Who owns Pacer WealthShield ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of PWS from SEC Form 13F filings across 11 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 11 institutions disclosed 334,921 shares of Pacer WealthShield ETF worth $11.0M — about 44.7% of shares outstanding; the largest disclosed holder is LPL Financial LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
11
13F holders
$11.0M
value, 2026 filers
44.7%
of shares outstanding (334,921 sh)
1
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of PWS's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 105,150 | $3.5M | 0.0% | 14% | +0.3% |
| 2 | Ascentis Wealth Management, LLC | 68,805 | $2.3M | 0.3% | 9.2% | +2.4% |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 41,547 | $1.4M | 0.0% | 5.5% | +27.2% |
| 4 | Cetera Investment Advisers | 37,477 | $1.2M | 0.0% | 5% | +31.0% |
| 5 | MATHER GROUP, LLC. | 28,938 | $949,667 | 0.0% | 3.9% | -85.8% |
| 6 | Concurrent Investment Advisors, LLC | 19,005 | $623,693 | 0.0% | 2.5% | -3.0% |
| 7 | ROYAL BANK OF CANADA | 18,578 | $610,000 | 0.0% | 2.5% | -58.7% |
| 8 | Atria Investments, Inc | 12,696 | $416,638 | 0.0% | 1.7% | +1.6% |
| 9 | Allworth Financial LP | 2,724 | $89,395 | 0.0% | 0.4% | 0.0% |
| 10 | MORGAN STANLEYNEW | 1 | $44 | 0.0% | 0% | new |
| 11 | WELLS FARGO & COMPANY/MN | 0 | $3 | 0.0% | 0% | — |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.