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US CASH COWS 100 (fund)

788 managers (794 13F filers) reported a position in COWZ shares at 2025-09-30, 217,558,937 shares in all. 43 filers opened a position and 53 filers sold out during the quarter.

Managers
788
13F filers
794
New
43
Added
264
Reduced
403
Sold out
53
Shares held by filers
217,558,937

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Powers Advisory Group, LLC19,065$1.1M0.44%+1,18413F-HRTimeline
Wealth Management Partners, LLC18,896$1.09M0.35%+52313F-HRTimeline
Centric Wealth Management18,646$1.08M0.24%+1913F-HRTimeline
IVC Wealth Advisors LLC18,626$1.07M0.48%-17,79413F-HRTimeline
1858 WEALTH MANAGEMENT, LLC18,500$1.06M0.75%013F-HRTimeline
Total Clarity Wealth Management, Inc.18,437$1.06M0.28%+8913F-HRTimeline
Lokken Investment Group LLC18,318$1.05M0.36%-30,81113F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …18,035$1.04M0.06%+2,89913F-HRTimeline
Patriot Financial Group Insurance Agenc…18,005$1.03M0.13%-55313F-HRTimeline
ROMANO BROTHERS AND COMPANY17,979$1.03M0.12%+3,32813F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC17,586$1.01M0.02%-2,68813F-HRTimelineGroup
RPS ADVISORY SOLUTIONS LLC17,487$1M0.49%-4013F-HRTimeline
RFG Advisory, LLC17,486$1M0.02%-95,71613F-HRTimeline
Vivid Wealth Management, LLC17,278$993K0.39%+1,20113F-HRTimeline
Sonoma Allocations LLC17,576$991K0.36%13F-HRTimeline
Empire Financial Management Company, LLC17,226$990K0.23%-78513F-HRTimeline
MMA ASSET MANAGEMENT LLC17,173$987K0.33%-4,98113F-HRTimeline
Cypress Wealth Services, LLC17,158$986K0.16%-90613F-HRTimeline
Avantax Planning Partners, Inc.16,841$968K0.03%-48113F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC16,715$961K0.03%-4,48913F-HRTimeline
Encompass More Asset Management16,545$951K0.18%-16,24313F-HRTimeline
Key Client Fiduciary Advisors, LLC16,239$933K0.31%+59213F-HRTimeline
Bright Futures Wealth Management, LLC.16,183$930K0.73%13F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC16,045$922K0.28%-7,81113F-HRTimelineGroup
Equity Wealth Partners, LLC15,914$915K0.74%13F-HRTimeline
Harbor Asset Planning, Inc.15,773$907K0.81%+4813F-HRTimeline
Scarborough Advisors, LLC15,700$902K0.16%-4,02313F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC15,700$902K0.49%+1,69613F-HRTimeline
BEAM WEALTH ADVISORS, INC.15,682$901K0.25%-3,79613F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC15,659$900K0.01%+10,04313F-HRTimeline
BARRETT & COMPANY, INC.15,297$879K0.3%+613F-HRTimeline
SlateStone Wealth, LLC15,158$871K0.08%-7,05013F-HRTimeline
Colonial River Investments, LLC15,043$865K0.32%new13F-HRTimeline
5T Wealth, LLC14,752$848K0.37%+1,99813F-HRTimeline
CHOREO, LLC14,746$847K0.01%-9713F-HRTimeline
AE Wealth Management LLC14,644$842K0.01%-82313F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC14,516$834K0.05%-14,97213F-HRTimeline
Insight Advisors, LLC/ PA14,366$826K0.13%-2,69213F-HRTimeline
HRT FINANCIAL LP14,313$822K<0.01%+4,96813F-HRTimeline
Teamwork Financial Advisors, LLC14,257$817K0.09%-61,32513F-HRTimeline
Sageworth Trust Co14,190$815K0.04%new13F-HRTimeline
Commonwealth Financial Services, LLC13,967$803K0.14%-1,35713F-HRTimeline
GPS Wealth Strategies Group, LLC13,959$802K0.08%-2,24913F-HRTimeline
LaSalle St. Investment Advisors, LLC13,906$799K0.14%-19013F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC13,816$794K0.68%-1,23313F-HRTimeline
HICKS CAPITAL MANAGEMENT LLC13,723$789K1.29%-98013F-HRTimeline
Vertex Planning Partners, LLC13,589$781K0.15%-17013F-HRTimeline
Investor's Fiduciary Advisor Network, L…13,517$776K0.26%+1,52013F-HRTimeline
Guardian Asset Advisors, LLC13,423$771K0.42%-2813F-HRTimeline
Mutual Advisors, LLC13,258$768K0.02%-2,03713F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC13,300$767K0.3%+21013F-HR/ATimelineGroup
LIBERTY WEALTH MANAGEMENT LLC13,168$757K0.11%-3,77013F-HRTimeline
ADAPT WEALTH ADVISORS, LLC12,961$745K0.28%-2,18013F-HRTimeline
Claro Advisors Inc.12,922$743K0.11%-1,72713F-HRTimeline
Balentine LLC12,908$742K0.03%new13F-HRTimeline
Dynamic Advisor Solutions LLC12,777$734K0.02%-32813F-HRTimeline
Long Island Wealth Management, Inc.12,719$731K0.36%013F-HRTimeline
MFA Wealth Services12,616$725K0.5%-14,56113F-HRTimeline
Autumn Glory Partners, LLC12,612$725K0.3%+3,22013F-HRTimeline
Millstone Evans Group, LLC12,421$714K0.45%-26413F-HRTimeline
Grant Street Asset Management, Inc.12,280$706K0.15%-53713F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC12,150$698K0.01%-22513F-HRTimeline
Ocean Park Asset Management, LLC12,150$698K0.03%+50013F-HRTimeline
Brookwood Investment Group LLC12,109$696K0.09%-38613F-HRTimeline
Circle Wealth Management, LLC11,967$688K0.01%-6,01813F-HRTimeline
KOM Wealth Management Group, LLC11,852$681K0.51%-5,67013F-HRTimeline
Centerpoint Advisory Group11,803$678K0.53%-1,54013F-HRTimeline
Sierra Capital LLC11,656$670K0.07%+4,26013F-HRTimeline
Tyche Wealth Partners LLC11,595$666K0.12%-2,50913F-HRTimeline
CHANNEL WEALTH LLC11,578$665K0.18%-39713F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers11,371$653K<0.01%new13F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.11,338$652K0.03%-1,92113F-HRTimeline
Cyndeo Wealth Partners, LLC11,310$650K0.04%-30313F-HRTimeline
Lewis Asset Management, LLC11,272$648K0.27%+1,52413F-HRTimeline
PFG Investments, LLC11,205$644K0.03%-42913F-HRTimeline
MWA Asset Management11,190$643K0.36%-26713F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP11,156$641K<0.01%+21513F-HRTimelineGroup
Cornerstone Advisory, LLC11,058$636K0.06%-48813F-HRTimeline
NOVEM GROUP11,017$633K0.08%-96713F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…11,000$632K0.4%-80013F-HRTimelineGroup
Berger Financial Group, Inc10,912$627K0.04%+15713F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC10,844$623K0.1%-87313F-HRTimeline
Vestmark Advisory Solutions, Inc.10,784$620K0.01%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC10,784$620K0.04%-543,64013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC10,683$614K0.15%+4,76813F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC10,596$609K0.23%+4,95013F-HRTimeline
ProVise Management Group, LLC10,542$606K0.04%+34413F-HRTimeline
TAGStone Capital, Inc.10,426$599K0.24%+7913F-HRTimeline
LANARK FINANCIAL, INC.10,414$599K0.05%+213F-HRTimeline
Cairn Investment Group, Inc.10,400$598K0.27%+2,68013F-HRTimeline
Intrepid Financial Planning Group LLC10,398$598K0.23%-20,77913F-HRTimeline
VISTA INVESTMENT PARTNERS LLC10,386$597K0.17%+52413F-HRTimeline
Summit Wealth Partners, LLC10,363$596K0.11%-3,47213F-HRTimeline
Hofer & Associates. Inc10,303$592K0.34%+19713F-HRTimeline
BlueStem Wealth Partners, LLC10,252$589K0.07%+2,54913F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC10,234$588K0.03%-24813F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.10,210$587K0.03%-34,19613F-HRTimelineGroup
GRIES FINANCIAL LLC10,188$586K0.09%013F-HRTimeline
Gateway Wealth Partners, LLC10,178$585K0.08%-4,19013F-HRTimeline
OxenFree Capital LLC10,159$583K0.32%+62513F-HRTimeline
Opal Wealth Advisors, LLC10,099$580K0.16%-4,21113F-HRTimeline
Heck Capital Advisors, LLC10,051$578K0.04%-8,32013F-HRTimeline
N.E.W. Advisory Services LLC10,024$576K0.05%+5013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC10,023$576K<0.01%-3,71813F-HRTimelineGroup
PRELUDE CAPITAL MANAGEMENT, LLC10,000$575K0.04%new13F-HRTimeline
Glass Jacobson Investment Advisors llc9,937$571K0.21%+1,02213F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…9,927$571K0.18%-8113F-HRTimeline
Balefire, LLC9,897$569K0.11%+14913F-HRTimeline
Lionsbridge Wealth Management LLC9,892$568K0.56%+15313F-HRTimeline
MISSION WEALTH MANAGEMENT, LP9,874$567K0.01%-2,15813F-HRTimeline
Bravias Capital Group, LLC9,843$566K0.38%-4,13413F-HRTimeline
Capasso Planning Partners LLC9,834$565K0.35%-4,14213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…9,831$565K<0.01%+1,50313F-HRTimelineGroup
UPTICK PARTNERS, LLC9,820$564K0.15%-1,12813F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC9,778$562K0.05%-4113F-HRTimelineGroup
Coordinated Financial Services, Inc.9,768$561K0.36%+3513F-HRTimeline
Next Level Wealth Planning, LLC9,657$555K0.31%+1,14413F-HRTimeline
BKM Wealth Management, LLC9,450$543K0.2%+6813F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…9,276$533K<0.01%+7,45313F-HRTimelineGroup
WEST MICHIGAN ADVISORS, LLC9,236$531K0.13%+1,80813F-HRTimeline
EWG Elevate Inc.9,175$527K0.16%013F-HRTimeline
Ranch Capital Advisors Inc.9,140$525K0.2%+3713F-HRTimeline
Bey-Douglas LLC9,104$523K0.39%-26913F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC9,103$523K0.01%-2,61613F-HRTimelineGroup
GSG Advisors LLC9,002$520K0.14%+4913F-HRTimeline
Diligent Investors, LLC9,025$519K0.13%013F-HRTimeline
Quantbot Technologies LP9,000$517K0.01%-13,73913F-HRTimeline
Bay Capital Advisors, LLC8,993$517K0.34%-21,63213F-HRTimeline
WealthCare Investment Partners, LLC8,918$516K0.17%+23113F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC8,948$514K0.13%-44913F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…8,931$513K0.01%013F-HRTimelineGroup
BCGM Wealth Management, LLC8,856$509K0.13%-44413F-HRTimeline
Tranquility Partners, LLC8,788$505K0.17%+913F-HRTimeline
Front Row Advisors LLC8,783$505K0.17%+32013F-HRTimeline
OBSIDIAN CIO, LLC8,670$498K0.07%-1,36313F-HRTimeline
NTV Asset Management LLC8,625$496K0.05%-2,00013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/8,559$492K<0.01%+45813F-HRTimelineGroup
Rollins Financial Advisors, LLC8,528$490K0.07%-8,47613F-HRTimeline
ROMAN BUTLER FULLERTON & CO8,465$488K0.13%+43913F-HRTimeline
Wealth Watch Advisors, INC8,436$485K0.2%-2,95513F-HRTimeline
Jacksonville Wealth Management, LLC8,372$481K0.35%-1,93013F-HRTimeline
Financial Engines Advisors L.L.C.8,070$464K<0.01%+1513F-HRTimeline
Jacobi Capital Management LLC7,995$459K0.03%+4313F-HRTimeline
Keystone Financial Group7,940$456K0.03%-23013F-HR/ATimeline
Triumph Capital Management7,903$454K0.12%+1,58713F-HR/ATimeline
WETZEL INVESTMENT ADVISORS, INC.7,900$454K0.19%013F-HRTimeline
Capital Advisors, Ltd. LLC7,837$450K0.05%-1,90013F-HRTimeline
Socha Financial Group, LLC7,813$449K0.19%-1,84613F-HRTimeline
FIDUCIENT ADVISORS LLC7,770$447K0.05%013F-HRTimeline
Maridea Wealth Management LLC7,673$440K0.07%-17113F-HRTimeline
Y-Intercept (Hong Kong) Ltd7,593$436K0.01%-7,53913F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC7,533$433K0.11%+27513F-HRTimeline
Atlas Private Wealth Advisors7,493$431K0.11%-10,45513F-HRTimeline
Prepared Retirement Institute LLC7,429$427K0.22%-38613F-HRTimeline
Avantra Family Wealth, Inc.7,423$427K0.32%+35713F-HRTimeline
Revisor Wealth Management LLC7,446$424K0.15%-16913F-HRTimeline
Advisor Resource Council7,370$424K0.57%-82513F-HRTimeline
Summit Asset Management, LLC7,245$416K0.06%-1,74513F-HRTimeline
Secure Asset Management, LLC7,174$415K0.07%-12,17513F-HRTimeline
Koshinski Asset Management, Inc.7,086$407K0.03%-12513F-HRTimeline
Accurate Wealth Management, LLC7,139$405K0.05%+9713F-HRTimeline
M3 Advisory Group, LLC7,002$402K0.25%+17313F-HRTimeline
RTD Financial Advisors, Inc.7,000$402K0.05%-2,81213F-HRTimeline
Continuum Advisory, LLC6,978$401K0.04%+38913F-HRTimeline
Stewardship Advisors, LLC6,896$396K0.09%013F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…6,895$396K0.06%013F-HRTimeline
NewEdge Wealth, LLC6,844$396K0.01%-1,10713F-HRTimeline
SOL Capital Management CO6,895$396K0.04%-1,70013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management6,845$393K0.01%+2,07213F-HRTimelineGroup
FORTRESS PRIVATE LEDGER, LLC6,826$392K0.14%-97013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC6,802$391K<0.01%+45613F-HR/ATimelineGroup
Icon Wealth Advisors, LLC6,708$386K0.03%+2713F-HRTimeline
VICTORY FINANCIAL GROUP, LLC6,691$385K0.05%-46013F-HRTimeline
Caprock Group, LLC6,550$381K0.01%13F-HRTimeline
LexAurum Advisors, LLC6,577$378K0.05%-14513F-HRTimeline
Integrated Advisors Network LLC6,541$376K0.02%-1,34413F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC6,502$374K0.04%013F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC6,485$373K0.27%+2013F-HRTimeline
Chicago Wealth Management, Inc.6,436$370K0.16%+5013F-HRTimeline
SeaCrest Wealth Management, LLC6,435$369K0.04%-4,06613F-HRTimeline
SAXON INTERESTS, INC.6,341$368K0.14%+28513F-HRTimeline
AMERIFLEX GROUP, INC.6,408$368K0.14%+4,83813F-HRTimeline
TRUST POINT INC.6,284$361K0.03%013F-HRTimeline
ETF Store, Inc.6,165$354K0.38%+64213F-HRTimeline
Delta Investment Management, LLC6,142$353K0.06%-1,17413F-HRTimeline
Oxler Private Wealth LLC6,084$350K0.1%-1,39713F-HRTimeline
L & S Advisors Inc5,941$341K0.03%-813F-HRTimeline
McAlister, Sweet & Associates, Inc.5,908$340K0.22%+77513F-HRTimeline
Richardson Capital Management LLC5,837$335K0.16%+20013F-HRTimeline
REGIMEN WEALTH, LLC5,757$331K0.1%+2913F-HRTimeline
FIRST CITIZENS BANK & TRUST CO5,656$325K0.01%new13F-HRTimeline
Plotkin Financial Advisors, LLC5,656$325K0.16%-1,95413F-HRTimeline
Modera Wealth Management, LLC5,652$325K<0.01%+19913F-HRTimeline
Nova Wealth Management, Inc.5,625$323K0.23%-12,48013F-HRTimeline
Weaver Consulting Group5,560$320K0.08%-2,21413F-HRTimeline
Garde Capital, Inc.5,543$319K0.02%+7313F-HRTimeline
Capital Advisors Wealth Management, LLC5,537$318K0.05%-89,35013F-HRTimeline
Wealth Management Associates, Inc.5,535$318K0.11%+313F-HRTimeline
Sachetta, LLC5,513$317K0.12%-17513F-HRTimeline
North Capital, Inc.5,456$314K0.24%+113F-HRTimeline