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 114 institutions that hold shares in the stock, with a total of 8.33 Million shares, which have been reported (via 13F filing form) to have a value of $267 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
8,321
shares
|
$266,521
0.03% of portfolio
|
Q1 2025
Reduced 16.03%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
8,263
shares
|
$264,663
0.16% of portfolio
|
Q1 2025
Reduced 39.14%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
May 05, 2025 Q1 2025 |
6,935
shares
|
$222,128
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
5,350
shares
|
$171,360
0.01% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
4,708
shares
|
$150,797
0.0% of portfolio
|
Q1 2025
Reduced 77.65%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
4,097
shares
|
$131,226
0.0% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
2,192
shares
|
$70,209
0.0% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
2,187
shares
|
$70,049
0.0% of portfolio
|
Q1 2025
Added 45.8%
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
1,912
shares
|
$61,241
0.05% of portfolio
|
Q1 2025
Added 50.31%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
1,850
shares
|
$59,255
0.01% of portfolio
|
Q1 2025
Reduced 5.13%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,220
shares
|
$39,076
0.0% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
1,117
shares
|
$35,777
0.0% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
950
shares
|
$30,428
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
789
shares
|
$25,271
0.0% of portfolio
|
Q1 2025
Reduced 4.59%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
689
shares
|
$22,068
0.0% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
669
shares
|
$21,428
0.0% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
663
shares
|
$21,235
0.0% of portfolio
|
Q3 2023
Reduced 5.01%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
500
shares
|
$16,015
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
475
shares
|
$15,214
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
465
shares
|
$14,893
0.0% of portfolio
|
Q1 2025
Reduced 39.45%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
395
shares
|
$12,651
0.0% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
375
shares
|
$12,011
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
322
shares
|
$10,313
0.0% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
316
shares
|
$10,121
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
300
shares
|
$9,609
0.02% of portfolio
|
Q3 2021
New holding
|