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 |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
40,331
shares
|
$1.3 Million
0.0% of portfolio
|
Q2 2024
Added 6.56%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
39,983
shares
|
$1.28 Million
0.01% of portfolio
|
Q3 2024
Reduced 63.63%
|
|
|
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
|
Oct 16, 2024 Q3 2024 |
35,038
shares
|
$1.13 Million
0.67% of portfolio
|
Q3 2024
Added 4.04%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
30,242
shares
|
$971,070
0.0% of portfolio
|
Q2 2024
Reduced 8.58%
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
Oct 15, 2024 Q3 2024 |
29,790
shares
|
$956,556
0.31% of portfolio
|
Q3 2024
Added 4.06%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jul 29, 2024 Q2 2024 |
25,869
shares
|
$830,653
0.06% of portfolio
|
Q2 2024
Reduced 9.91%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Aug 13, 2024 Q2 2024 |
24,167
shares
|
$776,002
0.06% of portfolio
|
Q2 2024
Added 7.3%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
23,030
shares
|
$739,493
0.0% of portfolio
|
Q2 2024
Added 1.04%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
22,461
shares
|
$721,222
0.0% of portfolio
|
Q2 2024
Added 1.61%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Aug 14, 2024 Q2 2024 |
21,173
shares
|
$679,865
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Oct 23, 2024 Q3 2024 |
20,128
shares
|
$646,310
0.26% of portfolio
|
Q3 2024
Reduced 4.7%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
18,528
shares
|
$594,934
0.0% of portfolio
|
Q2 2024
Reduced 14.37%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
18,524
shares
|
$594,805
0.0% of portfolio
|
Q3 2024
Reduced 76.75%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
12,918
shares
|
$414,796
0.02% of portfolio
|
Q2 2020
Added 426.11%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
12,179
shares
|
$391,067
0.0% of portfolio
|
Q3 2024
Added 4.18%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Aug 12, 2024 Q2 2024 |
11,701
shares
|
$375,719
0.14% of portfolio
|
Q1 2024
Reduced 1.27%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
11,046
shares
|
$354,687
0.0% of portfolio
|
Q2 2024
Reduced 16.51%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
10,787
shares
|
$346,370
0.0% of portfolio
|
Q1 2024
Reduced 7.01%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
9,534
shares
|
$306,136
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
9,433
shares
|
$302,893
0.0% of portfolio
|
Q3 2024
Added 2.85%
|
|
|
Patron Partners, LLC
|
Aug 05, 2024 Q2 2024 |
9,432
shares
|
$302,861
0.16% of portfolio
|
Q2 2024
Added 6.82%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Aug 01, 2024 Q2 2024 |
7,396
shares
|
$237,485
0.16% of portfolio
|
Q2 2024
Reduced 7.54%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
6,556
shares
|
$210,513
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
6,005
shares
|
$192,820
0.01% of portfolio
|
Q2 2024
Reduced 8.14%
|