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Disclosery

CALF PACER FDS TR

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US SMALL CAP CAS (fund)

416 managers (418 13F filers) reported a position in CALF shares at 2025-06-30, 65,470,615 shares in all. 38 filers opened a position and 70 filers sold out during the quarter.

Managers
416
13F filers
418
New
38
Added
94
Reduced
237
Sold out
70
Shares held by filers
65,470,615

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
SILVER OAK SECURITIES, INCORPORATED12,836$511K0.04%+1,30913F-HRTimeline
Avondale Wealth Management12,828$511K0.29%-215,14113F-HRTimeline
TrueWealth Advisors, LLC12,680$505K0.15%-3,79413F-HRTimeline
Tripletail Wealth Management, LLC12,510$505K0.72%13F-HRTimeline
Y-Intercept (Hong Kong) Ltd12,623$503K0.01%new13F-HRTimeline
Savvy Advisors, Inc.12,501$498K0.03%+3,54313F-HRTimeline
Capasso Planning Partners LLC12,444$495K0.28%-4,85813F-HRTimeline
HB Wealth Management, LLC12,442$495K<0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.12,347$488K0.2%-8,17513F-HRTimeline
TME FINANCIAL, INC.12,203$486K0.39%-2,73813F-HRTimeline
Glass Jacobson Investment Advisors llc12,197$486K0.19%-1,18513F-HRTimeline
Jacksonville Wealth Management, LLC12,083$481K0.39%013F-HRTimeline
Unified Investment Management11,907$474K0.51%+32113F-HRTimeline
Dana Investment Advisors, Inc.11,795$470K0.02%+32713F-HRTimeline
Trexquant Investment LP11,740$467K0.01%-6,25613F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.11,679$465K0.12%+3713F-HRTimeline
Commonwealth Financial Services, LLC11,620$463K0.09%+15613F-HRTimeline
Fortitude Financial, LLC2,926$462K0.41%new13F-HRTimeline
IVC Wealth Advisors LLC11,593$462K0.23%-69013F-HRTimeline
Focus Financial Network, Inc.11,462$456K0.02%-181,11713F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC11,413$454K0.03%-19,93213F-HRTimeline
Arax Advisory Partners11,306$450K0.02%+1,80813F-HRTimeline
Balefire, LLC11,274$449K0.1%+9813F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC11,273$449K0.01%-79513F-HRTimelineGroup
CALTON & ASSOCIATES, INC.11,217$447K0.08%+5,61613F-HRTimeline
CHANNEL WEALTH LLC11,198$446K0.13%-3,38913F-HRTimeline
Opal Wealth Advisors, LLC11,116$443K0.12%-5,64813F-HRTimeline
Total Clarity Wealth Management, Inc.11,066$441K0.13%-13,57313F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC11,011$438K0.01%new13F-HRTimeline
Insight Advisors, LLC/ PA10,910$434K0.07%-61,57113F-HRTimeline
Avantax Planning Partners, Inc.10,827$431K0.01%-1,69413F-HRTimeline
Oder Investment Management, LLC10,752$428K0.32%-97013F-HRTimeline
Strategic Blueprint, LLC10,746$428K0.02%-6,10813F-HRTimeline
Sloy Dahl & Holst, LLC10,650$424K0.06%013F-HRTimeline
Belpointe Asset Management LLC10,425$415K0.02%-41513F-HRTimeline
TUDOR INVESTMENT CORP ET AL10,300$410K<0.01%new13F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC10,065$401K0.14%-47213F-HRTimeline
CW Advisors, LLC9,873$393K<0.01%-59513F-HRTimeline
Perigon Wealth Management, LLC9,663$385K0.01%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management9,535$380K<0.01%-29313F-HRTimelineGroup
WETZEL INVESTMENT ADVISORS, INC.9,226$367K0.17%-42,98713F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…9,215$367K0.05%-57,90013F-HRTimeline
SCS Capital Management LLC9,199$366K<0.01%-42,54713F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC9,197$366K0.35%-11,46613F-HRTimeline
Patriot Financial Group Insurance Agenc…9,067$361K0.04%-12,93313F-HRTimeline
Runnymede Capital Advisors, Inc.8,936$356K0.33%-4213F-HRTimeline
Arete Wealth Advisors, LLC8,875$353K0.03%new13F-HRTimeline
Merit Financial Group, LLC8,856$353K<0.01%-10,41013F-HRTimeline
Foundations Investment Advisors, LLC8,784$350K0.01%-2,56613F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth8,715$347K<0.01%new13F-HRTimelineGroup
Perissos Private Wealth Management, LLC8,693$346K0.27%-1,73413F-HRTimeline
OFC FINANCIAL PLANNING, LLC8,484$338K0.36%-36213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV8,482$338K<0.01%-17,91213F-HRTimeline
Key Financial Inc8,382$334K0.07%013F-HRTimeline
Heritage Wealth Management, Inc.8,333$332K0.11%+71413F-HRTimeline
PRIVATE TRUST CO NA8,326$332K0.03%-6,18713F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…8,293$330K<0.01%+1,14913F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.8,192$326K0.02%-16,23713F-HRTimeline
Americana Partners, LLC8,048$320K0.01%013F-HRTimeline
Cooper Financial Group8,046$320K0.04%-3,14813F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP7,907$315K<0.01%-84613F-HRTimelineGroup
Compound Planning, Inc.7,817$311K0.01%+31713F-HRTimeline
CIBC WORLD MARKET INC.7,709$307K<0.01%-43,79113F-HRTimeline
Lion Street Advisors, LLC7,642$304K0.09%-6,63713F-HRTimeline
Betterment LLC7,590$302K<0.01%-2,30013F-HRTimeline
ORG Partners LLC7,232$295K0.06%-60013F-HRTimeline
Carnegie Lake Advisors LLC7,337$292K0.12%new13F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC7,277$290K0.09%+713F-HRTimeline
Visionary Horizons, LLC7,253$289K0.18%-24,50413F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC7,245$288K0.01%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…7,238$288K0.01%+11313F-HRTimelineGroup
Atlas Private Wealth Advisors7,180$286K0.04%-63313F-HRTimeline
Bravias Capital Group, LLC7,173$286K0.21%013F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC7,167$285K0.13%-1,02813F-HRTimelineGroup
WEST MICHIGAN ADVISORS, LLC7,123$284K0.08%-69913F-HRTimeline
Worth Financial Advisory Group, LLC7,027$280K0.17%+32813F-HRTimeline
Intrua Financial, LLC6,774$270K0.04%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC6,710$267K<0.01%-12,38513F-HRTimelineGroup
Gladstone Institutional Advisory LLC6,621$264K0.01%new13F-HRTimeline
Nova Wealth Management, Inc.6,612$263K0.19%+1,34413F-HRTimeline
Mascagni Wealth Management, Inc.6,543$260K0.22%-2,20413F-HRTimeline
IFG Advisory, LLC6,418$256K0.01%-2,48813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC6,342$253K0.01%+1,83313F-HRTimelineGroup
CWM, LLCin group CWM, LLC6,273$250K<0.01%-91213F-HRTimelineGroup
Bay Capital Advisors, LLC6,219$248K0.19%-2,84413F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC6,152$245K0.01%-4,51613F-HRTimeline
MTM FINANCIAL GROUP, LLC6,133$244K0.13%-23,98313F-HRTimeline
Capital Investment Advisory Services, L…6,084$242K0.02%+55313F-HRTimeline
FIRST AMERICAN BANK6,000$239K0.02%013F-HRTimeline
Next Level Wealth Planning, LLC5,934$236K0.15%new13F-HRTimeline
High Net Worth Advisory Group LLC5,930$236K0.06%-1,00213F-HRTimeline
Allie Family Office LLC5,910$235K0.12%-3,93413F-HRTimeline
S.A. Mason LLC5,902$235K0.11%+5313F-HRTimeline
CHOREO, LLC5,818$232K<0.01%-65513F-HRTimeline
Diligent Investors, LLC5,815$232K0.05%new13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.5,792$231K0.01%-1,02813F-HRTimelineGroup
LEIGH BALDWIN & CO., LLC5,790$231K0.15%-6,82113F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC5,749$229K0.08%-8,30813F-HRTimeline
SMITH, MOORE & CO.5,744$229K0.02%-22813F-HRTimeline
CEERA INVESTMENTS, LLC5,690$227K0.07%013F-HRTimeline
BKM Wealth Management, LLC5,633$224K0.09%+13513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,591$223K<0.01%-6,75413F-HRTimelineGroup
Summit Wealth Partners, LLC5,389$215K0.04%-31,85213F-HRTimeline
RPS ADVISORY SOLUTIONS LLC5,389$215K0.12%new13F-HRTimeline
ADIRONDACK TRUST CO5,378$214K0.08%-2,73913F-HRTimeline
Triumph Capital Management5,375$214K0.06%new13F-HR/ATimeline
Oxler Private Wealth LLC5,371$214K0.07%-12,68013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC5,361$213K<0.01%-2,67813F-HRTimelineGroup
BRASS TAX WEALTH MANAGEMENT, INC5,335$212K0.04%new13F-HRTimeline
Ethos Financial Group, LLC5,323$212K0.02%new13F-HRTimeline
PFG Investments, LLC5,318$212K0.01%-1,00113F-HRTimeline
Clear Creek Financial Management, LLC5,265$210K0.02%new13F-HRTimeline
Farther Finance Advisors, LLC5,259$209K<0.01%+2,82913F-HRTimeline
Intrepid Financial Planning Group LLC5,231$208K0.09%-11613F-HRTimeline
Bey-Douglas LLC5,213$208K0.12%new13F-HRTimeline
Gateway Wealth Partners, LLC5,204$207K0.04%-90213F-HRTimeline
Creative Planningin group Creative Planning5,186$206K<0.01%-2,29313F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.5,111$204K0.01%013F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…5,024$200K0.01%-3,71213F-HRTimelineGroup
First Horizon Advisors, Inc.4,643$185K<0.01%-11413F-HRTimeline
Golden State Wealth Management, LLC4,219$168K0.02%-2,12213F-HRTimeline
Sachetta, LLC3,937$157K0.06%-1,21313F-HRTimeline
AMERIFLEX GROUP, INC.3,644$145K0.08%-9,82513F-HRTimeline
Whipplewood Advisors, LLC3,346$133K0.07%-1,94513F-HRTimeline
AE Wealth Management LLC2,992$119K<0.01%+76513F-HRTimeline
Legacy Investment Solutions, LLC2,822$112K0.06%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…2,822$112K0.06%-87613F-HRTimelineGroup
Brooklyn Investment Group2,742$109K0.01%new13F-HR/ATimeline
Harbor Asset Planning, Inc.2,565$102K0.1%13F-HRTimeline
Medallion Wealth Advisors, LLC2,413$96.3K0.04%013F-HRTimeline
Garde Capital, Inc.2,395$95.4K0.01%-10013F-HRTimeline
DHJJ Financial Advisors, Ltd.2,366$94.2K0.03%-40113F-HRTimeline
Anchor Investment Management, LLC2,180$86.8K0.01%013F-HRTimeline
SIMPLEX TRADING, LLC2,082$82K<0.01%+1,91713F-HRTimeline
Asset Dedication, LLC2,048$81.5K0.01%-14613F-HRTimeline
LANARK FINANCIAL, INC.1,987$79K0.01%013F-HRTimeline
EASTERN BANK1,885$75.1K<0.01%013F-HRTimeline
Coastline Trust Co1,725$68.7K0.01%-2,20313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
OPTIMUM INVESTMENT ADVISORS1,700$67.7K0.03%013F-HRTimeline
Sound Income Strategies, LLC1,686$67.1K<0.01%-67013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,650$65.8K0.01%+30113F-HRTimeline
Parkside Financial Bank & Trust1,634$65.1K0.01%-2,40713F-HRTimeline
Wilmington Savings Fund Society, FSB1,600$63.7K<0.01%-5,75013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.1,547$61.6K0.03%+14113F-HRTimeline
SIERRA OCEAN, LLC1,500$59.7K0.04%new13F-HRTimeline
Avalon Trust Co1,450$57.7K<0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC1,425$56.7K0.02%013F-HRTimeline
FMR LLCin group FMR LLC1,344$53.5K<0.01%-4,65013F-HRTimelineGroup
Provenance Wealth Advisors, LLC1,312$52.2K0.01%-5,59513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,148$45.7K<0.01%-1113F-HRTimelineGroup
ELEVATION POINT WEALTH PARTNERS, LLC1,117$44.5K<0.01%new13F-HR/ATimeline
Qube Research & Technologies Ltd1,038$41.3K<0.01%new13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors1,000$39.9K0.01%013F-HRTimelineGroup
Beacon Capital Management, LLC961$38.2K0.01%+113F-HRTimeline
WFA of San Diego, LLC952$37.9K0.03%13F-HRTimeline
Financial Network Wealth Advisors LLC917$36.5K0.04%-24313F-HRTimeline
Pinnacle Holdings, LLC898$35.8K0.01%013F-HRTimeline
Sunbelt Securities, Inc.770$33.9K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\800$31.9K<0.01%-41313F-HRTimelineGroup
CENTRAL TRUST Co713$28.4K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc700$27.9K<0.01%-66213F-HRTimeline
Blue Trust, Inc.625$24.9K<0.01%-48213F-HRTimeline
Pinnacle Bancorp, Inc.611$24.3K0.01%-45013F-HRTimeline
EPG Wealth Management LLC602$24K0.01%013F-HRTimeline
AlphaCore Capital LLC600$23.9K<0.01%+53813F-HRTimeline
TRUST CO OF TOLEDO NA /OH/585$23.3K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC555$22.1K<0.01%-1,09513F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC542$21.6K<0.01%new13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …510$20.3K<0.01%13F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC485$19.3K<0.01%013F-HRTimeline
Headlands Technologies LLC483$19.2K<0.01%new13F-HRTimeline
2UniFi Bank460$18.3K0.01%013F-HRTimeline
Fairscale Capital, LLC394$15.8K0.01%013F-HRTimeline
Orion Capital Management LLC337$13.4K0.01%013F-HRTimeline
MAI Capital Management335$13.3K<0.01%new13F-HRTimeline
Comprehensive Financial Planning, Inc./…324$12.9K0.01%+113F-HRTimeline
1 NORTH WEALTH SERVICES LLC320$12.7K0.01%-86,07413F-HRTimeline
Strategic Wealth Partners, Ltd.315$12.6K<0.01%13F-HRTimeline
Bogart Wealth, LLC302$12K<0.01%-1813F-HRTimeline
Dunhill Financial, LLC300$11.9K<0.01%new13F-HRTimeline
Park Place Capital Corp263$10.7K<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC253$10.1K<0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources249$9.91K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC219$8.72K<0.01%new13F-HRTimelineGroup
Mountain Hill Investment Partners Corp.212$8.44K0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC187$7.45K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC184$7.33K<0.01%+8213F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC171$6.79K<0.01%+5113F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management170$6.77K<0.01%-1,23213F-HRTimelineGroup
Parallel Advisors, LLC150$5.97K<0.01%+10213F-HRTimeline
Realta Investment Advisors150$5.97K<0.01%-27213F-HRTimeline
TSFG, LLC121$5K<0.01%+113F-HRTimeline
WOLFF WIESE MAGANA LLC125$4.98K<0.01%-5013F-HRTimeline
Bangor Savings Bank123$4.9K<0.01%new13F-HRTimeline
NewSquare Capital LLC123$4.9K<0.01%new13F-HRTimeline
Salomon & Ludwin, LLC118$4.86K<0.01%-11813F-HRTimeline
CVA Family Office, LLC113$4.5K<0.01%013F-HRTimeline
Bullock Wealth Management Group100$4.08K<0.01%013F-HRTimeline
TD Capital Management LLC100$4K<0.01%-16313F-HRTimeline
Valued Wealth Advisors LLC92$3.66K<0.01%013F-HRTimeline