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 100 institutions that hold shares in the stock, with a total of 10.1 Million shares, which have been reported (via 13F filing form) to have a value of $323 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
4,528,565
shares
|
$145 Million
0.01% of portfolio
|
Q2 2024
Reduced 3.35%
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
1,385,939
shares
|
$44.5 Million
0.04% of portfolio
|
Q2 2024
Added 1.92%
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
824,744
shares
|
$26.5 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.53%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
488,272
shares
|
$15.7 Million
0.0% of portfolio
|
Q2 2024
Added 108.24%
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
365,830
shares
|
$11.7 Million
0.75% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
303,316
shares
|
$9.74 Million
0.0% of portfolio
|
Q2 2024
Reduced 8.85%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
199,115
shares
|
$6.39 Million
0.0% of portfolio
|
Q2 2024
Added 20.4%
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 14, 2024 Q2 2024 |
165,705
shares
|
$5.32 Million
0.0% of portfolio
|
Q2 2024
Added 7.97%
|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
158,107
shares
|
$5.08 Million
1.04% of portfolio
|
Q3 2024
Added 6.07%
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
126,040
shares
|
$4.05 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.9%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
118,454
shares
|
$3.8 Million
0.0% of portfolio
|
Q2 2024
Added 19.62%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
102,189
shares
|
$3.28 Million
0.01% of portfolio
|
Q2 2024
Reduced 6.99%
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
81,486
shares
|
$2.62 Million
0.0% of portfolio
|
Q2 2024
Added 22.94%
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
75,586
shares
|
$2.43 Million
0.21% of portfolio
|
Q3 2024
Added 0.79%
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
69,961
shares
|
$2.25 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
Altfest L J & CO Inc
|
Aug 07, 2024 Q2 2024 |
67,368
shares
|
$2.16 Million
0.25% of portfolio
|
Q2 2024
New holding
|
|
Cornerstone Management, Inc.
Duluth, GA |
Oct 08, 2024 Q3 2024 |
65,904
shares
|
$2.12 Million
0.44% of portfolio
|
Q3 2024
Added 22.45%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
62,877
shares
|
$2.02 Million
0.0% of portfolio
|
Q2 2024
Reduced 43.93%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
59,767
shares
|
$1.92 Million
0.0% of portfolio
|
Q3 2024
Reduced 52.05%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
59,493
shares
|
$1.91 Million
0.0% of portfolio
|
Q2 2024
Reduced 40.89%
|
|
Acorn Financial Advisory Services Inc
|
Aug 01, 2024 Q2 2024 |
46,167
shares
|
$1.48 Million
0.26% of portfolio
|
Q2 2024
Added 3.69%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
45,665
shares
|
$1.47 Million
0.0% of portfolio
|
Q2 2024
Reduced 52.37%
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Aug 13, 2024 Q2 2024 |
45,429
shares
|
$1.46 Million
0.02% of portfolio
|
Q2 2024
Added 100.0%
|
|
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%
|
|
Scotia Capital Inc.
|
Aug 14, 2024 Q2 2024 |
41,584
shares
|
$1.34 Million
0.01% of portfolio
|
Q2 2024
Added 1.4%
|