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Disclosery

COWG PACER FDS TR

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US LRG CP CASH (fund)

202 managers (203 13F filers) reported a position in COWG shares at 2025-06-30, 40,352,221 shares in all. 52 filers opened a position and 13 filers sold out during the quarter.

Managers
202
13F filers
203
New
52
Added
113
Reduced
29
Sold out
13
Shares held by filers
40,352,221

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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/6,335,858$222M0.02%+2,545,53013F-HRTimelineGroup
LPL Financial LLC3,917,855$138M0.05%+1,302,23813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,201,632$77.3M0.01%+2,198,36613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,092,759$73.5M0.02%+848,86513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,981,634$69.6M0.02%+348,66013F-HRTimelineGroup
TRAPHAGEN INVESTMENT ADVISORS LLC1,943,554$68.2M6.46%+406,86513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,377,238$48.4M+1,038,466Timeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,288,461$44.9M0.03%+378,52013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC885,317$31.1M0.09%+595,34113F-HRTimeline
Cambridge Investment Research Advisors,…876,219$30.8M0.09%+355,56513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.774,164$27.2M0.05%+378,73613F-HR/ATimelineGroup
Cetera Investment Advisers734,509$25.8M0.04%+384,53213F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding687,528$24.1M+159,239Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…687,409$24.1M0.02%+371,04813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC678,031$23.8M0.03%+310,42513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP607,398$21.3M0.03%+236,85113F-HRTimelineGroup
Teamwork Financial Advisors, LLC568,102$19.9M2.45%new13F-HRTimeline
Delta Investment Management, LLC560,871$19.7M3.78%+387,36813F-HRTimeline
Orion Porfolio Solutions, LLC447,093$15.7M0.13%+262,95513F-HR/ATimeline
Clark Capital Management Group, Inc.435,467$15.3M0.11%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…426,460$15.1M0.03%-8,51513F-HRTimeline
Aspire Capital Advisors LLC430,271$15.1M4.17%+15,04813F-HRTimeline
HighTower Advisors, LLC391,098$13.7M0.02%+79,30713F-HRTimeline
Heck Capital Advisors, LLC372,699$13.1M1.13%new13F-HRTimeline
Yeomans Consulting Group, Inc.345,853$12.1M4.99%-12,80913F-HRTimeline
HARBOUR INVESTMENTS, INC.340,758$12M0.3%+90,33513F-HRTimeline
CMC Financial Group337,992$11.9M27.1%-3,47013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA314,004$11M<0.01%+33,00313F-HR/ATimelineGroup
Sylvest Advisors, LLC302,796$10.6M6.12%+36,75113F-HRTimeline
Steward Partners Investment Advisory, L…297,350$10.4M0.08%+9,81213F-HRTimeline
Sanctuary Advisors, LLC271,979$9.55M0.06%+22,69513F-HRTimeline
Cornerstone Wealth Management, LLC225,864$7.93M0.48%+20,15213F-HRTimeline
Ethos Financial Group, LLC225,303$7.91M0.68%new13F-HRTimeline
Team Financial Group, LLC207,678$7.29M3.58%+23,16213F-HRTimeline
SMITH, MOORE & CO.194,977$6.85M0.57%+181,87213F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.182,385$6.4M0.31%-15,49313F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC176,506$6.2M<0.01%new13F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.173,538$6.09M0.01%+20,07413F-HRTimelineGroup
NewEdge Advisors, LLC173,159$6.08M0.03%+145,11213F-HRTimeline
Laurel Wealth Planning LLC172,848$6.07M3.45%+10,00313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.169,800$5.96M0.03%+32,85613F-HRTimeline
WJ Wealth Management, LLC169,320$5.94M1.88%-49,57313F-HRTimeline
VERUS CAPITAL PARTNERS, LLC153,207$5.38M0.48%-13,73213F-HR/ATimeline
Kingsview Wealth Management, LLC151,983$5.34M0.09%+6,57813F-HRTimeline
Advisory Services Network, LLC151,691$5.29M0.09%+11,91613F-HRTimeline
Per Stirling Capital Management, LLC.142,072$4.99M0.65%+35,36113F-HRTimeline
Nilsine Partners, LLC140,787$4.94M0.5%+5,22513F-HRTimeline
Mariner, LLCin group Mariner, LLC134,530$4.72M0.01%+67,73913F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC123,208$4.33M0.2%+2,65213F-HRTimeline
Plan Group Financial, LLC122,156$4.29M1.41%+30,77913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…120,045$4.21M0.01%+83,58313F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP111,980$3.93M<0.01%+17,15413F-HRTimelineGroup
World Investment Advisors107,703$3.78M0.09%-48,05813F-HRTimeline
Trademark Financial Management, LLC106,581$3.74M2.29%+34,85113F-HRTimeline
CPC Advisors, LLC99,992$3.51M0.44%-1,78013F-HRTimeline
Patriot Financial Group Insurance Agenc…99,827$3.5M0.4%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC96,100$3.37M0.06%+93,90013F-HRTimelineGroup
CLG LLC87,752$3.08M0.96%-5,98913F-HRTimeline
Arkadios Wealth Advisors87,332$3.07M0.09%+21,67713F-HRTimeline
Atlas Private Wealth Advisors80,461$2.83M0.36%+10,94813F-HRTimeline
RVW Wealth, LLC80,040$2.81M0.24%new13F-HRTimeline
HBW ADVISORY SERVICES LLC76,432$2.68M0.33%+66,56513F-HRTimeline
GeoWealth Management, LLC75,531$2.65M0.1%new13F-HRTimeline
One Capital Management, LLC72,687$2.55M0.09%-49,39313F-HRTimeline
StoneCrest Wealth Management, Inc.71,442$2.51M1.19%new13F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC69,100$2.43M<0.01%new13F-HRTimeline
Centurion Wealth Management LLC68,743$2.41M0.69%+3,22813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.65,820$2.31M0.02%+25,19413F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC65,713$2.31M0.16%+19,21913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC63,660$2.24M0.06%+15,88313F-HRTimeline
Financial Advocates Investment Manageme…60,117$2.11M0.17%+2,97113F-HRTimeline
JBR Co Financial Management Inc59,938$2.1M1.04%+18,67913F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…59,396$2.09M0.08%new13F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.58,138$2.04M0.03%+41,20513F-HRTimelineGroup
ZEGA Investments, LLC53,971$1.89M0.48%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…52,664$1.85M0.08%+12,87413F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC50,357$1.77M0.02%new13F-HRTimelineGroup
Atria Wealth Solutions, Inc.49,541$1.74M0.04%-46,68613F-HRTimeline
Lifeworks Advisors, LLC47,351$1.66M0.25%+67113F-HRTimeline
Atria Investments, Inc46,330$1.63M0.02%-68,13913F-HRTimeline
ATLANTIC FAMILY WEALTH, LLC43,933$1.54M1.34%+25,45113F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…42,876$1.51M0.21%+5,62413F-HRTimeline
Tactive Advisors, LLC40,391$1.42M0.46%13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC39,576$1.39M<0.01%-62,57813F-HRTimelineGroup
Capital Investment Advisory Services, L…39,572$1.39M0.11%+2,46913F-HRTimeline
Western Wealth Management, LLC39,285$1.38M0.08%+14,35813F-HRTimeline
Long Island Wealth Management, Inc.38,499$1.35M0.7%-1,14013F-HRTimeline
First Heartland Consultants, Inc.37,707$1.32M0.12%new13F-HRTimeline
Private Advisor Group, LLC37,036$1.3M0.01%+5,90913F-HRTimeline
Tripletail Wealth Management, LLC36,870$1.29M1.84%13F-HRTimeline
Copia Wealth Management35,762$1.26M1.06%+8,82313F-HRTimeline
Optivise Advisory Services LLC35,579$1.25M0.64%new13F-HRTimeline
Belpointe Asset Management LLC35,561$1.25M0.05%+15213F-HRTimeline
&PARTNERS35,235$1.24M0.01%+16,81113F-HRTimeline
XML Financial, LLC34,709$1.22M0.11%+16,48513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC34,250$1.2M0.02%+1,50013F-HRTimelineGroup
OFC FINANCIAL PLANNING, LLC33,462$1.17M1.25%+5813F-HRTimeline
TrueWealth Advisors, LLC33,431$1.17M0.35%+7,66913F-HRTimeline
Empire Financial Management Company, LLC33,111$1.16M0.34%-2,37913F-HRTimeline
Coppell Advisory Solutions LLC31,922$1.11M0.13%new13F-HR/ATimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC30,865$1.08M<0.01%+5,60013F-HRTimelineGroup
Lion Street Advisors, LLC30,647$1.08M0.33%+13513F-HRTimeline
VISTA INVESTMENT PARTNERS LLC30,241$1.06M0.31%+2,05613F-HRTimeline
RPS ADVISORY SOLUTIONS LLC29,819$1.05M0.57%+7,60813F-HRTimeline
Lighthouse Wealth Management Inc.29,652$1.04M0.9%+19,89013F-HRTimeline
Sigma Planning Corp29,617$1.04M0.03%-1,57413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV29,152$1.02M0.07%+88413F-HRTimeline
J.W. COLE ADVISORS, INC.27,515$966K0.02%+4,42113F-HRTimeline
DAVENPORT & Co LLC27,452$964K0.01%+6,91813F-HRTimeline
Compass Advisory Group LLC26,510$931K0.29%-2,69613F-HRTimeline
Fearless Solutions, LLC dba Best Invest24,924$875K0.61%+42513F-HRTimeline
Ellis Investment Partners, LLC24,595$864K0.17%+1,55313F-HRTimeline
Post Resch Tallon Group Inc.24,240$851K0.82%new13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV23,868$838K0.06%+7,21213F-HRTimeline
Runnymede Capital Advisors, Inc.23,601$829K0.76%+23,57613F-HRTimeline
UBS Group AGin group UBS Group AG22,894$804K<0.01%+19,59013F-HRTimelineGroup
Bey-Douglas LLC22,373$786K0.47%+2,93413F-HRTimeline
Prospera Financial Services Inc22,021$773K0.01%+5,50813F-HRTimeline
PFG Investments, LLC21,966$771K0.05%new13F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC21,957$771K0.2%+77413F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…21,888$768K<0.01%-70,39013F-HRTimelineGroup
Sovran Advisors, LLC21,741$765K0.08%-36,60513F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC21,786$765K0.13%+4,02613F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC21,659$760K0.61%new13F-HRTimeline
PFG Advisors21,140$742K0.03%-64013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management19,679$691K0.01%new13F-HRTimelineGroup
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…19,650$690K0.16%+85013F-HRTimeline
B & T Capital Management DBA Alpha Capi…19,558$687K0.12%+8,03813F-HRTimeline
Geneos Wealth Management Inc.19,556$687K0.02%+7,10513F-HRTimeline
CALTON & ASSOCIATES, INC.18,970$666K0.12%new13F-HRTimeline
Janney Montgomery Scott LLC18,863$662K<0.01%-9,98713F-HRTimeline
Stegent Equity Advisors, Inc.18,705$657K0.58%+37113F-HRTimeline
PRIVATE CLIENT SERVICES, LLC18,000$632K0.25%013F-HRTimeline
Capasso Planning Partners LLC17,466$613K0.35%-16,57813F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.16,652$585K<0.01%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC16,467$578K<0.01%-22,91213F-HRTimelineGroup
COZAD ASSET MANAGEMENT INC16,281$572K0.05%+5,89613F-HR/ATimeline
Fort Sheridan Advisors LLC16,081$565K0.08%+7,74613F-HRTimeline
IFP Advisors, Inc15,651$550K0.02%+5,47913F-HRTimeline
Cooper Financial Group15,508$544K0.06%-713F-HRTimeline
Qube Research & Technologies Ltd15,447$542K<0.01%+13,26113F-HRTimeline
COMERICA BANK15,273$536K<0.01%+8,77013F-HRTimeline
Waverly Advisors, LLC13,885$488K0.01%new13F-HRTimeline
Purus Wealth Management, LLC13,560$476K0.17%new13F-HR/ATimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…12,406$436K0.02%-4,97213F-HRTimelineGroup
CATHY PARETO & ASSOCIATES, INC12,044$423K0.35%+34713F-HRTimeline
Pasadena Private Wealth, LLC11,914$418K0.07%+81313F-HRTimeline
Summit Wealth Partners, LLC11,711$411K0.08%new13F-HRTimeline
GK Wealth Management LLC11,610$408K0.4%+2,49713F-HRTimeline
Arete Wealth Advisors, LLC11,387$400K0.03%+1,81413F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC10,806$379K0.17%+17613F-HRTimelineGroup
D.A. DAVIDSON & CO.10,667$375K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC10,414$366K0.01%13F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …9,395$330K0.01%+57013F-HRTimelineGroup
SEEDS INVESTOR LLC9,106$320K0.08%new13F-HRTimeline
Farther Finance Advisors, LLC9,081$319K0.01%new13F-HRTimeline
Total Clarity Wealth Management, Inc.8,821$310K0.09%new13F-HRTimeline
IVC Wealth Advisors LLC8,600$302K0.15%+1,60013F-HRTimeline
Tyler-Stone Wealth Management8,274$291K0.05%+2413F-HRTimeline
Clear Creek Financial Management, LLC8,105$285K0.03%new13F-HRTimeline
PRIVATE TRUST CO NA8,049$283K0.03%+38513F-HRTimeline
Csenge Advisory Group8,048$277K0.01%-4613F-HRTimeline
Comprehensive Financial Consultants Ins…7,888$277K0.09%+13713F-HRTimeline
White Knight Strategic Wealth Advisors,…7,710$271K0.23%new13F-HRTimeline
Focus Financial Network, Inc.7,621$268K0.01%new13F-HRTimeline
AE Wealth Management LLC7,228$254K<0.01%+4,37213F-HRTimeline
Wealth Management Associates, Inc.7,200$253K0.1%+40013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC6,865$241K0.01%+2,97413F-HRTimelineGroup
IAMS WEALTH MANAGEMENT, LLC6,701$235K0.11%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED6,618$232K0.02%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC6,605$232K0.02%new13F-HRTimeline
Clay Northam Wealth Management, LLC6,325$222K0.14%new13F-HRTimeline
Fulcrum Equity Management6,313$222K0.23%new13F-HRTimeline
City Center Advisors, LLC6,313$222K0.24%new13F-HRTimeline
GSG Advisors LLC5,933$208K0.06%new13F-HRTimeline
Perigon Wealth Management, LLC5,900$207K<0.01%new13F-HRTimeline
NWAM LLC5,913$206K0.01%new13F-HR/ATimeline
Bison Wealth, LLC5,868$206K0.02%new13F-HRTimeline
Glen Eagle Advisors, LLC4,381$154K0.02%-24613F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC3,939$138K0.01%new13F-HR/ATimeline
ATTICUS WEALTH MANAGEMENT, LLC2,447$85.9K0.02%new13F-HRTimeline
Nova Wealth Management, Inc.1,525$53.5K0.04%-64613F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,100$38.6K<0.01%+30013F-HRTimeline
CoreCap Advisors, LLC1,029$36.1K<0.01%+45213F-HRTimeline
First Horizon Advisors, Inc.1,016$35.7K<0.01%new13F-HRTimeline
Front Row Advisors LLC900$31.6K0.01%new13F-HRTimeline
FMR LLCin group FMR LLC606$21.3K<0.01%013F-HRTimelineGroup
HHM Wealth Advisors, LLC531$18.6K<0.01%+5613F-HRTimeline
Allworth Financial LP492$17.3K<0.01%+29013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO460$16.2K<0.01%+3213F-HRTimelineGroup
FWL INVESTMENT MANAGEMENT, LLC357$12.5K<0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.301$11K<0.01%-1013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC299$10.5K<0.01%new13F-HRTimelineGroup
Pinnacle Bancorp, Inc.275$9.65K<0.01%+7213F-HRTimeline
WealthShield Partners, LLC253$8.88K<0.01%new13F-HRTimeline
Arax Advisory Partners162$5.69K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners143$5.02K<0.01%013F-HRTimelineGroup
Bullock Wealth Management Group110$3.84K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/103$3.62K<0.01%new13F-HRTimelineGroup
Cornerstone Planning Group LLC71$2.47K<0.01%new13F-HRTimeline