Separate the three disclosure sources
Recent institutional filing receipts
Pacer US Small Cap Cash Cows ETF: source evidence dated 2026-10-10T12:08:28.848Z.
- Manager
- B. Riley Wealth Advisors, Inc.
- Report period
- 2025-03-31
- Available
- 2026-08-29
- Reported shares
- 24,429
- Value (USD)
- $916,102
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
Is this an insider transaction, 13F holding, or Congressional event?
Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.
13F 0001464811-26-000009Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.
Read CALF fundamentals
Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.
Read CALF fundamentalsKeep reporting dates and units beside the answer, and inspect its original citations.
Recent Form 4 activity
No matching purchases, sales or awards were returned in this 90-day public filing window.
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90-day public availability window, up to 50 records.
Recent institutional filing receipts
See the complete recent institutional filing receipts
These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.
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| B. Riley Wealth Advisors, Inc. | 2025-03-31 | 2026-08-29 | 24,429 | $916,102 | None |
| Corient Private Wealth LP | 2026-06-30 | 2026-08-28 | 46,289 | $2,342,667 | None |
| CARLSON FINANCIAL, INC. | 2026-06-30 | 2026-08-25 | 5,171 | $261,653 | None |
| CARLSON FINANCIAL, INC. | 2026-03-31 | 2026-08-25 | 14,178 | $636,167 | None |
| CARLSON FINANCIAL, INC. | 2025-12-31 | 2026-08-25 | 21,327 | $946,284 | None |
| WEST MICHIGAN ADVISORS, LLC | 2026-06-30 | 2026-08-22 | 6,552 | $331,603 | None |
| Forefront Wealth Partners, LLC | 2026-06-30 | 2026-08-21 | 83,261 | $4,213,817 | None |
| Kingsview Wealth Management, LLC | 2026-06-30 | 2026-08-20 | 30,591 | $1,548,199 | None |
| MERCER GLOBAL ADVISORS INC /ADV | 2026-06-30 | 2026-08-20 | 17,615 | $891,510 | None |
| Sankala Group LLC | 2026-06-30 | 2026-08-19 | 12,070 | $685,577 | None |
| Beacon Pointe Advisors, LLC | 2026-06-30 | 2026-08-19 | 30,358 | $1,536,401 | None |
| Copia Wealth Management | 2026-06-30 | 2026-08-19 | 35,125 | $1,777,676 | None |
| WNY Asset Management, LLC | 2026-06-30 | 2026-08-18 | 15,696 | $794,381 | None |
| Caitlin John, LLC | 2026-06-30 | 2026-08-18 | 53 | $2,682 | None |
| Corient Private Wealth LP | 2026-06-30 | 2026-08-18 | 46,424 | $2,349,499 | None |
| Winning Points Advisors, LLC | 2026-06-30 | 2026-08-18 | 8,509 | $430,640 | None |
| Winning Points Advisors, LLC | 2026-03-31 | 2026-08-18 | 8,509 | $381,799 | None |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2026-06-30 | 2026-08-18 | 8,741 | $442,699 | None |
| Equitable Holdings, Inc. | 2026-06-30 | 2026-08-18 | 79,852 | $4,041,277 | None |
| CENTAURUS FINANCIAL, INC. | 2026-06-30 | 2026-08-18 | 10,375 | $525,000 | None |
| MCGUIRE CAPITAL ADVISORS INC | 2026-06-30 | 2026-08-15 | 827 | $41,854 | None |
| Tripletail Wealth Management, LLC | 2026-06-30 | 2026-08-15 | 8,865 | $458,232 | None |
| AMERIFLEX GROUP, INC. | 2026-06-30 | 2026-08-15 | 7,241 | $366,457 | None |
| Glen Eagle Advisors, LLC | 2026-06-30 | 2026-08-15 | 16,026 | $811,057 | None |
| Modern Wealth Management, LLC | 2026-06-30 | 2026-08-15 | 46,300 | $2,343,218 | None |
| Mutual Advisors, LLC | 2026-06-30 | 2026-08-15 | 6,217 | $314,642 | None |
| Nemes Rush Group LLC | 2026-06-30 | 2026-08-15 | 144 | $7,288 | None |
| Perennial Investment Advisors, LLC | 2026-06-30 | 2026-08-15 | 4,994 | $252,718 | None |
| Ameritas Advisory Services, LLC | 2026-06-30 | 2026-08-15 | 6,787 | $343,487 | None |
| XTX Topco Ltd | 2026-06-30 | 2026-08-15 | 44,736 | $2,264,089 | None |
| Western Wealth Management, LLC | 2026-06-30 | 2026-08-15 | 26,182 | $1,325,088 | None |
| Foundations Investment Advisors, LLC | 2026-06-30 | 2026-08-15 | 10,070 | $509,634 | None |
| IFG Advisory, LLC | 2026-06-30 | 2026-08-15 | 4,748 | $240,289 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 12,480 | $631,628 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 17,028 | $861,810 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 11,066 | $560,071 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 721,063 | $36,505,442 | None |
| Trexquant Investment LP | 2026-06-30 | 2026-08-15 | 6,908 | $349,614 | None |
| Spectrum Strategic Capital Management, LLC | 2026-06-30 | 2026-08-15 | 11,563 | $585,203 | None |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2026-06-30 | 2026-08-15 | 32,725 | $1,656,212 | None |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2026-06-30 | 2026-08-15 | 36,821 | $1,863,511 | None |
| Ancora Advisors LLC | 2026-06-30 | 2026-08-15 | 120 | $6,073 | None |
| Medallion Wealth Advisors, LLC | 2026-06-30 | 2026-08-15 | 713 | $36,084 | None |
| Xcelsior Advisor Partners LLC | 2026-06-30 | 2026-08-15 | 15,165 | $767,510 | None |
| FIDUCIARY FINANCIAL ADVISORS | 2026-06-30 | 2026-08-15 | 62 | $3,138 | None |
| Gotham Asset Management, LLC | 2026-06-30 | 2026-08-15 | 52,316 | $2,647,713 | None |
| Family Manage LLC | 2026-06-30 | 2026-08-15 | 99,064 | $5,013,629 | None |
| Waverly Advisors, LLC | 2026-06-30 | 2026-08-15 | 5,913 | $299,257 | None |
| Invenomic Capital Management LP | 2026-06-30 | 2026-08-15 | 4,822 | $244,041 | None |
| &PARTNERS | 2026-06-30 | 2026-08-15 | 66,625 | $3,371,886 | None |
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90-day public filing window, up to 50 source positions.
Recent Congressional disclosures
No matching Congressional transactions were returned in this source preview.
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How to read the disclosure dates
The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.
Company insiders
SEC Form 4 purchases, sales and awards report transactions and their public filing availability.
Institutional managers
13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.
Congressional filers
Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.
Read the transaction codes
Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.