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Disclosery

CALF PACER FDS TR

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US SMALL CAP CAS (fund)

539 managers (543 13F filers) reported a position in CALF shares at 2024-12-31, 123,787,337 shares in all. 47 filers opened a position and 51 filers sold out during the quarter.

Managers
539
13F filers
543
New
47
Added
202
Reduced
200
Sold out
51
Shares held by filers
123,787,337

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
TAP Consulting, LLC37,459$1.65M0.34%-2,16613F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC36,972$1.63M<0.01%-6,17013F-HRTimelineGroup
Amplius Wealth Advisors, LLC36,562$1.61M0.17%-13,36613F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.36,254$1.6M1.1%13F-HRTimeline
Garden State Investment Advisory Servic…36,168$1.59M0.49%+71813F-HRTimeline
Fortis Advisors, LLC35,563$1.57M1.03%+51813F-HRTimeline
Evolution Wealth Advisors, LLC35,546$1.56M0.26%-15413F-HRTimeline
SYNOVUS FINANCIAL CORP35,481$1.56M0.02%-36,47513F-HRTimeline
Strategic Equity Management34,593$1.52M0.64%+5,11713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…34,384$1.51M0.04%-12,03213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO34,190$1.5M<0.01%-310,70613F-HRTimelineGroup
Cooper Financial Group32,580$1.43M0.17%-105,70013F-HRTimeline
OPTIMA CAPITAL LLC32,411$1.43M0.99%13F-HRTimeline
Sowell Financial Services LLC32,144$1.41M0.07%new13F-HRTimeline
BlueChip Wealth Advisors LLC32,077$1.41M0.78%-12,42113F-HRTimeline
Smith Thornton Advisors LLC32,072$1.41M0.89%-15913F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC31,865$1.4M0.73%+1,77713F-HRTimeline
Strategic Blueprint, LLC31,790$1.4M0.08%+13,47413F-HRTimeline
Lokken Investment Group LLC31,713$1.4M0.6%+4,61813F-HRTimeline
Anderson Financial Strategies, LLC31,419$1.38M0.83%13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…31,129$1.37M0.11%new13F-HRTimeline
First Heartland Consultants, Inc.30,996$1.36M0.14%+8,52113F-HRTimeline
Secure Asset Management, LLC30,867$1.36M0.21%+8,52213F-HRTimeline
Northeast Financial Consultants Inc30,865$1.36M0.06%-43513F-HRTimeline
Trilogy Capital Inc.30,586$1.35M0.07%-3,08413F-HRTimeline
Sylvest Advisors, LLC30,331$1.33M0.82%13F-HRTimeline
Perissos Private Wealth Management, LLC30,229$1.33M0.99%+67513F-HRTimeline
MTM FINANCIAL GROUP, LLC30,220$1.33M0.8%-1,44113F-HRTimeline
Apeiron RIA LLC30,101$1.32M0.37%+24,39213F-HRTimeline
Comprehensive Financial Consultants Ins…29,944$1.32M0.48%-5,00413F-HRTimeline
TrueWealth Advisors, LLC29,753$1.31M0.44%+4,51013F-HRTimeline
Financial Partners Group, Inc29,556$1.3M0.19%-17,33013F-HRTimeline
WNY Asset Management, LLC29,540$1.3M0.16%+6,56213F-HRTimeline
CMC Financial Group29,243$1.29M2.74%-159,73013F-HRTimeline
Dynamic Advisor Solutions LLC28,574$1.26M0.05%+4,88313F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…27,685$1.25M0.07%+5,44413F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…28,424$1.25M0.03%+63613F-HRTimelineGroup
NVWM, LLC27,846$1.23M0.31%+44913F-HRTimeline
Perennial Investment Advisors, LLC27,353$1.2M0.14%+72713F-HRTimeline
Patriot Financial Group Insurance Agenc…27,058$1.19M0.16%-9,78813F-HRTimeline
Western Wealth Management, LLC27,043$1.19M0.08%+1,21213F-HR/ATimeline
LEAVELL INVESTMENT MANAGEMENT, INC.26,556$1.17M0.06%-72013F-HRTimeline
Nvest Financial, LLC26,610$1.17M0.59%+16613F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding26,542$1.17M+4,578Timeline
FLOW TRADERS U.S. LLC26,193$1.15M0.05%-5213F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC25,719$1.13M0.48%+2,91413F-HRTimeline
Allworth Financial LP25,002$1.13M0.01%+23,16013F-HRTimeline
Total Clarity Wealth Management, Inc.25,439$1.12M0.36%-29,02213F-HRTimeline
Cushing Capital Partners, LLC25,271$1.12M1.07%13F-HRTimeline
Global Assets Advisory, LLC24,865$1.1M0.6%-32313F-HRTimeline
HICKORY ASSET MANAGEMENT, INC.24,806$1.09M0.93%13F-HRTimeline
Belpointe Asset Management LLC23,530$1.09M0.07%-3,83213F-HRTimeline
MGO ONE SEVEN LLC24,638$1.08M0.04%-1,04613F-HRTimeline
Cosner Financial Group, LLC24,367$1.07M0.68%+11,75913F-HRTimeline
Key Financial Inc23,924$1.05M0.24%+8,70913F-HRTimeline
Dorsey & Whitney Trust CO LLC23,586$1.04M0.06%+4,40813F-HRTimeline
Merit Financial Group, LLC23,510$1.03M0.02%+10,51113F-HRTimeline
Capasso Planning Partners LLC23,453$1.03M0.41%-16,53713F-HRTimeline
RFG Advisory, LLC23,141$1.02M0.03%-21,48813F-HRTimeline
Breakwater Capital Group22,843$1.01M0.2%-1,53213F-HRTimeline
BCS Wealth Management22,790$1M0.25%-80513F-HRTimeline
AMERIFLEX GROUP, INC.22,617$998K0.46%13F-HRTimeline
Per Stirling Capital Management, LLC.22,667$998K0.14%+1313F-HRTimeline
Laidlaw Wealth Management LLC22,444$988K0.43%-4,76613F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding22,323$982K-36,842Timeline
Orion Porfolio Solutions, LLC21,989$968K0.01%-354,48913F-HRTimeline
Orion Portfolio Solutions, LLC21,989$968K0.01%-354,48913F-HRTimeline
Goldstone Financial Group, LLC21,839$961K0.15%+1,01813F-HRTimeline
Dana Investment Advisors, Inc.21,787$959K0.03%-1,87213F-HRTimeline
PRIVATE CLIENT SERVICES, LLC21,538$948K0.51%-16,26413F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC21,314$938K0.02%13F-HRTimeline
GK Wealth Management LLC20,999$924K1.17%13F-HRTimeline
Chicago Partners Investment Group LLC20,854$923K0.03%+61313F-HRTimeline
HAZLETT, BURT & WATSON, INC.20,582$907K0.4%+2,60613F-HRTimeline
Edge Financial Advisors LLC20,549$904K0.81%-96413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/20,517$903K<0.01%-3,05013F-HRTimelineGroup
Householder Group Estate & Retirement S…20,480$901K0.67%+6,90013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC19,962$879K0.1%-1,66813F-HRTimeline
Atlas Private Wealth Advisors19,885$875K0.12%-1,95213F-HRTimeline
Triumph Capital Management19,851$874K0.3%+57513F-HRTimeline
B. Riley Wealth Advisors, Inc.19,592$865K0.03%-4,28213F-HRTimeline
Intrepid Financial Planning Group LLC19,545$860K0.36%-3,51013F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC19,227$846K0.14%+1,77613F-HRTimeline
TOWNSQUARE CAPITAL LLC18,967$835K0.01%+4,15813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC18,808$828K0.03%-5,05413F-HRTimelineGroup
CORA CAPITAL ADVISORS LLC18,685$822K0.4%-12,71813F-HRTimeline
Ashton Thomas Private Wealth, LLC18,557$819K0.03%+3,74013F-HRTimeline
Golden State Wealth Management, LLC18,549$816K0.12%13F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …18,644$813K0.04%+6,23413F-HRTimelineGroup
Capital Advisors, Ltd. LLC18,402$810K0.1%+66413F-HRTimeline
E&G Advisors, LLC18,113$797K0.22%+3,06013F-HRTimeline
Oxler Private Wealth LLC18,051$794K0.26%new13F-HRTimeline
Sharkey, Howes & Javer17,964$791K0.11%-5,78613F-HRTimeline
Lion Street Advisors, LLC17,668$778K0.25%+2,63413F-HRTimeline
Badgley Phelps Wealth Managers, LLC17,602$777K0.02%+20813F-HRTimeline
Bison Wealth, LLC17,481$769K0.17%+12413F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED17,212$755K0.07%-25513F-HRTimeline
Avantax Planning Partners, Inc.16,968$747K0.03%-51013F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC16,878$743K0.37%+10,62213F-HRTimelineGroup
WINEBRENNER CAPITAL MANAGEMENT LLC16,744$737K0.57%13F-HRTimeline
CHANNEL WEALTH LLC16,511$727K0.24%+40013F-HRTimeline
BigSur Wealth Management LLC16,300$720K0.21%new13F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC16,282$719K0.28%-1,42113F-HRTimeline
Sovran Advisors, LLC15,753$699K0.1%13F-HRTimeline
Lowe Wealth Advisors, LLC15,857$698K0.3%-4,68413F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI15,840$697K0.11%+1,15013F-HRTimeline
Integrated Advisors Network LLC15,619$687K0.03%-1,84513F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC15,141$666K0.33%-4,92913F-HRTimeline
Opal Wealth Advisors, LLC15,070$663K0.2%-7413F-HRTimeline
Snowden Capital Advisors LLC14,818$654K0.02%-1,79513F-HRTimeline
Millstone Evans Group, LLC14,707$647K0.44%13F-HRTimeline
Oder Investment Management, LLC14,661$645K0.54%-4,77113F-HRTimeline
TWO SIGMA SECURITIES, LLC14,398$634K0.11%new13F-HRTimeline
WILLNER & HELLER, LLC14,136$622K0.54%-10,16413F-HRTimeline
LaSalle St. Investment Advisors, LLC13,883$611K0.19%+8,49913F-HRTimeline
Nautilus Advisors LLC13,773$606K0.48%13F-HRTimeline
Meridian Wealth Management, LLC13,768$606K0.03%+12213F-HRTimeline
ZEGA Investments, LLC13,369$605K0.18%13F-HRTimeline
Whipplewood Advisors, LLC13,745$605K0.34%13F-HRTimeline
Provenance Wealth Advisors, LLC13,652$601K0.08%-47,94113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC13,592$598K0.01%+5,14713F-HRTimelineGroup
Camarda Financial Advisors, LLC13,546$596K0.22%new13F-HRTimeline
Apexium Financial, LP13,354$589K0.04%new13F-HRTimeline
Glass Jacobson Investment Advisors llc13,382$589K0.19%+35013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
KINGSWOOD WEALTH ADVISORS, LLC13,380$589K0.04%-5,88113F-HRTimeline
Gotham Asset Management, LLC12,962$570K0.01%-4,01313F-HRTimeline
CW Advisors, LLC12,935$569K0.01%013F-HRTimeline
CASCADE INVESTMENT GROUP, INC.12,791$563K0.4%+30013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.12,495$551K0.03%-17,30713F-HR/ATimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV12,299$541K0.04%-34713F-HRTimeline
City Center Advisors, LLC12,147$535K0.6%-5,82213F-HRTimeline
Jacksonville Wealth Management, LLC12,083$532K0.5%13F-HRTimeline
Town & Country Bank & Trust CO dba Firs…12,060$531K0.21%-1,80213F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC11,880$523K0.34%+2,16113F-HRTimeline
Trexquant Investment LP11,770$518K0.01%new13F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO11,732$516K0.01%-21513F-HRTimeline
LEIGH BALDWIN & CO., LLC11,632$512K0.43%13F-HR/ATimeline
Savant Capital, LLCin group Savant Capital, LLC11,474$505K<0.01%-60013F-HRTimelineGroup
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…11,426$503K0.38%13F-HR/ATimelineGroup
Betterment LLC11,356$500K<0.01%-3,23313F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC11,172$492K0.03%-60313F-HRTimeline
Sloy Dahl & Holst, LLC11,030$485K0.06%+3,49013F-HRTimeline
PRIVATE TRUST CO NA10,984$483K0.05%-1,10813F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.10,823$476K0.14%+19813F-HRTimeline
NWAM LLC10,803$475K0.03%-2,04213F-HRTimeline
High Net Worth Advisory Group LLC10,777$474K0.13%+1,86713F-HRTimeline
INTEGRITY ALLIANCE, LLC.10,746$473K0.05%13F-HRTimeline
VISTA INVESTMENT PARTNERS LLC10,691$471K0.15%new13F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC10,628$468K0.04%-44913F-HRTimeline
Runnymede Capital Advisors, Inc.10,623$468K0.41%13F-HRTimeline
Unified Investment Management10,533$464K0.53%13F-HRTimeline
IRONWOOD INVESTMENT MANAGEMENT LLC10,500$462K0.23%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.10,337$455K0.03%+1,53313F-HRTimelineGroup
IFG Advisory, LLC10,303$453K0.03%-1,68813F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC10,282$452K<0.01%+1813F-HRTimelineGroup
Endowment Wealth Management, Inc.10,261$452K0.3%+4,93213F-HRTimeline
ORG Partners LLC10,190$449K0.06%-19,45313F-HRTimeline
ADIRONDACK TRUST CO10,072$443K0.17%-1,61913F-HRTimeline
Sepio Capital, LP10,039$442K0.04%+3213F-HRTimeline
Narwhal Capital Management10,000$440K0.04%013F-HRTimeline
Financial Engines Advisors L.L.C.9,911$436K<0.01%new13F-HRTimeline
HB Wealth Management, LLC9,910$436K<0.01%-31,76113F-HRTimeline
WEST MICHIGAN ADVISORS, LLC9,845$435K0.13%-1,48413F-HRTimeline
SAGE PRIVATE WEALTH GROUP, LLC9,789$431K0.32%-1,27213F-HRTimeline
Prospect Financial Services LLC9,779$430K0.24%+1,01813F-HRTimeline
Venture Visionary Partners LLC9,479$417K0.02%-2,10513F-HR/ATimeline
Global Retirement Partners, LLC9,463$416K0.01%-1,17113F-HRTimeline
PKS Advisory Services, LLC9,458$416K0.1%13F-HRTimeline
Bay Capital Advisors, LLC9,405$414K0.33%13F-HRTimeline
Kovack Advisors, Inc.9,326$410K0.04%new13F-HRTimeline
RPS ADVISORY SOLUTIONS LLC9,299$409K0.25%+96213F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…9,176$404K0.02%+1,07313F-HRTimelineGroup
DHK Financial Advisors, Inc.9,029$399K0.24%+2913F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC9,015$397K0.15%-1,21313F-HRTimeline
Fortis Capital Advisors, LLC8,486$393K0.13%013F-HRTimeline
TME FINANCIAL, INC.8,258$384K0.36%13F-HRTimeline
Clear Creek Financial Management, LLC8,696$383K0.04%+1,82813F-HRTimeline
WORLD EQUITY GROUP, INC.8,664$381K0.08%+4,20213F-HRTimeline
Centerpoint Advisory Group8,631$380K0.37%13F-HRTimeline
USAdvisors Wealth Management, LLC8,524$375K0.12%-24,02113F-HRTimeline
WINTRUST INVESTMENTS LLC8,457$372K0.33%+1213F-HRTimeline
OFC FINANCIAL PLANNING, LLC8,297$365K0.39%13F-HRTimeline
NorthCoast Asset Management LLC8,291$365K<0.01%new13F-HR/ATimeline
Cerity Partners LLCin group Cerity Partners LLC8,068$356K<0.01%+3,60113F-HRTimelineGroup
BlackDiamond Wealth Management, LLC8,029$353K0.2%+42213F-HRTimeline
Sound View Wealth Advisors Group, LLC7,840$345K0.03%-1,84013F-HRTimeline
Allie Family Office LLC7,765$342K0.19%+84913F-HRTimeline
Stegent Equity Advisors, Inc.7,696$339K0.34%-2,00213F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC7,577$334K0.07%new13F-HRTimeline
Mascagni Wealth Management, Inc.8,747$328K0.33%13F-HR/ATimeline
PFG Investments, LLC7,443$328K0.02%+10013F-HRTimeline
ELLERSON GROUP INC /ADV7,435$327K0.24%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…7,408$326K<0.01%+52713F-HRTimelineGroup
Gladstone Institutional Advisory LLC7,391$325K0.02%-2113F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC7,374$325K0.13%-1,14913F-HRTimeline
Wilmington Savings Fund Society, FSB7,350$323K0.01%+1,10013F-HRTimeline
FMR LLCin group FMR LLC7,297$321K<0.01%+11613F-HRTimelineGroup
CWM, LLCin group CWM, LLC7,243$319K<0.01%-3,83513F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP7,232$318K<0.01%-1,50013F-HRTimelineGroup
Bravias Capital Group, LLC7,173$316K0.26%13F-HRTimeline