Institutional Ownership
Pacer Fds Tr
CUSIP 69374H667US CHS CWS GWTBULQ1 2026
13D / 13G Filings
3
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
13.8%
Max % of class reported
Institutional Holders
50
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
3 filings · latest May 10, 2023
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Pacer Advisors, Inc. | 309.0K | $16.71M |
| 2 | Lpl Financial LLC | 276.2K | $14.93M |
| 3 | Envestnet Asset Management Inc | 115.6K | $6.25M |
| 4 | Raymond James Financial Inc | 95.7K | $5.18M |
| 5 | Modern Wealth Management, LLC | 69.4K | $3.80M |
| 6 | Davenport & Co LLC | 65.6K | $3.55M |
| 7 | Mml Investors Services, LLC | 63.0K | $3.41M |
| 8 | Bnb Wealth Management, LLC | 62.5K | $3.38M |
| 9 | Oxbow Advisors, LLC | 61.5K | $3.33M |
| 10 | Goldman Sachs Group Inc | 38.6K | $2.09M |