Pacer Funds Trust - HERD
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | History | Added to | 281,443 | 12,231 | 0.02% | 0.01% | 1 | +208,937 | 288.17% | Q4 2025 | Mar 16, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 236,287 | 10,268 | 0.0% | 0.0% | 2 | +8,235 | 3.61% | Q4 2025 | Feb 10, 2026 |
| LPL Financial LLC | History | Added to | 224,658 | 9,763 | 0.0% | 0.0% | 3 | +4,880 | 2.22% | Q4 2025 | Feb 11, 2026 |
| Cetera Investment Advisers | History | Reduced | 214,314 | 9,313 | 0.01% | 0.02% | 4 | -198,748 | -48.12% | Q4 2025 | Feb 17, 2026 |
| Advisory Resource Group | History | Added to | 142,989 | 6,214 | 1.09% | 1.05% | 5 | +4,663 | 3.37% | Q4 2025 | Feb 12, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 73,490 | 3,193 | 0.26% | 0.26% | 6 | +2,347 | 3.3% | Q4 2025 | Jan 23, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 70,513 | 3,064 | 0.0% | 0.0% | 7 | +16,595 | 30.78% | Q4 2025 | Feb 17, 2026 |
| Centric Wealth Management | History | Added to | 64,390 | 2,925 | 0.62% | 0.58% | 8 | +3,613 | 5.94% | Q4 2025 | Feb 04, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 55,168 | 2,397 | 0.01% | 0.01% | 9 | +15,446 | 38.89% | Q4 2025 | Jan 29, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 40,024 | 1,739 | 0.0% | 0.0% | 10 | +26,469 | 195.27% | Q4 2025 | Feb 12, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 23,381 | 1,016 | 0.01% | 0.01% | 11 | -2,870 | -10.93% | Q4 2025 | Feb 02, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 18,564 | 807 | 0.0% | 0.0% | 12 | +892 | 5.05% | Q4 2025 | Feb 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 18,231 | 792 | 0.0% | — | 13 | +18,231 | New | Q4 2025 | Feb 17, 2026 |
| Obermeyer Wealth Partners | History | Reduced | 13,923 | 605 | 0.03% | 0.04% | 14 | -5,899 | -29.76% | Q4 2025 | Jan 29, 2026 |
| WORLD EQUITY GROUP, INC. | History | No change | 10,605 | 460 | 0.13% | 0.1% | 15 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 10,283 | 446 | 0.0% | 0.0% | 16 | +329 | 3.31% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 9,589 | 426 | 0.0% | 0.0% | 17 | +4 | 0.04% | Q4 2025 | Jan 08, 2026 |
| Mariner, LLC | History | Added to | 8,662 | 376 | 0.0% | 0.0% | 18 | +11 | 0.13% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 8,461 | 367 | 0.0% | 0.0% | 19 | -571 | -6.32% | Q4 2025 | Feb 13, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 8,082 | 351 | 0.03% | 0.03% | 20 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BNB Wealth Management, LLC | History | New | 7,612 | 330 | 0.21% | — | 21 | +7,612 | New | Q4 2025 | Feb 17, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | New | 6,893 | 299 | 0.02% | — | 22 | +6,893 | New | Q4 2025 | Feb 10, 2026 |
| Convergence Financial, LLC | History | No change | 6,738 | 292 | 0.04% | 0.04% | 23 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Belpointe Asset Management LLC | History | No change | 6,100 | 265 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 6,011 | 261 | 0.02% | 0.03% | 25 | -2,775 | -31.58% | Q4 2025 | Jan 21, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 5,724 | 248 | 0.0% | 0.0% | 26 | -1,540 | -21.2% | Q4 2025 | Feb 12, 2026 |
| Tripletail Wealth Management, LLC | History | New | 5,175 | 243 | 0.31% | — | 27 | +5,175 | New | Q4 2025 | Feb 12, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 5,427 | 235 | 0.01% | 0.01% | 28 | +202 | 3.87% | Q4 2025 | Feb 13, 2026 |
| McCartney Wealth Management LLC | History | New | 4,805 | 214 | 0.18% | — | 30 | +4,805 | New | Q4 2025 | Feb 17, 2026 |
| Geneos Wealth Management Inc. | History | No change | 4,938 | 214 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Farther Finance Advisors, LLC | History | No change | 3,545 | 154 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 2,774 | 120 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 1,753 | 76 | 0.0% | 0.01% | 33 | -1,338 | -43.29% | Q4 2025 | Feb 06, 2026 |
| Founders Financial Alliance, LLC | History | New | 1,570 | 68 | 0.01% | — | 34 | +1,570 | New | Q4 2025 | Feb 12, 2026 |
| First Command Advisory Services, Inc. | History | Reduced | 1,314 | 57 | 0.0% | 0.0% | 35 | -1,000 | -43.22% | Q4 2025 | Feb 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 900 | 39 | 0.0% | 0.0% | 36 | +88 | 10.84% | Q4 2025 | Feb 09, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 700 | 30 | 0.0% | — | 37 | +700 | New | Q4 2025 | Feb 03, 2026 |
| MORGAN STANLEY | History | No change | 486 | 21 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NBC SECURITIES, INC. | History | No change | 425 | 18 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Arax Advisory Partners | History | New | 248 | 10 | 0.0% | — | 40 | +248 | New | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,724 | -100.0% | Q3 2025 | Nov 14, 2025 |
| UBS Group AG | History | Reduced | 12 | 0 | — | 0.0% | — | -4,793 | -99.75% | Q4 2025 | Jan 29, 2026 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,940 | -100.0% | Q3 2025 | Nov 06, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -800 | -100.0% | Q3 2025 | Nov 18, 2025 |
| WELLS FARGO & COMPANY/MN | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 13, 2026 |