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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/11,863,750$526M0.04%-1,457,70513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY4,794,585$213M0.01%-448,64013F-HR/ATimelineGroup
LPL Financial LLC3,566,757$158M0.04%-347,07913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,316,267$103M0.03%-429,42713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,252,621$99.9M0.02%-78,79513F-HRTimelineGroup
Cetera Investment Advisers1,923,080$85.3M0.09%-209,79613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,596,474$70.8M0.04%-126,37713F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG1,215,187$53.9M0.01%-109,93913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,101,484$48.9M-236,811Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA961,227$42.6M0.01%-154,38813F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP777,998$34.5M0.02%-6,05513F-HRTimelineGroup
HHM Wealth Advisors, LLC758,980$33.7M3.97%-31,76513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.755,071$33.5M0.05%-425,91513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC751,751$33.4M0.04%-99,48213F-HRTimeline
Cambridge Investment Research Advisors,…729,314$32.4M0.09%-108,97013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…610,219$27.1M0.05%+197,67313F-HR/ATimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP588,100$26.1M0.04%+576,60013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC541,033$24M0.06%-25,97813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding537,861$23.9M+87,974Timeline
D.A. DAVIDSON & CO.491,663$21.8M0.13%-40,65113F-HRTimeline
Janney Montgomery Scott LLC449,646$20M0.05%-12,69713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC426,644$18.9M<0.01%-132,48613F-HRTimelineGroup
Compass Advisory Group LLC410,134$18.3M4.95%+1,80813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.405,852$18M0.03%-89,00913F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP386,982$17.2M0.02%-8,03413F-HRTimelineGroup
Pacer Advisors, Inc.374,785$16.6M0.04%-31,71813F-HR/ATimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…362,301$16.5M0.02%-42,54513F-HRTimeline
BlueStem Wealth Partners, LLC345,837$15.3M1.69%+107,04713F-HRTimeline
Steward Partners Investment Advisory, L…291,341$12.9M0.07%+5713F-HRTimeline
Modern Wealth Management, LLC276,992$12.3M0.22%-136,07313F-HRTimeline
HighTower Advisors, LLC254,256$11.3M0.01%-7,65113F-HRTimeline
Procyon Advisors, LLC236,026$10.5M0.52%-17,88913F-HRTimeline
Fearless Solutions, LLC dba Best Invest232,552$10.3M6.25%-4,77413F-HRTimeline
Cornerstone Wealth Management, LLC229,298$10.2M0.53%-165,83513F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.210,377$9.33M1.09%-28,20813F-HRTimeline
NewEdge Advisors, LLC197,748$8.77M0.03%+29,92313F-HRTimeline
Mariner, LLCin group Mariner, LLC187,084$8.3M0.01%-17,08713F-HRTimelineGroup
Long Island Wealth Management, Inc.181,519$8.05M3.81%+1,74413F-HRTimeline
PSI Advisors, LLC170,541$7.62M1.92%-3,81113F-HRTimeline
Family Manage LLC139,879$6.21M0.78%-83,19613F-HRTimeline
&PARTNERS128,714$5.71M0.03%-26,19813F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV118,152$5.24M0.28%+4,73513F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding117,523$5.21M-9,314Timeline
Sanctuary Advisors, LLC115,306$5.12M0.03%-8,76813F-HRTimeline
Clarus Wealth Advisors106,079$4.84M2.01%+6913F-HRTimeline
Private Advisor Group, LLC107,635$4.78M0.02%-44,81413F-HRTimeline
Carter Financial Group, INC.106,498$4.76M2.82%+4,56413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.105,289$4.67M0.03%-20,66613F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …104,037$4.62M0.07%-4,39613F-HRTimelineGroup
Ausdal Financial Partners, Inc.98,203$4.36M0.2%-5,62513F-HRTimeline
BCS Wealth Management97,680$4.33M0.44%+51,16013F-HRTimeline
Econ Financial Services Corp90,086$4M2%+10,27513F-HRTimeline
Summit Financial, LLC88,713$3.97M0.06%-4,77913F-HRTimeline
J.W. COLE ADVISORS, INC.87,941$3.87M0.09%-9,02613F-HRTimeline
Certified Advisory Corp82,846$3.68M0.33%-11,88313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…82,305$3.65M0.13%-4,84413F-HRTimelineGroup
Keystone Financial Services, LLC82,220$3.65M2.48%+1,61213F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/78,736$3.49M<0.01%+3,96213F-HRTimelineGroup
Inlight Wealth Management, LLC78,005$3.46M1.27%-10,60413F-HRTimeline
CENTAURUS FINANCIAL, INC.77,063$3.42M0.16%+2,31813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC75,350$3.34M0.07%+4,14913F-HRTimeline
Clay Northam Wealth Management, LLC74,245$3.29M1.83%-7,09913F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …73,619$3.27M0.06%+6,52413F-HRTimelineGroup
Atlas Wealth LLC71,272$3.16M0.96%-18613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC69,417$3.08M<0.01%+14,31513F-HR/ATimelineGroup
INTEGRITY ALLIANCE, LLC.68,496$3.04M0.11%+1,52013F-HRTimeline
COZAD ASSET MANAGEMENT INC66,470$2.95M0.23%-5,29913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…66,210$2.94M0.03%-2,39913F-HRTimelineGroup
VERUS CAPITAL PARTNERS, LLC64,312$2.85M0.19%+13,53813F-HR/ATimeline
Investor's Fiduciary Advisor Network, L…62,269$2.76M0.59%-5,94813F-HRTimeline
Ellis Investment Partners, LLC61,556$2.73M0.48%-50813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS61,384$2.72M0.01%-6,40113F-HRTimeline
Anson Capital, Inc.60,669$2.69M1.96%-4,17113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC59,739$2.65M<0.01%-38,08713F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC58,421$2.59M0.02%-10,94513F-HRTimeline
Premier Path Wealth Partners, LLC56,507$2.51M0.32%-4,12513F-HRTimeline
IHT Wealth Management, LLC54,804$2.43M0.06%-8,17813F-HRTimeline
Geneos Wealth Management Inc.52,060$2.31M0.06%-88813F-HRTimeline
Copia Wealth Management51,971$2.31M1.65%-5,18013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP51,777$2.3M<0.01%-29,57813F-HR/ATimelineGroup
BARRETT & COMPANY, INC.51,519$2.29M0.76%-3,06513F-HRTimeline
First PREMIER Bank49,500$2.2M0.5%-9,89713F-HRTimeline
Prospera Financial Services Inc48,893$2.17M0.04%-3,19113F-HRTimeline
U.S. Capital Wealth Advisors, LLC48,774$2.16M0.06%-9,97913F-HRTimeline
Cassady Wealth & Retirement Planning, L…47,881$2.12M1.39%13F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT47,533$2.11M0.13%-2,92113F-HRTimeline
DAVENPORT & Co LLC47,362$2.1M0.01%-2,32113F-HRTimeline
ETF Store, Inc.46,218$2.05M2.09%+1,78113F-HRTimeline
Gotham Asset Management, LLC46,089$2.04M0.01%+8,96513F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC45,928$2.04M1.02%+85413F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC44,971$2.01M0.39%-3,99213F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC43,443$1.93M0.02%-19,52713F-HRTimelineGroup
Sigma Planning Corp43,416$1.93M0.05%-2,47513F-HRTimeline
Claro Advisors Inc.42,135$1.87M0.25%-89413F-HRTimeline
Bleakley Financial Group, LLC41,653$1.85M0.03%-150,90013F-HRTimeline
Visionary Wealth Advisors41,506$1.84M0.08%-1,58613F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC39,176$1.83M0.26%-4,84813F-HRTimeline
Chicago Partners Investment Group LLC39,665$1.8M0.04%-4,49313F-HRTimeline
NORTHBRIDGE FINANCIAL GROUP, LLC39,591$1.76M0.79%13F-HRTimeline
Moors & Cabot, Inc.38,991$1.73M0.07%-1,79913F-HRTimeline
PFG Advisors38,816$1.72M0.08%-75,61113F-HRTimeline
Bedel Financial Consulting, Inc.38,290$1.7M0.18%-12513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…38,157$1.69M0.04%-49113F-HRTimelineGroup
Integrated Wealth Concepts LLC38,020$1.69M0.02%+1,31613F-HRTimeline
KPP Advisory Services LLC37,109$1.65M0.24%-9,22313F-HRTimeline
Smart Portfolios, LLC36,882$1.64M1.63%-13,30113F-HRTimeline
Kingsview Wealth Management, LLC36,584$1.62M0.02%+3,75613F-HRTimeline
Firestone Capital Management36,259$1.61M0.34%-11,82213F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC36,226$1.61M0.27%13F-HRTimeline
JBR Co Financial Management Inc35,987$1.6M0.67%-3,61413F-HRTimeline
Global Retirement Partners, LLC35,565$1.58M0.03%-2,99413F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…35,396$1.57M0.05%+16,59613F-HRTimelineGroup
Western Wealth Management, LLC34,673$1.54M0.07%+9,28613F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC34,214$1.52M0.21%+24,76613F-HRTimeline
Endowment Wealth Management, Inc.31,700$1.41M0.65%+4,66613F-HRTimeline
Signature Equity Partners, LLC31,329$1.39M0.77%13F-HRTimeline
MONEYWISE, INC.31,082$1.38M0.57%-32,30913F-HRTimeline
Wealth Group Ltd30,851$1.37M0.31%-63,05013F-HRTimeline
FLOW TRADERS U.S. LLC30,817$1.37M0.04%+18,76513F-HRTimeline
Plan Group Financial, LLC30,305$1.34M0.35%-11,91113F-HRTimeline
HARBOUR INVESTMENTS, INC.29,406$1.3M0.03%-5,25313F-HRTimeline
Forefront Wealth Partners, LLC29,266$1.3M0.61%+5,68413F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT27,513$1.22M0.38%+33913F-HRTimeline
Inscription Capital, LLC25,975$1.15M0.12%+30013F-HRTimeline
Advisory Services Network, LLC25,428$1.13M0.02%-14,21813F-HRTimeline
Lodestone Wealth Management LLC24,960$1.11M0.45%-71613F-HRTimeline
Evolution Wealth Advisors, LLC24,817$1.1M0.11%-1,06013F-HRTimeline
IFP Advisors, Inc24,218$1.07M0.02%-10,44113F-HRTimeline
Cushing Capital Partners, LLC23,879$1.06M0.78%-2,00713F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…22,581$1M0.02%-3,18213F-HRTimelineGroup
BLAIR WILLIAM & CO/IL22,409$994K<0.01%-48713F-HRTimeline
BlueChip Wealth Advisors LLC22,319$990K0.42%+7,15813F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC22,312$990K0.08%-1,15513F-HRTimeline
HighPoint Advisor Group LLC22,298$989K0.02%new13F-HRTimeline
Valmark Advisers, Inc.22,217$986K0.01%+3,86613F-HRTimeline
Independent Advisor Alliance21,735$964K0.02%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC21,732$964K0.01%+6,79113F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP21,475$955K<0.01%+1,76313F-HRTimelineGroup
Goldstone Financial Group, LLC21,387$949K0.11%-79213F-HRTimeline
Glen Eagle Advisors, LLC21,334$947K0.13%-3,51513F-HRTimeline
CARLSON FINANCIAL, INC.21,327$946K0.55%13F-HRTimeline
Fortune Financial Group, Inc.18,846$930K0.91%13F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT20,862$926K0.1%-2,99413F-HRTimeline
Perigon Wealth Management, LLC20,700$918K0.02%+7,40713F-HRTimeline
CMC Financial Group20,508$910K1.62%-1513F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC20,441$907K0.11%+51713F-HRTimeline
Garden State Investment Advisory Servic…19,842$880K0.21%-12,37313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC19,815$879K0.02%+20713F-HR/ATimelineGroup
Z3 Capital Partners, LLC19,221$853K0.2%13F-HRTimeline
COMERICA BANK19,120$848K<0.01%-15,44313F-HRTimeline
Beacon Pointe Advisors, LLC18,807$834K0.01%-36913F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC17,826$833K0.24%-2,83913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/18,434$818K<0.01%+1,38213F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC17,882$799K0.02%-57713F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC17,377$771K0.51%-25913F-HRTimeline
Allworth Financial LP16,782$745K<0.01%-1,32913F-HRTimeline
MAI Capital Management16,684$740K<0.01%+16,34813F-HRTimeline
First Heartland Consultants, Inc.16,517$733K0.06%-1,87213F-HRTimeline
E&G Advisors, LLC16,393$727K0.16%-91013F-HRTimeline
Tempo Wealth, LLC16,334$725K0.13%13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…16,146$716K0.05%-5,33613F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.15,876$704K<0.01%new13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV15,278$678K0.04%+10813F-HRTimeline
Paragon Private Wealth Management, LLC15,186$674K0.21%-3,57713F-HRTimeline
City Center Advisors, LLC15,096$670K0.62%+48513F-HRTimeline
Belpointe Asset Management LLC14,657$650K0.02%+6,20613F-HRTimeline
Millstone Evans Group, LLC14,625$649K0.38%-98013F-HRTimeline
BigSur Wealth Management LLC14,443$646K0.16%-48713F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …14,539$645K<0.01%13F-HR/ATimelineGroup
Global Assets Advisory, LLC14,469$642K0.18%+69213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV14,030$623K<0.01%+7,30713F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC14,000$621K0.05%-5,10713F-HRTimeline
TUDOR INVESTMENT CORP ET AL13,496$599K<0.01%+7,64213F-HRTimeline
Orion Porfolio Solutions, LLC13,420$595K<0.01%+2,15113F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC13,392$594K<0.01%-12,80613F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…13,357$593K<0.01%-37,82113F-HRTimelineGroup
Glass Jacobson Investment Advisors llc13,213$586K0.21%-8113F-HRTimeline
HAZLETT, BURT & WATSON, INC.12,835$577K0.18%+41213F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC12,821$574K0.09%-13,76213F-HRTimeline
Snowden Capital Advisors LLC12,813$573K0.01%-1113F-HRTimeline
Unified Investment Management12,721$564K0.57%+11013F-HRTimeline
NewEdge Wealth, LLC12,300$546K0.01%+61313F-HRTimeline
Savvy Advisors, Inc.12,119$538K0.02%-1,00413F-HRTimeline
Tripletail Wealth Management, LLC12,086$536K0.68%+713F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd11,930$529K0.01%-22,38713F-HRTimelineGroup
Capital Advisors, Ltd. LLC11,307$502K0.06%013F-HRTimeline
Y-Intercept (Hong Kong) Ltd11,235$498K0.01%-2,02113F-HRTimeline
CIBC WORLD MARKET INC.11,106$493K<0.01%+55113F-HRTimeline
Clear Creek Financial Management, LLC10,887$483K0.04%+4,72113F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC10,715$475K0.03%-22813F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC10,589$470K0.15%-42013F-HRTimeline
Nautilus Advisors LLC10,586$470K0.31%-2,77613F-HRTimeline
Sloy Dahl & Holst, LLC10,430$463K0.06%-45013F-HRTimeline
Coquina Private Wealth LLC10,396$461K0.37%13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…10,361$460K<0.01%new13F-HRTimelineGroup
Key Financial Inc10,317$458K0.08%+1,93513F-HRTimeline
Spectrum Strategic Capital Management, …10,303$457K0.24%new13F-HRTimeline
MGO ONE SEVEN LLC10,251$455K0.01%-84313F-HRTimeline
TrueWealth Advisors, LLC10,213$453K0.12%-3,22613F-HRTimeline
EP Wealth Advisors, LLC10,075$447K<0.01%13F-HRTimeline