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Disclosery

COWG PACER FDS TR

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US LRG CP CASH (fund)

235 managers (237 13F filers) reported a position in COWG shares at 2026-03-31, 42,056,088 shares in all. 21 filers opened a position and 27 filers sold out during the quarter.

Managers
235
13F filers
237
New
21
Added
97
Reduced
90
Sold out
27
Shares held by filers
42,056,088

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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/6,270,130$212M0.02%-493,11913F-HRTimelineGroup
LPL Financial LLC5,181,940$175M0.05%-310,21913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,225,818$75.1M0.02%-410,80213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,025,016$68.3M0.01%-504,52413F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,818,790$61.4M0.02%-44,83513F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,739,015$57.2M0.03%+34,81513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,469,969$49.6M<0.01%-83,10513F-HRTimelineGroup
Cetera Investment Advisers1,089,469$36.8M0.04%+45,13013F-HRTimeline
MML INVESTORS SERVICES, LLC1,073,358$36.2M0.1%-75,49013F-HRTimeline
Cambridge Investment Research Advisors,…1,013,162$34.2M0.09%+63,99113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.902,911$30.5M0.04%-99,23813F-HRTimelineGroup
TRAPHAGEN INVESTMENT ADVISORS LLC889,007$30M2.43%-964,88513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding719,879$24.3M-63,403Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA545,970$18.4M<0.01%+94,69813F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…535,297$18.1M0.01%-145,66113F-HRTimelineGroup
Clark Capital Management Group, Inc.531,200$17.9M0.11%+5,00313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP506,010$17.1M0.02%-31,87713F-HRTimelineGroup
Aspire Capital Advisors LLC496,195$16.7M3.77%+43,76513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC490,819$16.6M0.02%-138,77213F-HRTimeline
Heck Capital Advisors, LLC473,873$16M1.19%-2,32613F-HRTimeline
Foundations Investment Advisors, LLC468,257$15.8M0.2%+12,64313F-HRTimeline
HighTower Advisors, LLC431,175$14.5M0.02%+1,20213F-HRTimeline
Steward Partners Investment Advisory, L…364,492$12.3M0.06%+29,83813F-HRTimeline
RVW Wealth, LLC341,988$11.5M0.9%+45,41013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…321,927$10.9M0.02%-273,47813F-HRTimelineGroup
Sylvest Advisors, LLC311,679$10.5M5.59%+7,48513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC290,104$9.79M<0.01%+239,55213F-HRTimelineGroup
Plan Group Financial, LLC274,850$9.27M2.18%+46,79513F-HRTimeline
Z3 Capital Partners, LLC255,040$8.6M2.18%-5,50413F-HRTimeline
HBW ADVISORY SERVICES LLC249,189$8.41M0.89%-45,08713F-HRTimeline
Cornerstone Wealth Management, LLC236,097$7.97M0.4%+8,41513F-HRTimeline
Orion Porfolio Solutions, LLC233,473$7.88M0.07%-261,09713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…225,390$7.66M0.02%-355,18713F-HRTimeline
Team Financial Group, LLC226,280$7.63M3.47%+1,03313F-HRTimeline
RFG Advisory, LLC213,513$7.2M0.13%+8,95113F-HRTimeline
BNB Wealth Management, LLC200,377$6.76M4.34%-25,22013F-HRTimeline
Kingsview Wealth Management, LLC191,480$6.46M0.09%+4,16413F-HRTimeline
Mariner, LLCin group Mariner, LLC187,232$6.32M0.01%-97,75113F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC173,186$5.84M0.26%+26,25813F-HRTimeline
Laurel Wealth Planning LLC173,119$5.84M3.08%-3,88113F-HRTimeline
Marble Wealth, LLC168,835$5.7M1%-150,86813F-HRTimeline
Rubicon Advisors, GP155,379$5.24M4.56%+10,02513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.150,777$5.09M0.01%-30,60713F-HRTimelineGroup
Guilbault Capital LLC149,913$5.06M5.54%+6,93313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP149,534$5.05M<0.01%-5,31913F-HRTimelineGroup
VERUS CAPITAL PARTNERS, LLC148,403$5.01M0.34%+10,53013F-HRTimeline
ATLANTIC FAMILY WEALTH, LLC138,452$4.67M3.37%+9,10913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC133,080$4.49M0.07%+11,30313F-HRTimelineGroup
Advisory Services Network, LLC130,578$4.41M0.06%-3,72013F-HRTimeline
Fortis Advisors, LLC130,156$4.39M2.2%+25,22813F-HRTimeline
Tandem Investment Partners LLC124,288$4.19M3.56%+26,26513F-HRTimeline
Arkadios Wealth Advisors120,847$4.08M0.07%-1,19213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…106,583$3.6M0.11%+18,32313F-HR/ATimelineGroup
World Investment Advisors103,978$3.51M0.06%-15,20513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO101,318$3.32M<0.01%+15,93513F-HR/ATimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.93,871$3.31M0.02%-1,94713F-HRTimelineGroup
NewEdge Advisors, LLC97,742$3.3M0.01%-23,05713F-HR/ATimeline
Waverly Advisors, LLC95,276$3.21M0.02%+36,26813F-HRTimeline
PCG Wealth Advisors, LLC92,127$3.11M0.79%+1,06413F-HRTimeline
Centurion Wealth Management LLC87,950$2.97M0.67%+8,76113F-HRTimeline
&PARTNERS87,098$2.94M0.01%+21,87913F-HRTimeline
Mason & Associates Inc88,667$2.91M0.56%-161,70413F-HRTimeline
HARBOUR INVESTMENTS, INC.85,700$2.89M0.04%-291,16613F-HRTimeline
Teamwork Financial Advisors, LLC82,482$2.78M0.31%-569,33513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC81,375$2.75M0.02%+7,68413F-HRTimelineGroup
Independent Advisor Alliance75,782$2.56M0.03%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…74,172$2.5M0.05%+4,46713F-HRTimelineGroup
Sanctuary Advisors, LLC73,645$2.48M0.01%-55,71613F-HRTimeline
Per Stirling Capital Management, LLC.72,954$2.46M0.27%-9,53113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC72,819$2.46M0.06%-10,14113F-HR/ATimeline
Lighthouse Wealth Management Inc.70,594$2.38M1.62%+97013F-HRTimeline
Atlas Private Wealth Advisors69,200$2.33M0.55%+11,02113F-HRTimeline
Noble Wealth Management PBC68,618$2.32M1.19%-8,86013F-HRTimeline
Kovack Advisors, Inc.68,555$2.31M0.12%-2,66813F-HRTimeline
AssuredPartners Investment Advisors, LLC66,444$2.27M0.25%+15,22813F-HRTimeline
FORTEM FINANCIAL GROUP, LLC63,393$2.14M0.54%-32,94013F-HRTimeline
IHT Wealth Management, LLC62,847$2.12M0.05%+12,47213F-HRTimeline
CRUX WEALTH ADVISORS62,494$2.11M0.81%+3,88913F-HRTimeline
Gotham Asset Management, LLC61,089$2.06M0.01%+10,03013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC59,002$1.99M0.12%+3,36113F-HRTimeline
First Heartland Consultants, Inc.58,978$1.99M0.15%+11,55513F-HRTimeline
Commerce Advisors, LLC58,899$1.99M1.67%13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…57,456$1.94M0.24%+7,50613F-HRTimeline
Savvy Advisors, Inc.57,384$1.94M0.05%+8,41913F-HRTimeline
Summit Financial, LLC52,388$1.77M0.02%+4,70413F-HRTimeline
Empirical Asset Management, LLC51,512$1.74M0.46%-72013F-HRTimeline
SMITH, MOORE & CO.50,735$1.71M0.12%-7,66213F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC48,142$1.62M0.02%+2,15313F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…46,151$1.56M0.04%+42,74113F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.45,602$1.54M0.02%+2,45713F-HRTimelineGroup
Clay Northam Wealth Management, LLC45,273$1.53M0.86%-22513F-HRTimeline
XML Financial, LLC44,309$1.49M0.12%+1,26513F-HRTimeline
ROMANO BROTHERS AND COMPANY43,074$1.45M0.17%+7,61313F-HRTimeline
PRIVATE CLIENT SERVICES, LLC43,032$1.45M0.43%-88,62913F-HRTimeline
Tactive Advisors, LLC42,779$1.44M0.41%+2,10013F-HRTimeline
Post Resch Tallon Group Inc.41,983$1.43M1.15%+72513F-HRTimeline
Geneos Wealth Management Inc.41,982$1.42M0.03%+4,07613F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV41,714$1.41M0.07%+1,04713F-HRTimeline
JBR Co Financial Management Inc39,855$1.4M0.59%013F-HRTimeline
Comprehensive Financial Consultants Ins…41,338$1.39M0.41%+2,71613F-HRTimeline
Long Island Wealth Management, Inc.41,188$1.39M0.64%+1,13913F-HRTimeline
VISTA INVESTMENT PARTNERS LLC38,136$1.29M0.34%+4,70013F-HRTimeline
Belpointe Asset Management LLC37,113$1.25M0.05%+1,86813F-HRTimeline
Private Advisor Group, LLC36,802$1.24M0.01%-8,47413F-HRTimeline
Empire Financial Management Company, LLC36,090$1.22M0.28%-28213F-HRTimeline
OFC FINANCIAL PLANNING, LLC34,914$1.18M1.16%-30313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC33,927$1.14M<0.01%new13F-HRTimelineGroup
PFG Investments, LLC33,367$1.13M0.05%-1,49513F-HRTimeline
Gateway Wealth Partners, LLC33,344$1.12M0.04%+15,54513F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…32,901$1.11M0.41%-2,49813F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …32,752$1.11M0.02%+2,43613F-HRTimelineGroup
DAVENPORT & Co LLC32,280$1.09M0.01%+1,82813F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV32,258$1.09M0.07%+3,34213F-HRTimeline
ARQ WEALTH ADVISORS, LLC31,640$1.07M0.19%+10,00413F-HRTimeline
J.W. COLE ADVISORS, INC.30,344$1.02M0.03%-4,64413F-HRTimeline
Colonial River Investments, LLC29,774$1M0.36%+1,41113F-HRTimeline
Tripletail Wealth Management, LLC29,457$1M1.37%-5,05313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management29,645$1M0.01%+42213F-HRTimelineGroup
UBS Group AGin group UBS Group AG28,757$970K<0.01%-13,50213F-HRTimelineGroup
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…28,391$958K0.2%+5,73113F-HRTimeline
Western Wealth Management, LLC28,214$952K0.04%-3,71913F-HR/ATimeline
Compass Advisory Group LLC27,357$923K0.25%+95413F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC26,300$887K0.15%+5,80413F-HRTimeline
COZAD ASSET MANAGEMENT INC26,112$881K0.07%+7,69813F-HRTimeline
Sigma Planning Corp24,955$842K0.02%-11,13013F-HRTimeline
Fearless Solutions, LLC dba Best Invest24,619$831K0.5%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC23,890$806K0.02%+2,49313F-HRTimelineGroup
Janney Montgomery Scott LLC23,399$789K<0.01%+1,99113F-HRTimeline
HighPoint Advisor Group LLC23,257$785K0.03%+4,30113F-HRTimeline
Prospera Financial Services Inc22,529$760K0.01%-56,42513F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC22,522$760K0.56%+46713F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC21,620$729K<0.01%+14313F-HRTimelineGroup
HUB Investment Partners, LLC21,363$721K0.02%new13F-HRTimeline
Copia Wealth Management21,158$714K0.49%-21,42813F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…20,091$678K0.02%-103,70213F-HRTimelineGroup
Ellis Investment Partners, LLC19,909$672K0.12%-3,49913F-HRTimeline
AE Wealth Management LLC19,339$652K<0.01%+3,84413F-HRTimeline
IFP Advisors, Inc18,271$616K0.01%-1,04013F-HRTimeline
Signature Equity Partners, LLC17,790$600K0.32%-1,65013F-HRTimeline
Ausdal Financial Partners, Inc.16,106$543K0.02%+2,55313F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…15,398$520K0.02%+1,72113F-HRTimelineGroup
Summit Wealth Partners, LLC14,814$500K0.08%-5,28213F-HRTimeline
Sankala Group LLC15,008$499K0.41%+1,11713F-HRTimeline
Clarity Asset Management, Inc.14,556$491K0.25%new13F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers14,402$486K<0.01%new13F-HRTimelineGroup
D.A. DAVIDSON & CO.14,106$476K<0.01%-1,25013F-HRTimeline
OxenFree Capital LLC13,176$467K0.23%new13F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding12,970$465K+145Timeline
Palumbo Wealth Management LLC13,573$458K0.11%013F-HRTimeline
TrueWealth Advisors, LLC13,383$452K0.11%-13,49613F-HRTimeline
Trademark Financial Management, LLC13,221$446K0.22%-2,84913F-HRTimeline
HB Wealth Management, LLC13,097$442K<0.01%-14,41013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd13,091$442K0.01%new13F-HRTimelineGroup
WIN ADVISORS, INC12,543$423K0.19%-53813F-HRTimeline
Maridea Wealth Management LLC12,463$420K0.06%-1,74613F-HRTimeline
Pasadena Private Wealth, LLC12,353$417K0.06%+2213F-HRTimeline
Smart Portfolios, LLC12,137$409K0.41%-7313F-HRTimeline
EP Wealth Advisors, LLC12,134$409K<0.01%new13F-HRTimeline
Trexquant Investment LP11,939$403K<0.01%-29213F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC11,932$403K<0.01%new13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP11,544$389K0.02%-6,71813F-HRTimeline
Total Clarity Wealth Management, Inc.11,425$385K0.09%+1,79613F-HRTimeline
Clear Creek Financial Management, LLC11,380$384K0.03%-5,28313F-HRTimeline
Nilsine Partners, LLC9,991$362K0.03%-189,72513F-HRTimeline
White Knight Strategic Wealth Advisors,…10,723$362K0.3%-1,72013F-HRTimeline
Cooper Financial Group10,273$347K0.04%-5,04813F-HRTimeline
Runnymede Capital Advisors, Inc.10,227$345K0.3%new13F-HRTimeline
Purus Wealth Management, LLC10,033$338K0.11%013F-HRTimeline
FLOW TRADERS U.S. LLC9,489$320K0.01%new13F-HRTimeline
Cresset Asset Management, LLC9,390$317K<0.01%+1713F-HRTimeline
Sovran Advisors, LLC8,585$312K0.02%-31713F-HRTimeline
SEEDS INVESTOR LLC8,773$309K0.04%013F-HRTimeline
Bison Wealth, LLC7,980$298K0.03%+12113F-HRTimeline
High Net Worth Advisory Group LLC8,645$292K0.07%+2,89813F-HRTimeline
Capasso Planning Partners LLC8,621$291K0.16%-17713F-HRTimeline
GSG Advisors LLC8,452$285K0.07%+1813F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.8,397$283K0.02%-170,95013F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…7,993$270K0.02%-5713F-HRTimeline
Convergence Financial, LLC7,986$269K0.03%013F-HRTimeline
CATHY PARETO & ASSOCIATES, INC7,816$264K0.18%-5,78113F-HRTimeline
Visionary Horizons, LLC7,815$264K0.13%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC7,777$262K<0.01%+6,73313F-HRTimeline
PRIVATE TRUST CO NA7,729$261K0.02%+68713F-HRTimeline
Revisor Wealth Management LLC7,406$250K0.07%+43813F-HRTimeline
Stegent Equity Advisors, Inc.6,815$230K0.2%-57,73213F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED6,771$228K0.02%-48,66713F-HRTimeline
Bey-Douglas LLC6,356$214K0.19%-60013F-HRTimeline
U.S. Capital Wealth Advisors, LLC6,300$213K0.01%013F-HRTimeline
Fermata Advisors, LLC6,196$209K0.05%new13F-HRTimeline
Braeburn Wealth Management LLC6,113$206K0.12%-95,39813F-HRTimeline
HRT FINANCIAL LP6,116$206K<0.01%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…6,075$205K<0.01%-38,92313F-HRTimelineGroup
Atlas Wealth LLC6,044$204K0.06%013F-HR/ATimeline
Brookwood Investment Group LLC6,020$203K0.03%-2113F-HRTimeline
Farther Finance Advisors, LLC5,824$197K<0.01%-4713F-HRTimeline
Tradewinds Capital Management, LLC5,645$190K0.04%013F-HRTimeline
KERR FINANCIAL PLANNING Corp5,200$186K0.13%-75013F-HR/ATimeline
Glen Eagle Advisors, LLC4,427$149K0.02%+713F-HRTimeline
Triumph Capital Management4,033$136K0.03%+1213F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…3,992$135K<0.01%+3,84213F-HRTimelineGroup