Skip to content

CALF PACER FDS TR

Follow

US SMALL CAP CAS (fund)

390 managers (393 13F filers) reported a position in CALF shares at 2026-06-30, 42,965,997 shares in all. 36 filers opened a position and 34 filers sold out during the quarter.

Managers
390
13F filers
393
New
36
Added
109
Reduced
173
Sold out
34
Shares held by filers
42,965,997

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/10,456,053$529M0.03%-547,17213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,827,949$194M0.01%-335,67413F-HRTimelineGroup
LPL Financial LLC3,165,036$160M0.04%+27,29013F-HRTimeline
Cetera Investment Advisers1,688,335$85.4M0.08%-149,98113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,464,088$74.1M0.02%-172,60813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,387,576$70.2M0.01%-198,13113F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,130,959$57.2M0.03%-179,06113F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,039,801$52.6M0.01%-104,30413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC877,842$44.4M0.01%-133,93913F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP874,270$44.3M0.02%+41,67213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA765,369$38.7M0.01%-64,21213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.761,637$38.6M0.05%+87,58313F-HRTimelineGroup
BlueStem Wealth Partners, LLC672,950$34.1M3.39%+46,81413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…653,599$33.1M0.05%-15,28413F-HRTimelineGroup
Cambridge Investment Research Advisors,…575,184$29.1M0.07%-38,03313F-HR/ATimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP534,800$27.1M0.02%+410,30013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC499,215$25.3M0.03%-62,15213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.479,839$24.3M0.03%+5,10313F-HRTimelineGroup
Compass Advisory Group LLC416,688$21.1M5.01%+4,35113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding401,972$20.3M-58,378Timeline
D.A. DAVIDSON & CO.399,878$20.2M0.11%-20,29413F-HRTimeline
MML INVESTORS SERVICES, LLC398,574$20.2M0.04%+48,67313F-HRTimeline
Pacer Advisors, Inc.382,401$19.4M0.05%-44013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC374,892$19.2M<0.01%+67813F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP370,691$18.8M0.02%-20,98513F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC320,162$16.2M<0.01%+153,40513F-HRTimelineGroup
Steward Partners Investment Advisory, L…302,908$15.3M0.08%+15,53413F-HRTimeline
HighTower Advisors, LLC263,396$13.3M0.01%+15,18913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…255,062$13.2M0.02%+9,35813F-HRTimeline
Cornerstone Wealth Management, LLC259,602$13.1M0.56%+14,45613F-HRTimeline
HHM Wealth Advisors, LLC250,104$12.7M1.27%-130,10213F-HRTimeline
Procyon Advisors, LLC225,085$11.4M0.49%-7,70013F-HRTimeline
Fearless Solutions, LLC dba Best Invest224,379$11.4M6%-2,96213F-HRTimeline
KB Prvo drustvo za upravuvanje so zadol…208,090$10.5M2.03%13F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.173,595$8.79M0.88%-6,64013F-HRTimeline
Long Island Wealth Management, Inc.173,149$8.76M3.62%-2,81913F-HRTimeline
NewEdge Advisors, LLC169,045$8.56M0.03%+5,63513F-HRTimeline
Private Advisor Group, LLC163,095$8.25M0.04%+59,85313F-HRTimeline
PSI Advisors, LLC157,374$7.96M1.85%-6,74613F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV126,663$6.41M0.31%+1,16913F-HRTimeline
Janney Montgomery Scott LLC111,223$5.63M0.01%-6,70213F-HRTimeline
Clarus Wealth Advisors99,159$5.08M1.96%-3,67313F-HRTimeline
Family Manage LLC99,064$5.01M0.53%-2,21113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …97,336$4.93M0.05%-2,77513F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding95,975$4.86M+250Timeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/83,814$4.24M<0.01%+1,79713F-HRTimelineGroup
Forefront Wealth Partners, LLC83,261$4.21M1.31%+49,63013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …81,573$4.13M0.08%+2,78313F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC79,954$4.05M0.08%+1,10013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.79,852$4.04M0.02%-15,18913F-HRTimelineGroup
Pacific Wealth Strategies Group, Inc.78,017$3.95M2.27%+57,18813F-HRTimeline
J.W. COLE ADVISORS, INC.72,339$3.66M0.06%-2,17613F-HRTimeline
Keystone Financial Services, LLC72,227$3.66M2.2%-11,14113F-HRTimeline
Econ Financial Services Corp71,973$3.64M1.7%-37,44813F-HRTimeline
Inlight Wealth Management, LLC70,365$3.56M1.13%-3,42213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…69,546$3.52M<0.01%+15,96313F-HRTimelineGroup
Clay Northam Wealth Management, LLC69,365$3.51M1.73%-2,45513F-HRTimeline
Atlas Wealth LLC69,036$3.49M0.5%-1,52613F-HRTimeline
&PARTNERS66,625$3.37M0.01%-8,83213F-HRTimeline
Cassady Wealth & Retirement Planning, L…66,527$3.37M1.57%+6,56313F-HRTimeline
Summit Financial, LLC65,007$3.29M0.04%-15,74213F-HRTimeline
VERUS CAPITAL PARTNERS, LLC63,394$3.21M0.17%+1,23913F-HRTimeline
Sanctuary Advisors, LLC63,363$3.21M0.01%-30,98313F-HRTimeline
Investor's Fiduciary Advisor Network, L…62,453$3.16M1.07%-41613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC62,259$3.15M<0.01%-28,29713F-HRTimelineGroup
Integrated Wealth Concepts LLC61,387$3.11M0.02%+22,96413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…60,332$3.05M0.1%-8,10713F-HRTimelineGroup
Anson Capital, Inc.60,266$3.05M1.98%-1,73813F-HRTimeline
Premier Path Wealth Partners, LLC58,521$2.96M0.34%+9,08213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS57,858$2.93M<0.01%+19813F-HRTimeline
Ellis Investment Partners, LLC57,592$2.91M0.44%-76513F-HRTimeline
First PREMIER Bank55,444$2.81M0.45%+7,47913F-HRTimeline
Arax Advisory Partners54,504$2.76M0.02%+46,58513F-HRTimeline
Caprock Group, LLC52,811$2.67M0.05%new13F-HRTimeline
Prospera Financial Services Inc52,319$2.65M0.04%+4,48513F-HRTimeline
Gotham Asset Management, LLC52,316$2.65M0.01%+19613F-HRTimeline
BARRETT & COMPANY, INC.52,292$2.65M0.74%+36413F-HRTimeline
Ausdal Financial Partners, Inc.47,897$2.42M0.1%-9,06613F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC46,868$2.37M0.27%-37713F-HRTimeline
Visionary Wealth Advisors46,820$2.37M0.09%+4,28713F-HRTimeline
Modern Wealth Management, LLC46,300$2.34M0.03%+18,52913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP46,289$2.34M<0.01%-24113F-HR/ATimelineGroup
BCS Wealth Management46,047$2.33M0.42%+94613F-HRTimeline
COZAD ASSET MANAGEMENT INC45,628$2.31M0.15%-9,24113F-HRTimeline
Geneos Wealth Management Inc.45,413$2.3M0.05%+23213F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC45,115$2.28M1.03%-10613F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd44,736$2.26M0.03%+4,57713F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC43,250$2.19M0.02%+45513F-HRTimelineGroup
NORTHBRIDGE FINANCIAL GROUP, LLC42,386$2.15M0.82%+3,82913F-HRTimeline
BLAIR WILLIAM & CO/IL41,474$2.1M0.01%-78813F-HRTimeline
IHT Wealth Management, LLC40,944$2.07M0.04%-4,97213F-HRTimeline
Endowment Wealth Management, Inc.39,268$1.99M0.77%+4,17113F-HRTimeline
Claro Advisors Inc.38,948$1.97M0.21%-2,47913F-HRTimeline
AlphaCore Capital LLC38,523$1.95M0.04%new13F-HRTimeline
Bedel Financial Consulting, Inc.37,345$1.89M0.18%-8413F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC36,627$1.85M0.33%-47013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…36,075$1.83M0.05%+97213F-HRTimelineGroup
Certified Advisory Corp35,627$1.8M0.15%-1,09613F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…35,364$1.79M0.04%+18,79713F-HRTimelineGroup
Chicago Partners Investment Group LLC34,492$1.78M0.04%-2,16813F-HRTimeline
Copia Wealth Management35,125$1.78M1.07%-2,73513F-HRTimeline
Global Retirement Partners, LLC34,616$1.75M0.03%13F-HRTimeline
Y-Intercept (Hong Kong) Ltd34,215$1.73M0.03%new13F-HRTimeline
Firestone Capital Management32,194$1.63M0.3%+2813F-HRTimeline
Valmark Advisers, Inc.31,041$1.57M0.02%+4,04913F-HRTimeline
Commerce Advisors, LLC30,769$1.56M0.85%-6,44913F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC30,692$1.55M0.01%+26,39513F-HRTimeline
Kingsview Wealth Management, LLC30,591$1.55M0.02%-2,45913F-HRTimeline
Beacon Pointe Advisors, LLC30,358$1.54M0.01%+12,91913F-HRTimeline
Inscription Capital, LLC28,129$1.42M0.13%+2,01613F-HRTimeline
HARBOUR INVESTMENTS, INC.27,981$1.42M0.02%-43013F-HRTimeline
Lodestone Wealth Management LLC27,670$1.4M0.49%+1,42513F-HRTimeline
Moors & Cabot, Inc.27,131$1.37M0.05%-9,89013F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC27,002$1.37M0.2%-1,56313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…26,430$1.34M0.01%-35,74513F-HRTimelineGroup
Western Wealth Management, LLC26,182$1.33M0.04%-2,58413F-HRTimeline
MONEY CONCEPTS CAPITAL CORP25,916$1.31M0.06%+31013F-HRTimeline
Cushing Capital Partners, LLC25,898$1.31M0.9%+1,87513F-HRTimeline
Evolution Wealth Advisors, LLC24,817$1.26M0.15%013F-HRTimeline
PFG Advisors24,703$1.25M0.06%-1,40313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO24,230$1.23M<0.01%+21,44413F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers24,195$1.22M<0.01%+10,35913F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC23,923$1.21M0.01%-29613F-HRTimelineGroup
MITCHELL MCLEOD PUGH & WILLIAMS INC23,485$1.19M0.15%-7,19213F-HRTimeline
IFP Advisors, Inc23,404$1.18M0.02%+36813F-HRTimeline
KPP Advisory Services LLC22,793$1.15M0.15%-4,10213F-HRTimeline
HighPoint Advisor Group LLC22,161$1.12M0.04%-2,88413F-HRTimeline
DAVENPORT & Co LLC21,971$1.11M0.01%-23,42613F-HRTimeline
CMC Financial Group21,831$1.1M2.14%-1,05113F-HRTimeline
Fortune Financial Group, Inc.21,338$1.08M0.85%new13F-HRTimeline
MONEYWISE, INC.21,298$1.08M0.4%-4,21013F-HRTimeline
Coppell Advisory Solutions LLC1,559$1.08M0.12%new13F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC20,780$1.05M0.12%+1613F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC19,936$1.01M0.07%-85613F-HRTimeline
Perigon Wealth Management, LLC19,895$1.01M0.02%-1,49313F-HRTimeline
Plan Group Financial, LLC19,862$1.01M0.21%-1,38013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…18,916$957K0.02%-1,32513F-HRTimelineGroup
Signature Equity Partners, LLC18,907$957K0.44%-7,16713F-HRTimeline
Wealth Group Ltd18,855$954K0.18%-4,32213F-HRTimeline
JBR Co Financial Management Inc18,842$954K0.35%-17,14513F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT18,447$934K0.09%-1,22113F-HRTimeline
Goldstone Financial Group, LLC18,444$933K0.09%-74913F-HRTimeline
Garden State Investment Advisory Servic…18,167$919K0.18%+31513F-HRTimeline
Sigma Planning Corp17,707$896K0.02%-4,58413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC17,669$894K0.02%-19513F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV17,615$892K<0.01%-5,27213F-HR/ATimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…17,582$890K<0.01%+81313F-HRTimelineGroup
WINEBRENNER CAPITAL MANAGEMENT LLC17,362$879K0.54%-3213F-HRTimeline
Z3 Capital Partners, LLC17,328$877K0.18%-31013F-HRTimeline
Advisory Services Network, LLC17,012$861K0.01%-3,00413F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC16,994$860K0.19%-53913F-HRTimeline
First Heartland Consultants, Inc.16,526$836K0.05%-19513F-HRTimeline
Ashton Thomas Private Wealth, LLC16,356$828K0.02%-1,00713F-HRTimeline
E&G Advisors, LLC16,295$825K0.16%-10513F-HRTimeline
Global Assets Advisory, LLC15,989$820K0.18%new13F-HRTimeline
Glen Eagle Advisors, LLC16,026$811K0.1%-2,59213F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…15,880$811K0.05%+26613F-HRTimeline
BlueChip Wealth Advisors LLC16,006$810K0.31%+8513F-HRTimeline
WNY Asset Management, LLC15,696$794K0.07%-22,87013F-HRTimeline
City Center Advisors, LLC15,264$773K0.63%-30713F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC15,201$769K0.19%+1,62913F-HRTimelineGroup
Xcelsior Advisor Partners LLC15,165$768K0.1%new13F-HRTimeline
EP Wealth Advisors, LLC14,707$744K<0.01%+2,24113F-HRTimeline
Carter Financial Group, INC.14,423$730K0.38%-91,58513F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …13,939$705K<0.01%-1,23813F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP13,693$693K<0.01%-1,75613F-HRTimelineGroup
Belpointe Asset Management LLC13,575$687K0.02%+17713F-HRTimeline
Sankala Group LLC12,070$686K0.46%+2,51613F-HRTimeline
Allworth Financial LP13,364$676K<0.01%-1,76313F-HRTimeline
Unified Investment Management13,305$673K0.63%+113F-HRTimeline
BigSur Wealth Management LLC13,100$663K0.16%013F-HRTimeline
Key Financial Inc12,897$653K0.11%013F-HRTimeline
Snowden Capital Advisors LLC12,813$648K0.02%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC12,721$644K<0.01%-30,02713F-HRTimeline
HAZLETT, BURT & WATSON, INC.12,603$637K0.17%-21513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV12,220$618K0.03%+5,36013F-HRTimeline
INTEGRITY ALLIANCE, LLC.11,983$606K0.02%-91313F-HRTimeline
Spectrum Strategic Capital Management, …11,563$585K0.29%+84513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…11,532$584K0.01%+2,63713F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/11,487$581K<0.01%-7,50513F-HRTimelineGroup
Savvy Advisors, Inc.11,459$580K0.01%-9213F-HRTimeline
Oder Investment Management, LLC11,396$577K0.39%+1,24013F-HRTimeline
Clear Creek Financial Management, LLC11,049$559K0.04%-32113F-HRTimeline
Merit Financial Group, LLC10,938$554K<0.01%+16313F-HR/ATimeline
THOROUGHBRED FINANCIAL SERVICES, LLC10,756$544K0.03%+213F-HRTimeline
Sloy Dahl & Holst, LLC10,540$533K0.07%+11013F-HRTimeline
CENTAURUS FINANCIAL, INC.10,375$525K0.02%-19813F-HRTimeline
Millstone Evans Group, LLC10,362$524K0.28%-4,17013F-HRTimeline
Foundations Investment Advisors, LLC10,070$510K0.01%+1,07713F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC10,011$507K0.01%013F-HRTimeline
Paragon Private Wealth Management, LLC9,998$506K0.13%-4,58913F-HRTimeline
Glass Jacobson Investment Advisors llc9,744$493K0.15%-3,65313F-HRTimeline
Capital Advisors, Ltd. LLC9,553$483K0.05%+10013F-HRTimeline
FMR LLCin group FMR LLC9,543$483K<0.01%+2,98413F-HRTimelineGroup
Maridea Wealth Management LLC9,475$480K0.05%+1,97713F-HRTimeline
NewEdge Wealth, LLC9,403$476K<0.01%-99213F-HRTimeline
Commonwealth Financial Services, LLC9,401$476K0.06%-10813F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management9,390$475K<0.01%new13F-HRTimelineGroup
Nautilus Advisors LLC9,071$469K0.28%-40813F-HRTimeline
CALTON & ASSOCIATES, INC.9,246$468K0.07%+66613F-HRTimeline