# PACER FDS TR (CALF)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/CALF/

- Reporting holders: 20
- Reported value: $7.0M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $882.0K | 16,554 | 0.1% | 14 |
| [WINEBRENNER CAPITAL MANAGEMENT LLC](https://holderbook.com/funds/2047728-winebrenner-capital-management-llc/) | $826.4K | 15,510 | 0.5% | 8 |
| [City Center Advisors, LLC](https://holderbook.com/funds/2030341-city-center-advisors-llc/) | $752.7K | 14,127 | 0.6% | 11 |
| [Wealth Group Ltd](https://holderbook.com/funds/2010748-wealth-group-ltd/) | $748.4K | 13,898 | 0.1% | 12 |
| [Nautilus Advisors LLC](https://holderbook.com/funds/2083253-nautilus-advisors-llc/) | $484.9K | 9,101 | 0.3% | 8 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $422.4K | 7,928 | 0.0% | 11 |
| [TrueWealth Advisors, LLC](https://holderbook.com/funds/1817714-truewealth-advisors-llc/) | $395.0K | 7,414 | 0.1% | 13 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $327.8K | 6,152 | 0.1% | 7 |
| [FINANCIAL MANAGEMENT NETWORK INC](https://holderbook.com/funds/1844831-financial-management-network-inc/) | $295.5K | 5,487 | 0.0% | 18 |
| [Weaver Consulting Group](https://holderbook.com/funds/1780055-weaver-consulting-group/) | $292.3K | 5,486 | 0.1% | 4 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $274.1K | 5,145 | 0.0% | 5 |
| [Sound Income Strategies, LLC](https://holderbook.com/funds/1730960-sound-income-strategies-llc/) | $257.6K | 4,705 | 0.0% | 1 |
| [Vann Equity Management LLC](https://holderbook.com/funds/2018412-vann-equity-management-llc/) | $241.2K | 4,528 | 0.1% | 2 |
| [Whitaker-Myers Wealth Managers, LTD.](https://holderbook.com/funds/1973849-whitaker-myers-wealth-managers-ltd/) | $229.9K | 4,315 | 0.0% | 16 |
| [Post Resch Tallon Group Inc.](https://holderbook.com/funds/2054476-post-resch-tallon-group-inc/) | $214.5K | 4,025 | 0.1% | 2 |
| [Central Pacific Bank - Trust Division](https://holderbook.com/funds/2020066-central-pacific-bank-trust-division/) | $202.5K | 3,800 | 0.0% | 3 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $125.7K | 2,359 | 0.1% | 2 |
| [Coastline Trust Co](https://holderbook.com/funds/1324279-coastline-trust-co/) | $38.6K | 725 | 0.0% | 11 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $1.4K | 26 | 0.0% | 4 |
| [Go Invest LLC](https://holderbook.com/funds/2139692-go-invest-llc/) | $1.2K | 23 | 0.0% | 4 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $215 | 4,033 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 20 | $7.0M |
| Q2 2026 | 393 | $2.3B |
| Q1 2026 | 387 | $2.1B |
| Q4 2025 | 402 | $2.3B |
| Q3 2025 | 404 | $2.5B |
| Q2 2025 | 415 | $2.7B |
| Q1 2025 | 444 | $3.3B |
| Q4 2024 | 540 | $5.4B |
| Q3 2024 | 503 | $6.2B |
| Q2 2024 | 509 | $6.4B |
| Q1 2024 | 504 | $8.3B |
| Q4 2023 | 420 | $5.4B |