Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Pacer Fds Tr (SRVR)

111 + Investors. Track Smart Money conviction in SRVR. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
1Q ▲
Buyers last Q
54%

Smart Money Signals — SRVR

Based on 111 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added SRVR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 94% of 3.0Y peak

94% of all-time peak
111 funds currently hold this stock — 94% of the 3.0-year high of 118 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding SRVR is almost the same as a year ago (-4 funds, -3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 54% buying

57 buying48 selling
Last quarter: 57 funds bought or added vs 48 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~26 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 14 → 28 → 21 → 26. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

49% of holders stayed for 2+ years

■ 49% conviction (2yr+) ■ 23% medium ■ 29% new
54 out of 111 hedge funds have held SRVR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

20 → 14 → 28 → 21 → 26 new funds/Q
New funds entering each quarter: 14 → 28 → 21 → 26. A growing number of institutions are discovering SRVR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 60% veterans vs 29% newcomers

■ 60% veterans ■ 11% 1-2yr ■ 29% new
Entry-cohort mix of 111 holders: 67 (60%) are 2+ year veterans, 12 entered 1–2 years ago, and 32 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 84% AUM from top-100 funds

84% from top-100 AUM funds
19 of 111 holders are among the 100 largest funds by AUM, controlling 84% of total institutional value in SRVR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — SRVR

In 2026 Q2, 57 hedge funds were net buyers of SRVR (26 opened a new position, 31 added to an existing one), while 48 reduced or exited (30 trimmed, 18 sold completely) — a 54% buyer ratio, indicating a slight buying edge. 84% of total institutional value in SRVR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 111.

Hedge Fund Ownership: SRVR

How many hedge funds hold SRVR — quarterly history vs. share price
Quarterly hedge fund ownership of SRVR vs. share price

Market Analysis: SRVR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SRVR

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: SRVR
111 + Investors

Track Smart Money conviction in SRVR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 111 103 7.77%
13F Shares 8M 8M 1.46%
Total Value $236M $230M 2.63%
New Positions 26 21 +5
Increased Positions 31 27 +4
Closed Positions 18 36 -18
Reduced Positions 30 33 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SRVR

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Institutional Holders (2026 Q2)

111 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SRVR. Verified SEC 13F-HR filings.

QUARTER:
Top 25 SRVR holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Roan Capital Partners 0.74% 27,916 $887K
2 Private Wealth Advisors, LLC 0.66% 81,658 $2.6M
3 One Wealth Map LLC 0.59% 42,393 $1.3M
4 Invenio Wealth Partners LLC 0.50% 43,928 $1.4M
5 Clg LLC 0.49% 70,523 $2.2M
6 Baron Financial Group, LLC 0.40% 26,713 $849K
7 Cornerstone Management, Inc. 0.19% 42,082 $1.3M
8 Patron Partners, LLC 0.13% 11,038 $351K
9 Acorn Financial Advisory Services Inc /Adv 0.13% 31,885 $1.0M
10 Proactive Wealth Strategies LLC 0.13% 24,923 $792K
11 Stelac Advisory Services LLC 0.10% 17,000 $540K
12 Endowment Wealth Management, Inc. 0.09% 7,664 $243K
13 Second Half Financial Partners, LLC 0.08% 6,510 $207K
14 Lunt Capital Management, Inc. 0.08% 6,935 $220K
15 Awm Capital, LLC 0.08% 30,000 $953K
16 Copia Wealth Management 0.04% 2,199 $70K
17 Savvy Advisors, Inc. 0.04% 61,669 $2.0M
18 Advyzon Investment Management, LLC 0.03% 14,846 $472K
19 Northwestern Mutual Wealth Management Co 0.02% 1,207,933 $38.4M
20 OneAscent Financial Services LLC 0.02% 12,463 $396K
21 GLOBALT Investments LLC / GA 0.02% 14,192 $451K
22 IHT Wealth Management, LLC 0.01% 21,264 $676K
23 Bryn Mawr Trust Advisors, LLC 0.01% 8,610 $274K
24 Key Capital Management, INC 0.01% 601 $19K
25 Partners Capital Investment Group, LLP 0.01% 8,667 $275K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Pacer Fds Tr (SRVR)

What does the Smart Money Trend signal show for SRVR?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added SRVR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SRVR?

Slight buying edge — 54% buying: Last quarter: 57 funds bought or added vs 48 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SRVR holders?

Elite ownership — 84% AUM from top-100 funds: 19 of 111 holders are among the 100 largest funds by AUM, controlling 84% of total institutional value in SRVR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held SRVR?

49% of holders stayed for 2+ years: 54 out of 111 hedge funds have held SRVR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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