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

427 institutions reported holding $2.18B of PACER (CALF) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($529.2M), MORGAN STANLEY ($193.7M), LPL Financial LLC ($160.2M), Cetera Investment Advisers ($85.4M), RAYMOND JAMES FINANCIAL INC ($74.1M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1BANK OF AMERICA CORP /DE/$529.2M10.5MTrimmed
2MORGAN STANLEY$193.7M3.8MTrimmed
3LPL Financial LLC$160.2M3.2MAdded
4Cetera Investment Advisers$85.4M1.7MTrimmed
5RAYMOND JAMES FINANCIAL INC$74.1M1.5MTrimmed
6WELLS FARGO & COMPANY/MN$70.2M1.4MTrimmed
7NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$57.2M1.1MTrimmed
8UBS Group AG$52.6M1.0MTrimmed
9ENVESTNET ASSET MANAGEMENT INC$44.4M877,842Trimmed
10JONES FINANCIAL COMPANIES LLLP$44.3M874,270Added
11Royal Bank of Canada$38.7M765,369Trimmed
12OSAIC HOLDINGS, INC.$38.6M761,637Added
13BlueStem Wealth Partners, LLC$34.1M672,950Added
14Rockefeller Capital Management L.P.$33.1M653,599Trimmed
15Cambridge Investment Research Advisors, Inc.$29.1M575,184Trimmed
16TWO SIGMA INVESTMENTS, LP$27.1M534,800Added
17COMMONWEALTH EQUITY SERVICES, LLC$25.3M499,215Trimmed
18Baird Financial Group, Inc.$24.3M479,839Added
19Compass Advisory Group LLC$21.1M416,688Added
20D.A. DAVIDSON & CO.$20.2M399,878Trimmed
21MML INVESTORS SERVICES, LLC$20.2M398,574Added
22Pacer Advisors, Inc.$19.4M382,401Trimmed
23AMERIPRISE FINANCIAL INC$19.2M374,892Added
24STIFEL FINANCIAL CORP$18.8M370,691Trimmed
25GOLDMAN SACHS GROUP INC$16.2M320,162Added

来源：SEC 13F 申报文件 · 截至 2026-06-30