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US CASH COWS 100 (fund)

854 managers (864 13F filers) reported a position in COWZ shares at 2026-06-30, 186,271,837 shares in all. 41 filers opened a position and 57 filers sold out during the quarter.

Managers
854
13F filers
864
New
41
Added
331
Reduced
375
Sold out
57
Shares held by filers
186,271,837

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Vivid Wealth Management, LLC20,158$1.25M0.44%+23313F-HRTimeline
KOM Wealth Management Group, LLC20,090$1.25M0.76%+3,70113F-HRTimeline
Powers Advisory Group, LLC19,953$1.24M0.39%-35813F-HRTimeline
AdvisorNet Financial, Inc19,842$1.23M0.06%-1,05213F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC19,570$1.22M0.18%-1,46713F-HRTimeline
LEGACY CAPITAL WEALTH MANAGEMENT, LLC19,427$1.21M0.56%-54513F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.19,132$1.2M<0.01%+15,73513F-HRTimelineGroup
BigSur Wealth Management LLC19,155$1.19M0.29%013F-HRTimeline
Empire Financial Management Company, LLC19,100$1.19M0.47%-6713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\19,057$1.19M<0.01%-4,15713F-HRTimelineGroup
Garden State Investment Advisory Servic…18,760$1.17M0.23%-30213F-HRTimeline
Brookwood Investment Group LLC18,749$1.17M0.14%+9,77213F-HRTimeline
PRIVATE CLIENT SERVICES, LLC18,671$1.16M0.3%-5,45713F-HRTimeline
Wealthspire Advisors, LLC18,592$1.16M0.01%+14,92613F-HRTimeline
Insight Wealth Partners, LLC18,536$1.15M0.15%-5,65013F-HRTimeline
Key Client Fiduciary Advisors, LLC18,509$1.15M0.34%+1,73713F-HRTimeline
Tripletail Wealth Management, LLC18,027$1.15M1.32%-70013F-HRTimeline
Trivium Point Advisory, LLC18,478$1.15M0.1%new13F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC18,121$1.13M0.22%-1,21913F-HRTimeline
EP Wealth Advisors, LLC18,007$1.12M<0.01%-1,67913F-HRTimeline
Monetary Solutions, Ltd17,941$1.12M0.96%+913F-HRTimeline
RFG Advisory, LLC17,830$1.11M0.02%+10,06713F-HRTimeline
Canvas Wealth Advisors, LLC17,749$1.1M0.15%+1,28813F-HRTimeline
Sovran Advisors, LLC16,087$1.09M0.08%+59813F-HRTimeline
Flagship Capital Management Inc.17,270$1.07M0.68%+11513F-HRTimeline
Dana Investment Advisors, Inc.17,167$1.07M0.03%-2,91813F-HRTimeline
Mayfair Advisory Group, LLC16,374$1.06M0.32%-7,01113F-HRTimeline
Patriot Financial Group Insurance Agenc…16,923$1.05M0.11%-17,02313F-HRTimeline
BlueStem Wealth Partners, LLC16,820$1.05M0.1%+86113F-HRTimeline
VICUS CAPITAL16,810$1.05M0.07%-2,21013F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC16,643$1.04M0.07%+1,60013F-HRTimelineGroup
Investor's Fiduciary Advisor Network, L…16,592$1.03M0.35%-4,22913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC16,568$1.03M<0.01%+11,88413F-HRTimelineGroup
Dedeker Financial LLC16,377$1.02M0.58%-2,94113F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.16,225$1.01M0.17%-3,20913F-HRTimeline
5T Wealth, LLC16,140$1M0.37%+78613F-HRTimeline
Cypress Wealth Services, LLC16,097$1M0.12%-9613F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD15,722$978K0.13%-8113F-HRTimeline
Wellspring Financial Advisors, LLC15,482$964K0.06%+6613F-HRTimeline
Nilsine Partners, LLC14,996$933K0.06%-68713F-HRTimeline
Revisor Wealth Management LLC14,914$928K0.22%+18413F-HRTimeline
Alchemi Wealth, LLC14,904$927K0.43%-2,05713F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.14,843$923K0.23%new13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP14,745$917K<0.01%+38013F-HRTimelineGroup
Braeburn Wealth Management LLC14,591$908K0.39%-3013F-HRTimeline
Vestmark Advisory Solutions, Inc.14,476$900K0.01%-2,07613F-HRTimeline
BEAM WEALTH ADVISORS, INC.14,345$892K0.2%-31013F-HR/ATimeline
Sound View Wealth Advisors Group, LLC14,323$891K0.06%-2,78513F-HRTimeline
BARRETT & COMPANY, INC.14,312$890K0.25%+113F-HRTimeline
Rubicon Advisors, GP14,204$884K0.64%-1,96413F-HRTimeline
Sageworth Trust Co14,190$883K0.03%013F-HRTimeline
RASP WEALTH SOLUTIONS, LLC14,087$876K0.29%13F-HRTimeline
Avantax Planning Partners, Inc.13,933$867K0.02%-2,32313F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC13,918$866K0.64%+1113F-HRTimeline
Lighthouse Financial LLC13,912$865K0.45%+1,08613F-HRTimeline
Realta Investment Advisors13,902$865K0.27%+10,83413F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC13,895$864K0.27%-1,40913F-HRTimeline
CPWA, LLC13,826$860K1%+11413F-HRTimeline
Beacon Pointe Advisors, LLC13,806$859K<0.01%-1,84113F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC13,750$855K0.01%+3,63713F-HRTimeline
ROMAN BUTLER FULLERTON & CO13,523$855K0.2%+2,16413F-HRTimeline
HICKS CAPITAL MANAGEMENT LLC13,704$852K0.7%-1613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC13,643$849K0.02%-2,12113F-HRTimelineGroup
Vertex Planning Partners, LLC13,583$845K0.13%+313F-HRTimeline
OxenFree Capital LLC13,146$845K0.39%+56513F-HRTimeline
AMG Asset Management Group, Inc.13,568$844K0.53%-5,18713F-HRTimeline
Harbor Asset Planning, Inc.13,518$841K0.63%-92613F-HRTimeline
Ritter Daniher Financial Advisory LLC /…13,451$837K0.13%-99213F-HRTimeline
Total Clarity Wealth Management, Inc.13,403$834K0.16%-4,59913F-HRTimeline
Guardian Asset Advisors, LLC13,193$821K0.38%+15513F-HRTimeline
Cooper Financial Group13,056$812K0.07%-1,10613F-HRTimeline
Balentine LLC12,908$803K0.03%013F-HRTimeline
RMR Wealth Builders12,894$802K0.05%new13F-HRTimeline
INTEGRITY ALLIANCE, LLC.12,883$801K0.03%-92613F-HRTimeline
SlateStone Wealth, LLC12,706$790K0.06%-1,53413F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …12,636$786K0.04%-8,49013F-HRTimeline
SCS Capital Management LLC12,590$783K0.01%-54,98413F-HRTimeline
AMERIFLEX GROUP, INC.12,585$783K0.32%+4,52013F-HRTimeline
Mutual Advisors, LLC12,448$774K0.01%-25513F-HRTimeline
Autumn Glory Partners, LLC12,434$773K0.22%-1413F-HRTimeline
Dynamic Advisor Solutions LLC12,422$773K0.02%+12513F-HRTimeline
WCG Wealth Advisors LLC12,395$771K0.02%-89013F-HRTimeline
Tyche Wealth Partners LLC12,373$770K0.11%+13513F-HRTimeline
Cairn Investment Group, Inc.12,370$769K0.34%+53513F-HRTimeline
CFS Investment Advisory Services, LLC12,019$767K0.05%+1,02613F-HRTimeline
Ranch Capital Advisors Inc.12,325$767K0.24%+3,06413F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC12,318$766K0.01%-26413F-HRTimelineGroup
TCFG Investment Advisors, LLCin group TCFG Investment Advisors, LLC12,095$762K0.26%-68013F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED12,245$762K0.05%-2,58813F-HRTimeline
Commonwealth Financial Services, LLC12,214$760K0.1%-96613F-HRTimeline
Long Island Wealth Management, Inc.12,192$758K0.31%013F-HRTimeline
Sierra Capital LLC12,088$752K0.07%-21213F-HRTimeline
Keystone Financial Group11,989$746K0.04%+93913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC11,809$735K<0.01%-56,04013F-HRTimelineGroup
Front Row Advisors LLC10,403$731K0.21%+23313F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC11,555$719K0.04%+7513F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.11,500$715K0.25%013F-HRTimeline
Claro Advisors Inc.11,407$710K0.07%-1,30513F-HRTimeline
MWA Asset Management11,228$698K0.32%-9413F-HRTimeline
ProVise Management Group, LLC11,169$695K0.05%+7613F-HRTimeline
ARWA LLC10,651$694K0.29%-5,34513F-HRTimeline
Ballast Rock Private Wealth LLC11,126$692K0.32%+313F-HRTimeline
VISTA INVESTMENT PARTNERS LLC11,081$689K0.17%+20713F-HRTimeline
LaSalle St. Investment Advisors, LLC11,068$688K0.08%-21713F-HRTimeline
Berger Financial Group, Inc11,048$687K0.04%+22313F-HRTimeline
MMA ASSET MANAGEMENT LLC10,996$684K0.22%-32613F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC10,973$683K0.01%+2,89513F-HRTimelineGroup
CHANNEL WEALTH LLC10,960$682K0.15%-50013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC10,835$674K0.03%+84413F-HRTimeline
Colonial River Investments, LLC10,675$664K0.19%-14,94913F-HRTimeline
FWG Holdings, LLC10,226$664K0.23%-20413F-HRTimeline
Sonoma Allocations LLC10,488$662K0.21%-4,62213F-HRTimeline
BNB Wealth Management, LLC10,629$661K0.36%-2513F-HRTimeline
Cornerstone Planning Group LLC10,188$656K0.08%-27713F-HRTimeline
Hofer & Associates. Inc10,419$648K0.31%-15313F-HRTimeline
Allie Family Office LLC10,374$645K0.24%-11,18013F-HR/ATimeline
Rothschild Capital Partners, LLC10,335$643K0.14%+3,54413F-HRTimeline
Chicago Wealth Management, Inc.10,220$636K0.23%-12313F-HRTimeline
TAGStone Capital, Inc.10,210$635K0.2%-37713F-HRTimeline
N.E.W. Advisory Services LLC10,182$633K0.04%+3213F-HRTimeline
CHOREO, LLC10,143$631K0.01%-6413F-HRTimeline
Millstone Evans Group, LLC10,139$631K0.34%-1,79013F-HRTimeline
Gaddis Premier Wealth Advisors LLC10,010$623K0.38%-3313F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC10,000$622K0.05%013F-HRTimeline
BCGM Wealth Management, LLC9,899$616K0.13%+1,36313F-HRTimeline
Avior Wealth Management, LLC9,887$615K0.02%-1,38213F-HRTimeline
Centerpoint Advisory Group9,857$613K0.39%-94313F-HRTimeline
Secure Asset Management, LLC9,820$611K0.09%+1,27913F-HRTimeline
Centric Wealth Management9,654$611K0.09%013F-HRTimeline
LANARK FINANCIAL, INC.9,715$604K0.04%+5513F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC9,671$602K0.03%-52213F-HRTimeline
Bravias Capital Group, LLC9,671$602K0.36%+1113F-HRTimeline
Gateway Wealth Partners, LLC9,565$595K0.04%-18,22613F-HRTimeline
Madison Wealth Partners, Inc9,535$593K0.08%-57913F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…9,496$591K0.01%+76413F-HRTimelineGroup
Lionsbridge Wealth Management LLC9,413$585K0.57%-47913F-HRTimeline
Vann Equity Management LLC9,408$585K0.36%+25913F-HRTimeline
Windsor Advisory Group, LLC9,388$584K0.42%-8,00013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…9,335$581K<0.01%+40413F-HRTimelineGroup
MSH Capital Advisors LLC9,290$578K0.1%+3,49213F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC9,267$576K0.1%-78713F-HRTimeline
Signal Advisors Wealth, LLC9,260$576K0.03%-7,16713F-HRTimeline
Capstone Wealth Management Group, Inc.in group Capstone Wealth Management Gr…9,205$573K0.35%13F-HRTimelineGroup
GSG Advisors LLC9,204$572K0.13%+8113F-HRTimeline
WealthCare Investment Partners, LLC9,181$571K0.14%+8213F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC9,145$569K0.09%-20113F-HRTimeline
LexAurum Advisors, LLC9,072$564K0.07%+113F-HRTimeline
Provident Living Financial Services, In…9,066$564K0.56%+57413F-HRTimeline
IMA Advisory Services, Inc.9,057$563K0.04%new13F-HRTimeline
Global Assets Advisory, LLC8,933$563K0.12%+4,52613F-HRTimeline
Diligent Investors, LLC9,025$561K0.13%013F-HRTimeline
PFG Investments, LLC8,967$558K0.02%-61513F-HRTimeline
Bay Rivers Group8,946$556K0.19%+66113F-HRTimeline
Heck Capital Advisors, LLC8,939$556K0.03%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.8,867$552K0.04%-1,26513F-HRTimelineGroup
IFS Group,LLC8,775$546K0.75%-15,30013F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC8,769$545K0.16%-1,10113F-HRTimeline
Balefire, LLC8,761$545K0.09%-86913F-HRTimeline
IVC Wealth Advisors LLC8,707$542K0.21%-4,02713F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…8,640$537K0.01%new13F-HRTimelineGroup
NOVEM GROUP8,634$537K0.05%-47413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/8,536$531K<0.01%-3,16713F-HRTimelineGroup
Financial Engines Advisors L.L.C.8,508$529K<0.01%+15913F-HRTimeline
Hilton Head Capital Partners, LLC8,504$529K0.27%+1113F-HRTimeline
Opal Wealth Advisors, LLC8,466$527K0.11%-22513F-HRTimeline
Jacksonville Wealth Management, LLC8,452$526K0.3%+113F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC8,428$524K0.1%-89013F-HRTimeline
M3 Advisory Group, LLC8,395$522K0.27%+27313F-HRTimeline
Innovative Asset Advisors Group, LLC8,382$521K0.23%+1,17613F-HRTimeline
Vise Technologies, Inc.8,309$517K0.01%new13F-HRTimeline
Kraft, Davis & Associates, LLC8,101$516K0.11%-43913F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC8,287$515K0.28%-67313F-HRTimeline
Tranquility Partners, LLC8,179$509K0.18%-48213F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC8,091$506K0.06%013F-HRTimeline
Grant Street Asset Management, Inc.8,084$503K0.08%+713F-HRTimeline
MBE Wealth Management, LLC8,046$500K0.18%-41113F-HRTimeline
Glass Jacobson Investment Advisors llc8,031$500K0.16%-13613F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group8,000$498K0.05%013F-HRTimelineGroup
Maridea Wealth Management LLC7,958$495K0.05%+12713F-HRTimeline
UPTICK PARTNERS, LLC7,909$492K0.08%+17913F-HRTimeline
NTV Asset Management LLC7,875$490K0.05%013F-HRTimeline
FIDUCIENT ADVISORS LLC7,856$489K0.07%+8613F-HRTimeline
Prepared Retirement Institute LLC7,775$484K0.21%+1113F-HRTimeline
Intrepid Financial Planning Group LLC7,634$475K0.16%+8813F-HRTimeline
Clark Asset Management, LLC7,623$474K0.04%+2,95013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC7,592$472K<0.01%+1,71313F-HRTimelineGroup
Avantra Family Wealth, Inc.7,569$471K0.3%+6913F-HRTimeline
Odyssey Capital Advisors, Inc.7,479$465K0.33%-29013F-HRTimeline
ETF Store, Inc.7,401$460K0.39%+9713F-HRTimeline
Tortuga Wealth Management, Inc7,394$460K0.35%-30013F-HRTimeline
TIAAgroup of 2 filers holding7,318$455K+3,466Timeline
Accurate Wealth Management, LLC7,068$453K0.04%+97613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management7,263$452K0.01%+1,54413F-HRTimelineGroup
Teamwork Financial Advisors, LLC7,231$450K0.04%-1,47013F-HRTimeline
Koshinski Asset Management, Inc.7,201$448K0.02%-4813F-HRTimeline
BKM Wealth Management, LLC7,189$447K0.16%-2,55513F-HRTimeline
North Capital, Inc.7,135$444K0.34%+1,41013F-HRTimeline
Perissos Private Wealth Management, LLC7,114$442K0.3%+3,37513F-HRTimeline
Welch Financial Planning, LLC7,067$440K0.26%-4213F-HRTimeline
Next Level Wealth Planning, LLC7,035$438K0.19%+5313F-HRTimeline