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 120 institutions that hold shares in the stock, with a total of 8.34 Million shares, which have been reported (via 13F filing form) to have a value of $280 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
8,321
shares
|
$279,086
0.03% of portfolio
|
Q1 2025
Reduced 16.03%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
8,263
shares
|
$277,141
0.16% of portfolio
|
Q1 2025
Reduced 39.14%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
May 05, 2025 Q1 2025 |
6,935
shares
|
$232,599
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Clay Northam Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
6,220
shares
|
$208,618
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
5,350
shares
|
$179,439
0.01% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
4,708
shares
|
$157,906
0.0% of portfolio
|
Q1 2025
Reduced 77.65%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
4,097
shares
|
$137,413
0.0% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
2,192
shares
|
$73,519
0.0% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
2,187
shares
|
$73,351
0.0% of portfolio
|
Q1 2025
Added 45.8%
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
1,912
shares
|
$64,128
0.05% of portfolio
|
Q1 2025
Added 50.31%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
1,850
shares
|
$62,049
0.01% of portfolio
|
Q1 2025
Reduced 5.13%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,220
shares
|
$40,918
0.0% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
1,121
shares
|
$37,598
0.0% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
950
shares
|
$31,863
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
789
shares
|
$26,463
0.0% of portfolio
|
Q1 2025
Reduced 4.59%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
692
shares
|
$23,209
0.0% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
669
shares
|
$22,438
0.0% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
663
shares
|
$22,237
0.0% of portfolio
|
Q3 2023
Reduced 5.01%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
500
shares
|
$16,770
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
475
shares
|
$15,931
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
465
shares
|
$15,596
0.0% of portfolio
|
Q1 2025
Reduced 39.45%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
400
shares
|
$13,416
0.0% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
375
shares
|
$12,577
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
322
shares
|
$10,799
0.0% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
316
shares
|
$10,598
0.0% of portfolio
|
Q1 2025
New holding
|