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Disclosery

CALF PACER FDS TR

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US SMALL CAP CAS (fund)

400 managers (402 13F filers) reported a position in CALF shares at 2025-12-31, 50,875,333 shares in all. 28 filers opened a position and 49 filers sold out during the quarter.

Managers
400
13F filers
402
New
28
Added
85
Reduced
204
Sold out
49
Shares held by filers
50,875,333

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC10,011$444K0.01%-40213F-HRTimeline
Total Clarity Wealth Management, Inc.9,991$443K0.11%-40013F-HRTimeline
Commonwealth Financial Services, LLC9,956$442K0.07%-31813F-HRTimeline
CHANNEL WEALTH LLC9,911$440K0.11%-6613F-HRTimeline
Trilogy Capital Inc.9,804$435K0.02%-4,04513F-HRTimeline
Sankala Group LLC9,369$432K0.35%13F-HRTimeline
Oder Investment Management, LLC9,484$421K0.3%-96813F-HRTimeline
National Wealth Management Group, LLC9,275$412K0.14%-46,67713F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.9,248$410K0.09%-2,18913F-HRTimeline
Arax Advisory Partners9,171$407K0.01%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC9,094$404K0.02%+3,20713F-HRTimeline
MONECO ADVISORS, LLC9,083$403K0.03%-91313F-HRTimeline
Creative Planningin group Creative Planning8,990$399K<0.01%+2,55313F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC8,976$398K<0.01%+1,96313F-HRTimelineGroup
Carnegie Lake Advisors LLC8,872$394K0.15%013F-HRTimeline
CALTON & ASSOCIATES, INC.8,754$388K0.06%-2,25213F-HRTimeline
WEST MICHIGAN ADVISORS, LLC8,644$386K0.09%+6813F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…8,635$383K0.06%new13F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…8,623$383K<0.01%-81513F-HRTimelineGroup
Winning Points Advisors, LLC8,509$377K0.4%13F-HRTimeline
World Investment Advisors8,424$374K0.01%-4,15613F-HR/ATimeline
Financial Partners Group, Inc8,047$365K0.04%-7,38313F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…8,223$365K0.04%+10013F-HRTimeline
LaSalle St. Investment Advisors, LLC8,217$364K0.06%-5,95013F-HRTimeline
Tradition Wealth Management, LLC8,141$361K0.03%-5,14513F-HRTimeline
Gaddis Premier Wealth Advisors LLC8,068$358K0.27%13F-HRTimeline
Foundations Investment Advisors, LLC8,006$355K<0.01%+22613F-HRTimeline
Carrera Capital Advisors7,869$352K0.06%new13F-HRTimeline
Ballast Rock Private Wealth LLC7,791$348K0.22%13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth7,793$348K<0.01%+62913F-HRTimelineGroup
Avantax Planning Partners, Inc.7,824$347K0.01%+2113F-HRTimeline
Gladstone Institutional Advisory LLC7,762$344K0.01%-28213F-HRTimeline
B. Riley Wealth Advisors, Inc.7,758$344K0.02%-30213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…7,714$343K0.01%-41513F-HRTimelineGroup
Opal Wealth Advisors, LLC7,671$340K0.09%-89213F-HRTimeline
Heritage Wealth Management, Inc.7,647$339K0.09%-62113F-HRTimeline
Balefire, LLC7,498$333K0.06%-2,44613F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP7,410$329K<0.01%-10,45313F-HRTimelineGroup
Intrua Financial, LLC7,386$328K0.04%-6513F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC7,245$324K0.01%013F-HRTimeline
PRIVATE TRUST CO NA7,247$322K0.03%-1,32813F-HRTimeline
ORG Partners LLC7,232$321K0.06%013F-HRTimeline
Trexquant Investment LP7,208$320K<0.01%-68213F-HRTimeline
Bravias Capital Group, LLC7,206$320K0.19%013F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.6,893$308K0.12%-83513F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…6,942$308K<0.01%+27913F-HRTimelineGroup
Avondale Wealth Management6,779$301K0.15%-2,09813F-HRTimeline
IFG Advisory, LLC6,713$298K0.01%+1,06513F-HRTimeline
Next Level Wealth Planning, LLC6,703$297K0.16%+80113F-HRTimeline
Compound Planning, Inc.6,658$295K0.01%-81613F-HRTimeline
Merit Financial Group, LLC6,601$293K<0.01%+26813F-HRTimeline
IVC Wealth Advisors LLC6,498$288K0.13%-3,35213F-HRTimeline
CWM, LLCin group CWM, LLC6,436$286K<0.01%+1,13813F-HRTimelineGroup
Rubicon Advisors, GP6,442$286K0.26%13F-HRTimeline
Platform Technology Partners6,400$284K0.06%013F-HRTimeline
Farther Finance Advisors, LLC6,345$282K<0.01%+2,41413F-HRTimeline
OFC FINANCIAL PLANNING, LLC6,314$280K0.27%-1,99013F-HRTimeline
Comprehensive Financial Consultants Ins…6,269$278K0.08%-36613F-HRTimeline
Bright Futures Wealth Management, LLC.6,261$278K0.21%-74,72313F-HRTimeline
Waverly Advisors, LLC6,224$276K<0.01%new13F-HRTimeline
BlackDiamond Wealth Management, LLC5,773$270K0.13%+83813F-HRTimeline
NVWM, LLC6,082$270K0.06%-16,92113F-HRTimeline
FIRST AMERICAN BANK6,000$266K0.02%013F-HRTimeline
Insight Advisors, LLC/ PA5,933$263K0.04%-3,17613F-HRTimeline
Keating Financial Advisory Services, In…5,863$260K0.04%13F-HRTimeline
Mascagni Wealth Management, Inc.5,820$258K0.19%-49413F-HRTimeline
Diligent Investors, LLC5,816$258K0.06%013F-HRTimeline
SMITH, MOORE & CO.5,748$255K0.02%013F-HRTimeline
Round Rock Advisors LLC5,740$255K0.04%-19313F-HR/ATimeline
CEERA INVESTMENTS, LLC5,690$252K0.1%013F-HRTimeline
LEIGH BALDWIN & CO., LLC5,690$252K0.17%-10013F-HRTimeline
AMERIFLEX GROUP, INC.5,620$249K0.13%-18113F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC5,617$249K0.06%-1,50113F-HRTimeline
HBW ADVISORY SERVICES LLC5,575$247K0.03%-3,62213F-HRTimeline
Weaver Consulting Group5,486$243K0.06%new13F-HRTimeline
Jacksonville Wealth Management, LLC5,483$243K0.17%-4,17413F-HRTimeline
BKM Wealth Management, LLC5,440$241K0.09%-15213F-HRTimeline
Gateway Wealth Partners, LLC5,428$241K0.03%+4813F-HRTimeline
Patriot Financial Group Insurance Agenc…5,350$237K0.03%-65013F-HRTimeline
OpenArc Corporate Advisory, LLC5,348$237K<0.01%13F-HRTimeline
Ethos Financial Group, LLC5,323$236K0.02%013F-HRTimeline
SAXON INTERESTS, INC.5,292$235K0.08%-16613F-HRTimeline
Perissos Private Wealth Management, LLC5,154$229K0.2%-2,76913F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC5,143$228K0.11%13F-HRTimeline
Keystone Financial Group5,143$228K0.02%+7213F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…5,125$227K0.01%-5,23313F-HRTimelineGroup
S.A. Mason LLC5,122$227K0.09%-78513F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.5,111$227K0.02%013F-HRTimelineGroup
Capital Investment Advisory Services, L…5,047$224K0.02%-45113F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC5,009$224K0.07%-32013F-HRTimeline
PFG Investments, LLC5,041$224K0.01%-52813F-HRTimeline
Pine Valley Investments Ltd Liability Co5,016$223K0.01%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED4,988$223K0.02%-6,14113F-HRTimeline
Oxler Private Wealth LLC5,006$222K0.06%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP5,005$222K0.01%new13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.4,984$221K0.01%-39913F-HRTimelineGroup
Connecticut Capital Management Group, L…4,949$220K0.21%13F-HRTimeline
Wellspring Financial Advisors, LLC4,947$219K0.02%new13F-HRTimeline
Worth Financial Advisory Group, LLC4,863$216K0.1%-2,85413F-HRTimeline
Intrepid Financial Planning Group LLC4,849$215K0.08%-5013F-HRTimeline
Invenomic Capital Management LP4,822$214K0.01%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management4,820$214K<0.01%-37213F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.4,770$213K0.01%-4,37213F-HRTimeline
Crestwood Advisors Group, LLC4,794$213K<0.01%013F-HRTimeline
GWN SECURITIES INC.4,776$212K0.04%+213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC4,724$210K<0.01%-12,94113F-HRTimelineGroup
SCS Capital Management LLC4,676$209K<0.01%-4,34413F-HRTimeline
Avidian Wealth Enterprises, LLC4,656$207K0.01%013F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …4,519$205K0.01%-19713F-HRTimelineGroup
ADIRONDACK TRUST CO4,350$193K0.06%-40713F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,965$176K<0.01%+42613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,506$156K<0.01%-7,57113F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC3,375$150K<0.01%+65713F-HRTimelineGroup
Monetary Solutions, Ltd3,179$141K0.14%13F-HRTimeline
FMR LLCin group FMR LLC2,811$125K<0.01%+57313F-HRTimelineGroup
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…2,771$123K0.06%-213F-HRTimelineGroup
Sound Income Strategies, LLC2,607$118K0.01%+93813F-HRTimeline
Tradewinds Capital Management, LLC2,603$115K0.02%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,432$108K<0.01%+1,48513F-HRTimelineGroup
Medallion Wealth Advisors, LLC2,413$107K0.04%013F-HRTimeline
AE Wealth Management LLC2,335$104K<0.01%+42413F-HRTimeline
Whipplewood Advisors, LLC2,256$100K0.06%-1,09013F-HRTimeline
Anchor Investment Management, LLC2,180$96.7K0.01%013F-HRTimeline
Asset Dedication, LLC2,055$91.2K0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.2,011$89.2K0.03%-35513F-HRTimeline
LANARK FINANCIAL, INC.1,876$83.3K0.01%013F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI1,800$79.9K0.01%-13,09013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.1,733$76.9K0.03%+18613F-HRTimeline
Parkside Financial Bank & Trust1,634$72.5K0.01%013F-HRTimeline
Golden State Wealth Management, LLC1,620$71.9K0.01%-1,22813F-HRTimeline
Avalon Trust Co1,450$64.3K<0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC1,425$63.2K0.02%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,401$62.2K<0.01%+8113F-HRTimelineGroup
Provenance Wealth Advisors, LLC1,312$58.2K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,129$50.1K<0.01%+32913F-HRTimelineGroup
Nova Wealth Management, Inc.1,111$49.3K0.03%-1013F-HRTimeline
Hilton Head Capital Partners, LLC1,096$48.6K0.03%13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors1,000$44.7K0.01%013F-HRTimelineGroup
WFA of San Diego, LLC939$41.7K0.03%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC917$40.7K0.03%13F-HRTimeline
Pinnacle Holdings, LLC898$39.8K0.01%013F-HRTimeline
Harbor Asset Planning, Inc.888$39.4K0.03%-1,68613F-HRTimeline
Financial Network Wealth Advisors LLC845$37.5K0.04%-7213F-HRTimeline
Coastline Trust Co725$32.2K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Compass Financial Services Inc724$32.1K0.01%013F-HRTimeline
CENTRAL TRUST Co713$31.6K<0.01%013F-HRTimeline
AlphaCore Capital LLC600$26.8K<0.01%013F-HRTimeline
EPG Wealth Management LLC604$26.8K0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/585$26K<0.01%013F-HRTimeline
Key Capital Management, INC519$23K0.02%13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …510$22.6K<0.01%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC485$21.5K<0.01%013F-HRTimeline
2UniFi Bank460$20.4K0.01%013F-HRTimeline
IMG Wealth Management, Inc.424$18.8K0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…400$17.7K<0.01%-67413F-HRTimelineGroup
Pinnacle Bancorp, Inc.372$16.5K<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…325$14.4K0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.316$14K<0.01%013F-HRTimeline
Bogart Wealth, LLC302$13.4K<0.01%013F-HRTimeline
Dunhill Financial, LLC300$13.3K<0.01%013F-HRTimeline
CoreCap Advisors, LLC292$13K<0.01%new13F-HRTimeline
Park Place Capital Corp263$11.7K<0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources249$11K<0.01%013F-HRTimelineGroup
Qube Research & Technologies Ltd207$9.19K<0.01%-1513F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC187$8.3K<0.01%013F-HRTimeline
Triumph Capital Management179$7.94K<0.01%new13F-HRTimeline
Nemes Rush Group LLC144$6.39K<0.01%013F-HRTimeline
Sachetta, LLC137$6.08K<0.01%-3,70013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…123$5.46K<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC120$5.32K<0.01%013F-HRTimelineGroup
Salomon & Ludwin, LLC118$5.32K<0.01%013F-HRTimeline
CX Institutional111$5K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC106$4.74K<0.01%new13F-HRTimeline
1 NORTH WEALTH SERVICES LLC104$4.62K<0.01%new13F-HRTimeline
TD Capital Management LLC101$4.47K<0.01%013F-HRTimeline
Realta Investment Advisors100$4.44K<0.01%-20313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management95$4.21K<0.01%013F-HRTimelineGroup
Valued Wealth Advisors LLC92$4.11K<0.01%013F-HRTimeline
Kingdom Financial Group LLC.92$4.08K<0.01%new13F-HRTimeline
IFC & Insurance Marketing, Inc.86$4K<0.01%13F-HRTimeline
Bullock Wealth Management Group81$3.59K<0.01%-1913F-HRTimeline
Parallel Advisors, LLC75$3.33K<0.01%013F-HRTimeline
OPTIMA CAPITAL LLC65$2.91K<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.65$2.88K<0.01%-75313F-HRTimelineGroup
Aptus Capital Advisors, LLC61$2.71K<0.01%013F-HRTimeline
Root Financial Partners, LLC55$2.44K<0.01%new13F-HRTimeline
Caitlin John, LLC53$2.35K<0.01%013F-HRTimeline
Strive Financial Group ,LLC52$2.31K<0.01%13F-HR/ATimeline
SageView Advisory Group, LLC51$2.25K<0.01%new13F-HRTimeline
MONTAG A & ASSOCIATES INC50$2.24K<0.01%new13F-HRTimeline
Winch Advisory Services, LLC48$2.13K<0.01%013F-HRTimeline
LRI Investments, LLC40$1.77K<0.01%new13F-HRTimeline
Blue Trust, Inc.32$1.42K<0.01%new13F-HRTimeline
Go Invest LLC25$1.1K<0.01%13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC14$626<0.01%013F-HRTimeline
SIGNATUREFD, LLC12$532<0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.6$272<0.01%-113F-HRTimeline
Trust Co6$268<0.01%new13F-HRTimeline
DUNCKER STREETT & CO INC6$266<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.3$136<0.01%-50213F-HRTimelineGroup