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Disclosery

COWG PACER FDS TR

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US LRG CP CASH (fund)

224 managers (225 13F filers) reported a position in COWG shares at 2025-09-30, 47,321,108 shares in all. 46 filers opened a position and 22 filers sold out during the quarter.

Managers
224
13F filers
225
New
46
Added
117
Reduced
50
Sold out
22
Shares held by filers
47,321,108

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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/7,077,578$257M0.02%+741,72013F-HR/ATimelineGroup
LPL Financial LLC5,083,594$185M0.05%+1,165,73913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,565,663$93.1M0.01%+364,03113F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,525,167$91.7M0.02%+432,40813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,478,367$90M0.03%+496,73313F-HRTimelineGroup
TRAPHAGEN INVESTMENT ADVISORS LLC1,929,240$70M6.03%-14,31413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,692,737$61.4M0.02%+315,49913F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,566,682$56.7M0.04%+278,22113F-HRTimelineGroup
Cambridge Investment Research Advisors,…1,146,164$41.6M0.11%+269,94513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,080,164$38.5M0.05%+306,00013F-HRTimelineGroup
Cetera Investment Advisers1,021,180$37.1M0.04%+286,67113F-HRTimeline
MML INVESTORS SERVICES, LLC965,471$35M0.09%+80,15413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC820,645$29.8M0.04%+142,61413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding740,397$26.9M+52,869Timeline
Teamwork Financial Advisors, LLC668,021$24.2M2.64%+99,91913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…616,483$22.4M0.01%-70,92613F-HRTimelineGroup
Delta Investment Management, LLC546,328$19.8M3.55%-14,54313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP529,424$19.2M0.03%-77,97413F-HRTimelineGroup
Orion Porfolio Solutions, LLC502,726$18.2M0.14%+55,63313F-HRTimeline
Foundations Investment Advisors, LLC447,748$16.3M0.24%new13F-HRTimeline
Aspire Capital Advisors LLC442,299$16.1M3.96%+12,02813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…436,237$15.9M0.02%+9,77713F-HRTimeline
HighTower Advisors, LLC425,175$15.4M0.02%+34,07713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA410,271$14.9M<0.01%+96,26713F-HRTimelineGroup
Clark Capital Management Group, Inc.410,089$14.9M0.09%-25,37813F-HRTimeline
Yeomans Consulting Group, Inc.399,396$14.6M5.03%+53,54313F-HRTimeline
Heck Capital Advisors, LLC360,413$13.1M1.01%-12,28613F-HRTimeline
HARBOUR INVESTMENTS, INC.356,002$12.9M0.29%+15,24413F-HRTimeline
Steward Partners Investment Advisory, L…317,709$11.5M0.07%+20,35913F-HRTimeline
Sylvest Advisors, LLC308,529$11.2M6.02%+5,73313F-HRTimeline
Mariner, LLCin group Mariner, LLC279,108$10.1M0.01%+144,57813F-HRTimelineGroup
RVW Wealth, LLC246,829$8.96M0.7%+166,78913F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.230,195$8.36M0.36%+47,81013F-HRTimelineGroup
Team Financial Group, LLC218,330$7.93M3.67%+10,65213F-HRTimeline
SMITH, MOORE & CO.215,741$7.83M0.6%+20,76413F-HRTimeline
Cornerstone Wealth Management, LLC214,686$7.79M0.43%-11,17813F-HRTimeline
CMC Financial Group196,629$7.14M13.21%-141,36313F-HRTimeline
Plan Group Financial, LLC191,173$6.94M1.86%+69,01713F-HRTimeline
Nilsine Partners, LLC185,049$6.72M0.6%+44,26213F-HRTimeline
Qube Research & Technologies Ltd180,028$6.54M0.01%+164,58113F-HRTimeline
NewEdge Advisors, LLC179,891$6.53M0.03%+6,73213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.179,883$6.53M0.01%+6,34513F-HRTimelineGroup
VERUS CAPITAL PARTNERS, LLC178,936$6.5M0.5%+25,72913F-HR/ATimeline
RFG Advisory, LLC178,921$6.49M0.13%new13F-HRTimeline
Kingsview Wealth Management, LLC177,613$6.45M0.1%+25,63013F-HRTimeline
Sanctuary Advisors, LLC173,972$6.32M0.04%-98,00713F-HR/ATimeline
Laurel Wealth Planning LLC173,366$6.29M3.33%+51813F-HRTimeline
WJ Wealth Management, LLC164,468$6.01M2.64%-4,85213F-HR/ATimeline
Advisory Services Network, LLC149,113$5.41M0.08%-2,57813F-HRTimeline
Mason & Associates Inc146,063$5.3M1.07%new13F-HRTimeline
PRIVATE CLIENT SERVICES, LLC144,914$5.26M1.76%+126,91413F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC139,450$5.06M0.22%+16,24213F-HRTimeline
World Investment Advisors123,187$4.47M0.09%+15,48413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP120,537$4.38M<0.01%+8,55713F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…118,507$4.3M0.55%+18,68013F-HRTimeline
UBS Group AGin group UBS Group AG117,934$4.28M<0.01%+95,04013F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…116,490$4.23M0.14%+57,09413F-HRTimelineGroup
ATLANTIC FAMILY WEALTH, LLC105,868$3.84M2.97%+61,93513F-HRTimeline
HBW ADVISORY SERVICES LLC105,014$3.81M0.43%+28,58213F-HRTimeline
Fortis Advisors, LLC104,178$3.78M2.16%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…103,144$3.74M0.01%-16,90113F-HRTimelineGroup
CPC Advisors, LLC99,186$3.6M0.38%-80613F-HRTimeline
Arkadios Wealth Advisors98,965$3.59M0.09%+11,63313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC97,288$3.53M0.06%+1,18813F-HRTimelineGroup
Noble Wealth Management PBC86,259$3.13M1.67%13F-HRTimeline
Per Stirling Capital Management, LLC.83,097$3.02M0.36%-58,97513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.82,561$3M0.02%+16,74113F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC78,293$2.84M0.07%+14,63313F-HRTimeline
JBR Co Financial Management Inc73,881$2.68M1.13%+13,94313F-HRTimeline
StoneCrest Wealth Management, Inc.73,623$2.67M1.17%+2,18113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…70,452$2.56M0.1%+17,78813F-HRTimelineGroup
CLG LLC70,303$2.55M0.7%-17,44913F-HRTimeline
Centurion Wealth Management LLC70,082$2.54M0.58%+1,33913F-HRTimeline
Stegent Equity Advisors, Inc.66,186$2.4M1.96%+47,48113F-HRTimeline
Tandem Investment Partners LLC65,203$2.37M1.94%new13F-HRTimeline
Prospera Financial Services Inc63,654$2.31M0.04%+41,63313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO63,520$2.31M<0.01%+63,06013F-HR/ATimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC58,572$2.13M0.13%-7,14113F-HRTimeline
Private Advisor Group, LLC57,846$2.1M0.01%+20,81013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC54,995$2M0.02%+4,63813F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED54,985$2M0.15%+48,36713F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…53,794$1.95M0.04%new13F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…51,955$1.89M0.22%+9,07913F-HRTimeline
ZEGA Investments, LLC51,786$1.88M0.43%-2,18513F-HRTimeline
Lighthouse Wealth Management Inc.51,773$1.88M1.53%+22,12113F-HRTimeline
Atlas Private Wealth Advisors50,960$1.85M0.45%-29,50113F-HRTimeline
Savvy Advisors, Inc.50,699$1.84M0.08%new13F-HRTimeline
Summit Financial, LLC50,239$1.82M0.03%new13F-HRTimeline
Gotham Asset Management, LLC50,176$1.82M0.01%new13F-HRTimeline
&PARTNERS48,000$1.75M0.01%+12,76513F-HRTimeline
Trademark Financial Management, LLC48,125$1.75M1.02%-58,45613F-HRTimeline
Sigma Planning Corp47,218$1.71M0.05%+17,60113F-HRTimeline
Lifeworks Advisors, LLC47,195$1.71M0.23%-15613F-HRTimeline
Y-Intercept (Hong Kong) Ltd45,583$1.65M0.04%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC44,225$1.61M0.02%+9,97513F-HRTimelineGroup
First Heartland Consultants, Inc.43,164$1.57M0.13%+5,45713F-HRTimeline
Copia Wealth Management41,388$1.5M1.12%+5,62613F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC41,043$1.49M<0.01%+10,17813F-HRTimelineGroup
Tactive Advisors, LLC40,723$1.48M0.42%+33213F-HRTimeline
XML Financial, LLC40,260$1.46M0.12%+5,55113F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.39,565$1.44M0.02%-18,57313F-HRTimelineGroup
WT Wealth Management38,786$1.41M0.41%new13F-HRTimeline
Long Island Wealth Management, Inc.38,499$1.4M0.68%013F-HRTimeline
Post Resch Tallon Group Inc.38,215$1.39M1.23%+13,97513F-HRTimeline
Comprehensive Financial Consultants Ins…37,588$1.36M0.42%+29,70013F-HRTimeline
Belpointe Asset Management LLC37,427$1.36M0.05%+1,86613F-HRTimeline
Tripletail Wealth Management, LLC36,821$1.36M1.6%-4913F-HRTimeline
Western Wealth Management, LLC36,388$1.32M0.07%-2,89713F-HRTimeline
Empire Financial Management Company, LLC36,091$1.31M0.3%+2,98013F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…35,324$1.28M0.47%new13F-HRTimelineGroup
Capital Investment Advisory Services, L…35,093$1.27M0.1%-4,47913F-HRTimeline
TrueWealth Advisors, LLC34,535$1.25M0.34%+1,10413F-HRTimeline
Empirical Asset Management, LLC33,456$1.21M0.34%new13F-HRTimeline
VISTA INVESTMENT PARTNERS LLC33,392$1.21M0.34%+3,15113F-HRTimeline
OFC FINANCIAL PLANNING, LLC32,797$1.19M1.18%-66513F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC32,285$1.17M0.3%+10,32813F-HRTimelineGroup
J.W. COLE ADVISORS, INC.31,889$1.16M0.02%+4,37413F-HRTimeline
Waverly Advisors, LLC31,417$1.14M0.01%+17,53213F-HRTimeline
IFG Advisory, LLC30,972$1.12M0.05%new13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV30,802$1.12M0.07%+6,93413F-HRTimeline
DAVENPORT & Co LLC29,107$1.06M0.01%+1,65513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV28,589$1.04M0.07%-56313F-HRTimeline
Colonial River Investments, LLC28,295$1.03M0.38%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC28,295$1.03M0.02%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…28,148$1.02M<0.01%+6,26013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC27,281$990K<0.01%+10,81413F-HRTimelineGroup
Compass Advisory Group LLC26,528$963K0.27%+1813F-HRTimeline
PFG Investments, LLC26,220$952K0.05%+4,25413F-HRTimeline
Fearless Solutions, LLC dba Best Invest24,819$901K0.58%-10513F-HRTimeline
Clay Northam Wealth Management, LLC24,248$880K0.5%+17,92313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC23,965$870K0.02%new13F-HRTimelineGroup
Ellis Investment Partners, LLC23,828$865K0.16%-76713F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …23,445$851K0.02%new13F-HRTimelineGroup
Janney Montgomery Scott LLC22,809$828K<0.01%+3,94613F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…22,560$819K0.17%+2,91013F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC21,706$788K0.58%+4713F-HRTimeline
PFG Advisors21,276$772K0.03%+13613F-HRTimeline
COMERICA BANK20,346$739K<0.01%+5,07313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management20,088$729K0.01%+40913F-HRTimelineGroup
Geneos Wealth Management Inc.20,080$729K0.02%+52413F-HRTimeline
B & T Capital Management DBA Alpha Capi…20,041$727K0.12%+48313F-HRTimeline
Summit Wealth Partners, LLC19,811$719K0.13%+8,10013F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC19,808$719K0.12%-1,97813F-HRTimeline
IHT Wealth Management, LLC19,489$707K0.02%new13F-HRTimeline
CALTON & ASSOCIATES, INC.19,109$694K0.1%+13913F-HRTimeline
COZAD ASSET MANAGEMENT INC18,845$684K0.05%+2,56413F-HRTimeline
Runnymede Capital Advisors, Inc.18,551$673K0.55%-5,05013F-HRTimeline
Gateway Wealth Partners, LLC17,864$648K0.09%new13F-HRTimeline
D.A. DAVIDSON & CO.17,295$628K<0.01%+6,62813F-HRTimeline
IFP Advisors, Inc16,801$610K0.02%+1,15013F-HR/ATimeline
ROMANO BROTHERS AND COMPANY15,824$574K0.07%new13F-HRTimeline
HUB Investment Partners, LLC15,587$566K0.02%new13F-HRTimeline
RPS ADVISORY SOLUTIONS LLC15,554$565K0.28%-14,26513F-HRTimeline
Cooper Financial Group15,415$560K0.06%-9313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC15,154$550K<0.01%-161,35213F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC14,961$543K0.03%+8,35613F-HRTimeline
Clear Creek Financial Management, LLC14,942$542K0.05%+6,83713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC14,897$541K0.02%+8,03213F-HRTimelineGroup
GK Wealth Management LLC14,023$509K0.38%+2,41313F-HRTimeline
Maridea Wealth Management LLC13,859$499K0.08%new13F-HRTimeline
Purus Wealth Management, LLC13,736$499K0.16%+17613F-HRTimeline
Bey-Douglas LLC13,390$486K0.36%-8,98313F-HRTimeline
CATHY PARETO & ASSOCIATES, INC13,296$483K0.36%+1,25213F-HRTimeline
Ausdal Financial Partners, Inc.13,107$476K0.02%new13F-HRTimeline
WIN ADVISORS, INC12,911$469K0.23%new13F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …12,575$461K0.02%+3,18013F-HRTimelineGroup
Pasadena Private Wealth, LLC11,926$433K0.06%+1213F-HRTimeline
Arete Wealth Advisors, LLC11,518$418K0.03%+13113F-HRTimeline
PCG Wealth Advisors, LLC11,397$414K0.12%new13F-HRTimeline
Capasso Planning Partners LLC11,315$411K0.26%-6,15113F-HRTimeline
AssuredPartners Investment Advisors, LLC11,019$400K0.09%new13F-HRTimeline
AE Wealth Management LLC10,977$398K<0.01%+3,74913F-HRTimeline
NWAM LLC10,828$390K0.02%+4,91513F-HR/ATimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…10,710$389K0.01%new13F-HRTimelineGroup
Trexquant Investment LP10,709$389K<0.01%new13F-HRTimeline
Sovran Advisors, LLC10,522$382K0.03%-11,21913F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC10,135$368K0.14%-67113F-HR/ATimelineGroup
Global Retirement Partners, LLC9,970$362K0.01%-44413F-HRTimeline
SEEDS INVESTOR LLC9,725$353K0.07%+61913F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…8,772$318K0.02%-3,63413F-HRTimelineGroup
Total Clarity Wealth Management, Inc.8,628$313K0.08%-19313F-HRTimeline
GSG Advisors LLC8,434$308K0.08%+2,50113F-HRTimeline
White Knight Strategic Wealth Advisors,…8,211$298K0.23%+50113F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.7,849$285K<0.01%new13F-HRTimelineGroup
Financial Advocates Investment Manageme…7,810$284K0.16%-52,30713F-HRTimeline
Convergence Financial, LLC7,628$277K0.04%new13F-HRTimeline
IVC Wealth Advisors LLC7,500$272K0.12%-1,10013F-HRTimeline
Fort Sheridan Advisors LLC7,475$271K0.04%-8,60613F-HRTimeline
Wealth Management Associates, Inc.7,200$261K0.09%013F-HRTimeline
ARQ WEALTH ADVISORS, LLC6,968$253K0.07%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC6,400$232K0.01%new13F-HRTimeline
PRIVATE TRUST CO NA6,329$230K0.02%-1,72013F-HRTimeline
Focus Financial Network, Inc.6,312$229K0.01%-1,30913F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…6,244$227K0.01%new13F-HRTimelineGroup
Stillwater Wealth Management Group6,138$223K0.16%13F-HRTimeline
Farther Finance Advisors, LLC5,922$215K<0.01%-3,15913F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC5,922$215K<0.01%new13F-HRTimeline
Perigon Wealth Management, LLC5,900$214K<0.01%013F-HRTimeline
Brookwood Investment Group LLC5,891$214K0.03%new13F-HRTimeline
High Net Worth Advisory Group LLC5,747$209K0.05%new13F-HRTimeline