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Disclosery

COWZ PACER FDS TR

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US CASH COWS 100 (fund)

834 managers (841 13F filers) reported a position in COWZ shares at 2025-03-31, 294,869,504 shares in all. 65 filers opened a position and 69 filers sold out during the quarter.

Managers
834
13F filers
841
New
65
Added
387
Reduced
312
Sold out
69
Shares held by filers
294,869,504

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
TRUSTMARK BANK TRUST DEPARTMENT130,890$7.17M0.53%-7,25313F-HRTimeline
PTM WEALTH MANAGEMENT, LLC150,618$7.15M7.52%13F-HRTimeline
Kropog Financial Group, LLC130,519$7.15M6.79%new13F-HRTimeline
WealthPlan Investment Management, LLC127,870$7M0.69%+7,32813F-HRTimeline
Centric Wealth Management126,703$6.94M1.82%-66,08813F-HRTimeline
Cresset Asset Management, LLC126,212$6.91M0.03%+14,51513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC125,645$6.88M0.01%+30,87013F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC124,066$6.79M0.17%+4,17013F-HRTimeline
B. Riley Wealth Advisors, Inc.123,413$6.76M0.21%+24,61213F-HRTimeline
Moors & Cabot, Inc.122,554$6.71M0.34%-8,35913F-HRTimeline
Aveo Capital Partners, LLC127,082$6.63M1.1%+24,70913F-HRTimeline
Modus Advisors, LLC118,894$6.51M2.13%+94213F-HRTimeline
Team Financial Group, LLC118,486$6.49M3.74%-1,29513F-HRTimeline
Fearless Solutions, LLC dba Best Invest117,729$6.45M5.01%-1,13113F-HRTimeline
CENTAURUS FINANCIAL, INC.117,471$6.43M0.39%+5,74813F-HRTimeline
BlueChip Wealth Advisors LLC114,260$6.26M3.07%-4,16813F-HRTimeline
Waverly Advisors, LLC113,225$6.2M0.08%+72,33313F-HRTimeline
GWN SECURITIES INC.114,018$6.19M0.35%+97,78013F-HRTimeline
Atlas Wealth LLC112,616$6.17M2.4%+22,09613F-HRTimeline
MBL Wealth, LLC110,498$6.05M0.61%-9,44513F-HRTimeline
Trademark Financial Management, LLC110,033$6.03M4.6%-22,80313F-HRTimeline
ONE PLUS ONE WEALTH MANAGEMENT, LLC109,069$5.97M3.25%-1,92413F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding108,807$5.96M-6,091Timeline
RiverTree Advisors, LLC108,753$5.96M3.99%-19,74513F-HRTimeline
Fiduciary Alliance LLC108,718$5.95M0.59%+1,47213F-HRTimeline
Code Waechter LLC108,278$5.93M4.88%+9,72313F-HRTimeline
AdvisorNet Financial, Inc107,570$5.89M0.44%+5,04513F-HRTimeline
Kingsview Wealth Management, LLC106,816$5.85M0.11%+21,85013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC106,548$5.83M0.68%+4,15513F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…106,247$5.82M1.38%+11,03713F-HRTimeline
Qube Research & Technologies Ltd105,424$5.77M0.01%-31,10213F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC103,962$5.69M0.59%-891,70213F-HRTimeline
Kraft, Davis & Associates, LLC112,715$5.68M1.83%-97,46413F-HRTimeline
Spectrum Strategic Capital Management, …100,419$5.5M3.45%+2,39113F-HRTimeline
VERUS CAPITAL PARTNERS, LLC100,352$5.5M0.55%+11,28513F-HR/ATimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC100,002$5.48M2.94%-51913F-HRTimeline
Granby Capital Management, LLCin group Granby Capital Management, LLC100,000$5.48M2.95%013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC99,679$5.46M0.01%-38,25613F-HRTimelineGroup
Cooper Financial Group99,161$5.43M0.72%-460,27213F-HRTimeline
FWG Holdings, LLC104,463$5.42M2.67%-9,41513F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC109,569$5.33M1.2%-4,26113F-HRTimeline
MMA ASSET MANAGEMENT LLC96,742$5.3M2.23%+5,46613F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…96,089$5.26M0.25%+3,37313F-HRTimeline
Anson Capital, Inc.95,754$5.24M4.51%+7,06713F-HRTimeline
White Pine Investment CO95,656$5.24M1.41%+14,11713F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC100,999$5.21M0.55%+1,34213F-HRTimeline
PCG Wealth Advisors, LLC94,557$5.18M1.81%+11,84513F-HRTimeline
PRIVATE CLIENT SERVICES, LLC93,875$5.14M2.54%+29,14413F-HRTimeline
National Wealth Management Group, LLC91,852$5.03M3.31%+85713F-HRTimeline
Swisher Financial Concepts, Inc.91,771$5.03M4.15%-12,28013F-HRTimeline
Tandem Investment Partners LLC90,550$4.96M4.9%+2,91613F-HRTimeline
Strategic Family Wealth Counselors, L.L…90,301$4.94M1.61%+5,44013F-HRTimeline
Per Stirling Capital Management, LLC.89,294$4.89M0.7%-52,36813F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC93,596$4.84M0.41%+7,00513F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT87,738$4.8M2.02%+14,75213F-HRTimeline
Merit Financial Group, LLC86,986$4.76M0.07%+6,32513F-HRTimeline
Aspire Capital Advisors LLC85,443$4.68M1.4%-30,00813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC84,848$4.65M0.14%-16,61113F-HRTimelineGroup
Lunt Capital Management, Inc.84,179$4.61M1.68%+3,78613F-HRTimeline
FAGAN ASSOCIATES, INC.84,036$4.6M0.77%+1,66413F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV83,676$4.58M0.35%-67,31113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV83,428$4.57M0.01%-15,92913F-HRTimeline
Trilogy Capital Inc.82,213$4.5M0.24%+2,67213F-HRTimeline
Sovran Advisors, LLC88,924$4.47M0.58%-5,12913F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.81,488$4.46M3.03%-74613F-HRTimeline
FDx Advisors, Inc.81,234$4.45M1.45%-4,31413F-HRTimeline
First Heartland Consultants, Inc.80,973$4.43M0.46%-22,60713F-HRTimeline
Fairscale Capital, LLC80,728$4.42M3.99%-2,65713F-HRTimeline
Perigon Wealth Management, LLC80,292$4.4M0.11%-5,24213F-HRTimeline
Gotham Asset Management, LLC80,019$4.38M0.04%+16,66913F-HRTimeline
Integrated Wealth Concepts LLC79,224$4.34M0.05%+19,29713F-HRTimeline
Bedel Financial Consulting, Inc.83,193$4.32M0.62%+15,48813F-HRTimeline
TABLEAUX LLC78,791$4.31M3.11%new13F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…78,713$4.31M0.14%+32013F-HRTimelineGroup
Pinnacle Wealth Management Group, Inc.77,321$4.23M2.95%+3,20213F-HRTimeline
First PREMIER Bank77,321$4.23M1.07%+1,43913F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC77,007$4.22M0.91%-1,65213F-HRTimeline
Future Financial Wealth Managment LLC76,839$4.21M3.09%+1,43413F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…76,655$4.2M0.37%-1,80013F-HRTimeline
EPG Wealth Management LLC76,232$4.17M1.16%+3,69313F-HRTimeline
Symphony Financial Services, Inc.75,332$4.13M2.69%+6,00113F-HRTimeline
Focus Financial Network, Inc.74,870$4.1M0.17%+5,32113F-HRTimeline
JBR Co Financial Management Inc74,586$4.08M2.39%-3,65713F-HRTimeline
Lane & Associates LLC73,481$4.02M2.17%+1,38513F-HRTimeline
Grant/GrossMendelsohn, LLC77,683$4.02M2.23%-3,59213F-HRTimeline
Copia Wealth Management72,818$3.99M3.69%-75513F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC71,845$3.93M0.14%-2,44913F-HRTimeline
Insight Advisors, LLC/ PA71,332$3.91M0.68%+4,85313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management70,427$3.86M0.06%+8,30913F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\70,343$3.85M0.01%+14,88113F-HRTimelineGroup
Pine Valley Investments Ltd Liability Co69,957$3.83M0.25%-2,42813F-HRTimeline
Strategic Blueprint, LLC69,676$3.82M0.21%+30,08113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC68,921$3.77M0.05%-35,47113F-HRTimelineGroup
Global Assets Advisory, LLC71,959$3.71M0.7%+40,96913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…67,592$3.7M0.01%+18,89713F-HRTimelineGroup
Oregon Pacific Wealth Management, LLC67,358$3.69M3.69%+12,59213F-HRTimeline
Bullock Wealth Management Group67,049$3.66M2.05%+12,12013F-HRTimeline
Golden State Wealth Management, LLC65,690$3.6M0.53%+2,81313F-HR/ATimeline
Lodestone Wealth Management LLC65,556$3.59M1.91%-25,62213F-HRTimeline
Tyler-Stone Wealth Management65,211$3.57M0.64%-2,92313F-HRTimeline
Medallion Wealth Advisors, LLC65,322$3.57M1.62%-1,06013F-HRTimeline
Cerro Pacific Wealth Advisors LLC63,155$3.57M1.16%-1,39513F-HRTimeline
Stillwater Wealth Management Group65,047$3.56M3.08%+15,01513F-HRTimeline
Endowment Wealth Management, Inc.64,993$3.56M2.29%+4,63913F-HRTimeline
WNY Asset Management, LLC64,801$3.55M0.42%+38,03013F-HRTimeline
Belpointe Asset Management LLC64,257$3.52M0.18%-140,75713F-HRTimeline
Fortis Advisors, LLC64,012$3.51M2.28%+20013F-HRTimeline
Main Street Financial Solutions, LLC63,661$3.49M0.3%-52813F-HRTimeline
ATLANTIC FAMILY WEALTH, LLC62,550$3.43M3.15%+1,97513F-HRTimeline
Nilsine Partners, LLC61,574$3.37M0.37%-64,62313F-HRTimeline
Madison Park Capital Advisors, LLC60,450$3.31M2.9%+1,15713F-HRTimeline
Nvest Financial, LLC59,430$3.25M1.74%+3,44013F-HRTimeline
STAPP WEALTH MANAGEMENT, PLLC59,380$3.25M5.01%+2,98613F-HRTimeline
FORTEM FINANCIAL GROUP, LLC58,696$3.21M1.25%-8,11213F-HRTimeline
Bay Capital Advisors, LLC58,575$3.21M2.67%+2,32413F-HRTimeline
BCS Wealth Management58,122$3.18M0.82%+6,32113F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.57,997$3.18M0.16%-24013F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC57,753$3.16M0.58%-7,81313F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC57,644$3.16M0.41%new13F-HRTimeline
Fortis Capital Management LLC56,735$3.11M0.6%+7,08913F-HRTimeline
Stegent Equity Advisors, Inc.56,254$3.08M3.12%+5,06513F-HRTimeline
Aberdeen Group plcin group Aberdeen Group plc56,250$3.06M0.01%-23,44413F-HRTimelineGroup
Post Resch Tallon Group Inc.56,010$3.04M3.1%+2,30213F-HRTimeline
Cornerstone Wealth Management, LLC55,006$3.01M0.2%+5,75013F-HRTimeline
Royal Harbor Partners, LLC54,995$3.01M1.17%-1,29013F-HRTimeline
Proactive Wealth Strategies LLC54,831$3M1.6%+8,14213F-HRTimeline
Firestone Capital Management54,797$3M0.79%-2,47713F-HRTimeline
SFI Advisors, LLC54,770$3M2.22%-5213F-HRTimeline
Valtinson Bruner Financial Planning LLC54,738$3M1.01%-96113F-HRTimeline
AVALON CAPITAL MANAGEMENT54,567$2.99M0.87%-21713F-HRTimeline
Annex Advisory Services, LLC54,132$2.96M0.08%-15,63413F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC53,051$2.91M2.52%-20,10713F-HRTimeline
Betterment LLC52,939$2.9M0.01%+1,14013F-HRTimeline
PKS Advisory Services, LLC52,782$2.89M0.79%-15,64313F-HRTimeline
Venture Visionary Partners LLC52,510$2.88M0.12%-157,37813F-HRTimeline
IFG Advisory, LLC51,305$2.81M0.16%-31,52613F-HRTimeline
MONEY CONCEPTS CAPITAL CORP51,154$2.8M0.21%+91413F-HRTimeline
Comprehensive Financial Consultants Ins…51,096$2.8M0.99%-68013F-HRTimeline
Glen Eagle Advisors, LLC50,746$2.78M0.46%-8,91313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC49,273$2.7M<0.01%+4,48013F-HRTimelineGroup
Lokken Investment Group LLC49,001$2.68M1.13%+3,38213F-HRTimeline
Next Level Private LLC48,722$2.67M0.99%-35,14413F-HRTimeline
Sandbox Financial Partners, LLC48,500$2.66M0.94%+1,67313F-HRTimeline
Smart Portfolios, LLC48,111$2.63M2.86%-54113F-HRTimeline
McKinley Carter Wealth Services, Inc.47,818$2.62M0.16%-7,27113F-HRTimeline
Vienna Asset Management LLC46,613$2.55M2.01%-8,38313F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.46,609$2.55M<0.01%-10,00013F-HRTimelineGroup
Prairie Sky Financial Group LLC45,654$2.5M1.48%+81313F-HRTimeline
Perissos Private Wealth Management, LLC45,379$2.48M2.26%-71,88913F-HRTimeline
Mayfair Advisory Group, LLC45,344$2.48M1.43%+3,97413F-HRTimeline
TruWealth Advisors, LLC45,331$2.48M0.15%+4,79213F-HRTimeline
Lionsbridge Wealth Management LLC45,001$2.46M2.19%-9,99913F-HRTimeline
Capital Investment Advisory Services, L…44,082$2.41M0.22%+22,90913F-HRTimeline
FMR LLCin group FMR LLC43,844$2.4M<0.01%+6,50813F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC43,700$2.39M<0.01%+2,30013F-HRTimeline
Good Life Advisors, LLC43,568$2.39M0.17%-1,26413F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC43,467$2.38M0.2%-46013F-HRTimeline
TrueWealth Advisors, LLC43,017$2.36M0.77%+1,20213F-HRTimeline
OPINICUS CAPITAL, INC.42,821$2.34M2.07%+52413F-HRTimeline
Ellis Investment Partners, LLC42,299$2.32M0.48%-72513F-HRTimeline
ARQ WEALTH ADVISORS, LLC42,171$2.31M0.86%+20,26513F-HRTimeline
Sowell Financial Services LLC41,964$2.3M0.1%+94113F-HRTimeline
Dana Investment Advisors, Inc.41,522$2.27M0.08%-1,97613F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC41,323$2.26M0.12%+2,09513F-HRTimeline
Western Wealth Management, LLC41,305$2.26M0.15%-2,44113F-HRTimeline
Smith Thornton Advisors LLC40,997$2.24M1.4%-6,37813F-HRTimeline
IVC Wealth Advisors LLC40,653$2.23M1.2%-92,47013F-HRTimeline
NCM Capital Management, LLC40,578$2.22M1%+58013F-HRTimeline
Evolution Wealth Advisors, LLC40,378$2.21M0.37%-5,00713F-HRTimeline
Farther Finance Advisors, LLC40,430$2.21M0.06%-3,51813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC39,992$2.19M<0.01%-54,05113F-HR/ATimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.39,309$2.15M0.06%013F-HRTimelineGroup
LifeWealth Investments, LLC39,169$2.14M1.03%new13F-HR/ATimeline
Pasadena Private Wealth, LLC38,899$2.13M0.41%-2,40713F-HRTimeline
QTR Family Wealth, LLC38,897$2.13M1.61%13F-HRTimeline
ERn Financial, LLC38,687$2.12M0.33%-1,05313F-HRTimeline
High Net Worth Advisory Group LLC38,657$2.12M0.6%+3,74113F-HRTimeline
Atlas Wealth Partners, LLC38,381$2.1M2.59%+1,39413F-HRTimeline
Petros Family Wealth, LLC38,299$2.1M2.32%+1,11513F-HRTimeline
WealthTrak Capital Management LLC38,073$2.08M1.8%+59513F-HRTimeline
Creative Planningin group Creative Planning37,957$2.08M<0.01%+9,42313F-HRTimelineGroup
Sound View Wealth Advisors Group, LLC37,855$2.07M0.17%+6,95513F-HRTimeline
SENTINEL PENSION ADVISORS, LLC37,649$2.06M0.38%+16413F-HRTimeline
Advisor Resource Council37,645$2.06M0.17%+21,63513F-HRTimeline
BigSur Wealth Management LLC37,605$2.06M0.56%-85013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED37,561$2.04M0.19%+6,05213F-HR/ATimeline
WEST BANCORPORATION INC37,155$2.03M1.38%-40,17613F-HRTimeline
Savvy Advisors, Inc.36,851$2.02M0.2%+15,77013F-HRTimeline
Goldstein Advisors, LLC36,816$2.02M0.29%-394,74013F-HRTimeline
CIBC WORLD MARKET INC.36,126$1.98M<0.01%-25213F-HRTimeline
Paragon Advisors, LLC35,845$1.96M0.74%+3,28413F-HRTimeline
DIVERSIFIED TRUST CO35,067$1.92M0.05%-18,31513F-HRTimeline
PRIVATE TRUST CO NA34,815$1.91M0.2%+1,56713F-HRTimeline
Avidian Wealth Enterprises, LLC34,769$1.9M0.08%+24,41013F-HRTimeline
MFA Wealth Services34,557$1.89M1.56%+15,56413F-HRTimeline
Encompass More Asset Management34,198$1.87M0.56%-3113F-HRTimeline
TOWNSQUARE CAPITAL LLC33,301$1.82M0.02%+20,60413F-HRTimeline
Snowden Capital Advisors LLC33,060$1.81M0.06%-99813F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC33,039$1.81M0.01%+24,36713F-HRTimelineGroup
Herold Advisors, Inc.32,906$1.8M0.4%-19413F-HRTimeline