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Pacer Wealthshield ETF (PWS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares104,550 from 105,150
Change-600 (-1%)
Value$3.4M (-$78.8K)
Filed 2026-11-06
Ascentis Wealth Management, LLC
INCREASED
Shares70,902 from 68,805
Change+2,097 (+3%)
Value$2.3M (+$28.8K)
Filed 2026-11-03
Mather Group, Llc.
DECREASED
Shares26,867 from 28,938
Change-2,071 (-7%)
Value$866.5K (-$83.1K)
Filed 2026-10-14
Atria Investments, Inc
INCREASED
Shares13,304 from 12,696
Change+608 (+5%)
Value$429.1K (+$12.4K)
Filed 2026-10-15
Concurrent Investment Advisors, LLC
DECREASED
Shares13,152 from 19,005
Change-5,853 (-31%)
Value$424.2K (-$199.5K)
Filed 2026-10-16
Ascentis Independent Advisors
NEW
Shares5,512
Change+5,512
Value$178.1K
Filed 2026-11-03
Allworth Financial LP
UNCHANGED
Shares2,724 from 2,724
Change0 (0%)
Value$89.4K ($0)
Filed 2026-11-06
Envestnet Asset Management Inc
N/A
Shares— from 41,547
Change-41,547 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 37,477
Change-37,477 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 18,578
Change-18,578 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1
Change-1 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 0
Change0
Value—
Status
LPL Financial LLC
DECREASED104,550105,150-600-1%$3.5M$3.4M-$78.8K2026-11-06
Ascentis Wealth Management, LLC
INCREASED70,90268,805+2,097+3%$2.3M$2.3M+$28.8K2026-11-03
Mather Group, Llc.
DECREASED26,86728,938-2,071-7%$949.7K$866.5K-$83.1K2026-10-14
Atria Investments, Inc
INCREASED13,30412,696+608+5%$416.6K$429.1K+$12.4K2026-10-15
Concurrent Investment Advisors, LLC
DECREASED13,15219,005-5,853-31%$623.7K$424.2K-$199.5K2026-10-16
Ascentis Independent Advisors
NEW5,512—+5,512——$178.1K—2026-11-03
Allworth Financial LP
UNCHANGED2,7242,72400%$89.4K$89.4K$02026-11-06
Envestnet Asset Management Inc
N/A—41,547-41,547-100%$1.4M———
Cetera Investment Advisers
N/A—37,477-37,477-100%$1.2M———
Royal Bank of Canada
N/A—18,578-18,578-100%$610.0K———
Morgan Stanley
N/A—1-1-100%$44———
Wells Fargo & Company
N/A—00—$3———
Showing 12 of 12 institutions