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Disclosery

CALF PACER FDS TR

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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/19,949,192$748M0.07%-10,188,51813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY9,011,261$338M0.02%-1,872,97813F-HRTimelineGroup
LPL Financial LLC4,888,811$183M0.07%-1,514,75913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,348,920$163M0.04%-3,535,01313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,896,631$146M0.06%-1,951,54313F-HRTimelineGroup
UBS Group AGin group UBS Group AG2,804,991$105M0.02%-1,511,08113F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,774,172$104M0.09%-1,299,47913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,968,621$73.8M-258,948Timeline
HARBOUR INVESTMENTS, INC.1,888,115$70.8M2.02%-205,62413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,763,061$65.4M0.02%-616,94613F-HRTimelineGroup
Cetera Investment Advisers1,732,413$65M0.13%-4,14113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,592,836$59.7M0.01%-915,13613F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,536,733$57.6M0.08%-366,70913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,431,923$53.7M0.12%-453,66513F-HRTimelineGroup
Cambridge Investment Research Advisors,…1,245,463$46.7M0.16%-418,28513F-HRTimeline
MML INVESTORS SERVICES, LLC954,397$35.8M0.12%-44,22913F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.889,492$33.4M0.2%-42,63113F-HRTimeline
HHM Wealth Advisors, LLC776,604$29.1M3.92%+134,54513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP747,849$28M0.03%+71,82613F-HR/ATimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding728,222$27.3M-340,420Timeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP686,804$25.8M0.03%-306,79113F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…616,381$23.1M0.06%-392,05213F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…606,484$22.7M0.04%-596,25713F-HRTimeline
NewEdge Advisors, LLC564,262$21.2M0.13%-220,10113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.541,708$20.3M0.04%-205,33413F-HRTimelineGroup
Modern Wealth Management, LLC454,645$17M0.55%+62,83013F-HR/ATimeline
Janney Montgomery Scott LLC447,199$16.8M0.05%-394,47313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC421,083$15.8M0.02%+214,44513F-HRTimelineGroup
Pacer Advisors, Inc.414,866$15.6M0.04%+9,24313F-HRTimeline
Atria Wealth Solutions, Inc.386,518$14.5M0.17%-18,19013F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.384,417$14.4M1.96%-59,88413F-HRTimeline
HighTower Advisors, LLC363,680$13.6M0.02%-83,71313F-HRTimeline
Compass Advisory Group LLC357,157$13.4M4.66%-5,92813F-HRTimeline
Mariner, LLCin group Mariner, LLC350,089$13.1M0.02%+1,76413F-HRTimelineGroup
Cornerstone Wealth Management, LLC345,559$13M0.88%+4213F-HRTimeline
Private Advisor Group, LLC315,163$11.8M0.07%-120,22413F-HRTimeline
Wealth Group Ltd307,807$11.5M3.38%-19,35813F-HRTimeline
Family Manage LLC294,715$11.1M1.83%+61513F-HRTimeline
BW Gestao de Investimentos Ltda.291,259$10.9M1.24%-123,00713F-HRTimeline
Procyon Advisors, LLC285,954$10.7M0.65%-150,27913F-HRTimeline
Sanctuary Advisors, LLC256,565$9.62M0.07%+9,18913F-HRTimeline
Fearless Solutions, LLC dba Best Invest244,322$9.16M7.12%-8,31013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.240,713$9.03M0.09%-112,13913F-HRTimelineGroup
D.A. DAVIDSON & CO.228,284$8.56M0.07%-126,45613F-HRTimeline
Avondale Wealth Management227,969$8.55M5.38%-25,50013F-HRTimeline
626 Financial, LLC225,356$8.45M4.35%+87,83313F-HRTimeline
Seneca House Advisors211,531$7.93M3.38%-3,17313F-HRTimeline
BlueStem Wealth Partners, LLC204,721$7.68M1.05%-186,76613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC200,442$7.52M0.26%-222,71313F-HRTimeline
PFG Advisors197,341$7.4M0.41%-18,64113F-HRTimeline
Focus Financial Network, Inc.192,579$7.22M0.3%+1,92513F-HRTimeline
&PARTNERS193,009$7.21M0.08%-11,77413F-HRTimeline
KPP Advisory Services LLC188,401$7.07M1.34%-25,69713F-HRTimeline
Code Waechter LLC184,096$6.9M5.68%+21,50613F-HRTimeline
PSI Advisors, LLC177,421$6.65M2.16%-1,93613F-HRTimeline
Atria Investments, Inc177,013$6.64M0.09%+27,26613F-HRTimeline
Conservest Capital Advisors, Inc.176,702$6.63M0.7%-199,19913F-HRTimeline
Clark Capital Management Group, Inc.175,642$6.59M0.05%+57,07513F-HRTimeline
WEDBUSH SECURITIES INC162,001$6.08M0.22%-3913F-HRTimeline
Long Island Wealth Management, Inc.155,767$5.84M3.56%+34,26413F-HRTimeline
Tradition Wealth Management, LLC155,393$5.83M0.51%-269,70513F-HRTimeline
Steward Partners Investment Advisory, L…146,063$5.48M0.05%-24913F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding142,607$5.35M-255,375Timeline
IHT Wealth Management, LLC139,969$5.25M0.16%-5,13713F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …131,415$4.93M0.07%-10,81813F-HRTimelineGroup
Geneos Wealth Management Inc.128,986$4.84M0.07%+71,77913F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV124,280$4.66M0.36%-2,71213F-HRTimeline
J.W. COLE ADVISORS, INC.113,374$4.25M0.13%-34,85113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…112,443$4.22M0.01%-243,15213F-HRTimelineGroup
Attessa Capital LLC110,087$4.13M2.7%+5,95513F-HRTimeline
Bleakley Financial Group, LLC108,595$4.07M0.13%new13F-HRTimeline
Ausdal Financial Partners, Inc.108,309$4.06M0.31%+7,48613F-HRTimeline
Inlight Wealth Management, LLC104,656$3.92M2.43%-9,63413F-HRTimeline
Kellett Wealth Advisors, LLC104,357$3.91M2.71%-4,10813F-HRTimeline
COZAD ASSET MANAGEMENT INC102,055$3.83M0.38%+3,82213F-HRTimeline
INSTRUMENTAL WEALTH, LLC106,345$3.8M3.45%+11,40213F-HRTimeline
Certified Advisory Corp99,462$3.73M0.42%-78,90013F-HRTimeline
Advisory Services Network, LLC98,878$3.71M0.07%+11,13913F-HRTimeline
HBW ADVISORY SERVICES LLC97,441$3.65M0.52%+6,77013F-HRTimeline
Clarus Wealth Advisors103,409$3.65M1.95%new13F-HRTimeline
Copley Financial Group, Inc.95,931$3.6M2.75%+5,36513F-HR/ATimeline
ONE PLUS ONE WEALTH MANAGEMENT, LLC95,734$3.59M1.96%+7,19913F-HRTimeline
IFP Advisors, Inc92,826$3.48M0.11%-3,19913F-HRTimeline
MONECO ADVISORS, LLC92,816$3.48M0.36%-35,10813F-HR/ATimeline
Plan Group Financial, LLC91,510$3.43M1.23%-7113F-HRTimeline
Atlas Wealth LLC91,058$3.41M1.33%-2,80213F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT90,896$3.41M0.25%-17,03213F-HRTimeline
MONEYWISE, INC.90,642$3.4M1.8%-23,48513F-HRTimeline
Aspen Wealth Strategies, LLC88,933$3.33M2.19%-29,02513F-HRTimeline
1 NORTH WEALTH SERVICES LLC86,394$3.24M1.5%-17,56813F-HRTimeline
Prospera Financial Services Inc85,313$3.2M0.07%-38,63013F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC94,233$3.11M0.7%-134,31213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…81,683$3.06M0.07%+47,29913F-HRTimelineGroup
Clay Northam Wealth Management, LLC81,074$3.04M2.13%+4,65513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…80,905$3.03M0.17%+2,89713F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC80,254$3.01M0.04%-54,73713F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC76,821$2.88M<0.01%-146,58413F-HR/ATimelineGroup
CAPTRUST FINANCIAL ADVISORS75,917$2.85M0.01%+4,07113F-HRTimeline
Sigma Planning Corp74,626$2.8M0.09%-15,60013F-HRTimeline
INTEGRITY ALLIANCE, LLC.74,059$2.78M0.11%+63,31313F-HRTimeline
Modus Advisors, LLC73,219$2.75M0.9%-7,19313F-HRTimeline
Keystone Financial Services, LLC72,986$2.74M2.32%+4,43313F-HRTimeline
Insight Advisors, LLC/ PA72,481$2.72M0.48%-2,70213F-HRTimeline
Bright Futures Wealth Management, LLC.78,499$2.65M2.91%-2,40313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/69,395$2.6M<0.01%+4,98413F-HRTimelineGroup
World Investment Advisors69,140$2.59M0.07%-9,41313F-HRTimeline
VERUS CAPITAL PARTNERS, LLC68,591$2.57M0.26%+1,31613F-HR/ATimeline
Bay Colony Advisory Group, Inc d/b/a Ba…67,115$2.51M0.38%-11,11613F-HRTimeline
CENTAURUS FINANCIAL, INC.66,914$2.51M0.15%+5,51413F-HRTimeline
Circle Wealth Management, LLC66,535$2.5M0.06%+91013F-HRTimeline
Investor's Fiduciary Advisor Network, L…65,773$2.47M1.16%+14,02013F-HRTimeline
First PREMIER Bank65,586$2.46M0.62%-1,48013F-HRTimeline
DAVENPORT & Co LLC65,383$2.45M0.01%+4,63413F-HRTimeline
Valmark Advisers, Inc.65,308$2.45M0.04%+1,68313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…65,196$2.44M0.07%+7,00213F-HRTimelineGroup
Lane & Associates LLC63,531$2.38M1.28%+4,88813F-HRTimeline
Copia Wealth Management63,270$2.37M2.19%-5413F-HRTimeline
Moors & Cabot, Inc.63,005$2.36M0.12%-4,95113F-HRTimeline
OARSMAN CAPITAL, INC.62,829$2.36M0.42%-86,01813F-HRTimeline
National Wealth Management Group, LLC62,215$2.33M1.53%+62113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …62,147$2.33M0.06%-18,85913F-HRTimelineGroup
Anson Capital, Inc.62,114$2.33M2%+13,80013F-HRTimeline
Firestone Capital Management60,395$2.26M0.59%-1,72713F-HRTimeline
Premier Path Wealth Partners, LLC56,920$2.13M0.33%+11,17413F-HRTimeline
MBA Advisors LLC56,143$2.11M1.04%-58,37213F-HRTimeline
Wayfinding Financial, LLC55,951$2.1M0.92%-4,85413F-HRTimeline
Global Assets Advisory, LLC58,501$2.06M0.39%+33,63613F-HRTimeline
Kingsview Wealth Management, LLC54,580$2.05M0.04%-35,49813F-HRTimeline
Pacific Capital Wealth Advisors, Inc.53,955$2.02M0.35%+113F-HRTimeline
Ellis Investment Partners, LLC53,455$2M0.41%-5,93513F-HRTimeline
Teamwork Financial Advisors, LLC53,378$2M0.28%-435,63113F-HRTimeline
COMERICA BANK52,574$1.97M0.01%-22,84113F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.52,213$1.96M0.99%-1,59613F-HRTimeline
BARRETT & COMPANY, INC.51,802$1.94M0.84%+1,09713F-HRTimeline
SCS Capital Management LLC51,746$1.94M0.02%new13F-HR/ATimeline
CIBC WORLD MARKET INC.51,500$1.93M<0.01%-11,08413F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC51,412$1.93M0.4%-5,89513F-HRTimeline
Smart Portfolios, LLC51,341$1.93M2.09%+41013F-HRTimeline
GTS SECURITIES LLC50,432$1.89M0.08%-13,99213F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC49,878$1.87M0.44%new13F-HRTimeline
WEST BANCORPORATION INC49,430$1.85M1.26%-78,45613F-HRTimeline
CATHY PARETO & ASSOCIATES, INC48,901$1.83M1.62%-22,28113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC41,322$1.82M0.04%+84713F-HRTimelineGroup
Financial Advocates Investment Manageme…48,302$1.81M0.13%-9,32013F-HRTimeline
Chicago Partners Investment Group LLC48,101$1.77M0.06%+27,24713F-HRTimeline
Prairie Sky Financial Group LLC47,112$1.77M1.05%+1,18813F-HRTimeline
U.S. Capital Wealth Advisors, LLC46,911$1.76M0.05%-32,03413F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT46,268$1.74M0.22%-3,48813F-HRTimeline
JBR Co Financial Management Inc45,618$1.71M1%-2,65513F-HRTimeline
BLAIR WILLIAM & CO/IL44,900$1.68M0.01%-20,97613F-HRTimeline
Bedel Financial Consulting, Inc.43,753$1.6M0.23%-13,91013F-HRTimeline
Visionary Wealth Advisors42,578$1.6M0.1%+60913F-HRTimeline
ETF Store, Inc.42,127$1.58M1.94%+1,04713F-HRTimeline
Claro Advisors Inc.41,921$1.57M0.21%-2,00413F-HRTimeline
Garden State Investment Advisory Servic…41,918$1.57M0.5%+5,75013F-HRTimeline
WNY Asset Management, LLC39,002$1.46M0.17%+9,46213F-HRTimeline
Prosperity Consulting Group, LLC38,026$1.43M0.11%-59,15013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC37,326$1.4M<0.01%+35413F-HRTimelineGroup
Glen Eagle Advisors, LLC37,283$1.4M0.23%-15,16313F-HRTimeline
Summit Wealth Partners, LLC37,241$1.4M0.28%-17,93313F-HRTimeline
EWG Elevate Inc.35,725$1.34M0.51%-5,57613F-HRTimeline
Fortis Advisors, LLC35,476$1.33M0.87%-8713F-HRTimeline
Oregon Pacific Wealth Management, LLC35,433$1.33M1.33%-3,04713F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC34,904$1.31M0.7%+3,03913F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC34,800$1.3M<0.01%new13F-HRTimeline
Sylvest Advisors, LLC33,660$1.26M0.79%+3,32913F-HRTimeline
First Heartland Consultants, Inc.33,503$1.26M0.13%+2,50713F-HRTimeline
Sowell Financial Services LLC32,927$1.23M0.06%+78313F-HRTimeline
NVWM, LLC32,608$1.22M0.32%+4,76213F-HRTimeline
Paragon Private Wealth Management, LLC32,491$1.22M0.57%-11,38613F-HRTimeline
Visionary Horizons, LLC31,757$1.19M0.84%-9,60813F-HRTimeline
Perennial Investment Advisors, LLC31,587$1.18M0.13%+4,23413F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC31,345$1.18M0.07%-68,89413F-HRTimeline
Lodestone Wealth Management LLC31,319$1.17M0.62%new13F-HRTimeline
SYNOVUS FINANCIAL CORP31,224$1.17M0.02%-4,25713F-HRTimeline
Dynamic Advisor Solutions LLC30,707$1.15M0.04%+2,13313F-HRTimeline
GWN SECURITIES INC.29,867$1.14M0.06%+22,94013F-HRTimeline
Western Wealth Management, LLC30,265$1.13M0.08%+3,22213F-HRTimeline
MTM FINANCIAL GROUP, LLC30,116$1.13M0.66%-10413F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding26,435$1.1M-107Timeline
PENOBSCOT WEALTH MANAGEMENT29,360$1.1M0.46%-13,50713F-HRTimeline
PRIVATE CLIENT SERVICES, LLC29,060$1.09M0.54%+7,52213F-HRTimeline
Cushing Capital Partners, LLC29,036$1.09M0.98%+3,76513F-HRTimeline
FLOW TRADERS U.S. LLC28,966$1.09M0.05%+2,77313F-HRTimeline
Total Clarity Wealth Management, Inc.24,639$1.08M0.35%-80013F-HRTimeline
CMC Financial Group28,736$1.08M2.44%-50713F-HRTimeline
Prostatis Group LLC28,588$1.07M0.34%-16,56113F-HRTimeline
Integrated Wealth Concepts LLC28,380$1.06M0.01%-13,51413F-HRTimeline
Pinnacle Financial Partners Inc27,815$1.04M0.02%-25,82613F-HRTimeline
Evolution Wealth Advisors, LLC27,378$1.03M0.17%-8,16813F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…27,303$1.02M0.03%-1,12113F-HRTimelineGroup
TRANSCEND CAPITAL ADVISORS, LLC26,627$998K0.07%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV26,394$990K<0.01%-42,67313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP25,777$967K<0.01%-28,07813F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.25,436$954K0.05%-1,12013F-HRTimeline
Northeast Financial Consultants Inc25,367$951K0.04%-5,49813F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…24,609$923K0.08%-6,52013F-HRTimeline
B. Riley Wealth Advisors, Inc.24,429$916K0.03%+4,83713F-HRTimeline
NewEdge Wealth, LLC24,401$915K0.02%-36,92813F-HRTimeline
Allworth Financial LP24,874$888K0.01%-12813F-HRTimeline