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

45 institutions reported holding $83.5M of PACER CASH (HERD) in SEC 13F filings for 2026-06-30. Largest institutional holders: Rockefeller Capital Management L.P. ($14.5M), ENVESTNET ASSET MANAGEMENT INC ($11.9M), LPL Financial LLC ($10.7M), Cetera Investment Advisers ($10.1M), RAYMOND JAMES FINANCIAL INC ($6.7M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Rockefeller Capital Management L.P.	$14.5M	308,463	Added
2	ENVESTNET ASSET MANAGEMENT INC	$11.9M	253,888	Added
3	LPL Financial LLC	$10.7M	226,513	Added
4	Cetera Investment Advisers	$10.1M	213,890	Added
5	RAYMOND JAMES FINANCIAL INC	$6.7M	142,147	Added
6	OSAIC HOLDINGS, INC.	$5.4M	114,492	Added
7	Clear Creek Financial Management, LLC	$3.9M	81,998	Added
8	Centric Wealth Management	$3.1M	64,907	Hold
9	D.A. DAVIDSON & CO.	$3.0M	64,198	Added
10	Advisory Resource Group	$1.8M	38,599	Trimmed
11	Cambridge Investment Research Advisors, Inc.	$1.7M	35,663	Added
12	CITADEL ADVISORS LLC	$1.7M	35,467	Trimmed
13	Snowden Capital Advisors LLC	$869,953	18,484	Added
14	OPPENHEIMER ASSET MANAGEMENT INC.	$774,317	16,452	Trimmed
15	JANE STREET GROUP, LLC	$681,175	14,473	New
16	Obermeyer Wealth Partners	$650,285	13,817	Trimmed
17	Convergence Financial, LLC	$634,250	13,476	Added
18	WORLD EQUITY GROUP, INC.	$520,689	11,064	Added
19	Kestra Advisory Services, LLC	$484,077	10,285	Trimmed
20	Geneos Wealth Management Inc.	$425,599	9,042	Added
21	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$420,981	8,770	Hold
22	Mariner, LLC	$388,100	8,246	Trimmed
23	COZAD ASSET MANAGEMENT INC	$381,386	8,103	Hold
24	MML INVESTORS SERVICES, LLC	$381,004	8,095	Added
25	BNB Wealth Management, LLC	$358,014	7,607	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30