PCR US SM CP CSH CWS ETF-UsdCALFETF
13F holders, Q1 2024 (March 31)503holders
5famous investors
$49.12avg. 13F price*
At the end of Q1 2024, 503 institutions reported holding PCR US SM CP CSH CWS ETF-Usd (CALF) in their 13F filings. The largest holders were Bank of America Corp. ($1.6B), Morgan Stanley ($630.4M) and Wells Fargo & Company ($370.7M). 5 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- PCR US SM CP CSH CWS ETF-Usd
- Filed as
- PACER FDS TR (Q1 2024)
- CUSIP
- 69374H857
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 122 | $472.0M |
| Exits | 36 | $65.7M |
Ownership 503 holders
| Bank of America Corp. | 0.16% | Add +32.9% | 32,775,025 | $1.6B |
| Morgan Stanley | 0.05% | Add +27.6% | 12,823,460 | $630.4M |
| Wells Fargo & Company | 0.10% | Add +32.7% | 7,541,243 | $370.7M |
| LPL Financial LLC | 0.16% | Add +48.6% | 5,995,316 | $294.7M |
| Northwestern Mutual Wealth Management Co. | 0.26% | Add +22.9% | 5,054,373 | $248.5M |
| UBS Group AG | 0.08% | Add +73.0% | 4,665,441 | $229.4M |
| Raymond James Financial Services Advisors, Inc. | 0.26% | Add +41.0% | 3,591,583 | $176.6M |
| Stifel Financial Corp. | 0.17% | Add +28.1% | 3,110,900 | $152.9M |
| Raymond James & Associates | 0.08% | Add +39.0% | 2,517,631 | $123.8M |
| Osaic Holdings, Inc. | 0.27% | Add +39.4% | 2,473,578 | $121.3M |
| Royal Bank of Canada | 0.03% | Add +17.8% | 2,441,856 | $120.0M |
| Commonwealth Equity Services, LLC | 0.17% | Add +73.2% | 2,023,207 | $99.5M |
| Temasek Holdings (Private) Ltd | 0.52% | New | 1,918,747 | $94.3M |
| BW Gestao de Investimentos Ltda. | 8.31% | New | 1,880,000 | $92.4M |
| Harbour Investments, Inc. | 3.27% | Add +4.9% | 1,876,521 | $92.2M |
| Cambridge Investment Research Advisors, Inc. | 0.34% | Add +31.6% | 1,803,155 | $88.6M |
| Cetera Investment Advisers | 0.20% | Add +298.1% | 1,754,162 | $86.2M |
| Ameriprise Financial Inc. | 0.02% | Add +163.3% | 1,703,705 | $84.1M |
| Syntegra Private Wealth Group, LLC | 10.74% | Add +2.0% | 1,692,143 | $83.2M |
| Envestnet Asset Management Inc. | 0.03% | Add +48.4% | 1,671,456 | $82.2M |
| Benjamin F. Edwards & Company, Inc. | 1.48% | Add +24.5% | 1,654,480 | $81.3M |
| Amplius Wealth Advisors, LLC | 5.69% | Add +41.6% | 1,033,356 | $50.8M |
| Artemis Wealth Advisors, LLC | 7.50% | Reduce -12.6% | 903,434 | $44.4M |
| Janney Montgomery Scott LLC | 0.13% | Add +61.2% | 860,756 | $42.3M |
| MML Investors Services, LLC | 0.16% | Add +58.6% | 793,812 | $39.0M |
| Confluence Investment Management LLC | 0.52% | Add +17.0% | 788,662 | $38.8M |
| Kestra Advisory Services, LLC | 0.25% | Add +127.3% | 752,301 | $37.0M |
| Bogart Wealth, LLC | 1.82% | Add +54.1% | 718,773 | $35.3M |
| Mercer Global Advisors Inc. | 0.09% | Add +2383.6% | 672,855 | $33.1M |
| NewEdge Advisors, LLC | 0.29% | Add +37.2% | 666,636 | $32.8M |
| Rockefeller Capital Management L.P. | 0.09% | Add +82.5% | 627,654 | $30.9M |
| HighTower Advisors, LLC | 0.05% | Add +93.4% | 588,134 | $28.9M |
| Avantax Advisory Services, Inc. | 0.24% | Add +52.4% | 559,531 | $27.5M |
| JPMorgan Chase & Co. | 0.00% | Add +34.0% | 556,626 | $27.4M |
| HHM Wealth Advisors, LLC | 4.42% | Reduce -5.8% | 546,359 | $26.9M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Add +38.8% | 536,382 | $26.4M |
| Orion Porfolio Solutions, LLC | 0.28% | Reduce -22.0% | 533,698 | $26.2M |
| Orion Portfolio Solutions, LLC | 0.28% | Reduce -22.0% | 533,698 | $26.2M |
| Baird Financial Group, Inc. | 0.05% | Add +73.0% | 500,761 | $24.6M |
| SPX Gestao de Recursos Ltda | 2.11% | New | 490,265 | $24.1M |
| Procyon Advisors, LLC | 1.86% | Add +9.6% | 489,756 | $24.1M |
| Delta Investment Management, LLC | 5.27% | New | 471,875 | $23.2M |
| Tradition Wealth Management, LLC | 2.31% | Add +47.8% | 464,494 | $22.8M |
| Yeomans Consulting Group, Inc. | 9.71% | New | 451,039 | $22.2M |
| NewEdge Wealth, LLC | 0.49% | Add +15.4% | 474,592 | $22.0M |
| Boothe Investment Group, Inc. | 10.59% | New | 426,895 | $21.0M |
| CMC Financial Group | 29.49% | Add +5.0% | 425,363 | $20.9M |
| Thrivent Financial for Lutherans | 0.04% | Reduce -12.8% | 411,275 | $20.2M |
| Pasadena Private Wealth, LLC | 4.43% | Add +61.4% | 391,568 | $19.2M |
| Pacer Advisors, Inc. | 0.04% | Add +1.2% | 379,837 | $18.7M |
| Financial Management Network Inc. | 4.70% | Reduce -10.1% | 387,924 | $18.6M |
| Sage Private Wealth Group, LLC | 14.67% | Add +13.8% | 372,280 | $18.3M |
| Atria Wealth Solutions, Inc. | 0.21% | Add +61.7% | 371,869 | $18.3M |
| Teamwork Financial Advisors, LLC | 2.80% | Add +2801.3% | 370,415 | $18.2M |
| Equitable Holdings, Inc. | 0.20% | Add +21.8% | 358,426 | $17.6M |
| Independent Financial Group, LLC | 0.80% | Add +54.9% | 355,641 | $17.5M |
| Legacy CG, LLC | 6.09% | Add +5.0% | 341,682 | $16.8M |
| Grant Street Asset Management, Inc. | 5.41% | Add +280.0% | 338,562 | $16.6M |
| Buffington Mohr McNeal | 3.00% | Add +66.0% | 336,571 | $16.5M |
| Mariner, LLC | 0.03% | Add +13.7% | 333,470 | $16.4M |
| Conservest Capital Advisors, Inc. | 1.65% | New | 329,060 | $16.2M |
| Cibc World Market Inc. | 0.04% | Add +171.7% | 329,019 | $16.2M |
| Daymark Wealth Partners, LLC | 0.86% | Add +790.7% | 325,404 | $16.0M |
| Cornerstone Wealth Management, LLC | 1.28% | Add +9.0% | 321,648 | $15.8M |
| Howard Financial Services, LTD. | 2.69% | Add +10.5% | 318,076 | $15.6M |
| Stratos Wealth Partners, LTD. | 0.25% | Reduce -11.8% | 308,206 | $15.2M |
| Campbell Capital Management Inc. | 6.27% | Add +19.1% | 289,481 | $14.2M |
| Private Advisor Group, LLC | 0.10% | Add +24.3% | 280,158 | $13.8M |
| KPP Advisory Services LLC | 3.73% | New | 276,061 | $13.6M |
| Oppenheimer & Co. Inc. | 0.22% | Add +5.6% | 268,438 | $13.2M |
| Family Manage LLC | 2.38% | Add +4.5% | 261,945 | $12.9M |
| D. E. Shaw & Co. | 0.02% | Add +1181.7% | 260,193 | $12.8M |
| Moneywise, Inc. | 6.65% | Reduce -18.1% | 248,866 | $12.2M |
| Certified Advisory Corp | 1.68% | Add +17.7% | 244,121 | $12.0M |
| Wealth Group Ltd | 3.67% | Add +17.2% | 256,325 | $11.9M |
| Sharkey, Howes & Javer | 1.95% | Add +33.5% | 242,286 | $11.9M |
| D.A. Davidson & Co. | 0.11% | Add +122.4% | 239,206 | $11.8M |
| Avondale Wealth Management | 8.00% | Add +3.9% | 232,161 | $11.4M |
| Riversedge Advisors, LLC | 2.61% | Reduce -1.9% | 215,543 | $10.6M |
| Kickstand Ventures, Llc. | 2.75% | Add +82.1% | 197,708 | $9.7M |
| Madrona Financial Services, LLC | 3.32% | Add +4.4% | 194,159 | $9.5M |
| PFG Advisors | 0.69% | Add +11.1% | 192,203 | $9.4M |
| Financial Planning & Information Services, Inc. | 1.41% | Add +10.7% | 190,510 | $9.4M |
| Focus Financial Network, Inc. | 0.43% | — | 196,607 | $8.9M |
| Seneca House Advisors | 3.79% | Add +15.1% | 177,326 | $8.7M |
| HB Wealth Management, LLC | 0.11% | New | 176,434 | $8.7M |
| Atria Investments, Inc | 0.12% | Add +62.8% | 172,678 | $8.5M |
| Wealthcare Advisory Partners LLC | 0.24% | Add +76.3% | 151,442 | $7.4M |
| Wedbush Securities Inc. | 0.28% | Add +60.3% | 150,789 | $7.4M |
| Foundations Investment Advisors, LLC | 0.19% | Add +5.2% | 149,779 | $7.4M |
| BNC Wealth Management, LLC | 3.12% | New | 148,285 | $7.3M |
| Hirtle & Co., LLC | 0.35% | New | 144,694 | $7.1M |
| Holland Advisory Services, Inc. | 7.74% | Reduce -1.3% | 143,673 | $7.1M |
| Steward Partners Investment Advisory, LLC | 0.08% | Reduce -9.9% | 142,739 | $7.0M |
| Mgo One Seven LLC | 0.34% | Reduce -1.6% | 134,918 | $6.6M |
| Karpus Management, Inc. | 0.18% | Reduce -15.7% | 127,545 | $6.3M |
| Vestcor Inc | 0.21% | Add +89.4% | 126,136 | $6.2M |
| Nations Financial Group Inc, /Ia/ | 0.52% | Add +8.0% | 125,167 | $6.2M |
| J.W. Cole Advisors, Inc. | 0.31% | Add +83.6% | 124,965 | $6.1M |
| Adapt Wealth Advisors, LLC | 4.29% | — | 122,556 | $6.0M |
"% of holder's portfolio" is CALF's weight in each manager's 13F, not the share of PCR US SM CP CSH CWS ETF-Usd the manager owns.