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Disclosery

HERD PACER FDS TR

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CASH COWS ETF (fund)

37 managers (37 13F filers) reported a position in HERD shares at 2025-03-31, 1,605,472 shares in all. 4 filers opened a position and 6 filers sold out during the quarter.

Managers
37
13F filers
37
New
4
Added
12
Reduced
14
Sold out
6
Shares held by filers
1,605,472

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 Advisers399,393$15M0.03%-36,37413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC217,728$8.16M<0.01%+14,83113F-HRTimelineGroup
LPL Financial LLC200,952$7.53M<0.01%-1,76013F-HRTimeline
Advisory Resource Group178,084$6.67M1.36%-17,37213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC89,851$3.37M<0.01%-9,24513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…82,575$3.09M0.01%+1,99413F-HRTimelineGroup
Centric Wealth Management63,329$2.37M0.62%+2,76713F-HRTimeline
Capital Investment Advisory Services, L…59,787$2.24M0.2%-8,72413F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC56,250$2.07M0.18%+7,43513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.48,955$1.83M<0.01%-4,35213F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC30,579$1.15M<0.01%new13F-HRTimelineGroup
D.A. DAVIDSON & CO.29,230$1.09M0.01%+3,23513F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …28,502$1.07M0.01%+26013F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.26,944$1.01M0.01%+5,10113F-HRTimeline
Cambridge Investment Research Advisors,…19,945$747K<0.01%-4,06813F-HRTimeline
WORLD EQUITY GROUP, INC.9,819$393K0.11%-16,48513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding8,644$324K-14,972Timeline
COZAD ASSET MANAGEMENT INC8,076$303K0.03%+613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…7,514$281K<0.01%-32213F-HRTimeline
MML INVESTORS SERVICES, LLC7,303$274K<0.01%+78913F-HRTimeline
Belpointe Asset Management LLC6,900$258K0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG6,144$230K<0.01%+5,97213F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC5,950$223K<0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.4,252$159K<0.01%+24713F-HRTimeline
First Command Advisory Services, Inc.2,314$86.7K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,002$75K<0.01%+17413F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV1,460$54.7K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,000$37.9K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.812$30.4K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.425$15K<0.01%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/378$14.2K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA256$10K<0.01%-15713F-HR/ATimelineGroup
Allworth Financial LP44$1.62K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY40$1.5K<0.01%-113F-HRTimelineGroup
FMR LLCin group FMR LLC35$1.32K<0.01%-8913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$15<0.01%-113F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.