PACER WEALTHSHIELD ETF (PWS) Top Institutional Shareholders
PACER WEALTHSHIELD ETF (PWS) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $16.97M in PWS holdings during the latest filing period.
Mather Group, Llc. is currently the largest disclosed institutional shareholder of PWS tracked by InsiderSet, reporting ownership valued at approximately $6.51M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $6.47M, representing an estimated loss of -0.56% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 99% of the total disclosed PWS value among the investors covered in this analysis. Major shareholders include Mather Group, Llc., Lpl Financial Llc, Ascentis Wealth Management, Llc, and several other long-term asset managers with concentrated positions in PACER WEALTHSHIELD ETF (PWS).
This page ranks the largest institutional PWS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
14
Total Reported Value
$16.97M
Largest Holder
Mather Group, Llc.
Largest Position
$6.51M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
19
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Mather Group, Llc. | 0.06% | 203,238 | $6,506,360 | $6,469,858 | -$36,502 | -0.56% | |
| Lpl Financial Llc | 0.00% | 104,873 | $3,357,335 | $3,338,517 | -$18,818 | -0.56% | |
| Ascentis Wealth Management, Llc | 0.42% | 67,215 | $2,151,784 | $2,139,716 | -$12,068 | -0.56% | |
| Royal Bank Of Canada | 0.00% | 44,940 | $1,439,000 | $1,430,615 | -$8,385 | -0.58% | |
| Envestnet Asset Management Inc | 0.00% | 32,659 | $1,045,537 | $1,039,663 | -$5,874 | -0.56% | |
| Cetera Investment Advisers | 0.00% | 28,602 | $915,645 | $910,513 | -$5,132 | -0.56% | |
| Concurrent Investment Advisors, Llc | 0.01% | 19,584 | $626,952 | $623,435 | -$3,517 | -0.56% | |
| Atria Investments, Inc | 0.00% | 12,493 | $399,943 | $397,701 | -$2,242 | -0.56% | |
| Susquehanna International Group, Llp | 0.00% | 8,508 | $272,371 | $270,843 | -$1,528 | -0.56% | |
| Ascentis Independent Advisors | 0.01% | 5,106 | $163,473 | $162,544 | -$929 | -0.57% | |
| Allworth Financial Lp | 0.00% | 2,724 | $87,205 | $86,716 | -$489 | -0.56% | |
| Advisory Services Network, Llc | 0.00% | 212 | $6,787 | $6,749 | -$38 | -0.56% | |
| Wfa Of San Diego, Llc | 0.00% | 79 | $2,529 | $2,515 | -$14 | -0.56% | |
| Wells Fargo & Company/Mn | 0.00% | 0 | $2 | — | — | — |
Frequently asked questions about PWS
Who owns the most PWS stock?
The largest holders of PWS are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for PACER WEALTHSHIELD ETF (PWS).
Is PWS widely held by superinvestors?
Many widely followed stocks like PWS appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PWS is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.