SRVR Institutional Ownership
Pacer Data & Infrastructure Real Estate ETF
1W: -2.5%
1M: -5.4%
3M: -8.9%
YTD: -2.5%
1Y: -11.0%
3Y: +15.5%
5Y: -23.8%
$28.28
+0.11 (+0.39%)
Weekly Expected Move ±2.8%
$27
$27
$28
$29
$30
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — SRVR
127
Institutional Holders
-9 vs prior quarter
0.0%
Ownership
+0.00pp
251M
Total Invested
25
New Positions
30
Increased
48
Reduced
15
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (155 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 2,325,174 | $66M | -55,456 | -2.3% | 15Q | SEC ↗ |
| 2 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 1,207,933 | $34M | -15,533 | -1.3% | 25Q | SEC ↗ |
| 3 | AMERIPRISE FINANCIAL INC | 832,911 | $24M | +61,891 | +8.0% | 5Q | SEC ↗ |
| 4 | MORGAN STANLEY | 533,937 | $15M | +62,672 | +13.3% | 28Q | SEC ↗ |
| 5 | UBS Group AG | 490,983 | $14M | +12,796 | +2.7% | 27Q | SEC ↗ |
| 6 | FOSTER & MOTLEY INC | 395,271 | $11M | +18,336 | +4.9% | 26Q | SEC ↗ |
| 7 | LPL Financial LLC | 352,703 | $10M | +4,121 | +1.2% | 29Q | SEC ↗ |
| 8 | WELLS FARGO & COMPANY/MN | 190,107 | $5M | +31,609 | +19.9% | 27Q | SEC ↗ |
| 9 | ROYAL BANK OF CANADA | 149,033 | $4M | +41,186 | +38.2% | 31Q | SEC ↗ |
| 10 | Cetera Investment Advisers | 94,561 | $3M | -19,400 | -17.0% | 27Q | SEC ↗ |
| 11 | RAYMOND JAMES FINANCIAL INC | 92,750 | $3M | -1,716 | -1.8% | 7Q | SEC ↗ |
| 12 | Cambridge Investment Research Advisors | 85,081 | $2M | +15,740 | +22.7% | 29Q | SEC ↗ |
| 13 | FRANKLIN RESOURCES INC | 84,553 | $2M | +166 | +0.2% | 22Q | SEC ↗ |
| 14 | Private Wealth Advisors, LLC | 81,658 | $2M | +36,332 | +80.2% | 2Q | SEC ↗ |
| 15 | HRT FINANCIAL LP NEW | 71,954 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 16 | CLG LLC NEW | 70,523 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 17 | Savvy Advisors, Inc. NEW | 61,669 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 18 | INVENIO WEALTH PARTNERS LLC | 43,928 | $1M | +286 | +0.7% | 7Q | SEC ↗ |
| 19 | One Wealth Map LLC | 42,393 | $1M | +1,611 | +4.0% | 11Q | SEC ↗ |
| 20 | Cornerstone Management, Inc. | 42,082 | $1M | — | +0.0% | 20Q | SEC ↗ |
| 21 | SCOTIA CAPITAL INC. | 40,403 | $1M | -3,468 | -7.9% | 23Q | SEC ↗ |
| 22 | ENVESTNET ASSET MANAGEMENT INC | 40,218 | $1M | -8,302 | -17.1% | 27Q | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 38,273 | $1M | +1,247 | +3.4% | 24Q | SEC ↗ |
| 24 | ACORN FINANCIAL ADVISORY SERVICES INC | 31,885 | $902K | -277 | -0.9% | 27Q | SEC ↗ |
| 25 | AE Wealth Management LLC | 30,481 | $862K | +11,908 | +64.1% | 7Q | SEC ↗ |
| 26 | AWM CAPITAL, LLC | 30,000 | $848K | — | +0.0% | 2Q | SEC ↗ |
| 27 | Roan Capital Partners NEW | 27,916 | $789K | — | +0.0% | 1Q | SEC ↗ |
| 28 | Baron Financial Group, LLC | 26,713 | $755K | +2,803 | +11.7% | 4Q | SEC ↗ |
| 29 | Private Advisor Group, LLC | 24,943 | $705K | -1,575 | -5.9% | 27Q | SEC ↗ |
| 30 | Proactive Wealth Strategies LLC | 24,923 | $705K | +54 | +0.2% | 8Q | SEC ↗ |
| 31 | COMMONWEALTH EQUITY SERVICES, LLC | 24,384 | $690K | +5,578 | +29.7% | 27Q | SEC ↗ |
| 32 | OSAIC HOLDINGS, INC. | 22,953 | $649K | +10,355 | +82.2% | 26Q | SEC ↗ |
| 33 | Wealth High Governance Asset Managemen NEW | 21,500 | $608K | — | +0.0% | 1Q | SEC ↗ |
| 34 | IHT Wealth Management, LLC | 21,264 | $601K | -482 | -2.2% | 4Q | SEC ↗ |
| 35 | Stelac Advisory Services LLC | 17,000 | $481K | — | +0.0% | 2Q | SEC ↗ |
| 36 | HighTower Advisors, LLC | 15,191 | $430K | -183 | -1.2% | 23Q | SEC ↗ |
| 37 | Advyzon Investment Management, LLC | 14,846 | $420K | +4,676 | +46.0% | 5Q | SEC ↗ |
| 38 | Integrated Wealth Concepts LLC | 14,482 | $410K | -3,704 | -20.4% | 11Q | SEC ↗ |
| 39 | GLOBALT Investments LLC / GA | 14,192 | $401K | -761 | -5.1% | 2Q | SEC ↗ |
| 40 | CITADEL ADVISORS LLC | 14,078 | $398K | -2,243 | -13.7% | 9Q | SEC ↗ |
| 41 | CITIGROUP INC | 13,718 | $388K | +1,016 | +8.0% | 4Q | SEC ↗ |
| 42 | Summit Financial, LLC | 13,512 | $382K | -2,534 | -15.8% | 4Q | SEC ↗ |
| 43 | STIFEL FINANCIAL CORP | 13,370 | $378K | +302 | +2.3% | 28Q | SEC ↗ |
| 44 | D. E. Shaw & Co., Inc. NEW | 13,282 | $376K | — | +0.0% | 1Q | SEC ↗ |
| 45 | OneAscent Financial Services LLC | 12,463 | $352K | — | +0.0% | 2Q | SEC ↗ |
| 46 | PATRON PARTNERS, LLC | 11,038 | $312K | -938 | -7.8% | 11Q | SEC ↗ |
| 47 | INDEPENDENT FINANCIAL GROUP, LLC | 9,462 | $268K | -2,091 | -18.1% | 5Q | SEC ↗ |
| 48 | PARTNERS CAPITAL INVESTMENT GROUP, LLP | 8,667 | $245K | — | +0.0% | 17Q | SEC ↗ |
| 49 | Bryn Mawr Trust Advisors, LLC | 8,610 | $243K | -1,866 | -17.8% | 4Q | SEC ↗ |
| 50 | Stratos Wealth Partners, LTD. | 8,136 | $230K | -195 | -2.3% | 29Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| HRT FINANCIAL LP | 71,954 | $2M |
| CLG LLC | 70,523 | $2M |
| Savvy Advisors, Inc. | 61,669 | $2M |
| Roan Capital Partners | 27,916 | $789K |
| Wealth High Governance Asset Manage | 21,500 | $608K |
| D. E. Shaw & Co., Inc. | 13,282 | $376K |
| Second Half Financial Partners, LLC | 6,510 | $184K |
| IFG Advisory, LLC | 1,518 | $43K |
| Hartford Financial Management Inc. | 952 | $27K |
| Capital Analysts, LLC | 694 | $20K |
| Key Capital Management, INC | 601 | $17K |
| SouthState Bank Corp | 410 | $12K |
| Planning Strategies Inc. | 294 | $8K |
| Blue Trust, Inc. | 245 | $7K |
| Catherine Avery Investment Manageme | 221 | $6K |
| LANARK FINANCIAL, INC. | 215 | $6K |
| MERCER GLOBAL ADVISORS INC /ADV | 170 | $5K |
| Global Retirement Partners, LLC | 70 | $2K |
| Asset Dedication, LLC | 60 | $2K |
| Larson Financial Group LLC | 56 | $2K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Krilogy Financial LLC | 231,330 | $7M |
| TWO SIGMA INVESTMENTS, LP | 110,200 | $3M |
| JANE STREET GROUP, LLC | 54,580 | $2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 49,680 | $1M |
| GTS SECURITIES LLC | 18,005 | $509K |
| WT Wealth Management | 16,335 | $462K |
| FLOW TRADERS U.S. LLC | 15,954 | $451K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 13,858 | $392K |
| Conservest Capital Advisors, Inc. | 7,864 | $222K |
| NATIONS FINANCIAL GROUP INC, /IA/ / | 7,350 | $208K |
| Kestra Advisory Services, LLC | 4,304 | $122K |
| Spire Wealth Management | 4,034 | $114K |
| BANK OF MONTREAL /CAN | 3,515 | $99K |
| Western Wealth Management, LLC | 2,450 | $69K |
| OPTIMA CAPITAL LLC | 2,267 | $64K |
| Advisory Services Network, LLC | 2,255 | $64K |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 663 | $19K |
| BOKF, NA | 380 | $11K |
| SageView Advisory Group, LLC | 327 | $9K |
| Rossby Financial, LCC | 250 | $7K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | +62,672 | +13.3% | 533,937 |
| AMERIPRISE FINANCIAL INC | +61,891 | +8.0% | 832,911 |
| ROYAL BANK OF CANADA | +41,186 | +38.2% | 149,033 |
| Private Wealth Advisors, LLC | +36,332 | +80.2% | 81,658 |
| WELLS FARGO & COMPANY/MN | +31,609 | +19.9% | 190,107 |
| FOSTER & MOTLEY INC | +18,336 | +4.9% | 395,271 |
| Cambridge Investment Research Advis | +15,740 | +22.7% | 85,081 |
| UBS Group AG | +12,796 | +2.7% | 490,983 |
| AE Wealth Management LLC | +11,908 | +64.1% | 30,481 |
| OSAIC HOLDINGS, INC. | +10,355 | +82.2% | 22,953 |
| COMMONWEALTH EQUITY SERVICES, LLC | +5,578 | +29.7% | 24,384 |
| Advyzon Investment Management, LLC | +4,676 | +46.0% | 14,846 |
| LPL Financial LLC | +4,121 | +1.2% | 352,703 |
| Baron Financial Group, LLC | +2,803 | +11.7% | 26,713 |
| One Wealth Map LLC | +1,611 | +4.0% | 42,393 |
| Steward Partners Investment Advisor | +1,319 | +94.3% | 2,718 |
| Rockefeller Capital Management L.P. | +1,247 | +3.4% | 38,273 |
| CITIGROUP INC | +1,016 | +8.0% | 13,718 |
| BLAIR WILLIAM & CO/IL | +819 | +2213.5% | 856 |
| Endowment Wealth Management, Inc. | +690 | +9.9% | 7,664 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| BANK OF AMERICA CORP /DE | -55,456 | -2.3% | 2,325,174 |
| Cetera Investment Advisers | -19,400 | -17.0% | 94,561 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -15,533 | -1.3% | 1,207,933 |
| ENVESTNET ASSET MANAGEMENT INC | -8,302 | -17.1% | 40,218 |
| MML INVESTORS SERVICES, LLC | -4,966 | -38.6% | 7,895 |
| Integrated Wealth Concepts LLC | -3,704 | -20.4% | 14,482 |
| SCOTIA CAPITAL INC. | -3,468 | -7.9% | 40,403 |
| Summit Financial, LLC | -2,534 | -15.8% | 13,512 |
| CITADEL ADVISORS LLC | -2,243 | -13.7% | 14,078 |
| INDEPENDENT FINANCIAL GROUP, LLC | -2,091 | -18.1% | 9,462 |
| Bryn Mawr Trust Advisors, LLC | -1,866 | -17.8% | 8,610 |
| RAYMOND JAMES FINANCIAL INC | -1,716 | -1.8% | 92,750 |
| Private Advisor Group, LLC | -1,575 | -5.9% | 24,943 |
| Copia Wealth Management | -1,036 | -32.0% | 2,199 |
| PATRON PARTNERS, LLC | -938 | -7.8% | 11,038 |
| Geneos Wealth Management Inc. | -865 | -15.6% | 4,694 |
| GLOBALT Investments LLC / GA | -761 | -5.1% | 14,192 |
| IHT Wealth Management, LLC | -482 | -2.2% | 21,264 |
| Strategic Wealth Partners, Ltd. | -452 | -27.4% | 1,200 |
| ACORN FINANCIAL ADVISORY SERVICES I | -277 | -0.9% | 31,885 |