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HERD Institutional Ownership

Pacer Cash Cows Fund of Funds ETF
1W: -1.2% 1M: -5.4% 3M: +2.0% YTD: +11.9% 1Y: +15.0% 3Y: +48.0% 5Y: +54.0%
$48.99
+0.00 (+0.00%)
 
Weekly Expected Move ±1.5%
$48 $48 $49 $50 $50
ETF NASDAQ · AUM $99.3M

Institutional Ownership — HERD

46
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
82M
Total Invested
6
New Positions
16
Increased
14
Reduced
2
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (52 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Rockefeller Capital Management L.P. 308,463 $15M +6,776 +2.2% 13Q SEC ↗
2 ENVESTNET ASSET MANAGEMENT INC 253,888 $12M +7,378 +3.0% 17Q SEC ↗
3 LPL Financial LLC 226,513 $11M +9,131 +4.2% 14Q SEC ↗
4 Cetera Investment Advisers 213,890 $10M +2,801 +1.3% 10Q SEC ↗
5 RAYMOND JAMES FINANCIAL INC 142,147 $7M +49,288 +53.1% 2Q SEC ↗
6 OSAIC HOLDINGS, INC. 114,492 $6M +9,164 +8.7% 26Q SEC ↗
7 Clear Creek Financial Management, LLC 81,998 $4M +4,696 +6.1% 5Q SEC ↗
8 Centric Wealth Management 64,907 $3M — +0.0% 12Q SEC ↗
9 D.A. DAVIDSON & CO. 64,198 $3M +2,418 +3.9% 10Q SEC ↗
10 Advisory Resource Group 38,599 $2M -814 -2.1% 16Q SEC ↗
11 CITADEL ADVISORS LLC 35,467 $2M -8,134 -18.7% 2Q SEC ↗
12 Snowden Capital Advisors LLC 18,484 $906K +5,442 +41.7% 2Q SEC ↗
13 Cambridge Investment Research Advisors 17,795 $872K -1,263 -6.6% 16Q SEC ↗
14 OPPENHEIMER ASSET MANAGEMENT INC. 16,452 $806K -752 -4.4% 9Q SEC ↗
15 JANE STREET GROUP, LLC NEW 14,473 $709K — +0.0% 1Q SEC ↗
16 Obermeyer Wealth Partners 13,817 $677K -106 -0.8% 5Q SEC ↗
17 Convergence Financial, LLC 13,476 $660K +6,738 +100.0% 5Q SEC ↗
18 WORLD EQUITY GROUP, INC. 11,064 $542K +218 +2.0% 11Q SEC ↗
19 Kestra Advisory Services, LLC 10,285 $504K -75 -0.7% 10Q SEC ↗
20 Geneos Wealth Management Inc. 9,042 $443K +4,220 +87.5% 15Q SEC ↗
21 WEALTH ENHANCEMENT ADVISORY SERVICES, 8,770 $430K — +0.0% 7Q SEC ↗
22 Mariner, LLC 8,246 $404K -150 -1.8% 6Q SEC ↗
23 MML INVESTORS SERVICES, LLC 8,095 $397K +1 +0.0% 8Q SEC ↗
24 BNB Wealth Management, LLC 7,607 $373K +1 +0.0% 3Q SEC ↗
25 Ausdal Financial Partners, Inc. 5,620 $275K +190 +3.5% 4Q SEC ↗
26 Belpointe Asset Management LLC 5,500 $269K -600 -9.8% 11Q SEC ↗
27 McCartney Wealth Management LLC 4,805 $235K — +0.0% 3Q SEC ↗
28 Capital Investment Advisory Services, 4,335 $212K -507 -10.5% 10Q SEC ↗
29 COMMONWEALTH EQUITY SERVICES, LLC 4,272 $209K -213 -4.7% 11Q SEC ↗
30 Ameritas Advisory Services, LLC NEW 3,425 $168K — +0.0% 1Q SEC ↗
31 Farther Finance Advisors, LLC 2,795 $137K — +0.0% 5Q SEC ↗
32 CREATIVE FINANCIAL DESIGNS INC /ADV 2,774 $136K — +0.0% 12Q SEC ↗
33 Founders Financial Alliance, LLC 2,640 $129K — +0.0% 3Q SEC ↗
34 EverSource Wealth Advisors, LLC 2,300 $113K -1,631 -41.5% 11Q SEC ↗
35 HARBOUR INVESTMENTS, INC. 1,803 $88K +940 +108.9% 15Q SEC ↗
36 MERCER GLOBAL ADVISORS INC /ADV NEW 1,636 $80K — +0.0% 1Q SEC ↗
37 First Command Advisory Services, Inc. 1,314 $64K — +0.0% 8Q SEC ↗
38 Innovative Asset Advisors Group, LLC NEW 949 $46K — +0.0% 1Q SEC ↗
39 JONES FINANCIAL COMPANIES LLLP NEW 912 $45K — +0.0% 1Q SEC ↗
40 INTERNATIONAL ASSETS INVESTMENT MANAGE 700 $34K — +0.0% 3Q SEC ↗
41 NewEdge Advisors, LLC NEW 509 $25K — +0.0% 1Q SEC ↗
42 MORGAN STANLEY 435 $21K -1 -0.2% 19Q SEC ↗
43 LANARK FINANCIAL, INC. 425 $21K — +0.0% 6Q SEC ↗
44 CWM, LLC NEW 81 $4K — +0.0% 1Q SEC ↗
45 UBS Group AG 0 $0K -12 -100.0% 7Q SEC ↗
46 WELLS FARGO & COMPANY/MN 0 $0K — — 14Q SEC ↗
47 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 0 $0K -212 -100.0% 1Q SEC ↗
48 Arax Advisory Partners 0 $0K -248 -100.0% 1Q SEC ↗
49 Advisory Services Network, LLC 0 $0K -800 -100.0% 1Q SEC ↗
50 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0 $0K -18,231 -100.0% 1Q SEC ↗
Biggest Increases (16)
HolderAddedChange %Total Shares
RAYMOND JAMES FINANCIAL INC +49,288 +53.1% 142,147
OSAIC HOLDINGS, INC. +9,164 +8.7% 114,492
LPL Financial LLC +9,131 +4.2% 226,513
ENVESTNET ASSET MANAGEMENT INC +7,378 +3.0% 253,888
Rockefeller Capital Management L.P. +6,776 +2.2% 308,463
Convergence Financial, LLC +6,738 +100.0% 13,476
Snowden Capital Advisors LLC +5,442 +41.7% 18,484
Clear Creek Financial Management, L +4,696 +6.1% 81,998
Geneos Wealth Management Inc. +4,220 +87.5% 9,042
Cetera Investment Advisers +2,801 +1.3% 213,890
D.A. DAVIDSON & CO. +2,418 +3.9% 64,198
HARBOUR INVESTMENTS, INC. +940 +108.9% 1,803
WORLD EQUITY GROUP, INC. +218 +2.0% 11,064
Ausdal Financial Partners, Inc. +190 +3.5% 5,620
BNB Wealth Management, LLC +1 +0.0% 7,607
MML INVESTORS SERVICES, LLC +1 +0.0% 8,095
Biggest Decreases (12)
HolderReducedChange %Total Shares
CITADEL ADVISORS LLC -8,134 -18.7% 35,467
EverSource Wealth Advisors, LLC -1,631 -41.5% 2,300
Cambridge Investment Research Advis -1,263 -6.6% 17,795
Advisory Resource Group -814 -2.1% 38,599
OPPENHEIMER ASSET MANAGEMENT INC. -752 -4.4% 16,452
Belpointe Asset Management LLC -600 -9.8% 5,500
Capital Investment Advisory Service -507 -10.5% 4,335
COMMONWEALTH EQUITY SERVICES, LLC -213 -4.7% 4,272
Mariner, LLC -150 -1.8% 8,246
Obermeyer Wealth Partners -106 -0.8% 13,817
Kestra Advisory Services, LLC -75 -0.7% 10,285
MORGAN STANLEY -1 -0.2% 435

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms