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Pacer Cash Cows Fund of Funds ETF (HERD) Institutional Ownership

Pacer Cash Cows Fund of Funds ETF logo
$50.72 -0.09 (-0.18%)
As of 03:24 PM Eastern
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Institutional Ownership Changes (13F Filings) for Pacer Cash Cows Fund of Funds ETF (NASDAQ:HERD)

Number of
Institutional Buyers
(last 12 months)
25
Total
Institutional Inflows
(last 12 months)
$15.58M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$17.38M
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HERD Institutional Buying and Selling by Quarter

Pacer Cash Cows Fund of Funds ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/9/2026 World Equity Group Inc.11,064$521K0.1%+2.0%0.540%
5/18/2026 EverSource Wealth Advisors LLC3,931$180K0.0%+124.2%0.197%
5/13/2026Cetera Investment Advisers211,089$9.66M0.0%-1.5%10.554%
5/7/2026 World Equity Group Inc.10,846$496K0.1%+2.3%0.542%
5/5/2026 D.A. Davidson & CO.61,780$2.83M0.0%+12.0%3.089%
3/17/2026Rockefeller Capital Management L.P.281,443$12.23M0.0%+288.2%14.813%
2/18/2026BNB Wealth Management LLC7,612$331K0.2%N/A0.401%
2/17/2026Cetera Investment Advisers214,314$9.31M0.0%-48.1%11.280%
2/17/2026Osaic Holdings Inc.70,513$3.07M0.0%+30.8%3.711%
2/16/2026MML Investors Services LLC8,461$368K0.0%-6.3%0.445%
2/13/2026 Kestra Advisory Services LLC10,283$447K0.0%+3.3%0.541%
2/12/2026Jane Street Group LLC40,024$1.74M0.0%+195.3%2.107%
2/12/2026 Commonwealth Equity Services LLC5,724$249K0.0%-21.2%0.301%
2/12/2026Tripletail Wealth Management LLC5,175$244K0.3%N/A0.272%
2/12/2026 Founders Financial Alliance LLC1,570$68K0.0%N/A0.083%
2/12/2026 Advisory Resource Group142,989$6.21M1.1%-43.3%7.526%
2/11/2026LPL Financial LLC224,658$9.76M0.0%+2.2%11.824%
2/11/2026First Command Advisory Services Inc.1,314$57K0.0%-43.2%0.069%
2/10/2026 Founders Financial Securities LLC6,893$300K0.0%N/A0.363%
2/6/2026 EverSource Wealth Advisors LLC1,753$76K0.0%-43.3%0.092%
2/4/2026Centric Wealth Management64,390$2.93M0.6%+5.9%3.389%
2/3/2026 International Assets Investment Management LLC700$30K0.0%N/A0.037%
2/2/2026 Oppenheimer Asset Management Inc.23,381$1.02M0.0%-10.9%1.231%
1/29/2026 D.A. Davidson & CO.55,168$2.40M0.0%+38.9%2.904%
1/29/2026 Obermeyer Wealth Partners13,923$605K0.0%-29.8%0.733%
1/23/2026 Clear Creek Financial Management LLC73,490$3.19M0.3%+3.3%3.868%
1/21/2026 Capital Investment Advisory Services LLC6,011$261K0.0%-31.6%0.316%
11/18/2025Advisory Services Network LLC800$34K0.0%N/A0.039%
11/17/2025Mariner LLC8,651$366K0.0%+19.3%0.422%
11/17/2025Citadel Advisors LLC14,724$624K0.0%+17.9%0.718%
11/17/2025Ausdal Financial Partners Inc.5,225$221K0.0%N/A0.255%
11/10/2025 EverSource Wealth Advisors LLC3,091$131K0.0%+25.1%0.151%
11/10/2025Convergence Financial LLC6,738$285K0.0%-5.0%0.329%
11/10/2025 Clear Creek Financial Management LLC71,143$3.01M0.3%+11.6%3.470%
11/6/2025Ameritas Advisory Services LLC2,940$125K0.0%+705.5%0.143%
11/6/2025 Oppenheimer Asset Management Inc.26,251$1.11M0.0%-7.3%1.281%
11/5/2025 Capital Investment Advisory Services LLC8,786$372K0.0%-44.0%0.429%
11/5/2025 Envestnet Asset Management Inc.228,052$9.66M0.0%+4.6%11.124%
11/4/2025Centric Wealth Management60,777$2.61M0.6%-2.8%2.965%
11/3/2025 Belpointe Asset Management LLC6,100$258K0.0%-9.0%0.298%
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10/29/2025 Wealth Enhancement Advisory Services LLC9,585$407K0.0%+13.8%0.468%
10/22/2025Geneos Wealth Management Inc.4,938$209K0.0%+10.7%0.241%
10/22/2025 D.A. Davidson & CO.39,722$1.68M0.0%+36.4%1.938%
9/4/2025Osaic Holdings Inc.48,507$1.93M0.0%-0.9%2.310%
8/14/2025Jane Street Group LLC7,293$290K0.0%-76.2%0.347%
8/13/2025 EverSource Wealth Advisors LLC2,471$98K0.0%+23.4%0.118%
8/12/2025Centric Wealth Management62,496$2.54M0.6%-1.3%2.976%
8/8/2025Rockefeller Capital Management L.P.76,050$3.03M0.0%-7.9%3.621%
8/8/2025Cetera Investment Advisers385,468$15.35M0.0%-3.5%18.356%
8/8/2025 Advisory Resource Group156,288$6.23M1.2%-12.2%7.442%
8/6/2025Convergence Financial LLC7,091$282K0.0%N/A0.338%
8/5/2025 Obermeyer Wealth Partners19,867$791K0.0%N/A0.946%
8/4/2025 Creative Financial Designs Inc. ADV2,774$110K0.0%+90.0%0.132%
8/1/2025 Envestnet Asset Management Inc.218,116$8.69M0.0%+0.2%10.145%
7/23/2025 Clear Creek Financial Management LLC63,728$2.54M0.2%N/A2.964%
7/11/2025 Farther Finance Advisors LLC3,545$141K0.0%N/A0.165%
7/10/2025 Wealth Enhancement Advisory Services LLC8,426$344K0.0%+12.1%0.392%
5/19/2025Jane Street Group LLC30,700$1.15M0.0%+381.1%1.364%
5/15/2025Centric Wealth Management63,329$2.37M0.6%+4.6%2.815%
5/7/2025LPL Financial LLC200,952$7.53M0.0%-0.9%8.931%
5/6/2025Cetera Investment Advisers399,393$14.96M0.0%-8.3%17.751%
5/6/2025Avantax Advisory Services Inc.26,944$1.01M0.0%+23.4%1.198%
4/29/2025Envestnet Asset Management Inc.217,728$8.16M0.0%+7.3%9.677%
4/29/2025Capital Investment Advisory Services LLC59,787$2.24M0.2%-12.7%2.657%
4/28/2025D.A. Davidson & CO.29,230$1.10M0.0%+12.4%1.299%
4/22/2025Cambridge Investment Research Advisors Inc.19,945$747K0.0%-16.9%0.886%
4/22/2025World Equity Group Inc.9,819$393K0.1%-62.7%0.436%
4/21/2025Advisory Resource Group178,084$6.67M1.4%-8.9%7.915%
4/16/2025Wealth Enhancement Advisory Services LLC7,514$281K0.0%-4.1%0.327%
3/17/2025Wealth Enhancement Advisory Services LLC7,836$297K0.0%N/A0.327%
2/17/2025Obermeyer Wealth Partners7,886$299K0.0%N/A0.329%
2/17/2025Cetera Investment Advisers435,767$16.52M0.0%+169.4%18.157%
2/14/2025Jane Street Group LLC6,381$242K0.0%N/A0.266%
2/13/2025Rockefeller Capital Management L.P.80,581$3.06M0.0%+10.5%3.358%
2/13/2025Envestnet Asset Management Inc.202,897$7.69M0.0%+3.4%8.454%
2/12/2025Centric Wealth Management60,562$2.30M0.6%+4.9%2.523%
2/11/2025LPL Financial LLC202,712$7.69M0.0%+1.0%8.446%
2/10/2025Commonwealth Equity Services LLC99,096$3.76M0.0%-3.8%4.129%
2/10/2025Avantax Advisory Services Inc.21,843$828K0.0%+8.5%0.910%
2/10/2025EverSource Wealth Advisors LLC1,828$69K0.0%+21.6%0.076%
2/7/2025HighTower Advisors LLC6,253$237K0.0%-96.0%0.261%
2/5/2025Oppenheimer Asset Management Inc.28,242$1.07M0.0%+11.1%1.177%
2/4/2025World Equity Group Inc.26,304$997K0.2%+167.9%1.096%
1/31/2025D.A. Davidson & CO.25,995$985K0.0%+21.4%1.083%
1/30/2025Aveo Capital Partners LLC27,315$1.04M0.1%-64.2%1.138%
1/28/2025Kestra Private Wealth Services LLC13,700$519K0.0%+2.4%0.571%
1/28/2025Advisory Resource Group195,456$7.41M1.6%-11.2%8.144%
1/23/2025Capital Investment Advisory Services LLC68,511$2.60M0.2%+3.8%2.855%
1/21/2025Geneos Wealth Management Inc.4,005$152K0.0%+22.3%0.167%
11/20/2024Advisory Resource Group220,111$8.81M1.9%-47.4%9.570%
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11/15/2024MML Investors Services LLC5,423$217K0.0%N/A0.236%
11/15/2024HighTower Advisors LLC155,341$6.22M0.0%-4.1%6.754%
11/14/2024Rockefeller Capital Management L.P.72,901$2.92M0.0%+20.9%3.170%
11/14/2024Centric Wealth Management57,734$2.31M0.6%+22.1%2.510%
11/13/2024D.A. Davidson & CO.21,405$857K0.0%+12.1%0.931%
11/6/2024Mirae Asset Securities USA Inc.36,429$1.46M0.1%N/A1.584%
11/6/2024Oppenheimer Asset Management Inc.25,423$1.02M0.0%+15.9%1.105%
10/30/2024World Equity Group Inc.9,819$393K0.1%+51.9%0.427%
10/28/2024Creative Financial Designs Inc. ADV1,660$66K0.0%-23.1%0.072%
10/24/2024Patriot Financial Group Insurance Agency LLC9,157$367K0.0%+35.8%0.398%


HERD Institutional Ownership - Frequently Asked Questions

During the previous two years, 42 institutional investors and hedge funds held shares of Pacer Cash Cows Fund of Funds ETF. The most heavily invested institutionals were Rockefeller Capital Management L.P. ($12.23M), LPL Financial LLC ($9.76M), Envestnet Asset Management Inc. ($9.66M), Cetera Investment Advisers ($9.66M), Advisory Resource Group ($6.21M), Clear Creek Financial Management LLC ($3.19M), and Osaic Holdings Inc. ($3.07M).Learn more on Pacer Cash Cows Fund of Funds ETF's institutional investors.

Of the 35 institutional investors that purchased Pacer Cash Cows Fund of Funds ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($3.87M), Cetera Investment Advisers ($288.13K), Rockefeller Capital Management L.P. ($229.21K), Clear Creek Financial Management LLC ($73.49K), Envestnet Asset Management Inc. ($59.89K), Jane Street Group LLC ($57.17K), and D.A. Davidson & CO. ($42.79K).

Institutional investors have bought a total of 359,808 shares in the last 24 months. This purchase volume represents approximately $15.58M in transactions.

Of the 15 institutional investors that sold Pacer Cash Cows Fund of Funds ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cetera Investment Advisers ($215.90K), Advisory Resource Group ($130.99K), Jane Street Group LLC ($23.41K), Capital Investment Advisory Services LLC ($9.69K), Rockefeller Capital Management L.P. ($6.53K), Obermeyer Wealth Partners ($5.90K), and Oppenheimer Asset Management Inc. ($4.93K).

Institutional investors have sold a total of 405,745 shares in the last 24 months. This volume of shares sold represents approximately $17.38M in transactions.


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This page (NASDAQ:HERD) was last updated on 8/5/2026 by MarketBeat.com Staff.
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