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Disclosery

HERD PACER FDS TR

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CASH COWS ETF (fund)

41 managers (41 13F filers) reported a position in HERD shares at 2025-06-30, 1,546,406 shares in all. 7 filers opened a position and 3 filers sold out during the quarter.

Managers
41
13F filers
41
New
7
Added
13
Reduced
16
Sold out
3
Shares held by filers
1,546,406

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Cetera Investment Advisers385,468$15.4M0.03%-13,92513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC218,116$8.69M<0.01%+38813F-HRTimelineGroup
LPL Financial LLC203,554$8.11M<0.01%+2,60213F-HRTimeline
Advisory Resource Group156,288$6.22M1.2%-21,79613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…76,050$3.03M0.01%-6,52513F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC75,410$3M<0.01%-14,44113F-HRTimeline
Centric Wealth Management62,496$2.54M0.61%-83313F-HRTimeline
Clear Creek Financial Management, LLC63,728$2.54M0.24%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.48,507$1.93M<0.01%-44813F-HR/ATimelineGroup
D.A. DAVIDSON & CO.29,130$1.16M0.01%-10013F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …28,310$1.13M0.01%-19213F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.26,510$1.06M0.01%-43413F-HRTimeline
Obermeyer Wealth Partners19,867$791K0.04%new13F-HRTimeline
Cambridge Investment Research Advisors,…18,492$737K<0.01%-1,45313F-HRTimeline
Capital Investment Advisory Services, L…15,703$625K0.05%-44,08413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,490$497K<0.01%-18,08913F-HRTimelineGroup
WORLD EQUITY GROUP, INC.10,565$421K0.11%+74613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC10,109$403K<0.01%+1,46513F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…8,426$344K<0.01%+91213F-HRTimeline
MML INVESTORS SERVICES, LLC8,393$334K<0.01%+1,09013F-HRTimeline
COZAD ASSET MANAGEMENT INC8,079$322K0.03%+313F-HR/ATimeline
FOUNDERS FINANCIAL SECURITIES LLC7,375$294K0.02%-48,87513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC7,293$290K<0.01%new13F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC7,251$289K<0.01%+1,30113F-HRTimelineGroup
Convergence Financial, LLC7,091$282K0.05%new13F-HRTimeline
Belpointe Asset Management LLC6,700$267K0.01%-20013F-HRTimeline
UBS Group AGin group UBS Group AG5,800$231K<0.01%-34413F-HRTimelineGroup
Geneos Wealth Management Inc.4,461$178K<0.01%+20913F-HRTimeline
Farther Finance Advisors, LLC3,545$141K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,774$110K0.01%+1,31413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,471$98.4K<0.01%+46913F-HRTimelineGroup
First Command Advisory Services, Inc.2,314$92.2K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,132$45.1K<0.01%+13213F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.812$32.3K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY485$19.3K<0.01%+44513F-HRTimelineGroup
LANARK FINANCIAL, INC.425$16K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…365$14.5K<0.01%new13F-HRTimelineGroup
Arax Advisory Partners248$9.88K<0.01%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/173$6.89K<0.01%-20513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$8<0.01%013F-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.