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Pacer US Small Cap Cash Cows ETF (CALF) Institutional Ownership

Pacer US Small Cap Cash Cows ETF logo
$51.69 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Pacer US Small Cap Cash Cows ETF (BATS:CALF)

Number of
Institutional Buyers
(last 12 months)
202
Total
Institutional Inflows
(last 12 months)
$140.96M
Number of
Institutional Sellers
(last 12 months)
273
Total
Institutional Outflows
(last 12 months)
$929.95M
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CALF Institutional Buying and Selling by Quarter

Pacer US Small Cap Cash Cows ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/18/2026Western Wealth Management LLC28,766$1.29M0.0%-17.0%0.027%
6/18/2026Pacer Advisors Inc.382,841$17.18M0.0%+2.1%0.359%
6/3/2026NewEdge Advisors LLC163,410$7.33M0.0%-17.4%0.153%
5/28/2026Cozad Asset Management Inc.54,869$2.46M0.2%-17.5%0.051%
5/22/2026WNY Asset Management LLC38,566$1.73M0.2%N/A0.036%
5/22/2026Verus Capital Partners LLC62,155$2.79M0.2%-3.4%0.058%
5/19/2026Western Wealth Management LLC28,766$1.29M0.0%-17.0%0.027%
5/19/2026Paragon Private Wealth Management LLC14,587$655K0.2%-3.9%0.014%
5/19/2026NewEdge Advisors LLC110,692$4.97M0.1%-44.0%0.104%
5/19/2026Bank of America Corp DE11,003,225$493.72M0.0%-7.3%10.317%
5/19/2026Cassady Wealth & Retirement Planning LLC59,964$2.88M1.4%+25.2%0.056%
5/19/2026Centaurus Financial Inc.10,573$474K0.0%-86.3%0.010%
5/19/2026Arkadios Wealth Advisors7,432$333K0.0%N/A0.007%
5/18/2026EverSource Wealth Advisors LLC68,439$3.07M0.1%-16.8%0.064%
5/18/2026Royal Bank of Canada829,581$37.22M0.0%-13.7%0.778%
5/16/2026Glen Eagle Advisors LLC18,618$835K0.1%-12.7%0.017%
5/16/2026Family Manage LLC101,275$4.54M0.5%-27.6%0.095%
5/15/2026Gateway Wealth Partners LLC8,934$401K0.0%+64.6%0.008%
5/15/2026Waverly Advisors LLC5,567$250K0.0%-10.6%0.005%
5/14/2026Hilltop Holdings Inc.4,614$207K0.0%-7.4%0.004%
5/14/2026Modern Wealth Management LLC27,771$1.25M0.0%-90.0%0.026%
5/13/2026Cetera Investment Advisers1,838,316$82.49M0.1%-4.4%1.724%
5/13/2026Signature Equity Partners LLC26,074$1.17M0.6%-16.8%0.024%
5/13/2026NewEdge Wealth LLC10,395$466K0.0%-15.5%0.010%
5/8/2026CMC Financial Group22,882$1.03M2.0%+11.6%0.021%
5/7/2026Commonwealth Financial Services LLC9,509$427K0.1%-4.5%0.009%
5/7/2026Balefire LLC7,129$320K0.1%-4.9%0.007%
5/7/2026Pacific Wealth Strategies Group Inc.20,829$935K0.6%N/A0.020%
5/6/2026Simon Quick Advisors LLC8,361$375K0.0%N/A0.008%
5/6/2026Oder Investment Management LLC10,156$456K0.4%+7.1%0.010%
5/6/2026Gaddis Premier Wealth Advisors LLC6,955$312K0.2%-13.8%0.007%
5/5/2026D.A. Davidson & CO.420,172$18.85M0.1%-14.5%0.394%
5/5/2026Geneos Wealth Management Inc.45,181$2.03M0.0%-13.2%0.042%
5/5/2026Sanctuary Advisors LLC94,346$4.23M0.0%-18.2%0.088%
5/5/2026BlueChip Wealth Advisors LLC15,921$668K0.3%-28.7%0.015%
5/5/2026Sigma Planning Corp22,291$1M0.0%-48.7%0.021%
5/5/2026Avantax Planning Partners Inc.7,611$342K0.0%-2.7%0.007%
5/4/2026HBW Advisory Services LLC4,824$216K0.0%-13.5%0.005%
5/4/2026Bedel Financial Consulting Inc.37,429$1.68M0.2%-2.2%0.035%
5/4/2026Chicago Partners Investment Group LLC36,660$1.77M0.0%-7.6%0.034%
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5/4/2026Procyon Advisors LLC232,785$10.45M0.2%-1.4%0.218%
5/2/2026International Assets Investment Management LLC15,614$702K0.0%-3.3%0.015%
5/2/2026Valmark Advisers Inc.26,992$1.21M0.0%+21.5%0.025%
5/1/2026Fifth Third Bancorp16,769$752K0.0%+589.5%0.016%
4/30/2026Kestra Advisory Services LLC325,733$14.62M0.1%-24.0%0.305%
4/30/2026Money Concepts Capital Corp25,606$1.15M0.1%+411.6%0.024%
4/29/2026Saxon Interests Inc.5,520$248K0.1%+4.3%0.005%
4/29/2026Unified Investment Management13,304$597K0.6%+4.6%0.012%
4/29/2026Clay Northam Wealth Management LLC71,820$3.22M1.8%-3.3%0.067%
4/28/2026Ascentis Independent Advisors16,519$741K0.1%+91.3%0.015%
4/28/2026Stephens Inc. AR8,895$399K0.0%+3.2%0.008%
4/27/2026HB Wealth Management LLC13,202$592K0.0%N/A0.012%
4/27/2026World Investment Advisors7,119$319K0.0%-15.5%0.007%
4/27/2026Carter Financial Group INC.106,008$4.76M2.9%-0.5%0.099%
4/27/2026Sound Income Strategies LLC912$41K0.0%-65.0%0.001%
4/25/2026KPP Advisory Services LLC26,895$1.21M0.2%-27.5%0.025%
4/24/2026Mitchell Mcleod Pugh & Williams Inc.30,677$1.38M0.2%-21.7%0.029%
4/24/2026Key Financial Inc12,897$579K0.1%+25.0%0.012%
4/23/2026Premier Path Wealth Partners LLC49,439$2.22M0.3%-12.5%0.046%
4/23/2026Wetzel Investment Advisors Inc.6,451$289K0.1%-6.4%0.006%
4/22/2026Princeton Global Asset Management LLC1,282$58K0.0%N/A0.001%
4/22/2026Patriot Financial Group Insurance Agency LLC10,500$471K0.0%+96.3%0.010%
4/22/2026Janney Montgomery Scott LLC117,925$5.29M0.0%-73.8%0.111%
4/22/2026Trilogy Capital Inc.9,093$408K0.0%-7.3%0.009%
4/22/2026Econ Financial Services Corp109,421$4.91M2.3%+21.5%0.103%
4/21/2026Maridea Wealth Management LLC7,498$336K0.0%N/A0.007%
4/21/2026Laurel Oak Wealth Management LLC28,565$1.28M0.2%-21.1%0.027%
4/21/2026Compass Advisory Group LLC412,337$18.50M5.0%+0.5%0.387%
4/21/2026Long Island Wealth Management Inc.175,968$7.90M3.7%-3.1%0.165%
4/20/2026Kestra Private Wealth Services LLC134,617$6.04M0.1%+23.5%0.126%
4/20/2026Heritage Wealth Management Inc.6,106$274K0.1%-20.2%0.006%
4/20/2026First PREMIER Bank47,965$2.15M0.5%-3.1%0.045%
4/18/2026Nautilus Advisors LLC9,479$425K0.3%-10.5%0.009%
4/18/2026BCS Wealth Management45,101$2.02M0.4%-53.8%0.042%
4/18/2026HHM Wealth Advisors LLC380,206$17.06M2.0%-49.9%0.356%
4/17/2026Certified Advisory Corp36,723$1.65M0.1%-55.7%0.034%
4/17/2026Financial Management Network Inc.6,955$319K0.0%-45.8%0.007%
4/17/2026Capital Advisors Ltd. LLC9,453$424K0.0%-16.4%0.009%
4/17/2026Brookstone Capital Management6,840$307K0.0%+41.9%0.006%
4/16/2026Sheets Smith Wealth Management19,668$883K0.1%-5.7%0.018%
4/16/2026IVC Wealth Advisors LLC5,186$233K0.1%-20.2%0.005%
4/15/2026Nations Financial Group Inc. IA ADV125,494$5.63M0.3%+6.2%0.118%
3/17/2026Rockefeller Capital Management L.P.610,219$27.08M0.0%+47.9%0.572%
3/13/2026World Investment Advisors8,424$374K0.0%-33.0%0.008%
3/9/2026Rubicon Advisors GP6,442$286K0.3%N/A0.006%
3/9/2026Corient Private Wealth LLC51,777$2.30M0.0%-36.4%0.049%
3/2/2026Sankala Group LLC9,369$432K0.4%N/A0.009%
2/25/2026Tempo Wealth LLC16,334$725K0.1%N/A0.015%
2/24/2026Pacer Advisors Inc.374,785$16.63M0.0%-7.8%0.351%
2/23/2026Monetary Solutions Ltd3,179$141K0.1%N/A0.003%
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2/19/2026Mcguire Capital Advisors Inc.917$41K0.0%N/A0.001%
2/19/2026Compound Planning Inc.6,658$295K0.0%-70.1%0.006%
2/19/2026Corient Private Wealth LLC51,561$2.29M0.0%-36.6%0.048%
2/18/2026Mercer Global Advisors Inc. ADV14,030$623K0.0%+108.7%0.013%
2/18/2026Beacon Pointe Advisors LLC18,807$834K0.0%-1.9%0.018%
2/18/2026EP Wealth Advisors LLC10,075$447K0.0%N/A0.009%
2/18/2026NewEdge Advisors LLC197,748$8.77M0.0%+17.8%0.185%
2/18/2026XTX Topco Ltd11,930$529K0.0%-65.2%0.011%
2/18/2026Tudor Investment Corp ET AL13,496$599K0.0%+130.5%0.013%
2/18/2026IHT Wealth Management LLC54,804$2.43M0.1%-13.0%0.051%


CALF Institutional Ownership - Frequently Asked Questions

During the previous two years, 607 institutional investors and hedge funds held shares of Pacer US Small Cap Cash Cows ETF. The most heavily invested institutionals were Bank of America Corp DE ($493.72M), Northwestern Mutual Wealth Management Co. ($237.37M), Morgan Stanley ($212.74M), LPL Financial LLC ($158.26M), Raymond James Financial Services Advisors Inc. ($139.87M), Raymond James & Associates ($133.62M), and Raymond James Financial Inc. ($123.72M).Learn more on Pacer US Small Cap Cash Cows ETF's institutional investors.

Of the 502 institutional investors that purchased Pacer US Small Cap Cash Cows ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($5.85M), Millennium Management LLC ($2.47M), LPL Financial LLC ($916.99K), Sanctuary Advisors LLC ($667.63K), Wealth Enhancement Advisory Services LLC ($666.36K), BlueStem Wealth Partners LLC ($498.53K), and Rockefeller Capital Management L.P. ($473.80K).

Institutional investors have bought a total of 3,306,027 shares in the last 24 months. This purchase volume represents approximately $140.96M in transactions.

Of the 273 institutional investors that sold Pacer US Small Cap Cash Cows ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of America Corp DE ($7.49M), Harbour Investments Inc. ($1.84M), Ameriprise Financial Inc. ($1.20M), Raymond James Financial Inc. ($797.58K), Envestnet Asset Management Inc. ($629.44K), UBS Group AG ($602.48K), and NewEdge Advisors LLC ($517.83K).

Institutional investors have sold a total of 22,183,286 shares in the last 24 months. This volume of shares sold represents approximately $929.95M in transactions.



This page (BATS:CALF) was last updated on 7/5/2026 by MarketBeat.com Staff.
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