Who Owns PACER FDS TR (SRVR)? -- Institutional Holders (2026-03-31)
137 institutions reported holding $244.3M of PACER FDS TR (SRVR) in SEC 13F filings for 2026-03-31. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($74.3M), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ($38.2M), AMERIPRISE FINANCIAL INC ($24.1M), UBS Group AG ($14.9M), MORGAN STANLEY ($14.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BANK OF AMERICA CORP /DE/ | $74.3M | 2.4M | Trimmed |
| 2 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $38.2M | 1.2M | Added |
| 3 | AMERIPRISE FINANCIAL INC | $24.1M | 771,020 | Trimmed |
| 4 | UBS Group AG | $14.9M | 478,187 | Added |
| 5 | MORGAN STANLEY | $14.7M | 471,265 | Trimmed |
| 6 | FOSTER & MOTLEY INC | $11.8M | 376,935 | Added |
| 7 | LPL Financial LLC | $10.9M | 348,582 | Added |
| 8 | Krilogy Financial LLC | $8.0M | 231,330 | New |
| 9 | WELLS FARGO & COMPANY/MN | $4.9M | 158,498 | Trimmed |
| 10 | Cetera Investment Advisers | $3.6M | 113,961 | Trimmed |
| 11 | Royal Bank of Canada | $3.4M | 107,847 | Trimmed |
| 12 | RAYMOND JAMES FINANCIAL INC | $2.9M | 94,466 | Trimmed |
| 13 | FRANKLIN RESOURCES INC | $2.6M | 84,387 | Trimmed |
| 14 | Cambridge Investment Research Advisors, Inc. | $2.2M | 69,341 | Trimmed |
| 15 | JANE STREET GROUP, LLC | $1.7M | 54,580 | Added |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.6M | 49,680 | Trimmed |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $1.5M | 48,520 | Trimmed |
| 18 | One Wealth Map LLC | $1.4M | 40,782 | Trimmed |
| 19 | Private Wealth Advisors, LLC | $1.4M | 45,326 | New |
| 20 | SCOTIA CAPITAL INC. | $1.4M | 43,871 | Trimmed |
| 21 | INVENIO WEALTH PARTNERS LLC | $1.4M | 43,642 | Added |
| 22 | Cornerstone Management, Inc. | $1.3M | 42,082 | Hold |
| 23 | Rockefeller Capital Management L.P. | $1.2M | 37,026 | Added |
| 24 | ACORN FINANCIAL ADVISORY SERVICES INC /ADV | $1.0M | 32,162 | Trimmed |
| 25 | AWM CAPITAL, LLC | $936,600 | 30,000 | New |
Source: SEC Form 13F filings · as of 2026-03-31