CUSIP 69374H840
PACER WEALTHSHIELD ETF
23 institutions · $19.5M total · 605,156 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | NAPA WEALTH MANAGEMENT | 294,176 | $9.5M | 48.61% | 2025-09-30 |
| 2 | LPL Financial LLC | 103,883 | $3.4M | 17.16% | 2025-12-31 |
| 3 | ORG Partners LLC | 37,792 | $1.2M | 6.24% | 2025-12-31 |
| 4 | Cetera Investment Advisers | 30,804 | $995.7K | 5.09% | 2025-12-31 |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 28,514 | $921.7K | 4.71% | 2025-12-31 |
| 6 | Royal Bank of Canada | 21,019 | $679.0K | 3.47% | 2025-12-31 |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 18,351 | $593.2K | 3.03% | 2025-12-31 |
| 8 | Concurrent Investment Advisors, LLC | 15,692 | $507.2K | 2.59% | 2025-12-31 |
| 9 | Atria Investments, Inc | 15,356 | $496.4K | 2.53% | 2025-12-31 |
| 10 | ORG Wealth Partners, LLC | 13,234 | $427.8K | 2.18% | 2025-12-31 |
| 11 | JANE STREET GROUP, LLC | 7,073 | $228.6K | 1.16% | 2025-12-31 |
| 12 | Gallagher Fiduciary Advisors, LLC | 6,623 | $200.9K | 1.09% | 2025-06-30 |
| 13 | Kestra Advisory Services, LLC | 5,611 | $181.4K | 0.92% | 2025-12-31 |
| 14 | RAYMOND JAMES FINANCIAL INC | 3,081 | $93.4K | 0.50% | 2025-06-30 |
| 15 | Allworth Financial LP | 2,898 | $93.3K | 0.47% | 2025-12-31 |
| 16 | BANK OF AMERICA CORP /DE/ | 579 | $18.7K | 0.09% | 2025-12-31 |
| 17 | Advisory Services Network, LLC | 292 | $9.4K | 0.04% | 2025-09-30 |
| 18 | WealthShield Partners, LLC | 88 | $2.8K | 0.01% | 2025-09-30 |
| 19 | WFA of San Diego, LLC | 79 | $2.6K | 0.01% | 2025-12-31 |
| 20 | UBS Group AG | 9 | $291 | 0.00% | 2025-12-31 |
| 21 | MORGAN STANLEY | 1 | $46 | 0.00% | 2025-12-31 |
| 22 | WELLS FARGO & COMPANY/MN | 1 | $29 | 0.00% | 2025-12-31 |
| 23 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |