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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
Axiom Investment Management LLC7,019$437K0.29%013F-HRTimeline
Equity Wealth Partners, LLC7,016$436K0.16%-52213F-HRTimeline
Atlas Private Wealth Advisors6,906$430K0.09%+1213F-HRTimeline
SAXON INTERESTS, INC.6,733$419K0.12%+28113F-HRTimeline
Stewardship Advisors, LLC6,726$418K0.09%+513F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.6,659$414K0.08%-7,22913F-HRTimeline
VICTORY FINANCIAL GROUP, LLC6,655$414K0.04%-35913F-HRTimeline
Northwest Wealth Advisors, LLC6,639$413K0.24%-35013F-HRTimeline
Thompson David Blair6,592$410K0.2%-4,62913F-HRTimeline
Modera Wealth Management, LLC6,584$410K<0.01%-28013F-HRTimeline
WealthTrust Axiom LLC6,526$406K0.09%+1,64913F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC6,502$404K0.03%013F-HRTimeline
Range Advisory, LLC6,498$404K0.05%+12813F-HRTimeline
Resurgent Financial Advisors LLC6,411$399K0.11%-9,69513F-HRTimeline
WEST MICHIGAN ADVISORS, LLC6,324$393K0.07%-8013F-HR/ATimeline
TRUST POINT INC.6,284$391K0.03%013F-HRTimeline
Pallas Capital Advisors LLC6,110$380K0.01%new13F-HRTimeline
Richardson Capital Management LLC6,068$377K0.16%+9113F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC5,990$373K0.23%-6713F-HRTimeline
REGIMEN WEALTH, LLC5,967$371K0.1%+1013F-HRTimeline
Level Wealth Management LLC5,966$371K0.15%013F-HRTimeline
LANGLEY WEALTH MANAGEMENT, LLC5,848$364K0.35%13F-HR/ATimeline
KERR FINANCIAL PLANNING Corp5,823$362K0.4%+5513F-HRTimeline
McAlister, Sweet & Associates, Inc.5,784$360K0.19%-88113F-HRTimeline
L & S Advisors Inc5,777$359K0.04%+613F-HRTimeline
Socha Financial Group, LLC5,715$355K0.14%013F-HRTimeline
Chancellor Financial Group WB LP5,595$348K0.22%+46013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP5,595$348K<0.01%013F-HRTimelineGroup
Ethos Financial Group, LLC5,550$345K0.02%-119,41913F-HRTimeline
Dakota Wealth Management5,537$344K0.01%-62713F-HRTimeline
Wealth Management Associates, Inc.5,472$340K0.09%+52313F-HRTimeline
WealthTrust Asset Management, LLC5,389$335K0.18%+17213F-HRTimeline
HMV Wealth Advisors, LLC5,373$334K0.13%013F-HRTimeline
IMG Wealth Management, Inc.5,345$332K0.19%013F-HRTimeline
CRA Financial Services, LLC5,290$329K0.04%+9013F-HRTimeline
Pure Financial Advisors, LLC5,289$329K<0.01%+35113F-HRTimeline
Keating Financial Advisory Services, In…5,245$326K0.04%-1,27613F-HRTimeline
Plotkin Financial Advisors, LLC5,222$325K0.13%013F-HRTimeline
BOKF, NAin group BOKF, NA5,212$324K<0.01%013F-HRTimelineGroup
HCR Wealth Advisors5,174$322K0.03%+1613F-HRTimeline
Holos Integrated Wealth LLC4,992$321K0.15%-1,25713F-HRTimeline
Garde Capital, Inc.5,150$320K0.01%-21813F-HRTimeline
Capasso Planning Partners LLC5,142$320K0.16%-13613F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC5,059$315K0.05%-2,71113F-HRTimeline
Institute for Wealth Management, LLC.5,052$314K0.03%013F-HRTimeline
Argent Trust Co5,036$313K0.01%+1,49513F-HRTimeline
Bay Capital Advisors, LLC5,035$313K0.17%-31713F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC5,020$312K0.01%new13F-HRTimeline
Lavaca Capital LLC5,011$312K0.03%+913F-HRTimeline
E-Wealth Partners, LLC5,002$311K0.22%-57413F-HRTimeline
Carrera Capital Advisors4,963$309K0.05%-13613F-HRTimeline
SpringVest Wealth Management LLC4,934$307K0.19%013F-HRTimeline
BRIGHTON JONES LLC4,932$307K0.01%+90613F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC4,925$306K0.13%+1,26013F-HRTimeline
M.E. ALLISON & CO., INC.4,885$304K0.17%013F-HRTimeline
Pacific Sun Financial Corp4,860$302K0.12%+70613F-HRTimeline
Legacy Advisors, LLC4,843$301K0.03%013F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT4,843$301K0.08%-1,87813F-HRTimeline
Capital Advisors, Ltd. LLC4,837$301K0.03%-2,72513F-HRTimeline
OpenArc Corporate Advisory, LLC4,823$300K<0.01%-3113F-HRTimeline
Murphy & Mullick Capital Management Corp4,814$299K0.19%+1,80213F-HRTimeline
Redhawk Wealth Advisors, Inc.4,760$296K0.03%+413F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…4,757$296K<0.01%-2,18013F-HRTimelineGroup
Composition Wealth, LLC4,722$294K<0.01%+16513F-HRTimeline
SENTINEL PENSION ADVISORS, LLC4,515$293K0.04%+37913F-HRTimeline
CEERA INVESTMENTS, LLC4,695$292K0.12%013F-HRTimeline
Oxler Private Wealth LLC4,684$291K0.08%-1,40013F-HRTimeline
YANKCOM Partnership4,656$290K0.1%new13F-HRTimeline
Advisor Resource Council4,655$290K0.1%-14513F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.4,636$288K0.04%013F-HR/ATimeline
RETIREMENT PLANNING GROUP, LLC / NY4,604$286K0.16%-5213F-HRTimeline
Asset Allocation Strategies LLC4,593$286K0.04%new13F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…4,583$285K<0.01%+5213F-HRTimelineGroup
Strategic Financial Concepts, LLC4,566$284K0.08%-8,03113F-HRTimeline
Benson Wealth Management INC4,564$284K0.29%+87913F-HRTimeline
OPTIMA CAPITAL LLC4,549$283K0.11%-8613F-HRTimeline
Weaver Consulting Group4,548$283K0.06%-56213F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…4,547$283K<0.01%new13F-HRTimelineGroup
PMG Wealth Management, Inc.4,518$281K0.17%new13F-HRTimeline
Silver Grove Financial Group, Inc.4,518$281K0.15%+16113F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp4,500$280K0.03%013F-HRTimelineGroup
CHAPIN DAVIS, INC.4,450$277K0.05%+40013F-HRTimeline
Verdence Capital Advisors LLC4,418$275K0.01%-48413F-HRTimeline
Oregon Pacific Wealth Management, LLC4,403$274K0.26%+17013F-HRTimeline
Investment Management Trust, LLC4,399$274K0.25%+713F-HRTimeline
Independence Wealth Advisors, LLC4,376$272K0.14%-26113F-HRTimeline
SteelPeak Wealth, LLC4,364$271K0.01%+58413F-HRTimeline
Nautilus Advisors LLC4,231$271K0.16%-64813F-HRTimeline
Cornerstone Advisory, LLC4,292$267K0.02%-44813F-HRTimeline
Soundwatch Capital LLC4,276$266K0.03%-1,67313F-HRTimeline
Fisher Asset Management, LLC4,269$266K<0.01%+13113F-HRTimeline
J. M. Brown & Associates Inc.4,124$257K0.15%13F-HRTimeline
Marin Bay Wealth Advisors, LLC4,111$256K0.14%+21313F-HR/ATimeline
Simplicity Wealth,LLC4,103$255K0.01%+42513F-HRTimeline
Nova Wealth Management, Inc.4,082$254K0.14%-36213F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC4,054$252K0.03%013F-HRTimeline
Roan Capital Partners4,050$252K0.21%013F-HRTimeline
ADAPT WEALTH ADVISORS, LLC3,980$248K0.08%-1,75713F-HRTimeline
Capital Advisors Wealth Management, LLC3,904$243K0.03%-713F-HRTimeline
Breachway Investments LLC3,900$243K0.37%-42,11413F-HRTimeline
Integrated Advisors Network LLC3,872$241K0.01%-19913F-HRTimeline
Sankala Group LLC3,394$240K0.16%-52613F-HRTimeline
CoreCap Advisors, LLC3,827$238K0.01%+67413F-HRTimeline
BIP Wealth, LLC3,827$238K0.01%-29813F-HRTimeline
WESPAC Advisors SoCal, LLC3,775$235K0.04%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC3,755$234K0.05%-13213F-HRTimeline
COFG Advisors, LLC3,748$233K0.04%+41913F-HRTimeline
KPP Advisory Services LLC3,720$231K0.03%013F-HRTimeline
RED REEF ADVISORS LLC3,703$230K0.21%-30013F-HRTimeline
Summit Asset Management, LLC3,700$230K0.03%-4,23513F-HRTimeline
VVR Holdings LLC3,649$227K0.1%-47,30713F-HRTimeline
Cornerstone Planning, LLC3,639$226K0.05%013F-HRTimeline
Beacon Bridge Wealth Partners, LLC3,591$223K0.06%-2513F-HRTimeline
VestGen Investment Management3,589$223K0.12%new13F-HRTimeline
QUANTUM FINANCIAL PARTNERS LLC3,584$223K0.11%13F-HRTimeline
Novak & Powell Financial Services, Inc.3,584$223K0.11%+213F-HRTimeline
Aurora Private Wealth, Inc.3,560$221K0.14%-64113F-HRTimeline
Elevation Wealth Management LLC3,526$219K0.16%-813F-HRTimeline
Castle Rock Wealth Management, LLC3,468$218K0.04%-3013F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …3,497$218K<0.01%+19813F-HRTimelineGroup
CERTUITY, LLC3,489$217K0.01%-15013F-HRTimeline
ProCore Advisors, LLC3,483$217K0.27%+113F-HRTimeline
United Advisor Group, LLC3,472$216K0.02%-9513F-HRTimeline
Ruggaard & Associates LLC3,470$216K0.08%013F-HRTimeline
Robertson Stephens Wealth Management, L…3,408$212K0.01%new13F-HRTimeline
Accel Wealth Management3,374$210K0.05%-47013F-HRTimeline
MFA Wealth Services3,353$209K0.12%-1,34113F-HRTimeline
Fortis Capital Advisors, LLC3,304$206K0.02%new13F-HRTimeline
SeaCrest Wealth Management, LLC3,298$205K0.02%-35413F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.3,273$204K0.07%-39413F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC3,250$202K0.05%013F-HRTimeline
Waldron Private Wealth LLC3,245$202K0.01%013F-HRTimeline
Trexquant Investment LP3,235$201K<0.01%new13F-HRTimeline
WHITTIER TRUST CO3,144$200K<0.01%-5213F-HRTimeline
MATHER GROUP, LLC.3,046$189K<0.01%-1213F-HRTimeline
S.A. Mason LLC2,910$181K0.06%+11513F-HRTimeline
1 NORTH WEALTH SERVICES LLC2,848$177K0.06%-54513F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.2,711$169K0.1%-8013F-HRTimeline
Coastline Trust Co2,484$155K0.01%-15113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Regatta Research & Money Management2,331$145K0.14%13F-HRTimeline
Asset Dedication, LLC2,157$134K0.01%+313F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.2,006$125K0.05%+18513F-HRTimeline
Triumph Capital Management2,000$124K0.02%+3213F-HRTimeline
LRI Investments, LLC1,874$117K0.01%013F-HRTimeline
TD Capital Management LLC1,836$114K0.01%+313F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.1,812$113K0.03%+1,70213F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,793$112K<0.01%new13F-HRTimelineGroup
SIGNATUREFD, LLC1,784$111K<0.01%-1,10913F-HRTimeline
DHJJ Financial Advisors, Ltd.1,769$110K0.03%-20113F-HRTimeline
Anchor Investment Management, LLC1,737$108K0.01%+13213F-HRTimeline
Blue Trust, Inc.1,719$107K<0.01%013F-HRTimeline
Orion Capital Management LLC1,700$106K0.03%013F-HRTimeline
Salomon & Ludwin, LLC1,667$105K0.01%+213F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp1,645$102K<0.01%+1,06113F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1,581$98.4K0.01%-413F-HRTimeline
OAKWORTH CAPITAL, INC.1,568$97.5K<0.01%013F-HRTimeline
Crewe Advisors LLC1,462$91K0.01%+213F-HRTimeline
MCF Advisors LLC1,324$82.3K<0.01%+213F-HRTimeline
TRUST CO OF TOLEDO NA /OH/1,280$79.6K0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC1,280$79.6K0.01%013F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…1,229$76.6K0.03%+113F-HRTimeline
SWAN Capital LLC1,212$75.4K0.03%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC1,165$72.5K<0.01%013F-HRTimeline
Hilltop National Bank1,100$68.4K0.01%013F-HRTimeline
JDM Financial Group LLC1,081$67.2K0.02%new13F-HRTimeline
United Community Bankin group United Community Bank1,067$66.4K0.02%013F-HRTimelineGroup
SRH ADVISORS, LLC1,062$66.1K0.02%+2213F-HRTimeline
Bell Investment Advisors, Inc1,055$65.6K0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…1,034$64.3K0.03%+213F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources1,012$62.9K<0.01%+51213F-HRTimelineGroup
CENTRAL TRUST Co1,004$62.4K<0.01%-6313F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,000$62.2K0.02%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.994$61.8K<0.01%013F-HRTimelineGroup
Crews Bank & Trust926$57.6K0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC897$55.8K<0.01%+56913F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors896$55.7K0.01%013F-HRTimelineGroup
MONTAG A & ASSOCIATES INC890$55.4K<0.01%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.889$55.3K0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC856$53.3K0.03%-35013F-HRTimeline
Larson Financial Group LLC838$52.1K<0.01%+113F-HRTimeline
Cassaday & Co Wealth Management LLC834$51.9K<0.01%013F-HRTimeline
TRUST CO OF VERMONT800$49.8K<0.01%13F-HRTimeline
JTC Employer Solutions Trustee Ltd780$49K<0.01%013F-HRTimeline
MidFirst Bank765$47.6K<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …763$47.5K0.01%13F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC714$44.4K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC707$44.4K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.706$43.9K<0.01%013F-HRTimeline
BAYBAN683$42.5K0.03%new13F-HRTimeline
HM PAYSON & CO675$42K<0.01%013F-HRTimeline
Bogart Wealth, LLC650$40.5K<0.01%+113F-HRTimeline
NBH Bank650$40.4K0.02%13F-HRTimeline
KELLEHER FINANCIAL ADVISORS609$37.9K0.01%+59813F-HRTimeline
Register Financial Advisors LLC605$37.6K0.01%+8013F-HRTimeline
FIRST HORIZON CORP603$37.5K<0.01%013F-HRTimeline
GAMMA Investing LLC585$36.4K<0.01%013F-HRTimeline
Robbins Farley500$31.1K0.01%new13F-HRTimeline
American Capital Advisory, LLC500$31.1K0.01%013F-HRTimeline
Redwood Park Advisors LLC500$31.1K0.02%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC485$30.2K<0.01%013F-HRTimeline