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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/6,763,249$238M0.02%-314,32913F-HRTimelineGroup
LPL Financial LLC5,492,159$193M0.05%+408,56513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,636,620$92.8M0.03%+158,25313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,529,540$89.1M0.02%+4,37313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,863,625$65.6M0.02%+170,88813F-HRTimelineGroup
TRAPHAGEN INVESTMENT ADVISORS LLC1,853,892$65.3M5.37%-75,34813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,704,200$60M0.04%+137,51813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,553,074$54.7M<0.01%-1,012,58913F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC1,148,848$40.5M0.1%+183,37713F-HRTimeline
Cetera Investment Advisers1,044,339$36.8M0.04%+23,15913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,002,149$35.3M0.05%-78,01513F-HRTimelineGroup
Cambridge Investment Research Advisors,…949,171$33.4M0.09%-196,99313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding783,282$27.6M+42,885Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…680,958$24M0.02%+64,47513F-HR/ATimelineGroup
Teamwork Financial Advisors, LLC651,817$23M2.45%-16,20413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC629,591$22.2M0.03%-191,05413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…580,577$21.1M0.03%+144,34013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…595,405$21M0.04%+492,26113F-HR/ATimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP537,887$18.9M0.03%+8,46313F-HRTimelineGroup
Clark Capital Management Group, Inc.526,197$18.5M0.11%+116,10813F-HRTimeline
Orion Porfolio Solutions, LLC494,570$17.4M0.13%-8,15613F-HRTimeline
Heck Capital Advisors, LLC476,199$16.8M1.25%+115,78613F-HRTimeline
Foundations Investment Advisors, LLC455,614$16M0.21%+7,86613F-HRTimeline
Aspire Capital Advisors LLC452,430$15.9M3.74%+10,13113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA451,272$15.9M<0.01%+41,00113F-HRTimelineGroup
HighTower Advisors, LLC429,973$15.1M0.02%+4,79813F-HRTimeline
HARBOUR INVESTMENTS, INC.376,866$13.3M0.27%+20,86413F-HRTimeline
Steward Partners Investment Advisory, L…334,654$11.8M0.06%+16,94513F-HRTimeline
Marble Wealth, LLC319,703$11.3M1.56%13F-HRTimeline
Sylvest Advisors, LLC304,194$10.7M5.71%-4,33513F-HRTimeline
RVW Wealth, LLC296,578$10.4M0.8%+49,74913F-HRTimeline
HBW ADVISORY SERVICES LLC294,276$10.4M1.13%+189,26213F-HRTimeline
Mariner, LLCin group Mariner, LLC284,983$10M0.01%+5,87513F-HRTimelineGroup
Z3 Capital Partners, LLC260,544$9.17M2.2%13F-HRTimeline
Mason & Associates Inc250,371$8.82M1.66%+104,30813F-HRTimeline
Plan Group Financial, LLC228,055$8.03M2.08%+36,88213F-HRTimeline
Cornerstone Wealth Management, LLC227,682$8.02M0.42%+12,99613F-HRTimeline
BNB Wealth Management, LLC225,597$7.94M5.12%13F-HRTimeline
Team Financial Group, LLC225,247$7.93M3.6%+6,91713F-HRTimeline
RFG Advisory, LLC204,562$7.2M0.14%+25,64113F-HRTimeline
Nilsine Partners, LLC199,716$7.03M0.61%+14,66713F-HRTimeline
Kingsview Wealth Management, LLC187,316$6.6M0.1%+9,70313F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.179,347$6.39M0.28%-50,84813F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.181,384$6.39M0.01%+1,50113F-HRTimelineGroup
Laurel Wealth Planning LLC177,000$6.23M3.45%+3,63413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP154,853$5.45M<0.01%+34,31613F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC146,928$5.17M0.24%+7,47813F-HRTimeline
Rubicon Advisors, GP145,354$5.12M4.73%13F-HRTimeline
Guilbault Capital LLC142,980$5.03M5.63%13F-HRTimeline
VERUS CAPITAL PARTNERS, LLC137,873$4.85M0.33%-41,06313F-HR/ATimeline
Advisory Services Network, LLC134,298$4.73M0.07%-14,81513F-HRTimeline
PRIVATE CLIENT SERVICES, LLC131,661$4.64M1.45%-13,25313F-HRTimeline
Sanctuary Advisors, LLC129,361$4.55M0.02%-44,61113F-HRTimeline
ATLANTIC FAMILY WEALTH, LLC129,343$4.55M3.44%+23,47513F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…123,793$4.36M0.14%+7,30313F-HRTimelineGroup
Arkadios Wealth Advisors122,039$4.3M0.09%+23,07413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC121,777$4.29M0.07%+24,48913F-HRTimelineGroup
NewEdge Advisors, LLC120,799$4.25M0.02%-59,09213F-HRTimeline
World Investment Advisors119,183$4.2M0.07%-4,00413F-HR/ATimeline
Fortis Advisors, LLC104,928$3.69M2.03%+75013F-HRTimeline
Delta Investment Management, LLC104,595$3.68M0.64%-441,73313F-HRTimeline
Braeburn Wealth Management LLC101,511$3.57M1.83%13F-HRTimeline
CPC Advisors, LLC99,278$3.5M0.35%+9213F-HRTimeline
Tandem Investment Partners LLC98,023$3.45M2.91%+32,82013F-HRTimeline
FORTEM FINANCIAL GROUP, LLC96,333$3.39M0.91%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.95,818$3.37M0.02%+13,25713F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…95,793$3.37M0.4%-22,71413F-HRTimeline
PCG Wealth Advisors, LLC91,063$3.21M0.91%+79,66613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…88,260$3.11M0.11%+17,80813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO85,383$3.01M<0.01%+21,86313F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC82,960$2.92M0.07%+4,66713F-HRTimeline
Per Stirling Capital Management, LLC.82,485$2.9M0.33%-61213F-HRTimeline
StoneCrest Wealth Management, Inc.81,315$2.86M1.16%+7,69213F-HRTimeline
Centurion Wealth Management LLC79,189$2.79M0.61%+9,10713F-HRTimeline
Prospera Financial Services Inc78,954$2.78M0.05%+15,30013F-HRTimeline
Noble Wealth Management PBC77,478$2.73M1.37%-8,78113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC73,691$2.6M0.02%+18,69613F-HRTimelineGroup
Kovack Advisors, Inc.71,223$2.51M0.12%new13F-HR/ATimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…69,705$2.45M0.05%+15,91113F-HRTimelineGroup
Lighthouse Wealth Management Inc.69,624$2.45M1.67%+17,85113F-HRTimeline
&PARTNERS65,219$2.3M0.01%+17,21913F-HRTimeline
Stegent Equity Advisors, Inc.64,547$2.27M1.77%-1,63913F-HRTimeline
Waverly Advisors, LLC59,008$2.08M0.02%+27,59113F-HRTimeline
CRUX WEALTH ADVISORS58,605$2.06M0.77%new13F-HRTimeline
SMITH, MOORE & CO.58,397$2.06M0.16%-157,34413F-HRTimeline
Atlas Private Wealth Advisors58,179$2.05M0.48%+7,21913F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED55,438$1.97M0.13%+45313F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC55,641$1.96M0.12%-2,93113F-HRTimeline
ZEGA Investments, LLC55,621$1.96M0.38%+3,83513F-HRTimeline
Empirical Asset Management, LLC52,232$1.84M0.52%+18,77613F-HRTimeline
AssuredPartners Investment Advisors, LLC51,216$1.8M0.27%+40,19713F-HRTimeline
Gotham Asset Management, LLC51,059$1.8M0.01%+88313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC50,552$1.78M<0.01%+35,39813F-HR/ATimelineGroup
IHT Wealth Management, LLC50,375$1.77M0.04%+30,88613F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…49,950$1.76M0.21%-2,00513F-HRTimeline
Lifeworks Advisors, LLC49,430$1.74M0.23%+2,23513F-HRTimeline
Savvy Advisors, Inc.48,965$1.72M0.06%-1,73413F-HRTimeline
First Heartland Consultants, Inc.47,423$1.7M0.13%+4,25913F-HRTimeline
Summit Financial, LLC47,684$1.68M0.02%-2,55513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC45,989$1.62M0.02%+1,76413F-HRTimelineGroup
Clay Northam Wealth Management, LLC45,498$1.6M0.89%+21,25013F-HRTimeline
Private Advisor Group, LLC45,276$1.59M0.01%-12,57013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…44,998$1.58M<0.01%+16,85013F-HRTimelineGroup
WT Wealth Management44,236$1.56M0.45%+5,45013F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC43,159$1.52M0.4%+10,87413F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.43,145$1.52M0.02%+3,58013F-HRTimelineGroup
XML Financial, LLC43,044$1.52M0.12%+2,78413F-HRTimeline
Copia Wealth Management42,586$1.5M1.07%+1,19813F-HRTimeline
UBS Group AGin group UBS Group AG42,259$1.49M<0.01%-75,67513F-HRTimelineGroup
Post Resch Tallon Group Inc.41,258$1.45M1.23%+3,04313F-HRTimeline
Tactive Advisors, LLC40,679$1.43M0.42%-4413F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV40,667$1.43M0.08%+9,86513F-HRTimeline
Long Island Wealth Management, Inc.40,049$1.41M0.67%+1,55013F-HRTimeline
JBR Co Financial Management Inc39,855$1.4M0.59%-34,02613F-HRTimeline
Comprehensive Financial Consultants Ins…38,622$1.36M0.41%+1,03413F-HRTimeline
Geneos Wealth Management Inc.37,906$1.33M0.03%+17,82613F-HRTimeline
Capital Investment Advisory Services, L…36,489$1.28M0.09%+1,39613F-HRTimeline
Empire Financial Management Company, LLC36,372$1.28M0.28%+28113F-HRTimeline
Sigma Planning Corp36,085$1.27M0.04%-11,13313F-HRTimeline
ROMANO BROTHERS AND COMPANY35,461$1.25M0.14%+19,63713F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…35,399$1.25M0.45%+7513F-HRTimelineGroup
Belpointe Asset Management LLC35,245$1.24M0.04%-2,18213F-HRTimeline
OFC FINANCIAL PLANNING, LLC35,217$1.24M1.18%+2,42013F-HRTimeline
PFG Investments, LLC34,862$1.23M0.06%+8,64213F-HRTimeline
J.W. COLE ADVISORS, INC.34,988$1.22M0.03%+3,09913F-HRTimeline
IFG Advisory, LLC34,542$1.22M0.05%+3,57013F-HRTimeline
Tripletail Wealth Management, LLC34,510$1.22M1.54%-2,31113F-HRTimeline
VISTA INVESTMENT PARTNERS LLC33,436$1.18M0.31%+4413F-HRTimeline
Western Wealth Management, LLC31,933$1.12M0.05%-4,45513F-HRTimeline
WJ Wealth Management, LLC30,636$1.08M0.47%-133,83213F-HRTimeline
DAVENPORT & Co LLC30,452$1.07M0.01%+1,34513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …30,316$1.07M0.02%+6,87113F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management29,223$1.03M0.01%+9,13513F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV28,916$1.02M0.06%+32713F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC28,526$1M0.02%+23113F-HR/ATimeline
Colonial River Investments, LLC28,363$999K0.36%+6813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC27,788$978K<0.01%new13F-HRTimelineGroup
HB Wealth Management, LLC27,507$969K0.01%new13F-HRTimeline
TrueWealth Advisors, LLC26,879$946K0.25%-7,65613F-HRTimeline
Compass Advisory Group LLC26,403$931K0.25%-12513F-HRTimeline
Fearless Solutions, LLC dba Best Invest24,619$867K0.53%-20013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC24,262$854K0.02%+29713F-HRTimelineGroup
Ellis Investment Partners, LLC23,408$824K0.14%-42013F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…22,660$798K0.16%+10013F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC22,055$777K0.57%+34913F-HRTimeline
B & T Capital Management DBA Alpha Capi…21,935$772K0.11%+1,89413F-HRTimeline
ARQ WEALTH ADVISORS, LLC21,636$762K0.21%+14,66813F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC21,477$756K<0.01%-19,56613F-HRTimelineGroup
Janney Montgomery Scott LLC21,408$754K<0.01%-1,40113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC21,397$753K0.02%+6,50013F-HR/ATimelineGroup
CALTON & ASSOCIATES, INC.21,276$749K0.11%+2,16713F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC20,496$722K0.12%+68813F-HRTimeline
Summit Wealth Partners, LLC20,096$708K0.13%+28513F-HRTimeline
Signature Equity Partners, LLC19,440$684K0.38%13F-HRTimeline
CMC Financial Group19,415$684K1.22%-177,21413F-HRTimeline
IFP Advisors, Inc19,311$680K0.02%+2,51013F-HRTimeline
HighPoint Advisor Group LLC18,956$667K0.01%new13F-HRTimeline
COZAD ASSET MANAGEMENT INC18,414$648K0.05%-43113F-HRTimeline
MONEY CONCEPTS CAPITAL CORP18,262$643K0.04%new13F-HRTimeline
Gateway Wealth Partners, LLC17,799$627K0.07%-6513F-HRTimeline
Clear Creek Financial Management, LLC16,663$587K0.05%+1,72113F-HRTimeline
Trademark Financial Management, LLC16,070$566K0.31%-32,05513F-HRTimeline
AE Wealth Management LLC15,495$546K<0.01%+4,51813F-HRTimeline
D.A. DAVIDSON & CO.15,356$541K<0.01%-1,93913F-HRTimeline
Cooper Financial Group15,321$539K0.06%-9413F-HRTimeline
Maridea Wealth Management LLC14,209$500K0.08%+35013F-HRTimeline
GK Wealth Management LLC14,008$493K0.36%-1513F-HRTimeline
Sankala Group LLC13,891$490K0.39%13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…13,677$482K0.02%+4,90513F-HRTimelineGroup
CATHY PARETO & ASSOCIATES, INC13,597$479K0.33%+30113F-HRTimeline
Palumbo Wealth Management LLC13,573$478K0.12%new13F-HRTimeline
Ausdal Financial Partners, Inc.13,553$477K0.02%+44613F-HRTimeline
INTEGRITY ALLIANCE, LLC.13,440$473K0.02%new13F-HRTimeline
Advyzon Investment Management, LLC13,398$472K0.05%new13F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …12,825$463K0.01%+25013F-HRTimelineGroup
WIN ADVISORS, INC13,081$461K0.2%+17013F-HRTimeline
White Knight Strategic Wealth Advisors,…12,443$438K0.32%+4,23213F-HRTimeline
Pasadena Private Wealth, LLC12,331$434K0.06%+40513F-HRTimeline
COMERICA BANK12,282$432K<0.01%-8,06413F-HRTimeline
Trexquant Investment LP12,231$431K<0.01%+1,52213F-HRTimeline
Smart Portfolios, LLC12,210$430K0.43%new13F-HRTimeline
Arete Wealth Advisors, LLC11,801$416K0.03%+28313F-HR/ATimeline
Purus Wealth Management, LLC10,033$353K0.11%-3,70313F-HRTimeline
Global Retirement Partners, LLC9,966$351K0.01%-413F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC9,790$345K0.02%-5,17113F-HRTimeline
Total Clarity Wealth Management, Inc.9,629$339K0.08%+1,00113F-HRTimeline
Cresset Asset Management, LLC9,373$331K<0.01%new13F-HRTimeline
Sovran Advisors, LLC8,902$323K0.03%-1,62013F-HRTimeline
Capasso Planning Partners LLC8,798$310K0.17%-2,51713F-HRTimeline
SEEDS INVESTOR LLC8,773$309K0.06%-95213F-HRTimeline
GSG Advisors LLC8,434$297K0.08%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…8,050$283K0.02%new13F-HRTimeline
Convergence Financial, LLC7,986$281K0.04%+35813F-HRTimeline
Bison Wealth, LLC7,859$263K0.03%new13F-HRTimeline
Wealth Management Associates, Inc.7,200$254K0.09%013F-HRTimeline
Modern Wealth Management, LLC7,131$251K<0.01%new13F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC7,121$251K0.01%new13F-HRTimeline
Revisor Wealth Management LLC6,968$249K0.07%new13F-HRTimeline
PRIVATE TRUST CO NA7,042$248K0.02%+71313F-HRTimeline
Bey-Douglas LLC6,956$245K0.2%-6,43413F-HRTimeline