Who Owns PACER FDS TR (SRVR)? -- Institutional Holders (2026-06-30)
126 institutions reported holding $251.9M of PACER FDS TR (SRVR) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($73.9M), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ($38.4M), AMERIPRISE FINANCIAL INC ($26.5M), MORGAN STANLEY ($17.0M), UBS Group AG ($15.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BANK OF AMERICA CORP /DE/ | $73.9M | 2.3M | Trimmed |
| 2 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $38.4M | 1.2M | Trimmed |
| 3 | AMERIPRISE FINANCIAL INC | $26.5M | 832,911 | Added |
| 4 | MORGAN STANLEY | $17.0M | 533,937 | Added |
| 5 | UBS Group AG | $15.6M | 490,983 | Added |
| 6 | FOSTER & MOTLEY INC | $12.6M | 395,271 | Added |
| 7 | LPL Financial LLC | $11.2M | 352,703 | Added |
| 8 | WELLS FARGO & COMPANY/MN | $6.0M | 190,107 | Added |
| 9 | Royal Bank of Canada | $4.7M | 149,033 | Added |
| 10 | Cetera Investment Advisers | $3.0M | 94,561 | Trimmed |
| 11 | RAYMOND JAMES FINANCIAL INC | $2.9M | 92,750 | Trimmed |
| 12 | Cambridge Investment Research Advisors, Inc. | $2.7M | 85,081 | Added |
| 13 | FRANKLIN RESOURCES INC | $2.7M | 84,553 | Added |
| 14 | Private Wealth Advisors, LLC | $2.6M | 81,658 | Added |
| 15 | HRT FINANCIAL LP | $2.3M | 71,954 | New |
| 16 | CLG LLC | $2.2M | 70,523 | New |
| 17 | Savvy Advisors, Inc. | $2.0M | 61,669 | New |
| 18 | INVENIO WEALTH PARTNERS LLC | $1.4M | 43,928 | Added |
| 19 | Cornerstone Management, Inc. | $1.3M | 42,082 | Hold |
| 20 | One Wealth Map LLC | $1.3M | 42,393 | Added |
| 21 | SCOTIA CAPITAL INC. | $1.3M | 40,403 | Trimmed |
| 22 | ENVESTNET ASSET MANAGEMENT INC | $1.3M | 40,218 | Trimmed |
| 23 | Rockefeller Capital Management L.P. | $1.2M | 38,273 | Added |
| 24 | ACORN FINANCIAL ADVISORY SERVICES INC /ADV | $1.0M | 31,885 | Trimmed |
| 25 | AE Wealth Management LLC | $968,395 | 30,481 | Added |
Source: SEC Form 13F filings · as of 2026-06-30