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 | 308,463 | 14,517 | 0.02% | 0.02% | 1 | +6,776 | 2.25% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 253,888 | 11,949 | 0.0% | 0.0% | 2 | +7,378 | 2.99% | Q2 2026 | Sep 23, 2026 |
| LPL Financial LLC | History | Added to | 226,513 | 10,660 | 0.0% | 0.0% | 3 | +9,131 | 4.2% | Q2 2026 | Aug 07, 2026 |
| Cetera Investment Advisers | History | Added to | 213,890 | 10,066 | 0.01% | 0.01% | 4 | +2,801 | 1.33% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 142,147 | 6,690 | 0.0% | 0.0% | 5 | +49,288 | 53.08% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 114,492 | 5,389 | 0.01% | 0.01% | 6 | +9,164 | 8.7% | Q2 2026 | Aug 14, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 81,998 | 3,859 | 0.25% | 0.27% | 7 | +4,696 | 6.07% | Q2 2026 | Jul 27, 2026 |
| Centric Wealth Management | History | No change | 64,907 | 3,055 | 0.47% | 0.61% | 8 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 64,198 | 3,021 | 0.02% | 0.02% | 9 | +2,418 | 3.91% | Q2 2026 | Jul 24, 2026 |
| Advisory Resource Group | History | Reduced | 38,599 | 1,816 | 0.27% | 0.31% | 10 | -814 | -2.07% | Q2 2026 | Jul 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 35,467 | 1,669 | 0.0% | 0.0% | 11 | -8,134 | -18.66% | Q2 2026 | Sep 02, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 18,484 | 869 | 0.02% | 0.02% | 12 | +5,442 | 41.73% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 17,868 | 841 | 0.0% | 0.0% | 13 | -1,190 | -6.24% | Q2 2026 | Jul 27, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 16,452 | 774 | 0.01% | 0.01% | 14 | -752 | -4.37% | Q2 2026 | Aug 03, 2026 |
| JANE STREET GROUP, LLC | History | New | 14,473 | 681 | 0.0% | — | 15 | +14,473 | New | Q2 2026 | Aug 14, 2026 |
| Obermeyer Wealth Partners | History | Reduced | 13,817 | 650 | 0.03% | 0.03% | 16 | -106 | -0.76% | Q2 2026 | Jul 29, 2026 |
| Convergence Financial, LLC | History | Added to | 13,476 | 634 | 0.05% | 0.03% | 17 | +6,738 | 100.0% | Q2 2026 | Aug 05, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 11,064 | 520 | 0.12% | 0.13% | 18 | +218 | 2.01% | Q2 2026 | Jul 09, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 10,285 | 484 | 0.0% | 0.0% | 19 | -75 | -0.72% | Q2 2026 | Jul 28, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 9,042 | 425 | 0.01% | 0.01% | 20 | +4,220 | 87.52% | Q2 2026 | Aug 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 8,770 | 420 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Mariner, LLC | History | Reduced | 8,246 | 388 | 0.0% | 0.0% | 22 | -150 | -1.79% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 8,095 | 381 | 0.0% | 0.0% | 23 | +1 | 0.01% | Q2 2026 | Aug 07, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 8,103 | 381 | 0.02% | 0.03% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNB Wealth Management, LLC | History | Added to | 7,607 | 358 | 0.2% | 0.22% | 25 | +1 | 0.01% | Q2 2026 | Aug 12, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 5,620 | 264 | 0.01% | 0.01% | 26 | +190 | 3.5% | Q2 2026 | Aug 14, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 5,500 | 258 | 0.01% | 0.01% | 27 | -600 | -9.84% | Q2 2026 | Jul 31, 2026 |
| McCartney Wealth Management LLC | History | No change | 4,805 | 226 | 0.17% | 0.18% | 28 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 4,335 | 204 | 0.01% | 0.02% | 29 | -507 | -10.47% | Q2 2026 | Jul 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 4,272 | 201 | 0.0% | 0.0% | 30 | -213 | -4.75% | Q2 2026 | Jul 29, 2026 |
| Ameritas Advisory Services, LLC | History | New | 3,425 | 161 | 0.0% | — | 31 | +3,425 | New | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | No change | 2,795 | 131 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 2,774 | 130 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Founders Financial Alliance, LLC | History | No change | 2,640 | 124 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 2,300 | 108 | 0.0% | 0.01% | 35 | -1,631 | -41.49% | Q2 2026 | Jul 24, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,803 | 84 | 0.0% | 0.0% | 36 | +940 | 108.92% | Q2 2026 | Aug 12, 2026 |
| First Command Advisory Services, Inc. | History | No change | 1,314 | 61 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 949 | 44 | 0.02% | — | 38 | +949 | New | Q2 2026 | Aug 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 912 | 43 | 0.0% | — | 39 | +912 | New | Q2 2026 | Aug 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 700 | 33 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NewEdge Advisors, LLC | History | New | 509 | 23 | 0.0% | — | 41 | +509 | New | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | Reduced | 435 | 20 | 0.0% | 0.0% | 43 | -1 | -0.23% | Q2 2026 | Aug 13, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 425 | 20 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CWM, LLC | History | No change | 81 | 3 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -800 | -100.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -212 | -100.0% | Q2 2026 | Aug 12, 2026 |