PCR US SM CP CSH CWS ETF-UsdCALFETF
13F holders, Q1 2025 (March 31)442holders −99
23new positions
117sold out
3famous investors
$37.49avg. 13F price*
At the end of Q1 2025, 442 institutions reported holding PCR US SM CP CSH CWS ETF-Usd (CALF) in their 13F filings, down 99 from Q4 2024. 23 opened new positions and 117 sold out. The largest holders were Bank of America Corp. ($748.1M), Morgan Stanley ($337.9M) and LPL Financial LLC ($183.3M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- PCR US SM CP CSH CWS ETF-Usd
- Filed as
- PACER FDS TR (Q1 2025)
- CUSIP
- 69374H857
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $19.1M |
| Exits | 117 | $190.3M |
All 13F filers, Q4 2024 → Q1 2025: 1,766,258 shares bought and 37,626,065 shares sold, net −35,859,807 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 442 holders
| Bank of America Corp. | 0.07% | Reduce -33.8% | 19,949,192 | $748.1M |
| Morgan Stanley | 0.02% | Reduce -17.2% | 9,011,261 | $337.9M |
| LPL Financial LLC | 0.07% | Reduce -23.6% | 4,888,811 | $183.3M |
| Wells Fargo & Company | 0.04% | Reduce -44.8% | 4,348,920 | $163.1M |
| Raymond James Financial Inc. | 0.06% | Reduce -33.4% | 3,896,631 | $146.1M |
| UBS Group AG | 0.02% | Reduce -35.0% | 2,804,991 | $105.2M |
| Northwestern Mutual Wealth Management Co. | 0.09% | Reduce -31.9% | 2,774,172 | $104.0M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -10.9% | 1,962,648 | $73.6M |
| Harbour Investments, Inc. | 2.02% | Reduce -9.8% | 1,888,115 | $70.8M |
| Ameriprise Financial Inc. | 0.02% | Reduce -25.9% | 1,763,061 | $65.4M |
| Cetera Investment Advisers | 0.13% | Reduce -0.2% | 1,732,413 | $65.0M |
| Royal Bank of Canada | 0.01% | Reduce -36.5% | 1,592,836 | $59.7M |
| Commonwealth Equity Services, LLC | 0.08% | Reduce -19.3% | 1,536,733 | $57.6M |
| Osaic Holdings, Inc. | 0.12% | Reduce -24.1% | 1,431,923 | $53.7M |
| Cambridge Investment Research Advisors, Inc. | 0.16% | Reduce -25.1% | 1,245,463 | $46.7M |
| MML Investors Services, LLC | 0.12% | Reduce -4.4% | 954,397 | $35.8M |
| Avantax Advisory Services, Inc. | 0.20% | Reduce -4.6% | 889,492 | $33.4M |
| HHM Wealth Advisors, LLC | 3.92% | Add +21.0% | 776,604 | $29.1M |
| Jones Financial Companies LLLP | 0.03% | Add +10.6% | 747,849 | $28.0M |
| Stifel Financial Corp. | 0.03% | Reduce -30.9% | 686,804 | $25.8M |
| Kestra Advisory Services, LLC | 0.11% | Reduce -32.6% | 624,003 | $23.4M |
| Rockefeller Capital Management L.P. | 0.06% | Reduce -38.9% | 616,381 | $23.1M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -49.6% | 606,484 | $22.7M |
| NewEdge Advisors, LLC | 0.13% | Reduce -28.1% | 564,262 | $21.2M |
| Baird Financial Group, Inc. | 0.04% | Reduce -27.5% | 541,708 | $20.3M |
| Modern Wealth Management, LLC | 0.55% | Add +16.0% | 454,645 | $17.0M |
| Janney Montgomery Scott LLC | 0.05% | Reduce -46.9% | 447,199 | $16.8M |
| Citadel Advisors | 0.02% | Add +103.8% | 421,083 | $15.8M |
| Pacer Advisors, Inc. | 0.04% | Add +2.3% | 414,866 | $15.6M |
| Atria Wealth Solutions, Inc. | 0.17% | Reduce -4.5% | 386,518 | $14.5M |
| Howard Financial Services, LTD. | 1.96% | Reduce -13.5% | 384,417 | $14.4M |
| HighTower Advisors, LLC | 0.02% | Reduce -18.7% | 363,680 | $13.6M |
| Compass Advisory Group LLC | 4.66% | Reduce -1.6% | 357,157 | $13.4M |
| Mariner, LLC | 0.02% | Add +0.5% | 350,089 | $13.1M |
| Cornerstone Wealth Management, LLC | 0.88% | Add +0.0% | 345,559 | $13.0M |
| Private Advisor Group, LLC | 0.07% | Reduce -27.6% | 315,163 | $11.8M |
| Wealth Group Ltd | 3.38% | Reduce -5.9% | 307,807 | $11.5M |
| Family Manage LLC | 1.83% | Add +0.2% | 294,715 | $11.1M |
| BW Gestao de Investimentos Ltda. | 1.24% | Reduce -29.7% | 291,259 | $10.9M |
| Procyon Advisors, LLC | 0.65% | Reduce -34.5% | 285,954 | $10.7M |
| Sanctuary Advisors, LLC | 0.07% | Add +3.7% | 256,565 | $9.6M |
| Fearless Solutions, LLC dba Best Invest | 7.12% | Reduce -3.3% | 244,322 | $9.2M |
| Equitable Holdings, Inc. | 0.09% | Reduce -31.8% | 240,713 | $9.0M |
| D.A. Davidson & Co. | 0.07% | Reduce -35.6% | 228,284 | $8.6M |
| Avondale Wealth Management | 5.38% | Reduce -10.1% | 227,969 | $8.5M |
| 626 Financial, LLC | 4.35% | Add +63.9% | 225,356 | $8.5M |
| Seneca House Advisors | 3.38% | Reduce -1.5% | 211,531 | $7.9M |
| BlueStem Wealth Partners, LLC | 1.05% | Reduce -47.7% | 204,721 | $7.7M |
| Independent Financial Group, LLC | 0.26% | Reduce -52.6% | 200,442 | $7.5M |
| PFG Advisors | 0.41% | Reduce -8.6% | 197,341 | $7.4M |
| Focus Financial Network, Inc. | 0.30% | Add +1.0% | 192,579 | $7.2M |
| &partners | 0.08% | Reduce -5.8% | 193,009 | $7.2M |
| KPP Advisory Services LLC | 1.34% | Reduce -12.0% | 188,401 | $7.1M |
| Code Waechter LLC | 5.68% | Add +13.2% | 184,096 | $6.9M |
| PSI Advisors, LLC | 2.16% | Reduce -1.1% | 177,421 | $6.7M |
| Atria Investments, Inc | 0.09% | Add +18.2% | 177,013 | $6.6M |
| Conservest Capital Advisors, Inc. | 0.70% | Reduce -53.0% | 176,702 | $6.6M |
| Clark Capital Management Group, Inc. | 0.05% | Add +48.1% | 175,642 | $6.6M |
| Wedbush Securities Inc. | 0.22% | Reduce -0.0% | 162,001 | $6.1M |
| Long Island Wealth Management, Inc. | 3.56% | Add +28.2% | 155,767 | $5.8M |
| Tradition Wealth Management, LLC | 0.51% | Reduce -63.5% | 155,393 | $5.8M |
| Steward Partners Investment Advisory, LLC | 0.05% | Reduce -0.2% | 146,063 | $5.5M |
| IHT Wealth Management, LLC | 0.16% | Reduce -3.5% | 139,969 | $5.2M |
| Oppenheimer & Co. Inc. | 0.07% | Reduce -7.6% | 131,415 | $4.9M |
| Nations Financial Group Inc, /Ia/ | 0.36% | Reduce -2.1% | 124,280 | $4.7M |
| J.W. Cole Advisors, Inc. | 0.13% | Reduce -23.5% | 113,374 | $4.3M |
| Susquehanna International Group, LLP | 0.01% | Reduce -68.4% | 112,443 | $4.2M |
| Attessa Capital LLC | 2.70% | Add +5.7% | 110,087 | $4.1M |
| Bleakley Financial Group, LLC | 0.13% | New | 108,595 | $4.1M |
| Ausdal Financial Partners, Inc. | 0.31% | Add +7.4% | 108,309 | $4.1M |
| Inlight Wealth Management, LLC | 2.43% | Reduce -8.4% | 104,656 | $3.9M |
| Kellett Wealth Advisors, LLC | 2.71% | Reduce -3.8% | 104,357 | $3.9M |
| Kestra Private Wealth Services, LLC | 0.07% | Reduce -27.0% | 104,219 | $3.9M |
| Cozad Asset Management Inc. | 0.38% | Add +3.9% | 102,055 | $3.8M |
| Instrumental Wealth, LLC | 3.45% | Add +12.0% | 106,345 | $3.8M |
| Certified Advisory Corp | 0.42% | Reduce -44.2% | 99,462 | $3.7M |
| Advisory Services Network, LLC | 0.07% | Add +12.7% | 98,878 | $3.7M |
| HBW Advisory Services LLC | 0.52% | Add +7.5% | 97,441 | $3.7M |
| Clarus Wealth Advisors | 1.95% | New | 103,409 | $3.6M |
| Copley Financial Group, Inc. | 2.75% | Add +5.9% | 95,931 | $3.6M |
| One Plus One Wealth Management, LLC | 1.96% | Add +8.1% | 95,734 | $3.6M |
| IFP Advisors, Inc | 0.11% | Reduce -3.3% | 92,826 | $3.5M |
| Moneco Advisors, LLC | 0.36% | Reduce -27.4% | 92,816 | $3.5M |
| Stratos Wealth Partners, LTD. | 0.05% | Reduce -68.7% | 91,867 | $3.4M |
| Plan Group Financial, LLC | 1.23% | Reduce -0.1% | 91,510 | $3.4M |
| Atlas Wealth LLC | 1.86% | Reduce -3.0% | 91,058 | $3.4M |
| Trustmark Bank Trust Department | 0.25% | Reduce -15.8% | 90,896 | $3.4M |
| Moneywise, Inc. | 1.80% | Reduce -20.6% | 90,642 | $3.4M |
| Aspen Wealth Strategies, LLC | 2.19% | Reduce -24.6% | 88,933 | $3.3M |
| 1 North Wealth Services LLC | 1.50% | Reduce -16.9% | 86,394 | $3.2M |
| Prospera Financial Services Inc | 0.07% | Reduce -31.2% | 85,313 | $3.2M |
| Financial Management Network Inc. | 0.70% | Reduce -58.8% | 94,233 | $3.1M |
| Concurrent Investment Advisors, LLC | 0.07% | Add +137.6% | 81,683 | $3.1M |
| Clay Northam Wealth Management, LLC | 2.13% | Add +6.1% | 81,074 | $3.0M |
| EverSource Wealth Advisors, LLC | 0.17% | Add +3.7% | 80,905 | $3.0M |
| Benjamin Edwards Inc. | 0.04% | Reduce -40.5% | 80,254 | $3.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -65.6% | 76,821 | $2.9M |
| Captrust Financial Advisors | 0.01% | Add +5.7% | 75,917 | $2.8M |
| Sigma Planning Corp | 0.09% | Reduce -17.3% | 74,626 | $2.8M |
| Integrity Alliance, Llc. | 0.11% | Add +589.2% | 74,059 | $2.8M |
"% 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.