Who Owns Pacer Cash Cows Fund of Funds ETF (HERD)?Hedge Fund & Institutional Holders

$45.24-0.06 (-0.12%)Financial ServicesNASDAQ

Institutional Holders

43

as of Q4 2025

Total Institutional Value

$1.200000023970002e+147T

% of Float Held

QoQ Change in Holders

+14 / -3

Price History

$32.67$36.36$40.06$43.75$47.45Aug 24Jun 25Mar 26

HERD — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Rockefeller Capital Management L.P.Increased+208K+$8.9B
D.A. DAVIDSON & CO.New Position+55K+$2.4B
Obermeyer Wealth PartnersNew Position+14K+$605.0M
WORLD EQUITY GROUP, INC.New Position+11K+$460.0M
Belpointe Asset Management LLCNew Position+6K+$265.0M
Capital Investment Advisory Services, LLCNew Position+6K+$261.0M
Geneos Wealth Management Inc.New Position+5K+$214.0M
Founders Financial Alliance, LLCNew Position+2K+$68.0M
First Command Advisory Services, Inc.New Position+1K+$57.0M
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCNew Position+700+$30.0M
ENVESTNET ASSET MANAGEMENT INCNew Position+236K+$10.0M
Advisory Resource GroupNew Position+143K+$6.2M
Centric Wealth ManagementNew Position+64K+$2.9M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+10K+$426K
BNB Wealth Management, LLCNew Position+8K+$330K

HERD — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Cetera Investment AdvisersDecreased-199K-$17.5B
CITADEL ADVISORS LLCClosed Position-15K-$623.7M
MML INVESTORS SERVICES, LLCDecreased-571-$382.6M
UBS Group AGDecreased-5K-$203.5M
EverSource Wealth Advisors, LLCDecreased-1K-$130.9M
OPPENHEIMER ASSET MANAGEMENT INC.Decreased-3K-$96.0M
Advisory Services Network, LLCClosed Position-800-$33.9M
PRINCIPAL SECURITIES, INC.Closed Position-1K-$42K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Rockefeller Capital Management L.P.280,811$12.0B21.60%Share
2D.A. DAVIDSON & CO.55,168$2.4B14.68%Share
3OSAIC HOLDINGS, INC.68,051$2.0B2.92%Share
4OPPENHEIMER ASSET MANAGEMENT INC.23,381$1.0B12.49%Share
5Obermeyer Wealth Partners13,923$605.0M0.03%Share
6WORLD EQUITY GROUP, INC.10,605$460.0M0.13%Share
7Convergence Financial, LLC6,738$292.0M0.04%Share
8Belpointe Asset Management LLC6,100$265.0M0.01%Share
9Capital Investment Advisory Services, LLC6,011$261.0M0.02%Share
10Geneos Wealth Management Inc.4,938$214.0M0.01%Share
11Farther Finance Advisors, LLC3,545$154.0M1.65%Share
12CREATIVE FINANCIAL DESIGNS INC /ADV2,774$120.0M0.01%Share
13Founders Financial Alliance, LLC1,570$68.0M0.01%Share
14First Command Advisory Services, Inc.1,314$57.0M0.40%Share
15INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC700$30.0M0.00%Share
16ENVESTNET ASSET MANAGEMENT INC236,287$10.0M0.00%Share
17Cetera Investment Advisers214,314$9.0M0.01%Share
18LPL Financial LLC224,658$9.0M0.00%Share
19Advisory Resource Group142,989$6.2M1.09%Share
20Clear Creek Financial Management, LLC73,490$3.2M0.26%Share
21Centric Wealth Management64,390$2.9M0.62%Share
22JANE STREET GROUP, LLC40,024$1.0M0.00%Share
23WEALTH ENHANCEMENT ADVISORY SERVICES, LLC9,589$426K0.00%Share
24BNB Wealth Management, LLC7,612$330K0.21%Share
25FOUNDERS FINANCIAL SECURITIES LLC6,893$299K0.02%Share
26Tripletail Wealth Management, LLC5,175$243K0.31%Share
27Ausdal Financial Partners, Inc.5,427$235K0.01%Share
28McCartney Wealth Management LLC4,805$214K0.18%Share
29EverSource Wealth Advisors, LLC1,753$76K0.00%Share
30HARBOUR INVESTMENTS, INC.900$39K0.00%Share
31NBC SECURITIES, INC.425$18K0.00%Share
32Cambridge Investment Research Advisors, Inc.18,564$00.00%Share
33COMMONWEALTH EQUITY SERVICES, LLC5,724$00.00%Share
34Kestra Advisory Services, LLC10,283$00.00%Share
35Arax Advisory Partners248$00.00%Share
36SUSQUEHANNA INTERNATIONAL GROUP, LLP18,231$00.00%Share
37Mariner, LLC8,662$00.00%Share
38MML INVESTORS SERVICES, LLC8,461$00.00%Share
39OSAIC HOLDINGS, INC.2,462$00.00%Share
40WELLS FARGO & COMPANY/MN1$00.00%Share
41MORGAN STANLEY1$00.00%Share
42MORGAN STANLEY485$00.00%Share
43UBS Group AG12$00.00%Share

HERD Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202541$20.0B+17
Q3 202524$36.4B-13
Q2 202537$46.8B+1
Q1 202536$50.8B+0
Q4 202436$611.1B-1
Q3 202437$16.5T+1
Q2 202436$7.6T+6
Q1 202430$8.5T

Similar Stocks by Institutional Ownership

As of Q4 2025, 43 institutional investors hold HERD (Pacer Cash Cows Fund of Funds ETF). The largest holder is Rockefeller Capital Management L.P. with $12.0B in shares. This quarter, 14 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own HERD?

As of Q4 2025, 43 institutional investors report holding HERD (Pacer Cash Cows Fund of Funds ETF) in their 13F filings.

Who is the largest institutional holder of HERD?

The largest institutional holder of HERD is Rockefeller Capital Management L.P. with $12.0B in shares.

Is institutional ownership of HERD increasing or decreasing?

This quarter, 14 institutions opened new positions in HERD and 3 closed their positions.