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Pacer Data & Infrastructure Real Estate ETF (SRVR) Institutional Ownership

Pacer Data & Infrastructure Real Estate ETF logo
$34.83 +0.22 (+0.64%)
As of 05:05 PM Eastern
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Institutional Ownership Changes (13F Filings) for Pacer Data & Infrastructure Real Estate ETF (NYSEARCA:SRVR)

Number of
Institutional Buyers
(last 12 months)
5
Total
Institutional Inflows
(last 12 months)
$38.02M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$201.00K
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SRVR Institutional Buying and Selling by Quarter

Pacer Data & Infrastructure Real Estate ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/21/2026 Foster & Motley Inc.376,935$11.77M0.6%+1.1%3.292%
2/6/2026 Copia Wealth Management10,229$293K0.2%-15.9%0.084%
2/6/2026 GLOBALT Investments LLC GA15,064$431K0.0%-2.2%0.124%
1/26/2026 Nations Financial Group Inc. IA ADV7,350$211K0.0%-5.2%0.060%
1/15/2026 Foster & Motley Inc.372,918$10.68M0.6%+0.6%2.902%
11/17/2025 Ameriprise Financial Inc.1,150,694$36.45M0.0%+2.1%8.430%
11/13/2025 Invenio Wealth Partners LLC51,841$1.64M0.6%+5.7%0.380%
10/31/2025 Copia Wealth Management12,161$385K0.3%+3.3%0.089%
10/28/2025 Nations Financial Group Inc. IA ADV7,750$246K0.0%-9.4%0.057%
10/23/2025 Foster & Motley Inc.370,525$11.74M0.6%+1.3%2.714%
10/14/2025 GLOBALT Investments LLC GA15,400$488K0.0%-5.4%0.113%
8/15/2025 Ameriprise Financial Inc.1,126,930$36.42M0.0%N/A8.078%
8/11/2025 Invenio Wealth Partners LLC49,048$1.59M0.6%-0.7%0.352%
7/31/2025 GLOBALT Investments LLC GA16,271$526K0.0%-10.4%0.117%
7/29/2025 Foster & Motley Inc.365,866$11.83M0.7%+0.5%2.623%
7/28/2025 Copia Wealth Management11,777$381K0.3%+516.0%0.084%
7/16/2025 Patron Partners LLC14,299$462K0.2%+4.8%0.103%
5/8/2025Foster & Motley Inc.363,918$10.68M0.7%+2.8%2.767%
5/7/2025GLOBALT Investments LLC GA18,155$533K0.0%-9.7%0.138%
4/24/2025Patron Partners LLC13,648$401K0.2%+22.7%0.104%
4/17/2025Copia Wealth Management1,912$56K0.1%+50.3%0.014%
3/6/2025Copia Wealth Management1,272$38K0.0%N/A0.009%
2/17/2025Ameriprise Financial Inc.53,183$1.59M0.0%-32.2%0.331%
2/12/2025Invenio Wealth Partners LLC47,592$1.43M0.6%N/A0.297%
2/12/2025JPMorgan Chase & Co.3,786$114K0.0%+717.7%0.024%
2/10/2025GLOBALT Investments LLC GA20,107$603K0.0%-2.4%0.125%
1/24/2025Patron Partners LLC11,119$333K0.2%+16.9%0.069%
1/23/2025Foster & Motley Inc.353,856$10.61M0.7%-3.3%2.205%
11/13/2024Private Trust Co. NA1,950$63K0.0%+550.0%0.012%
11/7/2024GLOBALT Investments LLC GA20,593$662K0.0%-2.7%0.128%
11/5/2024Nations Financial Group Inc. IA ADV10,859$349K0.0%-58.0%0.068%
10/30/2024Foster & Motley Inc.365,830$11.76M0.7%-0.2%2.279%
10/28/2024Creative Financial Designs Inc. ADV75,586$2.43M0.2%+0.8%0.471%
8/6/2024Patron Partners LLC9,432$258K0.2%+6.8%0.059%
8/3/2024Foster & Motley Inc.366,745$10.03M0.7%-2.1%2.285%
7/29/2024Nations Financial Group Inc. IA ADV25,869$707K0.1%-9.9%0.161%
5/3/2024Patron Partners LLC8,830$253K0.2%+10.4%0.055%
4/23/2024Nations Financial Group Inc. IA ADV28,715$823K0.1%-2.1%0.176%
2/20/2024GLOBALT Investments LLC GA24,673$736K0.0%N/A0.121%
2/9/2024Nations Financial Group Inc. IA ADV29,325$874K0.1%-5.5%0.143%
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2/1/2024Foster & Motley Inc.356,489$10.63M0.8%-11.8%1.743%
1/18/2024Patron Partners LLC7,999$238K0.2%N/A0.039%
1/10/2024Creative Financial Designs Inc. ADV67,717$2.02M0.2%+2.7%0.331%
10/24/2023Foster & Motley Inc.404,316$10.47M0.9%-1.6%1.977%
8/10/2023Bessemer Group Inc.3,800$111K0.0%N/A0.019%
8/8/2023Foster & Motley Inc.410,865$12.00M0.9%+1.1%2.009%
7/26/2023Creative Financial Designs Inc. ADV57,943$1.69M0.2%+19.8%0.243%
5/9/2023Foster & Motley Inc.406,566$12.06M1.0%+9.3%1.694%
4/28/2023Janney Montgomery Scott LLC8,370$248K0.0%-61.2%0.035%
4/25/2023Creative Financial Designs Inc. ADV48,352$1.43M0.2%+12.4%0.201%
3/6/2023OLD Mission Capital LLC80,108$2.33M0.1%+183.1%0.288%
2/10/2023CoreCap Advisors LLC78,429$2.28M0.2%-12.0%0.282%
2/9/2023Sowell Financial Services LLC32,973$957K0.1%-38.0%0.118%
2/9/2023Foster & Motley Inc.372,090$10.80M0.9%+7.8%1.336%
2/1/2023Janney Montgomery Scott LLC21,565$626K0.0%-30.1%0.077%
1/31/2023Community Bank N.A.4,035$117K0.0%-12.7%0.014%
1/25/2023Mayflower Financial Advisors LLC7,517$218K0.0%N/A0.027%
1/19/2023Mayflower Financial Advisors LLC7,517$218K0.1%N/A0.026%
12/2/2022American Trust9,935$284K0.0%+45.6%0.030%
11/15/2022Signature Securities Group Corporation3,054$87K0.0%N/A0.010%
11/15/2022Partners Capital Investment Group LLP9,326$267K0.0%N/A0.029%
11/14/2022OLD Mission Capital LLC28,298$810K0.0%N/A0.086%
11/4/2022Foster & Motley Inc.345,273$9.89M0.9%+4.7%1.054%
11/3/2022Bogart Wealth LLC1,250$36K0.0%N/A0.004%
11/2/2022Hudock Inc.2,176$62K0.0%-44.1%0.007%
10/31/2022Green Square Capital Advisors LLC134,266$3.84M0.7%-37.9%0.410%
10/25/2022Janney Montgomery Scott LLC30,873$884K0.0%+3.5%0.094%
10/17/2022WealthCare Investment Partners LLC8,391$240K0.2%+37.4%0.025%
9/16/2022Private Trust Co. NA9,257$319K0.0%N/A0.027%
8/11/2022CoreCap Advisors LLC85,368$2.94M0.2%+8.1%0.251%
8/9/2022Foster & Motley Inc.329,805$11.36M1.0%+5.0%0.970%
8/3/2022Janney Montgomery Scott LLC29,832$1.04M0.0%-6.3%0.088%
8/1/2022Creative Financial Designs Inc. ADV43,436$1.50M0.2%+3.4%0.128%
7/29/2022Patriot Financial Group Insurance Agency LLC5,546$191K0.0%-51.7%0.016%
7/26/2022Community Bank N.A.4,605$158K0.0%-84.4%0.014%
7/20/2022Green Square Capital Advisors LLC216,116$7.44M1.4%-3.1%0.657%
7/18/2022WealthCare Investment Partners LLC6,106$210K0.2%N/A0.019%
6/8/2022American Trust6,683$261K0.0%N/A0.019%
5/27/2022Garde Capital Inc.7,488$292K0.0%-11.3%0.022%
5/11/2022Patriot Financial Group Insurance Agency LLC11,489$449K0.1%+17.5%0.034%
5/10/2022Aaron Wealth Advisors LLC15,264$391K0.0%N/A0.045%
5/10/2022Tcwp LLC829$32K0.0%N/A0.002%
5/5/2022Community Bank N.A.29,605$1.16M0.1%-40.7%0.086%
5/5/2022Green Square Capital Advisors LLC223,038$8.71M1.4%+12.3%0.651%
5/2/2022Hudock Inc.3,869$151K0.0%-36.6%0.011%
5/2/2022Arkadios Wealth Advisors50,237$1.96M0.3%-33.2%0.145%
4/29/2022CoreCap Advisors LLC78,944$3.08M0.2%+8.6%0.228%
4/28/2022Foster & Motley Inc.314,163$12.27M1.0%+8.8%0.905%
4/15/2022WealthBridge Capital Management LLC15,700$613K0.2%-10.0%0.045%
4/15/2022Creative Financial Designs Inc. ADV41,990$1.64M0.2%-22.7%0.121%
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4/8/2022Alaska Permanent Capital Management15,757$615K0.1%N/A0.044%
3/8/2022Green Square Capital Advisors LLC198,578$8.59M1.7%+1.8%0.537%


SRVR Institutional Ownership - Frequently Asked Questions

During the previous two years, 10 institutional investors and hedge funds held shares of Pacer Data & Infrastructure Real Estate ETF. The most heavily invested institutionals were Ameriprise Financial Inc. ($36.45M), Foster & Motley Inc. ($11.77M), Creative Financial Designs Inc. ADV ($2.43M), Invenio Wealth Partners LLC ($1.64M), Patron Partners LLC ($462K), GLOBALT Investments LLC GA ($431K), and Copia Wealth Management ($293K).Learn more on Pacer Data & Infrastructure Real Estate ETF's institutional investors.

The following institutional investors have purchased Pacer Data & Infrastructure Real Estate ETF's stock in the last 24 months: Ameriprise Financial Inc. ($1.15M), Invenio Wealth Partners LLC ($50.39K), Foster & Motley Inc. ($23.08K), Copia Wealth Management ($12.16K), Patron Partners LLC ($5.39K), JPMorgan Chase & Co. ($3.32K), and Private Trust Co. NA ($1.65K).

Institutional investors have bought a total of 1,177,404 shares in the last 24 months. This purchase volume represents approximately $38.02M in transactions.

The following institutional investors have sold Pacer Data & Infrastructure Real Estate ETF stock in the last 24 months: GLOBALT Investments LLC GA ($3.09K), Copia Wealth Management ($1.93K), Nations Financial Group Inc. IA ADV ($1.20K), and Invenio Wealth Partners LLC ($333.00).

Institutional investors have sold a total of 6,556 shares in the last 24 months. This volume of shares sold represents approximately $201.00K in transactions.


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This page (NYSEARCA:SRVR) was last updated on 5/28/2026 by MarketBeat.com Staff.
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