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US CASH COWS 100 (fund)

854 managers (864 13F filers) reported a position in COWZ shares at 2026-06-30, 186,271,837 shares in all. 41 filers opened a position and 57 filers sold out during the quarter.

Managers
854
13F filers
864
New
41
Added
331
Reduced
375
Sold out
57
Shares held by filers
186,271,837

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
Waverly Advisors, LLC81,498$5.07M0.03%+16,46313F-HRTimeline
CMC Financial Group80,585$5.01M9.71%-5,17613F-HRTimeline
Lunt Capital Management, Inc.79,756$4.96M1.82%-4613F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC79,685$4.96M0.01%+10,93713F-HRTimelineGroup
WEDBUSH SECURITIES INC78,983$4.91M0.13%-1,50713F-HRTimeline
Strategic Family Wealth Counselors, L.L…78,004$4.85M1.13%+63413F-HRTimeline
Bedel Financial Consulting, Inc.77,445$4.82M0.46%-38013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…75,732$4.71M0.08%+3,53813F-HRTimelineGroup
Cresset Asset Management, LLC75,439$4.69M0.02%+3,43113F-HRTimeline
Cyndeo Wealth Partners, LLC75,435$4.69M0.22%+37,50413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC73,863$4.59M0.01%-17,37113F-HRTimelineGroup
UNIQUE WEALTH, LLC73,606$4.58M0.53%-3,30413F-HRTimeline
Fortis Capital Management LLC73,175$4.55M0.51%+7,95413F-HRTimeline
Xcelsior Advisor Partners LLC72,917$4.54M0.6%+67,41613F-HRTimeline
FAGAN ASSOCIATES, INC.72,833$4.53M0.56%-1,98913F-HRTimeline
Lodestone Wealth Management LLC72,736$4.52M1.6%+3,56513F-HRTimeline
ODonnell Financial Services, LLC71,550$4.45M1.31%-7,76113F-HRTimeline
OneDigital Investment Advisors LLC70,874$4.41M0.04%+24,13313F-HRTimeline
RiverTree Advisors, LLC70,735$4.4M2.6%+6,24313F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC70,208$4.37M0.08%+53,65513F-HRTimeline
OakTrust Wealth Advisors, LLC69,225$4.31M3.71%+86813F-HRTimeline
Per Stirling Capital Management, LLC.68,956$4.29M0.41%+4,07713F-HRTimeline
Commerce Advisors, LLC68,685$4.27M2.32%-22513F-HRTimeline
Cauble & Harre Wealth Management, Inc.68,175$4.24M3.4%+98513F-HRTimeline
WealthPLAN Partners, LLC67,733$4.21M0.81%-25,47113F-HRTimeline
Financial Guidance Group, Inc.67,598$4.2M1.57%-1,70713F-HRTimeline
ARQ WEALTH ADVISORS, LLC64,379$4.14M0.51%-35013F-HRTimeline
Bullock Wealth Management Group65,962$4.14M1.8%+10,43613F-HRTimeline
Symphony Financial Services, Inc.65,722$4.09M1.84%+4,36813F-HRTimeline
SMITH, MOORE & CO.64,281$4M0.26%+1,61813F-HRTimeline
Mariner, LLCin group Mariner, LLC63,969$3.98M<0.01%-390,49013F-HRTimelineGroup
Post Resch Tallon Group Inc.63,735$3.96M2.74%+1,82113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC63,261$3.94M0.09%-3,80613F-HRTimelineGroup
Planning Strategies Inc.63,236$3.93M2.46%13F-HRTimeline
Farther Finance Advisors, LLC62,299$3.88M0.03%-3,10913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management60,060$3.74M0.04%+3,58213F-HRTimelineGroup
Betterment LLC59,791$3.72M0.01%+5,61613F-HRTimeline
Davis Investment Partners, LLC59,254$3.69M1.12%+4,01613F-HRTimeline
Madison Park Capital Advisors, LLC4,985$3.67M2.62%-48,86913F-HRTimeline
Golden State Wealth Management, LLC58,836$3.66M0.33%+2,02913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp58,550$3.64M<0.01%-1,99513F-HRTimelineGroup
Perigon Wealth Management, LLC58,132$3.62M0.06%-6,98113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC57,972$3.61M0.01%+51,83913F-HRTimelineGroup
Fairscale Capital, LLC57,316$3.57M2.13%-23713F-HRTimeline
Allworth Financial LP56,952$3.54M0.02%-12,03013F-HRTimeline
MONEYWISE, INC.56,813$3.53M1.32%-59013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP56,373$3.51M0.16%-51,28613F-HRTimeline
First PREMIER Bank56,263$3.5M0.57%-2,34913F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding55,964$3.48M-1,458Timeline
Z3 Capital Partners, LLC55,009$3.42M0.72%+1,27813F-HRTimeline
Granite Bay Wealth Management, LLC54,833$3.41M0.31%new13F-HRTimeline
Broadleaf Partners, LLC54,491$3.39M0.66%+2,42713F-HRTimeline
Petros Family Wealth, LLC54,403$3.38M2.07%+4,52013F-HRTimeline
TrueWealth Advisors, LLC54,242$3.37M0.76%+80213F-HRTimeline
ONE PLUS ONE WEALTH MANAGEMENT, LLC53,925$3.35M1.47%+93513F-HRTimeline
Valtinson Bruner Financial Planning LLC53,399$3.32M0.83%+61113F-HRTimeline
WNY Asset Management, LLC53,268$3.31M0.3%-19813F-HRTimeline
Cornerstone Wealth Management, LLC52,951$3.29M0.14%-1,47313F-HRTimeline
Cassady Wealth & Retirement Planning, L…52,647$3.27M1.52%-58613F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding49,548$3.27M+26,010Timeline
GTS SECURITIES LLC52,509$3.27M0.07%+19,27713F-HRTimeline
Fortis Advisors, LLC52,473$3.26M1.53%+1413F-HRTimeline
FMR LLCin group FMR LLC52,403$3.26M<0.01%-5,07313F-HRTimelineGroup
Medallion Wealth Advisors, LLC51,935$3.23M1.02%-8,07113F-HRTimeline
Integrated Wealth Concepts LLC51,437$3.2M0.02%-56013F-HR/ATimeline
Smith Thornton Advisors LLC48,616$3.14M1.38%+3,20713F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.50,098$3.12M<0.01%+3013F-HRTimelineGroup
Ankerstar Wealth, LLC49,534$3.08M2.58%-57813F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC48,240$3M0.11%+6,81813F-HRTimeline
Stegent Equity Advisors, Inc.47,723$2.97M2.13%+7,12313F-HRTimeline
Pine Valley Investments Ltd Liability Co47,369$2.95M0.13%-68813F-HRTimeline
Paragon Private Wealth Management, LLC46,948$2.92M0.76%+1,80713F-HRTimeline
Firestone Capital Management46,798$2.91M0.54%+7513F-HRTimeline
Glen Eagle Advisors, LLC46,653$2.9M0.37%+1,16113F-HRTimeline
Valmark Advisers, Inc.46,564$2.9M0.03%+4,22513F-HRTimeline
SIMON QUICK ADVISORS, LLC46,547$2.9M0.12%+19913F-HRTimeline
Waycross Investment Management Co46,440$2.89M2.2%+2,86713F-HRTimeline
Vavra Capital Management, LLC45,978$2.86M2.5%+1,85213F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC43,208$2.84M0.35%13F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC45,474$2.83M0.2%-8,01613F-HRTimeline
Proactive Wealth Strategies LLC45,329$2.82M0.45%-71,71313F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.44,609$2.79M0.06%013F-HRTimelineGroup
Belpointe Asset Management LLC44,773$2.78M0.09%-8,39513F-HRTimeline
Fortis Group Advisors, LLC44,260$2.75M0.44%-4,05713F-HRTimeline
WealthTrak Capital Management LLC43,553$2.71M1.78%+1,11113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC43,402$2.7M0.03%-238,80013F-HRTimelineGroup
Copia Wealth Management43,112$2.68M1.61%-1,75713F-HRTimeline
IFG Advisory, LLC42,961$2.67M0.09%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO42,681$2.65M0.01%013F-HRTimelineGroup
ATLANTIC FAMILY WEALTH, LLC42,381$2.64M1.69%+1,56513F-HRTimeline
Atria Investments, Inc41,468$2.58M0.03%-14,88113F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC41,416$2.58M0.24%+38913F-HRTimeline
Ellis Investment Partners, LLC40,644$2.53M0.38%+1,53713F-HRTimeline
JBR Co Financial Management Inc40,454$2.52M0.92%-24,11413F-HRTimeline
Davidson Kahn Capital Management, LLC39,952$2.49M1.07%+9,09313F-HRTimeline
Creative Planningin group Creative Planning39,732$2.47M<0.01%-5813F-HRTimelineGroup
Western Wealth Management, LLC38,804$2.41M0.08%-2,56613F-HRTimeline
McKinley Carter Wealth Services, Inc.38,431$2.39M0.12%+2,47813F-HRTimeline
High Net Worth Advisory Group LLC38,274$2.38M0.51%+27213F-HRTimeline
Copper Harbor Investment Advisors, LLC37,701$2.35M0.5%13F-HRTimeline
NCM Capital Management, LLC37,342$2.32M0.72%+113F-HRTimeline
Focus Financial Network, Inc.36,917$2.3M0.07%+8,07913F-HRTimeline
Wilkerson Advisory Group LLC36,702$2.28M0.7%-2,74813F-HRTimeline
Quantinno Capital Management LP36,487$2.27M<0.01%+11,28413F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd36,406$2.26M0.03%+9,08213F-HRTimelineGroup
USAdvisors Wealth Management, LLC36,355$2.26M0.65%-26,16113F-HRTimeline
Savvy Advisors, Inc.36,335$2.26M0.05%-2,09013F-HRTimeline
PEAK FINANCIAL ADVISORS LLC36,053$2.24M0.93%+1,10513F-HRTimeline
Atlas Wealth Partners, LLC36,006$2.24M2.45%-12913F-HRTimeline
HRT FINANCIAL LP35,815$2.23M<0.01%new13F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.35,534$2.21M0.08%-1,78313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…35,129$2.21M0.13%+2,42713F-HRTimeline
Heritage Wealth Management, Inc.35,251$2.19M0.55%+2,07413F-HRTimeline
Pasadena Private Wealth, LLC34,668$2.16M0.28%-2,35213F-HRTimeline
J2 Capital Management Inc34,036$2.12M1.42%+34613F-HRTimeline
Americana Partners, LLC33,936$2.11M0.05%-75,84413F-HRTimeline
QTR Family Wealth, LLC33,729$2.1M0.73%-84613F-HRTimeline
Brio Consultants, LLC33,626$2.09M0.25%-8813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…33,361$2.08M<0.01%new13F-HRTimelineGroup
Compass Ion Advisors, LLC33,024$2.05M0.18%-513F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC32,953$2.05M0.03%-1,57413F-HRTimeline
STAPP WEALTH MANAGEMENT, PLLC32,887$2.05M2.67%+55813F-HRTimeline
Evolution Wealth Advisors, LLC32,833$2.04M0.24%-1,14513F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC32,421$2.02M0.12%-1,30913F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC31,958$1.99M0.1%-5,22513F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd31,843$1.98M0.02%+22,69313F-HRTimelineGroup
DIVERSIFIED TRUST CO31,247$1.94M0.03%+1,79913F-HRTimeline
B. Riley Wealth Advisors, Inc.30,898$1.94M0.11%-11,82513F-HRTimeline
Goldstein Advisors, LLC31,087$1.93M0.18%-15213F-HRTimeline
Venture Visionary Partners LLC31,067$1.93M0.05%-40713F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC29,492$1.91M0.27%-23613F-HRTimeline
Ashton Thomas Private Wealth, LLC30,747$1.91M0.04%+26813F-HRTimeline
OFC FINANCIAL PLANNING, LLC30,730$1.91M1.7%-71213F-HRTimeline
Gladstone Institutional Advisory LLC30,672$1.91M0.06%+3,79213F-HRTimeline
HF Advisory Group, LLC30,285$1.88M0.58%+82913F-HRTimeline
ERn Financial, LLC29,937$1.86M0.31%-2,67113F-HRTimeline
PRIVATE TRUST CO NA29,896$1.86M0.15%+36913F-HRTimeline
National Wealth Management Group, LLC29,804$1.85M0.57%+1,04913F-HRTimeline
Oder Investment Management, LLC29,541$1.84M1.23%+86913F-HRTimeline
Echo Wealth Management, LLC29,442$1.83M0.93%+3,63113F-HRTimeline
SFI Advisors, LLC29,387$1.83M1.58%-51113F-HRTimeline
PCG Wealth Advisors, LLC29,229$1.82M0.41%-48213F-HRTimeline
Capital Investment Advisory Services, L…29,100$1.81M0.11%-24713F-HRTimeline
Bluespring Wealth Management, LLC29,001$1.8M0.03%new13F-HRTimeline
Advyzon Investment Management, LLC28,880$1.8M0.13%-22,89413F-HRTimeline
Hudock, Inc.28,860$1.8M0.23%-1,41813F-HRTimeline
Investment Partners Asset Management, I…28,794$1.79M1%+1,08413F-HRTimeline
IAM Advisory, LLC28,757$1.79M0.35%-21713F-HRTimeline
Centurion Wealth Management LLC28,615$1.78M0.43%-11,22913F-HRTimeline
HB Wealth Management, LLC28,552$1.78M0.01%-9,20913F-HRTimeline
Paragon Advisors, LLC28,325$1.76M0.37%+86613F-HRTimeline
Main Street Financial Solutions, LLC27,610$1.72M0.11%+82313F-HRTimeline
Unified Investment Management27,271$1.7M1.58%+513F-HRTimeline
Coquina Private Wealth LLC27,210$1.69M1.15%-60213F-HRTimeline
PKS Advisory Services, LLC26,717$1.66M0.27%-21013F-HRTimeline
Caprock Group, LLC26,695$1.66M0.03%+20,14513F-HRTimeline
Sowell Financial Services LLC26,422$1.64M0.05%+1,55413F-HRTimeline
White Knight Strategic Wealth Advisors,…26,384$1.64M1.15%+3,25413F-HRTimeline
Continuum Advisory, LLC26,195$1.63M0.13%+19,11213F-HRTimeline
Swisher Financial Concepts, Inc.25,921$1.61M1.02%-17,13213F-HRTimeline
Next Level Private LLC25,263$1.57M0.31%+4313F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC25,174$1.57M0.11%+1,26213F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.25,052$1.56M0.06%-19,16813F-HRTimelineGroup
Snowden Capital Advisors LLC24,808$1.54M0.04%-17713F-HRTimeline
Lewis Asset Management, LLC24,569$1.53M0.54%+1,93613F-HRTimeline
Verity Asset Management, Inc.24,509$1.52M0.58%+28013F-HRTimeline
Compass Advisory Group LLC24,476$1.52M0.36%-64313F-HRTimeline
Sun Financial Inc21,670$1.52M0.72%+2,50413F-HRTimeline
GWN SECURITIES INC.24,262$1.51M0.25%-8,28513F-HRTimeline
Signature Equity Partners, LLC24,023$1.49M0.69%-84213F-HRTimeline
WORLD EQUITY GROUP, INC.23,959$1.49M0.33%+1,11513F-HRTimeline
Trademark Financial Management, LLC23,355$1.45M0.59%-12,17913F-HRTimeline
HAZLETT, BURT & WATSON, INC.23,392$1.45M0.38%+62713F-HRTimeline
Annex Advisory Services, LLC23,049$1.43M0.02%-3,46413F-HRTimeline
GK Wealth Management LLC22,848$1.42M0.86%new13F-HRTimeline
TUDOR INVESTMENT CORP ET AL22,500$1.4M0.01%new13F-HRTimeline
Global Financial Private Client, LLC22,253$1.38M0.38%-14113F-HRTimeline
Sound Income Strategies, LLC22,141$1.38M0.06%+2,97913F-HRTimeline
Stonebridge Financial Group, LLC / MO22,122$1.38M0.91%+6713F-HRTimeline
Sloy Dahl & Holst, LLC22,119$1.38M0.17%+76813F-HRTimeline
OPINICUS CAPITAL, INC.22,031$1.37M0.73%-22,02213F-HRTimeline
BankPlus Trust Departmentgroup of 2 filers holding22,004$1.37M-318Timeline
Foundations Investment Advisors, LLC21,869$1.36M0.01%-7,58113F-HRTimeline
Trilogy Capital Inc.21,838$1.36M0.05%-6,88913F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC21,726$1.35M0.01%-42,58313F-HRTimeline
Comprehensive Financial Consultants Ins…21,569$1.34M0.36%-41913F-HRTimeline
AE Wealth Management LLC21,556$1.34M0.01%+10613F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC21,518$1.34M0.15%+74613F-HRTimeline
FLOW TRADERS U.S. LLC21,276$1.32M0.05%-90,10213F-HRTimeline
Avidian Wealth Enterprises, LLC21,088$1.31M0.04%-1,54213F-HRTimeline
ROMANO BROTHERS AND COMPANY21,058$1.31M0.13%+92613F-HRTimeline
Strategic Equity Management21,046$1.31M0.44%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC20,968$1.3M0.05%-63513F-HRTimeline
GLOBALT Investments LLC / GA20,963$1.3M0.04%-1,10513F-HRTimeline
Avestar Capital, LLC20,655$1.28M0.08%+15,11613F-HRTimeline
Tactive Advisors, LLC20,524$1.28M0.31%-37,67413F-HRTimeline
Forefront Wealth Partners, LLC20,509$1.28M0.4%+12,85413F-HRTimeline
Meridian Wealth Management, LLC20,287$1.26M0.04%-4,90613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC20,223$1.26M<0.01%+2,89613F-HRTimelineGroup
BlueChip Wealth Advisors LLC20,189$1.26M0.48%-69413F-HRTimeline