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US CASH COWS 100 (fund)

839 managers (848 13F filers) reported a position in COWZ shares at 2025-12-31, 201,397,769 shares in all. 54 filers opened a position and 46 filers sold out during the quarter.

Managers
839
13F filers
848
New
54
Added
230
Reduced
390
Sold out
46
Shares held by filers
201,397,769

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
American Alpha Advisors, LLC88,718$5.34M3.37%+58,43013F-HR/ATimeline
EPG Wealth Management LLC87,670$5.28M1.42%+3,19013F-HRTimeline
Aptus Capital Advisors, LLC87,305$5.25M0.04%-5,28813F-HRTimeline
Cerro Pacific Wealth Advisors LLC85,603$5.15M1.39%+2,48413F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC84,887$5.11M0.04%-1,12913F-HRTimeline
Fortune Financial Group, Inc.84,105$5.06M4.98%13F-HRTimeline
CMC Financial Group83,395$5.02M8.95%-55,10213F-HRTimeline
HighPoint Advisor Group LLC82,904$4.99M0.11%new13F-HRTimeline
WEDBUSH SECURITIES INC81,427$4.9M0.14%+5,57013F-HRTimeline
ODonnell Financial Services, LLC80,669$4.85M1.66%-8,04513F-HRTimeline
Strategic Family Wealth Counselors, L.L…78,552$4.79M1.08%-89313F-HRTimeline
Lunt Capital Management, Inc.79,182$4.76M1.78%+91513F-HRTimeline
GERBER, LLC78,317$4.71M2.63%-63,79213F-HRTimeline
USAdvisors Wealth Management, LLC78,213$4.71M1.55%+2,56113F-HRTimeline
Cauble & Harre Wealth Management, Inc.77,072$4.68M3.93%13F-HRTimeline
Bedel Financial Consulting, Inc.77,735$4.68M0.5%-1,87213F-HRTimeline
FAGAN ASSOCIATES, INC.76,356$4.59M0.61%-5,14713F-HRTimeline
Allworth Financial LP76,329$4.59M0.02%-9,05913F-HRTimeline
Symphony Financial Services, Inc.72,087$4.34M2.22%-3,44313F-HRTimeline
MONEYWISE, INC.71,514$4.3M1.79%-20,12213F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…71,329$4.29M0.09%+7,34613F-HRTimelineGroup
Financial Guidance Group, Inc.71,112$4.28M1.75%-3,31513F-HRTimeline
SMITH, MOORE & CO.69,481$4.18M0.32%-31,13413F-HRTimeline
NWAM LLC69,054$4.18M0.23%+6,03813F-HRTimeline
Perigon Wealth Management, LLC68,340$4.11M0.07%-4,63213F-HRTimeline
Copia Wealth Management67,495$4.06M2.9%-5,31213F-HRTimeline
COMERICA BANK67,446$4.06M0.02%-15,56513F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC66,762$4.02M0.01%+1,75213F-HRTimelineGroup
Lodestone Wealth Management LLC66,318$3.99M1.62%-65713F-HRTimeline
OakTrust Wealth Advisors, LLC66,140$3.98M3.67%13F-HRTimeline
First PREMIER Bank65,412$3.94M0.9%-8,89813F-HRTimeline
RiverTree Advisors, LLC65,237$3.93M2.5%013F-HRTimeline
Per Stirling Capital Management, LLC.64,657$3.89M0.44%-72213F-HRTimeline
JBR Co Financial Management Inc64,568$3.89M1.63%-7,92213F-HRTimeline
Cresset Asset Management, LLC62,377$3.79M0.02%+58,01513F-HRTimeline
LifeWealth Investments, LLC63,007$3.79M1.2%+10,85813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC62,569$3.77M0.1%+10,34013F-HR/ATimelineGroup
Golden State Wealth Management, LLC61,819$3.72M0.39%-3,39613F-HRTimeline
Atria Investments, Inc60,861$3.66M0.04%-12,15413F-HRTimeline
ARQ WEALTH ADVISORS, LLC60,340$3.63M0.98%+18613F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp60,240$3.62M<0.01%+51413F-HRTimelineGroup
Post Resch Tallon Group Inc.60,004$3.61M3.05%+2,67513F-HRTimeline
U.S. Capital Wealth Advisors, LLC59,959$3.61M0.09%-40,01913F-HRTimeline
Fairscale Capital, LLC57,985$3.52M2.34%-4,80913F-HRTimeline
Proactive Wealth Strategies LLC58,556$3.52M1.4%+1,75013F-HRTimeline
Medallion Wealth Advisors, LLC58,506$3.52M1.18%-2,84713F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC58,028$3.49M0.29%-6,85913F-HRTimeline
Bullock Wealth Management Group57,921$3.49M1.71%-26813F-HRTimeline
ONE PLUS ONE WEALTH MANAGEMENT, LLC57,096$3.44M1.58%+2,38213F-HRTimeline
Farther Finance Advisors, LLC56,860$3.42M0.04%+19,60313F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC56,266$3.39M0.27%+30,76413F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding55,699$3.35M-24,206Timeline
Fortis Capital Management LLC55,365$3.33M0.44%-3,96813F-HRTimeline
Z3 Capital Partners, LLC54,316$3.27M0.79%13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management53,919$3.24M0.04%-23,91813F-HRTimelineGroup
Betterment LLC53,594$3.23M0.01%+77513F-HRTimeline
Broadleaf Partners, LLC53,524$3.22M0.68%new13F-HRTimeline
Cornerstone Wealth Management, LLC53,185$3.2M0.17%+1,69913F-HRTimeline
Madison Park Capital Advisors, LLC52,817$3.18M2.58%+75813F-HRTimeline
Pine Valley Investments Ltd Liability Co51,829$3.14M0.16%-19,66813F-HRTimeline
TrueWealth Advisors, LLC51,823$3.12M0.81%+2,18013F-HRTimeline
Valtinson Bruner Financial Planning LLC51,754$3.11M0.9%-2,36613F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.51,125$3.08M<0.01%+33913F-HRTimelineGroup
Hudock, Inc.50,858$3.06M0.45%-30,10713F-HRTimeline
Firestone Capital Management50,526$3.04M0.64%-27813F-HRTimeline
Sandbox Financial Partners, LLC50,523$3.04M0.84%+3,40113F-HRTimeline
Cassady Wealth & Retirement Planning, L…50,107$3.01M1.97%13F-HRTimeline
Echo Wealth Management, LLC49,469$2.98M1.74%-81,31613F-HRTimeline
Western Wealth Management, LLC49,047$2.95M0.14%+14,18713F-HRTimeline
Glen Eagle Advisors, LLC48,826$2.94M0.4%+41113F-HRTimeline
IFG Advisory, LLC48,817$2.94M0.13%+10,99013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC48,450$2.92M0.17%-14,19413F-HRTimeline
Integrated Wealth Concepts LLC47,747$2.87M0.03%-5,21713F-HRTimeline
SFI Advisors, LLC47,651$2.87M1.84%-3,30913F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding47,404$2.85M-22,119Timeline
FIDELIS CAPITAL PARTNERS, LLC46,974$2.83M0.21%-45,34813F-HRTimeline
VVR Holdings LLC46,448$2.79M1.45%13F-HRTimeline
Smith Thornton Advisors LLC45,445$2.73M1.39%+1,67713F-HRTimeline
Petros Family Wealth, LLC45,390$2.73M1.82%+2,12713F-HRTimeline
Breachway Investments LLC45,140$2.72M2.86%13F-HRTimeline
Paragon Private Wealth Management, LLC44,875$2.7M0.83%+2,00113F-HRTimeline
Capital Investment Advisory Services, L…44,019$2.65M0.19%+17713F-HRTimeline
Belpointe Asset Management LLC43,930$2.64M0.1%+3,94813F-HRTimeline
Swisher Financial Concepts, Inc.43,581$2.62M1.49%-2,54413F-HRTimeline
Ankerstar Wealth, LLC42,796$2.6M2.59%13F-HRTimeline
OPINICUS CAPITAL, INC.43,161$2.6M1.81%-97413F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO42,681$2.57M0.01%+16,00013F-HRTimelineGroup
Vavra Capital Management, LLC41,537$2.5M2.46%13F-HRTimeline
WealthTrak Capital Management LLC41,488$2.5M1.79%+98213F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT40,634$2.44M0.76%+12213F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC40,464$2.43M0.04%-18,77013F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC40,437$2.43M0.17%+91513F-HRTimeline
PKS Advisory Services, LLC40,343$2.43M0.55%-1,29713F-HRTimeline
Y-Intercept (Hong Kong) Ltd40,340$2.43M0.05%+32,74713F-HRTimeline
Ellis Investment Partners, LLC40,295$2.42M0.42%-31313F-HRTimeline
ATLANTIC FAMILY WEALTH, LLC39,504$2.38M1.8%-6,31313F-HRTimeline
Fortis Advisors, LLC38,657$2.33M1.28%-6,48613F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…38,213$2.3M0.16%-33,63913F-HRTimeline
Davis Investment Partners, LLC37,910$2.29M0.8%new13F-HRTimeline
Pasadena Private Wealth, LLC37,863$2.28M0.31%-17013F-HRTimeline
High Net Worth Advisory Group LLC37,797$2.27M0.52%-23113F-HRTimeline
NCM Capital Management, LLC37,784$2.27M0.84%-25013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC37,708$2.27M0.11%-68513F-HRTimeline
QTR Family Wealth, LLC34,693$2.22M0.98%-52113F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.36,457$2.22M0.09%-4,95313F-HRTimeline
BlueChip Wealth Advisors LLC36,754$2.21M0.93%+12,92313F-HRTimeline
Centurion Wealth Management LLC36,703$2.21M0.49%+12,86913F-HRTimeline
Creative Planningin group Creative Planning36,602$2.2M<0.01%+3,30513F-HRTimelineGroup
Valmark Advisers, Inc.36,274$2.18M0.03%+5,85713F-HRTimeline
McKinley Carter Wealth Services, Inc.36,219$2.18M0.12%-91813F-HRTimeline
Atlas Wealth Partners, LLC35,918$2.18M2.39%-1,02813F-HRTimeline
HB Wealth Management, LLC35,684$2.15M0.01%+6,59213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\35,607$2.14M<0.01%-54913F-HRTimelineGroup
Brio Consultants, LLC35,350$2.13M0.28%-1,31913F-HRTimeline
MONEY CONCEPTS CAPITAL CORP35,204$2.12M0.12%+4,45813F-HRTimeline
Stillwater Wealth Management Group34,944$2.1M1.43%+4,97213F-HRTimeline
Trademark Financial Management, LLC34,782$2.09M1.15%-1,45313F-HRTimeline
GWN SECURITIES INC.34,668$2.09M0.42%+7,58513F-HRTimeline
Savvy Advisors, Inc.34,426$2.07M0.07%-1,23513F-HRTimeline
Annex Advisory Services, LLC34,270$2.06M0.04%-7,69013F-HRTimeline
Evolution Wealth Advisors, LLC34,208$2.06M0.21%013F-HRTimeline
Heritage Wealth Management, Inc.33,214$2M0.56%+7,34213F-HRTimeline
Coquina Private Wealth LLC33,159$2M1.6%13F-HRTimeline
ERn Financial, LLC32,936$1.98M0.37%-93013F-HRTimeline
DIVERSIFIED TRUST CO32,783$1.97M0.04%+3013F-HRTimeline
Next Level Private LLC32,666$1.97M0.52%013F-HRTimeline
National Wealth Management Group, LLC32,620$1.96M0.68%-53,06513F-HRTimeline
Venture Visionary Partners LLC32,492$1.96M0.06%-2,11313F-HRTimeline
TWO SIGMA SECURITIES, LLC31,865$1.92M0.26%+1,02713F-HRTimeline
STAPP WEALTH MANAGEMENT, PLLC31,837$1.92M2.47%+28413F-HRTimeline
FMR LLCin group FMR LLC31,686$1.91M<0.01%+4,89713F-HRTimelineGroup
OFC FINANCIAL PLANNING, LLC31,609$1.9M1.81%+1,39013F-HRTimeline
Paragon Advisors, LLC31,322$1.88M0.51%-13,61513F-HRTimeline
Mayfair Advisory Group, LLC30,738$1.86M0.72%-5,84413F-HRTimeline
Goldstein Advisors, LLC30,748$1.85M0.21%+10413F-HRTimeline
Compass Ion Advisors, LLC30,722$1.85M0.18%-1,13613F-HRTimeline
Focus Financial Network, Inc.30,245$1.84M0.06%-7,17213F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd30,380$1.83M0.05%+4,24813F-HRTimelineGroup
PCG Wealth Advisors, LLC30,347$1.83M0.52%-37,81513F-HRTimeline
B. Riley Wealth Advisors, Inc.30,091$1.81M0.09%-2,85813F-HRTimeline
Foundations Investment Advisors, LLC29,996$1.8M0.02%+1,86613F-HRTimeline
Smart Portfolios, LLC29,880$1.8M1.79%-16,35913F-HRTimeline
IAM Advisory, LLC29,638$1.78M0.4%-25913F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC29,192$1.76M0.28%-2,82513F-HRTimeline
Trilogy Capital Inc.29,283$1.76M0.08%-2,47713F-HRTimeline
Ashton Thomas Private Wealth, LLC28,743$1.75M0.04%+31713F-HRTimeline
PRIVATE TRUST CO NA28,964$1.74M0.15%-22813F-HRTimeline
Investment Partners Asset Management, I…28,449$1.71M1.07%+1,54413F-HRTimeline
Strategic Equity Management28,282$1.7M0.58%-3,00613F-HRTimeline
Pursuit Wealth Management LLC27,876$1.68M1.44%13F-HRTimeline
Signature Equity Partners, LLC27,850$1.68M0.93%13F-HRTimeline
HF Advisory Group, LLC27,755$1.67M0.58%+56513F-HR/ATimeline
WORLD EQUITY GROUP, INC.27,596$1.66M0.46%+75613F-HRTimeline
Snowden Capital Advisors LLC27,169$1.65M0.04%+1,64113F-HRTimeline
Gladstone Institutional Advisory LLC27,368$1.65M0.06%-5,65113F-HRTimeline
Oder Investment Management, LLC27,328$1.64M1.19%-1,09013F-HRTimeline
Unified Investment Management27,230$1.64M1.66%-2613F-HRTimeline
Keating Financial Advisory Services, In…27,164$1.63M0.22%13F-HRTimeline
White Knight Strategic Wealth Advisors,…26,890$1.62M1.18%+3,75313F-HRTimeline
Dedeker Financial LLC26,473$1.59M1.43%13F-HRTimeline
Tripletail Wealth Management, LLC26,109$1.57M1.99%-2,05213F-HRTimeline
GK Wealth Management LLC26,080$1.57M1.15%-2,15713F-HRTimeline
Main Street Financial Solutions, LLC25,636$1.54M0.12%-46,67913F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …24,991$1.54M0.05%-1,48613F-HRTimelineGroup
ROVIN CAPITAL /UT/ /ADV25,387$1.53M0.41%+87413F-HRTimeline
Insight Wealth Partners, LLC25,342$1.52M0.63%-51913F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.25,069$1.51M0.31%-7,84713F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.24,609$1.48M0.03%-8,80013F-HRTimelineGroup
ORG Partners LLC24,505$1.48M0.26%-73813F-HRTimeline
Compass Advisory Group LLC23,986$1.46M0.39%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…23,935$1.44M<0.01%-22,59013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…23,795$1.43M0.03%-57,15313F-HRTimelineGroup
Verity Asset Management, Inc.23,739$1.43M0.61%+1,09413F-HRTimeline
Sowell Financial Services LLC23,595$1.42M0.05%-25,12213F-HRTimeline
Sound View Wealth Advisors Group, LLC23,458$1.41M0.09%-13,54713F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED23,159$1.4M0.09%-45713F-HRTimeline
PRIVATE CLIENT SERVICES, LLC23,284$1.4M0.44%-23,89113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC22,920$1.38M0.01%+7,26113F-HRTimeline
Comprehensive Financial Consultants Ins…22,702$1.37M0.41%-4,65913F-HRTimeline
AdvisorNet Financial, Inc22,568$1.36M0.07%-1,51713F-HRTimeline
Global Financial Private Client, LLC22,524$1.36M0.48%-28713F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC22,444$1.35M0.23%13F-HRTimeline
Trivium Point Advisory, LLC22,326$1.34M0.14%+2,34013F-HRTimeline
HAZLETT, BURT & WATSON, INC.22,171$1.34M0.43%+26013F-HRTimeline
GLOBALT Investments LLC / GA22,220$1.34M0.05%-40713F-HRTimeline
Meridian Wealth Management, LLC21,996$1.32M0.05%-4,43213F-HRTimeline
BankPlus Trust Departmentgroup of 2 filers holding21,854$1.31M-598Timeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC21,824$1.31M<0.01%-3,57213F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC21,552$1.3M0.07%-5013F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.21,522$1.29M0.3%-277,53913F-HRTimeline
Dana Investment Advisors, Inc.21,382$1.29M0.04%-9,21513F-HRTimeline
Sloy Dahl & Holst, LLC21,351$1.28M0.15%+51813F-HRTimeline
Wellspring Financial Advisors, LLC21,261$1.28M0.1%new13F-HRTimeline
Avidian Wealth Enterprises, LLC20,903$1.26M0.05%-15,60013F-HRTimeline
EP Wealth Advisors, LLC20,880$1.26M0.01%13F-HRTimeline
Allie Family Office LLC20,764$1.25M0.58%013F-HRTimeline
Stonebridge Financial Group, LLC / MO20,747$1.25M1.08%13F-HRTimeline
TruWealth Advisors, LLC20,712$1.25M0.06%-3,01813F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC20,286$1.22M0.27%-6,22313F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC20,277$1.22M0.15%-3413F-HRTimeline