PACER FDS TR WEALTHSHIELD

PACER FDS TR WEALTHSHIELD is a security (CUSIP 69374H840) tracked across SEC portfolio filings. 16 institutional managers reported $22.5M on Form 13F as of 2026-06-30.

Summary

Top institutional holders (Form 13F)

Showing 15 of 16 managers by value.

ManagerLocationValueShares
NAPA WEALTH MANAGEMENTNapa, CA$9.5M294,176
LPL Financial LLCFORT MILL, SC$3.4M104,873
Royal Bank of CanadaTORONTO, A6$1.4M44,940
ENVESTNET ASSET MANAGEMENT INCBerwyn, PA$1.4M41,547
ORG Partners LLCROANOKE, IN$1.2M37,792
Ascentis Wealth Management, LLCDALLAS, TX$1.1M35,022
Ascentis Wealth Management, LLCDALLAS, TX$1.1M33,768
MATHER GROUP, LLC.CHICAGO, IL$950K28,938
Cetera Investment AdvisersSCHAUMBURG, IL$916K28,602
Concurrent Investment Advisors, LLCTampa, FL$624K19,005
Atria Investments, IncCharlotte, NC$417K12,696
SUSQUEHANNA INTERNATIONAL GROUP, LLPBALA CYNWYD, PA$272K8,508
ORG Partners LLCROANOKE, IN$168K5,186
Allworth Financial LPFOLSOM, CA$87K2,724
Advisory Services Network, LLCAtlanta, GA$7K212

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