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Disclosery

COWZ PACER FDS TR

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US CASH COWS 100 (fund)

801 managers (807 13F filers) reported a position in COWZ shares at 2025-06-30, 252,217,684 shares in all. 46 filers opened a position and 83 filers sold out during the quarter.

Managers
801
13F filers
807
New
46
Added
247
Reduced
433
Sold out
83
Shares held by filers
252,217,684

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
SAGESPRING WEALTH PARTNERS, LLC103,428$5.7M0.12%-20,63813F-HRTimeline
VERUS CAPITAL PARTNERS, LLC103,287$5.69M0.51%+2,93513F-HR/ATimeline
Apollon Wealth Management, LLCgroup of 2 filers holding103,081$5.68M-5,726Timeline
BEACON INVESTMENT ADVISORY SERVICES, IN…102,596$5.65M0.25%+6,50713F-HRTimeline
Spectrum Strategic Capital Management, …102,024$5.62M3.58%+1,60513F-HRTimeline
Anson Capital, Inc.100,496$5.54M4.46%+4,74213F-HRTimeline
Granby Capital Management, LLCin group Granby Capital Management, LLC100,000$5.51M3.08%013F-HRTimelineGroup
Tandem Investment Partners LLC97,851$5.39M4.7%+7,30113F-HRTimeline
FWG Holdings, LLC96,751$5.39M2.53%-7,71213F-HRTimeline
PCG Wealth Advisors, LLC97,438$5.37M2.75%+2,88113F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT97,276$5.36M1.92%+9,53813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO95,661$5.27M<0.01%-43,03013F-HRTimelineGroup
Capital Advisors Wealth Management, LLC94,887$5.23M0.82%-90,47713F-HRTimeline
MONEYWISE, INC.94,830$5.23M2.45%-84,31013F-HRTimeline
National Wealth Management Group, LLC93,301$5.14M2.88%+1,44913F-HRTimeline
Atlas Wealth LLC90,696$5.09M1.86%-21,92013F-HRTimeline
Soundwatch Capital LLC2,539,074$4.99M0.89%+2,533,79013F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC88,914$4.93M0.45%-12,08513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC88,400$4.87M<0.01%-37,24513F-HRTimelineGroup
PRIVATE CLIENT SERVICES, LLC88,390$4.87M1.9%-5,48513F-HRTimeline
Merit Financial Group, LLC87,561$4.82M0.05%+57513F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC85,763$4.73M0.36%-7,83313F-HRTimeline
Aspire Capital Advisors LLC85,362$4.7M1.3%-8113F-HRTimeline
FAGAN ASSOCIATES, INC.83,743$4.61M0.71%-29313F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.81,510$4.49M3.04%+2213F-HRTimeline
Pinnacle Wealth Management Group, Inc.81,287$4.48M2.57%+3,96613F-HRTimeline
Bedel Financial Consulting, Inc.80,327$4.43M0.6%-2,86613F-HRTimeline
Strategic Family Wealth Counselors, L.L…78,933$4.35M1.24%-11,36813F-HRTimeline
Lunt Capital Management, Inc.78,183$4.31M1.65%-5,99613F-HRTimeline
Financial Guidance Group, Inc.77,492$4.27M2.07%-60,75313F-HRTimeline
Golden State Wealth Management, LLC76,939$4.24M0.52%+11,24913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management76,910$4.24M0.06%+6,48313F-HRTimelineGroup
EPG Wealth Management LLC76,898$4.24M1.27%+66613F-HRTimeline
First PREMIER Bank76,801$4.23M1.02%-52013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV76,762$4.23M0.29%-6,91413F-HRTimeline
Symphony Financial Services, Inc.76,006$4.19M2.5%+67413F-HRTimeline
Teamwork Financial Advisors, LLC75,582$4.16M0.51%-392,08213F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC75,447$4.16M0.39%-28,51513F-HRTimeline
Future Financial Wealth Managment LLC74,264$4.09M2.79%-2,57513F-HRTimeline
Cerro Pacific Wealth Advisors LLC74,201$4.09M1.14%+11,04613F-HRTimeline
JBR Co Financial Management Inc74,167$4.09M2.02%-41913F-HRTimeline
Perigon Wealth Management, LLC72,412$3.99M0.09%-7,88013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…71,852$3.96M0.32%-4,80313F-HRTimeline
Swisher Financial Concepts, Inc.71,465$3.94M2.54%-20,30613F-HRTimeline
Main Street Financial Solutions, LLC71,435$3.94M0.29%+7,77413F-HRTimeline
Copia Wealth Management71,383$3.93M3.32%-1,43513F-HRTimeline
Pine Valley Investments Ltd Liability Co70,957$3.91M0.23%+1,00013F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC68,884$3.9M0.7%-40,68513F-HRTimeline
USAdvisors Wealth Management, LLC70,679$3.9M1.45%-79,18113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC69,713$3.84M0.05%+79213F-HRTimelineGroup
Strategic Blueprint, LLC69,421$3.83M0.19%-25513F-HRTimeline
Endowment Wealth Management, Inc.69,103$3.81M1.96%+4,11013F-HRTimeline
RiverTree Advisors, LLC67,833$3.74M2.51%-40,92013F-HRTimeline
BCS Wealth Management67,210$3.7M0.8%+9,08813F-HRTimeline
Tactive Advisors, LLC66,315$3.65M1.18%13F-HRTimeline
Per Stirling Capital Management, LLC.66,181$3.65M0.48%-23,11313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV65,617$3.62M0.01%-17,81113F-HRTimeline
Fiduciary Alliance LLC65,437$3.61M0.27%-43,28113F-HRTimeline
Oregon Pacific Wealth Management, LLC65,258$3.6M3.4%-2,10013F-HRTimeline
WNY Asset Management, LLC65,240$3.59M0.4%+43913F-HRTimeline
Fairscale Capital, LLC64,260$3.58M2.6%-16,46813F-HRTimeline
Lodestone Wealth Management LLC64,506$3.55M1.73%-1,05013F-HRTimeline
Sovran Advisors, LLC62,675$3.55M0.37%-26,24913F-HRTimeline
Focus Financial Network, Inc.63,465$3.5M0.14%-11,40513F-HRTimeline
Fortis Advisors, LLC63,458$3.5M2.24%-55413F-HRTimeline
Medallion Wealth Advisors, LLC62,494$3.49M1.35%-2,82813F-HRTimeline
GWN SECURITIES INC.62,996$3.47M0.64%-51,02213F-HRTimeline
Bullock Wealth Management Group60,707$3.41M1.81%-6,34213F-HRTimeline
NWAM LLC61,697$3.4M0.2%+31,74513F-HR/ATimeline
Tyler-Stone Wealth Management61,525$3.39M0.55%-3,68613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC60,748$3.35M<0.01%+20,75613F-HRTimelineGroup
IFG Advisory, LLC60,046$3.31M0.17%+8,74113F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC58,922$3.25M<0.01%+9,64913F-HRTimelineGroup
Fortis Capital Management LLC57,037$3.14M0.49%+30213F-HRTimeline
FORTEM FINANCIAL GROUP, LLC56,860$3.13M1.01%-1,83613F-HRTimeline
Cornerstone Wealth Management, LLC56,392$3.11M0.19%+1,38613F-HRTimeline
Proactive Wealth Strategies LLC55,924$3.08M1.45%+1,09313F-HRTimeline
Madison Park Capital Advisors, LLC55,863$3.08M2.59%-4,58713F-HRTimeline
Post Resch Tallon Group Inc.55,367$3.05M2.94%-64313F-HRTimeline
Valtinson Bruner Financial Planning LLC55,010$3.03M0.95%+27213F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…54,947$3.03M0.07%+22,66113F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.54,861$3.02M<0.01%+47,79313F-HRTimelineGroup
ATLANTIC FAMILY WEALTH, LLC54,351$2.99M2.61%-8,19913F-HRTimeline
ONE PLUS ONE WEALTH MANAGEMENT, LLC53,797$2.96M1.62%-55,27213F-HRTimeline
Firestone Capital Management53,775$2.96M0.7%-1,02213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\52,988$2.92M<0.01%-17,35513F-HRTimelineGroup
Integrated Wealth Concepts LLC52,970$2.92M0.03%-26,25413F-HRTimeline
AVALON CAPITAL MANAGEMENT52,912$2.92M0.78%-1,65513F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.52,212$2.88M0.13%-5,78513F-HRTimeline
Stegent Equity Advisors, Inc.52,033$2.87M2.54%-4,22113F-HRTimeline
SFI Advisors, LLC52,018$2.87M1.98%-2,75213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC51,590$2.84M0.07%-33,25813F-HRTimelineGroup
Betterment LLC51,381$2.83M0.01%-1,55813F-HRTimeline
Belpointe Asset Management LLC50,860$2.8M0.12%-13,39713F-HRTimeline
LifeWealth Investments, LLC50,277$2.77M1.01%+11,10813F-HR/ATimeline
Trademark Financial Management, LLC49,366$2.72M1.66%-60,66713F-HRTimeline
Lokken Investment Group LLC49,129$2.71M1.04%+12813F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC49,050$2.7M0.52%+18,79413F-HRTimeline
PKS Advisory Services, LLC48,870$2.69M0.69%-3,91213F-HRTimeline
TrueWealth Advisors, LLC48,835$2.69M0.8%+5,81813F-HRTimeline
Sowell Financial Services LLC47,385$2.61M0.11%+5,42113F-HRTimeline
Glen Eagle Advisors, LLC47,110$2.6M0.4%-3,63613F-HRTimeline
Prairie Sky Financial Group LLC46,849$2.58M1.42%+1,19513F-HRTimeline
Capital Investment Advisory Services, L…46,800$2.58M0.21%+2,71813F-HRTimeline
Smart Portfolios, LLC46,637$2.57M2.59%-1,47413F-HRTimeline
Sandbox Financial Partners, LLC46,435$2.56M0.81%-2,06513F-HRTimeline
Annex Advisory Services, LLC44,995$2.48M0.06%-9,13713F-HRTimeline
Nilsine Partners, LLC44,851$2.47M0.25%-16,72313F-HRTimeline
BlueChip Wealth Advisors LLC44,631$2.46M1.09%-69,62913F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.44,406$2.45M0.16%+33,42013F-HRTimelineGroup
OPINICUS CAPITAL, INC.44,187$2.43M1.85%+1,36613F-HRTimeline
Comprehensive Financial Consultants Ins…44,001$2.42M0.8%-7,09513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP43,534$2.4M<0.01%+18,19113F-HR/ATimelineGroup
KMG FIDUCIARY PARTNERS, LLC42,487$2.34M0.17%-98013F-HRTimeline
Sound View Wealth Advisors Group, LLC42,272$2.33M0.17%+4,41713F-HRTimeline
Petros Family Wealth, LLC42,188$2.32M2.12%+3,88913F-HRTimeline
ARQ WEALTH ADVISORS, LLC42,171$2.31M0.79%013F-HRTimeline
Farther Finance Advisors, LLC41,744$2.3M0.05%+1,31413F-HRTimeline
NCM Capital Management, LLC41,532$2.29M0.94%+95413F-HRTimeline
Smith Thornton Advisors LLC41,460$2.28M1.31%+46313F-HRTimeline
Ellis Investment Partners, LLC41,082$2.26M0.44%-1,21713F-HRTimeline
Paragon Private Wealth Management, LLC40,795$2.25M0.9%+16,93613F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC40,734$2.24M0.11%-58913F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED40,719$2.24M0.19%+3,15813F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.39,309$2.19M0.06%013F-HRTimelineGroup
Paragon Advisors, LLC39,666$2.19M0.57%+3,82113F-HRTimeline
WealthTrak Capital Management LLC39,566$2.18M1.82%+1,49313F-HRTimeline
Dana Investment Advisors, Inc.39,500$2.18M0.07%-2,02213F-HRTimeline
Western Wealth Management, LLC39,385$2.17M0.13%-1,92013F-HRTimeline
Brio Consultants, LLC39,019$2.15M0.31%-454,54813F-HRTimeline
High Net Worth Advisory Group LLC39,010$2.15M0.57%+35313F-HRTimeline
Pasadena Private Wealth, LLC38,717$2.13M0.37%-18213F-HRTimeline
Mayfair Advisory Group, LLC38,368$2.13M1.01%-6,97613F-HRTimeline
TruWealth Advisors, LLC38,570$2.13M0.12%-6,76113F-HRTimeline
Evolution Wealth Advisors, LLC38,268$2.11M0.31%-2,11013F-HRTimeline
McKinley Carter Wealth Services, Inc.38,137$2.1M0.12%-9,68113F-HRTimeline
QTR Family Wealth, LLC37,959$2.09M1.3%-93813F-HRTimeline
B. Riley Wealth Advisors, Inc.36,979$2.04M0.1%-86,43413F-HRTimeline
Atlas Wealth Partners, LLC36,656$2.02M2.33%-1,72513F-HRTimeline
IVC Wealth Advisors LLC36,420$2.01M0.98%-4,23313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…35,735$1.97M0.05%new13F-HRTimelineGroup
Avidian Wealth Enterprises, LLC35,726$1.97M0.08%+95713F-HRTimeline
Pinnacle Financial Partners Inc35,704$1.97M0.04%-115,74313F-HRTimeline
Venture Visionary Partners LLC35,665$1.97M0.07%-16,84513F-HRTimeline
Cooper Financial Group35,416$1.95M0.23%-63,74513F-HRTimeline
Savvy Advisors, Inc.35,300$1.95M0.13%-1,55113F-HRTimeline
Perissos Private Wealth Management, LLC35,112$1.93M1.53%-10,26713F-HRTimeline
Next Level Private LLC34,867$1.92M0.63%-13,85513F-HRTimeline
ERn Financial, LLC34,203$1.88M0.4%-4,48413F-HRTimeline
Gladstone Institutional Advisory LLC33,645$1.85M0.08%+3,14613F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC33,412$1.84M0.18%-73,13613F-HRTimeline
Encompass More Asset Management32,788$1.81M0.42%-1,41013F-HRTimeline
Trilogy Capital Inc.32,701$1.8M0.09%-49,51213F-HRTimeline
OFC FINANCIAL PLANNING, LLC32,406$1.79M1.9%+27713F-HRTimeline
FLOW TRADERS U.S. LLC32,283$1.78M0.07%+22,45913F-HRTimeline
Goldstein Advisors, LLC31,911$1.76M0.24%-4,90513F-HRTimeline
STAPP WEALTH MANAGEMENT, PLLC31,718$1.75M2.51%-27,66213F-HRTimeline
DIVERSIFIED TRUST CO31,678$1.75M0.04%-3,38913F-HRTimeline
Strategic Equity Management31,663$1.74M0.64%-132,21213F-HRTimeline
BigSur Wealth Management LLC31,655$1.74M0.44%-5,95013F-HRTimeline
Compass Ion Advisors, LLC31,518$1.74M0.19%+97713F-HRTimeline
Creekmur Asset Management LLC31,245$1.72M0.3%-9813F-HRTimeline
Intrepid Financial Planning Group LLC31,177$1.72M0.72%-12113F-HRTimeline
PRIVATE TRUST CO NA31,156$1.72M0.16%-3,65913F-HRTimeline
IAM Advisory, LLC30,903$1.7M0.41%-363,69613F-HRTimeline
Bay Capital Advisors, LLC30,625$1.69M1.29%-27,95013F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.30,571$1.68M0.42%+1,79113F-HRTimeline
Tripletail Wealth Management, LLC30,341$1.68M2.4%13F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC30,279$1.67M0.49%+19,55513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC30,272$1.67M<0.01%+20,25813F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP30,064$1.66M0.11%-21,09013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC29,488$1.62M0.11%-1,44213F-HRTimeline
Investment Partners Asset Management, I…29,107$1.6M1.12%+1,79613F-HRTimeline
Valmark Advisers, Inc.28,942$1.59M0.02%-90313F-HRTimeline
New England Private Wealth Advisors LLC28,090$1.58M0.23%-2,08013F-HRTimeline
GK Wealth Management LLC28,553$1.57M1.56%+2,56613F-HRTimeline
Creative Planningin group Creative Planning28,118$1.55M<0.01%-9,83913F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC28,080$1.55M0.05%+1,53913F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …27,109$1.52M0.06%-6,25213F-HRTimelineGroup
Oder Investment Management, LLC27,499$1.52M1.14%-2,40613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC27,270$1.5M0.05%+6,02313F-HRTimelineGroup
White Knight Strategic Wealth Advisors,…27,219$1.5M1.28%-53713F-HRTimeline
Snowden Capital Advisors LLC27,185$1.5M0.04%-5,87513F-HRTimeline
MFA Wealth Services27,177$1.5M1.13%-7,38013F-HRTimeline
Unified Investment Management27,138$1.5M1.6%-1513F-HRTimeline
ORG Partners LLC25,820$1.45M0.31%-6,05713F-HRTimeline
HF Advisory Group, LLC25,739$1.42M0.56%+23113F-HRTimeline
AdvisorNet Financial, Inc25,697$1.42M0.09%-81,87313F-HRTimeline
WORLD EQUITY GROUP, INC.25,651$1.41M0.39%+6,95213F-HRTimeline
Global Financial Private Client, LLC25,357$1.4M0.52%+1,84813F-HRTimeline
Heritage Wealth Management, Inc.24,571$1.35M0.44%+1,75713F-HRTimeline
Compass Advisory Group LLC23,986$1.32M0.42%-59513F-HRTimeline
GLOBALT Investments LLC / GA23,898$1.32M0.05%-2,71413F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC23,856$1.31M0.36%-6,74013F-HRTimelineGroup
BankPlus Trust Departmentgroup of 2 filers holding23,840$1.31M-90Timeline
DHK Financial Advisors, Inc.23,761$1.31M0.75%+7113F-HRTimeline
AllSquare Wealth Management LLC23,665$1.3M0.73%-50013F-HRTimeline
ROTHSCHILD INVESTMENT LLC23,502$1.29M0.08%+85013F-HRTimeline
Garden State Investment Advisory Servic…23,434$1.29M0.35%-43113F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC23,281$1.28M0.97%-29,77013F-HRTimeline