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Disclosery

CALF PACER FDS TR

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US SMALL CAP CAS (fund)

400 managers (403 13F filers) reported a position in CALF shares at 2025-09-30, 56,141,459 shares in all. 40 filers opened a position and 45 filers sold out during the quarter.

Managers
400
13F filers
403
New
40
Added
92
Reduced
220
Sold out
45
Shares held by filers
56,141,459

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO11,077$485K<0.01%+5,48613F-HR/ATimelineGroup
MOSELEY INVESTMENT MANAGEMENT INC11,009$482K0.15%+94413F-HRTimeline
CALTON & ASSOCIATES, INC.11,006$482K0.07%-21113F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC10,943$479K0.03%-47013F-HRTimeline
Sloy Dahl & Holst, LLC10,880$476K0.05%+23013F-HRTimeline
CIBC WORLD MARKET INC.10,555$462K<0.01%+2,84613F-HRTimeline
Oder Investment Management, LLC10,452$458K0.33%-30013F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC10,413$456K0.01%-59813F-HRTimeline
Total Clarity Wealth Management, Inc.10,391$455K0.12%-67513F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…10,358$453K0.03%-5,42013F-HRTimelineGroup
Commonwealth Financial Services, LLC10,274$450K0.08%-1,34613F-HRTimeline
MONECO ADVISORS, LLC9,996$438K0.04%-6,18613F-HRTimeline
CHANNEL WEALTH LLC9,977$437K0.12%-1,22113F-HRTimeline
TME FINANCIAL, INC.9,954$436K0.33%-2,24913F-HRTimeline
Balefire, LLC9,944$435K0.09%-1,33013F-HRTimeline
IVC Wealth Advisors LLC9,850$431K0.19%-1,74313F-HRTimeline
Jacksonville Wealth Management, LLC9,657$423K0.31%-2,42613F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC9,448$414K0.07%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…9,438$413K0.01%+1,14513F-HRTimelineGroup
HBW ADVISORY SERVICES LLC9,197$403K0.05%-101,18713F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.9,142$400K0.02%-4,72013F-HRTimeline
Insight Advisors, LLC/ PA9,109$399K0.06%-1,80113F-HRTimeline
SCS Capital Management LLC9,020$395K<0.01%-17913F-HRTimeline
Avondale Wealth Management8,877$389K0.21%-3,95113F-HRTimeline
Carnegie Lake Advisors LLC8,872$388K0.15%+1,53513F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC8,741$383K0.01%-2,53213F-HRTimelineGroup
Arete Wealth Advisors, LLC8,653$379K0.02%-22213F-HRTimeline
WEST MICHIGAN ADVISORS, LLC8,576$375K0.09%+1,45313F-HRTimeline
PRIVATE TRUST CO NA8,575$375K0.03%+24913F-HRTimeline
Opal Wealth Advisors, LLC8,563$375K0.1%-2,55313F-HRTimeline
Belpointe Asset Management LLC8,451$370K0.01%-1,97413F-HRTimeline
Key Financial Inc8,382$369K0.07%013F-HRTimeline
OFC FINANCIAL PLANNING, LLC8,304$364K0.36%-18013F-HRTimeline
Heritage Wealth Management, Inc.8,268$362K0.11%-6513F-HRTimeline
CATHY PARETO & ASSOCIATES, INC8,190$359K0.27%-14,06513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…8,129$356K0.01%+89113F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…8,123$356K0.04%-1,09213F-HRTimeline
B. Riley Wealth Advisors, Inc.8,060$353K0.02%-13213F-HRTimeline
Gladstone Institutional Advisory LLC8,044$352K0.01%+1,42313F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC8,015$351K0.3%-1,18213F-HRTimeline
Perissos Private Wealth Management, LLC7,923$347K0.25%-77013F-HRTimeline
Trexquant Investment LP7,890$345K<0.01%-3,85013F-HRTimeline
Avantax Planning Partners, Inc.7,803$342K0.01%-3,02413F-HRTimeline
Foundations Investment Advisors, LLC7,780$341K<0.01%-1,00413F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.7,728$338K0.14%-1,49813F-HRTimeline
Worth Financial Advisory Group, LLC7,717$338K0.19%+69013F-HRTimeline
Runnymede Capital Advisors, Inc.7,660$335K0.28%-1,27613F-HRTimeline
Compound Planning, Inc.7,474$327K0.01%-34313F-HRTimeline
Intrua Financial, LLC7,451$326K0.04%+67713F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC7,245$317K0.01%013F-HRTimeline
ORG Partners LLC7,232$317K0.06%013F-HRTimeline
Bravias Capital Group, LLC7,206$315K0.21%+3313F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth7,164$314K<0.01%-1,55113F-HRTimelineGroup
SILVERLAKE WEALTH MANAGEMENT LLC7,118$312K0.08%-15913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC7,013$307K<0.01%+30313F-HRTimelineGroup
Teamwork Financial Advisors, LLC6,780$297K0.03%-9,67813F-HRTimeline
Atria Investments, Inc6,748$295K<0.01%-31,28713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV6,723$294K<0.01%-1,75913F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…6,663$292K<0.01%+6,62513F-HRTimelineGroup
Comprehensive Financial Consultants Ins…6,635$290K0.09%-14,73913F-HRTimeline
Focus Financial Network, Inc.6,593$289K0.01%-4,86913F-HRTimeline
Creative Planningin group Creative Planning6,437$282K<0.01%+1,25113F-HRTimelineGroup
Platform Technology Partners6,400$280K0.07%-9,70013F-HRTimeline
626 Financial, LLC6,373$279K0.12%-228,84413F-HRTimeline
Merit Financial Group, LLC6,333$277K<0.01%-2,52313F-HR/ATimeline
Mascagni Wealth Management, Inc.6,314$276K0.21%-22913F-HRTimeline
Clear Creek Financial Management, LLC6,166$270K0.02%+90113F-HRTimeline
FIRST AMERICAN BANK6,000$263K0.02%013F-HRTimeline
Patriot Financial Group Insurance Agenc…6,000$263K0.03%-3,06713F-HRTimeline
Round Rock Advisors LLC5,933$260K0.04%new13F-HRTimeline
S.A. Mason LLC5,907$259K0.11%+513F-HRTimeline
Next Level Wealth Planning, LLC5,902$258K0.15%-3213F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC5,887$258K0.01%-26513F-HRTimeline
TUDOR INVESTMENT CORP ET AL5,854$256K<0.01%-4,44613F-HR/ATimeline
CHOREO, LLC5,822$255K<0.01%+413F-HRTimeline
Diligent Investors, LLC5,816$255K0.06%+113F-HRTimeline
AMERIFLEX GROUP, INC.5,801$254K0.1%+2,15713F-HRTimeline
LEIGH BALDWIN & CO., LLC5,790$253K0.14%013F-HR/ATimeline
SMITH, MOORE & CO.5,748$252K0.02%+413F-HRTimeline
Capasso Planning Partners LLC5,702$250K0.16%-6,74213F-HRTimeline
CEERA INVESTMENTS, LLC5,690$249K0.08%013F-HRTimeline
Cooper Financial Group5,681$249K0.03%-2,36513F-HRTimeline
IFG Advisory, LLC5,648$247K0.01%-77013F-HRTimeline
BKM Wealth Management, LLC5,592$245K0.09%-4113F-HRTimeline
PFG Investments, LLC5,569$244K0.01%+25113F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd5,509$241K<0.01%new13F-HRTimelineGroup
Capital Investment Advisory Services, L…5,498$241K0.02%-58613F-HRTimeline
SAXON INTERESTS, INC.5,458$236K0.09%new13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.5,383$236K0.01%-40913F-HRTimelineGroup
Gateway Wealth Partners, LLC5,380$236K0.03%+17613F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC5,329$233K0.08%-42013F-HRTimeline
Wealthspire Advisors, LLC5,328$233K<0.01%new13F-HRTimeline
Ethos Financial Group, LLC5,323$233K0.02%013F-HRTimeline
CWM, LLCin group CWM, LLC5,298$232K<0.01%-97513F-HRTimelineGroup
RPS ADVISORY SOLUTIONS LLC5,206$228K0.11%-18313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management5,192$227K<0.01%-4,34313F-HRTimelineGroup
Allie Family Office LLC5,189$227K0.11%-72113F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC5,185$227K0.04%-15013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.5,111$224K0.01%013F-HRTimelineGroup
Keystone Financial Group5,071$222K0.02%new13F-HR/ATimeline
Pine Valley Investments Ltd Liability Co5,016$220K0.01%new13F-HRTimeline
Oxler Private Wealth LLC5,006$219K0.06%-36513F-HRTimeline
B.O.S.S. Retirement Advisors, LLC5,001$219K0.05%new13F-HRTimeline
Perennial Investment Advisors, LLC4,994$219K0.02%-36,67813F-HRTimeline
BlackDiamond Wealth Management, LLC4,935$216K0.12%new13F-HRTimeline
Dana Investment Advisors, Inc.4,927$216K0.01%-6,86813F-HRTimeline
Intrepid Financial Planning Group LLC4,899$214K0.08%-33213F-HRTimeline
Centerpoint Advisory Group4,879$214K0.17%new13F-HRTimeline
Invenomic Capital Management LP4,822$211K0.01%new13F-HRTimeline
Crestwood Advisors Group, LLC4,794$210K<0.01%new13F-HRTimeline
GWN SECURITIES INC.4,774$209K0.05%-30,23213F-HRTimeline
5T Wealth, LLC4,768$209K0.09%new13F-HRTimeline
ADIRONDACK TRUST CO4,757$208K0.07%-62113F-HRTimeline
Bey-Douglas LLC4,681$205K0.15%-53213F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …4,716$205K0.01%new13F-HRTimelineGroup
Avidian Wealth Enterprises, LLC4,656$204K0.01%new13F-HRTimeline
Sunbelt Securities, Inc.3,950$173K0.01%+3,18013F-HRTimeline
Farther Finance Advisors, LLC3,931$172K<0.01%-1,32813F-HRTimeline
Sachetta, LLC3,837$168K0.06%-10013F-HRTimeline
MMA ASSET MANAGEMENT LLC3,806$167K0.06%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,539$155K<0.01%+2,98413F-HRTimeline
Whipplewood Advisors, LLC3,346$146K0.1%013F-HRTimeline
Golden State Wealth Management, LLC2,848$125K0.01%-1,37113F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…2,773$121K0.05%-4913F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC2,718$119K<0.01%+2,53413F-HRTimelineGroup
Harbor Asset Planning, Inc.2,574$113K0.1%+913F-HRTimeline
Medallion Wealth Advisors, LLC2,413$106K0.04%013F-HRTimeline
DHJJ Financial Advisors, Ltd.2,366$104K0.04%013F-HRTimeline
FMR LLCin group FMR LLC2,238$98K<0.01%+89413F-HRTimelineGroup
Anchor Investment Management, LLC2,180$95.4K0.01%013F-HRTimeline
Asset Dedication, LLC2,055$90K0.01%+713F-HRTimeline
AE Wealth Management LLC1,911$83.7K<0.01%-1,08113F-HRTimeline
LANARK FINANCIAL, INC.1,876$82.2K0.01%-11113F-HRTimeline
OPTIMUM INVESTMENT ADVISORS1,700$74.4K0.03%013F-HRTimeline
Sound Income Strategies, LLC1,669$72K<0.01%-1713F-HRTimeline
Parkside Financial Bank & Trust1,634$71.5K0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.1,547$67.7K0.03%013F-HRTimeline
Avalon Trust Co1,450$63.5K<0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC1,425$62.4K0.02%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,320$57.8K<0.01%+1,10113F-HRTimelineGroup
Provenance Wealth Advisors, LLC1,312$57.4K0.01%013F-HRTimeline
Nova Wealth Management, Inc.1,121$49.1K0.03%-5,49113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,074$47K<0.01%-7413F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors1,000$44K0.01%013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…947$41.5K<0.01%new13F-HRTimelineGroup
WFA of San Diego, LLC939$41.1K0.03%-1313F-HRTimeline
Financial Network Wealth Advisors LLC917$40.1K0.04%013F-HRTimeline
Pinnacle Holdings, LLC898$39.3K0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.818$35.8K<0.01%+75313F-HRTimelineGroup
Plante Moran Financial Advisors, LLC802$35.1K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\800$35K<0.01%013F-HRTimelineGroup
Coastline Trust Co725$31.7K<0.01%-1,00013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Compass Financial Services Inc724$31.7K0.01%new13F-HRTimeline
CENTRAL TRUST Co713$31.2K<0.01%013F-HRTimeline
EPG Wealth Management LLC604$26.4K0.01%+213F-HRTimeline
AlphaCore Capital LLC600$26.3K<0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/585$25.6K<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …510$22.3K<0.01%13F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.505$22.1K<0.01%new13F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC485$21.2K<0.01%013F-HRTimeline
2UniFi Bank460$20.1K0.01%013F-HRTimeline
Fairscale Capital, LLC394$17.2K0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.372$16.3K<0.01%-23913F-HRTimeline
J.Safra Asset Management Corp366$16K<0.01%new13F-HRTimeline
Wilmington Savings Fund Society, FSB350$15.3K<0.01%-1,25013F-HR/ATimeline
Orion Capital Management LLC337$14.8K0.01%013F-HRTimeline
MAI Capital Management336$14.7K<0.01%+113F-HRTimeline
Comprehensive Financial Planning, Inc./…325$14.2K0.01%+113F-HRTimeline
Strategic Wealth Partners, Ltd.316$13.8K<0.01%+113F-HRTimeline
Realta Investment Advisors303$13.3K<0.01%+15313F-HRTimeline
Bogart Wealth, LLC302$13.2K<0.01%013F-HRTimeline
Dunhill Financial, LLC300$13.1K<0.01%013F-HRTimeline
Park Place Capital Corp263$11.5K<0.01%013F-HRTimeline
True Wealth Design, LLC250$10.9K<0.01%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources249$10.9K<0.01%013F-HRTimelineGroup
Qube Research & Technologies Ltd222$9.72K<0.01%-81613F-HRTimeline
Mountain Hill Investment Partners Corp.212$9.28K0.01%013F-HRTimeline
AdvisorNet Financial, Inc200$8.76K<0.01%-50013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC187$8.19K<0.01%013F-HRTimeline
BFSG, LLC151$6.61K<0.01%new13F-HRTimeline
Nemes Rush Group LLC144$6.3K<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC120$5.25K<0.01%-5113F-HRTimelineGroup
Salomon & Ludwin, LLC118$5.22K<0.01%013F-HRTimeline
CVA Family Office, LLC113$4.95K<0.01%013F-HRTimeline
TD Capital Management LLC101$4.41K<0.01%+113F-HRTimeline
Bullock Wealth Management Group100$4.41K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management95$4.16K<0.01%-7513F-HRTimelineGroup
Valued Wealth Advisors LLC92$4.03K<0.01%013F-HRTimeline
Indiana Trust & Investment Management Co90$3.94K<0.01%013F-HRTimeline
Parallel Advisors, LLC75$3.28K<0.01%-7513F-HRTimeline
Aptus Capital Advisors, LLC61$2.67K<0.01%013F-HRTimeline
Caitlin John, LLC53$2.32K<0.01%new13F-HRTimeline
Winch Advisory Services, LLC48$2.1K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC40$1.75K<0.01%-3013F-HRTimeline
Guerra Advisors Inc21$919<0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC14$613<0.01%-1013F-HRTimeline
SIGNATUREFD, LLC12$525<0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.7$268<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC6$263<0.01%013F-HRTimeline
Main Street Group, LTD1$44<0.01%013F-HRTimeline