SRVR Institutional Ownership & Shareholders
PACER DATA & INFRASTRUCTURE (SRVR) is currently held by 104 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $207.03M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of America Corp is currently the largest disclosed institutional shareholder of SRVR tracked by InsiderSet, reporting ownership valued at approximately $73.87M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $65.36M, representing an estimated loss of -11.52% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 85% of the total disclosed SRVR value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Ameriprise Financial Inc, Morgan Stanley, and several other long-term asset managers with concentrated positions in PACER DATA & INFRASTRUCTURE (SRVR).
This page ranks the largest institutional SRVR shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
104
Total Reported Value
$207.03M
Largest Holder
Bank Of America Corp
Largest Position
$73.87M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
157
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.00% | 2,325,174 | $73,870,769 | $65,360,641 | -$8,510,128 | -11.52% | |
| Ameriprise Financial Inc | 0.01% | 832,911 | $26,513,058 | $23,413,128 | -$3,099,930 | -11.69% | |
| Morgan Stanley | 0.00% | 533,937 | $16,963,192 | $15,008,969 | -$1,954,223 | -11.52% | |
| Ubs Group Ag | 0.00% | 490,983 | $15,598,530 | $13,801,532 | -$1,796,998 | -11.52% | |
| Foster & Motley Inc | 0.58% | 395,271 | $12,558,000 | $11,111,068 | -$1,446,932 | -11.52% | |
| Lpl Financial Llc | 0.00% | 352,703 | $11,205,361 | $9,914,481 | -$1,290,880 | -11.52% | |
| Wells Fargo & Company/Mn | 0.00% | 190,107 | $6,039,715 | $5,343,908 | -$695,807 | -11.52% | |
| Altfest L J & Co Inc | 0.48% | 172,054 | $4,874,298 | $4,836,438 | -$37,860 | -0.78% | |
| Royal Bank Of Canada | 0.00% | 149,033 | $4,734,000 | $4,189,318 | -$544,682 | -11.51% | |
| Cetera Investment Advisers | 0.00% | 94,561 | $3,004,188 | $2,658,110 | -$346,078 | -11.52% | |
| Raymond James Financial Inc | 0.00% | 92,750 | $2,946,668 | $2,607,203 | -$339,466 | -11.52% | |
| Private Wealth Advisors, Llc | 0.78% | 81,658 | $2,594,275 | $2,295,406 | -$298,869 | -11.52% | |
| Hrt Financial Lp | 0.00% | 71,954 | $2,285,000 | $2,022,627 | -$262,373 | -11.48% | |
| Savvy Advisors, Inc. | 0.04% | 61,669 | $1,959,224 | $1,733,516 | -$225,708 | -11.52% | |
| One Wealth Map Llc | 0.60% | 42,393 | $1,295,102 | $1,191,667 | -$103,435 | -7.99% | |
| Scotia Capital Inc. | 0.00% | 40,403 | $1,283,601 | $1,135,728 | -$147,873 | -11.52% | |
| Envestnet Asset Management Inc | 0.00% | 40,218 | $1,277,722 | $1,130,528 | -$147,194 | -11.52% | |
| Rockefeller Capital Management L.P. | 0.00% | 38,273 | $1,215,937 | $1,075,854 | -$140,083 | -11.52% | |
| Cornerstone Management, Inc. | 0.18% | 41,864 | $1,186,008 | $1,176,797 | -$9,211 | -0.78% | |
| Acorn Financial Advisory Services Inc | 0.13% | 31,885 | $1,012,976 | $896,287 | -$116,689 | -11.52% | |
| Roan Capital Partners | 0.73% | 35,028 | $992,339 | $984,637 | -$7,702 | -0.78% | |
| Awm Capital, Llc | 0.06% | 30,000 | $849,900 | $843,300 | -$6,600 | -0.78% | |
| Baron Financial Group, Llc | 0.40% | 29,298 | $830,013 | $823,567 | -$6,446 | -0.78% | |
| Private Advisor Group, Llc | 0.00% | 24,943 | $792,433 | $701,148 | -$91,285 | -11.52% | |
| Proactive Wealth Strategies Llc | 0.13% | 24,923 | $791,814 | $700,586 | -$91,228 | -11.52% | |
| Commonwealth Equity Services, Llc | 0.00% | 24,384 | $774,690 | $685,434 | -$89,256 | -11.52% | |
| Osaic Holdings, Inc. | 0.00% | 22,953 | $729,402 | $645,209 | -$84,193 | -11.54% | |
| Wealth High Governance Asset Management Ltda. | 0.07% | 21,500 | $683,055 | $604,365 | -$78,690 | -11.52% | |
| Iht Wealth Management, Llc | 0.01% | 21,264 | $675,549 | $597,731 | -$77,818 | -11.52% | |
| Stelac Advisory Services Llc | 0.10% | 17,000 | $540,090 | $477,870 | -$62,220 | -11.52% | |
| Advyzon Investment Management, Llc | 0.03% | 14,846 | $471,657 | $417,321 | -$54,336 | -11.52% | |
| Integrated Wealth Concepts Llc | 0.00% | 14,482 | $460,079 | $407,089 | -$52,990 | -11.52% | |
| Citadel Advisors Llc | 0.00% | 14,078 | $447,258 | $395,733 | -$51,525 | -11.52% | |
| Citigroup Inc | 0.00% | 13,718 | $435,821 | $385,613 | -$50,208 | -11.52% | |
| Summit Financial, Llc | 0.00% | 13,512 | $429,287 | $379,822 | -$49,465 | -11.52% | |
| Stifel Financial Corp | 0.00% | 13,370 | $424,735 | $375,831 | -$48,904 | -11.51% | |
| D. E. Shaw & Co., Inc. | 0.00% | 13,282 | $421,969 | $373,357 | -$48,612 | -11.52% | |
| Oneascent Financial Services Llc | 0.02% | 12,463 | $395,950 | $350,335 | -$45,615 | -11.52% | |
| Globalt Investments Llc / Ga | 0.01% | 13,857 | $392,569 | $389,520 | -$3,049 | -0.78% | |
| Patron Partners, Llc | 0.13% | 11,038 | $350,677 | $310,278 | -$40,399 | -11.52% | |
| Independent Financial Group, Llc | 0.01% | 9,831 | $278,512 | $276,349 | -$2,163 | -0.78% | |
| Partners Capital Investment Group, Llp | 0.01% | 8,667 | $275,361 | $243,629 | -$31,732 | -11.52% | |
| Bryn Mawr Trust Advisors, Llc | 0.01% | 8,610 | $273,527 | $242,027 | -$31,500 | -11.52% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 8,136 | $258,485 | $228,703 | -$29,782 | -11.52% | |
| Mml Investors Services, Llc | 0.00% | 7,895 | $250,812 | $221,928 | -$28,884 | -11.52% | |
| Endowment Wealth Management, Inc. | 0.09% | 7,664 | $243,483 | $215,435 | -$28,048 | -11.52% | |
| Second Half Financial Partners, Llc | 0.08% | 6,510 | $206,823 | $182,996 | -$23,827 | -11.52% | |
| Geneos Wealth Management Inc. | 0.00% | 4,694 | $149,128 | $131,948 | -$17,180 | -11.52% | |
| Harbour Investments, Inc. | 0.00% | 4,183 | $132,896 | $117,584 | -$15,312 | -11.52% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 2,718 | $86,341 | $76,403 | -$9,938 | -11.51% |
Frequently asked questions about SRVR
Who are the largest institutional holders of SRVR?
The largest institutional holders of SRVR reported in the latest SEC Form 13F filings include Bank Of America Corp, Ameriprise Financial Inc, Morgan Stanley, Ubs Group Ag, and Foster & Motley Inc. InsiderSet ranks institutional holders by their latest reported SRVR position.
What is SRVR institutional ownership?
This page tracks SRVR positions reported by institutional investment managers through SEC Form 13F. PACER DATA & INFRASTRUCTURE (SRVR) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SRVR?
InsiderSet currently tracks 104 institutional managers reporting SRVR holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SRVR shareholders.
How much SRVR stock do institutions own?
Institutional investment managers disclosed approximately $207.03M in SRVR holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SRVR institutional ownership last updated?
The latest SRVR institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SRVR holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SRVR position after the reporting date.
Are institutions buying or selling SRVR?
Institutional buying and selling can be analyzed by comparing SRVR positions across consecutive 13F reporting periods. InsiderSet's SRVR Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SRVR ownership changes.
How has SRVR institutional ownership changed over time?
InsiderSet tracks SRVR institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.