CALF Institutional Ownership & Shareholders
PACER US SMALL CAP CASH COWS (CALF) is currently held by 393 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.10B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of America Corp is currently the largest disclosed institutional shareholder of CALF tracked by InsiderSet, reporting ownership valued at approximately $529.18M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $605.93M, representing an estimated gain of +14.50% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 62% of the total disclosed CALF value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Morgan Stanley, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in PACER US SMALL CAP CASH COWS (CALF).
This page ranks the largest institutional CALF shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
393
Total Reported Value
$2.10B
Largest Holder
Bank Of America Corp
Largest Position
$529.18M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
39
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.03% | 10,456,053 | $529,180,829 | $605,928,271 | +$76,747,442 | +14.50% | |
| Morgan Stanley | 0.01% | 3,827,949 | $193,732,548 | $221,829,645 | +$28,097,097 | +14.50% | |
| Lpl Financial Llc | 0.04% | 3,165,036 | $160,182,450 | $183,413,836 | +$23,231,386 | +14.50% | |
| Cetera Investment Advisers | 0.08% | 1,688,335 | $85,446,660 | $97,839,013 | +$12,392,353 | +14.50% | |
| Raymond James Financial Inc | 0.02% | 1,464,088 | $74,097,473 | $84,843,900 | +$10,746,427 | +14.50% | |
| Wells Fargo & Company/Mn | 0.01% | 1,387,576 | $70,225,238 | $80,410,029 | +$10,184,791 | +14.50% | |
| Ubs Group Ag | 0.01% | 1,039,801 | $52,624,328 | $60,256,468 | +$7,632,140 | +14.50% | |
| Envestnet Asset Management Inc | 0.01% | 877,842 | $44,427,606 | $50,870,944 | +$6,443,338 | +14.50% | |
| Jones Financial Companies Lllp | 0.02% | 874,270 | $44,290,515 | $50,663,947 | +$6,373,432 | +14.39% | |
| Royal Bank Of Canada | 0.01% | 765,369 | $38,736,000 | $44,353,134 | +$5,617,134 | +14.50% | |
| Osaic Holdings, Inc. | 0.05% | 761,637 | $38,558,951 | $44,136,864 | +$5,577,913 | +14.47% | |
| Bluestem Wealth Partners, Llc | 3.39% | 672,950 | $34,057,994 | $38,997,453 | +$4,939,459 | +14.50% | |
| Rockefeller Capital Management L.P. | 0.05% | 653,599 | $33,078,670 | $37,876,062 | +$4,797,392 | +14.50% | |
| Two Sigma Investments, Lp | 0.02% | 534,800 | $27,066,228 | $30,991,660 | +$3,925,432 | +14.50% | |
| Baird Financial Group, Inc. | 0.03% | 479,839 | $24,284,652 | $27,806,670 | +$3,522,018 | +14.50% | |
| Commonwealth Equity Services, Llc | 0.03% | 432,472 | $23,042,102 | $25,061,752 | +$2,019,650 | +8.77% | |
| D.A. Davidson & Co. | 0.12% | 411,113 | $21,904,143 | $23,823,998 | +$1,919,855 | +8.76% | |
| Compass Advisory Group Llc | 5.01% | 416,688 | $21,088,587 | $24,147,070 | +$3,058,483 | +14.50% | |
| Mml Investors Services, Llc | 0.04% | 398,574 | $20,171,832 | $23,097,363 | +$2,925,531 | +14.50% | |
| Pacer Advisors, Inc. | 0.05% | 382,401 | $19,353,000 | $22,160,138 | +$2,807,138 | +14.50% | |
| Ameriprise Financial Inc | 0.00% | 374,892 | $19,183,643 | $21,724,991 | +$2,541,348 | +13.25% | |
| Stifel Financial Corp | 0.02% | 370,691 | $18,760,786 | $21,481,543 | +$2,720,757 | +14.50% | |
| Kestra Advisory Services, Llc | 0.05% | 314,296 | $16,745,692 | $18,213,453 | +$1,467,761 | +8.77% | |
| Goldman Sachs Group Inc | 0.00% | 320,162 | $16,203,399 | $18,553,388 | +$2,349,989 | +14.50% | |
| Steward Partners Investment Advisory, Llc | 0.08% | 302,908 | $15,330,174 | $17,553,519 | +$2,223,345 | +14.50% | |
| Cornerstone Wealth Management, Llc | 0.62% | 279,099 | $14,870,390 | $16,173,787 | +$1,303,397 | +8.77% | |
| Wealth Enhancement Advisory Services, Llc | 0.02% | 255,823 | $14,006,331 | $14,824,943 | +$818,612 | +5.84% | |
| Hhm Wealth Advisors, Llc | 1.27% | 250,104 | $12,657,782 | $14,493,527 | +$1,835,745 | +14.50% | |
| Fearless Solutions, Llc Dba Best Invest | 6.13% | 226,244 | $12,054,277 | $13,110,840 | +$1,056,563 | +8.77% | |
| Procyon Advisors, Llc | 0.42% | 187,674 | $9,999,294 | $10,875,708 | +$876,414 | +8.76% | |
| Long Island Wealth Management, Inc. | 3.60% | 173,267 | $9,231,667 | $10,040,823 | +$809,156 | +8.77% | |
| Howard Financial Services, Ltd. | 0.93% | 166,236 | $8,857,061 | $9,633,376 | +$776,315 | +8.76% | |
| Newedge Advisors, Llc | 0.03% | 169,045 | $8,555,357 | $9,796,158 | +$1,240,801 | +14.50% | |
| Private Advisor Group, Llc | 0.04% | 163,095 | $8,254,276 | $9,451,355 | +$1,197,079 | +14.50% | |
| Psi Advisors, Llc | 1.85% | 157,374 | $7,964,712 | $9,119,823 | +$1,155,111 | +14.50% | |
| Nations Financial Group Inc | 0.31% | 126,663 | $6,410,463 | $7,340,121 | +$929,658 | +14.50% | |
| Bip Wealth, Llc | 0.16% | 114,068 | $6,077,541 | $6,610,241 | +$532,700 | +8.77% | |
| Janney Montgomery Scott Llc | 0.01% | 111,223 | $5,629,000 | $6,445,373 | +$816,373 | +14.50% | |
| Independent Financial Group, Llc | 0.10% | 99,334 | $5,292,545 | $5,756,405 | +$463,860 | +8.76% | |
| Oppenheimer & Co Inc | 0.05% | 94,509 | $5,035,440 | $5,476,797 | +$441,357 | +8.77% | |
| Family Manage Llc | 0.53% | 99,064 | $5,013,629 | $5,740,759 | +$727,130 | +14.50% | |
| Clarus Wealth Advisors | 1.82% | 91,588 | $5,006,196 | $5,307,525 | +$301,329 | +6.02% | |
| Kestra Private Wealth Services, Llc | 0.05% | 89,146 | $4,749,699 | $5,166,011 | +$416,312 | +8.77% | |
| Wealthcare Advisory Partners Llc | 0.07% | 82,301 | $4,385,001 | $4,769,343 | +$384,342 | +8.76% | |
| Pacific Wealth Strategies Group, Inc. | 2.37% | 82,123 | $4,375,513 | $4,759,028 | +$383,515 | +8.77% | |
| Premier Path Wealth Partners, Llc | 0.50% | 80,248 | $4,275,631 | $4,650,372 | +$374,741 | +8.76% | |
| National Bank Of Canada | 0.00% | 83,814 | $4,241,827 | $4,857,021 | +$615,194 | +14.50% | |
| Forefront Wealth Partners, Llc | 1.31% | 83,261 | $4,213,817 | $4,824,975 | +$611,158 | +14.50% | |
| Equitable Holdings, Inc. | 0.02% | 79,852 | $4,041,277 | $4,627,423 | +$586,146 | +14.50% | |
| Alphacore Capital Llc | 0.06% | 73,971 | $3,941,185 | $4,286,619 | +$345,434 | +8.76% |
Frequently asked questions about CALF
Who are the largest institutional holders of CALF?
The largest institutional holders of CALF reported in the latest SEC Form 13F filings include Bank Of America Corp, Morgan Stanley, Lpl Financial Llc, Cetera Investment Advisers, and Raymond James Financial Inc. InsiderSet ranks institutional holders by their latest reported CALF position.
What is CALF institutional ownership?
This page tracks CALF positions reported by institutional investment managers through SEC Form 13F. PACER US SMALL CAP CASH COWS (CALF) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CALF?
InsiderSet currently tracks 393 institutional managers reporting CALF holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CALF shareholders.
How much CALF stock do institutions own?
Institutional investment managers disclosed approximately $2.10B in CALF holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CALF institutional ownership last updated?
The latest CALF institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional CALF holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CALF position after the reporting date.
Are institutions buying or selling CALF?
Institutional buying and selling can be analyzed by comparing CALF positions across consecutive 13F reporting periods. InsiderSet's CALF Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CALF ownership changes.
How has CALF institutional ownership changed over time?
InsiderSet tracks CALF institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.