# PACER FDS TR WEALTHSHIELD

PACER FDS TR WEALTHSHIELD is a security (CUSIP 69374H840) tracked across SEC portfolio filings. 16 institutional managers reported $22.6M on Form 13F as of 2026-06-30.

## Summary

- Issuer: PACER FDS TR
- Class: WEALTHSHIELD
- CUSIP: 69374H840
- 13F holders: 16
- 13F value: $22.6M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 16 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| NAPA WEALTH MANAGEMENT | Napa, CA | $9.5M | 294,176 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $3.5M | 105,150 |
| Royal Bank of Canada | TORONTO, A6 | $1.4M | 44,940 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $1.4M | 41,547 |
| [ORG Partners LLC](https://search.stillhousedata.com/firm/312728) | ROANOKE, IN | $1.2M | 37,792 |
| Ascentis Wealth Management, LLC | DALLAS, TX | $1.1M | 35,022 |
| Ascentis Wealth Management, LLC | DALLAS, TX | $1.1M | 33,768 |
| [MATHER GROUP, LLC.](https://search.stillhousedata.com/firm/156005) | CHICAGO, IL | $950K | 28,938 |
| [Cetera Investment Advisers](https://search.stillhousedata.com/firm/105644) | SCHAUMBURG, IL | $916K | 28,602 |
| [Concurrent Investment Advisors, LLC](https://search.stillhousedata.com/firm/323135) | Tampa, FL | $624K | 19,005 |
| [Atria Investments, Inc](https://search.stillhousedata.com/firm/143593) | Charlotte, NC | $417K | 12,696 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | BALA CYNWYD, PA | $272K | 8,508 |
| [ORG Partners LLC](https://search.stillhousedata.com/firm/312728) | ROANOKE, IN | $168K | 5,186 |
| Allworth Financial LP | FOLSOM, CA | $87K | 2,724 |
| Advisory Services Network, LLC | Atlanta, GA | $7K | 212 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/69374H840.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.