PCR US SM CP CSH CWS ETF-UsdCALFETF
13F holders, Q1 2026 (March 31)391holders −11
27new positions
39sold out
2famous investors
$44.86avg. 13F price*
At the end of Q1 2026, 391 institutions reported holding PCR US SM CP CSH CWS ETF-Usd (CALF) in their 13F filings, down 11 from Q4 2025. 27 opened new positions and 39 sold out. The largest holders were Bank of America Corp. ($493.7M), Morgan Stanley ($186.8M) and LPL Financial LLC ($140.8M). 2 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management'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 (Q1 2026)
- CUSIP
- 69374H857
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $8.3M |
| Exits | 39 | $11.9M |
All 13F filers, Q4 2025 → Q1 2026: 1,338,716 shares bought and 7,568,479 shares sold, net −6,229,763 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 391 holders
| Bank of America Corp. | 0.04% | Reduce -7.3% | 11,003,225 | $493.7M |
| Morgan Stanley | 0.01% | Reduce -13.2% | 4,163,623 | $186.8M |
| LPL Financial LLC | 0.04% | Reduce -12.0% | 3,137,746 | $140.8M |
| Cetera Investment Advisers | 0.09% | Reduce -4.4% | 1,838,316 | $82.5M |
| Raymond James Financial Inc. | 0.02% | Reduce -29.3% | 1,636,696 | $73.4M |
| Wells Fargo & Company | 0.01% | Reduce -29.6% | 1,585,707 | $71.2M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Reduce -17.9% | 1,310,020 | $58.8M |
| UBS Group AG | 0.01% | Reduce -5.8% | 1,144,105 | $51.3M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -8.1% | 1,011,781 | $45.4M |
| Royal Bank of Canada | 0.01% | Reduce -13.7% | 829,581 | $37.2M |
| Jones Financial Companies LLLP | 0.02% | Add +7.0% | 832,598 | $36.6M |
| Osaic Holdings, Inc. | 0.04% | Reduce -10.7% | 674,054 | $30.3M |
| Rockefeller Capital Management L.P. | 0.05% | Add +9.6% | 668,883 | $30.0M |
| BlueStem Wealth Partners, LLC | 3.12% | Add +81.0% | 626,136 | $28.1M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Reduce -15.9% | 613,217 | $27.5M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -25.3% | 561,367 | $25.2M |
| Baird Financial Group, Inc. | 0.03% | Add +17.0% | 474,736 | $21.3M |
| D.A. Davidson & Co. | 0.11% | Reduce -14.5% | 420,172 | $18.9M |
| Compass Advisory Group LLC | 4.95% | Add +0.5% | 412,337 | $18.5M |
| Stifel Financial Corp. | 0.02% | Add +1.2% | 391,676 | $17.6M |
| Pacer Advisors, Inc. | 0.05% | Add +2.1% | 382,841 | $17.2M |
| HHM Wealth Advisors, LLC | 1.97% | Reduce -49.9% | 380,206 | $17.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -12.3% | 374,214 | $16.8M |
| MML Investors Services, LLC | 0.04% | Reduce -35.3% | 349,901 | $15.7M |
| Kestra Advisory Services, LLC | 0.06% | Reduce -24.0% | 325,733 | $14.6M |
| Steward Partners Investment Advisory, LLC | 0.07% | Reduce -1.4% | 287,374 | $12.9M |
| HighTower Advisors, LLC | 0.01% | Reduce -2.4% | 248,207 | $11.1M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -32.2% | 245,704 | $11.1M |
| Cornerstone Wealth Management, LLC | 0.55% | Add +6.9% | 245,146 | $11.0M |
| Procyon Advisors, LLC | 0.51% | Reduce -1.4% | 232,785 | $10.4M |
| Fearless Solutions, LLC dba Best Invest | 6.16% | Reduce -2.2% | 227,341 | $10.2M |
| Howard Financial Services, LTD. | 0.91% | Reduce -14.3% | 180,235 | $8.1M |
| Long Island Wealth Management, Inc. | 3.66% | Reduce -3.1% | 175,968 | $7.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +140.2% | 166,757 | $7.5M |
| PSI Advisors, LLC | 1.78% | Reduce -3.8% | 164,120 | $7.4M |
| NewEdge Advisors, LLC | 0.03% | Reduce -17.4% | 163,410 | $7.3M |
| Independent Advisor Alliance | 0.08% | Add +641.2% | 161,098 | $7.2M |
| Kestra Private Wealth Services, LLC | 0.07% | Add +23.5% | 134,617 | $6.0M |
| Nations Financial Group Inc, /Ia/ | 0.29% | Add +6.2% | 125,494 | $5.6M |
| Two Sigma Investments, LP | 0.00% | Reduce -78.8% | 124,500 | $5.6M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -73.8% | 117,925 | $5.3M |
| Mariner, LLC | 0.01% | Reduce -41.3% | 109,901 | $4.9M |
| Econ Financial Services Corp | 2.28% | Add +21.5% | 109,421 | $4.9M |
| Carter Financial Group, INC. | 2.94% | Reduce -0.5% | 106,008 | $4.8M |
| Clarus Wealth Advisors | 1.99% | Reduce -3.1% | 102,832 | $4.7M |
| Private Advisor Group, LLC | 0.02% | Reduce -4.1% | 103,242 | $4.6M |
| Family Manage LLC | 0.54% | Reduce -27.6% | 101,275 | $4.5M |
| Oppenheimer & Co. Inc. | 0.05% | Reduce -3.8% | 100,111 | $4.5M |
| Flow Traders U.S. LLC | 0.14% | Add +212.4% | 96,266 | $4.3M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -18.2% | 94,346 | $4.2M |
| Equitable Holdings, Inc. | 0.03% | Reduce -9.7% | 95,041 | $4.2M |
| Citadel Advisors | 0.00% | Add +51.6% | 90,556 | $4.1M |
| Keystone Financial Services, LLC | 2.52% | Add +1.4% | 83,368 | $3.7M |
| National Bank of Canada | 0.00% | Add +4.2% | 82,017 | $3.7M |
| Summit Financial, LLC | 0.05% | Reduce -9.0% | 80,749 | $3.6M |
| Independent Financial Group, LLC | 0.08% | Add +4.7% | 78,854 | $3.5M |
| Wealthcare Advisory Partners LLC | 0.07% | Add +7.0% | 78,790 | $3.5M |
| &partners | 0.02% | Reduce -41.4% | 75,457 | $3.4M |
| J.W. Cole Advisors, Inc. | 0.11% | Reduce -15.3% | 74,515 | $3.3M |
| Inlight Wealth Management, LLC | 1.23% | Reduce -5.4% | 73,787 | $3.3M |
| Clay Northam Wealth Management, LLC | 1.81% | Reduce -3.3% | 71,820 | $3.2M |
| Atlas Wealth LLC | 1.26% | Reduce -1.0% | 70,562 | $3.2M |
| EverSource Wealth Advisors, LLC | 0.09% | Reduce -16.9% | 68,439 | $3.1M |
| Cassady Wealth & Retirement Planning, LLC | 1.49% | Add +25.2% | 59,964 | $2.9M |
| HRT Financial LP | 0.01% | New | 63,896 | $2.9M |
| Investor's Fiduciary Advisor Network, LLC | 0.86% | Add +1.0% | 62,869 | $2.8M |
| Concurrent Investment Advisors, LLC | 0.03% | Reduce -6.1% | 62,175 | $2.8M |
| Verus Capital Partners, LLC | 0.19% | Reduce -3.4% | 62,155 | $2.8M |
| Anson Capital, Inc. | 1.90% | Add +2.2% | 62,004 | $2.8M |
| Ellis Investment Partners, LLC | 0.45% | Reduce -5.2% | 58,357 | $2.6M |
| U.S. Capital Wealth Advisors, LLC | 0.07% | Add +19.1% | 58,106 | $2.6M |
| Captrust Financial Advisors | 0.00% | Reduce -6.1% | 57,660 | $2.6M |
| Ausdal Financial Partners, Inc. | 0.11% | Reduce -42.0% | 56,963 | $2.6M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -4.3% | 55,046 | $2.5M |
| Cozad Asset Management Inc. | 0.19% | Reduce -17.4% | 54,869 | $2.5M |
| Susquehanna International Group, LLP | 0.00% | Add +301.2% | 53,583 | $2.4M |
| Gotham Asset Management | 0.01% | Add +13.1% | 52,120 | $2.3M |
| Barrett & Company, Inc. | 0.80% | Add +0.8% | 51,928 | $2.3M |
| Premier Path Wealth Partners, LLC | 0.29% | Reduce -12.5% | 49,439 | $2.2M |
| ETF Store, Inc. | 2.11% | Add +4.4% | 48,255 | $2.2M |
| First PREMIER Bank | 0.50% | Reduce -3.1% | 47,965 | $2.2M |
| Prospera Financial Services Inc | 0.03% | Reduce -2.2% | 47,834 | $2.1M |
| Fiduciary Financial Group, LLC | 0.28% | Add +38.1% | 47,245 | $2.1M |
| Corient Private Wealth LP | 0.00% | Reduce -10.1% | 46,530 | $2.1M |
| IHT Wealth Management, LLC | 0.05% | Reduce -16.2% | 45,916 | $2.1M |
| DAVENPORT & Co LLC | 0.01% | Reduce -4.2% | 45,397 | $2.0M |
| American Financial & Tax Strategies Inc. | 0.99% | Reduce -1.5% | 45,221 | $2.0M |
| Geneos Wealth Management Inc. | 0.05% | Reduce -13.2% | 45,181 | $2.0M |
| BCS Wealth Management | 0.41% | Reduce -53.8% | 45,101 | $2.0M |
| Benjamin Edwards Inc. | 0.02% | Reduce -1.5% | 42,795 | $1.9M |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -26.8% | 42,748 | $1.9M |
| Visionary Wealth Advisors | 0.08% | Add +2.5% | 42,533 | $1.9M |
| Blair William & Co. | 0.01% | Add +88.6% | 42,262 | $1.9M |
| Claro Advisors Inc. | 0.22% | Reduce -1.7% | 41,427 | $1.9M |
| Stratos Wealth Advisors, LLC | 0.11% | Reduce -32.2% | 40,679 | $1.8M |
| XTX Topco Ltd | 0.03% | Add +236.6% | 40,159 | $1.8M |
| Northbridge Financial Group, LLC | 0.77% | Reduce -2.6% | 38,557 | $1.8M |
| Chicago Partners Investment Group LLC | 0.04% | Reduce -7.6% | 36,660 | $1.8M |
| WNY Asset Management, LLC | 0.18% | — | 38,566 | $1.7M |
| Integrated Wealth Concepts LLC | 0.01% | Add +1.1% | 38,423 | $1.7M |
"% 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.