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Disclosery

COWZ PACER FDS TR

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US CASH COWS 100 (fund)

851 managers (859 13F filers) reported a position in COWZ shares at 2024-12-31, 310,386,547 shares in all. 69 filers opened a position and 37 filers sold out during the quarter.

Managers
851
13F filers
859
New
69
Added
397
Reduced
247
Sold out
37
Shares held by filers
310,386,547

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Capital Advisors, Ltd. LLC9,740$550K0.07%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…9,676$547K<0.01%+3,39213F-HRTimelineGroup
BKM Wealth Management, LLC9,603$542K0.22%013F-HRTimeline
OxenFree Capital LLC9,457$534K0.4%-98013F-HRTimeline
Centurion Wealth Management LLC9,437$533K0.17%+1,25013F-HRTimeline
Ranch Capital Advisors Inc.9,402$533K0.25%+27513F-HRTimeline
EWG Elevate Inc.9,395$531K0.16%new13F-HRTimeline
Benchmark Wealth Management, LLC9,278$524K0.26%-4713F-HRTimeline
Tranquility Partners, LLC9,240$522K0.2%-49913F-HRTimeline
Moloney Securities Asset Management, LLC9,236$522K0.07%+98613F-HRTimeline
Hofer & Associates. Inc9,171$518K0.35%+1,66213F-HRTimeline
RTD Financial Advisors, Inc.9,100$514K0.07%013F-HRTimeline
Financial Engines Advisors L.L.C.9,016$509K<0.01%new13F-HRTimeline
Balefire, LLC8,943$506K0.17%+61713F-HRTimeline
GSG Advisors LLC8,853$500K0.16%+3813F-HRTimeline
WEST MICHIGAN ADVISORS, LLC8,782$498K0.15%-1,57813F-HRTimeline
Glass Jacobson Investment Advisors llc8,818$498K0.16%+1,53913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Stark Wealth Management LLC8,816$498K0.37%13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC8,672$490K<0.01%+2,64613F-HRTimelineGroup
WealthCare Investment Partners, LLC8,544$483K0.21%+3513F-HRTimeline
Prospect Financial Services LLC8,500$480K0.26%+1113F-HRTimeline
L & S Advisors Inc8,440$477K0.05%-1,49313F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC8,388$474K0.01%+6,99013F-HRTimeline
Bey-Douglas LLC8,345$471K0.41%-6413F-HRTimeline
PFG Investments, LLC8,316$470K0.03%+2,13913F-HRTimeline
Kovack Advisors, Inc.8,245$466K0.05%new13F-HRTimeline
Ocean Park Asset Management, LLC8,155$461K0.02%new13F-HRTimeline
Retireful, LLC8,148$460K0.26%013F-HRTimeline
Quantum Private Wealth, LLC8,046$454K0.15%+69113F-HRTimeline
Modera Wealth Management, LLC8,024$453K0.01%+2,15913F-HRTimeline
Plotkin Financial Advisors, LLC8,012$453K0.27%-1,45713F-HRTimeline
FNY Investment Advisers, LLC8,000$451K0.23%new13F-HRTimeline
Private Portfolio Partners LLC7,941$448K0.08%-23513F-HRTimeline
Keystone Financial Group7,931$448K0.04%+1,14413F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.7,917$447K0.03%+4,27813F-HRTimelineGroup
Jacobi Capital Management LLC7,863$444K0.03%-2413F-HRTimeline
Front Row Advisors LLC7,778$441K0.15%+66013F-HRTimeline
FIDUCIENT ADVISORS LLC7,770$441K0.05%013F-HRTimeline
TRUST CO OF OKLAHOMA7,797$440K0.14%013F-HRTimeline
Next Level Wealth Planning, LLC7,654$432K0.34%13F-HRTimeline
NewEdge Wealth, LLC7,650$432K0.01%-1,71013F-HRTimeline
Soundwatch Capital LLC7,541$426K0.05%+2,82213F-HRTimeline
Arete Wealth Advisors, LLC7,494$423K0.03%+3,28413F-HRTimeline
Koshinski Asset Management, Inc.7,463$422K0.04%-88613F-HRTimeline
Rothschild Capital Partners, LLC7,324$414K0.1%-15113F-HRTimeline
Redhawk Wealth Advisors, Inc.7,290$412K0.06%-1113F-HRTimeline
EP Wealth Advisors, LLC7,256$410K<0.01%-3,00913F-HRTimeline
Philip James Wealth Mangement, LLC7,218$408K0.05%-36,09013F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC7,198$407K0.18%+87013F-HRTimeline
NAPA WEALTH MANAGEMENT7,035$397K0.17%new13F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC6,999$395K0.14%+1,48913F-HRTimeline
Wealth Management Associates, Inc.6,975$394K0.17%-43213F-HRTimeline
LexAurum Advisors, LLC6,917$391K0.08%new13F-HRTimeline
Wealth Watch Advisors, INC6,879$389K0.24%13F-HRTimeline
Coppell Advisory Solutions LLC6,877$386K0.05%-52013F-HRTimeline
Beck Bode, LLC6,744$381K0.07%-2,30913F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC6,730$380K<0.01%-6,14213F-HRTimelineGroup
Delta Investment Management, LLC6,714$379K0.07%-2113F-HRTimeline
CFS Investment Advisory Services, LLC6,669$377K0.03%+4113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management6,622$374K0.01%+1,45513F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.6,345$361K<0.01%+1,63013F-HRTimelineGroup
Quadrant Private Wealth Management, LLC6,328$359K0.09%+3413F-HRTimeline
M3 Advisory Group, LLC6,332$358K0.26%-61713F-HRTimeline
Prosperitas Financial LLC6,316$357K0.18%-92013F-HRTimeline
TRUST POINT INC.6,284$355K0.02%013F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC6,248$353K0.27%13F-HRTimeline
Nautilus Advisors LLC6,188$349K0.28%13F-HRTimeline
Trexquant Investment LP6,160$348K<0.01%new13F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…6,087$344K0.05%new13F-HRTimelineGroup
Paragon Private Wealth Management, LLC6,052$342K0.16%+2,25713F-HRTimeline
MISSION WEALTH MANAGEMENT, LP6,035$341K0.01%new13F-HRTimeline
Smart Money Group LLC5,976$338K0.12%-96813F-HRTimeline
Fort Sheridan Advisors LLC5,926$335K0.05%+42613F-HRTimeline
SPINNAKER TRUST5,893$333K0.02%-3,38213F-HRTimeline
SIGNATUREFD, LLC5,838$330K0.01%-2,19813F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC5,809$328K0.17%new13F-HRTimelineGroup
Sachetta, LLC5,800$328K0.13%-2,59513F-HRTimeline
ETF Store, Inc.5,768$326K0.4%+1,89213F-HRTimeline
NWF Advisory Services Inc.5,641$320K0.05%new13F-HRTimeline
CW Advisors, LLC5,627$318K<0.01%-1,16313F-HRTimeline
GRIES FINANCIAL LLC5,623$318K0.06%-1,69613F-HRTimeline
CRA Financial Services, LLC5,600$316K0.05%+1,10013F-HRTimeline
HCR Wealth Advisors5,583$315K0.04%+82013F-HRTimeline
HMV Wealth Advisors, LLC5,543$313K0.31%13F-HRTimeline
IMG Wealth Management, Inc.5,345$302K0.28%13F-HRTimeline
SAXON INTERESTS, INC.5,334$301K0.13%+1,80613F-HRTimeline
Riggs Capital Management LLC5,261$297K0.29%13F-HRTimeline
Consolidated Portfolio Review Corp5,236$296K0.05%+49713F-HRTimeline
Kellett Wealth Advisors, LLC5,225$295K0.2%-50013F-HRTimeline
Garde Capital, Inc.5,203$294K0.02%+20913F-HRTimeline
Richardson Capital Management LLC5,174$292K0.19%+3,01813F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC5,140$290K0.06%new13F-HRTimeline
ROMAN BUTLER FULLERTON & CO4,833$285K0.09%new13F-HRTimeline
Arax Advisory Partners5,012$283K0.02%+61913F-HRTimeline
WINTRUST INVESTMENTS LLC5,005$282K0.25%+27313F-HRTimeline
Empower Advisory Group, LLC4,911$277K<0.01%new13F-HRTimeline
Parallel Advisors, LLC4,893$276K0.01%-2,73013F-HRTimeline
SteelPeak Wealth, LLC4,841$275K0.01%+1,12513F-HRTimeline
LEGACY SOLUTIONS, LLC4,840$273K0.3%13F-HRTimeline
WESPAC Advisors SoCal, LLC4,765$269K0.06%+10013F-HRTimeline
Novak & Powell Financial Services, Inc.4,729$267K0.16%+40113F-HRTimeline
CEERA INVESTMENTS, LLC4,695$265K0.09%013F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.4,630$261K0.06%013F-HRTimelineGroup
WEALTHCARE CAPITAL MANAGEMENT LLC4,593$259K0.03%-23413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,535$256K0.01%new13F-HRTimelineGroup
WealthTrust Asset Management, LLC4,528$256K0.18%+17113F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp4,500$254K0.04%013F-HRTimelineGroup
Sierra Capital LLC4,495$254K0.03%-3313F-HRTimeline
Accurate Wealth Management, LLC4,492$254K0.05%new13F-HRTimeline
Bleakley Financial Group, LLC4,442$251K0.01%-5213F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA4,426$250K<0.01%-34713F-HRTimelineGroup
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …4,424$250K0.06%013F-HRTimelineGroup
Quad-Cities Investment Group, LLC4,410$249K0.12%-1,28613F-HRTimeline
M.E. ALLISON & CO., INC.4,380$247K0.27%13F-HRTimeline
Aviance Capital Partners, LLC4,375$247K0.03%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.4,372$247K<0.01%new13F-HRTimelineGroup
CERTUITY, LLC4,241$240K0.03%+1413F-HRTimeline
GREENLEAF TRUST4,184$236K<0.01%013F-HRTimeline
Amplius Wealth Advisors, LLC4,167$235K0.02%+33313F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC4,155$235K0.1%+113F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS4,077$230K<0.01%+2,57313F-HRTimelineGroup
UP STRATEGIC WEALTH INVESTMENT ADVISORS…4,023$227K0.23%013F-HRTimeline
Santori & Peters, Inc.4,003$226K0.09%013F-HRTimeline
Independent Wealth Network Inc.3,991$225K0.09%-26413F-HRTimeline
MSH Capital Advisors LLC3,976$225K0.07%-1,06313F-HRTimeline
Fisher Asset Management, LLC3,950$223K<0.01%-7,80013F-HRTimeline
Capital Investment Advisors, LLC3,906$221K<0.01%new13F-HRTimeline
INTEGRITY ALLIANCE, LLC.3,845$217K0.02%13F-HRTimeline
LOWERY THOMAS, LLC3,836$217K0.14%-1,34913F-HRTimeline
Accel Wealth Management3,834$217K0.08%+26413F-HRTimeline
Verdence Capital Advisors LLC3,802$215K0.02%+3813F-HRTimeline
Obermeyer Wealth Partners3,757$212K0.01%+29413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,749$212K<0.01%+2,00213F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC3,719$210K<0.01%new13F-HRTimeline
RWA WEALTH PARTNERS, LLC3,674$208K<0.01%013F-HRTimeline
Beacon Bridge Wealth Partners, LLC3,663$207K0.09%new13F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.3,636$205K<0.01%-21913F-HRTimeline
Ferguson Shapiro LLC3,588$203K0.08%new13F-HRTimeline
Quantinno Capital Management LP3,587$203K<0.01%-56513F-HRTimeline
SFG Wealth Management, LLC.3,569$202K0.11%-47813F-HRTimeline
Realta Investment Advisors3,452$197K0.08%-70213F-HRTimeline
Pinnacle Bancorp, Inc.3,217$182K0.06%+1,02513F-HRTimeline
WHITTIER TRUST CO3,144$178K<0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC3,025$171K0.1%13F-HRTimeline
Runnymede Capital Advisors, Inc.2,916$165K0.14%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,740$155K<0.01%+1,65013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.2,683$152K0.06%+2213F-HRTimeline
Headlands Technologies LLC2,515$142K0.01%new13F-HRTimeline
Murphy & Mullick Capital Management Corp2,199$125K0.11%13F-HRTimeline
United Community Bankin group United Community Bank2,110$119K0.05%new13F-HRTimelineGroup
Legacy Investment Solutions, LLC2,079$119K0.08%+11613F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…2,079$119K0.08%+11613F-HRTimelineGroup
Asset Dedication, LLC2,090$118K0.01%+913F-HRTimeline
CENTRAL TRUST Co2,079$117K<0.01%-8813F-HRTimeline
LRI Investments, LLC1,874$106K0.01%013F-HRTimeline
Crewe Advisors LLC1,836$104K0.01%-20413F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,824$103K0.02%+45513F-HRTimeline
McIlrath & Eck, LLC1,732$97.8K0.01%+713F-HRTimeline
S.A. Mason LLC1,715$96.9K0.05%+11513F-HRTimeline
Anchor Investment Management, LLC1,709$96.5K0.01%+413F-HRTimeline
Orion Capital Management LLC1,700$96K0.04%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.1,608$90.8K0.04%+16113F-HRTimeline
MidAtlantic Capital Management, Inc.1,584$89.5K0.07%013F-HRTimeline
OAKWORTH CAPITAL, INC.1,568$88.6K0.01%013F-HRTimeline
Dogwood Wealth Management LLC1,475$83.3K0.04%new13F-HRTimeline
Riggs Asset Managment Co. Inc.1,420$79.7K0.02%new13F-HRTimeline
Investors Research Corp1,313$74.2K0.02%+30713F-HRTimeline
Avior Wealth Management, LLC1,301$73.5K<0.01%-19813F-HRTimeline
Provenance Wealth Advisors, LLC1,300$73.4K0.01%-46313F-HRTimeline
NFSG Corp1,290$72.9K0.02%+1,24513F-HRTimeline
Sunbelt Securities, Inc.1,294$72.7K0.01%+60213F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC1,165$65.8K<0.01%new13F-HR/ATimeline
Hilltop National Bank1,100$62.1K0.02%013F-HRTimeline
Bell Investment Advisors, Inc1,076$60.8K0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…1,075$60.7K<0.01%+96213F-HRTimelineGroup
TCTC Holdings, LLCin group TCTC Holdings, LLC1,010$57K<0.01%new13F-HRTimelineGroup
Empowered Funds, LLC989$55.9K<0.01%new13F-HRTimeline
First Horizon Advisors, Inc.979$55.3K<0.01%013F-HRTimeline
PFG Private Wealth Management, LLC967$54.6K0.03%013F-HRTimeline
Crews Bank & Trust926$52.3K0.01%13F-HRTimeline
HHM Wealth Advisors, LLC745$42.1K0.01%-7913F-HRTimeline
Clearstead Advisors, LLC672$38K<0.01%+11213F-HRTimeline
IAG Wealth Partners, LLC670$37.8K0.01%013F-HRTimeline
2UniFi Bank650$36.7K0.02%13F-HRTimeline
Blue Trust, Inc.634$35.8K<0.01%-19913F-HR/ATimeline
Tidemark, LLC633$35.8K0.01%013F-HRTimeline
CAPITAL & PLANNING, LLC612$34.6K0.03%13F-HRTimeline
Bogart Wealth, LLC579$32.7K<0.01%+213F-HRTimeline
SRH ADVISORS, LLC525$29.7K0.01%+8013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC524$29.6K<0.01%+29413F-HRTimeline
Quest 10 Wealth Builders, Inc.508$28.7K0.03%13F-HRTimeline
American Capital Advisory, LLC500$28.2K0.02%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC498$28.1K0.02%13F-HRTimeline
Human Investing LLC478$27K<0.01%new13F-HRTimeline
DecisionPoint Financial, LLC466$26.3K0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC429$24.2K<0.01%new13F-HRTimeline
CBIZ Investment Advisory Services, LLC428$24.2K<0.01%new13F-HRTimeline
Sugarloaf Wealth Management, LLC420$23.7K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC410$23.2K0.01%013F-HRTimeline
TruNorth Capital Management, LLC404$22.8K0.01%new13F-HRTimeline