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Disclosery

COWZ PACER FDS TR

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US CASH COWS 100 (fund)

850 managers (860 13F filers) reported a position in COWZ shares at 2026-06-30, 186,294,890 shares in all. 41 filers opened a position and 56 filers sold out during the quarter.

Managers
850
13F filers
860
New
41
Added
328
Reduced
373
Sold out
56
Shares held by filers
186,294,890

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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/34,921,249$2.17B0.14%-1,404,09013F-HRTimelineGroup
LPL Financial LLC17,650,702$1.1B0.25%-955,70713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY14,293,930$889M0.05%-343,29013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC8,283,369$515M0.14%+112,15413F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…7,353,591$457M0.24%-289,87913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN6,248,671$389M0.07%-264,34913F-HRTimelineGroup
Cetera Investment Advisers5,403,084$336M0.31%-209,81613F-HRTimeline
UBS Group AGgroup of 2 filers holding4,189,611$261M-230,959Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,018,479$250M0.29%+313,54813F-HRTimelineGroup
Cambridge Investment Research Advisors,…3,133,164$195M0.44%-21,01713F-HR/ATimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,954,105$184M0.04%-108,92613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC2,866,315$178M0.22%-162,83513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,728,266$170M-2,163,444Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,288,164$142M0.02%+140,89713F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,102,044$132M0.05%+251,27413F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding2,091,911$130M-87,014Timeline
HighTower Advisors, LLC1,798,669$112M0.11%+72,55813F-HRTimeline
Sequoia Financial Advisors, LLC1,781,365$111M0.55%-43,28313F-HRTimeline
MML INVESTORS SERVICES, LLC1,507,446$93.8M0.19%+134,85313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,432,682$89.1M0.07%+30,75413F-HRTimelineGroup
Capital Asset Advisory Services LLC991,806$61.7M2.23%+41,77513F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC961,433$59.8M0.95%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.958,083$59.6M0.08%-36,37313F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…826,966$53M0.09%+41,15113F-HRTimeline
Evensky & Katz LLC850,580$52.9M2.73%+12,09213F-HRTimeline
Provident Wealth Management, LLC831,000$51.7M13.31%+13,13913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…826,547$51.4M0.08%-50,84213F-HRTimelineGroup
Janney Montgomery Scott LLC794,444$49.4M0.1%+10,96813F-HRTimeline
Private Advisor Group, LLC687,662$42.8M0.2%+140,96713F-HRTimeline
D.A. DAVIDSON & CO.675,135$42M0.23%-3,73513F-HRTimeline
Aprio Wealth Management, LLC670,801$41.7M2.06%-46,38313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC660,217$41.1M<0.01%+12,34513F-HRTimelineGroup
AlphaCore Capital LLC654,555$40.7M0.75%+13,58713F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding618,542$38.5M-95,015Timeline
Steward Partners Investment Advisory, L…615,418$38.3M0.2%+62913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC601,502$37.4M0.02%-22,46513F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP597,826$37.2M0.04%-107,11313F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …595,665$37.1M0.7%+8,61613F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…565,627$35.2M0.19%+3,05013F-HRTimelineGroup
SFMG, LLC563,677$35.1M2.14%-2,57313F-HRTimeline
Orion Porfolio Solutions, LLC547,789$34.1M0.26%-247,51413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.526,142$32.7M0.52%+33,26413F-HRTimeline
NewEdge Advisors, LLC524,646$32.6M0.1%-9,16313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.517,295$32.2M0.19%-74,39513F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…510,235$31.7M1.07%-8,23413F-HRTimelineGroup
MAI Capital Management502,997$31.3M0.12%+22,97613F-HRTimeline
HARBOUR INVESTMENTS, INC.490,316$30.5M0.41%+4,27313F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding484,774$30.2M+2,669Timeline
CAPTRUST FINANCIAL ADVISORS467,498$29.1M0.04%-1,61713F-HRTimeline
Certified Advisory Corp447,890$27.9M2.25%-4,67413F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …440,862$27.4M0.19%-47,90913F-HRTimelineGroup
MATAURO, LLC433,819$27M3.57%+30,98313F-HRTimeline
Presidio Capital Management, LLC428,706$26.7M6.67%+16,09413F-HRTimeline
Paragon Capital Management Ltd410,235$25.5M4.83%-13,70513F-HRTimeline
Ausdal Financial Partners, Inc.401,918$25M0.98%+43,62713F-HRTimeline
Wiser Wealth Management, Inc400,271$24.9M4.76%+12,24413F-HRTimeline
Drucker Wealth 3.0, LLC378,213$23.5M3.72%+19,93013F-HRTimeline
Modern Wealth Management, LLC374,188$23.3M0.28%-116,75613F-HRTimeline
Wilmington Savings Fund Society, FSB365,032$22.7M0.51%-47,60513F-HRTimeline
Decker Wealth Management LLC360,738$22.4M4.77%-6,61413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV355,947$22.1M0.03%-10,69513F-HR/ATimeline
Sanctuary Advisors, LLC353,570$22M0.1%+54,22413F-HRTimeline
IHT Wealth Management, LLC332,126$20.7M0.44%-20,95613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC325,573$20.3M0.38%-23,62013F-HRTimeline
Financial Security Advisor, Inc.323,644$20.1M3.27%+18,80913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…315,772$19.6M0.17%+12,47713F-HRTimelineGroup
J.W. COLE ADVISORS, INC.312,168$19.4M0.33%-6,74013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC310,038$19.3M0.93%-23,68813F-HRTimeline
Wealth Group Ltd308,884$19.2M3.68%-2,84013F-HRTimeline
Pacer Advisors, Inc.307,692$19.1M0.05%+25,39413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV303,930$18.9M0.9%+54,46513F-HRTimeline
Inlight Wealth Management, LLC302,004$18.8M5.98%+15,01213F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …296,379$18.4M0.2%-3,96613F-HRTimelineGroup
GLR Partners, LLC285,169$17.7M8.26%+21,10013F-HRTimeline
Compound Planning, Inc.279,729$17.4M0.46%+22,98013F-HRTimeline
Clay Northam Wealth Management, LLC276,239$17.2M8.45%-64213F-HRTimeline
Cyr Financial Inc.272,864$17M8.84%+18,61913F-HRTimeline
HBW ADVISORY SERVICES LLC272,584$17M1.53%+4,82313F-HRTimeline
Madrona Financial Services, LLC271,854$16.9M3.12%+17,79013F-HRTimeline
&PARTNERS271,027$16.8M0.07%-13,82913F-HRTimeline
Foster Victor Wealth Advisors, LLC258,601$16.5M0.87%-150,45713F-HRTimeline
PSI Advisors, LLC261,752$16.3M3.78%-17,06513F-HRTimeline
Intelligence Driven Advisers, LLC257,792$16M2.6%-7,72713F-HRTimeline
Plan Group Financial, LLC249,803$15.5M3.22%+20,35113F-HRTimeline
Advisory Alpha, LLC249,443$15.5M0.38%-90613F-HRTimeline
Geneos Wealth Management Inc.249,075$15.5M0.32%-28813F-HRTimeline
MGO ONE SEVEN LLC248,255$15.4M0.26%-2,46113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO239,173$15M<0.01%+67,03313F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…240,738$15M0.03%+20,90713F-HRTimelineGroup
Longview Financial Advisors, Inc.232,491$14.5M8.46%+9,35713F-HRTimeline
Sigma Planning Corp229,879$14.3M0.36%-6,42913F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…226,228$14.1M0.4%+7,33713F-HRTimelineGroup
Advisory Services Network, LLC225,883$14M0.16%+3,04813F-HRTimeline
Arkadios Wealth Advisors225,819$14M0.22%+14,40913F-HRTimeline
Copley Financial Group, Inc.220,773$13.7M8.3%+5,83013F-HRTimeline
Sylvest Advisors, LLC218,057$13.6M6.11%-2,70713F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…215,409$13.4M0.02%+4,25313F-HRTimelineGroup
VERUS CAPITAL PARTNERS, LLC209,559$13M0.71%-34,06913F-HRTimeline
Sanchez Wealth Management Group208,666$13M2.27%+6,64013F-HRTimeline
XML Financial, LLC208,239$13M0.94%+5,91113F-HRTimeline
Marble Wealth, LLC204,699$12.7M1.95%-3,86513F-HRTimeline
COZAD ASSET MANAGEMENT INC203,425$12.7M0.82%-1,20513F-HRTimeline
Global Retirement Partners, LLC202,522$12.6M0.19%13F-HRTimeline
GEN Financial Management, INC.200,543$12.5M7.46%-64113F-HRTimeline
Financial Partners Group, Inc200,033$12.4M1.26%-14,06613F-HRTimeline
Ballast, Inc.195,254$12.1M2.29%-3,58713F-HRTimeline
Qube Research & Technologies Ltd193,534$12M0.01%+39,40713F-HRTimeline
Argo Wealth Advisory, LLC191,489$11.9M6.57%+5,88813F-HRTimeline
Navigation Group, LLC188,936$11.8M2.29%-1,22313F-HRTimeline
Fermata Advisors, LLC183,265$11.4M2.31%-2,03813F-HRTimeline
Csenge Advisory Group181,944$11.3M0.46%-4,11413F-HRTimeline
Prospera Financial Services Inc181,726$11.3M0.16%+2,79013F-HRTimeline
Mainsail Financial Group, LLC181,672$11.3M3.84%+18,91213F-HRTimeline
Gotham Asset Management, LLC181,404$11.3M0.03%+9113F-HRTimeline
Perennial Investment Advisors, LLC181,310$11.3M0.75%-1,14913F-HRTimeline
Benchmark Financial Wealth Advisors, LLC181,078$11.3M2.78%-11,99513F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…179,806$11.2M3.22%+6,61513F-HRTimeline
PTM WEALTH MANAGEMENT, LLC172,171$11.2M5.03%+8,03613F-HRTimeline
Owen LaRue, LLC178,900$11.1M3.88%-4,18713F-HRTimeline
DAVENPORT & Co LLC178,046$11.1M0.06%+7,22413F-HRTimeline
Burns Matteson Capital Management, LLC173,151$10.8M3.42%-3,10913F-HRTimeline
Accordant Advisory Group Inc170,545$10.6M7.15%-4,95013F-HRTimeline
Wood Tarver Financial Group, LLC170,477$10.6M2.5%+9,36113F-HRTimeline
Bryn Mawr Trust Advisors, LLC169,603$10.5M0.46%-34,04213F-HRTimeline
HUB Investment Partners, LLC169,212$10.5M0.19%+8,22813F-HRTimeline
Lighthouse Wealth Management Inc.168,212$10.5M6.5%-5213F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…163,990$10.2M0.38%+26,09113F-HRTimeline
CORA CAPITAL ADVISORS LLC163,213$10.2M2.85%+2,47813F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding161,071$10M+110,685Timeline
Altus Wealth Group LLC156,643$9.74M3.52%-4,13413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC155,966$9.7M0.09%+14,97613F-HRTimelineGroup
Fiduciary Alliance LLC154,333$9.6M0.65%+14,93413F-HRTimeline
Kingsview Wealth Management, LLC154,238$9.59M0.12%-4,94713F-HRTimeline
Parcion Private Wealth LLC153,570$9.55M0.53%+6,24913F-HRTimeline
Tamar Securities, LLC153,384$9.54M0.89%-30,95813F-HRTimeline
World Investment Advisors148,277$9.27M0.15%-15,02913F-HRTimeline
Markowski Investments148,707$9.25M2.04%13F-HRTimeline
Arax Advisory Partners147,846$9.2M0.06%+128,41813F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC147,101$9.15M1.12%-4,05813F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…147,093$9.15M0.2%+38,72413F-HRTimelineGroup
Ted Buchan & Co146,564$9.12M2.98%+2,66013F-HRTimeline
Endowment Wealth Management, Inc.146,141$9.09M3.52%+9,98613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC143,210$8.91M0.06%-27,21113F-HRTimelineGroup
VestGen Advisors, LLC140,952$8.77M0.26%+3,15613F-HRTimeline
BLAIR WILLIAM & CO/IL137,765$8.57M0.02%-6,45913F-HRTimeline
Onyx Bridge Wealth Group LLC137,576$8.56M0.77%-9,77113F-HRTimeline
Guilbault Capital LLC137,557$8.56M8.59%-2,30013F-HRTimeline
CENTAURUS FINANCIAL, INC.134,017$8.34M0.32%-86413F-HRTimeline
Strategic Blueprint, LLC131,945$8.21M0.41%-35,21013F-HRTimeline
Winter & Associates, Inc.130,809$8.14M6.11%+26,73413F-HRTimeline
Clear Creek Financial Management, LLC123,795$7.7M0.5%+4,94713F-HRTimeline
Merit Financial Group, LLC123,744$7.7M0.05%-31,85113F-HR/ATimeline
IFP Advisors, Inc121,969$7.59M0.14%+1,64913F-HRTimeline
Procyon Advisors, LLC120,910$7.52M0.33%-5,35513F-HRTimeline
CALTON & ASSOCIATES, INC.118,523$7.37M1.08%+7,18313F-HRTimeline
MONECO ADVISORS, LLC117,450$7.31M0.45%-18,42413F-HRTimeline
Atlas Wealth LLC116,406$7.24M1.03%-1,00613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP116,390$7.24M0.01%-4,36313F-HR/ATimelineGroup
Modus Advisors, LLC115,515$7.19M1.77%+71313F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.115,232$7.17M0.07%+21,92613F-HRTimelineGroup
Fearless Solutions, LLC dba Best Invest113,571$7.06M3.73%-18713F-HRTimeline
First Heartland Consultants, Inc.113,021$7.03M0.45%+8,85013F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…112,038$6.97M1.33%+27713F-HRTimeline
RVW Wealth, LLC111,783$6.95M0.46%+8,37813F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC110,207$6.85M3.1%+14713F-HRTimeline
TABLEAUX LLC110,026$6.84M2.88%+8,05813F-HRTimeline
Clarus Wealth Advisors107,133$6.82M2.63%-4,72913F-HRTimeline
Anson Capital, Inc.103,535$6.44M4.19%-42913F-HRTimeline
Oxford Wealth Group, LLC103,298$6.43M2.87%-15,10913F-HRTimeline
Moors & Cabot, Inc.103,209$6.42M0.25%-5,01913F-HRTimeline
Tempo Wealth, LLC102,919$6.4M0.95%-2,21613F-HRTimeline
Intrua Financial, LLC102,582$6.38M0.6%-5,68013F-HRTimeline
Prosperity Consulting Group, LLC102,232$6.36M0.24%-2,25513F-HRTimeline
NWAM LLC101,524$6.31M0.32%-3,11513F-HRTimeline
Granby Capital Management, LLCin group Granby Capital Management, LLC100,000$6.22M3.24%013F-HRTimelineGroup
Tandem Investment Partners LLC98,477$6.13M4.72%+1,51213F-HRTimeline
Natixis Investment Managersgroup of 2 filers holding97,871$6.09M+58,413Timeline
Retirement Planning Group, LLC97,302$6.05M0.15%-21,93713F-HRTimeline
NORTHBRIDGE FINANCIAL GROUP, LLC96,968$6.03M2.32%+7,76013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV94,936$5.91M0.28%+1,99413F-HRTimeline
Cerro Pacific Wealth Advisors LLC94,612$5.88M1.33%+5,02013F-HRTimeline
Fortune Financial Group, Inc.93,919$5.84M4.57%-82,35913F-HRTimeline
Chicago Partners Investment Group LLC91,695$5.84M0.12%-11,68013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC93,021$5.79M0.04%-63213F-HRTimeline
WealthPlan Investment Management, LLC92,925$5.78M0.29%-23,82413F-HRTimeline
CATHY PARETO & ASSOCIATES, INC92,053$5.73M3.36%-5,93113F-HRTimeline
Kovack Advisors, Inc.90,239$5.62M0.27%-8,57013F-HRTimeline
EPG Wealth Management LLC90,177$5.61M1.34%+2,21813F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT90,031$5.6M0.33%-1,17113F-HRTimeline
Prota Financial, LLC88,973$5.58M3.68%-45,64413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC89,145$5.54M<0.01%+27,18313F-HRTimelineGroup
Aspire Capital Advisors LLC89,043$5.54M1.08%+1,71713F-HRTimeline
Team Financial Group, LLC88,574$5.51M2.34%-18,07813F-HRTimeline
LifeWealth Investments, LLC86,052$5.35M1.43%+8,93413F-HRTimeline
Integrated Wealth Concepts LLC84,689$5.27M0.03%+32,69213F-HRTimeline
Aptus Capital Advisors, LLC84,037$5.23M0.04%-1,44113F-HRTimeline
American Alpha Advisors, LLC83,311$5.18M3.07%+19,46813F-HRTimeline
Summit Financial, LLC83,201$5.18M0.06%-27,25013F-HRTimeline
BCS Wealth Management83,108$5.17M0.93%+6,52813F-HRTimeline
PFG Advisors82,099$5.11M0.26%-19,44813F-HRTimeline