Skip to content
Disclosery

CALF PACER FDS TR

Follow

US SMALL CAP CAS (fund)

442 managers (445 13F filers) reported a position in CALF shares at 2025-03-31, 87,908,066 shares in all. 23 filers opened a position and 117 filers sold out during the quarter.

Managers
442
13F filers
445
New
23
Added
122
Reduced
251
Sold out
117
Shares held by filers
87,908,066

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Financial Partners Group, Inc23,184$869K0.13%-6,37213F-HRTimeline
Gotham Asset Management, LLC23,081$866K0.01%+10,11913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC23,054$865K<0.01%+12,77213F-HRTimelineGroup
Apexium Financial, LP23,039$864K0.05%+9,68513F-HRTimeline
Comprehensive Financial Consultants Ins…22,986$862K0.31%-6,95813F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC22,725$852K0.1%+2,76313F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP22,374$839K<0.01%new13F-HRTimelineGroup
Goldstone Financial Group, LLC22,016$826K0.12%+17713F-HRTimeline
Patriot Financial Group Insurance Agenc…22,000$825K0.11%-5,05813F-HRTimeline
HICKORY ASSET MANAGEMENT, INC.21,958$823K0.73%-2,84813F-HRTimeline
RFG Advisory, LLC21,583$809K0.02%-1,55813F-HRTimeline
Madrona Financial Services, LLC21,046$789K0.22%-243,73613F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC20,663$775K0.79%-19,39713F-HRTimeline
BCS Wealth Management20,636$774K0.2%-2,15413F-HRTimeline
HAZLETT, BURT & WATSON, INC.20,522$769K0.35%-6013F-HRTimeline
Trilogy Capital Inc.20,478$768K0.04%-10,10813F-HRTimeline
BlueChip Wealth Advisors LLC20,151$756K0.37%-11,92613F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC19,604$735K0.12%+37713F-HRTimeline
Merit Financial Group, LLC19,266$722K0.01%-4,24413F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC21,052$719K0.33%-4,66713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC19,095$716K0.01%+5,50313F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC18,771$704K0.02%-3713F-HRTimelineGroup
Capital Advisors, Ltd. LLC18,281$686K0.09%-12113F-HRTimeline
Oxler Private Wealth LLC18,051$677K0.24%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV18,037$676K0.05%+5,73813F-HRTimeline
Trexquant Investment LP17,996$675K0.01%+6,22613F-HRTimeline
E&G Advisors, LLC17,933$672K0.19%-18013F-HRTimeline
Strategic Equity Management17,884$671K0.28%-16,70913F-HRTimeline
Keeler Thomas Management LLC17,740$665K0.33%-105,67013F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI17,575$659K0.12%+1,73513F-HRTimeline
Ashton Thomas Private Wealth, LLC17,559$658K0.03%-99813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/17,422$653K<0.01%-3,09513F-HRTimelineGroup
Capasso Planning Partners LLC17,302$649K0.27%-6,15113F-HRTimeline
Forefront Wealth Partners, LLC16,927$635K0.43%new13F-HRTimeline
Strategic Blueprint, LLC16,854$632K0.03%-14,93613F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC16,815$631K0.57%+7113F-HRTimeline
Opal Wealth Advisors, LLC16,764$629K0.19%+1,69413F-HRTimeline
MGO ONE SEVEN LLC16,743$628K0.02%-7,89513F-HRTimeline
CORA CAPITAL ADVISORS LLC16,616$623K0.3%-2,06913F-HRTimeline
QTR Family Wealth, LLC16,475$618K0.47%13F-HRTimeline
TrueWealth Advisors, LLC16,474$618K0.2%-13,27913F-HRTimeline
Endowment Wealth Management, Inc.16,062$602K0.39%+5,80113F-HRTimeline
Millstone Evans Group, LLC15,934$598K0.41%+1,22713F-HRTimeline
Glass Jacobson Investment Advisors llc13,382$589K0.19%013F-HRTimeline
BigSur Wealth Management LLC15,440$579K0.16%-86013F-HRTimeline
Heck Capital Advisors, LLC15,209$570K0.06%new13F-HRTimeline
Orion Porfolio Solutions, LLC15,071$565K0.01%-6,91813F-HRTimeline
Orion Portfolio Solutions, LLC15,071$565K0.01%-6,91813F-HR/ATimeline
TME FINANCIAL, INC.14,941$560K0.49%+6,68313F-HRTimeline
CHANNEL WEALTH LLC14,587$547K0.17%-1,92413F-HRTimeline
PRIVATE TRUST CO NA14,513$544K0.06%+3,52913F-HRTimeline
Lion Street Advisors, LLC14,279$535K0.17%-3,38913F-HRTimeline
LaSalle St. Investment Advisors, LLC14,231$533K0.13%+34813F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC14,057$527K0.21%-2,22513F-HRTimeline
Whipplewood Advisors, LLC5,291$512K0.37%-8,45413F-HRTimeline
Snowden Capital Advisors LLC13,518$507K0.02%-1,30013F-HRTimeline
AMERIFLEX GROUP, INC.13,469$505K0.21%-9,14813F-HRTimeline
Nautilus Advisors LLC13,034$489K0.4%-73913F-HRTimeline
LEIGH BALDWIN & CO., LLC12,611$473K0.38%+97913F-HRTimeline
TOWNSQUARE CAPITAL LLC12,607$473K0.01%-6,36013F-HRTimeline
Avantax Planning Partners, Inc.12,521$470K0.02%-4,44713F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC12,410$465K0.31%+53013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO12,345$463K<0.01%-21,84513F-HRTimelineGroup
IVC Wealth Advisors LLC12,283$461K0.25%-27,50113F-HRTimeline
Jacksonville Wealth Management, LLC12,083$453K0.45%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC12,068$453K0.01%-27,07813F-HRTimelineGroup
City Center Advisors, LLC12,012$450K0.53%-13513F-HRTimeline
TWO SIGMA SECURITIES, LLC11,906$446K0.07%-2,49213F-HRTimeline
Oder Investment Management, LLC11,722$440K0.37%-2,93913F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.11,642$437K0.12%+81913F-HRTimeline
Unified Investment Management11,586$434K0.51%+1,05313F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED11,527$431K0.04%-5,68513F-HR/ATimeline
AVAII WEALTH MANAGEMENT, LLC11,487$431K0.23%-3,65413F-HR/ATimeline
Dana Investment Advisors, Inc.11,468$430K0.02%-10,31913F-HRTimeline
Commonwealth Financial Services, LLC11,464$430K0.09%-121,94213F-HRTimeline
Foundations Investment Advisors, LLC11,350$426K0.01%-96,79313F-HRTimeline
Cooper Financial Group11,194$420K0.06%-21,38613F-HRTimeline
Balefire, LLC11,176$419K0.14%new13F-HRTimeline
Belpointe Asset Management LLC10,840$407K0.02%-12,69013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC10,668$400K0.02%-50413F-HRTimeline
Sloy Dahl & Holst, LLC10,650$399K0.07%-38013F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC10,537$395K0.15%+1,52213F-HRTimeline
CW Advisors, LLC10,468$393K<0.01%-2,46713F-HRTimeline
Perissos Private Wealth Management, LLC10,427$391K0.36%-19,80213F-HRTimeline
Sepio Capital, LP10,089$378K0.03%+5013F-HRTimeline
Narwhal Capital Management10,000$375K0.03%013F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC9,994$375K0.03%-63413F-HRTimeline
Financial Engines Advisors L.L.C.9,911$372K<0.01%013F-HRTimeline
Betterment LLC9,890$371K<0.01%-1,46613F-HRTimeline
BLACK POINT WEALTH MANAGEMENT9,848$369K2.14%-31,64913F-HRTimeline
Allie Family Office LLC9,844$369K0.2%+2,07913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management9,828$369K0.01%+2,71813F-HRTimelineGroup
Platform Technology Partners9,700$364K0.11%new13F-HRTimeline
Venture Visionary Partners LLC9,502$356K0.01%+2313F-HRTimeline
Arax Advisory Partners9,498$356K0.02%+4,50013F-HRTimeline
Bay Capital Advisors, LLC9,063$340K0.28%-34213F-HRTimeline
Runnymede Capital Advisors, Inc.8,978$337K0.32%-1,64513F-HRTimeline
Savvy Advisors, Inc.8,958$336K0.03%new13F-HRTimeline
IFG Advisory, LLC8,906$334K0.02%-1,39713F-HRTimeline
OFC FINANCIAL PLANNING, LLC8,846$332K0.38%+54913F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP8,753$328K<0.01%+1,52113F-HRTimelineGroup
Mascagni Wealth Management, Inc.8,747$328K0.33%013F-HR/ATimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…8,736$328K0.01%-44013F-HRTimelineGroup
Kovack Advisors, Inc.8,731$327K0.03%-59513F-HRTimeline
Key Financial Inc8,382$314K0.07%-15,54213F-HRTimeline
SAGE PRIVATE WEALTH GROUP, LLC8,288$311K0.24%-1,50113F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC8,195$307K0.15%-8,68313F-HRTimelineGroup
ADIRONDACK TRUST CO8,117$304K0.12%-1,95513F-HRTimeline
Prospect Financial Services LLC8,073$303K0.17%-1,70613F-HRTimeline
Americana Partners, LLC8,048$302K0.01%-80,49613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC8,039$301K<0.01%-2913F-HRTimelineGroup
ORG Partners LLC7,832$296K0.07%-2,35813F-HRTimeline
WEST MICHIGAN ADVISORS, LLC7,822$293K0.1%-2,02313F-HRTimeline
Atlas Private Wealth Advisors7,813$293K0.04%-12,07213F-HRTimeline
Heritage Wealth Management, Inc.7,619$286K0.1%+55213F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management7,579$284K<0.01%new13F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC7,539$283K0.01%-13,77513F-HRTimeline
Compound Planning, Inc.7,500$281K0.01%+1,28113F-HRTimeline
Creative Planningin group Creative Planning7,479$280K<0.01%+1,52113F-HRTimelineGroup
BAXTER BROS INC7,450$279K0.04%-36,07613F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC7,400$277K0.01%-47,00213F-HR/ATimeline
Wilmington Savings Fund Society, FSB7,350$276K0.01%013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC7,270$273K0.1%-10413F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO7,219$271K0.01%-4,51313F-HRTimeline
CWM, LLCin group CWM, LLC7,185$269K<0.01%-5813F-HRTimelineGroup
Bravias Capital Group, LLC7,173$269K0.22%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…7,144$268K<0.01%-26413F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…7,125$268K0.01%new13F-HRTimelineGroup
High Net Worth Advisory Group LLC6,932$260K0.07%-3,84513F-HRTimeline
Provenance Wealth Advisors, LLC6,907$259K0.04%-6,74513F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …7,126$257K0.02%-11,51813F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.6,820$256K0.02%-3,51713F-HRTimelineGroup
Worth Financial Advisory Group, LLC6,699$251K0.16%+83413F-HRTimeline
Inscription Capital, LLC5,102$251K0.04%13F-HRTimeline
Integrated Advisors Network LLC6,657$250K0.01%-8,96213F-HRTimeline
CHOREO, LLC6,473$243K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC6,341$238K0.04%-12,20813F-HR/ATimeline
PFG Investments, LLC6,319$237K0.02%-1,12413F-HRTimeline
Gateway Wealth Partners, LLC6,106$229K0.05%-76713F-HRTimeline
FIRST AMERICAN BANK6,000$225K0.02%013F-HRTimeline
FMR LLCin group FMR LLC5,994$225K<0.01%-1,30313F-HRTimelineGroup
SMITH, MOORE & CO.5,972$224K0.02%-22213F-HRTimeline
S.A. Mason LLC5,849$219K0.12%+25913F-HRTimeline
NOVEM GROUP5,799$217K0.03%-40113F-HRTimeline
Wealthspire Advisors, LLC5,714$214K<0.01%+2613F-HRTimeline
CEERA INVESTMENTS, LLC5,690$213K0.07%013F-HRTimeline
Sovran Advisors, LLC6,194$213K0.03%-9,55913F-HRTimeline
CALTON & ASSOCIATES, INC.5,601$210K0.05%new13F-HR/ATimeline
Capital Investment Advisory Services, L…5,531$207K0.02%-54713F-HRTimeline
Cladis Investment Advisory, LLC5,500$206K0.15%013F-HRTimeline
BKM Wealth Management, LLC5,498$206K0.08%-2613F-HRTimeline
NWAM LLC5,467$205K0.02%-5,33613F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC5,411$203K0.02%-7,96913F-HR/ATimeline
Centerpoint Advisory Group5,351$201K0.2%-3,28013F-HRTimeline
Intrepid Financial Planning Group LLC5,347$200K0.09%-14,19813F-HRTimeline
Nova Wealth Management, Inc.5,268$198K0.17%+88713F-HR/ATimeline
Sachetta, LLC5,150$193K0.08%+50013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.5,111$192K0.01%013F-HRTimelineGroup
CAROLINAS WEALTH CONSULTING LLC4,849$182K0.04%-51013F-HRTimeline
First Horizon Advisors, Inc.4,757$178K0.01%+1,87913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC4,509$169K0.01%+4,21313F-HRTimelineGroup
Parkside Financial Bank & Trust4,041$152K0.02%-1,63413F-HRTimeline
Coastline Trust Co3,928$147K0.02%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…3,698$139K0.1%+3,68613F-HRTimelineGroup
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …3,542$133K0.03%13F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.2,767$104K0.04%+213F-HRTimeline
Garde Capital, Inc.2,495$93.6K0.01%new13F-HRTimeline
Farther Finance Advisors, LLC2,430$91.7K<0.01%-19113F-HRTimeline
Medallion Wealth Advisors, LLC2,413$90.5K0.04%-5013F-HRTimeline
Sound Income Strategies, LLC2,356$88.4K0.01%+2,34113F-HRTimeline
AE Wealth Management LLC2,227$83.5K<0.01%+3213F-HRTimeline
Asset Dedication, LLC2,194$82.3K0.01%+16013F-HRTimeline
Anchor Investment Management, LLC2,180$81.8K0.01%013F-HRTimeline
LANARK FINANCIAL, INC.1,987$74K0.01%+1,98513F-HRTimeline
EASTERN BANK1,885$70.7K<0.01%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS1,700$63.8K0.03%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,650$61.9K<0.01%-1,61613F-HRTimeline
United Community Bankin group United Community Bank1,500$56.2K0.02%-90513F-HRTimelineGroup
Avalon Trust Co1,450$54.4K<0.01%new13F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC1,425$53.4K0.02%013F-HR/ATimeline
CALDWELL SUTTER CAPITAL, INC.1,406$52.7K0.03%+5113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,402$52.6K<0.01%-38913F-HRTimelineGroup
AdvisorNet Financial, Inc1,362$51.1K<0.01%-1,62913F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,349$50.7K0.01%+70913F-HRTimeline
Investment Research & Advisory Group, I…1,310$49.1K0.02%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,213$45.5K<0.01%-2,59313F-HRTimelineGroup
Financial Network Wealth Advisors LLC1,160$43.5K0.06%+91713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,159$43.5K<0.01%-9513F-HRTimelineGroup
Blue Trust, Inc.1,107$41.5K<0.01%+32713F-HRTimeline
Pinnacle Bancorp, Inc.1,061$39.8K0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors1,000$37.4K0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC986$37K<0.01%-2,20613F-HRTimeline
Beacon Capital Management, LLC960$36K<0.01%013F-HRTimeline
Pinnacle Holdings, LLC898$33.7K0.01%013F-HRTimeline
CENTRAL TRUST Co713$26.7K<0.01%013F-HRTimeline
DecisionPoint Financial, LLC705$26.4K0.01%013F-HRTimeline
EPG Wealth Management LLC602$22.6K0.01%+213F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…591$22.2K<0.01%-53313F-HRTimelineGroup
Barnes Dennig Private Wealth Management…500$18.8K0.03%13F-HRTimeline
ROTHSCHILD INVESTMENT LLC485$18.2K<0.01%-22613F-HRTimeline