PCR US SM CP CSH CWS ETF-UsdCALFETF
13F holders, Q4 2025 (December 31)402holders
28new positions
49sold out
4famous investors
$44.39avg. 13F price*
At the end of Q4 2025, 402 institutions reported holding PCR US SM CP CSH CWS ETF-Usd (CALF) in their 13F filings, unchanged from Q3 2025. 28 opened new positions and 49 sold out. The largest holders were Bank of America Corp. ($526.4M), Morgan Stanley ($212.7M) and LPL Financial LLC ($158.3M). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- PCR US SM CP CSH CWS ETF-Usd
- Filed as
- PACER FDS TR (Q4 2025)
- CUSIP
- 69374H857
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $5.9M |
| Exits | 49 | $27.8M |
All 13F filers, Q3 2025 → Q4 2025: 1,455,966 shares bought and 6,963,628 shares sold, net −5,507,662 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 402 holders
| Bank of America Corp. | 0.04% | Reduce -10.9% | 11,863,750 | $526.4M |
| Morgan Stanley | 0.01% | Reduce -8.6% | 4,794,585 | $212.7M |
| LPL Financial LLC | 0.04% | Reduce -8.9% | 3,566,757 | $158.3M |
| Raymond James Financial Inc. | 0.03% | Reduce -15.6% | 2,316,267 | $102.8M |
| Wells Fargo & Company | 0.02% | Reduce -3.4% | 2,252,621 | $99.9M |
| Cetera Investment Advisers | 0.09% | Reduce -9.8% | 1,923,080 | $85.3M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Reduce -7.3% | 1,596,474 | $70.8M |
| UBS Group AG | 0.01% | Reduce -8.3% | 1,215,187 | $53.9M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -17.4% | 1,101,484 | $48.9M |
| Royal Bank of Canada | 0.01% | Reduce -13.8% | 961,227 | $42.6M |
| Jones Financial Companies LLLP | 0.02% | Reduce -0.8% | 777,998 | $34.5M |
| HHM Wealth Advisors, LLC | 3.97% | Reduce -4.0% | 758,980 | $33.7M |
| Osaic Holdings, Inc. | 0.05% | Reduce -36.1% | 755,071 | $33.5M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -11.7% | 751,751 | $33.4M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Reduce -13.0% | 729,314 | $32.4M |
| Rockefeller Capital Management L.P. | 0.05% | Add +47.9% | 610,219 | $27.1M |
| Two Sigma Investments, LP | 0.04% | Add +5013.9% | 588,100 | $26.1M |
| MML Investors Services, LLC | 0.06% | Reduce -4.6% | 541,033 | $24.0M |
| D.A. Davidson & Co. | 0.13% | Reduce -7.6% | 491,663 | $21.8M |
| Janney Montgomery Scott LLC | 0.05% | Reduce -2.8% | 449,646 | $20.0M |
| Kestra Advisory Services, LLC | 0.08% | Add +26.4% | 428,828 | $19.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -23.7% | 426,644 | $18.9M |
| Compass Advisory Group LLC | 4.95% | Add +0.4% | 410,134 | $18.3M |
| Baird Financial Group, Inc. | 0.03% | Reduce -18.0% | 405,852 | $18.0M |
| Stifel Financial Corp. | 0.02% | Reduce -2.0% | 386,982 | $17.2M |
| Pacer Advisors, Inc. | 0.04% | Reduce -7.8% | 374,785 | $16.6M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -10.5% | 362,301 | $16.5M |
| BlueStem Wealth Partners, LLC | 1.69% | Add +44.8% | 345,837 | $15.3M |
| Steward Partners Investment Advisory, LLC | 0.07% | Add +0.0% | 291,341 | $12.9M |
| Modern Wealth Management, LLC | 0.22% | Reduce -32.9% | 276,992 | $12.3M |
| HighTower Advisors, LLC | 0.01% | Reduce -2.9% | 254,256 | $11.3M |
| Procyon Advisors, LLC | 0.52% | Reduce -7.0% | 236,026 | $10.5M |
| Fearless Solutions, LLC dba Best Invest | 6.25% | Reduce -2.0% | 232,552 | $10.3M |
| Cornerstone Wealth Management, LLC | 0.53% | Reduce -42.0% | 229,298 | $10.2M |
| Howard Financial Services, LTD. | 1.09% | Reduce -11.8% | 210,377 | $9.3M |
| NewEdge Advisors, LLC | 0.03% | Add +17.8% | 197,748 | $8.8M |
| Mariner, LLC | 0.01% | Reduce -8.4% | 187,084 | $8.3M |
| Long Island Wealth Management, Inc. | 3.81% | Add +1.0% | 181,519 | $8.1M |
| PSI Advisors, LLC | 1.92% | Reduce -2.2% | 170,541 | $7.6M |
| Family Manage LLC | 0.78% | Reduce -37.3% | 139,879 | $6.2M |
| &partners | 0.03% | Reduce -16.9% | 128,714 | $5.7M |
| Nations Financial Group Inc, /Ia/ | 0.28% | Add +4.2% | 118,152 | $5.2M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -7.1% | 115,306 | $5.1M |
| Clarus Wealth Advisors | 2.01% | Add +0.1% | 106,079 | $4.8M |
| Kestra Private Wealth Services, LLC | 0.06% | Reduce -1.5% | 109,033 | $4.8M |
| Private Advisor Group, LLC | 0.02% | Reduce -29.4% | 107,635 | $4.8M |
| Carter Financial Group, INC. | 2.82% | Add +4.5% | 106,498 | $4.8M |
| Equitable Holdings, Inc. | 0.03% | Reduce -16.4% | 105,289 | $4.7M |
| Oppenheimer & Co. Inc. | 0.07% | Reduce -4.0% | 104,037 | $4.6M |
| Ausdal Financial Partners, Inc. | 0.20% | Reduce -5.4% | 98,203 | $4.4M |
| BCS Wealth Management | 0.44% | Add +110.0% | 97,680 | $4.3M |
| Econ Financial Services Corp | 2.00% | Add +12.9% | 90,086 | $4.0M |
| Summit Financial, LLC | 0.06% | Reduce -5.1% | 88,713 | $4.0M |
| J.W. Cole Advisors, Inc. | 0.09% | Reduce -9.3% | 87,941 | $3.9M |
| Certified Advisory Corp | 0.34% | Reduce -12.5% | 82,846 | $3.7M |
| EverSource Wealth Advisors, LLC | 0.13% | Reduce -5.6% | 82,305 | $3.7M |
| Keystone Financial Services, LLC | 2.48% | Add +2.0% | 82,220 | $3.6M |
| National Bank of Canada | 0.00% | Add +5.3% | 78,736 | $3.5M |
| Inlight Wealth Management, LLC | 1.27% | Reduce -12.0% | 78,005 | $3.5M |
| Centaurus Financial, Inc. | 0.16% | Add +3.1% | 77,063 | $3.4M |
| Independent Financial Group, LLC | 0.07% | Add +5.8% | 75,350 | $3.3M |
| Clay Northam Wealth Management, LLC | 1.83% | Reduce -8.7% | 74,245 | $3.3M |
| Wealthcare Advisory Partners LLC | 0.06% | Add +9.7% | 73,619 | $3.3M |
| Atlas Wealth LLC | 1.26% | Reduce -0.3% | 71,272 | $3.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +26.0% | 69,417 | $3.1M |
| Integrity Alliance, Llc. | 0.11% | Add +2.3% | 68,496 | $3.0M |
| Cozad Asset Management Inc. | 0.23% | Reduce -7.4% | 66,470 | $2.9M |
| Concurrent Investment Advisors, LLC | 0.03% | Reduce -3.5% | 66,210 | $2.9M |
| Verus Capital Partners, LLC | 0.19% | Add +26.7% | 64,312 | $2.9M |
| Investor's Fiduciary Advisor Network, LLC | 0.59% | Reduce -8.7% | 62,269 | $2.8M |
| Ellis Investment Partners, LLC | 0.48% | Reduce -0.8% | 61,556 | $2.7M |
| Captrust Financial Advisors | 0.01% | Reduce -9.4% | 61,384 | $2.7M |
| Anson Capital, Inc. | 1.96% | Reduce -6.4% | 60,669 | $2.7M |
| Stratos Wealth Advisors, LLC | 0.13% | Add +7.6% | 59,974 | $2.7M |
| Citadel Advisors | 0.00% | Reduce -38.9% | 59,739 | $2.7M |
| Moneta Group Investment Advisors LLC | 0.02% | Reduce -15.8% | 58,421 | $2.6M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -19.1% | 57,549 | $2.6M |
| Premier Path Wealth Partners, LLC | 0.32% | Reduce -6.8% | 56,507 | $2.5M |
| IHT Wealth Management, LLC | 0.06% | Reduce -13.0% | 54,804 | $2.4M |
| Geneos Wealth Management Inc. | 0.06% | Reduce -1.7% | 52,060 | $2.3M |
| Copia Wealth Management | 1.65% | Reduce -9.1% | 51,971 | $2.3M |
| Corient Private Wealth LP | 0.00% | Reduce -36.4% | 51,777 | $2.3M |
| Barrett & Company, Inc. | 0.76% | Reduce -5.6% | 51,519 | $2.3M |
| First PREMIER Bank | 0.50% | Reduce -16.7% | 49,500 | $2.2M |
| Prospera Financial Services Inc | 0.04% | Reduce -6.1% | 48,893 | $2.2M |
| U.S. Capital Wealth Advisors, LLC | 0.06% | Reduce -17.0% | 48,774 | $2.2M |
| Cassady Wealth & Retirement Planning, LLC | 1.39% | — | 47,881 | $2.1M |
| Trustmark Bank Trust Department | 0.13% | Reduce -5.8% | 47,533 | $2.1M |
| DAVENPORT & Co LLC | 0.01% | Reduce -4.7% | 47,362 | $2.1M |
| ETF Store, Inc. | 2.09% | Add +4.0% | 46,218 | $2.1M |
| Gotham Asset Management | 0.01% | Add +24.1% | 46,089 | $2.0M |
| American Financial & Tax Strategies Inc. | 1.02% | Add +1.9% | 45,928 | $2.0M |
| Drive Wealth Management, LLC | 0.39% | Reduce -8.2% | 44,971 | $2.0M |
| Benjamin Edwards Inc. | 0.02% | Reduce -31.0% | 43,443 | $1.9M |
| Sigma Planning Corp | 0.05% | Reduce -5.4% | 43,416 | $1.9M |
| Claro Advisors Inc. | 0.25% | Reduce -2.1% | 42,135 | $1.9M |
| Bleakley Financial Group, LLC | 0.03% | Reduce -78.4% | 41,653 | $1.8M |
| Visionary Wealth Advisors | 0.08% | Reduce -3.7% | 41,506 | $1.8M |
| Mitchell McLeod Pugh & Williams Inc. | 0.26% | Reduce -11.0% | 39,176 | $1.8M |
| Chicago Partners Investment Group LLC | 0.04% | Reduce -10.2% | 39,665 | $1.8M |
"% 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.