Skip to content
Disclosery

COWZ PACER FDS TR

Follow

US CASH COWS 100 (fund)

851 managers (859 13F filers) reported a position in COWZ shares at 2024-12-31, 310,386,547 shares in all. 69 filers opened a position and 37 filers sold out during the quarter.

Managers
851
13F filers
859
New
69
Added
397
Reduced
247
Sold out
37
Shares held by filers
310,386,547

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Parcion Private Wealth LLC140,124$7.91M0.61%+3,43413F-HRTimeline
CATHY PARETO & ASSOCIATES, INC139,840$7.9M7.26%13F-HRTimeline
Chicago Partners Investment Group LLC138,340$7.87M0.26%+2,65413F-HRTimeline
COMERICA BANK139,341$7.87M0.03%-305,08113F-HR/ATimeline
TRUSTMARK BANK TRUST DEPARTMENT138,143$7.8M0.58%+18,22413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC137,935$7.79M0.01%+112,57913F-HRTimelineGroup
Wood Tarver Financial Group, LLC136,886$7.73M2.58%13F-HRTimeline
Qube Research & Technologies Ltd136,526$7.71M0.01%+54,31113F-HRTimeline
IVC Wealth Advisors LLC133,123$7.52M4.21%+7,56313F-HRTimeline
Trademark Financial Management, LLC132,836$7.5M5.96%+4,27613F-HRTimeline
BLAIR WILLIAM & CO/IL131,984$7.45M0.02%+19,65813F-HRTimeline
Financial Guidance Group, Inc.131,983$7.45M4.08%+6,65413F-HRTimeline
AllGen Financial Advisors, Inc.131,002$7.4M2.48%-2,01013F-HRTimeline
Moors & Cabot, Inc.130,913$7.39M0.35%+8,37213F-HRTimeline
SEARCY FINANCIAL SERVICES INC /ADV128,867$7.28M3.36%-1,23313F-HRTimeline
RiverTree Advisors, LLC128,498$7.26M4.77%+8,91213F-HRTimeline
Nilsine Partners, LLC126,197$7.13M0.76%+2,83313F-HRTimeline
Mainsail Financial Group, LLC124,710$7.04M4.08%+5,72113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO123,910$7M<0.01%-301,90213F-HRTimelineGroup
LEGACY CAPITAL WEALTH MANAGEMENT, LLC120,661$6.81M6.77%13F-HRTimeline
WealthPlan Investment Management, LLC120,542$6.81M0.67%+11,93813F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…116,577$6.8M0.38%-9,21613F-HRTimeline
Pinnacle Financial Partners Inc120,001$6.78M0.14%+28,50313F-HRTimeline
MBL Wealth, LLC119,943$6.77M0.68%-12,21313F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC119,896$6.77M0.18%13F-HRTimeline
Team Financial Group, LLC119,781$6.77M3.88%-68713F-HRTimeline
Fearless Solutions, LLC dba Best Invest118,860$6.71M5.12%13F-HRTimeline
BlueChip Wealth Advisors LLC118,428$6.69M3.71%-12,65713F-HRTimeline
Modus Advisors, LLC117,952$6.66M2.09%+3,20413F-HRTimeline
Perissos Private Wealth Management, LLC117,268$6.62M4.95%+12,65413F-HRTimeline
FWG Holdings, LLC113,878$6.56M3.15%+3013F-HRTimeline
Aspire Capital Advisors LLC115,451$6.52M1.87%+3,70513F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding114,898$6.49M+6,410Timeline
FINANCIAL MANAGEMENT NETWORK INC113,830$6.49M1.35%+2,44713F-HRTimeline
Cresset Asset Management, LLC111,697$6.33M0.03%+8,71413F-HRTimeline
CENTAURUS FINANCIAL, INC.111,723$6.31M0.39%+6,44013F-HRTimeline
ONE PLUS ONE WEALTH MANAGEMENT, LLC110,993$6.27M3.68%-1,28013F-HRTimeline
Fiduciary Alliance LLC107,246$6.06M0.61%+1,16013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC104,392$5.9M0.08%-39913F-HRTimelineGroup
Swisher Financial Concepts, Inc.104,051$5.88M6.92%-86,55613F-HRTimeline
First Heartland Consultants, Inc.103,580$5.85M0.6%+11,58413F-HRTimeline
AdvisorNet Financial, Inc102,525$5.79M0.49%+8,90813F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC102,393$5.78M0.67%+10,98013F-HRTimeline
Aveo Capital Partners, LLC102,373$5.78M0.63%-10,73013F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC99,657$5.74M0.57%+4,63813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC101,459$5.73M0.18%+34,92113F-HRTimelineGroup
AMERICAN FINANCIAL & TAX STRATEGIES INC100,521$5.68M2.94%+4,64413F-HRTimeline
Granby Capital Management, LLCin group Granby Capital Management, LLC100,000$5.65M2.93%013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV99,357$5.61M0.01%-108,36313F-HRTimeline
B. Riley Wealth Advisors, Inc.98,801$5.6M0.18%-133,63813F-HRTimeline
Code Waechter LLC98,555$5.57M4.86%+2,79913F-HRTimeline
Spectrum Strategic Capital Management, …98,028$5.54M3.49%+35,93213F-HRTimeline
Sovran Advisors, LLC94,053$5.4M0.77%13F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…95,210$5.38M1.33%+5,66813F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC94,723$5.37M2.11%-5,19513F-HRTimeline
PMG Wealth Management, Inc.94,877$5.36M4.88%13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC94,775$5.35M0.01%+90,05413F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC94,043$5.31M<0.01%+25,66613F-HRTimelineGroup
KICKSTAND VENTURES, LLC.93,576$5.29M1.35%-4,36913F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…92,716$5.24M0.23%+1,14113F-HRTimeline
MMA ASSET MANAGEMENT LLC91,276$5.16M2.25%-72,37713F-HRTimeline
National Wealth Management Group, LLC90,995$5.14M3.42%+47,74713F-HRTimeline
Atlas Wealth LLC90,520$5.11M1.93%+36,47813F-HRTimeline
CAMPBELL CAPITAL MANAGEMENT INC89,645$5.06M1.98%013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC89,067$5.03M0.48%+32,74313F-HR/ATimeline
Anson Capital, Inc.88,687$5.01M4.36%+48413F-HRTimeline
Perigon Wealth Management, LLC85,534$4.97M0.12%+57413F-HRTimeline
Tandem Investment Partners LLC87,634$4.95M4.74%13F-HRTimeline
Americana Partners, LLC87,100$4.92M0.2%new13F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC86,591$4.89M0.44%-13,33013F-HRTimeline
FDx Advisors, Inc.85,548$4.83M1.41%-53213F-HRTimeline
Lodestone Wealth Management LLC91,178$4.81M2.41%+27,35713F-HRTimeline
Kingsview Wealth Management, LLC84,966$4.8M0.09%-1,06413F-HRTimeline
Strategic Family Wealth Counselors, L.L…84,861$4.79M1.56%+11,24513F-HRTimeline
NWAM LLC84,595$4.78M0.3%+31,60913F-HRTimeline
Next Level Private LLC83,866$4.74M1.91%-1413F-HRTimeline
Fairscale Capital, LLC83,385$4.73M4.07%-1,67413F-HRTimeline
IFG Advisory, LLC82,831$4.68M0.27%+1,81413F-HRTimeline
PCG Wealth Advisors, LLC82,712$4.67M1.72%+3,50613F-HRTimeline
Kolinsky Wealth Management, LLC82,531$4.66M2.84%+4,98313F-HRTimeline
FAGAN ASSOCIATES, INC.82,372$4.65M0.74%+2,91613F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.82,234$4.64M3.21%13F-HRTimeline
Grant/GrossMendelsohn, LLC81,275$4.61M2.41%-13,52113F-HRTimeline
White Pine Investment CO81,539$4.61M1.24%+43,55813F-HRTimeline
Merit Financial Group, LLC80,661$4.56M0.08%+3,41813F-HRTimeline
Lunt Capital Management, Inc.80,393$4.54M1.77%+20,06813F-HRTimeline
Aberdeen Group plcin group Aberdeen Group plc79,694$4.5M0.01%-17,25313F-HRTimelineGroup
Trilogy Capital Inc.79,541$4.49M0.23%-1,36513F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC78,659$4.46M0.88%-7,90713F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…78,455$4.44M0.37%new13F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding78,393$4.43M-5,022Timeline
JBR Co Financial Management Inc78,243$4.42M2.69%+3,82313F-HRTimeline
WEST BANCORPORATION INC77,331$4.37M2.87%-4,85713F-HRTimeline
CALTON & ASSOCIATES, INC.76,928$4.34M1.92%-98,48913F-HRTimeline
First PREMIER Bank75,882$4.29M1.09%-44113F-HRTimeline
Future Financial Wealth Managment LLC75,405$4.26M3.11%+3,24713F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC74,294$4.2M0.16%+51413F-HRTimeline
Pinnacle Wealth Management Group, Inc.74,119$4.19M2.61%+3,12113F-HRTimeline
Lane & Associates LLC72,096$4.19M2.16%+96513F-HRTimeline
BankPlus Trust Departmentgroup of 2 filers holding74,021$4.18MnewTimeline
Copia Wealth Management73,573$4.16M3.95%13F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC73,158$4.13M3.84%-194,84413F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT72,986$4.12M1.9%+4,06113F-HRTimeline
Pine Valley Investments Ltd Liability Co72,385$4.1M0.27%-27213F-HRTimeline
EPG Wealth Management LLC72,539$4.1M1.08%+14313F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV68,742$4.03M1.57%13F-HRTimeline
Focus Financial Network, Inc.69,549$3.94M0.16%+9,53813F-HRTimeline
Annex Advisory Services, LLC69,766$3.94M0.12%-6,73813F-HRTimeline
Bedel Financial Consulting, Inc.67,705$3.94M0.55%+4,65113F-HRTimeline
Symphony Financial Services, Inc.69,331$3.92M3.15%+7,81113F-HRTimeline
PKS Advisory Services, LLC68,425$3.86M0.97%13F-HRTimeline
Tyler-Stone Wealth Management68,134$3.85M0.68%-2,05813F-HRTimeline
FORTEM FINANCIAL GROUP, LLC66,808$3.77M1.46%+81713F-HRTimeline
Insight Advisors, LLC/ PA66,479$3.73M0.64%-4,94413F-HRTimeline
Cerro Pacific Wealth Advisors LLC64,550$3.73M1.24%+7,96513F-HRTimeline
Medallion Wealth Advisors, LLC66,382$3.72M1.85%13F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC65,566$3.7M0.64%-3,01113F-HRTimeline
PRIVATE CLIENT SERVICES, LLC64,731$3.66M1.96%-4,32813F-HRTimeline
S. R. Schill & Associates64,220$3.63M3.03%-2,06613F-HRTimeline
Main Street Financial Solutions, LLC64,189$3.63M0.36%+4,69313F-HRTimeline
Fortis Advisors, LLC63,812$3.6M2.37%+61413F-HRTimeline
Gotham Asset Management, LLC63,350$3.58M0.03%+9,79813F-HRTimeline
Golden State Wealth Management, LLC62,877$3.55M0.53%13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management62,118$3.51M0.05%+4,84913F-HRTimelineGroup
ATLANTIC FAMILY WEALTH, LLC60,575$3.42M4.05%13F-HRTimeline
Endowment Wealth Management, Inc.60,354$3.41M2.29%+28,94013F-HRTimeline
Atlas Financial Advisors, Inc.60,342$3.41M5.32%+35,17113F-HRTimeline
Integrated Wealth Concepts LLC59,927$3.38M0.04%-78,87913F-HRTimeline
Glen Eagle Advisors, LLC59,659$3.37M0.56%+3,50713F-HRTimeline
Madison Park Capital Advisors, LLC59,293$3.35M2.67%-15,44713F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.58,237$3.3M0.16%-40713F-HRTimeline
Alpha Financial Partners LLC57,595$3.25M2.57%new13F-HRTimeline
Firestone Capital Management57,274$3.23M0.8%+1,20513F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.56,609$3.2M0.01%013F-HRTimelineGroup
STAPP WEALTH MANAGEMENT, PLLC56,394$3.19M4.97%+3,29313F-HRTimeline
Royal Harbor Partners, LLC56,285$3.18M1.2%+1,82113F-HRTimeline
Bay Capital Advisors, LLC56,251$3.18M2.56%13F-HRTimeline
White Knight Strategic Wealth Advisors,…56,166$3.17M1.33%+28,70713F-HRTimeline
Nvest Financial, LLC55,990$3.16M1.61%+1,88213F-HRTimeline
CoreCap Advisors, LLC55,727$3.15M0.14%-12,76213F-HRTimeline
Valtinson Bruner Financial Planning LLC55,699$3.15M1.1%-85413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\55,462$3.13M<0.01%-6713F-HRTimelineGroup
McKinley Carter Wealth Services, Inc.55,089$3.11M0.19%-8,17213F-HRTimeline
Lionsbridge Wealth Management LLC55,000$3.11M2.61%-4,21113F-HRTimeline
Vienna Asset Management LLC54,996$3.11M2.1%+17,63713F-HRTimeline
Bullock Wealth Management Group54,929$3.1M1.81%+1,86513F-HRTimeline
SFI Advisors, LLC54,822$3.1M2.17%+21213F-HRTimeline
AVALON CAPITAL MANAGEMENT54,784$3.09M1%-30313F-HRTimeline
Oregon Pacific Wealth Management, LLC54,766$3.09M3.03%13F-HRTimeline
Post Resch Tallon Group Inc.53,708$3.04M2.93%13F-HRTimeline
DIVERSIFIED TRUST CO53,382$3.02M0.07%+3713F-HRTimeline
TAP Consulting, LLC52,895$2.99M0.61%-3,43413F-HRTimeline
OneDigital Investment Advisors LLC52,803$2.98M0.03%-93113F-HRTimeline
BCS Wealth Management51,801$2.93M0.73%+6,51813F-HRTimeline
Betterment LLC51,799$2.93M0.01%-3,49613F-HRTimeline
Comprehensive Financial Consultants Ins…51,776$2.92M1.06%+33713F-HRTimeline
Stegent Equity Advisors, Inc.51,189$2.89M2.93%+9,34113F-HRTimeline
ORG Partners LLC50,763$2.87M0.39%+1,14813F-HRTimeline
MONEY CONCEPTS CAPITAL CORP50,240$2.84M0.21%+45313F-HRTimeline
Stillwater Wealth Management Group50,032$2.83M2.54%13F-HRTimeline
Fortis Capital Management LLC49,646$2.8M0.52%+5,20113F-HRTimeline
Cornerstone Wealth Management, LLC49,256$2.78M0.19%+2,46613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…48,695$2.75M<0.01%-43,40713F-HRTimelineGroup
KPP Advisory Services LLC48,659$2.75M0.65%+2,28013F-HRTimeline
Smart Portfolios, LLC48,652$2.75M2.88%+77713F-HRTimeline
Smith Thornton Advisors LLC47,375$2.68M1.69%-3913F-HRTimeline
OPTIMA CAPITAL LLC46,798$2.65M1.83%13F-HRTimeline
Householder Group Estate & Retirement S…46,871$2.65M1.98%+3,52813F-HRTimeline
Sandbox Financial Partners, LLC46,827$2.64M0.88%+3,57113F-HRTimeline
Proactive Wealth Strategies LLC46,689$2.64M1.37%+4,21313F-HRTimeline
Arkadios Wealth Advisors45,975$2.6M0.14%+9,85313F-HRTimeline
Lokken Investment Group LLC45,619$2.58M1.11%+1,17513F-HRTimeline
Evolution Wealth Advisors, LLC45,385$2.56M0.43%-57,29613F-HRTimeline
Prairie Sky Financial Group LLC44,841$2.53M1.55%-33,96213F-HRTimeline
Good Life Advisors, LLC44,832$2.53M0.18%-19,78713F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC44,793$2.53M<0.01%+1,73313F-HRTimelineGroup
OLD MISSION CAPITAL LLC44,321$2.5M0.06%new13F-HRTimeline
Farther Finance Advisors, LLC43,948$2.48M0.09%-15813F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC43,927$2.48M0.21%+2,29213F-HRTimeline
Western Wealth Management, LLC43,746$2.47M0.16%+1,41513F-HR/ATimeline
Dana Investment Advisors, Inc.43,498$2.46M0.08%+17213F-HRTimeline
Ellis Investment Partners, LLC43,024$2.43M0.48%+43113F-HRTimeline
Secure Asset Management, LLC42,587$2.41M0.36%-12,10813F-HRTimeline
OPINICUS CAPITAL, INC.42,297$2.39M2.01%-17213F-HRTimeline
TrueWealth Advisors, LLC41,815$2.36M0.79%+3,04013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC41,400$2.34M<0.01%new13F-HRTimeline
Mayfair Advisory Group, LLC41,370$2.34M1.38%+4,92013F-HRTimeline
Pasadena Private Wealth, LLC41,306$2.33M0.48%-1,09913F-HRTimeline
Sowell Financial Services LLC41,023$2.32M0.12%new13F-HRTimeline
Waverly Advisors, LLC40,892$2.31M0.04%+28,09413F-HRTimeline
Socha Financial Group, LLC40,856$2.31M1.08%-285,74113F-HRTimeline
Edge Financial Advisors LLC40,807$2.3M2.06%-1,01513F-HRTimeline
TruWealth Advisors, LLC40,539$2.29M0.14%+4,40013F-HRTimeline
Gladstone Institutional Advisory LLC40,397$2.28M0.11%-16713F-HRTimeline
NCM Capital Management, LLC39,998$2.26M1.02%+1,48413F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.39,309$2.26M0.05%new13F-HRTimelineGroup
ERn Financial, LLC39,740$2.24M0.34%-44413F-HRTimeline
Strategic Blueprint, LLC39,595$2.24M0.13%+6,25013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC39,228$2.22M0.12%-81,63513F-HRTimeline
Bison Wealth, LLC39,006$2.2M0.49%-5,46413F-HRTimeline