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Disclosery

COWZ PACER FDS TR

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US CASH COWS 100 (fund)

834 managers (841 13F filers) reported a position in COWZ shares at 2025-03-31, 294,869,504 shares in all. 65 filers opened a position and 69 filers sold out during the quarter.

Managers
834
13F filers
841
New
65
Added
387
Reduced
312
Sold out
69
Shares held by filers
294,869,504

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Balefire, LLC8,792$481K0.17%-15113F-HRTimeline
Next Level Wealth Planning, LLC8,594$471K0.36%+94013F-HRTimeline
OxenFree Capital LLC9,514$470K0.36%+5713F-HRTimeline
WealthCare Investment Partners, LLC9,500$469K0.2%+95613F-HRTimeline
Financial Engines Advisors L.L.C.8,526$467K<0.01%-49013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.8,485$464K<0.01%new13F-HRTimelineGroup
Prospect Financial Services LLC8,477$464K0.26%-2313F-HRTimeline
Bey-Douglas LLC8,458$463K0.42%+11313F-HRTimeline
GSG Advisors LLC8,927$457K0.15%+7413F-HRTimeline
WEST MICHIGAN ADVISORS, LLC8,200$449K0.15%-58213F-HRTimeline
Front Row Advisors LLC8,188$448K0.17%+41013F-HRTimeline
Fisher Asset Management, LLC8,132$445K<0.01%+4,18213F-HRTimeline
Jacobi Capital Management LLC8,129$445K0.03%+26613F-HRTimeline
Simplicity Wealth,LLC8,073$442K0.03%new13F-HRTimeline
Quantum Private Wealth, LLC8,050$441K0.17%+413F-HRTimeline
Plotkin Financial Advisors, LLC8,012$439K0.27%013F-HRTimeline
VISTA INVESTMENT PARTNERS LLC7,989$437K0.13%new13F-HRTimeline
Arax Advisory Partners7,952$435K0.03%+2,94013F-HRTimeline
Fortis Capital Advisors, LLC7,948$435K0.09%-6,35613F-HRTimeline
VICTORY FINANCIAL GROUP, LLC7,914$433K0.08%new13F-HRTimeline
KOM Wealth Management Group, LLC7,839$429K0.37%new13F-HRTimeline
Trexquant Investment LP7,835$429K<0.01%+1,67513F-HRTimeline
Keystone Financial Group7,803$427K0.04%-12813F-HRTimeline
Prepared Retirement Institute LLC7,792$427K0.27%new13F-HRTimeline
FIDUCIENT ADVISORS LLC7,770$425K0.05%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC7,698$422K0.16%+69913F-HRTimeline
Triumph Capital Management7,674$420K0.14%-19,68313F-HRTimeline
Koshinski Asset Management, Inc.7,599$416K0.04%+13613F-HRTimeline
Virtue Capital Management, LLC7,393$404K0.05%new13F-HRTimeline
Benchmark Wealth Management, LLC7,365$403K0.2%-1,91313F-HRTimeline
Optivise Advisory Services LLC7,341$402K0.23%-12,47813F-HRTimeline
Delta Investment Management, LLC7,174$393K0.08%+46013F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…7,111$389K0.07%new13F-HRTimeline
Redhawk Wealth Advisors, Inc.7,080$388K0.05%-21013F-HRTimeline
NewEdge Wealth, LLC7,069$387K0.01%-58113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.7,068$387K<0.01%+2,69613F-HRTimelineGroup
LexAurum Advisors, LLC6,928$379K0.07%+1113F-HRTimeline
Stewardship Advisors, LLC6,896$378K0.1%-6,17913F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC6,885$377K0.19%+1,07613F-HRTimelineGroup
Rothschild Capital Partners, LLC6,847$375K0.1%-47713F-HRTimeline
Revisor Wealth Management LLC6,705$367K0.16%new13F-HRTimeline
Icon Wealth Advisors, LLC6,665$365K0.03%new13F-HRTimeline
Ruggaard & Associates LLC6,580$360K0.16%new13F-HRTimeline
M3 Advisory Group, LLC6,519$357K0.28%+18713F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC6,465$354K0.32%+21713F-HRTimeline
Wealth Management Associates, Inc.6,430$352K0.15%-54513F-HRTimeline
Chicago Wealth Management, Inc.6,375$349K0.18%-178,19713F-HRTimeline
Wealthspire Advisors, LLC6,327$346K<0.01%-5,63413F-HRTimeline
ROMAN BUTLER FULLERTON & CO6,887$346K0.13%+2,05413F-HRTimeline
TRUST POINT INC.6,284$344K0.03%013F-HRTimeline
Modera Wealth Management, LLC6,274$344K<0.01%-1,75013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS6,123$335K<0.01%+2,04613F-HRTimelineGroup
Pure Financial Advisors, LLC6,062$332K0.01%new13F-HRTimeline
SAXON INTERESTS, INC.6,056$332K0.16%+72213F-HRTimeline
Fort Sheridan Advisors LLC6,018$330K0.05%+9213F-HRTimeline
Sachetta, LLC6,000$329K0.13%+20013F-HRTimeline
Nautilus Advisors LLC5,933$325K0.27%-25513F-HRTimeline
ETF Store, Inc.5,925$324K0.4%+15713F-HRTimeline
L & S Advisors Inc5,912$324K0.04%-2,52813F-HRTimeline
Garde Capital, Inc.5,840$320K0.02%+63713F-HRTimeline
Kellett Wealth Advisors, LLC5,825$319K0.22%+60013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/5,801$318K<0.01%-5,42713F-HRTimelineGroup
Gainplan LLC5,768$316K0.21%-8,60713F-HRTimeline
Revolve Wealth Partners, LLC5,742$314K0.05%new13F-HRTimeline
Saxony Capital Management, LLC5,738$314K0.28%-7,38413F-HRTimeline
CRA Financial Services, LLC5,700$312K0.05%+10013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management5,684$311K0.01%-93813F-HRTimelineGroup
Beck Bode, LLC5,670$310K0.06%-1,07413F-HRTimeline
Philip James Wealth Mangement, LLC5,642$309K0.04%-1,57613F-HRTimeline
Quadrant Private Wealth Management, LLC5,627$308K0.08%-70113F-HRTimeline
Richardson Capital Management LLC5,576$305K0.19%+40213F-HRTimeline
North Capital, Inc.5,555$304K0.29%13F-HRTimeline
Consolidated Portfolio Review Corp5,512$302K0.05%+27613F-HRTimeline
BOKF, NAin group BOKF, NA5,390$295K0.01%new13F-HRTimelineGroup
NAPA WEALTH MANAGEMENT5,388$295K0.17%-1,64713F-HRTimeline
HMV Wealth Advisors, LLC5,373$294K0.23%-17013F-HRTimeline
IMG Wealth Management, Inc.5,345$293K0.26%013F-HRTimeline
Soundwatch Capital LLC5,284$289K0.13%-2,25713F-HRTimeline
Cairn Investment Group, Inc.5,280$289K0.16%new13F-HRTimeline
Ethos Financial Group, LLC5,208$285K0.03%+5,06713F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC5,145$282K0.06%+513F-HRTimeline
Turning Point Benefit Group, Inc.5,639$275K0.26%-7,31113F-HRTimeline
Arete Wealth Advisors, LLC4,939$270K0.02%-2,55513F-HRTimeline
WESPAC Advisors SoCal, LLC4,875$267K0.07%+11013F-HRTimeline
OPTIMA CAPITAL LLC4,866$266K0.17%-41,93213F-HRTimeline
LEGACY SOLUTIONS, LLC4,865$266K0.29%+2513F-HRTimeline
MSH Capital Advisors LLC4,792$262K0.08%+81613F-HRTimeline
True North Advisors, LLC4,754$260K0.05%new13F-HRTimeline
Miller Investment Management, LP4,753$260K0.03%-19,00013F-HRTimeline
SteelPeak Wealth, LLC4,699$257K0.01%-14213F-HRTimeline
CEERA INVESTMENTS, LLC4,695$257K0.09%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC5,105$256K0.12%+95013F-HRTimeline
Parallel Advisors, LLC4,677$256K0.01%-21613F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.4,630$253K0.06%013F-HRTimelineGroup
Prime Capital Investment Advisors, LLC4,537$248K<0.01%new13F-HRTimeline
WealthTrust Asset Management, LLC4,528$248K0.18%013F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA4,494$246K<0.01%+6813F-HRTimelineGroup
WoodTrust Financial Corpin group WoodTrust Financial Corp4,500$246K0.03%013F-HRTimelineGroup
Sierra Capital LLC4,495$246K0.03%013F-HRTimeline
HCR Wealth Advisors4,474$245K0.03%-1,10913F-HRTimeline
M.E. ALLISON & CO., INC.4,410$241K0.24%+3013F-HRTimeline
Stark Wealth Management LLC4,408$241K2.49%-4,40813F-HRTimeline
Aviance Capital Partners, LLC4,375$240K0.03%013F-HRTimeline
Verdence Capital Advisors LLC4,372$239K0.02%+57013F-HRTimeline
CERTUITY, LLC4,269$234K0.02%+2813F-HRTimeline
Blue Trust, Inc.4,245$232K<0.01%+3,61113F-HRTimeline
Accurate Wealth Management, LLC4,617$230K0.04%+12513F-HRTimeline
Amplius Wealth Advisors, LLC4,173$228K0.02%+613F-HRTimeline
Three Magnolias Financial Advisors, LLC4,100$225K0.19%new13F-HRTimeline
Independent Wealth Network Inc.4,098$224K0.09%+10713F-HRTimeline
Quad-Cities Investment Group, LLC4,058$222K0.11%-35213F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC4,031$221K<0.01%-2,69913F-HRTimelineGroup
UP STRATEGIC WEALTH INVESTMENT ADVISORS…4,023$220K0.2%013F-HRTimeline
Obermeyer Wealth Partners4,018$220K0.01%+26113F-HRTimeline
Santori & Peters, Inc.4,003$219K0.09%013F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY3,908$214K0.22%new13F-HRTimeline
GREENLEAF TRUST3,848$211K<0.01%-33613F-HRTimeline
Accel Wealth Management3,834$210K0.08%013F-HRTimeline
Realta Investment Advisors3,828$210K0.1%+37613F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …3,818$209K0.05%13F-HRTimelineGroup
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC3,817$209K0.06%-13,26413F-HRTimelineGroup
LOWERY THOMAS, LLC3,768$206K0.14%-6813F-HRTimeline
RWA WEALTH PARTNERS, LLC3,674$201K<0.01%013F-HRTimeline
Ferguson Shapiro LLC3,659$200K0.07%+7113F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC3,250$178K0.07%+22513F-HR/ATimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…3,201$175K0.13%+1,12213F-HRTimelineGroup
SIGNATUREFD, LLC3,165$173K<0.01%-2,67313F-HRTimeline
WHITTIER TRUST CO3,144$172K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…3,067$168K0.03%+1,24313F-HRTimeline
Murphy & Mullick Capital Management Corp2,980$163K0.16%+78113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,942$161K<0.01%+20213F-HRTimelineGroup
Pinnacle Bancorp, Inc.2,914$160K0.05%-30313F-HRTimeline
CoreCap Advisors, LLC2,475$136K0.01%-53,25213F-HRTimeline
DHJJ Financial Advisors, Ltd.2,399$131K0.05%-28413F-HRTimeline
Asset Dedication, LLC2,267$124K0.01%+17713F-HRTimeline
CENTRAL TRUST Co2,254$123K<0.01%+17513F-HRTimeline
1 NORTH WEALTH SERVICES LLC2,158$118K0.05%new13F-HRTimeline
Sound Income Strategies, LLC2,133$117K0.01%+1,84413F-HRTimeline
United Community Bankin group United Community Bank2,110$116K0.04%013F-HRTimelineGroup
S.A. Mason LLC2,030$111K0.06%+31513F-HRTimeline
LRI Investments, LLC1,874$103K0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,857$102K<0.01%+1,67113F-HRTimelineGroup
Dogwood Wealth Management LLC1,841$101K0.05%+36613F-HRTimeline
McIlrath & Eck, LLC1,747$95.7K0.01%+1513F-HRTimeline
Bare Financial Services, Inc1,736$95.1K0.04%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.1,722$94.3K0.04%+11413F-HRTimeline
Anchor Investment Management, LLC1,717$94K0.01%+813F-HRTimeline
Orion Capital Management LLC1,700$93.1K0.04%013F-HRTimeline
TD Capital Management LLC1,671$91.5K0.01%+1,50813F-HRTimeline
OAKWORTH CAPITAL, INC.1,568$85.9K0.01%013F-HRTimeline
Investors Research Corp1,313$71.9K0.02%013F-HRTimeline
Crewe Advisors LLC1,309$71.7K0.01%-52713F-HRTimeline
Provenance Wealth Advisors, LLC1,200$65.7K0.01%-10013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC1,165$63.8K<0.01%013F-HRTimeline
Kiker Wealth Management, LLC1,153$63.1K0.04%new13F-HRTimeline
Bell Investment Advisors, Inc1,076$58.9K0.01%013F-HRTimeline
Clarity Asset Management, Inc.1,059$58K0.04%+95613F-HRTimeline
SRH ADVISORS, LLC1,040$57K0.02%+51513F-HRTimeline
First Horizon Advisors, Inc.985$53.9K<0.01%+613F-HRTimeline
PFG Private Wealth Management, LLC967$53K0.03%013F-HRTimeline
Investment Research & Advisory Group, I…961$52.6K0.02%new13F-HRTimeline
Crews Bank & Trust926$50.7K0.01%013F-HRTimeline
Bogart Wealth, LLC922$50.5K<0.01%+34313F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC728$39.9K0.01%+49213F-HRTimeline
Register Financial Advisors LLC715$39.2K0.02%new13F-HRTimeline
2UniFi Bank650$37.2K0.02%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…666$36.5K<0.01%-40913F-HRTimelineGroup
Tidemark, LLC633$34.7K0.01%013F-HRTimeline
Larson Financial Group LLC630$34.5K<0.01%+30513F-HRTimeline
MJT & Associates Financial Advisory Gro…615$33.7K0.03%13F-HRTimeline
HHM Wealth Advisors, LLC565$30.9K<0.01%-18013F-HRTimeline
Clearstead Advisors, LLC560$30.7K<0.01%-11213F-HRTimeline
Flaharty Asset Management, LLC557$30.5K<0.01%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC547$30K0.02%+4913F-HRTimeline
Quest 10 Wealth Builders, Inc.508$27.8K0.03%013F-HRTimeline
American Capital Advisory, LLC500$27.4K0.01%013F-HRTimeline
Brentview Investment Management LLC500$27.4K0.01%new13F-HRTimeline
DecisionPoint Financial, LLC466$25.5K0.01%013F-HRTimeline
Synergy Investment Management, LLC448$24.5K0.01%+11113F-HRTimeline
JFS WEALTH ADVISORS, LLC429$23.5K<0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC428$23.4K<0.01%013F-HR/ATimeline
Hughes Financial Services, LLC427$23.3K<0.01%new13F-HRTimeline
Cherry Tree Wealth Management, LLC410$22.5K0.01%013F-HRTimeline
TruNorth Capital Management, LLC404$22.1K0.01%013F-HRTimeline
FSA Wealth Management LLC363$19.9K0.01%013F-HRTimeline
NVWM, LLC359$19.7K0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC350$19.2K<0.01%new13F-HRTimeline
Runnymede Capital Advisors, Inc.350$19.2K0.02%-2,56613F-HRTimeline
Gen-Wealth Partners Inc347$19K0.01%013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…340$18.6K0.01%013F-HRTimelineGroup
Salomon & Ludwin, LLC325$17.8K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.325$17.8K<0.01%-96913F-HRTimeline
GAMMA Investing LLC316$17.3K<0.01%013F-HR/ATimeline
BROWN, LISLE/CUMMINGS, INC.306$16.8K<0.01%013F-HRTimeline
First Pacific Financial297$16.2K<0.01%new13F-HRTimeline
Abound Wealth Management295$16.2K0.01%new13F-HRTimeline
SITTNER & NELSON, LLC284$15.6K0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC253$13.9K0.01%013F-HRTimeline
Compass Financial Services Inc250$13.7K0.01%new13F-HRTimeline
Glassman Wealth Services238$13K<0.01%new13F-HRTimeline