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 113 institutions that hold shares in the stock, with a total of 8.81 Million shares, which have been reported (via 13F filing form) to have a value of $261 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
45,131
shares
|
$1.33 Million
0.0% of portfolio
|
Q3 2023
Reduced 54.82%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
39,370
shares
|
$1.16 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.32%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
39,084
shares
|
$1.15 Million
0.0% of portfolio
|
Q3 2024
Reduced 14.41%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
35,271
shares
|
$1.04 Million
0.01% of portfolio
|
Q4 2024
Reduced 11.79%
|
|
|
H&H Retirement Design & Management Inc
|
Oct 16, 2024 Q3 2024 |
35,038
shares
|
$1.03 Million
0.67% of portfolio
|
Q3 2024
Added 4.04%
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
28,612
shares
|
$840,620
0.28% of portfolio
|
Q4 2024
Reduced 3.95%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
26,990
shares
|
$792,966
0.0% of portfolio
|
Q3 2024
Reduced 10.75%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Jan 31, 2025 Q4 2024 |
22,714
shares
|
$667,337
0.02% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
20,975
shares
|
$616,245
0.06% of portfolio
|
Q3 2024
Reduced 13.21%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
20,593
shares
|
$605,022
0.02% of portfolio
|
Q3 2024
Reduced 2.74%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
20,245
shares
|
$594,798
0.0% of portfolio
|
Q3 2024
Reduced 12.09%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
19,958
shares
|
$586,366
0.0% of portfolio
|
Q3 2024
Reduced 11.14%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
18,524
shares
|
$544,235
0.0% of portfolio
|
Q3 2024
Reduced 76.75%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
14,686
shares
|
$431,474
0.0% of portfolio
|
Q3 2024
Reduced 20.74%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Jan 31, 2025 Q4 2024 |
13,330
shares
|
$391,635
0.21% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
12,918
shares
|
$379,530
0.02% of portfolio
|
Q2 2020
Added 426.11%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
12,267
shares
|
$360,404
0.0% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
11,296
shares
|
$331,876
0.16% of portfolio
|
Q3 2024
Reduced 3.46%
|
|
|
Patron Partners, LLC
|
Jan 24, 2025 Q4 2024 |
11,119
shares
|
$326,676
0.19% of portfolio
|
Q4 2024
Added 16.93%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
10,859
shares
|
$319,037
0.03% of portfolio
|
Q3 2024
Reduced 58.02%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
10,832
shares
|
$318,244
0.0% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
10,823
shares
|
$317,979
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
9,793
shares
|
$287,718
0.0% of portfolio
|
Q3 2024
Added 2.72%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
9,038
shares
|
$265,536
0.0% of portfolio
|
Q4 2024
Reduced 4.19%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2024 Q3 2024 |
6,700
shares
|
$196,846
0.09% of portfolio
|
Q3 2024
New holding
|