13F Insight
DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
CALF

PACER FDS TR

413 institutions still hold PACER FDS TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 69374H857·413 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 8.9%
vs prior quarter
13F value held
$1.5B
72.0% inst. owned
of float
Holders
413
-2 QoQ
filers reporting
Activity
+68 / −44
+955 added · −947 reduced
this quarter
Concentration
32.99%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

413 institutions reported CALF in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 33.0% of the visible book. -2 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$494M11.0M0.04%Q1 202602
MORGAN STANLEY
CIK 0000895421
$187M4.2M0.01%Q1 202603
LPL Financial LLC
CIK 0001403438
$141M3.1M0.04%Q1 202604
Cetera Investment Advisers
CIK 0001666741
$82M1.8M0.09%Q1 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$73M1.6M0.02%Q1 202606
WELLS FARGO & COMPANY/MN
CIK 0000072971
$71M1.6M0.01%Q1 202607
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$59M1.3M0.04%Q1 202608
UBS Group AG
CIK 0001610520
$51M1.1M0.01%Q1 202609
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$45M1.0M0.01%Q1 202610
ROYAL BANK OF CANADA
CIK 0001000275
$37M830K0.01%Q1 202611
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$37M833K0.02%Q1 202612
OSAIC HOLDINGS, INC.
CIK 0001677044
$30M674K0.04%Q1 202613
Rockefeller Capital Management L.P.
CIK 0001739439
$30M669K0.05%Q1 202614
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$29M732K0.16%Q2 202515
BlueStem Wealth Partners, LLC
CIK 0001977465
$28M626K3.12%Q1 202616
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$25M561K0.04%Q1 202617
Baird Financial Group, Inc.
CIK 0001648711
$21M475K0.03%Q1 202618
D.A. DAVIDSON & CO.
CIK 0001080107
$19M420K0.11%Q1 202619
Compass Advisory Group LLC
CIK 0001720292
$19M412K4.95%Q1 202620
STIFEL FINANCIAL CORP
CIK 0000720672
$18M392K0.02%Q1 2026
Page 1 of 21
393 more holders available. Log in →