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 115 institutions that hold shares in the stock, with a total of 9.33 Million shares, which have been reported (via 13F filing form) to have a value of $273 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 26, 2026 Q4 2025 |
7,350
shares
|
$214,987
0.01% of portfolio
|
Q4 2025
Reduced 5.16%
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
7,295
shares
|
$213,378
0.02% of portfolio
|
Q3 2025
Reduced 10.41%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
7,252
shares
|
$212,121
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
6,534
shares
|
$191,119
0.04% of portfolio
|
Q3 2025
Added 3.39%
|
|
|
Geneos Wealth Management Inc.
|
Jan 28, 2026 Q4 2025 |
5,135
shares
|
$150,198
0.0% of portfolio
|
Q4 2025
Added 3.84%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
4,034
shares
|
$117,994
0.0% of portfolio
|
Q4 2025
Reduced 1.42%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
2,296
shares
|
$67,158
0.01% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Optima Capital LLC
Portland, OR |
Jan 23, 2026 Q4 2025 |
2,267
shares
|
$66,309
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
1,868
shares
|
$54,639
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
1,667
shares
|
$48,759
0.0% of portfolio
|
Q3 2025
Reduced 19.2%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
1,579
shares
|
$46,185
0.0% of portfolio
|
Q3 2025
Reduced 28.16%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
1,339
shares
|
$39,165
0.0% of portfolio
|
Q3 2025
Added 5.93%
|
|
|
Cwm, LLC
|
Jan 26, 2026 Q4 2025 |
1,250
shares
|
$36,562
0.0% of portfolio
|
Q4 2025
Added 11.01%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
951
shares
|
$27,816
0.02% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
669
shares
|
$19,568
0.0% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
664
shares
|
$19,422
0.0% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
408
shares
|
$11,934
0.0% of portfolio
|
Q4 2025
Added 2.0%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
384
shares
|
$11,232
0.0% of portfolio
|
Q3 2025
Reduced 17.42%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
380
shares
|
$11,115
0.0% of portfolio
|
Q2 2025
Added 153.33%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
300
shares
|
$8,775
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
293
shares
|
$8,570
0.01% of portfolio
|
Q3 2025
Reduced 37.79%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
290
shares
|
$8,482
0.0% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
242
shares
|
$7,078
0.0% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2026 Q4 2025 |
210
shares
|
$6,142
0.0% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
209
shares
|
$6,113
0.0% of portfolio
|
Q3 2025
Added 770.83%
|
|