CALF Institutional Ownership
Pacer US Small Cap Cash Cows ETF
1W: -0.5%
1M: -6.5%
3M: +4.1%
YTD: +20.3%
1Y: +22.2%
3Y: +33.2%
5Y: +32.8%
$53.85
-0.12 (-0.22%)
Weekly Expected Move ±2.0%
$52
$53
$54
$55
$56
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — CALF
426
Institutional Holders
-5 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
45
New Positions
109
Increased
207
Reduced
33
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (465 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 10,456,053 | $563M | -547,172 | -5.0% | 15Q | SEC ↗ |
| 2 | MORGAN STANLEY | 3,827,949 | $206M | -335,674 | -8.1% | 27Q | SEC ↗ |
| 3 | LPL Financial LLC | 3,165,036 | $170M | +27,290 | +0.9% | 33Q | SEC ↗ |
| 4 | Cetera Investment Advisers | 1,688,335 | $91M | -149,981 | -8.2% | 20Q | SEC ↗ |
| 5 | RAYMOND JAMES FINANCIAL INC | 1,464,088 | $79M | -172,608 | -10.5% | 7Q | SEC ↗ |
| 6 | WELLS FARGO & COMPANY/MN | 1,387,576 | $75M | -198,131 | -12.5% | 32Q | SEC ↗ |
| 7 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 1,130,959 | $61M | -179,061 | -13.7% | 21Q | SEC ↗ |
| 8 | UBS Group AG | 1,039,801 | $56M | -104,304 | -9.1% | 19Q | SEC ↗ |
| 9 | ENVESTNET ASSET MANAGEMENT INC | 877,842 | $47M | -133,939 | -13.2% | 22Q | SEC ↗ |
| 10 | JONES FINANCIAL COMPANIES LLLP | 874,270 | $47M | +41,672 | +5.0% | 11Q | SEC ↗ |
| 11 | ROYAL BANK OF CANADA | 765,369 | $41M | -64,212 | -7.7% | 32Q | SEC ↗ |
| 12 | OSAIC HOLDINGS, INC. | 761,637 | $41M | +87,583 | +13.0% | 26Q | SEC ↗ |
| 13 | BlueStem Wealth Partners, LLC | 672,950 | $36M | +46,814 | +7.5% | 7Q | SEC ↗ |
| 14 | Rockefeller Capital Management L.P. | 653,599 | $35M | -15,284 | -2.3% | 21Q | SEC ↗ |
| 15 | Cambridge Investment Research Advisors | 575,184 | $31M | -38,033 | -6.2% | 23Q | SEC ↗ |
| 16 | TWO SIGMA INVESTMENTS, LP | 534,800 | $29M | +410,300 | +329.6% | 4Q | SEC ↗ |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | 499,215 | $27M | -62,152 | -11.1% | 22Q | SEC ↗ |
| 18 | Baird Financial Group, Inc. | 479,839 | $26M | +5,103 | +1.1% | 22Q | SEC ↗ |
| 19 | Compass Advisory Group LLC | 416,688 | $22M | +4,351 | +1.1% | 16Q | SEC ↗ |
| 20 | D.A. DAVIDSON & CO. | 399,878 | $22M | -20,294 | -4.8% | 13Q | SEC ↗ |
| 21 | MML INVESTORS SERVICES, LLC | 398,574 | $21M | +48,673 | +13.9% | 21Q | SEC ↗ |
| 22 | Pacer Advisors, Inc. | 382,401 | $21M | -440 | -0.1% | 20Q | SEC ↗ |
| 23 | AMERIPRISE FINANCIAL INC | 374,892 | $20M | +678 | +0.2% | 11Q | SEC ↗ |
| 24 | STIFEL FINANCIAL CORP | 370,691 | $20M | -20,985 | -5.4% | 22Q | SEC ↗ |
| 25 | GOLDMAN SACHS GROUP INC | 320,162 | $17M | +153,405 | +92.0% | 9Q | SEC ↗ |
| 26 | Kestra Advisory Services, LLC | 306,185 | $16M | -19,548 | -6.0% | 21Q | SEC ↗ |
| 27 | Steward Partners Investment Advisory, | 302,908 | $16M | +15,534 | +5.4% | 20Q | SEC ↗ |
| 28 | HighTower Advisors, LLC | 263,396 | $14M | +15,189 | +6.1% | 21Q | SEC ↗ |
| 29 | Cornerstone Wealth Management, LLC | 259,602 | $14M | +14,456 | +5.9% | 14Q | SEC ↗ |
| 30 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 255,062 | $14M | +9,358 | +3.8% | 12Q | SEC ↗ |
| 31 | HHM Wealth Advisors, LLC | 250,104 | $13M | -130,102 | -34.2% | 18Q | SEC ↗ |
| 32 | Procyon Advisors, LLC | 225,085 | $12M | -7,700 | -3.3% | 17Q | SEC ↗ |
| 33 | Fearless Solutions, LLC dba Best Inves | 224,379 | $12M | -2,962 | -1.3% | 7Q | SEC ↗ |
| 34 | KB Prvo drustvo za upravuvanje so zado NEW | 208,090 | $11M | — | +0.0% | 1Q | SEC ↗ |
| 35 | HOWARD FINANCIAL SERVICES, LTD. | 173,595 | $9M | -6,640 | -3.7% | 22Q | SEC ↗ |
| 36 | Long Island Wealth Management, Inc. | 173,149 | $9M | -2,819 | -1.6% | 11Q | SEC ↗ |
| 37 | NewEdge Advisors, LLC | 169,045 | $9M | +5,635 | +3.4% | 16Q | SEC ↗ |
| 38 | Private Advisor Group, LLC | 163,095 | $9M | +59,853 | +58.0% | 23Q | SEC ↗ |
| 39 | PSI Advisors, LLC | 157,374 | $8M | -6,746 | -4.1% | 4Q | SEC ↗ |
| 40 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 126,663 | $7M | +1,169 | +0.9% | 21Q | SEC ↗ |
| 41 | Janney Montgomery Scott LLC | 111,223 | $6M | -6,702 | -5.7% | 21Q | SEC ↗ |
| 42 | Clarus Wealth Advisors | 99,159 | $5M | -3,673 | -3.6% | 6Q | SEC ↗ |
| 43 | Family Manage LLC | 99,064 | $5M | -2,211 | -2.2% | 12Q | SEC ↗ |
| 44 | OPPENHEIMER & CO INC | 97,336 | $5M | -2,775 | -2.8% | 15Q | SEC ↗ |
| 45 | KESTRA PRIVATE WEALTH SERVICES, LLC | 95,787 | $5M | -38,830 | -28.8% | 18Q | SEC ↗ |
| 46 | NATIONAL BANK OF CANADA /FI | 83,814 | $5M | +1,797 | +2.2% | 19Q | SEC ↗ |
| 47 | Forefront Wealth Partners, LLC | 83,261 | $4M | +49,630 | +147.6% | 4Q | SEC ↗ |
| 48 | Wealthcare Advisory Partners LLC | 81,573 | $4M | +2,783 | +3.5% | 17Q | SEC ↗ |
| 49 | INDEPENDENT FINANCIAL GROUP, LLC | 79,954 | $4M | +1,100 | +1.4% | 22Q | SEC ↗ |
| 50 | Equitable Holdings, Inc. | 79,852 | $4M | -15,189 | -16.0% | 21Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| KB Prvo drustvo za upravuvanje so z | 208,090 | $11M |
| Caprock Group, LLC | 52,811 | $3M |
| AlphaCore Capital LLC | 38,523 | $2M |
| Global Retirement Partners, LLC | 34,616 | $2M |
| Y-Intercept (Hong Kong) Ltd | 34,215 | $2M |
| Fortune Financial Group, Inc. | 21,338 | $1M |
| Global Assets Advisory, LLC | 15,989 | $861K |
| Xcelsior Advisor Partners LLC | 15,165 | $817K |
| MILLINGTON SECURITIES, LLC | 13,572 | $731K |
| Balyasny Asset Management L.P. | 9,390 | $506K |
| Worth Financial Advisory Group, LLC | 6,917 | $372K |
| OneDigital Investment Advisors LLC | 6,805 | $366K |
| Ameritas Advisory Services, LLC | 6,787 | $365K |
| AQR CAPITAL MANAGEMENT LLC | 6,716 | $362K |
| QUANTUM FINANCIAL PARTNERS LLC | 6,094 | $328K |
| Vise Technologies, Inc. | 5,694 | $307K |
| IFG Advisory, LLC | 4,748 | $256K |
| Buck Wealth Strategies, LLC | 4,747 | $256K |
| Cyndeo Wealth Partners, LLC | 4,654 | $251K |
| Vann Equity Management LLC | 4,446 | $239K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Independent Advisor Alliance | 161,098 | $9M |
| Mariner, LLC | 109,901 | $6M |
| FLOW TRADERS U.S. LLC | 96,266 | $5M |
| HRT FINANCIAL LP | 63,896 | $3M |
| Bleakley Financial Group, LLC | 41,653 | $2M |
| PENOBSCOT WEALTH MANAGEMENT | 27,513 | $1M |
| JANE STREET GROUP, LLC | 20,187 | $1M |
| Ascentis Independent Advisors | 16,519 | $890K |
| D. E. Shaw & Co., Inc. | 15,876 | $855K |
| PRELUDE CAPITAL MANAGEMENT, LLC | 14,000 | $754K |
| TUDOR INVESTMENT CORP ET AL | 13,496 | $727K |
| Orion Porfolio Solutions, LLC | 13,420 | $723K |
| BROWN ADVISORY INC | 13,392 | $721K |
| HB Wealth Management, LLC | 13,202 | $711K |
| CIBC WORLD MARKET INC. | 11,106 | $598K |
| Carrera Capital Advisors | 7,869 | $424K |
| NORTHERN TRUST CORP | 7,629 | $411K |
| Compound Planning, Inc. | 6,658 | $359K |
| Rubicon Advisors, GP | 6,442 | $347K |
| Insight Advisors, LLC/ PA | 5,933 | $319K |