PCR US SM CP CSH CWS ETF-UsdCALFETF
13F holders, Q3 2025 (September 30)402holders −13
40new positions
45sold out
3famous investors
$43.78avg. 13F price*
At the end of Q3 2025, 402 institutions reported holding PCR US SM CP CSH CWS ETF-Usd (CALF) in their 13F filings, down 13 from Q2 2025. 40 opened new positions and 45 sold out. The largest holders were Bank of America Corp. ($583.2M), Morgan Stanley ($229.5M) and LPL Financial LLC ($171.3M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- PCR US SM CP CSH CWS ETF-Usd
- Filed as
- PACER FDS TR (Q3 2025)
- CUSIP
- 69374H857
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $35.7M |
| Exits | 45 | $36.5M |
All 13F filers, Q2 2025 → Q3 2025: 1,986,577 shares bought and 10,374,427 shares sold, net −8,387,850 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 402 holders
| Bank of America Corp. | 0.04% | Reduce -13.1% | 13,321,455 | $583.2M |
| Morgan Stanley | 0.01% | Reduce -9.3% | 5,243,225 | $229.5M |
| LPL Financial LLC | 0.05% | Reduce -12.4% | 3,913,836 | $171.3M |
| Raymond James Financial Inc. | 0.04% | Reduce -11.6% | 2,745,694 | $120.2M |
| Wells Fargo & Company | 0.02% | Reduce -16.7% | 2,331,416 | $102.1M |
| Cetera Investment Advisers | 0.11% | Add +40.4% | 2,132,876 | $93.4M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Reduce -25.6% | 1,722,851 | $75.4M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -22.9% | 1,333,204 | $58.4M |
| UBS Group AG | 0.01% | Reduce -27.1% | 1,325,126 | $58.0M |
| Osaic Holdings, Inc. | 0.07% | Reduce -3.3% | 1,180,986 | $51.4M |
| Royal Bank of Canada | 0.01% | Reduce -6.8% | 1,115,615 | $48.8M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -19.2% | 851,233 | $37.3M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Reduce -18.7% | 838,284 | $36.7M |
| HHM Wealth Advisors, LLC | 4.00% | Reduce -3.5% | 790,745 | $34.6M |
| Jones Financial Companies LLLP | 0.02% | Add +6.8% | 784,053 | $34.6M |
| MML Investors Services, LLC | 0.07% | Reduce -40.4% | 567,011 | $24.8M |
| Ameriprise Financial Inc. | 0.01% | Reduce -29.1% | 559,130 | $24.5M |
| D.A. Davidson & Co. | 0.15% | Add +54.1% | 532,314 | $23.3M |
| Baird Financial Group, Inc. | 0.03% | Reduce -4.2% | 494,861 | $21.7M |
| Janney Montgomery Scott LLC | 0.05% | Reduce -5.2% | 462,343 | $20.2M |
| Modern Wealth Management, LLC | 0.36% | Reduce -12.2% | 413,065 | $18.1M |
| Rockefeller Capital Management L.P. | 0.04% | Add +13.6% | 412,546 | $18.1M |
| Compass Advisory Group LLC | 5.02% | Add +2.7% | 408,326 | $17.9M |
| Pacer Advisors, Inc. | 0.05% | Reduce -7.1% | 406,503 | $17.8M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -11.3% | 404,846 | $17.6M |
| Cornerstone Wealth Management, LLC | 0.96% | Add +7.7% | 395,133 | $17.3M |
| Stifel Financial Corp. | 0.02% | Reduce -32.0% | 395,016 | $17.3M |
| Kestra Advisory Services, LLC | 0.07% | Reduce -41.8% | 339,186 | $14.8M |
| Steward Partners Investment Advisory, LLC | 0.07% | Add +1.4% | 291,284 | $12.8M |
| HighTower Advisors, LLC | 0.01% | Reduce -16.3% | 261,907 | $11.5M |
| Procyon Advisors, LLC | 0.66% | Reduce -1.3% | 253,915 | $11.1M |
| BlueStem Wealth Partners, LLC | 1.20% | Reduce -12.9% | 238,790 | $10.5M |
| Howard Financial Services, LTD. | 1.28% | Reduce -17.5% | 238,585 | $10.4M |
| Fearless Solutions, LLC dba Best Invest | 6.66% | Reduce -1.2% | 237,326 | $10.4M |
| Family Manage LLC | 1.35% | Reduce -20.8% | 223,075 | $9.8M |
| Mariner, LLC | 0.01% | Reduce -26.6% | 204,171 | $8.9M |
| Bleakley Financial Group, LLC | 0.20% | Add +13.7% | 192,553 | $8.4M |
| Long Island Wealth Management, Inc. | 3.83% | Reduce -0.7% | 179,775 | $7.9M |
| PSI Advisors, LLC | 1.98% | New | 174,352 | $7.6M |
| NewEdge Advisors, LLC | 0.03% | Reduce -45.9% | 167,825 | $7.3M |
| &partners | 0.04% | Reduce -11.8% | 154,912 | $6.8M |
| Private Advisor Group, LLC | 0.03% | Reduce -40.4% | 152,449 | $6.7M |
| Equitable Holdings, Inc. | 0.04% | Reduce -12.9% | 125,955 | $5.5M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -12.0% | 124,074 | $5.4M |
| PFG Advisors | 0.21% | Add +1.9% | 114,427 | $5.0M |
| Nations Financial Group Inc, /Ia/ | 0.31% | Add +1.7% | 113,417 | $5.0M |
| Kestra Private Wealth Services, LLC | 0.06% | Add +19.1% | 110,701 | $4.8M |
| Oppenheimer & Co. Inc. | 0.06% | Reduce -8.9% | 108,433 | $4.7M |
| Clarus Wealth Advisors | 2.07% | Reduce -1.7% | 106,010 | $4.7M |
| GTS Securities LLC | 0.17% | Reduce -48.9% | 104,022 | $4.6M |
| Ausdal Financial Partners, Inc. | 0.22% | Add +4.6% | 103,828 | $4.5M |
| Instrumental Wealth, LLC | 3.17% | Reduce -4.1% | 104,305 | $4.5M |
| Carter Financial Group, INC. | 2.70% | Add +5.0% | 101,934 | $4.5M |
| Citadel Advisors | 0.00% | Reduce -10.2% | 97,826 | $4.3M |
| J.W. Cole Advisors, Inc. | 0.08% | Reduce -23.6% | 96,967 | $4.2M |
| Certified Advisory Corp | 0.39% | Reduce -9.6% | 94,729 | $4.1M |
| Wealth Group Ltd | 0.95% | Reduce -48.1% | 93,901 | $4.1M |
| Summit Financial, LLC | 0.06% | New | 93,492 | $4.1M |
| Inlight Wealth Management, LLC | 1.82% | Reduce -9.8% | 88,609 | $3.9M |
| EverSource Wealth Advisors, LLC | 0.15% | Reduce -0.8% | 87,149 | $3.8M |
| HUB Investment Partners, LLC | 0.14% | New | 86,922 | $3.8M |
| Corient Private Wealth LP | 0.01% | New | 81,355 | $3.6M |
| Clay Northam Wealth Management, LLC | 2.03% | Add +1.5% | 81,344 | $3.6M |
| Bright Futures Wealth Management, LLC. | 2.80% | — | 80,984 | $3.5M |
| Keystone Financial Services, LLC | 2.47% | Add +3.8% | 80,608 | $3.5M |
| Econ Financial Services Corp | 1.74% | New | 79,811 | $3.5M |
| National Bank of Canada | 0.00% | Add +3.6% | 74,774 | $3.3M |
| Centaurus Financial, Inc. | 0.15% | Add +0.2% | 74,745 | $3.3M |
| Cozad Asset Management Inc. | 0.25% | Reduce -5.5% | 71,769 | $3.1M |
| Atlas Wealth LLC | 1.33% | Reduce -0.6% | 71,458 | $3.1M |
| Independent Financial Group, LLC | 0.07% | Reduce -20.8% | 71,201 | $3.1M |
| Stratos Wealth Partners, LTD. | 0.04% | Reduce -6.3% | 71,107 | $3.1M |
| Moneta Group Investment Advisors LLC | 0.02% | New | 69,366 | $3.0M |
| Concurrent Investment Advisors, LLC | 0.05% | Reduce -4.0% | 68,609 | $3.0M |
| Investor's Fiduciary Advisor Network, LLC | 1.01% | Add +1.3% | 68,217 | $3.0M |
| Captrust Financial Advisors | 0.01% | Reduce -1.4% | 67,785 | $3.0M |
| Wealthcare Advisory Partners LLC | 0.06% | Reduce -3.4% | 67,095 | $2.9M |
| Integrity Alliance, Llc. | 0.14% | Reduce -29.6% | 66,976 | $2.9M |
| Anson Capital, Inc. | 2.13% | Add +1.7% | 64,840 | $2.8M |
| Moneywise, Inc. | 1.26% | Reduce -4.4% | 63,391 | $2.8M |
| IHT Wealth Management, LLC | 0.07% | Reduce -54.3% | 62,982 | $2.8M |
| Benjamin Edwards Inc. | 0.03% | Reduce -5.3% | 62,970 | $2.8M |
| Ellis Investment Partners, LLC | 0.49% | Add +5.2% | 62,064 | $2.7M |
| Premier Path Wealth Partners, LLC | 0.34% | Add +3.9% | 60,632 | $2.7M |
| First PREMIER Bank | 0.59% | Add +0.6% | 59,397 | $2.6M |
| U.S. Capital Wealth Advisors, LLC | 0.07% | Reduce -12.0% | 58,753 | $2.6M |
| Copia Wealth Management | 1.86% | Reduce -2.8% | 57,151 | $2.5M |
| One Plus One Wealth Management, LLC | 1.22% | Reduce -15.1% | 57,110 | $2.5M |
| National Wealth Management Group, LLC | 0.92% | Reduce -10.3% | 55,952 | $2.4M |
| Stratos Wealth Advisors, LLC | 0.12% | Add +16.7% | 55,730 | $2.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -15.5% | 55,102 | $2.4M |
| Barrett & Company, Inc. | 0.82% | Add +3.6% | 54,584 | $2.4M |
| Geneos Wealth Management Inc. | 0.06% | Reduce -14.4% | 52,948 | $2.3M |
| Prospera Financial Services Inc | 0.04% | Reduce -24.5% | 52,084 | $2.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -13.5% | 51,178 | $2.2M |
| Verus Capital Partners, LLC | 0.17% | Add +47.3% | 50,774 | $2.2M |
| Trustmark Bank Trust Department | 0.14% | Reduce -38.2% | 50,454 | $2.2M |
| Smart Portfolios, LLC | 2.12% | Reduce -0.5% | 50,183 | $2.2M |
| DAVENPORT & Co LLC | 0.01% | Add +19.4% | 49,683 | $2.2M |
| Drive Wealth Management, LLC | 0.45% | Reduce -2.1% | 48,963 | $2.1M |
"% 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.