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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/15,325,548$610M0.05%-4,623,64413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY5,778,462$230M0.01%-3,232,79913F-HRTimelineGroup
LPL Financial LLC4,469,368$178M0.06%-419,44313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,107,425$124M0.04%-789,20613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,797,511$111M0.02%-1,551,40913F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,314,734$92.2M0.07%-459,43813F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,817,663$72.4M0.02%-987,32813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,729,840$68.9M-238,781Timeline
Cetera Investment Advisers1,519,454$60.5M0.1%-212,95913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,221,333$48.6M0.09%-210,59013F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,197,519$47.7M0.01%-395,31713F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,053,894$42M0.06%-482,83913F-HRTimeline
Cambridge Investment Research Advisors,…1,030,962$41M0.12%-214,50113F-HRTimeline
MML INVESTORS SERVICES, LLC950,595$37.8M0.11%-3,80213F-HRTimeline
HHM Wealth Advisors, LLC819,326$32.6M3.88%+42,72213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC788,385$31.4M0.01%-974,67613F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP734,415$29.3M0.02%-13,43413F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.732,111$29.1M0.16%-157,38113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding675,640$26.9M-52,582Timeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP580,785$23.1M0.02%-106,01913F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.516,344$20.6M0.04%-25,36413F-HRTimelineGroup
Janney Montgomery Scott LLC487,551$19.4M0.05%+40,35213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…456,222$18.9M0.03%-150,26213F-HRTimeline
Modern Wealth Management, LLC470,649$18.7M0.47%+16,00413F-HR/ATimeline
Pacer Advisors, Inc.437,631$17.4M0.04%+22,76513F-HRTimeline
Compass Advisory Group LLC397,740$15.8M5.01%+40,58313F-HRTimeline
Cornerstone Wealth Management, LLC367,020$14.6M0.89%+21,46113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…363,287$14.5M0.03%-253,09413F-HR/ATimelineGroup
D.A. DAVIDSON & CO.345,389$13.8M0.1%+117,10513F-HRTimeline
HighTower Advisors, LLC312,908$12.5M0.02%-50,77213F-HRTimeline
NewEdge Advisors, LLC310,134$12.3M0.06%-254,12813F-HRTimeline
BW Gestao de Investimentos Ltda.291,259$11.6M1.1%013F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.289,065$11.5M1.51%-95,35213F-HRTimeline
Steward Partners Investment Advisory, L…287,380$11.4M0.09%+141,31713F-HRTimeline
Family Manage LLC281,734$11.2M1.7%-12,98113F-HRTimeline
Mariner, LLCin group Mariner, LLC278,284$11.1M0.02%-71,80513F-HRTimelineGroup
BlueStem Wealth Partners, LLC274,184$10.9M1.34%+69,46313F-HRTimeline
Procyon Advisors, LLC257,217$10.2M0.97%-28,73713F-HRTimeline
Private Advisor Group, LLC255,837$10.2M0.05%-59,32613F-HRTimeline
Fearless Solutions, LLC dba Best Invest240,134$9.56M6.69%-4,18813F-HRTimeline
626 Financial, LLC235,217$9.37M4.4%+9,86113F-HR/ATimeline
GTS SECURITIES LLC203,461$8.1M0.36%+153,02913F-HRTimeline
KPP Advisory Services LLC185,050$7.37M1.22%-3,35113F-HR/ATimeline
Long Island Wealth Management, Inc.181,056$7.21M3.74%+25,28913F-HRTimeline
Wealth Group Ltd181,038$7.21M1.84%-126,76913F-HRTimeline
&PARTNERS175,642$6.99M0.05%-17,36713F-HRTimeline
Bleakley Financial Group, LLC169,385$6.74M0.17%+60,79013F-HRTimeline
Atria Wealth Solutions, Inc.163,339$6.53M0.15%-223,17913F-HRTimeline
WEDBUSH SECURITIES INC158,481$6.31M0.22%-3,52013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS150,000$5.97M<0.01%new13F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.144,640$5.76M0.05%-96,07313F-HRTimelineGroup
Sanctuary Advisors, LLC140,946$5.61M0.03%-115,61913F-HRTimeline
IHT Wealth Management, LLC137,929$5.49M0.15%-2,04013F-HRTimeline
J.W. COLE ADVISORS, INC.126,983$5.06M0.11%+13,60913F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding123,684$4.92M-18,923Timeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …119,042$4.74M0.06%-12,37313F-HRTimelineGroup
PFG Advisors112,295$4.47M0.21%-85,04613F-HRTimeline
Clarus Wealth Advisors107,810$4.46M2.06%+4,40113F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV111,490$4.44M0.31%-12,79013F-HRTimeline
HBW ADVISORY SERVICES LLC110,384$4.39M0.54%+12,94313F-HRTimeline
INSTRUMENTAL WEALTH, LLC108,762$4.39M3.49%+2,41713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC108,990$4.34M<0.01%-312,09313F-HRTimelineGroup
Certified Advisory Corp104,810$4.17M0.43%+5,34813F-HRTimeline
Ausdal Financial Partners, Inc.99,260$3.95M0.26%-9,04913F-HRTimeline
Inlight Wealth Management, LLC98,217$3.91M2.03%-6,43913F-HRTimeline
Carter Financial Group, INC.97,124$3.87M2.53%13F-HRTimeline
INTEGRITY ALLIANCE, LLC.95,129$3.79M0.21%+21,07013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC89,891$3.58M0.1%-110,55113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…87,873$3.5M0.16%+6,96813F-HRTimelineGroup
TRUSTMARK BANK TRUST DEPARTMENT81,670$3.25M0.22%-9,22613F-HRTimeline
Clay Northam Wealth Management, LLC80,164$3.19M2.04%-91013F-HRTimeline
IFP Advisors, Inc79,073$3.15M0.09%-13,75313F-HRTimeline
Keystone Financial Services, LLC77,630$3.09M2.35%+4,64413F-HRTimeline
COZAD ASSET MANAGEMENT INC75,938$3.02M0.26%-26,11713F-HR/ATimeline
CENTAURUS FINANCIAL, INC.74,595$2.97M0.17%+7,68113F-HRTimeline
Atlas Wealth LLC71,896$2.93M1.07%-19,16213F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/72,146$2.87M<0.01%+2,75113F-HR/ATimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…71,899$2.86M0.08%+6,70313F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…71,454$2.84M0.06%-10,22913F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …69,480$2.77M0.06%+7,33313F-HRTimelineGroup
Prospera Financial Services Inc68,982$2.75M0.05%-16,33113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS68,746$2.74M0.01%-7,17113F-HRTimeline
Investor's Fiduciary Advisor Network, L…67,367$2.68M1%+1,59413F-HRTimeline
ONE PLUS ONE WEALTH MANAGEMENT, LLC67,269$2.68M1.46%-28,46513F-HRTimeline
U.S. Capital Wealth Advisors, LLC66,750$2.66M0.08%+19,83913F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC66,492$2.65M0.03%-13,76213F-HRTimelineGroup
MONEYWISE, INC.66,326$2.64M1.24%-24,31613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC65,197$2.6M<0.01%-11,62413F-HRTimelineGroup
Anson Capital, Inc.63,753$2.54M2.05%+1,63913F-HRTimeline
National Wealth Management Group, LLC62,385$2.48M1.39%+17013F-HRTimeline
Geneos Wealth Management Inc.61,853$2.46M0.06%-67,13313F-HRTimeline
Plan Group Financial, LLC61,855$2.46M0.81%-29,65513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…59,154$2.36M<0.01%-53,28913F-HRTimelineGroup
First PREMIER Bank59,037$2.35M0.57%-6,54913F-HRTimeline
Ellis Investment Partners, LLC59,005$2.35M0.46%+5,55013F-HRTimeline
Copia Wealth Management58,809$2.34M1.98%-4,46113F-HRTimeline
Premier Path Wealth Partners, LLC58,332$2.32M0.32%+1,41213F-HRTimeline
Advisory Services Network, LLC55,824$2.24M0.04%-43,05413F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC53,827$2.23M0.4%-40,40613F-HRTimeline
Moors & Cabot, Inc.55,896$2.23M0.1%-7,10913F-HRTimeline
Pacific Capital Wealth Advisors, Inc.53,635$2.19M0.4%-32013F-HRTimeline
Firestone Capital Management54,635$2.18M0.51%-5,76013F-HRTimeline
Inscription Capital, LLC52,854$2.1M0.3%+47,75213F-HRTimeline
BARRETT & COMPANY, INC.52,699$2.1M0.79%+89713F-HRTimeline
Sigma Planning Corp52,099$2.07M0.06%-22,52713F-HRTimeline
Smart Portfolios, LLC50,455$2.01M2.02%-88613F-HRTimeline
Kingsview Wealth Management, LLC50,266$2M0.03%-4,31413F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC50,004$1.99M0.44%+12613F-HRTimeline
BCS Wealth Management48,951$1.95M0.42%+28,31513F-HRTimeline
Prairie Sky Financial Group LLC48,950$1.95M1.07%+1,83813F-HRTimeline
HARBOUR INVESTMENTS, INC.48,786$1.94M0.05%-1,839,32913F-HRTimeline
Chicago Partners Investment Group LLC46,221$1.94M0.06%-1,88013F-HRTimeline
Integrated Wealth Concepts LLC47,690$1.9M0.02%+19,31013F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC47,515$1.89M0.35%-3,89713F-HRTimeline
Financial Advocates Investment Manageme…45,557$1.81M0.15%-2,74513F-HRTimeline
Claro Advisors Inc.44,845$1.79M0.29%+2,92413F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC43,715$1.74M0.9%+8,81113F-HRTimeline
ETF Store, Inc.42,233$1.68M1.95%+10613F-HRTimeline
Perennial Investment Advisors, LLC41,672$1.66M0.16%+10,08513F-HRTimeline
DAVENPORT & Co LLC41,599$1.66M0.01%-23,78413F-HRTimeline
Garden State Investment Advisory Servic…40,523$1.61M0.44%-1,39513F-HRTimeline
JBR Co Financial Management Inc40,309$1.6M0.79%-5,30913F-HRTimeline
WNY Asset Management, LLC39,321$1.57M0.17%+31913F-HRTimeline
Bedel Financial Consulting, Inc.39,302$1.56M0.21%-4,45113F-HRTimeline
Visionary Wealth Advisors39,086$1.56M0.08%-3,49213F-HRTimeline
BLAIR WILLIAM & CO/IL38,242$1.52M<0.01%-6,65813F-HRTimeline
Atria Investments, Inc38,035$1.51M0.02%-138,97813F-HRTimeline
COMERICA BANK37,657$1.5M0.01%-14,91713F-HRTimeline
Global Retirement Partners, LLC37,124$1.48M0.04%13F-HRTimeline
Gotham Asset Management, LLC37,124$1.48M0.01%+14,04313F-HRTimeline
Orion Porfolio Solutions, LLC35,110$1.4M0.01%+20,03913F-HR/ATimeline
GWN SECURITIES INC.35,006$1.4M0.26%+5,13913F-HRTimeline
EWG Elevate Inc.34,654$1.38M0.43%-1,07113F-HRTimeline
VERUS CAPITAL PARTNERS, LLC34,461$1.37M0.12%-34,13013F-HR/ATimeline
Oregon Pacific Wealth Management, LLC33,781$1.34M1.27%-1,65213F-HRTimeline
World Investment Advisors33,115$1.32M0.03%-36,02513F-HRTimeline
Sylvest Advisors, LLC31,733$1.26M0.73%-1,92713F-HRTimeline
Paragon Private Wealth Management, LLC30,598$1.22M0.49%-1,89313F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC30,406$1.21M0.09%+3,77913F-HRTimeline
Western Wealth Management, LLC28,890$1.15M0.07%-1,37513F-HRTimeline
IronOak Wealth LLC.28,854$1.15M1.12%13F-HRTimeline
CMC Financial Group28,736$1.14M2.61%013F-HRTimeline
Evolution Wealth Advisors, LLC27,377$1.09M0.16%-113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC26,944$1.07M<0.01%new13F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…26,382$1.05M0.02%-92113F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC26,216$1.04M<0.01%-11,11013F-HRTimelineGroup
Glen Eagle Advisors, LLC25,909$1.03M0.16%-11,37413F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT25,144$1M0.36%-4,21613F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT25,057$998K0.12%-21,21113F-HRTimeline
Lodestone Wealth Management LLC24,725$984K0.48%-6,59413F-HRTimeline
FLOW TRADERS U.S. LLC24,353$970K0.04%-4,61313F-HRTimeline
Cushing Capital Partners, LLC23,995$955K0.81%-5,04113F-HRTimeline
Goldstone Financial Group, LLC22,244$921K0.12%+22813F-HRTimeline
NVWM, LLC22,838$909K0.22%-9,77013F-HRTimeline
BlueChip Wealth Advisors LLC22,444$894K0.4%+2,29313F-HRTimeline
CATHY PARETO & ASSOCIATES, INC22,255$886K0.73%-26,64613F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC20,985$868K0.28%-6713F-HRTimeline
Endowment Wealth Management, Inc.21,490$856K0.44%+5,42813F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…21,482$855K0.07%-3,12713F-HRTimeline
Comprehensive Financial Consultants Ins…21,374$851K0.28%-1,61213F-HRTimeline
First Heartland Consultants, Inc.20,892$832K0.07%-12,61113F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC20,760$827K0.08%-1,96513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/20,395$812K<0.01%+2,97313F-HRTimelineGroup
LAKE STREET PRIVATE WEALTH, LLC19,834$790K0.11%+23013F-HRTimeline
Tradition Wealth Management, LLC19,374$771K0.06%-136,01913F-HRTimeline
MGO ONE SEVEN LLC19,277$768K0.02%+2,53413F-HRTimeline
WEST BANCORPORATION INC19,230$766K0.48%-30,20013F-HRTimeline
Allworth Financial LP18,430$734K<0.01%-6,44413F-HRTimeline
Financial Partners Group, Inc18,127$722K0.1%-5,05713F-HRTimeline
Ashton Thomas Private Wealth, LLC17,972$716K0.03%+41313F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC17,941$714K0.58%+1,12613F-HRTimeline
HICKORY ASSET MANAGEMENT, INC.17,918$713K0.59%-4,04013F-HRTimeline
E&G Advisors, LLC17,823$710K0.18%-11013F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI17,225$686K0.11%-35013F-HRTimeline
Trilogy Capital Inc.17,105$681K0.03%-3,37313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP16,956$675K<0.01%-8,82113F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC16,871$672K0.08%+4,96513F-HRTimeline
Teamwork Financial Advisors, LLC16,458$655K0.08%-36,92013F-HRTimeline
MONECO ADVISORS, LLC16,182$644K0.06%-76,63413F-HRTimeline
Platform Technology Partners16,100$641K0.17%+6,40013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC15,991$637K0.01%-25,33113F-HRTimelineGroup
Millstone Evans Group, LLC15,939$635K0.43%+513F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…15,778$628K0.03%-10,65713F-HRTimelineGroup
SYNOVUS FINANCIAL CORP15,399$613K0.01%-15,82513F-HRTimeline
QTR Family Wealth, LLC15,377$612K0.38%-1,09813F-HRTimeline
Capital Advisors, Ltd. LLC15,294$609K0.08%-2,98713F-HRTimeline
NewEdge Wealth, LLC15,092$605K0.01%-9,30913F-HRTimeline
Valmark Advisers, Inc.15,118$602K0.01%-50,19013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV15,058$600K0.04%-2,97913F-HRTimeline
BigSur Wealth Management LLC14,930$594K0.15%-51013F-HRTimeline
Global Assets Advisory, LLC14,217$579K0.23%-44,28413F-HRTimeline
LaSalle St. Investment Advisors, LLC14,236$566K0.16%+513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC14,066$560K0.01%-4,70513F-HRTimelineGroup
City Center Advisors, LLC13,869$552K0.59%+1,85713F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.13,862$552K0.02%-11,57413F-HRTimeline
Snowden Capital Advisors LLC13,564$540K0.02%+4613F-HRTimeline
Northeast Financial Consultants Inc13,527$539K0.02%-11,84013F-HRTimeline
Nautilus Advisors LLC13,440$535K0.39%+40613F-HRTimeline
Conservest Capital Advisors, Inc.13,430$535K0.05%-163,27213F-HRTimeline
Apexium Financial, LP12,875$513K0.03%-10,16413F-HRTimeline