Institutional Ownership Pacer Fds Tr Cash Cows Fd Fds (HERD)
This table provides information about the institutional ownership of Pacer Fds Tr Cash Cows Fd Fds (HERD). We have compiled data on the 41 institutions that hold shares in the stock, with a total of 1.55 Million shares, which have been reported (via 13F filing form) to have a value of $62.8 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
6,700
shares
|
$272,221
0.01% of portfolio
|
Q2 2025
Reduced 2.9%
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
5,800
shares
|
$235,654
0.0% of portfolio
|
Q2 2025
Reduced 5.6%
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
4,252
shares
|
$172,758
0.01% of portfolio
|
Q1 2025
Added 6.17%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
3,545
shares
|
$144,033
0.0% of portfolio
|
Q2 2025
New holding
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
2,774
shares
|
$112,707
0.01% of portfolio
|
Q2 2025
Added 90.0%
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
2,471
shares
|
$100,396
0.01% of portfolio
|
Q2 2025
Added 23.43%
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
2,314
shares
|
$94,017
0.0% of portfolio
|
Q3 2024
New holding
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,735
shares
|
$70,493
0.03% of portfolio
|
Q4 2023
Reduced 63.36%
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
1,132
shares
|
$45,993
0.0% of portfolio
|
Q2 2025
Added 13.2%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
812
shares
|
$32,991
0.0% of portfolio
|
Q2 2024
Reduced 7.94%
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
425
shares
|
$17,267
0.0% of portfolio
|
Q1 2025
New holding
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
365
shares
|
$14,829
0.0% of portfolio
|
Q2 2025
New holding
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
248
shares
|
$10,076
0.0% of portfolio
|
Q2 2025
New holding
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
173
shares
|
$7,028
0.0% of portfolio
|
Q2 2025
Reduced 54.23%
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
40
shares
|
$1,625
0.0% of portfolio
|
Q1 2025
Reduced 2.44%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|