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
9/23/2026Envestnet Asset Management Inc.441,072$14.48M0.0%+1,250.5%51.891%
9/15/2026Anchor Investment Management LLC916$30K0.0%N/A0.108%
9/9/2026Sequoia Financial Advisors LLC1,431,215$46.97M0.2%N/A168.378%
9/9/2026Capital Analysts LLC4,614$151K0.0%N/A0.543%
9/9/2026Teamwork Financial Advisors LLC498,555$16.36M1.5%N/A58.654%
9/9/2026Integrated Wealth Concepts LLC1,677$55K0.0%N/A0.197%
9/9/2026NewEdge Advisors LLC97,694$3.21M0.0%N/A11.493%
9/9/2026IFP Advisors Inc813$27K0.0%N/A0.096%
9/9/2026Baird Financial Group Inc.996,881$32.72M0.0%N/A117.280%
9/8/2026Allworth Financial LP3,956$141K0.0%-35.8%0.465%
9/2/2026Citadel Advisors LLC74,298$2.44M0.0%N/A8.741%
8/27/2026Corient Private Wealth LP25,540$838K0.0%N/A3.005%
8/23/2026Ameritas Advisory Services LLC1,559$51K0.0%N/A0.183%
8/23/2026Anson Capital Inc.151,961$4.99M3.4%N/A17.878%
8/23/2026Kraematon Investment Advisors Inc.9,600$315K0.2%N/A1.129%
8/22/2026Investor s Fiduciary Advisor Network LLC107,701$3.53M1.2%N/A12.671%
8/22/2026ZEGA Investments LLC46,116$1.51M0.2%N/A5.425%
8/22/2026Concurrent Investment Advisors LLC19,005$624K0.0%-3.0%2.236%
8/21/2026Lionsbridge Wealth Management LLC8,834$290K0.3%N/A1.039%
8/20/2026First PREMIER Bank111,707$3.67M0.5%N/A13.142%
8/20/2026Nwam LLC101,524$3.33M0.2%N/A11.944%
8/20/2026Rothschild Capital Partners LLC10,335$339K0.1%N/A1.216%
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%
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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%
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%
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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%


PWS Institutional Ownership - Frequently Asked Questions

During the previous two years, 32 institutional investors and hedge funds held shares of Pacer WealthShield ETF. The most heavily invested institutionals were Sequoia Financial Advisors LLC ($46.97M), Baird Financial Group Inc. ($32.72M), Teamwork Financial Advisors LLC ($16.36M), Envestnet Asset Management Inc. ($14.48M), Anson Capital Inc. ($4.99M), First PREMIER Bank ($3.67M), and Investor s Fiduciary Advisor Network LLC ($3.53M).Learn more on Pacer WealthShield ETF's institutional investors.

Of the 28 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: Sequoia Financial Advisors LLC ($1.43M), Baird Financial Group Inc. ($996.88K), Teamwork Financial Advisors LLC ($498.56K), Envestnet Asset Management Inc. ($411.06K), Anson Capital Inc. ($151.96K), First PREMIER Bank ($111.71K), and Investor s Fiduciary Advisor Network LLC ($107.70K).

Institutional investors have bought a total of 4,160,299 shares in the last 24 months. This purchase volume represents approximately $136.49M 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 9/23/2026. New 13F filings are added each quarter as they're published.
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