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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 2026-03-31, 1,641,453 shares in all. 6 filers opened a position and 6 filers sold out during the quarter.

Managers
42
13F filers
42
New
6
Added
13
Reduced
15
Sold out
6
Shares held by filers
1,641,453

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…301,687$13.8M0.02%+20,24413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC246,510$11.3M<0.01%+10,22313F-HRTimelineGroup
LPL Financial LLC217,382$9.94M<0.01%-7,27613F-HRTimeline
Cetera Investment Advisers211,089$9.66M0.01%-3,22513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.105,328$4.82M0.01%+34,81513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC92,859$4.25M<0.01%new13F-HRTimelineGroup
Clear Creek Financial Management, LLC77,302$3.54M0.27%+3,81213F-HRTimeline
Centric Wealth Management64,907$3.06M0.61%+51713F-HRTimeline
D.A. DAVIDSON & CO.61,780$2.83M0.02%+6,61213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC43,601$1.99M<0.01%new13F-HRTimelineGroup
Advisory Resource Group39,413$1.8M0.31%-103,57613F-HRTimeline
Cambridge Investment Research Advisors,…19,058$872K<0.01%+49413F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …17,204$787K0.01%-6,17713F-HRTimelineGroup
Obermeyer Wealth Partners13,923$637K0.03%013F-HRTimeline
Snowden Capital Advisors LLC13,042$597K0.02%new13F-HRTimeline
WORLD EQUITY GROUP, INC.10,846$496K0.13%+24113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC10,360$474K<0.01%+7713F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…8,770$403K<0.01%-81913F-HRTimeline
Mariner, LLCin group Mariner, LLC8,396$384K<0.01%-26613F-HRTimelineGroup
COZAD ASSET MANAGEMENT INC8,103$371K0.03%+2113F-HRTimeline
MML INVESTORS SERVICES, LLC8,094$370K<0.01%-36713F-HRTimeline
BNB Wealth Management, LLC7,606$348K0.22%-613F-HRTimeline
Convergence Financial, LLC6,738$308K0.03%013F-HRTimeline
Belpointe Asset Management LLC6,100$279K0.01%013F-HRTimeline
Ausdal Financial Partners, Inc.5,430$248K0.01%+313F-HRTimeline
Capital Investment Advisory Services, L…4,842$221K0.02%-1,16913F-HRTimeline
Geneos Wealth Management Inc.4,822$221K0.01%-11613F-HRTimeline
McCartney Wealth Management LLC4,805$220K0.19%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC4,485$205K<0.01%-1,23913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,931$180K0.01%+2,17813F-HR/ATimelineGroup
Farther Finance Advisors, LLC2,795$128K<0.01%-75013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,774$127K0.01%013F-HRTimeline
Founders Financial Alliance, LLC2,640$121K0.02%+1,07013F-HRTimeline
First Command Advisory Services, Inc.1,314$60.1K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.863$39.5K<0.01%-3713F-HRTimeline
Advisory Services Network, LLC800$36.6K<0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…700$32.1K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY436$19.9K<0.01%-5013F-HRTimelineGroup
LANARK FINANCIAL, INC.425$19.4K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…212$9.71K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC81$3.71K<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$14<0.01%-113F-HR/ATimelineGroupAmount filed as zero, left out of ratios.