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Disclosery

COWG PACER FDS TR

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US LRG CP CASH (fund)

161 managers (163 13F filers) reported a position in COWG shares at 2025-03-31, 24,700,656 shares in all. 56 filers opened a position and 6 filers sold out during the quarter.

Managers
161
13F filers
163
New
56
Added
88
Reduced
14
Sold out
6
Shares held by filers
24,700,656

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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/3,790,328$117M0.01%+2,241,07913F-HRTimelineGroup
LPL Financial LLC2,615,617$80.5M0.03%+1,928,93813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,632,974$50.3M0.02%+1,084,66513F-HRTimelineGroup
TRAPHAGEN INVESTMENT ADVISORS LLC1,536,689$47.3M4.94%+1,501,15213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,243,894$38.3M0.01%new13F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP909,941$28.1M0.03%+558,03113F-HR/ATimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding528,289$16.3M+422,683Timeline
Cambridge Investment Research Advisors,…520,654$16M0.05%+334,69513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…434,975$13.4M0.03%+79,96013F-HRTimeline
Aspire Capital Advisors LLC415,223$12.8M3.82%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.395,428$12.2M0.03%+208,08013F-HRTimelineGroup
WIN ADVISORS, INC378,572$11.7M5.99%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP370,547$11.4M0.02%+101,11413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC367,606$11.3M0.02%+218,92713F-HRTimeline
Yeomans Consulting Group, Inc.358,662$11M4.27%new13F-HRTimeline
Cetera Investment Advisers349,977$10.8M0.02%+127,06613F-HRTimeline
CMC Financial Group341,462$10.5M23.79%+121,80013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding338,772$10.4M+251,800Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…316,361$9.74M0.01%+136,73513F-HRTimelineGroup
HighTower Advisors, LLC311,791$9.6M0.01%+2,26713F-HRTimeline
MML INVESTORS SERVICES, LLC289,976$8.93M0.03%+191,53613F-HRTimeline
Steward Partners Investment Advisory, L…287,538$8.85M0.08%+234,73413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA281,001$8.65M<0.01%+248,48613F-HR/ATimelineGroup
Sylvest Advisors, LLC266,045$8.19M5.12%+93,70213F-HRTimeline
HARBOUR INVESTMENTS, INC.250,423$7.71M0.22%+151,21213F-HRTimeline
Sanctuary Advisors, LLC249,284$7.68M0.05%+13,71413F-HRTimeline
WJ Wealth Management, LLC218,893$6.74M2.38%+145,11913F-HRTimeline
Cornerstone Wealth Management, LLC205,712$6.33M0.43%+4,81513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.197,878$6.09M0.33%+11,12013F-HR/ATimelineGroup
Team Financial Group, LLC184,516$5.68M3.28%+50,82913F-HRTimeline
Orion Porfolio Solutions, LLC184,138$5.67M0.06%+153,48113F-HRTimeline
Orion Portfolio Solutions, LLC184,138$5.67M0.06%+153,48113F-HR/ATimeline
Delta Investment Management, LLC173,503$5.34M1.08%new13F-HRTimeline
VERUS CAPITAL PARTNERS, LLC166,939$5.14M0.51%+8,59713F-HR/ATimeline
Laurel Wealth Planning LLC162,845$5.01M3.33%+29,54513F-HRTimeline
World Investment Advisors155,761$4.8M0.12%-98,71413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.153,464$4.73M0.01%+17,85613F-HRTimelineGroup
Kingsview Wealth Management, LLC145,405$4.48M0.08%+50,45613F-HRTimeline
Advisory Services Network, LLC139,775$4.3M0.08%+3,87913F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.136,944$4.22M0.03%+36,56013F-HRTimeline
Nilsine Partners, LLC135,562$4.17M0.46%+21,55213F-HRTimeline
One Capital Management, LLC122,080$3.76M0.13%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC120,556$3.71M0.2%+19,89513F-HRTimeline
Atria Investments, Inc114,469$3.52M0.05%-17,71813F-HRTimeline
Per Stirling Capital Management, LLC.106,711$3.29M0.47%+57,58213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC102,154$3.15M0.01%+41,13313F-HR/ATimelineGroup
CPC Advisors, LLC101,772$3.13M0.43%new13F-HRTimeline
Atria Wealth Solutions, Inc.96,227$2.96M0.04%+73,28813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP94,826$2.92M<0.01%+73,34113F-HRTimelineGroup
CLG LLC93,741$2.89M1%+40,04113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…92,278$2.84M<0.01%+38,90013F-HRTimelineGroup
Plan Group Financial, LLC91,377$2.81M1%new13F-HRTimeline
Trademark Financial Management, LLC71,730$2.21M1.69%-8,04513F-HRTimeline
Atlas Private Wealth Advisors69,513$2.14M0.3%+56,96913F-HRTimeline
Centurion Wealth Management LLC65,515$2.1M0.66%013F-HRTimeline
Mariner, LLCin group Mariner, LLC66,791$2.06M<0.01%new13F-HRTimelineGroup
Arkadios Wealth Advisors65,655$2.02M0.08%new13F-HRTimeline
Financial Advocates Investment Manageme…57,146$1.76M0.12%new13F-HRTimeline
Perissos Private Wealth Management, LLC56,707$1.75M1.59%new13F-HRTimeline
Sovran Advisors, LLC58,346$1.71M0.22%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC47,777$1.47M0.05%+21,36713F-HRTimeline
Lifeworks Advisors, LLC46,680$1.44M0.24%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC46,494$1.43M0.09%+29,27713F-HRTimeline
JBR Co Financial Management Inc41,259$1.27M0.74%+8,29313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…39,790$1.23M0.07%+20,46513F-HRTimelineGroup
Long Island Wealth Management, Inc.39,639$1.22M0.74%-4,16413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC39,379$1.21M<0.01%-165,66613F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.40,626$1.19M0.01%new13F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…37,252$1.15M0.18%+7,26313F-HRTimeline
Capital Investment Advisory Services, L…37,103$1.14M0.1%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…36,462$1.12M<0.01%new13F-HRTimelineGroup
Empire Financial Management Company, LLC35,490$1.09M0.34%-76613F-HRTimeline
Belpointe Asset Management LLC35,409$1.09M0.06%+88513F-HRTimeline
Capasso Planning Partners LLC34,044$1.05M0.44%-11,07913F-HRTimeline
OFC FINANCIAL PLANNING, LLC33,404$1.03M1.16%+1,42213F-HRTimeline
Vienna Asset Management LLC33,056$1.02M0.8%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC32,750$1.01M0.01%+75013F-HRTimelineGroup
Sigma Planning Corp31,191$960K0.03%+15,03313F-HRTimeline
Private Advisor Group, LLC31,127$958K0.01%+23,51813F-HRTimeline
Lion Street Advisors, LLC30,512$939K0.3%new13F-HRTimeline
Compass Advisory Group LLC29,206$899K0.31%+3413F-HRTimeline
Janney Montgomery Scott LLC28,850$888K<0.01%-42,58013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV28,268$870K0.07%+18,02113F-HRTimeline
VISTA INVESTMENT PARTNERS LLC28,185$868K0.26%+15,92513F-HRTimeline
NewEdge Advisors, LLC28,047$864K0.01%+27,25513F-HRTimeline
Copia Wealth Management26,939$829K0.77%+11,40113F-HRTimeline
Advisor Resource Council26,514$816K0.07%new13F-HRTimeline
TrueWealth Advisors, LLC25,762$793K0.26%new13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC25,265$778K<0.01%new13F-HRTimelineGroup
Western Wealth Management, LLC24,927$768K0.05%new13F-HRTimeline
Fearless Solutions, LLC dba Best Invest24,499$754K0.59%+2,76213F-HRTimeline
J.W. COLE ADVISORS, INC.23,094$711K0.02%-28,26713F-HRTimeline
Ellis Investment Partners, LLC23,042$709K0.15%new13F-HRTimeline
RPS ADVISORY SOLUTIONS LLC22,211$684K0.48%+4,13913F-HRTimeline
PFG Advisors21,780$671K0.04%-2,21913F-HRTimeline
FLOW TRADERS U.S. LLC21,659$667K0.03%new13F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC21,183$652K0.17%new13F-HRTimelineGroup
DAVENPORT & Co LLC20,534$632K<0.01%+5,91513F-HRTimeline
Bey-Douglas LLC19,439$599K0.55%new13F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…18,800$579K0.14%+3,15013F-HRTimeline
ATLANTIC FAMILY WEALTH, LLC18,482$569K0.52%+9,50513F-HRTimeline
&PARTNERS18,424$569K0.01%new13F-HRTimeline
Stegent Equity Advisors, Inc.18,334$565K0.57%new13F-HRTimeline
XML Financial, LLC18,224$561K0.05%new13F-HRTimeline
PRIVATE CLIENT SERVICES, LLC18,000$554K0.27%013F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC17,760$547K0.1%+37913F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…17,378$546K0.02%-95613F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding16,933$521K+10,558Timeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV16,656$513K0.04%new13F-HRTimeline
Prospera Financial Services Inc16,513$508K0.01%+7,81013F-HRTimeline
Cooper Financial Group15,515$478K0.06%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC14,470$446K0.01%+1,26513F-HRTimeline
INSIGHT 2811, INC.13,950$430K0.22%+1,14513F-HRTimeline
SMITH, MOORE & CO.13,105$404K0.04%new13F-HRTimeline
Geneos Wealth Management Inc.12,451$383K0.01%+6,57913F-HRTimeline
CATHY PARETO & ASSOCIATES, INC11,697$360K0.32%+1,27313F-HRTimeline
B & T Capital Management DBA Alpha Capi…11,520$355K0.07%+1,28613F-HRTimeline
Pasadena Private Wealth, LLC11,101$342K0.07%-66913F-HRTimeline
Lane & Associates LLC10,651$328K0.18%+3,63813F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC10,630$327K0.16%+23013F-HRTimelineGroup
COZAD ASSET MANAGEMENT INC10,385$320K0.03%+2,41713F-HRTimeline
IFP Advisors, Inc10,172$313K0.01%+5,41813F-HRTimeline
HBW ADVISORY SERVICES LLC9,867$304K0.04%new13F-HRTimeline
Lighthouse Wealth Management Inc.9,762$301K0.28%new13F-HRTimeline
Arete Wealth Advisors, LLC9,573$295K0.02%+3,15613F-HRTimeline
Cascades Capital Asset Management, LLC9,215$284K0.15%new13F-HRTimeline
GK Wealth Management LLC9,113$281K0.35%new13F-HR/ATimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …8,825$280K0.02%+18213F-HRTimelineGroup
Fort Sheridan Advisors LLC8,335$257K0.04%+41013F-HRTimeline
Tyler-Stone Wealth Management8,250$254K0.05%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.8,241$254K0.01%+1,15313F-HRTimeline
Comprehensive Financial Consultants Ins…7,751$239K0.08%new13F-HRTimeline
Csenge Advisory Group8,094$238K0.01%new13F-HRTimeline
PRIVATE TRUST CO NA7,664$236K0.02%+24513F-HRTimeline
IVC Wealth Advisors LLC7,000$216K0.12%new13F-HRTimeline
Wealth Management Associates, Inc.6,800$209K0.09%013F-HRTimeline
Ausdal Financial Partners, Inc.6,749$208K0.02%new13F-HRTimeline
COMERICA BANK6,503$200K<0.01%new13F-HRTimeline
Glen Eagle Advisors, LLC4,627$142K0.02%+29313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,176$129K<0.01%new13F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC3,891$120K<0.01%+3,43013F-HRTimelineGroup
UBS Group AGin group UBS Group AG3,304$102K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,266$101K<0.01%+3,25513F-HRTimelineGroup
AE Wealth Management LLC2,856$87.9K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,200$70.5K<0.01%013F-HRTimelineGroup
Qube Research & Technologies Ltd2,186$67.3K<0.01%new13F-HRTimeline
Nova Wealth Management, Inc.2,171$66.8K0.06%+82613F-HR/ATimeline
PSI Advisors, LLC1,100$33.9K0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…800$24.6K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC606$18.7K<0.01%-1313F-HRTimelineGroup
CoreCap Advisors, LLC577$17.8K<0.01%+113F-HRTimeline
HHM Wealth Advisors, LLC475$14.6K<0.01%+12713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO428$13.2K<0.01%+13313F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.311$9K<0.01%+30113F-HRTimeline
Allworth Financial LP202$6.26K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.203$6.25K<0.01%new13F-HRTimeline
Arax Advisory Partners162$4.99K<0.01%new13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners143$4.4K<0.01%new13F-HRTimelineGroup
Bullock Wealth Management Group110$3.42K<0.01%new13F-HRTimeline
Runnymede Capital Advisors, Inc.25$770<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-19113F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.