Skip to content
Disclosery

COWZ PACER FDS TR

Follow

US CASH COWS 100 (fund)

801 managers (807 13F filers) reported a position in COWZ shares at 2025-06-30, 252,217,684 shares in all. 46 filers opened a position and 83 filers sold out during the quarter.

Managers
801
13F filers
807
New
46
Added
247
Reduced
433
Sold out
83
Shares held by filers
252,217,684

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
FMR LLCin group FMR LLC23,256$1.28M<0.01%-20,58813F-HRTimelineGroup
Insight Wealth Partners, LLC23,087$1.27M0.71%+87913F-HRTimeline
Quantbot Technologies LP22,739$1.25M0.03%new13F-HRTimeline
49 WEALTH MANAGEMENT, LLC22,616$1.25M0.13%-8,82313F-HRTimeline
Centurion Wealth Management LLC22,363$1.23M0.35%+12,92613F-HRTimeline
SlateStone Wealth, LLC22,208$1.22M0.11%-6,41513F-HRTimeline
MMA ASSET MANAGEMENT LLC22,154$1.22M0.47%-74,58813F-HRTimeline
HAZLETT, BURT & WATSON, INC.22,247$1.22M0.5%-5,12313F-HRTimeline
Verity Asset Management, Inc.22,080$1.22M0.58%-1,12013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO21,976$1.21M0.01%new13F-HRTimelineGroup
HICKORY ASSET MANAGEMENT, INC.21,967$1.21M1%-3,13213F-HRTimeline
ROVIN CAPITAL /UT/ /ADV21,478$1.18M0.36%-7213F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC21,204$1.17M0.04%-50,64113F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…21,200$1.17M0.16%-191,45113F-HRTimeline
Allie Family Office LLC20,764$1.14M0.57%+6113F-HRTimeline
Sloy Dahl & Holst, LLC20,674$1.14M0.16%+24813F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC20,274$1.12M0.02%+83713F-HRTimelineGroup
LAKE STREET PRIVATE WEALTH, LLC20,223$1.11M0.16%+35013F-HRTimeline
HB Wealth Management, LLC19,942$1.1M0.01%-7,48813F-HRTimeline
Scarborough Advisors, LLC19,723$1.09M0.22%-7,55913F-HRTimeline
Defender Capital, LLC.19,500$1.07M0.36%+2,00013F-HRTimeline
BEAM WEALTH ADVISORS, INC.19,478$1.07M0.32%+9413F-HRTimeline
VICUS CAPITAL19,459$1.07M0.09%+1,43713F-HRTimeline
Secure Asset Management, LLC19,349$1.07M0.2%-11,60513F-HRTimeline
Aberdeen Group plcin group Aberdeen Group plc19,188$1.06M<0.01%-37,06213F-HRTimelineGroup
Sepio Capital, LP19,066$1.05M0.07%-8,24313F-HRTimeline
Centric Wealth Management18,627$1.04M0.25%-108,07613F-HRTimeline
Wealth Management Partners, LLC18,373$1.03M0.36%new13F-HRTimeline
M Holdings Securities, Inc.18,628$1.03M0.18%+4,41813F-HRTimeline
Lion Street Advisors, LLC18,606$1.03M0.31%-74113F-HRTimeline
Patriot Financial Group Insurance Agenc…18,558$1.02M0.12%-33313F-HRTimeline
1858 WEALTH MANAGEMENT, LLC18,500$1.02M0.75%-30013F-HRTimeline
Heck Capital Advisors, LLC18,371$1.01M0.09%-221,38913F-HRTimeline
Total Clarity Wealth Management, Inc.18,348$1.01M0.29%+51713F-HRTimeline
American Alpha Advisors, LLC18,228$1M0.81%-156,79413F-HRTimeline
Nova Wealth Management, Inc.18,105$998K0.73%-8,83513F-HRTimeline
Cypress Wealth Services, LLC18,064$995K0.18%-58213F-HRTimeline
Empire Financial Management Company, LLC18,011$992K0.29%-6,36113F-HRTimeline
Circle Wealth Management, LLC17,985$991K0.02%-6,42013F-HRTimeline
Atlas Private Wealth Advisors17,948$989K0.13%+38613F-HRTimeline
TWO SIGMA SECURITIES, LLC17,894$986K0.12%+1,30313F-HRTimeline
Powers Advisory Group, LLC17,881$985K0.43%+2,22013F-HRTimeline
RPS ADVISORY SOLUTIONS LLC17,527$966K0.53%-3,17413F-HRTimeline
KOM Wealth Management Group, LLC17,522$965K0.77%+9,68313F-HRTimeline
Lowe Wealth Advisors, LLC17,456$962K0.38%-11513F-HRTimeline
Trivium Point Advisory, LLC17,437$961K0.1%+1,66613F-HRTimeline
Avantax Planning Partners, Inc.17,322$954K0.03%-5,68613F-HRTimeline
Insight Advisors, LLC/ PA17,058$940K0.15%-54,27413F-HRTimeline
Rollins Financial Advisors, LLC17,004$937K0.15%-6,11513F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC16,938$933K0.15%+1,24713F-HRTimeline
GPS Wealth Strategies Group, LLC16,208$893K0.1%-4,67613F-HRTimeline
Coastline Trust Co16,100$887K0.1%-12,28413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Vivid Wealth Management, LLC16,077$886K0.39%+83113F-HRTimeline
Legacy Financial Strategies, LLC16,056$885K0.17%-5,57213F-HRTimeline
Mutual Advisors, LLC15,295$876K0.02%-54013F-HRTimeline
Harbor Asset Planning, Inc.15,725$866K0.83%13F-HRTimeline
Key Client Fiduciary Advisors, LLC15,647$862K0.35%+1,20113F-HRTimeline
AE Wealth Management LLC15,467$852K0.01%-8,99613F-HRTimeline
Comprehensive Financial Planning, Inc./…15,435$850K0.67%+43313F-HRTimeline
Commonwealth Financial Services, LLC15,324$844K0.16%-136,50513F-HRTimeline
BARRETT & COMPANY, INC.15,291$843K0.32%+65313F-HRTimeline
ADAPT WEALTH ADVISORS, LLC15,141$834K0.37%-5,85513F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …15,136$834K0.05%+2,81513F-HR/ATimeline
Y-Intercept (Hong Kong) Ltd15,132$834K0.02%new13F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC15,049$829K0.78%-21113F-HRTimeline
CHOREO, LLC14,843$818K0.01%-72913F-HRTimeline
HICKS CAPITAL MANAGEMENT LLC14,703$810K1.28%-5,48413F-HRTimeline
ROMANO BROTHERS AND COMPANY14,651$807K0.1%+27613F-HRTimeline
Claro Advisors Inc.14,649$807K0.13%-2,91813F-HRTimeline
KPP Advisory Services LLC14,394$793K0.13%-1,22513F-HR/ATimeline
Gateway Wealth Partners, LLC14,368$792K0.15%-3,48813F-HRTimeline
Opal Wealth Advisors, LLC14,310$788K0.22%-5,20013F-HRTimeline
Tyche Wealth Partners LLC14,104$777K0.16%-38913F-HRTimeline
LaSalle St. Investment Advisors, LLC14,096$776K0.21%-2,85813F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC14,004$772K0.52%+6713F-HRTimeline
Bravias Capital Group, LLC13,977$770K0.57%-23613F-HRTimeline
Capasso Planning Partners LLC13,976$770K0.44%-10,21713F-HRTimeline
Berkeley, Inc13,968$770K0.28%-12,20113F-HRTimeline
Summit Wealth Partners, LLC13,835$762K0.15%-18,45813F-HRTimeline
Vertex Planning Partners, LLC13,759$758K0.16%+2413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC13,741$757K<0.01%-19,29813F-HRTimelineGroup
Fisher Asset Management, LLC13,734$757K<0.01%+5,60213F-HRTimeline
Moloney Securities Asset Management, LLC13,512$745K0.09%+94913F-HRTimeline
Guardian Asset Advisors, LLC13,451$741K0.43%-9013F-HRTimeline
Centerpoint Advisory Group13,343$735K0.64%-36513F-HRTimeline
INTEGRITY ALLIANCE, LLC.13,259$731K0.04%-5,46113F-HRTimeline
Dynamic Advisor Solutions LLC13,105$722K0.02%-3,51513F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC13,090$721K0.33%+6,20513F-HRTimelineGroup
Alta Wealth Advisors LLC12,847$708K0.33%-4,36513F-HRTimeline
Grant Street Asset Management, Inc.12,817$706K0.16%-440,21113F-HRTimeline
5T Wealth, LLC12,754$703K0.36%-1,81513F-HRTimeline
Long Island Wealth Management, Inc.12,719$701K0.36%013F-HRTimeline
Millstone Evans Group, LLC12,685$699K0.48%+113F-HRTimeline
Brookwood Investment Group LLC12,495$688K0.11%-1,36513F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC12,375$682K0.01%+72513F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC12,318$679K0.05%-18,88113F-HRTimeline
MISSION WEALTH MANAGEMENT, LP12,032$663K0.01%-14013F-HRTimeline
Investor's Fiduciary Advisor Network, L…11,997$661K0.25%+26113F-HRTimeline
NOVEM GROUP11,984$660K0.08%-2,07513F-HRTimeline
CHANNEL WEALTH LLC11,975$660K0.19%-94013F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…11,800$650K0.47%-57513F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC11,719$646K0.01%013F-HRTimelineGroup
SCHMIDT P J INVESTMENT MANAGEMENT INC11,717$646K0.11%-46,03613F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC11,659$642K0.01%-1,84313F-HRTimeline
PFG Investments, LLC11,634$641K0.04%+62513F-HRTimeline
Cyndeo Wealth Partners, LLC11,613$640K0.04%-74013F-HRTimeline
Ocean Park Asset Management, LLC11,650$638K0.02%013F-HRTimeline
Cornerstone Advisory, LLC11,546$636K0.07%-3,98613F-HRTimeline
MWA Asset Management11,457$631K0.39%+37013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp11,409$629K<0.01%-364,17413F-HRTimelineGroup
Wealth Watch Advisors, INC11,391$628K0.36%+1,91513F-HRTimeline
UPTICK PARTNERS, LLC10,948$603K0.17%new13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP10,941$603K<0.01%-9,79413F-HRTimelineGroup
Berger Financial Group, Inc10,755$593K0.04%-30913F-HRTimeline
NTV Asset Management LLC10,625$585K0.07%-75013F-HRTimeline
SeaCrest Wealth Management, LLC10,501$579K0.06%-6,02913F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC10,482$578K0.03%-2,00213F-HRTimeline
TAGStone Capital, Inc.10,347$575K0.24%new13F-HRTimeline
LANARK FINANCIAL, INC.10,412$573K0.05%-1,57713F-HRTimeline
Jacksonville Wealth Management, LLC10,302$568K0.46%013F-HRTimeline
ProVise Management Group, LLC10,198$562K0.04%+8913F-HRTimeline
GRIES FINANCIAL LLC10,188$561K0.1%013F-HRTimeline
Hofer & Associates. Inc10,106$557K0.35%+81613F-HRTimeline
OBSIDIAN CIO, LLC10,033$553K0.08%-51713F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…10,008$551K0.2%-9,70413F-HRTimeline
N.E.W. Advisory Services LLC9,974$550K0.05%+4813F-HRTimeline
VISTA INVESTMENT PARTNERS LLC9,862$543K0.16%+1,87313F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC9,819$541K0.06%-88513F-HRTimelineGroup
RTD Financial Advisors, Inc.9,812$541K0.07%+71213F-HRTimeline
Lewis Asset Management, LLC9,748$537K0.25%new13F-HRTimeline
Balefire, LLC9,748$537K0.12%+95613F-HRTimeline
Capital Advisors, Ltd. LLC9,737$537K0.07%013F-HRTimeline
Lionsbridge Wealth Management LLC9,739$537K0.53%-35,26213F-HRTimeline
Coordinated Financial Services, Inc.9,733$536K0.37%13F-HRTimeline
Socha Financial Group, LLC9,659$532K0.24%-11,25113F-HRTimeline
OxenFree Capital LLC9,534$525K0.32%+2013F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC9,397$518K0.13%-3,47813F-HRTimeline
Autumn Glory Partners, LLC9,392$517K0.24%-4,24813F-HRTimeline
BKM Wealth Management, LLC9,382$517K0.2%+7513F-HRTimeline
Bey-Douglas LLC9,373$516K0.31%+91513F-HRTimeline
HRT FINANCIAL LP9,345$514K<0.01%new13F-HRTimeline
BCGM Wealth Management, LLC9,300$512K0.14%-2,30813F-HRTimeline
EWG Elevate Inc.9,175$506K0.16%013F-HRTimeline
Ranch Capital Advisors Inc.9,103$502K0.22%+13513F-HRTimeline
Diligent Investors, LLC9,025$497K0.12%-1,72513F-HRTimeline
Trexquant Investment LP9,011$497K0.01%+1,17613F-HRTimeline
Arax Advisory Partners9,005$496K0.02%+1,05313F-HRTimeline
Summit Asset Management, LLC8,990$495K0.08%-3,87013F-HRTimeline
GSG Advisors LLC8,953$493K0.14%+2613F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…8,931$492K0.01%-32613F-HRTimelineGroup
WealthCare Investment Partners, LLC8,687$492K0.18%-81313F-HRTimeline
Glass Jacobson Investment Advisors llc8,915$491K0.19%+9713F-HRTimeline
Simplicity Wealth,LLC8,838$487K0.02%+76513F-HRTimeline
CAHILL FINANCIAL ADVISORS INC8,822$486K0.06%-86413F-HRTimeline
Tranquility Partners, LLC8,779$484K0.17%-25113F-HRTimeline
SOL Capital Management CO8,595$474K0.05%-2,86513F-HRTimeline
Next Level Wealth Planning, LLC8,513$469K0.3%-8113F-HRTimeline
Front Row Advisors LLC8,463$466K0.16%+27513F-HRTimeline
ROMAN BUTLER FULLERTON & CO8,026$460K0.14%+1,13913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,328$459K<0.01%-3,25613F-HRTimelineGroup
Advisor Resource Council8,195$452K0.22%-29,45013F-HRTimeline
Keystone Financial Group8,170$450K0.04%+36713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/8,101$446K<0.01%+2,30013F-HRTimelineGroup
Financial Engines Advisors L.L.C.8,055$444K<0.01%-47113F-HRTimeline
NewEdge Wealth, LLC7,951$439K0.01%+88213F-HRTimeline
Jacobi Capital Management LLC7,952$438K0.03%-17713F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.7,900$435K0.2%-5,32713F-HRTimeline
Revisor Wealth Management LLC7,615$434K0.16%+91013F-HRTimeline
Integrated Advisors Network LLC7,885$434K0.02%-17,00413F-HRTimeline
Maridea Wealth Management LLC7,844$432K0.11%-6,02613F-HRTimeline
Prepared Retirement Institute LLC7,815$431K0.25%+2313F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC7,796$430K0.2%-3,30613F-HRTimeline
Weaver Consulting Group7,774$428K0.12%-2,56213F-HRTimeline
FIDUCIENT ADVISORS LLC7,770$428K0.05%013F-HRTimeline
Cairn Investment Group, Inc.7,720$425K0.22%+2,44013F-HRTimeline
BlueStem Wealth Partners, LLC7,703$424K0.05%new13F-HRTimeline
Plotkin Financial Advisors, LLC7,610$419K0.23%-40213F-HRTimeline
Oxler Private Wealth LLC7,481$412K0.13%-134,48013F-HRTimeline
WEST MICHIGAN ADVISORS, LLC7,428$409K0.12%-77213F-HRTimeline
Sierra Capital LLC7,396$408K0.05%+2,90113F-HRTimeline
Fortis Capital Advisors, LLC7,360$406K0.07%-58813F-HRTimeline
Delta Investment Management, LLC7,316$403K0.08%+14213F-HRTimeline
Accurate Wealth Management, LLC7,042$402K0.06%+2,42513F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC7,258$400K0.12%-44013F-HRTimeline
EP Wealth Advisors, LLC7,213$397K<0.01%-2,46213F-HRTimeline
Koshinski Asset Management, Inc.7,211$397K0.03%-38813F-HRTimeline
VICTORY FINANCIAL GROUP, LLC7,151$394K0.06%-76313F-HRTimeline
Redhawk Wealth Advisors, Inc.7,101$391K0.05%+2113F-HRTimeline
Avantra Family Wealth, Inc.7,066$389K0.32%-13,15913F-HRTimeline
Stewardship Advisors, LLC6,896$380K0.1%013F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…6,895$380K0.06%-21613F-HRTimeline
M3 Advisory Group, LLC6,829$376K0.26%+31013F-HRTimeline
LexAurum Advisors, LLC6,722$370K0.06%-20613F-HRTimeline
Icon Wealth Advisors, LLC6,681$368K0.03%+1613F-HRTimeline
Continuum Advisory, LLC6,589$363K0.04%-6,78313F-HRTimeline
Coppell Advisory Solutions LLC6,540$360K0.04%new13F-HR/ATimeline
MONOGRAPH WEALTH ADVISORS, LLC6,502$358K0.04%-3,66813F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC6,465$356K0.29%013F-HRTimeline
Chicago Wealth Management, Inc.6,386$352K0.17%+1113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC6,346$350K<0.01%-3,94413F-HR/ATimelineGroup