Pacer Cash Cows Fund of FundHERDETF

13F holders, Q4 2025 (December 31)
42holders +5
6new positions
4sold out
$43.56avg. 13F price*

At the end of Q4 2025, 42 institutions reported holding Pacer Cash Cows Fund of Fund (HERD) in their 13F filings, up 5 from Q3 2025. 6 opened new positions and 4 sold out. The largest holders were Rockefeller Capital Management L.P. ($12.2M), Envestnet Asset Management Inc. ($10.3M) and LPL Financial LLC ($9.8M).

Company
Pacer Cash Cows Fund of Fund
Filed as
PACER FDS TR (Q4 2025)
CUSIP
69374H659
Latest filing quarter
Q2 2026

History

Number of 13F holders

01020304050 Q1 2024: 40Q1 2024Q2 2024: 42Q2 2024Q3 2024: 39Q3 2024Q4 2024: 38Q4 2024Q1 2025: 35Q1 2025Q2 2025: 39Q2 2025Q3 2025: 37Q3 2025Q4 2025: 42Q4 2025Q1 2026: 41Q1 2026Q2 2026: 43Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions6$1.4M
Exits4$824K

All 13F filers, Q3 2025 → Q4 2025: 325,529 shares bought and 238,998 shares sold, net +86,531 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 42 holders

Rockefeller Capital Management L.P. 0.02% Add +288.2% 281,443 $12.2M
Envestnet Asset Management Inc. 0.00% Add +3.6% 236,287 $10.3M
LPL Financial LLC 0.00% Add +2.2% 224,658 $9.8M
Cetera Investment Advisers 0.01% Reduce -48.1% 214,314 $9.3M
Advisory Resource Group 1.09% Add +3.4% 142,989 $6.2M
Clear Creek Financial Management, LLC 0.26% Add +3.3% 73,490 $3.2M
Osaic Holdings, Inc. 0.00% Add +30.8% 70,513 $3.1M
Centric Wealth Management 0.62% Add +5.9% 64,390 $2.9M
D.A. Davidson & Co. 0.01% Add +38.9% 55,168 $2.4M
Jane Street Group, LLC 0.00% Add +195.3% 40,024 $1.7M
Oppenheimer Asset Management Inc. 0.01% Reduce -10.9% 23,381 $1.0M
Cambridge Investment Research Advisors, Inc. 0.00% Add +5.0% 18,564 $807K
Susquehanna International Group, LLP 0.00% New 18,231 $792K
Obermeyer Wealth Partners 0.03% Reduce -29.8% 13,923 $605K
World Equity Group, Inc. 0.13% No change 10,605 $461K
Kestra Advisory Services, LLC 0.00% Add +3.3% 10,283 $447K
Wealth Enhancement Advisory Services, LLC 0.00% Add +0.0% 9,589 $426K
Mariner, LLC 0.00% Add +0.1% 8,662 $376K
MML Investors Services, LLC 0.00% Reduce -6.3% 8,461 $368K
Cozad Asset Management Inc. 0.03% No change 8,082 $351K
BNB Wealth Management, LLC 0.21% — 7,612 $331K
Founders Financial Securities LLC 0.02% New 6,893 $300K
Convergence Financial, LLC 0.04% No change 6,738 $293K
Belpointe Asset Management LLC 0.01% No change 6,100 $265K
Capital Investment Advisory Services, LLC 0.02% Reduce -31.6% 6,011 $261K
Commonwealth Equity Services, LLC 0.00% Reduce -21.2% 5,724 $249K
Tripletail Wealth Management, LLC 0.31% New 5,175 $244K
Ausdal Financial Partners, Inc. 0.01% Add +3.9% 5,427 $236K
Geneos Wealth Management Inc. 0.01% No change 4,938 $215K
McCartney Wealth Management LLC 0.19% — 4,805 $214K
Farther Finance Advisors, LLC 0.00% No change 3,545 $154K
Creative Financial Designs Inc. 0.01% No change 2,774 $121K
EverSource Wealth Advisors, LLC 0.00% Reduce -43.3% 1,753 $76K
Founders Financial Alliance, LLC 0.01% New 1,570 $68K
First Command Advisory Services, Inc. 0.00% Reduce -43.2% 1,314 $57K
Harbour Investments, Inc. 0.00% Add +10.8% 900 $39K
International Assets Investment Management, LLC 0.00% New 700 $30K
Morgan Stanley 0.00% No change 486 $21K
Lanark Financial, Inc. 0.00% No change 425 $18K
Arax Advisory Partners 0.00% New 248 $11K
UBS Group AG 0.00% Reduce -99.8% 12 $522
Wells Fargo & Company 0.00% Add +0.0% 1 $38

"% of holder's portfolio" is HERD's weight in each manager's 13F, not the share of Pacer Cash Cows Fund of Fund the manager owns.