PACER US SMALL CAP CASH COWS (CALF) Institutional Shareholders
PACER US SMALL CAP CASH COWS (CALF) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $2.06B in CALF holdings during the latest filing period.
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 $577.80M, representing an estimated gain of +9.19% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 63% 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
381
Total Reported Value
$2.06B
Largest Holder
Bank Of America Corp
Largest Position
$529.18M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
31
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 | $577,801,489 | +$48,620,660 | +9.19% | |
| Morgan Stanley | 0.01% | 3,827,949 | $193,732,548 | $211,532,462 | +$17,799,914 | +9.19% | |
| Lpl Financial Llc | 0.04% | 3,165,036 | $160,182,450 | $174,899,889 | +$14,717,439 | +9.19% | |
| Cetera Investment Advisers | 0.08% | 1,688,335 | $85,446,660 | $93,297,392 | +$7,850,732 | +9.19% | |
| Raymond James Financial Inc | 0.02% | 1,464,088 | $74,097,473 | $80,905,503 | +$6,808,030 | +9.19% | |
| Wells Fargo & Company/Mn | 0.01% | 1,387,576 | $70,225,238 | $76,677,450 | +$6,452,212 | +9.19% | |
| Ubs Group Ag | 0.01% | 1,039,801 | $52,624,328 | $57,459,403 | +$4,835,075 | +9.19% | |
| Envestnet Asset Management Inc | 0.01% | 877,842 | $44,427,606 | $48,509,549 | +$4,081,943 | +9.19% | |
| Jones Financial Companies Lllp | 0.02% | 874,270 | $44,290,515 | $48,312,160 | +$4,021,645 | +9.08% | |
| Royal Bank Of Canada | 0.01% | 765,369 | $38,736,000 | $42,294,291 | +$3,558,291 | +9.19% | |
| Osaic Holdings, Inc. | 0.05% | 761,637 | $38,558,951 | $42,088,061 | +$3,529,110 | +9.15% | |
| Bluestem Wealth Partners, Llc | 3.39% | 672,950 | $34,057,994 | $37,187,217 | +$3,129,223 | +9.19% | |
| Rockefeller Capital Management L.P. | 0.05% | 653,599 | $33,078,670 | $36,117,881 | +$3,039,211 | +9.19% | |
| Two Sigma Investments, Lp | 0.02% | 534,800 | $27,066,228 | $29,553,048 | +$2,486,820 | +9.19% | |
| Commonwealth Equity Services, Llc | 0.03% | 499,215 | $25,265,263 | $27,586,621 | +$2,321,358 | +9.19% | |
| Baird Financial Group, Inc. | 0.03% | 479,839 | $24,284,652 | $26,515,903 | +$2,231,251 | +9.19% | |
| Compass Advisory Group Llc | 5.01% | 416,688 | $21,088,587 | $23,026,179 | +$1,937,592 | +9.19% | |
| D.A. Davidson & Co. | 0.11% | 399,878 | $20,237,865 | $22,097,258 | +$1,859,393 | +9.19% | |
| Mml Investors Services, Llc | 0.04% | 398,574 | $20,171,832 | $22,025,199 | +$1,853,367 | +9.19% | |
| Pacer Advisors, Inc. | 0.05% | 382,401 | $19,353,000 | $21,131,479 | +$1,778,479 | +9.19% | |
| Ameriprise Financial Inc | 0.00% | 374,892 | $19,183,643 | $20,716,532 | +$1,532,889 | +7.99% | |
| Stifel Financial Corp | 0.02% | 370,691 | $18,760,786 | $20,484,385 | +$1,723,599 | +9.19% | |
| Goldman Sachs Group Inc | 0.00% | 320,162 | $16,203,399 | $17,692,152 | +$1,488,753 | +9.19% | |
| Kestra Advisory Services, Llc | 0.05% | 306,185 | $15,496,025 | $16,919,783 | +$1,423,758 | +9.19% | |
| Steward Partners Investment Advisory, Llc | 0.08% | 302,908 | $15,330,174 | $16,738,696 | +$1,408,522 | +9.19% | |
| Wealth Enhancement Advisory Services, Llc | 0.02% | 255,062 | $13,199,456 | $14,094,726 | +$895,270 | +6.78% | |
| Cornerstone Wealth Management, Llc | 0.56% | 259,602 | $13,138,464 | $14,345,607 | +$1,207,143 | +9.19% | |
| Hhm Wealth Advisors, Llc | 1.27% | 250,104 | $12,657,782 | $13,820,747 | +$1,162,965 | +9.19% | |
| Procyon Advisors, Llc | 0.49% | 225,085 | $11,391,569 | $12,438,197 | +$1,046,628 | +9.19% | |
| Fearless Solutions, Llc Dba Best Invest | 6.00% | 224,379 | $11,355,830 | $12,399,184 | +$1,043,354 | +9.19% | |
| Howard Financial Services, Ltd. | 0.88% | 173,595 | $8,785,630 | $9,592,860 | +$807,230 | +9.19% | |
| Long Island Wealth Management, Inc. | 3.62% | 173,149 | $8,763,079 | $9,568,214 | +$805,135 | +9.19% | |
| Newedge Advisors, Llc | 0.03% | 169,045 | $8,555,357 | $9,341,427 | +$786,070 | +9.19% | |
| Private Advisor Group, Llc | 0.04% | 163,095 | $8,254,276 | $9,012,630 | +$758,354 | +9.19% | |
| Psi Advisors, Llc | 1.85% | 157,374 | $7,964,712 | $8,696,487 | +$731,775 | +9.19% | |
| Nations Financial Group Inc | 0.31% | 126,663 | $6,410,463 | $6,999,397 | +$588,934 | +9.19% | |
| Janney Montgomery Scott Llc | 0.01% | 111,223 | $5,629,000 | $6,146,183 | +$517,183 | +9.19% | |
| Clarus Wealth Advisors | 1.96% | 99,159 | $5,081,899 | $5,479,526 | +$397,627 | +7.82% | |
| Family Manage Llc | 0.53% | 99,064 | $5,013,629 | $5,474,277 | +$460,648 | +9.19% | |
| Oppenheimer & Co Inc | 0.05% | 97,336 | $4,926,175 | $5,378,787 | +$452,612 | +9.19% | |
| Kestra Private Wealth Services, Llc | 0.05% | 95,787 | $4,847,765 | $5,293,190 | +$445,425 | +9.19% | |
| National Bank Of Canada | 0.00% | 83,814 | $4,241,827 | $4,631,562 | +$389,735 | +9.19% | |
| Forefront Wealth Partners, Llc | 1.31% | 83,261 | $4,213,817 | $4,601,003 | +$387,186 | +9.19% | |
| Wealthcare Advisory Partners Llc | 0.08% | 81,573 | $4,128,424 | $4,507,724 | +$379,300 | +9.19% | |
| Independent Financial Group, Llc | 0.08% | 79,954 | $4,046,463 | $4,418,258 | +$371,795 | +9.19% | |
| Equitable Holdings, Inc. | 0.02% | 79,852 | $4,041,277 | $4,412,622 | +$371,345 | +9.19% | |
| Pacific Wealth Strategies Group, Inc. | 2.27% | 78,017 | $3,948,440 | $4,311,219 | +$362,779 | +9.19% | |
| J.W. Cole Advisors, Inc. | 0.06% | 72,339 | $3,661,069 | $3,997,453 | +$336,384 | +9.19% | |
| Keystone Financial Services, Llc | 2.20% | 72,227 | $3,655,404 | $3,991,264 | +$335,860 | +9.19% | |
| Econ Financial Services Corp | 1.70% | 71,973 | $3,642,554 | $3,977,228 | +$334,674 | +9.19% |
Frequently asked questions about CALF
Who owns the most CALF stock?
The largest holders of CALF are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for PACER US SMALL CAP CASH COWS (CALF).
Is CALF widely held by superinvestors?
Many widely followed stocks like CALF appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CALF is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.