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Disclosery

HERD PACER FDS TR

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CASH COWS ETF (fund)

44 managers (44 13F filers) reported a position in HERD shares at 2026-06-30, 1,755,784 shares in all. 5 filers opened a position and 2 filers sold out during the quarter.

Managers
44
13F filers
44
New
5
Added
16
Reduced
12
Sold out
2
Shares held by filers
1,755,784

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…308,463$14.5M0.02%+6,77613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC253,888$11.9M<0.01%+7,37813F-HRTimelineGroup
LPL Financial LLC226,513$10.7M<0.01%+9,13113F-HRTimeline
Cetera Investment Advisers213,890$10.1M0.01%+2,80113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC142,147$6.69M<0.01%+49,28813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.114,492$5.39M0.01%+9,16413F-HRTimelineGroup
Clear Creek Financial Management, LLC81,998$3.86M0.25%+4,69613F-HRTimeline
Centric Wealth Management64,907$3.06M0.48%013F-HRTimeline
D.A. DAVIDSON & CO.64,198$3.02M0.02%+2,41813F-HRTimeline
Advisory Resource Group38,599$1.82M0.27%-81413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC35,467$1.67M<0.01%-8,13413F-HRTimelineGroup
Snowden Capital Advisors LLC18,484$870K0.02%+5,44213F-HRTimeline
Cambridge Investment Research Advisors,…17,795$838K<0.01%-1,26313F-HR/ATimeline
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …16,452$774K0.01%-75213F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC14,473$681K<0.01%new13F-HRTimelineGroup
Obermeyer Wealth Partners13,817$650K0.03%-10613F-HRTimeline
Convergence Financial, LLC13,476$634K0.05%+6,73813F-HRTimeline
WORLD EQUITY GROUP, INC.11,064$521K0.12%+21813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC10,285$484K<0.01%-7513F-HRTimelineGroup
Geneos Wealth Management Inc.9,042$426K0.01%+4,22013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…8,770$421K<0.01%013F-HRTimeline
Mariner, LLCin group Mariner, LLC8,246$388K<0.01%-15013F-HRTimelineGroup
COZAD ASSET MANAGEMENT INC8,103$381K0.02%013F-HRTimeline
MML INVESTORS SERVICES, LLC8,095$381K<0.01%+113F-HRTimeline
BNB Wealth Management, LLC7,607$358K0.2%+113F-HRTimeline
Ausdal Financial Partners, Inc.5,620$265K0.01%+19013F-HRTimeline
Belpointe Asset Management LLC5,500$259K0.01%-60013F-HRTimeline
McCartney Wealth Management LLC4,805$226K0.17%013F-HRTimeline
Capital Investment Advisory Services, L…4,335$204K0.01%-50713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC4,272$201K<0.01%-21313F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…3,425$161K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC2,795$132K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,774$131K0.01%013F-HRTimeline
Founders Financial Alliance, LLC2,640$124K0.02%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,300$108K<0.01%-1,63113F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,803$84.9K<0.01%+94013F-HRTimeline
First Command Advisory Services, Inc.1,314$61.8K<0.01%013F-HRTimeline
Innovative Asset Advisors Group, LLC949$44.7K0.02%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP912$43.2K<0.01%new13F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…700$33K<0.01%013F-HRTimeline
NewEdge Advisors, LLC509$24K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY435$20.5K<0.01%-113F-HRTimelineGroup
LANARK FINANCIAL, INC.425$20K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$14<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.