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Disclosery

COWZ PACER FDS TR

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US CASH COWS 100 (fund)

834 managers (841 13F filers) reported a position in COWZ shares at 2025-03-31, 294,869,504 shares in all. 65 filers opened a position and 69 filers sold out during the quarter.

Managers
834
13F filers
841
New
65
Added
387
Reduced
312
Sold out
69
Shares held by filers
294,869,504

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Summit Wealth Partners, LLC32,293$1.77M0.36%-1,28213F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…32,286$1.77M0.05%+1,55213F-HRTimelineGroup
OFC FINANCIAL PLANNING, LLC32,129$1.76M1.99%+50113F-HRTimeline
ZEGA Investments, LLC31,917$1.75M0.51%+11,83613F-HRTimeline
ORG Partners LLC31,877$1.74M0.43%-18,88613F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …33,361$1.73M0.11%-53113F-HRTimelineGroup
49 WEALTH MANAGEMENT, LLC31,439$1.72M0.21%-7,28813F-HRTimeline
Creekmur Asset Management LLC31,343$1.72M0.36%+15013F-HRTimeline
Intrepid Financial Planning Group LLC31,298$1.71M0.79%-1,40713F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC31,199$1.71M0.16%-7,74513F-HR/ATimeline
Secure Asset Management, LLC30,954$1.7M0.34%-11,63313F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC30,930$1.69M0.14%-3,18913F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC30,596$1.68M0.43%-1,93413F-HRTimelineGroup
Compass Ion Advisors, LLC30,541$1.67M0.2%+5613F-HRTimeline
Gladstone Institutional Advisory LLC30,499$1.67M0.08%-9,89813F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC30,256$1.66M0.35%+15,15213F-HRTimeline
New England Private Wealth Advisors LLC30,170$1.65M0.26%+24813F-HRTimeline
NWAM LLC29,952$1.64M0.14%-54,64313F-HRTimeline
Oder Investment Management, LLC29,905$1.64M1.39%+2,36313F-HRTimeline
Valmark Advisers, Inc.29,845$1.63M0.02%+1,35013F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.28,780$1.58M0.44%+2,57113F-HRTimeline
MTM Investment Management, LLC28,756$1.57M0.61%-1,75213F-HRTimeline
SlateStone Wealth, LLC28,623$1.57M0.16%-1,96513F-HRTimeline
Coastline Trust Co28,384$1.55M0.19%-7,69213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
White Knight Strategic Wealth Advisors,…27,756$1.52M1.4%-28,41013F-HRTimeline
HB Wealth Management, LLC27,430$1.5M0.01%+2,33613F-HRTimeline
HAZLETT, BURT & WATSON, INC.27,370$1.5M0.67%-69713F-HRTimeline
Investment Partners Asset Management, I…27,311$1.5M1.17%-3,27113F-HRTimeline
Sepio Capital, LP27,309$1.5M0.12%-142,28813F-HRTimeline
Scarborough Advisors, LLC27,282$1.49M0.21%+3,75013F-HRTimeline
Ballew Advisors, Inc29,904$1.49M1%-4,50513F-HRTimeline
Unified Investment Management27,153$1.49M1.76%-1,07213F-HRTimeline
Nova Wealth Management, Inc.26,940$1.48M1.27%-3,88413F-HR/ATimeline
GLOBALT Investments LLC / GA26,612$1.46M0.06%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC26,541$1.45M0.06%+1,18913F-HRTimeline
Berkeley, Inc26,169$1.43M0.67%-10,70313F-HRTimeline
GK Wealth Management LLC25,987$1.42M1.78%+13,78313F-HR/ATimeline
HF Advisory Group, LLC25,508$1.4M0.61%+86513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP25,343$1.39M<0.01%+3,06113F-HRTimelineGroup
HICKORY ASSET MANAGEMENT, INC.25,099$1.37M1.22%-37913F-HRTimeline
Integrated Advisors Network LLC24,889$1.36M0.07%-3,26313F-HRTimeline
B & T Capital Management DBA Alpha Capi…24,658$1.35M0.26%-10013F-HRTimeline
Compass Advisory Group LLC24,581$1.35M0.47%+7,07013F-HRTimeline
AE Wealth Management LLC24,463$1.34M0.01%+12,23913F-HRTimeline
Circle Wealth Management, LLC24,405$1.34M0.03%-1,86913F-HRTimeline
Empire Financial Management Company, LLC24,372$1.33M0.41%-19913F-HRTimeline
WT Wealth Management24,305$1.33M0.43%new13F-HRTimeline
Capasso Planning Partners LLC24,193$1.32M0.55%-8,02513F-HRTimeline
AllSquare Wealth Management LLC24,165$1.32M0.79%-13013F-HRTimeline
BankPlus Trust Departmentgroup of 2 filers holding23,930$1.31M-50,091Timeline
Garden State Investment Advisory Servic…23,865$1.31M0.42%-15113F-HRTimeline
Paragon Private Wealth Management, LLC23,859$1.31M0.61%+17,80713F-HRTimeline
DHK Financial Advisors, Inc.23,690$1.3M0.71%+19613F-HRTimeline
Global Financial Private Client, LLC23,509$1.29M0.49%-93813F-HRTimeline
Alpha Financial Partners LLC23,406$1.28M1.03%-34,18913F-HRTimeline
Verity Asset Management, Inc.23,200$1.27M0.52%+32113F-HRTimeline
Rollins Financial Advisors, LLC23,119$1.27M0.22%-78313F-HR/ATimeline
Avantax Planning Partners, Inc.23,008$1.26M0.04%-1,11613F-HRTimeline
Heritage Wealth Management, Inc.22,814$1.25M0.43%+2,31313F-HRTimeline
ROTHSCHILD INVESTMENT LLC22,652$1.24M0.08%+3,32013F-HRTimeline
Insight Wealth Partners, LLC22,208$1.22M0.73%-13513F-HRTimeline
Legacy Financial Strategies, LLC21,628$1.18M0.26%-58313F-HRTimeline
ROVIN CAPITAL /UT/ /ADV21,550$1.18M0.38%+2,06613F-HRTimeline
Ergawealth Advisors, Inc.21,459$1.18M0.58%+1,08513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC21,247$1.16M0.04%+20,87813F-HRTimelineGroup
TRUE Private Wealth Advisors21,158$1.16M0.14%+7613F-HRTimeline
ADAPT WEALTH ADVISORS, LLC20,996$1.15M0.56%-3,52113F-HRTimeline
Socha Financial Group, LLC20,910$1.15M0.56%-19,94613F-HRTimeline
GPS Wealth Strategies Group, LLC20,884$1.14M0.15%-6,78313F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP20,735$1.14M<0.01%+2,69113F-HRTimelineGroup
Allie Family Office LLC20,703$1.13M0.62%+1,51113F-HRTimeline
RPS ADVISORY SOLUTIONS LLC20,701$1.13M0.8%-4,02713F-HRTimeline
Sloy Dahl & Holst, LLC20,426$1.12M0.2%+4,10013F-HRTimeline
Avantra Family Wealth, Inc.20,225$1.11M1.06%+21713F-HRTimeline
HICKS CAPITAL MANAGEMENT LLC20,187$1.11M1.47%13F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC19,873$1.09M0.18%+99213F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…19,712$1.08M0.41%+56913F-HRTimeline
Opal Wealth Advisors, LLC19,510$1.07M0.33%+1,22613F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC19,437$1.06M0.02%+69113F-HRTimelineGroup
BEAM WEALTH ADVISORS, INC.19,384$1.06M0.36%+1,72513F-HRTimeline
Lion Street Advisors, LLC19,347$1.06M0.34%+47713F-HRTimeline
Bright Futures Wealth Management, LLC.21,317$1.05M1.15%-1,41413F-HRTimeline
WORLD EQUITY GROUP, INC.18,699$1.05M0.3%-11,29113F-HRTimeline
Patriot Financial Group Insurance Agenc…18,891$1.03M0.14%-1,77613F-HRTimeline
1858 WEALTH MANAGEMENT, LLC18,800$1.03M0.87%-20013F-HRTimeline
INTEGRITY ALLIANCE, LLC.18,720$1.03M0.04%+14,87513F-HRTimeline
Cypress Wealth Services, LLC18,646$1.02M0.21%-3713F-HRTimeline
Total Clarity Wealth Management, Inc.17,831$1.01M0.33%-1,40013F-HRTimeline
VICUS CAPITAL18,022$987K0.09%-4,21013F-HRTimeline
Gateway Wealth Partners, LLC17,856$978K0.22%+4,03713F-HRTimeline
Caprock Group, LLC17,846$977K0.03%+3,10413F-HRTimeline
Key Financial Inc17,676$968K0.21%-33413F-HRTimeline
Lowe Wealth Advisors, LLC17,571$962K0.41%+1,11013F-HRTimeline
Claro Advisors Inc.17,567$962K0.13%+26313F-HRTimeline
Atlas Private Wealth Advisors17,562$962K0.13%-1,85013F-HRTimeline
Defender Capital, LLC.17,500$958K0.38%new13F-HRTimeline
Alta Wealth Advisors LLC17,212$943K0.43%+23813F-HRTimeline
LaSalle St. Investment Advisors, LLC16,954$928K0.22%+99713F-HRTimeline
Tradition Wealth Management, LLC16,740$917K0.08%-1,27613F-HRTimeline
RKL Wealth Management LLC16,663$912K0.09%+95413F-HRTimeline
Dynamic Advisor Solutions LLC16,620$910K0.03%-1,68613F-HRTimeline
TWO SIGMA SECURITIES, LLC16,591$909K0.14%new13F-HRTimeline
SeaCrest Wealth Management, LLC16,530$905K0.1%+66713F-HRTimeline
Able Wealth Management LLC16,161$885K0.52%-4,09213F-HRTimeline
Resurgent Financial Advisors LLC16,068$880K0.53%-19413F-HRTimeline
Trivium Point Advisory, LLC15,771$864K0.11%+66113F-HRTimeline
One Capital Management, LLC15,740$862K0.03%013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC15,691$859K0.16%-1,54313F-HR/ATimeline
Powers Advisory Group, LLC15,661$858K0.41%+3,73013F-HRTimeline
KPP Advisory Services LLC15,619$855K0.16%-33,04013F-HRTimeline
CHOREO, LLC15,572$853K0.01%-96113F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC15,260$836K0.85%-51913F-HRTimeline
Vivid Wealth Management, LLC15,246$835K0.42%new13F-HRTimeline
Comprehensive Financial Planning, Inc./…15,002$822K0.8%+2813F-HRTimeline
Holland Advisory Services, Inc.14,978$820K1.24%-173,28213F-HRTimeline
Mutual Advisors, LLC15,835$816K0.02%+24313F-HRTimeline
Cornerstone Advisory, LLC15,532$807K0.09%-17,76113F-HRTimeline
BARRETT & COMPANY, INC.14,638$802K0.35%+1,12313F-HRTimeline
5T Wealth, LLC14,569$798K0.45%+72713F-HRTimeline
Tyche Wealth Partners LLC14,493$794K0.17%+1,35613F-HRTimeline
Key Client Fiduciary Advisors, LLC14,446$791K0.36%+1,58513F-HRTimeline
ROMANO BROTHERS AND COMPANY14,375$787K0.1%-1,45013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/14,312$784K<0.01%-24,63013F-HRTimelineGroup
Bravias Capital Group, LLC14,213$778K0.63%+1313F-HRTimeline
M Holdings Securities, Inc.14,210$778K0.13%+63213F-HRTimeline
NOVEM GROUP14,059$770K0.11%-90513F-HRTimeline
HBK Sorce Advisory LLC14,022$768K0.02%new13F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC13,937$763K0.59%+13013F-HRTimeline
AMERIFLEX GROUP, INC.13,900$761K0.31%-12,60313F-HRTimeline
Maridea Wealth Management LLC13,870$760K0.25%-10,57213F-HRTimeline
Brookwood Investment Group LLC13,860$759K0.13%13F-HRTimeline
Vertex Planning Partners, LLC13,735$752K0.16%+74113F-HRTimeline
Centerpoint Advisory Group13,708$751K0.74%-76113F-HRTimeline
GTS SECURITIES LLC13,703$750K0.03%new13F-HRTimeline
Autumn Glory Partners, LLC13,640$747K0.37%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC13,502$739K0.01%+1,49613F-HRTimeline
Guardian Asset Advisors, LLC13,541$739K0.48%+8213F-HRTimeline
Continuum Advisory, LLC13,372$732K0.09%+2,75513F-HRTimeline
Strategic Financial Concepts, LLC13,242$725K0.14%-51813F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.13,227$724K0.37%013F-HRTimeline
CHANNEL WEALTH LLC12,915$707K0.22%-1,29913F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC12,875$705K0.19%-7,14713F-HRTimeline
Summit Asset Management, LLC12,860$704K0.12%013F-HRTimeline
Long Island Wealth Management, Inc.12,719$696K0.42%-3,71013F-HRTimeline
Millstone Evans Group, LLC12,684$695K0.47%+44113F-HRTimeline
Moloney Securities Asset Management, LLC12,563$688K0.09%+3,32713F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC12,484$684K0.04%-8,75113F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…12,375$678K0.54%-4,45013F-HRTimelineGroup
Cyndeo Wealth Partners, LLC12,353$676K0.04%-3313F-HRTimeline
Breakwater Capital Group12,319$675K0.12%-27613F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …12,321$673K0.05%+1,34113F-HRTimeline
MISSION WEALTH MANAGEMENT, LP12,172$667K0.02%+6,13713F-HRTimeline
LANARK FINANCIAL, INC.11,989$656K0.06%+11,97913F-HRTimeline
Investor's Fiduciary Advisor Network, L…11,736$642K0.3%new13F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC11,719$642K0.02%-98613F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC11,650$638K0.01%+3,26213F-HRTimeline
Ocean Park Asset Management, LLC11,650$638K0.02%+3,49513F-HRTimeline
BCGM Wealth Management, LLC11,608$636K0.2%-1,30813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…11,584$634K<0.01%+1,90813F-HRTimelineGroup
SOL Capital Management CO11,460$628K0.07%-59513F-HRTimeline
NTV Asset Management LLC11,375$623K0.08%+1,00013F-HRTimeline
DSG Capital Advisors, LLC11,342$621K0.13%-4,52713F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC11,102$608K0.34%+1,25313F-HRTimeline
MWA Asset Management11,087$607K0.42%+64613F-HRTimeline
Berger Financial Group, Inc11,064$606K0.04%+10813F-HRTimeline
PFG Investments, LLC11,009$603K0.04%+2,69313F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.10,986$602K0.04%+3,06913F-HRTimelineGroup
AVAII WEALTH MANAGEMENT, LLC10,865$595K0.32%-150,44313F-HR/ATimeline
Diligent Investors, LLC10,750$589K0.14%-2,25013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC10,724$587K0.23%+36713F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC10,704$586K0.07%-1,22313F-HRTimelineGroup
OBSIDIAN CIO, LLC10,550$578K0.09%-4913F-HRTimeline
Aurora Private Wealth, Inc.10,351$567K0.45%+9713F-HR/ATimeline
Weaver Consulting Group10,336$566K0.17%-1,48913F-HRTimeline
Jacksonville Wealth Management, LLC10,302$564K0.56%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC10,290$563K<0.01%-20,25213F-HR/ATimelineGroup
GRIES FINANCIAL LLC10,188$558K0.11%+4,56513F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC10,170$557K0.08%013F-HRTimeline
ProVise Management Group, LLC10,109$554K0.05%+34813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC10,014$548K<0.01%-17,88713F-HR/ATimelineGroup
Coordinated Financial Services, Inc./CO9,977$546K0.42%13F-HRTimeline
Kovack Advisors, Inc.9,929$544K0.06%+1,68413F-HRTimeline
N.E.W. Advisory Services LLC9,926$544K0.04%new13F-HRTimeline
FLOW TRADERS U.S. LLC9,824$538K0.02%-26,51713F-HRTimeline
Capital Advisors, Ltd. LLC9,737$533K0.07%-313F-HRTimeline
Centurion Wealth Management LLC9,437$533K0.17%013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC9,686$530K0.07%-1,20813F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.11,166$530K<0.01%+4,82113F-HRTimelineGroup
EP Wealth Advisors, LLC9,675$530K<0.01%+2,41913F-HRTimeline
Wealth Watch Advisors, INC9,476$519K0.42%+2,59713F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC9,311$510K0.2%+2,11313F-HRTimeline
BKM Wealth Management, LLC9,307$510K0.21%-29613F-HRTimeline
Hofer & Associates. Inc9,290$509K0.35%+11913F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…9,257$507K0.01%-2,52213F-HRTimelineGroup
EWG Elevate Inc.9,175$502K0.19%-22013F-HRTimeline
RTD Financial Advisors, Inc.9,100$498K0.07%013F-HRTimeline
Glass Jacobson Investment Advisors llc8,818$498K0.16%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC9,063$496K<0.01%+5,31413F-HRTimeline
Tranquility Partners, LLC9,030$494K0.19%-21013F-HRTimeline
Ranch Capital Advisors Inc.8,968$491K0.23%-43413F-HRTimeline