19 institutions reported holding $8.4M of PACER FDS TR (CAFG) in SEC 13F filings for 2026-03-31. Largest institutional holders: WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($1.9M), HighTower Advisors, LLC ($1.8M), COMMONWEALTH EQUITY SERVICES, LLC ($1.0M), Connecticut Capital Management Group, LLC ($913,073), INDEPENDENT FINANCIAL GROUP, LLC ($839,942). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.9M | 67,895 | Trimmed |
| 2 | HighTower Advisors, LLC | $1.8M | 66,346 | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $1.0M | 37,242 | Trimmed |
| 4 | Connecticut Capital Management Group, LLC | $913,073 | 33,527 | Trimmed |
| 5 | INDEPENDENT FINANCIAL GROUP, LLC | $839,942 | 30,842 | New |
| 6 | Royal Bank of Canada | $688,000 | 25,273 | Added |
| 7 | CAPTRUST FINANCIAL ADVISORS | $383,641 | 14,087 | Hold |
| 8 | Capital Analysts, LLC | $235,000 | 8,649 | Trimmed |
| 9 | Sankala Group LLC | $219,261 | 8,089 | Added |
| 10 | DAVENPORT & Co LLC | $215,664 | 7,919 | Trimmed |
| 11 | OSAIC HOLDINGS, INC. | $88,204 | 3,238 | Trimmed |
| 12 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $42,412 | 1,545 | Hold |
| 13 | Signature Equity Partners, LLC | $27,998 | 1,028 | Added |
| 14 | MATHER GROUP, LLC. | $16,558 | 608 | New |
| 15 | Triumph Capital Management | $14,543 | 534 | Added |
| 16 | Farther Finance Advisors, LLC | $2,764 | 101 | Trimmed |
| 17 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2,424 | 89 | New |
| 18 | IFP Advisors, Inc | $54 | 2 | Hold |
| 19 | UBS Group AG | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31