PACER CASH COWS FUND OF FUND (HERD) Top Institutional Shareholders
PACER CASH COWS FUND OF FUND (HERD) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $74.31M in HERD holdings during the latest filing period.
Rockefeller Capital Management L.P. is currently the largest disclosed institutional shareholder of HERD tracked by InsiderSet, reporting ownership valued at approximately $13.80M in its March 31, 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 $14.21M, representing an estimated gain of +2.95% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 88% of the total disclosed HERD value among the investors covered in this analysis. Major shareholders include Rockefeller Capital Management L.P., Envestnet Asset Management Inc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in PACER CASH COWS FUND OF FUND (HERD).
This page ranks the largest institutional HERD 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
42
Total Reported Value
$74.31M
Largest Holder
Rockefeller Capital Management L.P.
Largest Position
$13.80M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
48
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 0.02% | 301,687 | $13,800,698 | $14,207,497 | +$406,799 | +2.95% | |
| Envestnet Asset Management Inc | 0.00% | 246,510 | $11,276,593 | $11,609,019 | +$332,426 | +2.95% | |
| Lpl Financial Llc | 0.00% | 217,382 | $9,944,145 | $10,237,279 | +$293,134 | +2.95% | |
| Cetera Investment Advisers | 0.01% | 211,089 | $9,656,251 | $9,940,920 | +$284,669 | +2.95% | |
| Osaic Holdings, Inc. | 0.01% | 105,328 | $4,818,879 | $4,960,264 | +$141,385 | +2.93% | |
| Raymond James Financial Inc | 0.00% | 92,859 | $4,247,835 | $4,373,055 | +$125,220 | +2.95% | |
| Clear Creek Financial Management, Llc | 0.27% | 77,302 | $3,536,180 | $3,640,422 | +$104,242 | +2.95% | |
| Centric Wealth Management | 0.61% | 64,907 | $3,055,162 | $3,056,698 | +$1,536 | +0.05% | |
| D.A. Davidson & Co. | 0.02% | 61,780 | $2,826,126 | $2,909,436 | +$83,310 | +2.95% | |
| Citadel Advisors Llc | 0.00% | 43,601 | $1,994,528 | $2,053,324 | +$58,796 | +2.95% | |
| Advisory Resource Group | 0.31% | 39,413 | $1,802,948 | $1,856,096 | +$53,148 | +2.95% | |
| Oppenheimer Asset Management Inc. | 0.01% | 17,204 | $786,997 | $810,197 | +$23,200 | +2.95% | |
| Obermeyer Wealth Partners | 0.03% | 13,923 | $636,930 | $655,683 | +$18,753 | +2.94% | |
| Snowden Capital Advisors Llc | 0.02% | 13,042 | $596,606 | $614,193 | +$17,587 | +2.95% | |
| World Equity Group, Inc. | 0.13% | 10,846 | $496,112 | $510,776 | +$14,664 | +2.96% | |
| Kestra Advisory Services, Llc | 0.00% | 10,360 | $473,930 | $487,889 | +$13,959 | +2.95% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 8,770 | $402,741 | $413,010 | +$10,269 | +2.55% | |
| Mariner, Llc | 0.00% | 8,396 | $384,075 | $395,397 | +$11,322 | +2.95% | |
| Mml Investors Services, Llc | 0.00% | 8,094 | $370,278 | $381,175 | +$10,897 | +2.94% | |
| Bnb Wealth Management, Llc | 0.22% | 7,606 | $347,971 | $358,193 | +$10,222 | +2.94% | |
| Eversource Wealth Advisors, Llc | 0.01% | 1,868 | $327,797 | $87,971 | -$239,826 | -73.16% | |
| Convergence Financial, Llc | 0.04% | 6,738 | $308,230 | $317,316 | +$9,086 | +2.95% | |
| Belpointe Asset Management Llc | 0.01% | 6,100 | $279,045 | $287,270 | +$8,225 | +2.95% | |
| Ausdal Financial Partners, Inc. | 0.01% | 5,430 | $248,395 | $255,718 | +$7,323 | +2.95% | |
| Independent Financial Group, Llc | 0.00% | 7,096 | $228,065 | $334,175 | +$106,110 | +46.53% | |
| Capital Investment Advisory Services, Llc | 0.02% | 4,842 | $221,483 | $228,027 | +$6,544 | +2.95% | |
| Geneos Wealth Management Inc. | 0.01% | 4,822 | $220,610 | $227,085 | +$6,475 | +2.93% | |
| Mccartney Wealth Management Llc | 0.19% | 4,805 | $219,824 | $226,284 | +$6,460 | +2.94% | |
| Commonwealth Equity Services, Llc | 0.00% | 4,485 | $205,140 | $211,214 | +$6,074 | +2.96% | |
| Farther Finance Advisors, Llc | 0.00% | 2,795 | $128,323 | $131,626 | +$3,303 | +2.57% | |
| Creative Financial Designs Inc | 0.01% | 2,774 | $126,897 | $130,637 | +$3,740 | +2.95% | |
| Founders Financial Alliance, Llc | 0.02% | 2,640 | $120,767 | $124,327 | +$3,560 | +2.95% | |
| First Command Advisory Services, Inc. | 0.00% | 1,314 | $60,109 | $61,881 | +$1,772 | +2.95% | |
| Harbour Investments, Inc. | 0.00% | 863 | $39,478 | $40,642 | +$1,164 | +2.95% | |
| Advisory Services Network, Llc | 0.00% | 800 | $36,596 | $37,675 | +$1,079 | +2.95% | |
| International Assets Investment Management, Llc | 0.00% | 700 | $32,136 | $32,965 | +$829 | +2.58% | |
| Morgan Stanley | 0.00% | 436 | $19,945 | $20,533 | +$588 | +2.95% | |
| Nbc Securities, Inc. | 0.00% | 425 | $19,441 | $20,015 | +$574 | +2.95% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 212 | $9,709 | $9,984 | +$275 | +2.83% | |
| Cwm, Llc | 0.00% | 81 | $3,709 | $3,815 | +$106 | +2.85% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 19,058 | $872 | $897,508 | +$896,636 | +102825.22% | |
| Wells Fargo & Company/Mn | 0.00% | 0 | $14 | — | — | — |
Frequently asked questions about HERD
Who owns the most HERD stock?
The largest holders of HERD 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 CASH COWS FUND OF FUND (HERD).
Is HERD widely held by superinvestors?
Many widely followed stocks like HERD appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly HERD 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.