13F Insight
DOSSIER · 13F Holders · Q3 2025
PWS

PACER FDS TR

15 institutions still hold PACER FDS TR as of Q3 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 69374H840·15 13F holders·last filed Sep 30, 2025
Market cap
—
13F value held
$22M
visible holders
Holders
15
filers reporting
Concentration
43.01%
NAPA WEALTH MANAGEMENT #1
top holder share
AI Holders Summary · Q3 2025

15 institutions reported PWS in Q3 2025. NAPA WEALTH MANAGEMENT leads at 43.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
NAPA WEALTH MANAGEMENT
CIK 0001602844
$9M294K4.44%Q3 202502
LPL Financial LLC
CIK 0001403438
$3M105K0.00%Q2 202603
ORG Wealth Partners, LLC
CIK 0002032602
$2M69K0.34%Q2 202604
ORG Partners LLC
CIK 0001979372
$1M43K0.24%Q4 202505
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$1M42K0.00%Q2 202606
Cetera Investment Advisers
CIK 0001666741
$1M37K0.00%Q2 202607
MATHER GROUP, LLC.
CIK 0001527641
$950K29K0.01%Q2 202608
Concurrent Investment Advisors, LLC
CIK 0002001015
$624K19K0.01%Q2 202609
ROYAL BANK OF CANADA
CIK 0001000275
$610K19K0.00%Q2 202610
Atria Investments, Inc
CIK 0001535865
$417K13K0.00%Q2 202611
Golden State Equity Partners
CIK 0001845003
$163K5K0.01%Q1 202612
Allworth Financial LP
CIK 0001555170
$89K3K0.00%Q2 202613
MORGAN STANLEY
CIK 0000895421
$4410.00%Q2 202614
WELLS FARGO & COMPANY/MN
CIK 0000072971
$300.00%Q2 202615
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025