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 8.52 Million shares, which have been reported (via 13F filing form) to have a value of $262 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
9,909
shares
|
$301,729
0.03% of portfolio
|
Q3 2024
Added 3.5%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
9,038
shares
|
$275,207
0.0% of portfolio
|
Q4 2024
Reduced 4.19%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
8,550
shares
|
$260,347
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
5,770
shares
|
$175,696
0.01% of portfolio
|
Q4 2024
Reduced 3.07%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
4,084
shares
|
$124,357
0.0% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
3,786
shares
|
$115,283
0.0% of portfolio
|
Q4 2024
Added 717.71%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
3,048
shares
|
$92,811
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
2,189
shares
|
$66,655
0.0% of portfolio
|
Q4 2024
Reduced 13.0%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
1,950
shares
|
$59,377
0.01% of portfolio
|
Q3 2024
Added 550.0%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
1,500
shares
|
$45,675
0.0% of portfolio
|
Q4 2024
Reduced 8.48%
|
|
|
Copia Wealth Management
Bend, OR |
Mar 06, 2025 Q4 2024 |
1,272
shares
|
$38,732
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,220
shares
|
$37,149
0.0% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
1,112
shares
|
$33,860
0.0% of portfolio
|
Q4 2024
Reduced 12.03%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
990
shares
|
$30,145
0.01% of portfolio
|
Q4 2024
Added 26.44%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
827
shares
|
$25,182
0.0% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
768
shares
|
$23,385
0.01% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
687
shares
|
$20,919
0.0% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
669
shares
|
$20,371
0.0% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
663
shares
|
$20,188
0.0% of portfolio
|
Q3 2023
Reduced 5.01%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
391
shares
|
$11,905
0.0% of portfolio
|
Q4 2024
Added 23.73%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
347
shares
|
$10,566
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
333
shares
|
$10,139
0.0% of portfolio
|
Q4 2024
Reduced 7.5%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
312
shares
|
$9,500
0.0% of portfolio
|
Q3 2024
Reduced 11.36%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
311
shares
|
$9,469
0.0% of portfolio
|
Q4 2024
Reduced 40.19%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
302
shares
|
$9,195
0.0% of portfolio
|
Q4 2024
New holding
|