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US CASH COWS 100 (fund)

839 managers (848 13F filers) reported a position in COWZ shares at 2025-12-31, 201,397,769 shares in all. 54 filers opened a position and 46 filers sold out during the quarter.

Managers
839
13F filers
848
New
54
Added
230
Reduced
390
Sold out
46
Shares held by filers
201,397,769

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Sonoma Allocations LLC19,468$1.22M0.4%+1,89213F-HRTimeline
LEGACY CAPITAL WEALTH MANAGEMENT, LLC20,139$1.21M0.73%13F-HRTimeline
Powers Advisory Group, LLC19,401$1.17M0.44%+33613F-HRTimeline
Vivid Wealth Management, LLC19,386$1.17M0.45%+2,10813F-HRTimeline
BigSur Wealth Management LLC19,155$1.16M0.28%013F-HRTimeline
VICUS CAPITAL19,177$1.15M0.09%-4713F-HRTimeline
Beacon Pointe Advisors, LLC19,050$1.15M0.01%-2,15313F-HRTimeline
Empire Financial Management Company, LLC19,046$1.15M0.25%+1,82013F-HRTimeline
Garden State Investment Advisory Servic…18,794$1.14M0.27%-2,37213F-HRTimeline
49 WEALTH MANAGEMENT, LLC18,849$1.13M0.09%-2,07513F-HRTimeline
INTEGRITY ALLIANCE, LLC.18,270$1.1M0.04%+6,93213F-HRTimeline
ROMANO BROTHERS AND COMPANY18,204$1.1M0.12%+22513F-HRTimeline
ARWA LLC18,132$1.09M0.64%13F-HRTimeline
Rubicon Advisors, GP18,022$1.08M1%13F-HRTimeline
Monetary Solutions, Ltd17,889$1.08M1.06%13F-HRTimeline
Nilsine Partners, LLC17,875$1.08M0.09%-6,00513F-HRTimeline
Total Clarity Wealth Management, Inc.17,867$1.08M0.26%-57013F-HRTimeline
Patriot Financial Group Insurance Agenc…17,799$1.07M0.13%-20613F-HRTimeline
Sun Financial Inc17,488$1.05M0.59%13F-HRTimeline
Centric Wealth Management16,428$1.03M0.22%-2,21813F-HRTimeline
Colonial River Investments, LLC17,029$1.02M0.37%+1,98613F-HRTimeline
Flagship Capital Management Inc.16,875$1.02M0.72%13F-HRTimeline
FWG Holdings, LLC16,277$1.01M0.38%-3,50813F-HR/ATimeline
Cypress Wealth Services, LLC16,761$1.01M0.14%-39713F-HRTimeline
Alchemi Wealth, LLC16,721$1.01M0.55%13F-HRTimeline
IVC Wealth Advisors LLC16,605$999K0.43%-2,02113F-HRTimeline
Avantax Planning Partners, Inc.16,469$991K0.03%-37213F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC16,428$988K0.67%-3,94213F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …16,398$987K0.06%-1,63713F-HRTimeline
Sovran Advisors, LLC15,831$986K0.08%-4,13413F-HRTimeline
Tactive Advisors, LLC16,348$984K0.29%-137,60313F-HRTimeline
AE Wealth Management LLC16,243$977K0.01%+1,59913F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers16,110$969K<0.01%+4,73913F-HRTimelineGroup
Sound Income Strategies, LLC15,660$966K0.05%+14,19313F-HRTimeline
Encompass More Asset Management15,934$959K0.18%-61113F-HRTimeline
Thompson David Blair15,912$957K0.55%13F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC15,738$957K0.32%-30713F-HRTimelineGroup
Key Client Fiduciary Advisors, LLC15,852$954K0.33%-38713F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD15,810$951K0.14%13F-HRTimeline
Harbor Asset Planning, Inc.15,595$938K0.8%-17813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC15,556$936K0.02%-18,16513F-HRTimelineGroup
Braeburn Wealth Management LLC15,509$933K0.48%13F-HRTimeline
Ritter Daniher Financial Advisory LLC /…15,427$928K0.16%-4,35713F-HRTimeline
Cooper Financial Group15,402$927K0.1%-8,94113F-HRTimeline
Revisor Wealth Management LLC15,149$926K0.25%+7,70313F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC15,172$913K0.45%-52813F-HRTimeline
BEAM WEALTH ADVISORS, INC.15,129$910K0.25%-55313F-HRTimeline
Scarborough Advisors, LLC14,593$878K0.15%-1,10713F-HRTimeline
BARRETT & COMPANY, INC.14,297$860K0.29%-1,00013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP14,246$857K<0.01%+3,09013F-HRTimelineGroup
SlateStone Wealth, LLC14,240$857K0.07%-91813F-HRTimeline
Sageworth Trust Co14,190$854K0.04%013F-HRTimeline
Investor's Fiduciary Advisor Network, L…13,847$833K0.18%+33013F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC13,816$831K0.66%013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC13,798$830K0.02%-2,91713F-HRTimeline
HICKS CAPITAL MANAGEMENT LLC13,720$826K0.83%-313F-HRTimeline
Vertex Planning Partners, LLC13,567$816K0.19%-2213F-HRTimeline
Commonwealth Financial Services, LLC13,228$796K0.13%-73913F-HRTimeline
Brookwood Investment Group LLC13,148$791K0.1%+1,03913F-HRTimeline
Mutual Advisors, LLC13,083$787K0.02%-17513F-HRTimeline
Long Island Wealth Management, Inc.13,028$784K0.37%+30913F-HRTimeline
Insight Advisors, LLC/ PA12,934$778K0.12%-1,43213F-HRTimeline
KOM Wealth Management Group, LLC12,922$778K0.55%+1,07013F-HRTimeline
Quantinno Capital Management LP12,909$777K<0.01%new13F-HRTimeline
Balentine LLC12,908$777K0.03%013F-HRTimeline
Guardian Asset Advisors, LLC12,782$769K0.4%-64113F-HRTimeline
Claro Advisors Inc.12,743$767K0.1%-17913F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC12,532$754K0.02%-5,05413F-HRTimelineGroup
ELEVATION POINT WEALTH PARTNERS, LLC12,396$754K0.04%+1,61213F-HRTimeline
Autumn Glory Partners, LLC12,414$747K0.26%-19813F-HRTimeline
BlueStem Wealth Partners, LLC12,410$747K0.08%+2,15813F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC12,215$746K0.29%-1,08513F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.12,396$746K0.01%+1,61213F-HRTimeline
Lewis Asset Management, LLC12,388$745K0.3%+1,11613F-HRTimeline
Millstone Evans Group, LLC12,189$733K0.43%-23213F-HRTimeline
Circle Wealth Management, LLC11,967$720K0.01%013F-HRTimeline
OxenFree Capital LLC11,945$719K0.38%+1,78613F-HRTimeline
Perissos Private Wealth Management, LLC11,833$712K0.61%-19,37213F-HRTimeline
Sierra Capital LLC11,785$709K0.08%+12913F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC11,775$708K0.04%-2,74113F-HRTimeline
MFA Wealth Services11,742$707K0.48%-87413F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC11,681$703K0.01%-46913F-HRTimeline
Ocean Park Asset Management, LLC11,681$703K0.03%-46913F-HRTimeline
Gateway Wealth Partners, LLC11,582$697K0.08%+1,40413F-HRTimeline
Cornerstone Planning Group LLC11,106$690K0.11%+11,03513F-HRTimeline
RPS ADVISORY SOLUTIONS LLC11,435$688K0.32%-6,05213F-HRTimeline
FSA WEALTH PARTNERS, INC.11,425$687K0.25%new13F-HRTimeline
Dynamic Advisor Solutions LLC11,422$687K0.02%-1,35513F-HRTimeline
MMA ASSET MANAGEMENT LLC11,377$685K0.24%-5,79613F-HRTimeline
LaSalle St. Investment Advisors, LLC11,373$684K0.11%-2,53313F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC11,354$683K0.09%-1,81413F-HRTimeline
Cyndeo Wealth Partners, LLC11,340$682K0.04%+3013F-HRTimeline
Cairn Investment Group, Inc.11,340$682K0.32%+94013F-HRTimeline
Ballast Rock Private Wealth LLC11,210$681K0.43%13F-HRTimeline
CHANNEL WEALTH LLC11,270$678K0.17%-30813F-HRTimeline
Berger Financial Group, Inc11,220$675K0.04%+30813F-HRTimeline
MWA Asset Management11,117$669K0.37%-7313F-HRTimeline
Tyche Wealth Partners LLC11,061$666K0.11%-53413F-HRTimeline
Centerpoint Advisory Group11,043$664K0.51%-76013F-HRTimeline
Teamwork Financial Advisors, LLC10,948$659K0.07%-3,30913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/10,822$651K<0.01%+2,26313F-HRTimelineGroup
5T Wealth, LLC10,692$643K0.26%-4,06013F-HRTimeline
ProVise Management Group, LLC10,620$639K0.05%+7813F-HRTimeline
TAGStone Capital, Inc.10,454$635K0.24%+2813F-HRTimeline
Chicago Wealth Management, Inc.10,545$635K0.25%+4,10913F-HRTimeline
Hofer & Associates. Inc10,474$630K0.33%+17113F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC10,434$628K0.1%-41013F-HRTimeline
NOVEM GROUP10,427$627K0.07%-59013F-HRTimeline
Intrepid Financial Planning Group LLC10,336$622K0.24%-6213F-HRTimeline
WCG Wealth Advisors LLC10,335$622K0.02%new13F-HRTimeline
Keystone Financial Group10,328$621K0.05%+2,38813F-HRTimeline
VISTA INVESTMENT PARTNERS LLC10,309$620K0.16%-7713F-HRTimeline
PFG Investments, LLC10,305$620K0.03%-90013F-HRTimeline
LANARK FINANCIAL, INC.10,178$612K0.05%-23613F-HRTimeline
FLOW TRADERS U.S. LLC10,122$609K0.02%-89,04313F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC10,045$604K0.03%-18913F-HRTimeline
Madison Wealth Partners, Inc10,036$604K0.11%new13F-HRTimeline
Bleakley Financial Group, LLC10,036$604K0.01%new13F-HRTimeline
N.E.W. Advisory Services LLC10,024$603K0.04%013F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC10,022$603K0.22%-57413F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.9,900$602K0.24%+2,00013F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC10,000$602K0.04%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP9,984$601K<0.01%+5,19513F-HRTimelineGroup
Oregon Pacific Wealth Management, LLC9,967$600K0.62%-23,62913F-HRTimeline
Lionsbridge Wealth Management LLC9,870$594K0.6%-2213F-HRTimeline
Wealthspire Advisors, LLC9,855$593K<0.01%+4,88613F-HRTimeline
Gaddis Premier Wealth Advisors LLC9,842$592K0.45%13F-HRTimeline
Bravias Capital Group, LLC9,790$589K0.36%-5313F-HRTimeline
Balefire, LLC9,699$584K0.11%-19813F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC9,679$582K0.05%-9913F-HRTimelineGroup
CAPITAL ADVISORY GROUP ADVISORY SERVICE…9,613$578K0.17%-31413F-HRTimeline
Equity Wealth Partners, LLC9,573$576K0.37%-6,34113F-HRTimeline
BKM Wealth Management, LLC9,533$574K0.21%+8313F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.9,528$573K0.03%-68213F-HRTimelineGroup
Next Level Wealth Planning, LLC9,520$573K0.3%-13713F-HRTimeline
Coordinated Financial Services, Inc.9,418$567K0.33%-35013F-HRTimeline
Windsor Advisory Group, LLC9,388$565K0.5%-22,41513F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC9,376$564K0.14%+1,84313F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC9,357$563K0.12%+40913F-HRTimeline
ROMAN BUTLER FULLERTON & CO9,056$562K0.15%+59113F-HRTimeline
WEST MICHIGAN ADVISORS, LLC9,229$561K0.13%-713F-HRTimeline
BNB Wealth Management, LLC9,232$555K0.36%13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…9,210$554K<0.01%-6613F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC9,196$553K<0.01%+2,39413F-HRTimelineGroup
GTS SECURITIES LLC9,188$553K0.02%-39,05613F-HRTimeline
Ranch Capital Advisors Inc.9,106$553K0.2%-3413F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…9,100$548K0.33%-1,90013F-HRTimelineGroup
Diligent Investors, LLC9,025$543K0.13%013F-HRTimeline
GSG Advisors LLC9,002$542K0.14%013F-HRTimeline
GM Advisory Group, LLC8,999$541K0.02%new13F-HRTimeline
WealthCare Investment Partners, LLC8,918$539K0.16%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,957$539K<0.01%-87413F-HRTimelineGroup
Front Row Advisors LLC8,858$538K0.18%+7513F-HRTimeline
Heck Capital Advisors, LLC8,939$538K0.04%-1,11213F-HRTimeline
Bey-Douglas LLC8,785$529K0.42%-31913F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…8,731$525K0.01%-20013F-HRTimelineGroup
Tranquility Partners, LLC8,668$522K0.19%-12013F-HRTimeline
Dakota Wealth Management8,664$521K0.01%new13F-HR/ATimeline
Opal Wealth Advisors, LLC8,653$521K0.14%-1,44613F-HRTimeline
BCGM Wealth Management, LLC8,627$519K0.13%-22913F-HRTimeline
Grant Street Asset Management, Inc.8,599$517K0.1%-3,68113F-HRTimeline
Arax Advisory Partners8,463$509K0.01%new13F-HRTimeline
UPTICK PARTNERS, LLC8,373$504K0.11%-1,44713F-HRTimeline
Jacksonville Wealth Management, LLC8,372$504K0.36%013F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC8,352$503K0.01%-75113F-HRTimelineGroup
Provident Living Financial Services, In…8,283$498K0.49%13F-HRTimeline
Welch Financial Planning, LLC8,129$489K0.36%13F-HRTimeline
Financial Engines Advisors L.L.C.8,018$482K<0.01%-5213F-HRTimeline
Glass Jacobson Investment Advisors llc8,006$482K0.17%-1,93113F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group8,000$481K0.05%new13F-HRTimelineGroup
Jacobi Capital Management LLC7,995$481K0.03%013F-HRTimeline
HRT FINANCIAL LP7,953$478K<0.01%-6,36013F-HRTimeline
Summit Asset Management, LLC7,935$477K0.07%+69013F-HRTimeline
Strategic Financial Concepts, LLC7,901$475K0.43%+3,27813F-HRTimeline
Tortuga Wealth Management, Inc7,891$475K0.5%13F-HRTimeline
Hilton Head Capital Partners, LLC7,877$474K0.28%13F-HRTimeline
NTV Asset Management LLC7,875$474K0.05%-75013F-HRTimeline
FIDUCIENT ADVISORS LLC7,770$472K0.06%013F-HRTimeline
Capital Advisors, Ltd. LLC7,837$472K0.05%013F-HRTimeline
ADAPT WEALTH ADVISORS, LLC7,774$468K0.16%-5,18713F-HRTimeline
Maridea Wealth Management LLC7,752$466K0.07%+7913F-HRTimeline
Odyssey Capital Advisors, Inc.7,748$466K0.41%13F-HRTimeline
Soundwatch Capital LLC7,686$462K0.07%+2,84713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management7,662$461K0.02%+81713F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC7,552$454K0.02%+3,11213F-HRTimeline
Avantra Family Wealth, Inc.7,500$451K0.33%+7713F-HRTimeline
Prepared Retirement Institute LLC7,429$447K0.22%013F-HRTimeline
AMERIFLEX GROUP, INC.7,420$446K0.23%+1,01213F-HRTimeline
M3 Advisory Group, LLC7,235$435K0.27%+23313F-HRTimeline
Accurate Wealth Management, LLC6,920$429K0.05%-21913F-HRTimeline
Northwest Wealth Advisors, LLC7,109$428K0.33%13F-HRTimeline
Koshinski Asset Management, Inc.7,086$426K0.03%013F-HRTimeline
Continuum Advisory, LLC7,030$423K0.04%+5213F-HRTimeline
OpenArc Corporate Advisory, LLC7,019$422K0.01%13F-HRTimeline
RTD Financial Advisors, Inc.7,000$421K0.05%013F-HRTimeline
Advisor Resource Council6,970$419K0.15%-40013F-HRTimeline
SOL Capital Management CO6,895$415K0.04%013F-HRTimeline
Atlas Private Wealth Advisors6,803$409K0.1%-69013F-HRTimeline
CHOREO, LLC6,746$409K0.01%-8,00013F-HRTimeline
RFG Advisory, LLC6,792$409K0.01%-10,69413F-HRTimeline