21 institutions reported holding $10.1M of PACER FDS TR (CAFG) in SEC 13F filings for 2026-06-30. Largest institutional holders: HighTower Advisors, LLC ($2.5M), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($2.2M), INDEPENDENT FINANCIAL GROUP, LLC ($1.3M), COMMONWEALTH EQUITY SERVICES, LLC ($1.3M), Connecticut Capital Management Group, LLC ($1.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | $2.5M | 72,833 | Added |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.2M | 64,413 | Trimmed |
| 3 | INDEPENDENT FINANCIAL GROUP, LLC | $1.3M | 38,324 | Added |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $1.3M | 37,261 | Added |
| 5 | Connecticut Capital Management Group, LLC | $1.2M | 34,887 | Added |
| 6 | CAPTRUST FINANCIAL ADVISORS | $478,958 | 14,087 | Hold |
| 7 | Sankala Group LLC | $395,781 | 11,685 | Added |
| 8 | Capital Analysts, LLC | $275,000 | 8,069 | Trimmed |
| 9 | DAVENPORT & Co LLC | $263,398 | 7,747 | Trimmed |
| 10 | OSAIC HOLDINGS, INC. | $120,347 | 3,538 | Added |
| 11 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $52,413 | 1,545 | Hold |
| 12 | Signature Equity Partners, LLC | $34,980 | 1,029 | Added |
| 13 | MORGAN STANLEY | $24,310 | 715 | New |
| 14 | Triumph Capital Management | $18,156 | 534 | Hold |
| 15 | Robinswood Financial LLC | $12,784 | 376 | New |
| 16 | MATHER GROUP, LLC. | $12,376 | 364 | Trimmed |
| 17 | Farther Finance Advisors, LLC | $3,426 | 101 | Hold |
| 18 | HARBOUR INVESTMENTS, INC. | $3,094 | 91 | New |
| 19 | IFP Advisors, Inc | $68 | 2 | Hold |
| 20 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $0 | 0 | Exited |
| 21 | Royal Bank of Canada | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30