19 institutions reported holding $17.0M of PACER FDS TR (PWS) in SEC 13F filings for 2026-03-31. Largest institutional holders: MATHER GROUP, LLC. ($6.5M), LPL Financial LLC ($3.4M), ORG Wealth Partners, LLC ($2.2M), Royal Bank of Canada ($1.4M), ENVESTNET ASSET MANAGEMENT INC ($1.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | MATHER GROUP, LLC. | $6.5M | 203,238 | New |
| 2 | LPL Financial LLC | $3.4M | 104,873 | Added |
| 3 | ORG Wealth Partners, LLC | $2.2M | 67,215 | Added |
| 4 | Royal Bank of Canada | $1.4M | 44,940 | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $1.0M | 32,659 | Added |
| 6 | Cetera Investment Advisers | $915,645 | 28,602 | Trimmed |
| 7 | Concurrent Investment Advisors, LLC | $626,952 | 19,584 | Trimmed |
| 8 | Atria Investments, Inc | $399,943 | 12,493 | Trimmed |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $272,371 | 8,508 | Trimmed |
| 10 | Golden State Equity Partners | $163,473 | 5,106 | New |
| 11 | Allworth Financial LP | $87,205 | 2,724 | Hold |
| 12 | Advisory Services Network, LLC | $6,787 | 212 | New |
| 13 | WFA of San Diego, LLC | $2,529 | 79 | Hold |
| 14 | WELLS FARGO & COMPANY/MN | $2 | 0 | Exited |
| 15 | UBS Group AG | $0 | 0 | Exited |
| 16 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
| 17 | Kestra Advisory Services, LLC | $0 | 0 | Exited |
| 18 | BANK OF AMERICA CORP /DE/ | $0 | 0 | Exited |
| 19 | MORGAN STANLEY | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31