HERD institutional holders

PACER FDS TR · 13F, 2026Q2

Managers holding43
Shares held1,773,652
Reported value$83.5m
Quarter flows5 new, 17 added, 11 trimmed, 3 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Rockefeller Capital Management L.P.308,463$14.5m0.0%
ENVESTNET ASSET MANAGEMENT INC253,888$11.9m0.0%
LPL Financial LLC226,513$10.7m0.0%
Cetera Investment Advisers213,890$10.1m0.0%
RAYMOND JAMES FINANCIAL INC142,147$6.7m0.0%
OSAIC HOLDINGS, INC.114,492$5.4m0.0%
Clear Creek Financial Management, LLC81,998$3.9m0.2%
Centric Wealth Management64,907$3.1m0.5%
D.A. DAVIDSON & CO.64,198$3.0m0.0%
Advisory Resource Group38,599$1.8m0.3%
Cambridge Investment Research Advisors, Inc.35,663$1.7m0.0%
CITADEL ADVISORS LLC35,467$1.7m0.0%
Snowden Capital Advisors LLC18,484$869,9530.0%
OPPENHEIMER ASSET MANAGEMENT INC.16,452$774,3170.0%
JANE STREET GROUP, LLC14,473$681,1750.0%
Obermeyer Wealth Partners13,817$650,2850.0%
Convergence Financial, LLC13,476$634,2500.1%
WORLD EQUITY GROUP, INC.11,064$520,6890.1%
Kestra Advisory Services, LLC10,285$484,0770.0%
Geneos Wealth Management Inc.9,042$425,5990.0%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC8,770$420,9810.0%
Mariner, LLC8,246$388,1000.0%
COZAD ASSET MANAGEMENT INC8,103$381,3860.0%
MML INVESTORS SERVICES, LLC8,095$381,0040.0%
BNB Wealth Management, LLC7,607$358,0140.2%

Every holder, line by line, and the full history since 2013: yf.Client().holders("HERD"). HERD price history · All 13F data

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