Who owns HERD?
Pacer Cash Cows Fund of Funds ETF · Pacer
44 institutions reported holding HERD, worth $83.5M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of HERD
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Rockefeller Capital Management L.P. | New York, NY | $14.5M | 308,463 | +6,776 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $11.9M | 253,888 | +7,378 shares |
| LPL Financial LLC | Fort Mill, SC | $10.7M | 226,513 | +9,131 shares |
| Cetera Investment Advisers | Schaumburg, IL | $10.1M | 213,890 | +2,801 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $6.7M | 142,147 | +49,288 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $5.4M | 114,492 | +9,164 shares |
| Clear Creek Financial Management, LLC | Silverdale, WA | $3.9M | 81,998 | +4,696 shares |
| Centric Wealth Management | Chicago, IL | $3.1M | 64,907 | No change |
| D.A. Davidson & Co. | Great Falls, MT | $3.0M | 64,198 | +2,418 shares |
| Advisory Resource Group | Tulsa, OK | $1.8M | 38,599 | −814 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns HERD?
44 institutional managers reported holding HERD in Form 13F filings for June 30, 2026, worth $83.5M in total. The largest reported position was held by Rockefeller Capital Management L.P., at $14.5M.
Did institutions buy or sell HERD last quarter?
Reported 13F value rose 11.1% from March 31, 2026, which includes price moves as well as buying and selling. 5 firms reported a new position and 2 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is HERD ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.