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 121 institutions that hold shares in the stock, with a total of 9.08 Million shares, which have been reported (via 13F filing form) to have a value of $285 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
2,859,192
shares
|
$89.9 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
1,240,039
shares
|
$39 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
1,126,930
shares
|
$35.4 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
649,043
shares
|
$20.4 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
453,084
shares
|
$14.2 Million
0.0% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jul 29, 2025 Q2 2025 |
365,866
shares
|
$11.5 Million
0.68% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
299,334
shares
|
$9.41 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.21%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
180,345
shares
|
$5.67 Million
0.0% of portfolio
|
Q2 2025
Added 6.71%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
156,718
shares
|
$4.93 Million
1.0% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
146,060
shares
|
$4.59 Million
0.0% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
146,049
shares
|
$4.59 Million
0.0% of portfolio
|
Q2 2025
Added 4.21%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
124,495
shares
|
$3.91 Million
0.0% of portfolio
|
Q2 2025
Reduced 13.36%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
88,732
shares
|
$2.79 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.33%
|
|
|
Wealth Advisors Of Tampa Bay, LLC
|
Aug 13, 2025 Q2 2025 |
82,065
shares
|
$2.58 Million
1.02% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
73,566
shares
|
$2.31 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
72,179
shares
|
$2.27 Million
0.01% of portfolio
|
Q2 2025
Reduced 24.39%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
71,391
shares
|
$2.24 Million
0.0% of portfolio
|
Q2 2025
Added 45.3%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
65,160
shares
|
$2.05 Million
0.0% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Jul 30, 2025 Q2 2025 |
64,673
shares
|
$2.03 Million
0.36% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
59,767
shares
|
$1.88 Million
0.0% of portfolio
|
Q3 2024
Reduced 52.05%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
52,008
shares
|
$1.63 Million
0.01% of portfolio
|
Q2 2025
Added 344.74%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Aug 11, 2025 Q2 2025 |
49,048
shares
|
$1.54 Million
0.63% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
45,131
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2023
Reduced 54.82%
|
|
|
Herbst Group, LLC
Westport, CT |
Jul 15, 2025 Q2 2025 |
45,065
shares
|
$1.42 Million
0.96% of portfolio
|
Q2 2025
Added 3.53%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
39,559
shares
|
$1.24 Million
0.01% of portfolio
|
Q2 2025
Added 0.06%
|