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Disclosery

COWG PACER FDS TR

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US LRG CP CASH (fund)

246 managers (248 13F filers) reported a position in COWG shares at 2026-06-30, 39,652,259 shares in all. 35 filers opened a position and 21 filers sold out during the quarter.

Managers
246
13F filers
248
New
35
Added
107
Reduced
86
Sold out
21
Shares held by filers
39,652,259

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/6,060,603$243M0.02%-209,52713F-HRTimelineGroup
LPL Financial LLC5,208,628$209M0.05%+26,68813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,236,326$89.8M0.02%+10,50813F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,805,902$69.1M0.03%+66,88713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,682,025$67.5M0.02%-136,76513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,580,176$63.4M<0.01%+110,20713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,126,523$45.2M0.01%-898,49313F-HRTimelineGroup
Cetera Investment Advisers1,103,243$44.3M0.04%+13,77413F-HRTimeline
Cambridge Investment Research Advisors,…1,017,696$40.9M0.09%+4,53413F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.892,744$35.8M0.04%-10,16713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC778,017$31.2M0.06%-295,34113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding754,297$30.3M+34,418Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…580,323$23.3M0.01%+45,02613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA527,699$21.2M<0.01%-18,27113F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP508,853$20.4M0.02%+2,84313F-HRTimelineGroup
Aspire Capital Advisors LLC504,916$20.3M3.95%+8,72113F-HRTimeline
Foundations Investment Advisors, LLC491,913$19.7M0.2%+23,65613F-HRTimeline
Heck Capital Advisors, LLC474,716$19.1M1.14%+84313F-HRTimeline
Clark Capital Management Group, Inc.473,741$19M0.1%-57,45913F-HRTimeline
HighTower Advisors, LLC440,174$17.7M0.02%+8,99913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC437,649$17.6M0.02%-53,17013F-HRTimeline
RVW Wealth, LLC385,836$15.5M1.02%+43,84813F-HRTimeline
Steward Partners Investment Advisory, L…365,837$14.7M0.07%+1,34513F-HRTimeline
Plan Group Financial, LLC325,050$13M2.7%+50,20013F-HRTimeline
Sylvest Advisors, LLC306,096$12.3M5.54%-5,58313F-HRTimeline
HBW ADVISORY SERVICES LLC254,073$10.2M0.92%+4,88413F-HRTimeline
Z3 Capital Partners, LLC251,710$10.1M2.12%-3,33013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC237,443$9.53M<0.01%-52,66113F-HRTimelineGroup
Team Financial Group, LLC229,660$9.22M3.91%+3,38013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…229,378$9M0.02%+3,98813F-HRTimeline
Cornerstone Wealth Management, LLC222,996$8.95M0.38%-13,10113F-HRTimeline
Orion Porfolio Solutions, LLC207,912$8.35M0.06%-25,56113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…206,298$8.28M0.01%-115,62913F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC192,829$7.74M0.3%+19,64313F-HRTimeline
Ethos Financial Group, LLC209,382$7.73M0.52%new13F-HRTimeline
Laurel Wealth Planning LLC167,019$6.71M2.97%-6,10013F-HRTimeline
Marble Wealth, LLC164,698$6.61M1.01%-4,13713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.160,855$6.46M0.01%+10,07813F-HRTimelineGroup
VERUS CAPITAL PARTNERS, LLC152,292$6.11M0.33%+3,88913F-HRTimeline
Guilbault Capital LLC144,360$5.8M5.82%-5,55313F-HRTimeline
ATLANTIC FAMILY WEALTH, LLC140,972$5.66M3.62%+2,52013F-HRTimeline
BNB Wealth Management, LLC137,263$5.51M3.01%-63,11413F-HRTimeline
Advisory Services Network, LLC130,062$5.22M0.06%-51613F-HRTimeline
Fortis Advisors, LLC129,814$5.21M2.44%-34213F-HRTimeline
Tandem Investment Partners LLC127,475$5.12M3.94%+3,18713F-HRTimeline
Kingsview Wealth Management, LLC127,435$5.12M0.06%-64,04513F-HRTimeline
Arkadios Wealth Advisors126,464$5.08M0.08%+5,61713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…124,070$4.98M0.17%+17,48713F-HRTimelineGroup
ARQ WEALTH ADVISORS, LLC126,084$4.77M0.59%+94,44413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC118,634$4.76M0.06%-14,44613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP111,671$4.48M<0.01%-37,86313F-HRTimelineGroup
Summit Financial, LLC103,319$4.15M0.05%+50,93113F-HRTimeline
Bellars Harris Wealth Management, LLC97,291$3.91M0.8%13F-HRTimeline
NewEdge Advisors, LLC95,393$3.83M0.01%-2,34913F-HRTimeline
&PARTNERS94,748$3.8M0.02%+7,65013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.94,143$3.78M0.02%+27213F-HRTimelineGroup
PCG Wealth Advisors, LLC94,014$3.77M0.84%+1,88713F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP93,400$3.75M<0.01%new13F-HRTimelineGroup
Waverly Advisors, LLC91,940$3.69M0.02%-3,33613F-HRTimeline
HARBOUR INVESTMENTS, INC.87,867$3.53M0.05%+2,16713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO88,357$3.5M<0.01%-12,96113F-HRTimelineGroup
World Investment Advisors101,729$3.45M0.06%-2,24913F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…81,932$3.29M0.06%+7,76013F-HRTimelineGroup
Teamwork Financial Advisors, LLC81,325$3.26M0.3%-1,15713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC80,923$3.25M0.02%-45213F-HRTimelineGroup
Atlas Private Wealth Advisors77,097$3.1M0.68%+7,89713F-HRTimeline
IHT Wealth Management, LLC76,942$3.09M0.07%+14,09513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC76,865$3.09M<0.01%new13F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC74,398$2.99M0.06%+1,57913F-HRTimeline
Mason & Associates Inc74,032$2.97M0.48%-14,63513F-HRTimeline
Kovack Advisors, Inc.73,748$2.96M0.14%+5,19313F-HRTimeline
Private Advisor Group, LLC71,717$2.88M0.01%+34,91513F-HRTimeline
AssuredPartners Investment Advisors, LLC66,826$2.68M0.26%+38213F-HRTimeline
First Heartland Consultants, Inc.65,876$2.64M0.17%+6,89813F-HRTimeline
Savvy Advisors, Inc.64,910$2.61M0.06%+7,52613F-HRTimeline
CRUX WEALTH ADVISORS63,113$2.53M0.88%+61913F-HRTimeline
Gotham Asset Management, LLC61,371$2.46M0.01%+28213F-HRTimeline
FORTEM FINANCIAL GROUP, LLC61,269$2.46M0.5%-2,12413F-HRTimeline
Commerce Advisors, LLC59,370$2.38M1.29%+47113F-HRTimeline
Lighthouse Wealth Management Inc.59,267$2.38M1.48%-11,32713F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC59,210$2.38M0.11%+20813F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…57,241$2.3M0.25%-21513F-HRTimeline
Empirical Asset Management, LLC56,187$2.26M0.51%+4,67513F-HRTimeline
Centurion Wealth Management LLC52,724$2.12M0.51%-35,22613F-HRTimeline
Noble Wealth Management PBC51,856$2.08M0.95%-16,76213F-HRTimeline
Belpointe Asset Management LLC50,198$2.02M0.07%+13,08513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC49,935$2M0.02%+1,79313F-HRTimelineGroup
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC49,894$2M0.5%+5,27613F-HRTimelineGroup
XML Financial, LLC48,104$1.93M0.14%+3,79513F-HRTimeline
SMITH, MOORE & CO.46,723$1.88M0.12%-4,01213F-HRTimeline
Sanctuary Advisors, LLC46,534$1.87M0.01%-27,11113F-HRTimeline
Geneos Wealth Management Inc.46,030$1.85M0.04%+4,04813F-HRTimeline
Per Stirling Capital Management, LLC.45,667$1.83M0.17%-27,28713F-HRTimeline
ROMANO BROTHERS AND COMPANY43,941$1.76M0.18%+86713F-HRTimeline
Comprehensive Financial Consultants Ins…42,124$1.69M0.45%+78613F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.41,733$1.68M0.02%-3,86913F-HRTimelineGroup
Post Resch Tallon Group Inc.41,583$1.67M1.15%-40013F-HRTimeline
Long Island Wealth Management, Inc.41,188$1.65M0.68%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV40,464$1.62M0.08%-1,25013F-HRTimeline
Clay Northam Wealth Management, LLC38,843$1.56M0.77%-6,43013F-HRTimeline
Rubicon Advisors, GP38,687$1.55M1.13%-116,69213F-HRTimeline
VISTA INVESTMENT PARTNERS LLC38,680$1.55M0.39%+54413F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC38,263$1.54M0.11%-850,74413F-HRTimeline
Modern Wealth Management, LLC38,254$1.54M0.02%new13F-HRTimeline
Empire Financial Management Company, LLC36,363$1.46M0.58%+27313F-HRTimeline
PRIVATE CLIENT SERVICES, LLC36,304$1.46M0.38%-6,72813F-HRTimeline
OFC FINANCIAL PLANNING, LLC35,750$1.44M1.27%+83613F-HRTimeline
JBR Co Financial Management Inc35,232$1.41M0.52%-4,62313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV35,169$1.41M0.07%+2,91113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…35,046$1.41M<0.01%+28,97113F-HRTimelineGroup
UBS Group AGin group UBS Group AG34,835$1.4M<0.01%+6,07813F-HRTimelineGroup
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…33,457$1.34M0.26%+5,06613F-HRTimeline
DAVENPORT & Co LLC32,456$1.3M0.01%+17613F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …31,728$1.27M0.02%-1,02413F-HRTimelineGroup
HB Wealth Management, LLC31,387$1.26M0.01%+18,29013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management31,324$1.26M0.01%+1,67913F-HRTimelineGroup
COZAD ASSET MANAGEMENT INC30,968$1.24M0.08%+4,85613F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…30,567$1.23M0.02%+15,16913F-HRTimelineGroup
J.W. COLE ADVISORS, INC.29,942$1.2M0.02%-40213F-HRTimeline
Compass Advisory Group LLC27,380$1.1M0.26%+2313F-HRTimeline
Tripletail Wealth Management, LLC28,021$1.09M1.25%-1,43613F-HRTimeline
Fearless Solutions, LLC dba Best Invest26,319$1.06M0.56%+1,70013F-HRTimeline
Perissos Private Wealth Management, LLC25,413$1.02M0.69%new13F-HRTimeline
AE Wealth Management LLC25,263$1.01M<0.01%+5,92413F-HRTimeline
Western Wealth Management, LLC24,621$988K0.03%-3,59313F-HRTimeline
Sigma Planning Corp24,395$979K0.02%-56013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers24,242$973K<0.01%+9,84013F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding26,040$971K+13,070Timeline
Prospera Financial Services Inc23,688$951K0.01%+1,15913F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC23,595$947K0.15%-2,70513F-HRTimeline
HighPoint Advisor Group LLC23,366$938K0.03%+10913F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC23,092$927K0.61%+57013F-HRTimeline
Sankala Group LLC23,148$920K0.61%+8,14013F-HRTimeline
HUB Investment Partners, LLC22,765$914K0.02%+1,40213F-HRTimeline
RFG Advisory, LLC22,494$903K0.01%-191,01913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC22,095$887K0.02%-1,79513F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC21,816$876K<0.01%+19613F-HRTimelineGroup
PFG Investments, LLC21,606$867K0.03%-11,76113F-HRTimeline
Ellis Investment Partners, LLC21,098$847K0.13%+1,18913F-HRTimeline
Ausdal Financial Partners, Inc.20,860$837K0.03%+4,75413F-HRTimeline
IFP Advisors, Inc20,330$816K0.01%+2,05913F-HRTimeline
Copia Wealth Management19,613$787K0.47%-1,54513F-HRTimeline
Janney Montgomery Scott LLC19,403$779K<0.01%-3,99613F-HRTimeline
CALTON & ASSOCIATES, INC.18,739$752K0.11%new13F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd17,670$709K0.01%+4,57913F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC17,123$687K<0.01%-16,80413F-HRTimelineGroup
Y-Intercept (Hong Kong) Ltd16,706$671K0.01%new13F-HRTimeline
Signature Equity Partners, LLC16,109$647K0.3%-1,68113F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…15,935$640K0.02%-4,15613F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.16,821$638K0.03%+8,42413F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…15,953$632K0.04%+7,96013F-HRTimeline
Clarity Asset Management, Inc.14,625$587K0.29%+6913F-HRTimeline
D.A. DAVIDSON & CO.14,605$586K<0.01%+49913F-HRTimeline
White Knight Strategic Wealth Advisors,…14,300$574K0.4%+3,57713F-HRTimeline
Visionary Horizons, LLC14,001$562K0.23%+6,18613F-HRTimeline
GK Wealth Management LLC13,839$556K0.34%new13F-HRTimeline
Maridea Wealth Management LLC12,578$505K0.05%+11513F-HRTimeline
Palumbo Wealth Management LLC12,290$493K0.1%-1,28313F-HRTimeline
OxenFree Capital LLC12,415$481K0.22%-76113F-HRTimeline
Pasadena Private Wealth, LLC11,955$480K0.06%-39813F-HRTimeline
Nilsine Partners, LLC11,810$474K0.03%+1,81913F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …11,736$471K<0.01%new13F-HRTimelineGroup
WIN ADVISORS, INC11,336$455K0.16%-1,20713F-HRTimeline
MONEY CONCEPTS CAPITAL CORP11,297$454K0.02%-24713F-HRTimeline
EP Wealth Advisors, LLC11,152$448K<0.01%-98213F-HRTimeline
Cooper Financial Group10,273$412K0.03%013F-HRTimeline
Csenge Advisory Group10,163$408K0.02%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED9,463$380K0.02%+2,69213F-HRTimeline
Cresset Asset Management, LLC9,397$377K<0.01%+713F-HRTimeline
TrueWealth Advisors, LLC9,100$365K0.08%-4,28313F-HRTimeline
Runnymede Capital Advisors, Inc.8,909$358K0.21%-1,31813F-HRTimeline
CATHY PARETO & ASSOCIATES, INC8,745$351K0.21%+92913F-HRTimeline
Total Clarity Wealth Management, Inc.8,706$350K0.07%-2,71913F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…8,688$349K0.01%-37,46313F-HRTimelineGroup
High Net Worth Advisory Group LLC8,652$347K0.07%+713F-HRTimeline
Global Retirement Partners, LLC8,522$342K0.01%13F-HRTimeline
GSG Advisors LLC8,457$340K0.07%+513F-HRTimeline
Capasso Planning Partners LLC8,176$328K0.16%-44513F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC8,008$321K<0.01%new13F-HRTimelineGroup
Purus Wealth Management, LLC7,948$319K0.09%-2,08513F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC7,785$313K0.02%new13F-HRTimeline
Revisor Wealth Management LLC7,558$303K0.07%+15213F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC6,990$281K0.01%new13F-HRTimeline
Braeburn Wealth Management LLC6,857$275K0.12%+74413F-HRTimeline
Stegent Equity Advisors, Inc.6,815$274K0.2%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV6,706$269K<0.01%new13F-HR/ATimeline
Bison Wealth, LLC6,734$265K0.02%-1,24613F-HRTimeline
Sovran Advisors, LLC7,054$262K0.02%-1,53113F-HRTimeline
Integrated Wealth Concepts LLC6,469$260K<0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC6,434$258K<0.01%new13F-HRTimelineGroup
Fermata Advisors, LLC6,197$249K0.05%+113F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC6,102$245K0.04%new13F-HRTimeline
Atlas Wealth LLC6,044$243K0.03%013F-HRTimeline
Patriot Financial Group Insurance Agenc…5,953$239K0.02%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth5,930$238K<0.01%new13F-HRTimelineGroup
Perigon Wealth Management, LLC5,900$237K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC5,828$234K<0.01%+413F-HRTimeline
Optivise Advisory Services LLC5,762$231K0.12%new13F-HRTimeline
Arax Advisory Partners5,703$229K<0.01%+5,54113F-HRTimeline
Tradewinds Capital Management, LLC5,645$227K0.04%013F-HRTimeline