Who Owns PACER FDS TR (CALF)? -- Institutional Holders (2026-06-30)

215 institutions reported holding $412.0M of PACER FDS TR (CALF) in SEC 13F filings for 2026-06-30. Largest institutional holders: Cambridge Investment Research Advisors, Inc. ($58.2M), ENVESTNET ASSET MANAGEMENT INC ($44.4M), COMMONWEALTH EQUITY SERVICES, LLC ($25.3M), D.A. DAVIDSON & CO. ($20.2M), Kestra Advisory Services, LLC ($15.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Cambridge Investment Research Advisors, Inc.$58.2M1.2MAdded
2ENVESTNET ASSET MANAGEMENT INC$44.4M877,842Trimmed
3COMMONWEALTH EQUITY SERVICES, LLC$25.3M499,215Trimmed
4D.A. DAVIDSON & CO.$20.2M399,878Trimmed
5Kestra Advisory Services, LLC$15.5M306,185Trimmed
6WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$13.2M255,062Added
7Cornerstone Wealth Management, LLC$13.1M259,602Added
8HHM Wealth Advisors, LLC$12.7M250,104Trimmed
9Procyon Advisors, LLC$11.4M225,085Trimmed
10Fearless Solutions, LLC dba Best Invest$11.4M224,379Trimmed
11HOWARD FINANCIAL SERVICES, LTD.$8.8M173,595Trimmed
12Private Advisor Group, LLC$8.3M163,095Added
13PSI Advisors, LLC$8.0M157,374Trimmed
14NATIONS FINANCIAL GROUP INC, /IA/ /ADV$6.4M126,663Added
15Clarus Wealth Advisors$5.1M99,159Trimmed
16OPPENHEIMER & CO INC$4.9M97,336Trimmed
17KESTRA PRIVATE WEALTH SERVICES, LLC$4.8M95,787Trimmed
18Wealthcare Advisory Partners LLC$4.1M81,573Added
19INDEPENDENT FINANCIAL GROUP, LLC$4.0M79,954Added
20Pacific Wealth Strategies Group, Inc.$3.9M78,017Added
21J.W. COLE ADVISORS, INC.$3.7M72,339Trimmed
22Keystone Financial Services, LLC$3.7M72,227Trimmed
23Econ Financial Services Corp$3.6M71,973Trimmed
24Inlight Wealth Management, LLC$3.6M70,365Trimmed
25Atlas Wealth LLC$3.5M69,036Trimmed

Source: SEC Form 13F filings · as of 2026-06-30