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Disclosery

COWG PACER FDS TR

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US LRG CP CASH (fund)

240 managers (241 13F filers) reported a position in COWG shares at 2025-12-31, 48,203,573 shares in all. 28 filers opened a position and 19 filers sold out during the quarter.

Managers
240
13F filers
241
New
28
Added
128
Reduced
61
Sold out
19
Shares held by filers
48,203,573

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
U.S. Capital Wealth Advisors, LLC6,300$222K0.01%-10013F-HRTimeline
Atlas Wealth LLC6,044$213K0.06%new13F-HRTimeline
Brookwood Investment Group LLC6,041$213K0.03%+15013F-HRTimeline
Perigon Wealth Management, LLC5,900$208K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC5,871$207K<0.01%-5113F-HRTimeline
KERR FINANCIAL PLANNING Corp5,950$203K0.27%013F-HR/ATimeline
High Net Worth Advisory Group LLC5,747$202K0.05%013F-HRTimeline
Tradewinds Capital Management, LLC5,645$199K0.04%new13F-HRTimeline
Glen Eagle Advisors, LLC4,420$156K0.02%+3913F-HRTimeline
Triumph Capital Management4,021$142K0.03%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,410$120K<0.01%-7,30013F-HRTimelineGroup
FIRST HORIZON CORP3,092$109K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC2,625$92.4K<0.01%+1,38113F-HRTimelineGroup
Sound Income Strategies, LLC2,384$86.2K<0.01%new13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors2,122$75.5K0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,695$59.7K<0.01%+13313F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.1,661$59K0.02%+40013F-HRTimeline
Nova Wealth Management, Inc.1,525$53.7K0.04%-613F-HRTimeline
Provenance Wealth Advisors, LLC1,396$49.2K0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,044$36.8K<0.01%-1,08313F-HRTimeline
CoreCap Advisors, LLC1,030$36.3K<0.01%+113F-HRTimeline
Front Row Advisors LLC900$31.7K0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…486$17.1K0.01%013F-HRTimelineGroup
Crewe Advisors LLC450$15.9K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC410$14.4K<0.01%013F-HRTimeline
AlphaCore Capital LLC405$14.3K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC386$13.7K<0.01%new13F-HRTimeline
WealthShield Partners, LLC389$13.7K<0.01%+13613F-HRTimeline
Pinnacle Bancorp, Inc.375$13.2K<0.01%+4713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…300$10.6K<0.01%013F-HRTimelineGroup
Allworth Financial LP202$7.11K<0.01%013F-HRTimeline
Arax Advisory Partners162$5.71K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…150$5.28K<0.01%new13F-HRTimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners143$5.04K<0.01%013F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC78$2.75K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC71$2.6K<0.01%+5313F-HRTimeline
Glass Jacobson Investment Advisors llc25$881<0.01%013F-HRTimeline
Trust Co21$739<0.01%new13F-HRTimeline
Ritter Daniher Financial Advisory LLC /…20$706<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC10$00%+113F-HRTimelineGroupValue filed as zero, left out of ratios.