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 109 institutions that hold shares in the stock, with a total of 8.87 Million shares, which have been reported (via 13F filing form) to have a value of $271 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2024 Q3 2024 |
6,700
shares
|
$204,484
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
6,556
shares
|
$200,089
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Nov 06, 2024 Q3 2024 |
6,235
shares
|
$190,292
0.15% of portfolio
|
Q3 2024
Reduced 15.7%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
5,953
shares
|
$181,685
0.01% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
4,014
shares
|
$122,507
0.0% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
2,516
shares
|
$76,788
0.0% of portfolio
|
Q3 2024
Reduced 5.45%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
1,950
shares
|
$59,514
0.01% of portfolio
|
Q3 2024
Added 550.0%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
1,639
shares
|
$50,022
0.0% of portfolio
|
Q3 2024
Added 82.72%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
1,592
shares
|
$48,587
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,264
shares
|
$38,577
0.0% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
1,215
shares
|
$37,081
0.0% of portfolio
|
Q3 2024
Added 473.11%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
827
shares
|
$25,240
0.0% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
783
shares
|
$23,897
0.01% of portfolio
|
Q3 2024
Reduced 43.83%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
770
shares
|
$23,500
0.01% of portfolio
|
Q3 2024
Reduced 2.65%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
684
shares
|
$20,875
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
663
shares
|
$20,234
0.0% of portfolio
|
Q2 2024
Reduced 5.82%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
663
shares
|
$20,234
0.0% of portfolio
|
Q3 2023
Reduced 5.01%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
463
shares
|
$14,130
0.0% of portfolio
|
Q3 2024
Reduced 69.78%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
389
shares
|
$11,872
0.0% of portfolio
|
Q3 2024
Added 380.25%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
360
shares
|
$10,987
0.0% of portfolio
|
Q3 2024
Reduced 12.41%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
347
shares
|
$10,590
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
316
shares
|
$9,644
0.0% of portfolio
|
Q3 2024
Reduced 48.03%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
312
shares
|
$9,522
0.0% of portfolio
|
Q3 2024
Reduced 11.36%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
300
shares
|
$9,156
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
285
shares
|
$8,698
0.0% of portfolio
|
Q3 2024
Added 1.06%
|