Skip to content

CALF PACER FDS TR

Follow

US SMALL CAP CAS (fund)

Filings received so far for Q3 2026: 21 13F filers report a position in CALF shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
First Heartland Consultants, Inc.16,554$882K0.06%+2813F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC15,510$826K0.53%-1,85213F-HRTimeline
City Center Advisors, LLC14,127$753K0.58%-1,13713F-HRTimeline
Wealth Group Ltd13,898$748K0.14%-4,95713F-HRTimeline
Nautilus Advisors LLC9,101$485K0.29%+3013F-HRTimeline
Farther Finance Advisors, LLC7,928$422K<0.01%+22113F-HRTimeline
TrueWealth Advisors, LLC7,414$395K0.09%+613F-HRTimeline
Balefire, LLC6,152$328K0.05%-4613F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC5,487$295K0.04%-35113F-HRTimeline
Weaver Consulting Group5,486$292K0.06%013F-HRTimeline
Avidian Wealth Enterprises, LLC5,145$274K0.01%+48913F-HRTimeline
Sound Income Strategies, LLC4,705$258K0.01%new13F-HRTimeline
Vann Equity Management LLC4,528$241K0.14%+8213F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.4,315$230K0.04%-8613F-HRTimeline
CX Institutional4,033$215K0.01%+4,02313F-HRTimeline
Post Resch Tallon Group Inc.4,025$214K0.15%013F-HRTimeline
Central Pacific Bank - Trust Division3,800$202K0.02%013F-HRTimeline
Planning Strategies Inc.2,359$126K0.07%-15613F-HRTimeline
Coastline Trust Co725$38.6K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Trust Co26$1.39K<0.01%013F-HRTimeline
Go Invest LLC23$1.23K<0.01%-213F-HRTimeline