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US CASH COWS 100 (fund)

872 managers (883 13F filers) reported a position in COWZ shares at 2026-03-31, 193,113,380 shares in all. 84 filers opened a position and 55 filers sold out during the quarter.

Managers
872
13F filers
883
New
84
Added
345
Reduced
339
Sold out
55
Shares held by filers
193,113,380

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
EPG Wealth Management LLC87,959$5.5M1.49%+28913F-HRTimeline
Aspire Capital Advisors LLC87,326$5.46M1.23%-1,50213F-HRTimeline
HighPoint Advisor Group LLC86,333$5.4M0.23%+3,42913F-HRTimeline
CMC Financial Group85,761$5.37M10.87%+2,36613F-HRTimeline
Aptus Capital Advisors, LLC85,478$5.35M0.04%-1,82713F-HRTimeline
WEDBUSH SECURITIES INC80,490$5.04M0.15%-93713F-HRTimeline
Lunt Capital Management, Inc.79,802$4.99M1.92%+62013F-HRTimeline
ODonnell Financial Services, LLC79,311$4.96M1.71%-1,35813F-HRTimeline
Bedel Financial Consulting, Inc.77,825$4.87M0.56%+9013F-HRTimeline
Strategic Family Wealth Counselors, L.L…77,370$4.84M1.27%-1,18213F-HRTimeline
LifeWealth Investments, LLC77,118$4.82M1.44%+14,11113F-HRTimeline
UNIQUE WEALTH, LLC76,910$4.81M0.67%-17,88613F-HRTimeline
BCS Wealth Management76,580$4.79M0.98%-77,51213F-HRTimeline
FAGAN ASSOCIATES, INC.74,822$4.68M0.65%-1,53413F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…72,194$4.52M0.09%+86513F-HRTimelineGroup
Cresset Asset Management, LLC72,008$4.5M0.02%+9,63113F-HRTimeline
Financial Guidance Group, Inc.69,305$4.34M1.74%-1,80713F-HRTimeline
Lodestone Wealth Management LLC69,171$4.33M1.71%+2,85313F-HR/ATimeline
Allworth Financial LP68,982$4.32M0.02%-7,34713F-HRTimeline
Commerce Advisors, LLC68,910$4.31M3.62%13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC68,748$4.3M0.01%+1,98613F-HRTimelineGroup
OakTrust Wealth Advisors, LLC68,357$4.28M3.89%+2,21713F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC67,849$4.24M0.02%-42,48313F-HRTimelineGroup
Cauble & Harre Wealth Management, Inc.67,190$4.24M3.38%-9,88213F-HRTimeline
SCS Capital Management LLC67,574$4.23M0.04%-33,05413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC67,067$4.2M0.11%+4,49813F-HRTimelineGroup
Fortis Capital Management LLC65,221$4.08M0.55%+9,85613F-HRTimeline
Farther Finance Advisors, LLC65,408$4.08M0.04%+8,54813F-HRTimeline
Perigon Wealth Management, LLC65,113$4.07M0.07%-3,22713F-HRTimeline
Waverly Advisors, LLC65,035$4.07M0.03%-27,85513F-HRTimeline
Per Stirling Capital Management, LLC.64,879$4.06M0.45%+22213F-HRTimeline
ARQ WEALTH ADVISORS, LLC64,729$4.05M0.73%+4,38913F-HRTimeline
RiverTree Advisors, LLC64,492$4.03M2.56%-74513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC64,309$4.02M0.02%+41,38913F-HRTimeline
American Alpha Advisors, LLC63,843$3.99M2.33%-24,87513F-HRTimeline
SMITH, MOORE & CO.62,663$3.92M0.29%-6,81813F-HRTimeline
JBR Co Financial Management Inc64,568$3.89M1.63%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC61,962$3.88M<0.01%-37,69213F-HRTimelineGroup
USAdvisors Wealth Management, LLC62,516$3.87M1.29%-15,69713F-HRTimeline
Post Resch Tallon Group Inc.61,914$3.87M3.13%+1,91013F-HRTimeline
Symphony Financial Services, Inc.61,354$3.84M1.97%-10,73313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp60,545$3.79M<0.01%+30513F-HRTimelineGroup
Medallion Wealth Advisors, LLC60,006$3.75M1.23%+1,50013F-HRTimeline
First PREMIER Bank58,612$3.67M0.85%-6,80013F-HRTimeline
Tactive Advisors, LLC58,198$3.64M1.03%+41,85013F-HRTimeline
Sandbox Financial Partners, LLC57,950$3.63M1.02%+7,42713F-HRTimeline
Fairscale Capital, LLC57,553$3.6M2.49%-43213F-HRTimeline
FMR LLCin group FMR LLC57,476$3.6M<0.01%+25,79013F-HRTimelineGroup
Apollon Wealth Management, LLCgroup of 2 filers holding57,422$3.59M+1,723Timeline
MONEYWISE, INC.57,403$3.59M1.57%-14,11113F-HRTimeline
Golden State Wealth Management, LLC56,807$3.55M0.39%-5,01213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management56,478$3.53M0.04%+2,55913F-HRTimelineGroup
Atria Investments, Inc56,349$3.53M0.04%-4,51213F-HRTimeline
Bullock Wealth Management Group55,526$3.46M1.74%-2,39513F-HRTimeline
Davis Investment Partners, LLC55,238$3.46M1.22%+17,32813F-HRTimeline
Cornerstone Wealth Management, LLC54,424$3.4M0.17%+1,23913F-HRTimeline
Betterment LLC54,175$3.39M0.01%+58113F-HRTimeline
Cassady Wealth & Retirement Planning, L…53,233$3.38M1.75%+3,12613F-HRTimeline
Madison Park Capital Advisors, LLC53,854$3.37M2.65%+1,03713F-HRTimeline
Z3 Capital Partners, LLC53,731$3.36M0.85%-58513F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC53,490$3.35M0.27%-4,53813F-HRTimeline
WNY Asset Management, LLC53,466$3.34M0.35%13F-HRTimeline
TrueWealth Advisors, LLC53,440$3.34M0.84%+1,61713F-HRTimeline
Belpointe Asset Management LLC53,168$3.33M0.12%+9,23813F-HRTimeline
ONE PLUS ONE WEALTH MANAGEMENT, LLC52,990$3.32M1.4%-4,10613F-HRTimeline
Valtinson Bruner Financial Planning LLC52,788$3.3M0.91%+1,03413F-HRTimeline
Fortis Advisors, LLC52,459$3.28M1.64%+13,80213F-HRTimeline
Broadleaf Partners, LLC52,064$3.26M0.76%-1,46013F-HRTimeline
Integrated Wealth Concepts LLC51,997$3.25M0.03%+4,25013F-HRTimeline
Advyzon Investment Management, LLC51,774$3.24M0.29%+46,82113F-HRTimeline
VVR Holdings LLC50,956$3.19M1.65%+4,50813F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding50,386$3.15M+2,982Timeline
Ankerstar Wealth, LLC50,112$3.14M3.31%+7,31613F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.50,068$3.13M<0.01%-1,05713F-HRTimelineGroup
Petros Family Wealth, LLC49,883$3.12M2.22%+4,49313F-HRTimeline
Fortis Group Advisors, LLC48,317$3.07M0.51%new13F-HRTimeline
Pine Valley Investments Ltd Liability Co48,057$3.01M0.15%-3,77213F-HRTimeline
Stillwater Wealth Management Group46,752$2.92M1.81%+11,80813F-HRTimeline
OneDigital Investment Advisors LLC46,741$2.92M0.03%new13F-HRTimeline
Firestone Capital Management46,723$2.92M0.61%-3,80313F-HRTimeline
SIMON QUICK ADVISORS, LLC46,348$2.9M0.13%+42,61213F-HRTimeline
Breachway Investments LLC46,014$2.87M2.75%+87413F-HRTimeline
Glen Eagle Advisors, LLC45,492$2.85M0.4%-3,33413F-HRTimeline
Smith Thornton Advisors LLC45,409$2.84M1.43%-3613F-HRTimeline
Paragon Private Wealth Management, LLC45,141$2.82M0.88%+26613F-HRTimeline
Copia Wealth Management44,869$2.81M1.93%-22,62613F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.44,609$2.78M0.06%+20,00013F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.44,220$2.77M0.15%-87,02213F-HRTimelineGroup
Vavra Capital Management, LLC44,126$2.76M2.68%+2,58913F-HRTimeline
OPINICUS CAPITAL, INC.44,053$2.76M1.94%+89213F-HRTimeline
Waycross Investment Management Co43,573$2.73M2.6%new13F-HRTimeline
Swisher Financial Concepts, Inc.43,053$2.69M1.51%-52813F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO42,681$2.67M0.01%013F-HRTimelineGroup
WealthTrak Capital Management LLC42,442$2.66M1.9%+95413F-HRTimeline
Valmark Advisers, Inc.42,339$2.65M0.03%+6,06513F-HRTimeline
B. Riley Wealth Advisors, Inc.42,723$2.64M0.17%+12,63213F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC41,422$2.59M0.11%+3,71413F-HRTimeline
Western Wealth Management, LLC41,370$2.59M0.1%-7,67713F-HR/ATimeline
KMG FIDUCIARY PARTNERS, LLC41,027$2.57M0.19%+59013F-HRTimeline
ATLANTIC FAMILY WEALTH, LLC40,816$2.55M1.84%+1,31213F-HRTimeline
Stegent Equity Advisors, Inc.40,600$2.54M2.16%+35,47313F-HRTimeline
Centurion Wealth Management LLC39,844$2.49M0.56%+3,14113F-HRTimeline
Creative Planningin group Creative Planning39,790$2.49M<0.01%+3,18813F-HRTimelineGroup
Natixis Investment Managersgroup of 2 filers holding39,458$2.47M+23,348Timeline
Wilkerson Advisory Group LLC39,450$2.47M0.85%-484,70213F-HRTimeline
Ellis Investment Partners, LLC39,107$2.45M0.42%-1,18813F-HRTimeline
Savvy Advisors, Inc.38,425$2.4M0.06%+3,99913F-HRTimeline
High Net Worth Advisory Group LLC38,002$2.38M0.55%+20513F-HRTimeline
Cyndeo Wealth Partners, LLC37,931$2.37M0.12%+26,59113F-HRTimeline
HB Wealth Management, LLC37,761$2.36M0.02%+2,07713F-HRTimeline
NCM Capital Management, LLC37,341$2.34M0.84%-44313F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.37,317$2.33M0.1%+86013F-HRTimeline
Pasadena Private Wealth, LLC37,020$2.32M0.32%-84313F-HRTimeline
Galvin, Gaustad & Stein, LLC36,995$2.31M0.19%new13F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC37,183$2.31M0.13%-11,26713F-HR/ATimeline
Atlas Wealth Partners, LLC36,135$2.26M2.32%+21713F-HRTimeline
McKinley Carter Wealth Services, Inc.35,953$2.25M0.13%-26613F-HRTimeline
Trademark Financial Management, LLC35,534$2.22M1.09%+75213F-HRTimeline
PEAK FINANCIAL ADVISORS LLC34,948$2.19M0.97%new13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC34,527$2.16M0.04%-5,93713F-HRTimeline
Brio Consultants, LLC33,714$2.15M0.26%-1,63613F-HRTimeline
QTR Family Wealth, LLC34,575$2.14M0.89%-11813F-HRTimeline
Evolution Wealth Advisors, LLC33,978$2.13M0.22%-23013F-HRTimeline
Patriot Financial Group Insurance Agenc…33,946$2.12M0.12%+16,14713F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding33,911$2.12M+28,095Timeline
FIDELIS CAPITAL PARTNERS, LLC33,730$2.11M0.15%-13,24413F-HRTimeline
J2 Capital Management Inc33,690$2.11M1.45%new13F-HRTimeline
GTS SECURITIES LLC33,232$2.08M0.07%+24,04413F-HRTimeline
Heritage Wealth Management, Inc.33,177$2.08M1.03%-3713F-HRTimeline
Compass Ion Advisors, LLC33,029$2.07M0.2%+2,30713F-HRTimeline
ERn Financial, LLC32,608$2.04M0.38%-32813F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…32,702$2.04M0.14%-5,51113F-HRTimeline
GWN SECURITIES INC.32,547$2.04M0.39%-2,12113F-HRTimeline
STAPP WEALTH MANAGEMENT, PLLC32,329$2.02M2.58%+49213F-HRTimeline
SigFig Wealth Management, LLC32,046$2M0.06%new13F-HRTimeline
Davidson Kahn Capital Management, LLC30,859$1.97M1.05%new13F-HRTimeline
Venture Visionary Partners LLC31,474$1.97M0.07%-1,01813F-HRTimeline
OFC FINANCIAL PLANNING, LLC31,442$1.97M1.93%-16713F-HRTimeline
Goldstein Advisors, LLC31,239$1.95M0.22%+49113F-HRTimeline
Ashton Thomas Private Wealth, LLC30,479$1.91M0.05%+1,73613F-HRTimeline
Smart Portfolios, LLC30,352$1.9M1.89%+47213F-HRTimeline
Hudock, Inc.30,278$1.89M0.28%-20,58013F-HRTimeline
SFI Advisors, LLC29,898$1.87M1.96%-17,75313F-HRTimeline
PCG Wealth Advisors, LLC29,711$1.86M0.47%-63613F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC29,728$1.85M0.28%+53613F-HRTimeline
PRIVATE TRUST CO NA29,527$1.85M0.16%+56313F-HRTimeline
HF Advisory Group, LLC29,456$1.84M0.63%+1,70113F-HRTimeline
Foundations Investment Advisors, LLC29,450$1.84M0.02%-54613F-HRTimeline
DIVERSIFIED TRUST CO29,448$1.84M0.03%-3,33513F-HRTimeline
Capital Investment Advisory Services, L…29,347$1.84M0.13%-14,67213F-HRTimeline
IAM Advisory, LLC28,974$1.81M0.41%-66413F-HRTimeline
Focus Financial Network, Inc.28,838$1.8M0.06%-1,40713F-HRTimeline
National Wealth Management Group, LLC28,755$1.8M0.67%-3,86513F-HRTimeline
Trilogy Capital Inc.28,727$1.8M0.08%-55613F-HRTimeline
Oder Investment Management, LLC28,672$1.79M1.38%+1,34413F-HRTimeline
Coquina Private Wealth LLC27,812$1.74M1.4%-5,34713F-HRTimeline
Gateway Wealth Partners, LLC27,791$1.74M0.07%+16,20913F-HRTimeline
Investment Partners Asset Management, I…27,710$1.73M1.07%-73913F-HRTimeline
Paragon Advisors, LLC27,459$1.72M0.46%-3,86313F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd27,324$1.71M0.03%-3,05613F-HRTimelineGroup
Unified Investment Management27,266$1.71M1.76%+3613F-HRTimeline
PKS Advisory Services, LLC26,927$1.68M0.39%-13,41613F-HRTimeline
Gladstone Institutional Advisory LLC26,880$1.68M0.06%-48813F-HRTimeline
Main Street Financial Solutions, LLC26,787$1.68M0.12%+1,15113F-HRTimeline
Annex Advisory Services, LLC26,513$1.66M0.03%-7,75713F-HRTimeline
Echo Wealth Management, LLC25,811$1.61M0.93%-23,65813F-HRTimeline
Colonial River Investments, LLC25,624$1.6M0.57%+8,59513F-HRTimeline
TCFG Investment Advisors, LLCgroup of 2 filers holding25,550$1.6M+13,335Timeline
Next Level Private LLC25,220$1.58M0.36%-7,44613F-HRTimeline
Quantinno Capital Management LP25,203$1.58M<0.01%+12,29413F-HRTimeline
Meridian Wealth Management, LLC25,193$1.58M0.06%+3,19713F-HRTimeline
Compass Advisory Group LLC25,119$1.57M0.42%+1,13313F-HRTimeline
Snowden Capital Advisors LLC24,985$1.56M0.04%-2,18413F-HRTimeline
Sowell Financial Services LLC24,868$1.56M0.06%+1,27313F-HRTimeline
Signature Equity Partners, LLC24,865$1.56M0.83%-2,98513F-HRTimeline
Verity Asset Management, Inc.24,229$1.52M0.64%+49013F-HRTimeline
Insight Wealth Partners, LLC24,186$1.51M0.61%-1,15613F-HRTimeline
PRIVATE CLIENT SERVICES, LLC24,128$1.51M0.45%+84413F-HRTimeline
IFS Group,LLC24,075$1.51M1.34%13F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC23,912$1.5M0.11%-32,35413F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding23,538$1.48M-1,453Timeline
Mayfair Advisory Group, LLC23,385$1.46M0.51%-7,35313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\23,214$1.45M<0.01%-12,39313F-HRTimelineGroup
White Knight Strategic Wealth Advisors,…23,130$1.45M1.22%-3,76013F-HRTimeline
FSA WEALTH PARTNERS, INC.23,022$1.44M0.68%+11,59713F-HRTimeline
WORLD EQUITY GROUP, INC.22,844$1.43M0.37%-4,75213F-HRTimeline
HAZLETT, BURT & WATSON, INC.22,765$1.43M0.45%+59413F-HRTimeline
Lewis Asset Management, LLC22,633$1.42M0.58%+10,24513F-HRTimeline
Avidian Wealth Enterprises, LLC22,630$1.42M0.04%+1,72713F-HRTimeline
Global Financial Private Client, LLC22,394$1.4M0.46%-13013F-HRTimeline
BankPlus Trust Departmentgroup of 2 filers holding22,322$1.4M+468Timeline
GLOBALT Investments LLC / GA22,068$1.38M0.05%-15213F-HRTimeline
Stonebridge Financial Group, LLC / MO22,055$1.38M1.16%+1,30813F-HRTimeline
Comprehensive Financial Consultants Ins…21,988$1.38M0.41%-71413F-HRTimeline
ROTHSCHILD INVESTMENT LLC21,603$1.35M0.07%+5113F-HRTimeline
Allie Family Office LLC21,554$1.35M0.59%+79013F-HR/ATimeline
AE Wealth Management LLC21,450$1.34M0.01%+5,20713F-HRTimeline
Sloy Dahl & Holst, LLC21,351$1.34M0.18%013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …21,126$1.32M0.08%+4,72813F-HRTimeline
Strategic Equity Management21,046$1.32M0.49%-7,23613F-HRTimeline