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Pacer Cash Cows Fund of Fund (HERD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares238,492 from 226,513
Change+11,979 (+5%)
Value$11.7M (+$992.0K)
Filed 2026-11-06
Clear Creek Financial Management, LLC
DECREASED
Shares78,526 from 81,998
Change-3,472 (-4%)
Value$3.8M (-$22.4K)
Filed 2026-10-28
D.A. Davidson & Co.
INCREASED
Shares67,916 from 64,198
Change+3,718 (+6%)
Value$3.3M (+$296.9K)
Filed 2026-10-28
Advisory Resource Group
DECREASED
Shares36,009 from 38,599
Change-2,590 (-7%)
Value$1.8M (-$57.2K)
Filed 2026-10-26
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares20,653 from 17,795
Change+2,858 (+16%)
Value$1.0K (-$837.0K)
Filed 2026-11-02
Oppenheimer Asset Management Inc.
DECREASED
Shares14,902 from 16,452
Change-1,550 (-9%)
Value$728.1K (-$46.2K)
Filed 2026-10-27
Obermeyer Wealth Partners
UNCHANGED
Shares13,817 from 13,817
Change0 (0%)
Value$675.1K (+$24.8K)
Filed 2026-10-21
Kestra Advisory Services, LLC
INCREASED
Shares12,552 from 10,285
Change+2,267 (+22%)
Value$613.3K (+$129.2K)
Filed 2026-11-02
World Equity Group, Inc.
INCREASED
Shares11,179 from 11,064
Change+115 (+1%)
Value$546.2K (+$25.6K)
Filed 2026-10-14
BNB Wealth Management, LLC
INCREASED
Shares9,069 from 7,607
Change+1,462 (+19%)
Value$443.1K (+$85.1K)
Filed 2026-10-28
Wealth Enhancement Advisory Services, LLC
UNCHANGED
Shares8,770 from 8,770
Change0 (0%)
Value$434.2K (+$13.3K)
Filed 2026-10-13
Convergence Financial, LLC
DECREASED
Shares6,810 from 13,476
Change-6,666 (-49%)
Value$332.8K (-$301.5K)
Filed 2026-10-27
Farther Finance Advisors, LLC
INCREASED
Shares4,937 from 2,795
Change+2,142 (+77%)
Value$241.2K (+$109.7K)
Filed 2026-10-08
Commonwealth Equity Services, LLC
INCREASED
Shares4,307 from 4,272
Change+35 (+1%)
Value$210.5K (+$9.4K)
Filed 2026-11-02
Capital Investment Advisory Services, LLC
DECREASED
Shares3,940 from 4,335
Change-395 (-9%)
Value$192.5K (-$11.5K)
Filed 2026-10-30
Creative Financial Designs Inc
UNCHANGED
Shares2,774 from 2,774
Change0 (0%)
Value$135.5K (+$5.0K)
Filed 2026-11-04
EverSource Wealth Advisors, LLC
DECREASED
Shares1,741 from 2,300
Change-559 (-24%)
Value$85.1K (-$23.2K)
Filed 2026-11-04
First Command Advisory Services, Inc.
UNCHANGED
Shares1,314 from 1,314
Change0 (0%)
Value$64.2K (+$2.4K)
Filed 2026-11-05
Lanark Financial, Inc.
UNCHANGED
Shares425 from 425
Change0 (0%)
Value$20.8K (+$764)
Filed 2026-10-26
GK Wealth Management LLC
NEW
Shares378
Change+378
Value$18.5K
Filed 2026-10-09
International Assets Investment Management, LLC
CLOSED
Shares0 from 700
Change-700 (-100%)
Value$0 (-$33.0K)
Filed 2026-11-02
Rockefeller Capital Management L.P.
N/A
Shares— from 308,463
Change-308,463 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 253,888
Change-253,888 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 213,890
Change-213,890 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 142,147
Change-142,147 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 114,492
Change-114,492 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 64,907
Change-64,907 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 35,467
Change-35,467 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 18,484
Change-18,484 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 14,473
Change-14,473 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 9,042
Change-9,042 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 8,246
Change-8,246 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 8,103
Change-8,103 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 8,095
Change-8,095 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 5,620
Change-5,620 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 5,500
Change-5,500 (-100%)
Value—
McCartney Wealth Management LLC
N/A
Shares— from 4,805
Change-4,805 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 3,425
Change-3,425 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 2,640
Change-2,640 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,803
Change-1,803 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 949
Change-949 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 912
Change-912 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 509
Change-509 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 435
Change-435 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 0
Change0
Value—
Status
LPL Financial LLC
INCREASED238,492226,513+11,979+5%$10.7M$11.7M+$992.0K2026-11-06
Clear Creek Financial Management, LLC
DECREASED78,52681,998-3,472-4%$3.9M$3.8M-$22.4K2026-10-28
D.A. Davidson & Co.
INCREASED67,91664,198+3,718+6%$3.0M$3.3M+$296.9K2026-10-28
Advisory Resource Group
DECREASED36,00938,599-2,590-7%$1.8M$1.8M-$57.2K2026-10-26
Cambridge Investment Research Advisors, Inc.
INCREASED20,65317,795+2,858+16%$838.0K$1.0K-$837.0K2026-11-02
Oppenheimer Asset Management Inc.
DECREASED14,90216,452-1,550-9%$774.3K$728.1K-$46.2K2026-10-27
Obermeyer Wealth Partners
UNCHANGED13,81713,81700%$650.3K$675.1K+$24.8K2026-10-21
Kestra Advisory Services, LLC
INCREASED12,55210,285+2,267+22%$484.1K$613.3K+$129.2K2026-11-02
World Equity Group, Inc.
INCREASED11,17911,064+115+1%$520.7K$546.2K+$25.6K2026-10-14
BNB Wealth Management, LLC
INCREASED9,0697,607+1,462+19%$358.0K$443.1K+$85.1K2026-10-28
Wealth Enhancement Advisory Services, LLC
UNCHANGED8,7708,77000%$421.0K$434.2K+$13.3K2026-10-13
Convergence Financial, LLC
DECREASED6,81013,476-6,666-49%$634.3K$332.8K-$301.5K2026-10-27
Farther Finance Advisors, LLC
INCREASED4,9372,795+2,142+77%$131.6K$241.2K+$109.7K2026-10-08
Commonwealth Equity Services, LLC
INCREASED4,3074,272+35+1%$201.1K$210.5K+$9.4K2026-11-02
Capital Investment Advisory Services, LLC
DECREASED3,9404,335-395-9%$204.0K$192.5K-$11.5K2026-10-30
Creative Financial Designs Inc
UNCHANGED2,7742,77400%$130.6K$135.5K+$5.0K2026-11-04
EverSource Wealth Advisors, LLC
DECREASED1,7412,300-559-24%$108.3K$85.1K-$23.2K2026-11-04
First Command Advisory Services, Inc.
UNCHANGED1,3141,31400%$61.8K$64.2K+$2.4K2026-11-05
Lanark Financial, Inc.
UNCHANGED42542500%$20.0K$20.8K+$7642026-10-26
GK Wealth Management LLC
NEW378—+378——$18.5K—2026-10-09
International Assets Investment Management, LLC
CLOSED0700-700-100%$33.0K$0-$33.0K2026-11-02
Rockefeller Capital Management L.P.
N/A—308,463-308,463-100%$14.5M———
Envestnet Asset Management Inc
N/A—253,888-253,888-100%$11.9M———
Cetera Investment Advisers
N/A—213,890-213,890-100%$10.1M———
Raymond James Financial Inc
N/A—142,147-142,147-100%$6.7M———
Osaic Holdings, Inc.
N/A—114,492-114,492-100%$5.4M———
Centric Wealth Management
N/A—64,907-64,907-100%$3.1M———
Citadel Advisors LLC
N/A—35,467-35,467-100%$1.7M———
Snowden Capital Advisors LLC
N/A—18,484-18,484-100%$870.0K———
Jane Street Group, LLC
N/A—14,473-14,473-100%$681.2K———
Geneos Wealth Management Inc.
N/A—9,042-9,042-100%$425.6K———
Mariner, LLC
N/A—8,246-8,246-100%$388.1K———
Cozad Asset Management Inc
N/A—8,103-8,103-100%$381.4K———
MML Investors Services, LLC
N/A—8,095-8,095-100%$381.0K———
Ausdal Financial Partners, Inc.
N/A—5,620-5,620-100%$264.5K———
Belpointe Asset Management LLC
N/A—5,500-5,500-100%$258.9K———
McCartney Wealth Management LLC
N/A—4,805-4,805-100%$226.2K———
Ameritas Advisory Services, LLC
N/A—3,425-3,425-100%$161.2K———
Founders Financial Alliance, LLC
N/A—2,640-2,640-100%$124.3K———
Harbour Investments, Inc.
N/A—1,803-1,803-100%$84.9K———
Innovative Asset Advisors Group, LLC
N/A—949-949-100%$44.7K———
Jones Financial Companies Lllp
N/A—912-912-100%$43.2K———
NewEdge Advisors, LLC
N/A—509-509-100%$24.0K———
Morgan Stanley
N/A—435-435-100%$20.5K———
Wells Fargo & Company
N/A—00—$14———
Showing 45 of 45 institutions