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Disclosery

COWG PACER FDS TR

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US LRG CP CASH (fund)

112 managers (113 13F filers) reported a position in COWG shares at 2024-12-31, 9,715,800 shares in all. 51 filers opened a position and 1 filer sold out during the quarter.

Managers
112
13F filers
113
New
51
Added
45
Reduced
6
Sold out
1
Shares held by filers
9,715,800

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,549,249$49.6M<0.01%+1,057,61913F-HRTimelineGroup
LPL Financial LLC686,679$22M0.01%+382,23713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC548,309$17.6M0.01%13F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…355,015$11.4M0.02%+217,64413F-HR/ATimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP351,910$11.3M0.01%+328,11913F-HRTimelineGroup
HighTower Advisors, LLC309,524$9.92M0.01%+227,72613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP269,433$8.63M0.01%+30,23813F-HRTimelineGroup
World Investment Advisors254,475$8.15M0.22%+6,97513F-HRTimeline
Sanctuary Advisors, LLC235,570$7.97M0.05%+105,77113F-HRTimeline
Cetera Investment Advisers222,911$7.14M0.01%+170,61513F-HRTimeline
CMC Financial Group219,662$7.04M15.01%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC205,045$6.57M0.01%new13F-HRTimelineGroup
Cornerstone Wealth Management, LLC200,897$6.44M0.43%+6,10513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.187,348$6M0.01%+97,60013F-HR/ATimelineGroup
StoneX Group Inc.in group StoneX Group Inc.186,758$5.99M0.33%new13F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…185,959$5.96M0.02%+78,07213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…179,626$5.76M<0.01%new13F-HRTimelineGroup
Sylvest Advisors, LLC172,343$5.52M3.39%13F-HRTimeline
VERUS CAPITAL PARTNERS, LLC158,342$5.07M0.48%+52,87613F-HR/ATimeline
COMMONWEALTH EQUITY SERVICES, LLC148,679$4.76M0.01%+62,14313F-HRTimeline
Advisory Services Network, LLC135,896$4.35M0.08%+25,12813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.135,608$4.34M0.01%new13F-HRTimelineGroup
Team Financial Group, LLC133,687$4.28M2.46%+2,51613F-HRTimeline
Laurel Wealth Planning LLC133,300$4.27M2.76%new13F-HRTimeline
Atria Investments, Inc132,187$4.24M0.05%+58,86013F-HRTimeline
Nilsine Partners, LLC114,010$3.65M0.39%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding105,606$3.38MnewTimeline
FLAGSHIP HARBOR ADVISORS, LLC100,661$3.23M0.17%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.100,384$3.22M0.02%+46,65813F-HRTimeline
HARBOUR INVESTMENTS, INC.99,211$3.18M0.09%+78,49413F-HRTimeline
MML INVESTORS SERVICES, LLC98,440$3.15M0.01%+79,52413F-HRTimeline
Kingsview Wealth Management, LLC94,949$3.04M0.06%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC86,972$2.79M<0.01%+17,79313F-HRTimelineGroup
Trademark Financial Management, LLC79,775$2.56M2.03%new13F-HRTimeline
WJ Wealth Management, LLC73,774$2.36M0.81%new13F-HRTimeline
Janney Montgomery Scott LLC71,430$2.29M0.01%new13F-HRTimeline
Centurion Wealth Management LLC65,515$2.1M0.66%-8213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC61,021$1.96M<0.01%+47,85013F-HRTimelineGroup
CLG LLC53,700$1.72M0.61%13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…53,378$1.71M<0.01%+12,00613F-HRTimelineGroup
Steward Partners Investment Advisory, L…52,804$1.69M0.02%+46,45413F-HRTimeline
J.W. COLE ADVISORS, INC.51,361$1.65M0.07%+30,42313F-HRTimeline
Per Stirling Capital Management, LLC.49,129$1.57M0.22%+32,18513F-HRTimeline
Capasso Planning Partners LLC45,123$1.45M0.58%-25,81213F-HRTimeline
Long Island Wealth Management, Inc.43,803$1.4M0.88%-105,62213F-HRTimeline
Empire Financial Management Company, LLC36,256$1.16M0.36%+1,61013F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC35,537$1.14M0.12%new13F-HRTimeline
NAPA WEALTH MANAGEMENT34,617$1.11M0.48%new13F-HRTimeline
Belpointe Asset Management LLC34,524$1.11M0.07%new13F-HRTimeline
JBR Co Financial Management Inc32,966$1.06M0.64%+16,96113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA32,515$1.04M<0.01%+25,30613F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC32,000$1.03M0.01%+8,50013F-HRTimelineGroup
OFC FINANCIAL PLANNING, LLC31,982$1.02M1.08%13F-HRTimeline
Orion Porfolio Solutions, LLC30,657$982K0.01%new13F-HRTimeline
Orion Portfolio Solutions, LLC30,657$982K0.01%new13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…29,989$961K0.14%+1,51913F-HRTimeline
Compass Advisory Group LLC29,172$936K0.34%-308,24513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC26,410$846K0.03%+6,77513F-HRTimeline
PFG Advisors23,999$769K0.05%-17513F-HRTimeline
Atria Wealth Solutions, Inc.22,939$736K0.01%+12,16913F-HRTimeline
Fearless Solutions, LLC dba Best Invest21,737$696K0.53%13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP21,485$688K<0.01%new13F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…19,325$619K0.03%new13F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…18,334$587K0.02%+8,34013F-HRTimelineGroup
RPS ADVISORY SOLUTIONS LLC18,072$579K0.36%new13F-HRTimeline
PRIVATE CLIENT SERVICES, LLC18,000$577K0.31%new13F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC17,381$557K0.1%+2,13213F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC17,217$551K0.03%new13F-HRTimeline
Sigma Planning Corp16,158$518K0.02%new13F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…15,650$501K0.12%new13F-HRTimeline
Copia Wealth Management15,538$498K0.47%13F-HRTimeline
DAVENPORT & Co LLC14,619$468K<0.01%+1,48013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC13,205$423K0.01%new13F-HRTimeline
INSIGHT 2811, INC.12,805$410K0.21%new13F-HRTimeline
Atlas Private Wealth Advisors12,544$402K0.06%new13F-HRTimeline
VISTA INVESTMENT PARTNERS LLC12,260$393K0.12%new13F-HRTimeline
Pasadena Private Wealth, LLC11,770$377K0.08%-1,68313F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC10,684$342K<0.01%new13F-HRTimelineGroup
CATHY PARETO & ASSOCIATES, INC10,424$334K0.31%13F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC10,400$333K0.17%new13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV10,247$328K0.03%+3,91413F-HRTimeline
B & T Capital Management DBA Alpha Capi…10,234$328K0.06%+74613F-HRTimeline
NFSG Corp10,150$325K0.08%new13F-HRTimeline
ATLANTIC FAMILY WEALTH, LLC8,977$288K0.34%13F-HRTimeline
Prospera Financial Services Inc8,703$279K0.01%new13F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …8,643$276K0.02%+1,88213F-HRTimelineGroup
COZAD ASSET MANAGEMENT INC7,968$255K0.02%new13F-HRTimeline
Fort Sheridan Advisors LLC7,925$254K0.04%new13F-HRTimeline
Private Advisor Group, LLC7,609$244K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA7,419$238K0.02%+6,96813F-HRTimeline
Lane & Associates LLC7,013$238K0.12%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.7,088$227K0.01%new13F-HRTimeline
Wealth Management Associates, Inc.6,800$218K0.09%new13F-HRTimeline
Arete Wealth Advisors, LLC6,417$206K0.01%new13F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.6,375$204K0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.5,872$188K0.01%new13F-HRTimeline
IFP Advisors, Inc4,754$152K<0.01%+313F-HRTimeline
Glen Eagle Advisors, LLC4,334$139K0.02%+1,13513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,200$70.5K<0.01%013F-HRTimelineGroup
Nova Wealth Management, Inc.1,345$43.1K0.04%13F-HRTimeline
NewEdge Advisors, LLC792$25.4K<0.01%new13F-HRTimeline
Lowe Wealth Advisors, LLC632$20.2K0.01%new13F-HRTimeline
FMR LLCin group FMR LLC619$19.8K<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC576$18.5K<0.01%+113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC461$15K<0.01%013F-HRTimelineGroup
HHM Wealth Advisors, LLC348$11.2K<0.01%+14313F-HRTimeline
Trivant Custom Portfolio Group, LLC304$9.74K0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO295$9.45K<0.01%new13F-HRTimelineGroup
Allworth Financial LP202$6.83K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…191$6.46K<0.01%+19113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY11$352<0.01%new13F-HR/ATimelineGroup
HAZLETT, BURT & WATSON, INC.10$00%new13F-HRTimelineValue filed as zero, left out of ratios.