Institutional Ownership
Pacer Wealthshield ETF
CUSIP 69374H840UIT EXCHANGE TRADEDPWSQ1 2026
Institutional Holders
13
13F filers
Shares Held
530.2K
Aggregate institutional
Institutional Value
$16.97M
Q1 2026
Net New Holders
-3
3 new · 6 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions3
Increased4
Decreased4
Sold out6
Institutional Holders
13 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Mather Group, LLC. | 203.2K | $6.51M | +203.2K | New |
| 2 | Lpl Financial LLC | 104.9K | $3.36M | +990 | Added |
| 3 | Ascentis Wealth Management, LLC | 67.2K | $2.15M | +32.0K | Added |
| 4 | Royal Bank Of Canada | 44.9K | $1.44M | +23.9K | Added |
| 5 | Envestnet Asset Management Inc | 32.7K | $1.05M | +4.1K | Added |
| 6 | Cetera Investment Advisers | 28.6K | $915.6K | −2.2K | Reduced |
| 7 | Concurrent Investment Advisors, LLC | 19.6K | $627.0K | −411 | Reduced |
| 8 | Atria Investments, Inc | 12.5K | $399.9K | −2.9K | Reduced |
| 9 | Susquehanna International Group, LLP | 8.5K | $272.4K | −9.8K | Reduced |
| 10 | Ascentis Independent Advisors | 5.1K | $163.5K | +5.1K | New |
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