PWS — Pacer Fds Tr Institutional Holders · Q2 2026
Who owns Pacer Fds Tr (PWS)? 14 institutions reported holding $10.99M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: LPL Financial LLC ($3.5M), ORG Wealth Partners, LLC ($2.3M), Envestnet Asset Management Inc ($1.4M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | LPL Financial LLC | $3.5M | 105,150 | Added |
| 2 | ORG Wealth Partners, LLC | $2.3M | 68,805 | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $1.4M | 41,547 | Added |
| 4 | Cetera Investment Advisers | $1.2M | 37,477 | Added |
| 5 | MATHER GROUP, LLC. | $949,667 | 28,938 | Trimmed |
| 6 | Concurrent Investment Advisors, LLC | $623,693 | 19,005 | Trimmed |
| 7 | Royal Bank of Canada | $610,000 | 18,578 | Trimmed |
| 8 | Atria Investments, Inc | $416,638 | 12,696 | Added |
| 9 | Allworth Financial LP | $89,395 | 2,724 | Hold |
| 10 | MORGAN STANLEY | $44 | 1 | New |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $0 | 0 | Exited |
| 12 | Advisory Services Network, LLC | $0 | 0 | Exited |
| 13 | WFA of San Diego, LLC | $0 | 0 | Exited |
| 14 | Golden State Equity Partners | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30