Who owns PWS?
Pacer WealthShield ETF · Pacer
11 institutions reported holding PWS, worth $11.0M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of PWS
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $3.5M | 105,150 | +277 shares |
| Ascentis Wealth Management, LLC | Dallas, TX | $2.3M | 68,805 | +1,590 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $1.4M | 41,547 | +8,888 shares |
| Cetera Investment Advisers | Schaumburg, IL | $1.2M | 37,477 | +8,875 shares |
| Mather Group, LLC. | Chicago, IL | $950K | 28,938 | −174,300 shares |
| Concurrent Investment Advisors, LLC | Tampa, FL | $624K | 19,005 | −579 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $610K | 18,578 | −26,362 shares |
| Atria Investments, Inc | Charlotte, NC | $417K | 12,696 | +203 shares |
| Allworth Financial LP | Folsom, CA | $89K | 2,724 | No change |
| Morgan Stanley | New York, NY | $44 | 1 | New position |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns PWS?
11 institutional managers reported holding PWS in Form 13F filings for June 30, 2026, worth $11.0M in total. The largest reported position was held by LPL Financial LLC, at $3.5M.
Did institutions buy or sell PWS last quarter?
Reported 13F value fell 35.2% from March 31, 2026, which includes price moves as well as buying and selling. 1 firms reported a new position and 4 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is PWS ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.