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US CASH COWS 100 (fund)

788 managers (794 13F filers) reported a position in COWZ shares at 2025-09-30, 217,558,937 shares in all. 43 filers opened a position and 53 filers sold out during the quarter.

Managers
788
13F filers
794
New
43
Added
264
Reduced
403
Sold out
53
Shares held by filers
217,558,937

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Allworth Financial LP85,388$4.91M0.02%-32,48613F-HRTimeline
Atlas Wealth LLC85,045$4.89M1.58%-5,65113F-HRTimeline
EPG Wealth Management LLC84,480$4.86M1.34%+7,58213F-HRTimeline
Cerro Pacific Wealth Advisors LLC83,119$4.78M1.31%+8,91813F-HRTimeline
COMERICA BANK83,011$4.77M0.02%-26,58313F-HRTimeline
FAGAN ASSOCIATES, INC.81,503$4.68M0.65%-2,24013F-HRTimeline
Hudock, Inc.80,965$4.65M0.71%-195,99313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…80,948$4.65M0.13%+45,21313F-HRTimelineGroup
Apollon Wealth Management, LLCgroup of 2 filers holding79,905$4.59M-23,176Timeline
Bedel Financial Consulting, Inc.79,607$4.57M0.58%-72013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV79,582$4.57M0.28%+2,82013F-HRTimeline
Strategic Family Wealth Counselors, L.L…79,445$4.57M1.18%+51213F-HRTimeline
Fiduciary Alliance LLC79,046$4.54M0.3%+13,60913F-HRTimeline
Lunt Capital Management, Inc.78,267$4.5M1.72%+8413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management77,837$4.47M0.05%+92713F-HRTimelineGroup
Future Financial Wealth Managment LLC76,890$4.42M2.78%+2,62613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Endowment Wealth Management, Inc.75,995$4.37M1.98%+6,89213F-HRTimeline
WEDBUSH SECURITIES INC75,857$4.36M0.14%-92,78113F-HRTimeline
USAdvisors Wealth Management, LLC75,652$4.35M1.5%+4,97313F-HRTimeline
Symphony Financial Services, Inc.75,530$4.34M2.34%-47613F-HRTimeline
Financial Guidance Group, Inc.74,427$4.28M1.92%-3,06513F-HRTimeline
First PREMIER Bank74,310$4.27M0.97%-2,49113F-HRTimeline
WNY Asset Management, LLC73,624$4.23M0.41%+8,38413F-HRTimeline
BCS Wealth Management73,493$4.22M0.95%+6,28313F-HRTimeline
Atria Investments, Inc73,015$4.2M0.05%-66,01813F-HRTimeline
Perigon Wealth Management, LLC72,972$4.19M0.09%+56013F-HRTimeline
Copia Wealth Management72,807$4.18M3.11%+1,42413F-HRTimeline
JBR Co Financial Management Inc72,490$4.17M1.76%-1,67713F-HRTimeline
Main Street Financial Solutions, LLC72,315$4.16M0.27%+88013F-HRTimeline
Pine Valley Investments Ltd Liability Co71,497$4.11M0.21%+54013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…71,852$4.03M0.32%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…69,523$4M0.26%-50,89813F-HRTimelineGroup
Requisite Capital Management, LLC68,917$3.96M0.67%-976,60613F-HRTimeline
PCG Wealth Advisors, LLC68,162$3.92M1.14%-29,27613F-HRTimeline
Lodestone Wealth Management LLC66,975$3.85M1.73%+2,46913F-HRTimeline
Per Stirling Capital Management, LLC.65,379$3.76M0.45%-80213F-HRTimeline
RiverTree Advisors, LLC65,237$3.75M2.4%-2,59613F-HRTimeline
Golden State Wealth Management, LLC65,215$3.75M0.41%-11,72413F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC65,010$3.74M<0.01%+6,08813F-HRTimelineGroup
TRAPHAGEN INVESTMENT ADVISORS LLC64,887$3.73M0.32%-10,56013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…63,983$3.68M0.08%+9,03613F-HRTimelineGroup
NWAM LLC63,016$3.62M0.2%+1,31913F-HR/ATimeline
Fairscale Capital, LLC62,794$3.61M2.48%-1,46613F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC62,644$3.6M0.24%-23,11913F-HRTimeline
Medallion Wealth Advisors, LLC61,353$3.53M1.25%-1,14113F-HRTimeline
ARQ WEALTH ADVISORS, LLC60,154$3.46M1.02%+17,98313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp59,726$3.43M<0.01%+48,31713F-HRTimelineGroup
Fortis Capital Management LLC59,333$3.41M0.48%+2,29613F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC59,234$3.4M0.07%-44,19413F-HRTimeline
Bullock Wealth Management Group58,189$3.36M1.67%-2,51813F-HRTimeline
Post Resch Tallon Group Inc.57,329$3.29M2.92%+1,96213F-HRTimeline
Proactive Wealth Strategies LLC56,806$3.26M1.41%+88213F-HRTimeline
FORTEM FINANCIAL GROUP, LLC56,511$3.25M0.93%-34913F-HRTimeline
ONE PLUS ONE WEALTH MANAGEMENT, LLC54,714$3.14M1.53%+91713F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC54,266$3.12M0.52%+5,21613F-HRTimeline
Valtinson Bruner Financial Planning LLC54,120$3.11M0.92%-89013F-HRTimeline
Integrated Wealth Concepts LLC52,964$3.04M0.03%-613F-HRTimeline
Betterment LLC52,819$3.04M0.01%+1,43813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC52,229$3M0.09%+24,95913F-HRTimelineGroup
LifeWealth Investments, LLC52,149$3M0.99%+1,87213F-HR/ATimeline
Madison Park Capital Advisors, LLC52,059$2.99M2.45%-3,80413F-HRTimeline
Cornerstone Wealth Management, LLC51,486$2.96M0.16%-4,90613F-HRTimeline
SFI Advisors, LLC50,960$2.93M1.87%-1,05813F-HRTimeline
Firestone Capital Management50,804$2.92M0.63%-2,97113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.50,786$2.92M<0.01%-4,07513F-HRTimelineGroup
TrueWealth Advisors, LLC49,643$2.85M0.77%+80813F-HRTimeline
Sowell Financial Services LLC48,717$2.8M0.11%+1,33213F-HRTimeline
Glen Eagle Advisors, LLC48,415$2.78M0.39%+1,30513F-HRTimeline
GTS SECURITIES LLC48,244$2.77M0.11%-102,92213F-HRTimeline
PRIVATE CLIENT SERVICES, LLC47,175$2.71M0.91%-41,21513F-HRTimeline
Sandbox Financial Partners, LLC47,122$2.71M0.78%+68713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…46,525$2.67M<0.01%-190,34413F-HRTimelineGroup
Smart Portfolios, LLC46,239$2.66M2.56%-39813F-HRTimeline
Swisher Financial Concepts, Inc.46,125$2.65M1.59%-25,34013F-HRTimeline
ATLANTIC FAMILY WEALTH, LLC45,817$2.63M2.03%-8,53413F-HRTimeline
Fortis Advisors, LLC45,143$2.59M1.48%-18,31513F-HRTimeline
Paragon Advisors, LLC44,937$2.58M0.67%+5,27113F-HRTimeline
OPINICUS CAPITAL, INC.44,135$2.54M1.76%-5213F-HRTimeline
Capital Investment Advisory Services, L…43,842$2.52M0.2%-2,95813F-HRTimeline
Smith Thornton Advisors LLC43,768$2.52M1.32%+2,30813F-HRTimeline
Petros Family Wealth, LLC43,263$2.49M2.08%+1,07513F-HRTimeline
Paragon Private Wealth Management, LLC42,874$2.46M0.81%+2,07913F-HRTimeline
Annex Advisory Services, LLC41,960$2.41M0.05%-3,03513F-HRTimeline
PKS Advisory Services, LLC41,640$2.39M0.5%-7,23013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.41,410$2.38M0.1%-10,80213F-HRTimeline
Ellis Investment Partners, LLC40,608$2.33M0.42%-47413F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT40,512$2.33M0.75%-56,76413F-HRTimeline
WealthTrak Capital Management LLC40,506$2.33M1.92%+94013F-HRTimeline
Stegent Equity Advisors, Inc.40,204$2.31M1.88%-11,82913F-HRTimeline
Belpointe Asset Management LLC39,982$2.3M0.09%-10,87813F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC39,522$2.27M0.15%-2,96513F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC38,393$2.21M0.1%-2,34113F-HRTimeline
NCM Capital Management, LLC38,034$2.19M0.85%-3,49813F-HRTimeline
Pasadena Private Wealth, LLC38,033$2.19M0.32%-68413F-HRTimeline
High Net Worth Advisory Group LLC38,028$2.19M0.53%-98213F-HRTimeline
IFG Advisory, LLC37,827$2.17M0.1%-22,21913F-HRTimeline
Focus Financial Network, Inc.37,417$2.15M0.08%-26,04813F-HRTimeline
Farther Finance Advisors, LLC37,257$2.14M0.03%-4,48713F-HRTimeline
McKinley Carter Wealth Services, Inc.37,137$2.13M0.11%-1,00013F-HRTimeline
Sound View Wealth Advisors Group, LLC37,005$2.13M0.15%-5,26713F-HRTimeline
Atlas Wealth Partners, LLC36,946$2.12M2.17%+29013F-HRTimeline
Brio Consultants, LLC36,669$2.11M0.29%-2,35013F-HRTimeline
Mayfair Advisory Group, LLC36,582$2.1M0.9%-1,78613F-HRTimeline
Avidian Wealth Enterprises, LLC36,503$2.1M0.08%+77713F-HRTimeline
Trademark Financial Management, LLC36,235$2.08M1.21%-13,13113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\36,156$2.08M<0.01%-16,83213F-HRTimelineGroup
Savvy Advisors, Inc.35,661$2.05M0.09%+36113F-HRTimeline
QTR Family Wealth, LLC35,214$2.02M0.96%-2,74513F-HRTimeline
Western Wealth Management, LLC34,860$2M0.11%-4,52513F-HRTimeline
Venture Visionary Partners LLC34,605$1.99M0.07%-1,06013F-HRTimeline
Pinnacle Financial Partners Inc34,305$1.97M0.05%-1,39913F-HRTimeline
Evolution Wealth Advisors, LLC34,208$1.97M0.26%-4,06013F-HRTimeline
ERn Financial, LLC33,866$1.95M0.38%-33713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC33,721$1.94M0.05%-17,86913F-HRTimelineGroup
Oregon Pacific Wealth Management, LLC33,596$1.93M1.67%-31,66213F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.33,409$1.92M0.05%-5,90013F-HRTimelineGroup
Creative Planningin group Creative Planning33,297$1.91M<0.01%+5,17913F-HRTimelineGroup
Gladstone Institutional Advisory LLC33,019$1.9M0.07%-62613F-HRTimeline
B. Riley Wealth Advisors, Inc.32,949$1.89M0.09%-4,03013F-HRTimeline
Next Level Private LLC32,666$1.89M0.55%-2,20113F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.32,916$1.89M0.41%+2,34513F-HRTimeline
DIVERSIFIED TRUST CO32,753$1.88M0.04%+1,07513F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC32,017$1.85M0.31%-36,86713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC32,207$1.85M<0.01%+1,93513F-HRTimelineGroup
Compass Ion Advisors, LLC31,858$1.83M0.18%+34013F-HRTimeline
Windsor Advisory Group, LLC31,803$1.83M1.62%new13F-HRTimeline
Trilogy Capital Inc.31,760$1.83M0.08%-94113F-HRTimeline
STAPP WEALTH MANAGEMENT, PLLC31,553$1.81M2.44%-16513F-HRTimeline
Creekmur Asset Management LLC31,342$1.8M0.3%+9713F-HRTimeline
Strategic Equity Management31,288$1.8M0.67%-37513F-HRTimeline
Perissos Private Wealth Management, LLC31,205$1.79M1.31%-3,90713F-HRTimeline
TWO SIGMA SECURITIES, LLC30,838$1.77M0.26%+12,94413F-HRTimeline
MONEY CONCEPTS CAPITAL CORP30,746$1.77M0.11%+68213F-HRTimeline
Goldstein Advisors, LLC30,644$1.76M0.21%-1,26713F-HRTimeline
Dana Investment Advisors, Inc.30,597$1.76M0.05%-8,90313F-HRTimeline
Valmark Advisers, Inc.30,417$1.75M0.02%+1,47513F-HRTimeline
American Alpha Advisors, LLC30,288$1.74M1.26%+12,06013F-HRTimeline
OFC FINANCIAL PLANNING, LLC30,219$1.74M1.72%-2,18713F-HRTimeline
Stillwater Wealth Management Group29,972$1.72M1.21%13F-HRTimeline
IAM Advisory, LLC29,897$1.72M0.39%-1,00613F-HRTimeline
PRIVATE TRUST CO NA29,192$1.68M0.15%-1,96413F-HRTimeline
HB Wealth Management, LLC29,092$1.67M0.01%+9,15013F-HRTimeline
Ashton Thomas Private Wealth, LLC28,426$1.63M0.04%+34613F-HRTimeline
Oder Investment Management, LLC28,418$1.63M1.17%+91913F-HRTimeline
Tripletail Wealth Management, LLC28,161$1.63M1.93%-2,18013F-HRTimeline
GK Wealth Management LLC28,237$1.62M1.21%-31613F-HRTimeline
Foundations Investment Advisors, LLC28,130$1.62M0.02%-592,91813F-HRTimeline
IFS Group,LLC27,415$1.59M1.39%13F-HRTimeline
Comprehensive Financial Consultants Ins…27,361$1.57M0.49%-16,64013F-HRTimeline
Unified Investment Management27,256$1.57M1.56%+11813F-HRTimeline
HF Advisory Group, LLC27,190$1.56M0.57%+1,45113F-HRTimeline
GWN SECURITIES INC.27,083$1.56M0.36%-35,91313F-HRTimeline
Investment Partners Asset Management, I…26,905$1.55M1.02%-2,20213F-HRTimeline
WORLD EQUITY GROUP, INC.26,840$1.54M0.35%+1,18913F-HRTimeline
FMR LLCin group FMR LLC26,789$1.54M<0.01%+3,53313F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO26,681$1.53M0.01%+4,70513F-HRTimelineGroup
Diversify Advisory Services, LLCin group Diversify Advisory Services, …26,477$1.53M0.05%-63213F-HRTimelineGroup
SILVERLAKE WEALTH MANAGEMENT LLC26,509$1.52M0.37%-3,77013F-HRTimeline
Meridian Wealth Management, LLC26,428$1.52M0.06%-132,41113F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd26,132$1.5M0.08%new13F-HRTimelineGroup
Heritage Wealth Management, Inc.25,872$1.49M0.44%+1,30113F-HRTimeline
Insight Wealth Partners, LLC25,861$1.49M0.66%+2,77413F-HRTimeline
Snowden Capital Advisors LLC25,528$1.47M0.04%-1,65713F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC25,502$1.47M0.13%-7,91013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC25,396$1.46M<0.01%-63,00413F-HRTimelineGroup
ORG Partners LLC25,243$1.45M0.26%-57713F-HRTimeline
ROVIN CAPITAL /UT/ /ADV24,513$1.41M0.39%+3,03513F-HR/ATimeline
Cooper Financial Group24,343$1.4M0.15%-11,07313F-HRTimeline
AdvisorNet Financial, Inc24,085$1.38M0.08%-1,61213F-HRTimeline
Compass Advisory Group LLC23,986$1.38M0.39%013F-HRTimeline
Nilsine Partners, LLC23,880$1.37M0.12%-20,97113F-HRTimeline
Centurion Wealth Management LLC23,834$1.37M0.31%+1,47113F-HRTimeline
BlueChip Wealth Advisors LLC23,831$1.37M0.58%-20,80013F-HRTimeline
TruWealth Advisors, LLC23,730$1.36M0.07%-14,84013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED23,616$1.36M0.1%-17,10313F-HRTimeline
AllSquare Wealth Management LLC23,595$1.36M0.72%-7013F-HRTimeline
White Knight Strategic Wealth Advisors,…23,137$1.33M1.05%-4,08213F-HRTimeline
Financial Advocates Investment Manageme…22,885$1.32M0.74%-101,89813F-HRTimeline
Global Financial Private Client, LLC22,811$1.31M0.47%-2,54613F-HRTimeline
Verity Asset Management, Inc.22,645$1.3M0.42%+56513F-HRTimeline
GLOBALT Investments LLC / GA22,627$1.3M0.05%-1,27113F-HRTimeline
BankPlus Trust Departmentgroup of 2 filers holding22,452$1.29M-1,388Timeline
HAZLETT, BURT & WATSON, INC.21,911$1.25M0.44%-33613F-HRTimeline
ROTHSCHILD INVESTMENT LLC21,602$1.24M0.07%-1,90013F-HRTimeline
Beacon Pointe Advisors, LLC21,203$1.22M0.01%new13F-HRTimeline
Garden State Investment Advisory Servic…21,166$1.22M0.31%-2,26813F-HRTimeline
49 WEALTH MANAGEMENT, LLC20,924$1.2M0.11%-1,69213F-HRTimeline
Sloy Dahl & Holst, LLC20,833$1.2M0.13%+15913F-HRTimeline
Allie Family Office LLC20,764$1.19M0.57%013F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC20,370$1.17M0.81%-2,91113F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC20,311$1.17M0.15%+8813F-HRTimeline
Sovran Advisors, LLC19,965$1.15M0.1%-42,71013F-HRTimeline
Trivium Point Advisory, LLC19,986$1.15M0.12%+2,54913F-HRTimeline
Lowe Wealth Advisors, LLC19,921$1.14M0.42%+2,46513F-HRTimeline
FWG Holdings, LLC19,785$1.14M0.49%-76,96613F-HRTimeline
Ritter Daniher Financial Advisory LLC /…19,784$1.14M0.2%new13F-HRTimeline
Moloney Securities Asset Management, LLC19,581$1.13M0.13%+6,06913F-HRTimeline
VICUS CAPITAL19,224$1.1M0.08%-23513F-HRTimeline
BigSur Wealth Management LLC19,155$1.1M0.27%-12,50013F-HRTimeline
Aberdeen Group plcin group Aberdeen Group plc19,188$1.1M<0.01%013F-HRTimelineGroup