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 448 institutions that hold shares in the stock, with a total of 67.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.92 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
413,065
shares
|
$18 Million
0.36% of portfolio
|
Q3 2025
Reduced 12.24%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
412,546
shares
|
$17.9 Million
0.04% of portfolio
|
Q3 2025
Added 13.56%
|
|
|
Compass Advisory Group LLC
|
Nov 06, 2025 Q3 2025 |
408,326
shares
|
$17.7 Million
5.73% of portfolio
|
Q3 2025
Added 2.66%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Oct 15, 2025 Q3 2025 |
406,503
shares
|
$17.7 Million
0.05% of portfolio
|
Q3 2025
Reduced 7.11%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
395,133
shares
|
$17.2 Million
1.0% of portfolio
|
Q3 2025
Added 7.66%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
395,016
shares
|
$17.2 Million
0.02% of portfolio
|
Q3 2025
Reduced 31.99%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
368,157
shares
|
$16 Million
0.04% of portfolio
|
Q3 2023
Added 32.78%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
362,301
shares
|
$15.7 Million
0.02% of portfolio
|
Q4 2025
Reduced 10.51%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
339,186
shares
|
$14.7 Million
0.07% of portfolio
|
Q3 2025
Reduced 41.79%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
321,789
shares
|
$14 Million
2.95% of portfolio
|
Q2 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
291,284
shares
|
$12.7 Million
0.08% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
261,907
shares
|
$11.4 Million
0.01% of portfolio
|
Q3 2025
Reduced 16.3%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
257,888
shares
|
$11.2 Million
1.65% of portfolio
|
Q3 2024
Added 12.49%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
256,565
shares
|
$11.2 Million
0.06% of portfolio
|
Q3 2025
Reduced 51.64%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Nov 12, 2025 Q3 2025 |
238,790
shares
|
$10.4 Million
1.2% of portfolio
|
Q3 2025
Reduced 12.91%
|
|
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
Nov 04, 2025 Q3 2025 |
237,326
shares
|
$10.3 Million
6.66% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Procyon Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
236,026
shares
|
$10.3 Million
0.17% of portfolio
|
Q4 2025
Reduced 7.05%
|
|
|
Family Management Corp
New York, NY |
Nov 13, 2025 Q3 2025 |
223,075
shares
|
$9.69 Million
1.44% of portfolio
|
Q3 2025
Reduced 20.82%
|
|
|
Howard Financial Services, Ltd.
|
Jan 12, 2026 Q4 2025 |
210,377
shares
|
$9.14 Million
1.1% of portfolio
|
Q4 2025
Reduced 11.82%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
204,171
shares
|
$8.87 Million
0.01% of portfolio
|
Q3 2025
Reduced 26.63%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
192,553
shares
|
$8.37 Million
0.2% of portfolio
|
Q3 2025
Added 13.68%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Nov 06, 2025 Q3 2025 |
179,775
shares
|
$7.81 Million
3.83% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Psi Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
174,352
shares
|
$7.58 Million
2.0% of portfolio
|
Q3 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
167,825
shares
|
$7.29 Million
0.04% of portfolio
|
Q3 2025
Reduced 45.89%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
163,339
shares
|
$7.1 Million
0.16% of portfolio
|
Q2 2025
Reduced 57.74%
|
|