12 institutions reported holding $6.3M of PACER FDS TR (CAFG) in SEC 13F filings for 2026-06-30. Largest institutional holders: WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($2.2M), INDEPENDENT FINANCIAL GROUP, LLC ($1.3M), COMMONWEALTH EQUITY SERVICES, LLC ($1.3M), Connecticut Capital Management Group, LLC ($1.2M), DAVENPORT & Co LLC ($263,398). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.2M | 64,413 | Trimmed |
| 2 | INDEPENDENT FINANCIAL GROUP, LLC | $1.3M | 38,324 | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $1.3M | 37,261 | Added |
| 4 | Connecticut Capital Management Group, LLC | $1.2M | 34,887 | Added |
| 5 | DAVENPORT & Co LLC | $263,398 | 7,747 | Trimmed |
| 6 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $52,413 | 1,545 | Hold |
| 7 | Signature Equity Partners, LLC | $34,980 | 1,029 | Added |
| 8 | Triumph Capital Management | $18,156 | 534 | Hold |
| 9 | Robinswood Financial LLC | $12,784 | 376 | New |
| 10 | MATHER GROUP, LLC. | $12,376 | 364 | Trimmed |
| 11 | Farther Finance Advisors, LLC | $3,426 | 101 | Hold |
| 12 | IFP Advisors, Inc | $68 | 2 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30