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 106 institutions that hold shares in the stock, with a total of 10.3 Million shares, which have been reported (via 13F filing form) to have a value of $331 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
45,131
shares
|
$1.45 Million
0.0% of portfolio
|
Q3 2023
Reduced 54.82%
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Aug 09, 2024 Q2 2024 |
43,768
shares
|
$1.4 Million
0.84% of portfolio
|
Q2 2023
New holding
|
|
Scotia Capital Inc.
|
Aug 14, 2024 Q2 2024 |
41,584
shares
|
$1.33 Million
0.01% of portfolio
|
Q2 2024
Added 1.4%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
40,331
shares
|
$1.29 Million
0.0% of portfolio
|
Q2 2024
Added 6.56%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
38,980
shares
|
$1.25 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
H&H Retirement Design & Management Inc
|
Jul 23, 2024 Q2 2024 |
33,676
shares
|
$1.08 Million
0.58% of portfolio
|
Q2 2024
Added 2.99%
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
30,242
shares
|
$969,558
0.0% of portfolio
|
Q2 2024
Reduced 8.58%
|
|
Prosperitas Financial LLC
Valencia, CA |
Aug 05, 2024 Q2 2024 |
28,627
shares
|
$917,781
0.27% of portfolio
|
Q2 2024
New holding
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
Aug 09, 2024 Q2 2024 |
28,627
shares
|
$917,781
0.27% of portfolio
|
Q2 2024
Added 1.61%
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jul 29, 2024 Q2 2024 |
25,869
shares
|
$829,360
0.06% of portfolio
|
Q2 2024
Reduced 9.91%
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Aug 13, 2024 Q2 2024 |
24,167
shares
|
$774,794
0.06% of portfolio
|
Q2 2024
Added 7.3%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
23,030
shares
|
$738,341
0.0% of portfolio
|
Q2 2024
Added 1.04%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
22,461
shares
|
$720,099
0.0% of portfolio
|
Q2 2024
Added 1.61%
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Aug 14, 2024 Q2 2024 |
21,173
shares
|
$678,806
0.02% of portfolio
|
Q2 2024
New holding
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jul 24, 2024 Q2 2024 |
21,121
shares
|
$677,139
0.28% of portfolio
|
Q2 2024
Added 5.13%
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
18,528
shares
|
$594,007
0.0% of portfolio
|
Q2 2024
Reduced 14.37%
|
|
Hudock, Inc.
|
Aug 02, 2024 Q2 2024 |
18,346
shares
|
$588,172
0.09% of portfolio
|
Q2 2024
New holding
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
12,918
shares
|
$414,151
0.02% of portfolio
|
Q2 2020
Added 426.11%
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Aug 12, 2024 Q2 2024 |
11,701
shares
|
$375,134
0.14% of portfolio
|
Q1 2024
Reduced 1.27%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
11,690
shares
|
$374,781
0.0% of portfolio
|
Q2 2024
Reduced 8.54%
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
11,046
shares
|
$354,134
0.0% of portfolio
|
Q2 2024
Reduced 16.51%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
10,787
shares
|
$345,831
0.0% of portfolio
|
Q1 2024
Reduced 7.01%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
9,534
shares
|
$305,660
0.0% of portfolio
|
Q2 2024
New holding
|
|
Patron Partners, LLC
|
Aug 05, 2024 Q2 2024 |
9,432
shares
|
$302,389
0.16% of portfolio
|
Q2 2024
Added 6.82%
|
|
Stratos Wealth Partners, Ltd.
|
Jul 24, 2024 Q2 2024 |
9,172
shares
|
$294,054
0.0% of portfolio
|
Q2 2024
Reduced 9.49%
|