Institutional Ownership Pacer Fds Tr Benchmark Data & (SRVR)
This table provides information about the institutional ownership of Pacer Fds Tr Benchmark Data & (SRVR). We have compiled data on the 122 institutions that hold shares in the stock, with a total of 9.14 Million shares, which have been reported (via 13F filing form) to have a value of $289 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jul 28, 2025 Q2 2025 |
6,935
shares
|
$219,007
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
6,889
shares
|
$217,554
0.0% of portfolio
|
Q2 2025
Reduced 95.27%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
6,320
shares
|
$199,585
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Clay Northam Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
6,220
shares
|
$196,427
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
5,245
shares
|
$165,637
0.0% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
4,111
shares
|
$129,825
0.0% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
2,295
shares
|
$72,476
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
2,198
shares
|
$69,412
0.0% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
2,063
shares
|
$65,149
0.0% of portfolio
|
Q2 2025
Reduced 5.67%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
1,850
shares
|
$58,423
0.01% of portfolio
|
Q1 2025
Reduced 5.13%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
1,264
shares
|
$39,917
0.0% of portfolio
|
Q2 2025
Added 3.61%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
1,121
shares
|
$35,401
0.0% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
950
shares
|
$30,001
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
692
shares
|
$21,853
0.0% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
669
shares
|
$21,127
0.0% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
665
shares
|
$21,000
0.0% of portfolio
|
Q2 2025
Reduced 15.72%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
663
shares
|
$20,937
0.0% of portfolio
|
Q3 2023
Reduced 5.01%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
471
shares
|
$14,874
0.01% of portfolio
|
Q2 2025
Reduced 94.3%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
465
shares
|
$14,684
0.0% of portfolio
|
Q1 2025
Reduced 39.45%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
400
shares
|
$12,632
0.0% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
380
shares
|
$12,000
0.0% of portfolio
|
Q2 2025
Added 153.33%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
322
shares
|
$10,168
0.0% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
316
shares
|
$9,979
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
300
shares
|
$9,474
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
288
shares
|
$9,095
0.0% of portfolio
|
Q2 2025
Added 0.35%
|