Skip to content
Disclosery

CALF PACER FDS TR

Follow

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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/13,321,455$583M0.04%-2,004,09313F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY5,243,225$230M0.01%-535,23713F-HR/ATimelineGroup
LPL Financial LLC3,913,836$171M0.05%-555,53213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,745,694$120M0.04%-361,73113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,331,416$102M0.02%-466,09513F-HRTimelineGroup
Cetera Investment Advisers2,132,876$93.4M0.11%+613,42213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,722,851$75.4M0.05%-591,88313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,338,295$58.6M-391,545Timeline
UBS Group AGin group UBS Group AG1,325,126$58M0.01%-492,53713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,180,986$51.4M0.07%-40,34713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,115,615$48.8M0.01%-81,90413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC851,233$37.3M0.05%-202,66113F-HRTimeline
Cambridge Investment Research Advisors,…838,284$36.7M0.1%-192,67813F-HRTimeline
HHM Wealth Advisors, LLC790,745$34.6M4%-28,58113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP784,053$34.6M0.02%+49,63813F-HRTimelineGroup
MML INVESTORS SERVICES, LLC567,011$24.8M0.07%-383,58413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC559,130$24.5M0.01%-229,25513F-HRTimelineGroup
D.A. DAVIDSON & CO.532,314$23.3M0.15%+186,92513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.494,861$21.7M0.03%-21,48313F-HRTimelineGroup
Janney Montgomery Scott LLC462,343$20.2M0.05%-25,20813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding449,887$19.7M-225,753Timeline
Modern Wealth Management, LLC413,065$18.1M0.36%-57,58413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…412,546$18.1M0.04%+49,25913F-HRTimelineGroup
Compass Advisory Group LLC408,326$17.9M5.02%+10,58613F-HRTimeline
Pacer Advisors, Inc.406,503$17.8M0.05%-31,12813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…404,846$17.6M0.03%-51,37613F-HRTimeline
Cornerstone Wealth Management, LLC395,133$17.3M0.96%+28,11313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP395,016$17.3M0.02%-185,76913F-HRTimelineGroup
Steward Partners Investment Advisory, L…291,284$12.8M0.07%+3,90413F-HRTimeline
HighTower Advisors, LLC261,907$11.5M0.01%-51,00113F-HRTimeline
Procyon Advisors, LLC253,915$11.1M0.66%-3,30213F-HRTimeline
BlueStem Wealth Partners, LLC238,790$10.5M1.2%-35,39413F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.238,585$10.4M1.28%-50,48013F-HRTimeline
Fearless Solutions, LLC dba Best Invest237,326$10.4M6.66%-2,80813F-HRTimeline
Family Manage LLC223,075$9.77M1.35%-58,65913F-HRTimeline
Mariner, LLCin group Mariner, LLC204,171$8.94M0.01%-74,11313F-HRTimelineGroup
Bleakley Financial Group, LLC192,553$8.43M0.2%+23,16813F-HRTimeline
Long Island Wealth Management, Inc.179,775$7.87M3.83%-1,28113F-HRTimeline
PSI Advisors, LLC174,352$7.63M1.97%new13F-HRTimeline
NewEdge Advisors, LLC167,825$7.35M0.03%-142,30913F-HRTimeline
&PARTNERS154,912$6.78M0.04%-20,73013F-HRTimeline
Private Advisor Group, LLC152,449$6.67M0.03%-103,38813F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding126,837$5.55M+3,153Timeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.125,955$5.51M0.04%-18,68513F-HRTimelineGroup
Sanctuary Advisors, LLC124,074$5.43M0.03%-16,87213F-HR/ATimeline
PFG Advisors114,427$5.01M0.21%+2,13213F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV113,417$4.97M0.31%+1,92713F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …108,433$4.75M0.06%-10,60913F-HRTimelineGroup
Clarus Wealth Advisors106,010$4.69M2.07%-1,80013F-HRTimeline
GTS SECURITIES LLC104,022$4.55M0.17%-99,43913F-HRTimeline
Ausdal Financial Partners, Inc.103,828$4.55M0.22%+4,56813F-HRTimeline
INSTRUMENTAL WEALTH, LLC104,305$4.51M3.17%-4,45713F-HRTimeline
Carter Financial Group, INC.101,934$4.46M2.7%+4,81013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC97,826$4.28M<0.01%-11,16413F-HRTimelineGroup
J.W. COLE ADVISORS, INC.96,967$4.25M0.08%-30,01613F-HRTimeline
Certified Advisory Corp94,729$4.15M0.39%-10,08113F-HRTimeline
Wealth Group Ltd93,901$4.11M0.95%-87,13713F-HRTimeline
Summit Financial, LLC93,492$4.09M0.06%new13F-HRTimeline
Inlight Wealth Management, LLC88,609$3.88M1.82%-9,60813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…87,149$3.82M0.15%-72413F-HRTimelineGroup
HUB Investment Partners, LLC86,922$3.81M0.14%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP81,355$3.56M0.01%new13F-HRTimelineGroup
Clay Northam Wealth Management, LLC81,344$3.56M2.03%+1,18013F-HRTimeline
Bright Futures Wealth Management, LLC.80,984$3.55M2.77%13F-HRTimeline
Keystone Financial Services, LLC80,608$3.53M2.47%+2,97813F-HRTimeline
Econ Financial Services Corp79,811$3.49M1.74%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/74,774$3.27M<0.01%+2,62813F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.74,745$3.27M0.15%+15013F-HRTimeline
COZAD ASSET MANAGEMENT INC71,769$3.14M0.25%-4,16913F-HRTimeline
Atlas Wealth LLC71,458$3.13M1.01%-43813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC71,201$3.12M0.07%-18,69013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC69,366$3.04M0.02%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…68,609$3M0.05%-2,84513F-HRTimelineGroup
Investor's Fiduciary Advisor Network, L…68,217$2.99M1.01%+85013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS67,785$2.97M0.01%-96113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …67,095$2.94M0.06%-2,38513F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.66,976$2.93M0.14%-28,15313F-HRTimeline
Anson Capital, Inc.64,840$2.84M2.13%+1,08713F-HRTimeline
MONEYWISE, INC.63,391$2.78M1.26%-2,93513F-HRTimeline
IHT Wealth Management, LLC62,982$2.76M0.07%-74,94713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC62,970$2.76M0.03%-3,52213F-HRTimelineGroup
Ellis Investment Partners, LLC62,064$2.72M0.49%+3,05913F-HRTimeline
Premier Path Wealth Partners, LLC60,632$2.65M0.34%+2,30013F-HRTimeline
First PREMIER Bank59,397$2.6M0.59%+36013F-HRTimeline
U.S. Capital Wealth Advisors, LLC58,753$2.57M0.07%-7,99713F-HRTimeline
Copia Wealth Management57,151$2.5M1.86%-1,65813F-HRTimeline
ONE PLUS ONE WEALTH MANAGEMENT, LLC57,110$2.5M1.22%-10,15913F-HRTimeline
National Wealth Management Group, LLC55,952$2.45M0.92%-6,43313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC55,102$2.41M<0.01%-10,09513F-HRTimelineGroup
BARRETT & COMPANY, INC.54,584$2.39M0.82%+1,88513F-HRTimeline
Geneos Wealth Management Inc.52,948$2.32M0.06%-8,90513F-HRTimeline
Prospera Financial Services Inc52,084$2.28M0.04%-16,89813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…51,178$2.24M<0.01%-7,97613F-HRTimelineGroup
VERUS CAPITAL PARTNERS, LLC50,774$2.22M0.17%+16,31313F-HR/ATimeline
TRUSTMARK BANK TRUST DEPARTMENT50,454$2.21M0.14%-31,21613F-HRTimeline
Smart Portfolios, LLC50,183$2.2M2.12%-27213F-HRTimeline
DAVENPORT & Co LLC49,683$2.18M0.01%+8,08413F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC48,963$2.14M0.45%-1,04113F-HRTimeline
Firestone Capital Management48,081$2.1M0.45%-6,55413F-HRTimeline
BCS Wealth Management46,520$2.04M0.46%-2,43113F-HRTimeline
KPP Advisory Services LLC46,332$2.03M0.3%-138,71813F-HRTimeline
Sigma Planning Corp45,891$2.01M0.06%-6,20813F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC45,074$1.97M0.98%+1,35913F-HRTimeline
ETF Store, Inc.44,437$1.95M2.06%+2,20413F-HRTimeline
Chicago Partners Investment Group LLC44,158$1.94M0.05%-2,06313F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC44,024$1.93M0.31%-3,49113F-HRTimeline
Visionary Wealth Advisors43,092$1.89M0.09%+4,00613F-HRTimeline
Claro Advisors Inc.43,029$1.88M0.27%-1,81613F-HRTimeline
Plan Group Financial, LLC42,216$1.85M0.5%-19,63913F-HRTimeline
WNY Asset Management, LLC41,186$1.8M0.17%+1,86513F-HRTimeline
Moors & Cabot, Inc.40,790$1.79M0.08%-15,10613F-HRTimeline
Advisory Services Network, LLC39,646$1.74M0.03%-16,17813F-HRTimeline
JBR Co Financial Management Inc39,601$1.73M0.73%-70813F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…38,648$1.69M0.05%-33,25113F-HRTimelineGroup
Global Retirement Partners, LLC38,559$1.69M0.04%+1,43513F-HRTimeline
Bedel Financial Consulting, Inc.38,415$1.68M0.21%-88713F-HRTimeline
Gotham Asset Management, LLC37,124$1.63M0.01%013F-HRTimeline
Integrated Wealth Concepts LLC36,704$1.61M0.01%-10,98613F-HRTimeline
IFP Advisors, Inc34,659$1.52M0.04%-44,41413F-HR/ATimeline
HARBOUR INVESTMENTS, INC.34,659$1.52M0.03%-14,12713F-HRTimeline
COMERICA BANK34,563$1.51M0.01%-3,09413F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd34,317$1.5M0.08%new13F-HRTimelineGroup
Kingsview Wealth Management, LLC32,828$1.44M0.02%-17,43813F-HRTimeline
Garden State Investment Advisory Servic…32,215$1.41M0.36%-8,30813F-HRTimeline
Sylvest Advisors, LLC31,639$1.39M0.74%-9413F-HRTimeline
TWO SIGMA SECURITIES, LLC27,460$1.2M0.18%+10,58913F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT27,174$1.19M0.38%+2,03013F-HRTimeline
Endowment Wealth Management, Inc.27,034$1.18M0.54%+5,54413F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC26,583$1.17M0.19%-27,24413F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC26,198$1.15M<0.01%-1813F-HRTimelineGroup
Cushing Capital Partners, LLC25,886$1.13M0.89%+1,89113F-HRTimeline
Evolution Wealth Advisors, LLC25,877$1.13M0.15%-1,50013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…25,763$1.13M0.02%-61913F-HRTimelineGroup
Lodestone Wealth Management LLC25,676$1.12M0.51%+95113F-HRTimeline
Inscription Capital, LLC25,675$1.12M0.12%-27,17913F-HRTimeline
Western Wealth Management, LLC25,387$1.11M0.06%-3,50313F-HRTimeline
Glen Eagle Advisors, LLC24,849$1.09M0.15%-1,06013F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT23,856$1.04M0.12%-1,20113F-HRTimeline
Forefront Wealth Partners, LLC23,582$1.03M0.26%new13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC23,467$1.03M0.07%-6,93913F-HRTimeline
NVWM, LLC23,003$1.01M0.23%+16513F-HRTimeline
BLAIR WILLIAM & CO/IL22,896$1M<0.01%-15,34613F-HRTimeline
Goldstone Financial Group, LLC22,179$971K0.11%-6513F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC20,665$905K0.31%-32013F-HRTimeline
CMC Financial Group20,523$899K1.66%-8,21313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…21,482$876K0.07%013F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC19,924$872K0.11%+9013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP19,712$863K<0.01%+2,75613F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC19,608$858K0.03%+13,26613F-HRTimelineGroup
Beacon Pointe Advisors, LLC19,176$840K0.01%new13F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC19,107$837K0.07%new13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…18,800$823K0.03%+13,77613F-HRTimelineGroup
Paragon Private Wealth Management, LLC18,763$821K0.27%-11,83513F-HRTimeline
WEST BANCORPORATION INC18,480$809K0.45%-75013F-HRTimeline
Ashton Thomas Private Wealth, LLC18,459$808K0.02%+48713F-HRTimeline
First Heartland Consultants, Inc.18,389$805K0.06%-2,50313F-HRTimeline
Valmark Advisers, Inc.18,351$803K0.01%+3,23313F-HRTimeline
Allworth Financial LP18,111$793K<0.01%-31913F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP17,863$782K<0.01%+9,95613F-HRTimelineGroup
Financial Advocates Investment Manageme…17,700$775K0.44%-27,85713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC17,665$773K<0.01%-9,27913F-HRTimelineGroup
WINEBRENNER CAPITAL MANAGEMENT LLC17,636$772K0.56%-30513F-HRTimeline
E&G Advisors, LLC17,303$758K0.18%-52013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/17,052$747K<0.01%-3,34313F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC16,000$700K<0.01%new13F-HRTimelineGroup
Millstone Evans Group, LLC15,605$683K0.43%-33413F-HRTimeline
Financial Partners Group, Inc15,430$676K0.08%-2,69713F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV15,170$664K0.04%+11213F-HRTimeline
BlueChip Wealth Advisors LLC15,161$664K0.28%-7,28313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC14,941$654K0.01%-1,05013F-HRTimelineGroup
BigSur Wealth Management LLC14,930$654K0.16%013F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI14,890$652K0.1%-2,33513F-HRTimeline
City Center Advisors, LLC14,611$640K0.62%+74213F-HRTimeline
SYNOVUS FINANCIAL CORP14,589$639K0.01%-81013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…14,201$622K0.11%new13F-HRTimeline
LaSalle St. Investment Advisors, LLC14,167$620K0.11%-6913F-HRTimeline
Trilogy Capital Inc.13,849$606K0.03%-3,25613F-HRTimeline
Global Assets Advisory, LLC13,777$603K0.18%-44013F-HRTimeline
Fortitude Financial, LLC3,168$591K0.49%+24213F-HRTimeline
TrueWealth Advisors, LLC13,439$588K0.16%+75913F-HRTimeline
Nautilus Advisors LLC13,362$585K0.39%-7813F-HRTimeline
Glass Jacobson Investment Advisors llc13,294$582K0.21%+1,09713F-HRTimeline
Perigon Wealth Management, LLC13,293$582K0.01%+3,63013F-HRTimeline
Tradition Wealth Management, LLC13,286$582K0.04%-6,08813F-HRTimeline
Y-Intercept (Hong Kong) Ltd13,256$580K0.01%+63313F-HRTimeline
Savvy Advisors, Inc.13,123$575K0.03%+62213F-HRTimeline
Snowden Capital Advisors LLC12,824$561K0.02%-74013F-HRTimeline
Unified Investment Management12,611$552K0.55%+70413F-HRTimeline
World Investment Advisors12,580$551K0.01%-20,53513F-HRTimeline
HAZLETT, BURT & WATSON, INC.12,423$547K0.19%+7613F-HRTimeline
Tripletail Wealth Management, LLC12,079$532K0.63%-43113F-HRTimeline
FLOW TRADERS U.S. LLC12,052$528K0.02%-12,30113F-HRTimeline
NewEdge Wealth, LLC11,687$504K0.01%-3,40513F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP11,500$503K<0.01%new13F-HRTimelineGroup
Whitaker-Myers Wealth Managers, LTD.11,437$501K0.11%-24213F-HRTimeline
Capital Advisors, Ltd. LLC11,307$495K0.06%-3,98713F-HRTimeline
Orion Porfolio Solutions, LLC11,269$493K<0.01%-23,84113F-HRTimeline
Apexium Financial, LP11,185$490K0.02%-1,69013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED11,129$487K0.04%-1,70713F-HRTimeline
MGO ONE SEVEN LLC11,094$486K0.01%-8,18313F-HRTimeline