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Disclosery

HERD PACER FDS TR

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CASH COWS ETF (fund)

42 managers (42 13F filers) reported a position in HERD shares at 2025-12-31, 1,606,208 shares in all. 6 filers opened a position and 4 filers sold out during the quarter.

Managers
42
13F filers
42
New
6
Added
16
Reduced
9
Sold out
4
Shares held by filers
1,606,208

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…281,443$12.2M0.02%+208,93713F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC236,287$10.3M<0.01%+8,23513F-HRTimelineGroup
LPL Financial LLC224,658$9.76M<0.01%+4,88013F-HRTimeline
Cetera Investment Advisers214,314$9.31M0.01%-198,74813F-HRTimeline
Advisory Resource Group142,989$6.21M1.09%+4,66313F-HRTimeline
Clear Creek Financial Management, LLC73,490$3.19M0.26%+2,34713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.70,513$3.06M<0.01%+16,59513F-HRTimelineGroup
Centric Wealth Management64,390$2.93M0.62%+3,61313F-HRTimeline
D.A. DAVIDSON & CO.55,168$2.4M0.01%+15,44613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC40,024$1.74M<0.01%+26,46913F-HRTimelineGroup
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …23,381$1.02M0.01%-2,87013F-HRTimelineGroup
Cambridge Investment Research Advisors,…18,564$807K<0.01%+89213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…18,231$792K<0.01%new13F-HRTimelineGroup
Obermeyer Wealth Partners13,923$605K0.03%-5,89913F-HRTimeline
WORLD EQUITY GROUP, INC.10,605$461K0.13%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC10,283$447K<0.01%+32913F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…9,589$426K<0.01%+413F-HRTimeline
Mariner, LLCin group Mariner, LLC8,662$376K<0.01%+1113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC8,461$368K<0.01%-57113F-HRTimeline
COZAD ASSET MANAGEMENT INC8,082$351K0.03%013F-HRTimeline
BNB Wealth Management, LLC7,612$331K0.21%13F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC6,893$300K0.02%new13F-HRTimeline
Convergence Financial, LLC6,738$293K0.04%013F-HRTimeline
Belpointe Asset Management LLC6,100$265K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…6,011$261K0.02%-2,77513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC5,724$249K<0.01%-1,54013F-HRTimeline
Tripletail Wealth Management, LLC5,175$244K0.31%new13F-HRTimeline
Ausdal Financial Partners, Inc.5,427$236K0.01%+20213F-HRTimeline
Geneos Wealth Management Inc.4,938$215K0.01%013F-HRTimeline
McCartney Wealth Management LLC4,805$214K0.19%13F-HRTimeline
Farther Finance Advisors, LLC3,545$154K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,774$121K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,753$76.2K<0.01%-1,33813F-HRTimelineGroup
Founders Financial Alliance, LLC1,570$68.2K0.01%new13F-HRTimeline
First Command Advisory Services, Inc.1,314$57.1K<0.01%-1,00013F-HRTimeline
HARBOUR INVESTMENTS, INC.900$39.1K<0.01%+8813F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…700$30.4K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY486$21.1K<0.01%013F-HR/ATimelineGroup
LANARK FINANCIAL, INC.425$18.5K<0.01%013F-HRTimeline
Arax Advisory Partners248$10.8K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG12$522<0.01%-4,79313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$38<0.01%+113F-HRTimelineGroup