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Disclosery

HERD PACER FDS TR

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CASH COWS ETF (fund)

38 managers (39 13F filers) reported a position in HERD shares at 2024-12-31, 1,687,286 shares in all. 5 filers opened a position and 7 filers sold out during the quarter.

Managers
38
13F filers
39
New
5
Added
17
Reduced
9
Sold out
7
Shares held by filers
1,687,286

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Cetera Investment Advisers435,767$16.5M0.03%+274,01713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC202,897$7.69M<0.01%+6,61813F-HRTimelineGroup
LPL Financial LLC202,712$7.68M<0.01%+1,93913F-HRTimeline
Advisory Resource Group195,456$7.41M1.57%-24,65513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC99,096$3.76M0.01%-3,94513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…80,581$3.05M0.01%+7,68013F-HRTimelineGroup
Capital Investment Advisory Services, L…68,511$2.6M0.25%+2,51713F-HRTimeline
Centric Wealth Management60,562$2.3M0.62%+2,82813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.53,307$2.02M<0.01%-78,18613F-HR/ATimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC48,815$1.85M0.17%+6,82813F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …28,242$1.07M0.01%+2,81913F-HRTimelineGroup
Aveo Capital Partners, LLC27,315$1.04M0.11%-48,96113F-HRTimeline
WORLD EQUITY GROUP, INC.26,304$997K0.21%+16,48513F-HRTimeline
D.A. DAVIDSON & CO.25,995$985K0.01%+4,59013F-HRTimeline
Cambridge Investment Research Advisors,…24,013$910K<0.01%-6,78013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding23,616$895K+1,259Timeline
AVANTAX ADVISORY SERVICES, INC.21,843$828K0.01%+1,71013F-HRTimeline
COZAD ASSET MANAGEMENT INC8,070$306K0.03%013F-HRTimeline
Obermeyer Wealth Partners7,886$299K0.02%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…7,836$297K<0.01%new13F-HR/ATimeline
Belpointe Asset Management LLC6,900$272K0.02%013F-HRTimeline
MML INVESTORS SERVICES, LLC6,514$247K<0.01%+1,09113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC6,381$242K<0.01%new13F-HRTimelineGroup
HighTower Advisors, LLC6,253$237K<0.01%-149,08813F-HRTimeline
Geneos Wealth Management Inc.4,005$152K0.01%+73013F-HRTimeline
First Command Advisory Services, Inc.2,314$87.7K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,828$69.3K<0.01%+32513F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV1,460$55.3K<0.01%-20013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,000$37.9K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.812$30.8K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA413$16K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…200$7.58K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG172$6.52K<0.01%-23513F-HRTimelineGroup
FMR LLCin group FMR LLC124$4.71K<0.01%-5513F-HRTimelineGroup
Allworth Financial LP44$1.72K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY41$1.58K<0.01%013F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$26<0.01%+113F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.