SRVR institutional holders
PACER DATA & ETF INFRASTRUCTURE REAL ESTATE · 13F, 2026Q2
| Managers holding | 111 |
|---|
| Shares held | 8,014,253 |
|---|
| Reported value | $254.6m |
|---|
| Quarter flows | 24 new, 32 added, 32 trimmed, 17 exited |
|---|
Top 25 holders
| Manager | Shares | Value | % of manager's 13F |
|---|
| BANK OF AMERICA CORP /DE/ | 2,325,174 | $73.9m | 0.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,207,933 | $38.4m | 0.0% |
| AMERIPRISE FINANCIAL INC | 832,911 | $26.5m | 0.0% |
| MORGAN STANLEY | 533,937 | $17.0m | 0.0% |
| UBS Group AG | 490,983 | $15.6m | 0.0% |
| FOSTER & MOTLEY INC | 395,271 | $12.6m | 0.6% |
| LPL Financial LLC | 352,703 | $11.2m | 0.0% |
| WELLS FARGO & COMPANY/MN | 190,107 | $6.0m | 0.0% |
| Cambridge Investment Research Advisors, Inc. | 170,162 | $5.4m | 0.0% |
| ROYAL BANK OF CANADA | 149,033 | $4.7m | 0.0% |
| Cetera Investment Advisers | 94,561 | $3.0m | 0.0% |
| RAYMOND JAMES FINANCIAL INC | 92,750 | $2.9m | 0.0% |
| FRANKLIN RESOURCES INC | 84,553 | $2.7m | 0.0% |
| Private Wealth Advisors, LLC | 81,658 | $2.6m | 0.7% |
| HRT FINANCIAL LP | 71,954 | $2.3m | 0.0% |
| CLG LLC | 70,523 | $2.2m | 0.5% |
| Savvy Advisors, Inc. | 61,669 | $2.0m | 0.0% |
| INVENIO WEALTH PARTNERS LLC | 43,928 | $1.4m | 0.5% |
| Cornerstone Management, Inc. | 42,082 | $1.3m | 0.2% |
| One Wealth Map LLC | 42,393 | $1.3m | 0.6% |
| SCOTIA CAPITAL INC. | 40,403 | $1.3m | 0.0% |
| ENVESTNET ASSET MANAGEMENT INC | 40,218 | $1.3m | 0.0% |
| Rockefeller Capital Management L.P. | 38,273 | $1.2m | 0.0% |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 31,885 | $1.0m | 0.1% |
| AE Wealth Management LLC | 30,481 | $968,395 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("SRVR"). SRVR price history · All 13F data
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