Purchases and Sales Made in Q3 2025 in Pacer Fds Tr Benchmark Data & (SRVR)
This table provides information about the institutional ownership of Pacer Fds Tr Benchmark Data & (SRVR) during Q3 2025. The information is specifically focused on institutions that hold shares of PACER FDS TR BENCHMARK DATA & .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
174K+ 6.09% |
$5.29M - $5.85M
|
3.03M
$88.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
102KNew |
$3.11M - $3.44M
|
102K
$2.99M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
38K+ 42.8% |
$1.15M - $1.28M
|
127K
$3.71M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
29.6K+ 23.79% |
$900K - $996K
|
154K
$4.51M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
28.4KNew |
$863K - $955K
|
28.4K
$831K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
24.4KNew |
$741K - $819K
|
24.4K
$713K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
23.8K+ 2.11% |
$722K - $799K
|
1.15M
$33.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
19.6K+ 27.1% |
$595K - $658K
|
91.7K
$2.68M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
17.9K+ 25.1% |
$545K - $602K
|
89.3K
$2.61M
|
|
|
Oct 07, 2025
Q3 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
9.6KNew |
$292K - $323K
|
9.6K
$281K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
9.18KNew |
$279K - $309K
|
9.18K
$269K
|
|
|
Nov 03, 2025
Q3 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
8.34KNew |
$254K - $280K
|
8.34K
$244K
|
|
|
Nov 14, 2025
Q3 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
7.25KNew |
$220K - $244K
|
7.25K
$212K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
4.91K+ 13.38% |
$149K - $165K
|
41.6K
$1.22M
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
4.66K+ 1.27% |
$142K - $157K
|
371K
$10.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Wt Wealth Management
|
BUY
|
- |
4.22K+ 43.96% |
$128K - $142K
|
13.8K
$404K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
3.12K+ 1254.22% |
$94.9K - $105K
|
3.37K
$98.6K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
3.06K+ 3.72% |
$92.9K - $103K
|
85.1K
$2.49M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.98K+ 1.0% |
$90.7K - $100K
|
302K
$8.84M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.98K+ 17.44% |
$90.4K - $100K
|
20K
$586K
|
|
|
Nov 13, 2025
Q3 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
2.79K+ 5.69% |
$84.9K - $93.9K
|
51.8K
$1.52M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.87KNew |
$56.8K - $62.8K
|
1.87K
$54.6K
|
|
|
Oct 31, 2025
Q3 2025
|
Patron Partners, LLC
|
BUY
|
- |
1.49K+ 10.39% |
$45.2K - $50K
|
15.8K
$462K
|
|
|
Oct 31, 2025
Q3 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
384+ 3.26% |
$11.7K - $12.9K
|
12.2K
$356K
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
214+ 3.39% |
$6.51K - $7.19K
|
6.53K
$191K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
185+ 770.83% |
$5.62K - $6.22K
|
209
$6.11K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
167New |
$5.08K - $5.61K
|
167
$4.88K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
109+ 0.6% |
$3.31K - $3.66K
|
18.2K
$531K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
101+ 1.16% |
$3.07K - $3.4K
|
8.78K
$257K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
96New |
$2.92K - $3.23K
|
96
$2.81K
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
75New |
$2.28K - $2.52K
|
75
$2.19K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
75+ 5.93% |
$2.28K - $2.52K
|
1.34K
$39.2K
|
|
|
Nov 05, 2025
Q3 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
53+ 0.42% |
$1.61K - $1.78K
|
12.7K
$371K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
44New |
$1.34K - $1.48K
|
44
$1.29K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
30New |
$912 - $1.01K
|
30
$878
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
9+ 12.33% |
$274 - $303
|
82
$2.4K
|
|
|
Nov 13, 2025
Q3 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
6+ 200.0% |
$182 - $202
|
9
$263
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
5+ 0.45% |
$152 - $168
|
1.13K
$32.9K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
4+ 100.0% |
$122 - $134
|
8
$234
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3+ 8.82% |
$91.2 - $101
|
37
$1.08K
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
2+ 0.69% |
$60.8 - $67.2
|
290
$8.48K
|
|
|
Oct 14, 2025
Q3 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
2New |
$60.8 - $67.2
|
2
$58.5
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1+ 0.04% |
$30.4 - $33.6
|
2.3K
$67.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1+ 0.41% |
$30.4 - $33.6
|
242
$7.08K
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
1+ 0.67% |
$30.4 - $33.6
|
150
$4.39K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 0.11% |
$30.4 - $33.6
|
951
$27.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.48% |
$30.4 - $33.6
|
210
$6.14K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1- 0.15% |
$30.4 - $33.6
|
664
$19.4K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2- 16.67% |
$60.8 - $67.2
|
10
$293
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-9- 56.25% |
$274 - $303
|
7
$205
|
|