Institutional Ownership Pacer Fds Tr Pacer Us Small Ca (CALF)
This table provides information about the institutional ownership of Pacer Fds Tr Pacer Us Small Ca (CALF). We have compiled data on the 452 institutions that hold shares in the stock, with a total of 75.4 Million shares, which have been reported (via 13F filing form) to have a value of $3.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
487,551
shares
|
$19.7 Million
0.05% of portfolio
|
Q2 2025
Added 9.02%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
470,649
shares
|
$19 Million
0.5% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
456,222
shares
|
$18.4 Million
0.03% of portfolio
|
Q2 2025
Reduced 24.78%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Aug 12, 2025 Q2 2025 |
437,631
shares
|
$17.6 Million
0.05% of portfolio
|
Q2 2025
Added 5.49%
|
|
|
Compass Advisory Group LLC
|
Jul 28, 2025 Q2 2025 |
397,740
shares
|
$16 Million
6.77% of portfolio
|
Q2 2025
Added 11.36%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
368,157
shares
|
$14.8 Million
0.04% of portfolio
|
Q3 2023
Added 32.78%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
367,020
shares
|
$14.8 Million
0.92% of portfolio
|
Q2 2025
Added 6.21%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
363,287
shares
|
$14.7 Million
0.03% of portfolio
|
Q2 2025
Reduced 41.06%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
345,389
shares
|
$13.9 Million
0.1% of portfolio
|
Q2 2025
Added 51.3%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
321,789
shares
|
$13 Million
2.95% of portfolio
|
Q2 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
312,908
shares
|
$12.6 Million
0.02% of portfolio
|
Q2 2025
Reduced 13.96%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
310,134
shares
|
$12.5 Million
0.07% of portfolio
|
Q2 2025
Reduced 45.04%
|
|
|
Bw Gestao De Investimentos Ltda.
|
Aug 14, 2025 Q2 2025 |
291,259
shares
|
$11.7 Million
0.53% of portfolio
|
Q1 2025
Reduced 29.69%
|
|
|
Howard Financial Services, Ltd.
|
Jul 02, 2025 Q2 2025 |
289,065
shares
|
$11.7 Million
1.53% of portfolio
|
Q2 2025
Reduced 24.8%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
287,380
shares
|
$11.6 Million
0.09% of portfolio
|
Q2 2025
Added 96.75%
|
|
|
Family Management Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
281,734
shares
|
$11.4 Million
1.78% of portfolio
|
Q2 2025
Reduced 4.4%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
278,284
shares
|
$11.2 Million
0.02% of portfolio
|
Q2 2025
Reduced 20.51%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Aug 12, 2025 Q2 2025 |
274,184
shares
|
$11.1 Million
1.34% of portfolio
|
Q2 2025
Added 33.93%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
257,888
shares
|
$10.4 Million
1.65% of portfolio
|
Q3 2024
Added 12.49%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
257,217
shares
|
$10.4 Million
0.98% of portfolio
|
Q2 2025
Reduced 10.05%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
255,837
shares
|
$10.3 Million
0.06% of portfolio
|
Q2 2025
Reduced 18.82%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
247,376
shares
|
$9.98 Million
0.07% of portfolio
|
Q4 2024
Reduced 29.77%
|
|
|
626 Financial, LLC
|
Aug 04, 2025 Q2 2025 |
235,217
shares
|
$9.49 Million
4.66% of portfolio
|
Q2 2025
New holding
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
203,461
shares
|
$8.21 Million
0.36% of portfolio
|
Q2 2025
Added 303.44%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
181,056
shares
|
$7.3 Million
3.74% of portfolio
|
Q2 2025
Added 16.24%
|