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Get Institutions for : 
Pacer Benchmark Data & Infrastructure Re Sctr (SRVR)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 114    5
Total shares held : 
 11,802,200  
% of shares held : 
 37.47%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -19  
Amount of shares held : 
 -1,538,720  
% of shares held change : 
   -4.88%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
13
 260,439
 2.21%
 
Increased Positions :
32
 435,217
 3.69%
 
Unchanged Positions :
23
 169,864
 1.44%
 
Decreased Positions :
46
-2,108,620
-17.87%
 
Closed Positions :
18
-125,756
-1.07%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BANK OF AMERICA CORP /DE/ 771 - 2024-03-31 4,685,719 $134,246,000 -1,180,669
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 232 - 2024-03-31 1,359,787 $38,958,000 -3,965
   MORGAN STANLEY 2466 - 2024-03-31 854,885 $24,492,000 -30,567
   FOSTER & MOTLEY INC 34 - 2024-03-31 374,563 $10,731,000 18,074
   LPL FINANCIAL CORP 1361 - 2024-03-31 332,774 $9,534,000 -28,468
   UBS Group AG 1907 - 2024-03-31 234,478 $6,718,000 109,180
   ROYAL BANK OF CANADA 1933 - 2024-03-31 165,374 $4,738,000 -29,000
   FRANKLIN RESOURCES INC 1296 - 2024-03-31 153,470 $4,397,000 1,285
   TAP Consulting LLC 31 - 2024-03-31 138,651 $3,972,000 15,826
   CLARK CAPITAL MANAGEMENT GROUP INC 201 *New 2024-03-31 129,328 $3,705,000 129,328
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1306 - 2024-03-31 128,151 $3,672,000 511
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 923 - 2024-03-31 126,887 $3,635,000 64,782
   Private Advisor Group LLC 607 - 2024-03-31 115,363 $3,305,000 -5,539
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1300 - 2024-03-31 112,135 $3,213,000 47,705
   ENVESTNET ASSET MANAGEMENT INC 2337 - 2024-03-31 100,643 $2,883,000 40,433
   WELLS FARGO & CO/MN 2330 - 2024-03-31 99,026 $2,837,000 36,951
   Advisor Group Holdings Inc. 1462 - 2024-03-31 95,872 $2,746,000 -20,599
   RAYMOND JAMES & ASSOCIATES 2037 - 2024-03-31 83,439 $2,391,000 -772
   COMMONWEALTH EQUITY SERVICES LLC. 1735 - 2024-03-31 73,668 $2,111,000 -37,384
   CREATIVE FINANCIAL DESIGNS INC /ADV 102 - 2024-03-31 71,560 $2,050,000 3,843
   STIFEL FINANCIAL CORP 1752 - 2024-03-31 66,280 $1,899,000 11,863
   MULTIFINANCIAL SECURITIES CORP 861 - 2024-03-31 63,220 $1,811,000 15,928
   Cornerstone Management Inc. 25 - 2024-03-31 53,823 $1,542,000 769
   ACORN FINANCIAL ADVISORY SERVICES INC /ADV 55 - 2024-03-31 44,524 $1,276,000 4,155
   DHK Financial Advisors Inc. 35 - 2024-03-31 43,768 $1,254,000 0
   SCOTIA CAPITAL INC. 465 - 2024-03-31 41,011 $1,175,000 2,937
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 919 - 2023-09-30 45,131 $1,168,000 -54,770
   MML INVESTORS SERVICES LLC 1376 - 2024-03-31 37,849 $1,084,000 411
   Rockefeller Capital Management L.P. 1275 - 2024-03-31 33,080 $948,000 7,465
   Stratos Wealth Advisors LLC 339 - 2024-03-31 32,967 $945,000 -575
   H&H Retirement Design & Management INC 40 - 2024-03-31 32,697 $866,000 -2,844
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 297 - 2024-03-31 28,715 $823,000 -610
   Proquility Private Wealth Partners LLC 77 - 2024-03-31 28,173 $807,000 15,684
   FINANCIAL NETWORK 1638 - 2024-03-31 26,549 $761,000 1,143
   GLOBALT Investments LLC / GA 167 - 2024-03-31 23,421 $671,000 -1,252
   HIGHTOWER ADVISORS, LLC 2048 - 2024-03-31 22,793 $655,000 -2,092
   PARTNERS CAPITAL INVESTMENT GROUP LLP 112 - 2024-03-31 22,714 $651,000 -22,715
   LAKE STREET ADVISORS GROUP LLC 294 - 2024-03-31 22,714 $651,000 22,714
   EQIS CAPITAL MANAGEMENT, INC. 371 - 2024-03-31 22,523 $645,000 3,828
   Kestra Advisory Services LLC 1498 - 2024-03-31 22,105 $633,000 -5,631
   H D Vest Advisory Services 941 - 2024-03-31 21,638 $620,000 -710
   Cetera Investment Advisers 1142 - 2024-03-31 20,098 $576,000 -16,682
   BKM Wealth Management LLC 96 - 2024-03-31 20,091 $576,000 -1,501
   Integrated Wealth Concepts LLC 1170 - 2024-03-31 13,230 $379,000 2,118
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1769 - 2024-03-31 12,781 $366,000 483
   Intrepid Financial Planning Group LLC 93 - 2024-03-31 11,701 $335,000 -150
   J P MORGAN CHASE & CO 3952 - 2024-03-31 11,601 $332,000 -9,100
   Keystone Financial Group 250 - 2024-03-31 10,987 $315,000 348
   Atria Wealth Solutions Inc. 1525 - 2024-03-31 10,787 $309,000 -813
   GSA CAPITAL PARTNERS LLP 1205 - 2024-03-31 10,734 $308,000 950
   Stratos Wealth Partners LTD. 1096 - 2024-03-31 10,134 $290,000 -4,355
   PATRON PARTNERS ADVISORS LLC 148 - 2024-03-31 8,830 $253,000 831
   JBR Co Financial Management Inc 85 - 2024-03-31 8,458 $242,000 -103
   Endowment Wealth Management Inc. 112 - 2024-03-31 7,999 $229,000 -2,040
   D E SHAW & CO INC 2613 *New 2024-03-31 7,031 $201,000 7,031
   PARK AVENUE SECURITIES LLC 1318 *New 2024-03-31 7,015 $201,000 7,015
   Geneos Wealth Management Inc. 713 - 2024-03-31 6,537 $187,000 66
   PRINCIPAL SECURITIES INC. 1142 - 2024-03-31 4,926 $141,000 4,690
   Goss Wealth Management LLC 2007 - 2024-03-31 4,030 $115,000 -605
   Spire Wealth Management 948 - 2024-03-31 4,029 $115,000 208
   Farther Finance Advisors LLC 915 - 2024-03-31 3,884 $110,000 3,681
   PSI Advisors LLC 246 - 2024-03-31 1,729 $50,000 -83
   VOISARD ASSET MANAGEMENT GROUP INC. 140 - 2024-03-31 1,592 $46,000 0
   CWM LLC 2491 - 2024-03-31 1,253 $36,000 0
   Steward Partners Investment Advisory LLC 2329 - 2024-03-31 1,061 $30,000 121
   HARBOUR INVESTMENTS INC. 1789 - 2023-12-31 815 $24,000 20
   FMR LLC 3792 - 2024-03-31 788 $23,000 223
   BANK OF MONTREAL /CAN/ 3145 *New 2024-03-31 794 $23,000 794
   Creekmur Asset Management LLC 351 - 2024-03-31 806 $23,000 2
   OPTIMUM INVESTMENT ADVISORS 453 - 2024-03-31 700 $20,000 0
   Aptus Capital Advisors LLC 956 - 2024-03-31 704 $20,000 41
   Beacon Capital Management LLC 454 - 2024-03-31 684 $20,000 0
   GUARDIAN WEALTH ADVISORS LLC / NC 362 - 2024-03-31 663 $19,000 0
   PNC FINANCIAL SERVICES GROUP INC 3474 - 2024-03-31 618 $18,000 -56
   Qube Research & Technologies Ltd 3211 - 2024-03-31 588 $17,000 -53
   COMERICA BANK 3070 - 2024-03-31 527 $15,000 -85
   PROEQUITIES INC. 1688 - 2024-03-31 352 $10,000 80
   PRIVATE TRUST CO NA 1677 - 2024-03-31 300 $9,000 0
   HAZLETT BURT & WATSON INC. 529 - 2024-03-31 322 $9,000 2
   Financial Gravity Wealth Inc. 483 - 2024-03-31 329 $9,000 328
   Tyler-Stone Wealth Management 656 - 2024-03-31 300 $9,000 0
   Coastal Investment Advisors Inc. 712 - 2024-03-31 265 $8,000 265
   Archer Investment Corp 675 - 2024-03-31 282 $8,000 1
   Abich Financial Wealth Management LLC 222 - 2023-12-31 270 $8,000 0
   Global Retirement Partners LLC 2218 - 2024-03-31 255 $7,000 74
   Jackson Grant Investment Advisers Inc. 284 - 2024-03-31 206 $6,000 0
   GRADIENT INVESTMENTS LLC 752 - 2024-03-31 133 $4,000 -639
   FARMERS & MERCHANTS INVESTMENTS INC 854 - 2024-03-31 155 $4,000 0
   Investors Research Corp 855 - 2024-03-31 134 $4,000 0
   Key Financial Inc 1054 - 2024-03-31 88 $3,000 -226
   ANCORA ADVISORS, LLC 1443 - 2024-03-31 114 $3,000 18
   IFP Advisors Inc 2597 - 2023-12-31 52 $2,000 -311
   Sargent Bickham Lagudis LLC 903 - 2022-12-31 60 $2,000 0
   BLAIR WILLIAM & CO/IL 1757 - 2024-03-31 81 $2,000 0
   Emerald Investment Partners LLC 467 *New 2024-03-31 61 $2,000 61
   Caitlin John LLC 698 - 2023-12-31 77 $2,000 0
   HANSON MCCLAIN, INC. 3030 - 2024-03-31 35 $1,000 0
   Concord Wealth Partners 775 - 2024-03-31 20 $1,000 0
   ATTICUS WEALTH MANAGEMENT LLC 509 - 2024-03-31 19 $1,000 0
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1837 - 2024-03-31 47 $1,000 26
  100 Records found
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