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Disclosery

HERD PACER FDS TR

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CASH COWS ETF (fund)

38 managers (38 13F filers) reported a position in HERD shares at 2025-09-30, 1,507,260 shares in all. 2 filers opened a position and 3 filers sold out during the quarter.

Managers
38
13F filers
38
New
2
Added
17
Reduced
13
Sold out
3
Shares held by filers
1,507,260

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Cetera Investment Advisers413,062$17.5M0.02%+27,59413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC228,052$9.66M<0.01%+9,93613F-HRTimelineGroup
LPL Financial LLC219,778$9.31M<0.01%+16,22413F-HRTimeline
Advisory Resource Group138,326$5.86M1.05%-17,96213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…72,506$3.07M0.01%-3,54413F-HRTimelineGroup
Clear Creek Financial Management, LLC71,143$3.01M0.26%+7,41513F-HRTimeline
Centric Wealth Management60,777$2.61M0.58%-1,71913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.53,918$2.28M<0.01%+5,41113F-HRTimelineGroup
D.A. DAVIDSON & CO.39,722$1.68M0.01%+10,59213F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …26,251$1.11M0.01%-2,05913F-HRTimelineGroup
Obermeyer Wealth Partners19,822$840K0.04%-4513F-HRTimeline
Cambridge Investment Research Advisors,…17,672$749K<0.01%-82013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC14,724$624K<0.01%+2,23413F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC13,555$574K<0.01%+6,26213F-HRTimelineGroup
WORLD EQUITY GROUP, INC.10,605$449K0.1%+4013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC9,954$422K<0.01%-15513F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…9,585$407K<0.01%+1,15913F-HRTimeline
MML INVESTORS SERVICES, LLC9,032$383K<0.01%+63913F-HRTimeline
Capital Investment Advisory Services, L…8,786$372K0.03%-6,91713F-HRTimeline
Mariner, LLCin group Mariner, LLC8,651$366K<0.01%+1,40013F-HRTimelineGroup
COZAD ASSET MANAGEMENT INC8,082$342K0.03%+313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC7,264$308K<0.01%-68,14613F-HRTimeline
Convergence Financial, LLC6,738$285K0.04%-35313F-HRTimeline
Belpointe Asset Management LLC6,100$258K0.01%-60013F-HRTimeline
Ausdal Financial Partners, Inc.5,225$221K0.01%new13F-HRTimeline
Geneos Wealth Management Inc.4,938$209K0.01%+47713F-HRTimeline
UBS Group AGin group UBS Group AG4,805$204K<0.01%-99513F-HRTimelineGroup
Farther Finance Advisors, LLC3,545$150K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,091$131K0.01%+62013F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…2,940$125K0.01%+2,57513F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV2,774$118K0.01%013F-HRTimeline
First Command Advisory Services, Inc.2,314$98K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,000$42.4K<0.01%-13213F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.812$34.4K<0.01%013F-HRTimeline
Advisory Services Network, LLC800$33.9K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY486$20.6K<0.01%+113F-HR/ATimelineGroup
LANARK FINANCIAL, INC.425$18K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$18<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.