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 | 301,687 | 13,800 | 0.02% | 0.02% | 1 | +20,244 | 7.19% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 246,510 | 11,276 | 0.0% | 0.0% | 2 | +10,223 | 4.33% | Q1 2026 | May 04, 2026 |
| LPL Financial LLC | History | Reduced | 217,382 | 9,944 | 0.0% | 0.0% | 3 | -7,276 | -3.24% | Q1 2026 | May 06, 2026 |
| Cetera Investment Advisers | History | Reduced | 211,089 | 9,656 | 0.01% | 0.01% | 4 | -3,225 | -1.5% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 105,328 | 4,818 | 0.01% | 0.0% | 5 | +34,815 | 49.37% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 92,859 | 4,247 | 0.0% | — | 6 | +92,859 | New | Q1 2026 | May 14, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 77,302 | 3,536 | 0.27% | 0.26% | 7 | +3,812 | 5.19% | Q1 2026 | Apr 22, 2026 |
| Centric Wealth Management | History | Added to | 64,907 | 3,055 | 0.61% | 0.62% | 8 | +517 | 0.8% | Q1 2026 | May 12, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 61,780 | 2,826 | 0.02% | 0.01% | 9 | +6,612 | 11.99% | Q1 2026 | May 05, 2026 |
| CITADEL ADVISORS LLC | History | New | 43,601 | 1,994 | 0.0% | — | 10 | +43,601 | New | Q1 2026 | May 15, 2026 |
| Advisory Resource Group | History | Reduced | 39,413 | 1,802 | 0.31% | 1.09% | 11 | -103,576 | -72.44% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 19,058 | 872 | 0.0% | 0.0% | 12 | +494 | 2.66% | Q1 2026 | Apr 30, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 17,204 | 786 | 0.01% | 0.01% | 13 | -6,177 | -26.42% | Q1 2026 | Apr 23, 2026 |
| Obermeyer Wealth Partners | History | No change | 13,923 | 636 | 0.03% | 0.03% | 14 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Snowden Capital Advisors LLC | History | New | 13,042 | 596 | 0.02% | — | 15 | +13,042 | New | Q1 2026 | May 14, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 10,846 | 496 | 0.13% | 0.13% | 16 | +241 | 2.27% | Q1 2026 | May 06, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 10,360 | 473 | 0.0% | 0.0% | 17 | +77 | 0.75% | Q1 2026 | Apr 30, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 8,770 | 402 | 0.0% | 0.0% | 18 | -819 | -8.54% | Q1 2026 | Apr 08, 2026 |
| Mariner, LLC | History | Reduced | 8,396 | 384 | 0.0% | 0.0% | 19 | -266 | -3.07% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 8,094 | 370 | 0.0% | 0.0% | 20 | -367 | -4.34% | Q1 2026 | May 04, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 8,082 | 351 | 0.03% | 0.03% | 21 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BNB Wealth Management, LLC | History | Reduced | 7,606 | 347 | 0.22% | 0.21% | 22 | -6 | -0.08% | Q1 2026 | May 13, 2026 |
| Convergence Financial, LLC | History | No change | 6,738 | 308 | 0.03% | 0.04% | 23 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Belpointe Asset Management LLC | History | No change | 6,100 | 279 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 5,430 | 248 | 0.01% | 0.01% | 25 | +3 | 0.06% | Q1 2026 | May 12, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 4,842 | 221 | 0.02% | 0.02% | 26 | -1,169 | -19.45% | Q1 2026 | May 05, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 4,822 | 220 | 0.01% | 0.01% | 27 | -116 | -2.35% | Q1 2026 | May 04, 2026 |
| McCartney Wealth Management LLC | History | No change | 4,805 | 219 | 0.18% | 0.18% | 28 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 4,485 | 205 | 0.0% | 0.0% | 29 | -1,239 | -21.65% | Q1 2026 | Apr 27, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 3,931 | 179 | 0.01% | 0.0% | 30 | +2,178 | 124.24% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 2,795 | 128 | 0.0% | 0.0% | 31 | -750 | -21.16% | Q1 2026 | Apr 07, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 2,774 | 126 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 2,640 | 120 | 0.02% | 0.01% | 33 | +1,070 | 68.15% | Q1 2026 | May 11, 2026 |
| First Command Advisory Services, Inc. | History | No change | 1,314 | 60 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 863 | 39 | 0.0% | 0.0% | 35 | -37 | -4.11% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 800 | 36 | 0.0% | — | 36 | +800 | New | Q1 2026 | May 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 700 | 32 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| MORGAN STANLEY | History | Reduced | 436 | 19 | 0.0% | 0.0% | 39 | -50 | -10.29% | Q1 2026 | May 15, 2026 |
| NBC SECURITIES, INC. | History | No change | 425 | 19 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 212 | 9 | 0.0% | — | 40 | +212 | New | Q1 2026 | May 07, 2026 |
| CWM, LLC | History | New | 81 | 3 | 0.0% | — | 41 | +81 | New | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40,024 | -100.0% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -18,231 | -100.0% | Q1 2026 | May 15, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,893 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Tripletail Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.31% | — | -5,175 | -100.0% | Q1 2026 | May 14, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -248 | -100.0% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 11, 2026 |