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US CASH COWS 100 (fund)

801 managers (807 13F filers) reported a position in COWZ shares at 2025-06-30, 252,217,684 shares in all. 46 filers opened a position and 83 filers sold out during the quarter.

Managers
801
13F filers
807
New
46
Added
247
Reduced
433
Sold out
83
Shares held by filers
252,217,684

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Triumph Capital Management6,316$348K0.1%-1,35813F-HR/ATimeline
TRUST POINT INC.6,284$346K0.03%013F-HRTimeline
Quantum Private Wealth, LLC6,250$344K0.11%-1,80013F-HRTimeline
SENTINEL PENSION ADVISORS, LLC6,220$343K0.06%-31,42913F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC6,158$339K0.11%-3,15313F-HR/ATimeline
Composition Wealth, LLC6,150$339K0.01%new13F-HRTimeline
Tradition Wealth Management, LLC6,106$336K0.03%-10,63413F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.6,032$332K<0.01%-5,13413F-HRTimelineGroup
SAXON INTERESTS, INC.6,056$332K0.16%013F-HRTimeline
L & S Advisors Inc5,949$328K0.03%+3713F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC5,915$326K0.09%new13F-HRTimeline
Philip James Wealth Mangement, LLC5,915$326K0.04%+27313F-HRTimeline
REGIMEN WEALTH, LLC5,728$316K0.1%-289,67413F-HRTimeline
Revolve Wealth Partners, LLC5,717$315K0.04%-2513F-HRTimeline
Sachetta, LLC5,688$313K0.12%-31213F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC5,646$311K0.14%-5,21913F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…5,635$311K0.04%+2,56813F-HRTimeline
Richardson Capital Management LLC5,637$311K0.16%+6113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC5,616$309K<0.01%-3,44713F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC5,589$308K0.16%new13F-HRTimeline
Signal Advisors Wealth, LLC5,589$308K0.02%new13F-HRTimeline
CRA Financial Services, LLC5,575$307K0.05%-12513F-HRTimeline
Arete Wealth Advisors, LLC5,548$306K0.02%+60913F-HRTimeline
Wealth Management Associates, Inc.5,532$305K0.12%-89813F-HRTimeline
ETF Store, Inc.5,523$304K0.35%-40213F-HRTimeline
Optivise Advisory Services LLC5,471$301K0.15%-1,87013F-HRTimeline
Garde Capital, Inc.5,470$301K0.02%-37013F-HRTimeline
North Capital, Inc.5,455$301K0.26%-10013F-HRTimeline
Modera Wealth Management, LLC5,453$300K<0.01%-82113F-HRTimeline
HMV Wealth Advisors, LLC5,373$296K0.19%013F-HRTimeline
WEST BANCORPORATION INC5,355$295K0.19%-31,80013F-HRTimeline
SCOTIA CAPITAL INC.5,348$295K<0.01%new13F-HRTimeline
IMG Wealth Management, Inc.5,345$295K0.23%013F-HRTimeline
OPTIMA CAPITAL LLC5,322$293K0.16%+45613F-HRTimeline
Vienna Asset Management LLC5,318$293K0.2%-41,29513F-HRTimeline
Nautilus Advisors LLC5,259$290K0.21%-67413F-HRTimeline
Ethos Financial Group, LLC5,208$287K0.02%013F-HRTimeline
BOKF, NAin group BOKF, NA5,212$287K<0.01%-17813F-HRTimelineGroup
Benchmark Wealth Management, LLC5,208$287K0.13%-2,15713F-HRTimeline
McAlister, Sweet & Associates, Inc.5,133$283K0.25%-139,00313F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC5,072$279K0.06%-7313F-HRTimeline
Wealthspire Advisors, LLC5,049$278K<0.01%-1,27813F-HRTimeline
CFS Investment Advisory Services, LLC5,004$276K0.02%new13F-HRTimeline
Breakwater Capital Group4,980$274K0.04%-7,33913F-HRTimeline
Pure Financial Advisors, LLC4,958$273K<0.01%-1,10413F-HRTimeline
Aurora Private Wealth, Inc.4,943$272K0.2%-5,40813F-HRTimeline
WESPAC Advisors SoCal, LLC4,875$269K0.06%013F-HRTimeline
Rothschild Capital Partners, LLC4,862$268K0.07%-1,98513F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP4,856$268K<0.01%new13F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management4,773$263K0.01%-91113F-HRTimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC4,641$260K0.08%-46413F-HRTimeline
CEERA INVESTMENTS, LLC4,695$259K0.08%013F-HRTimeline
Fort Sheridan Advisors LLC4,693$259K0.04%-1,32513F-HRTimeline
HCR Wealth Advisors4,681$258K0.03%+20713F-HRTimeline
M.E. ALLISON & CO., INC.4,660$257K0.21%+25013F-HRTimeline
True North Advisors, LLC4,644$256K0.05%-11013F-HRTimeline
Saxony Capital Management, LLC4,641$256K0.2%-1,09713F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.4,630$255K0.06%013F-HRTimelineGroup
Regal Partners Ltdin group Regal Partners Ltd4,514$249K0.02%new13F-HRTimelineGroup
NAPA WEALTH MANAGEMENT4,460$246K0.12%-92813F-HRTimeline
WINCAP FINANCIAL LLC4,425$244K0.2%new13F-HRTimeline
Strategic Financial Concepts, LLC4,401$243K0.03%-8,84113F-HRTimeline
ZEGA Investments, LLC4,392$242K0.06%-27,52513F-HRTimeline
Gainplan LLC4,355$240K0.11%-1,41313F-HRTimeline
Cresset Asset Management, LLC4,352$240K<0.01%-121,86013F-HR/ATimeline
Stark Wealth Management LLC4,347$240K0.34%-6113F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…4,266$235K<0.01%new13F-HRTimelineGroup
Independent Wealth Network Inc.4,239$234K0.08%+14113F-HRTimeline
Turning Point Benefit Group, Inc.4,233$233K0.18%-1,40613F-HRTimeline
Kovack Advisors, Inc.4,211$232K0.02%-5,71813F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY4,174$230K0.2%+26613F-HRTimeline
Alpha Financial Partners LLC4,117$227K0.16%-19,28913F-HRTimeline
Three Magnolias Financial Advisors, LLC4,064$224K0.16%-3613F-HRTimeline
Novak & Powell Financial Services, Inc.4,054$223K0.15%new13F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…4,023$222K0.17%013F-HRTimeline
Verdence Capital Advisors LLC3,965$218K0.01%-40713F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC3,948$218K0.06%+13113F-HRTimelineGroup
Chancellor Financial Group WB LP3,900$215K0.17%new13F-HRTimeline
Quadrant Private Wealth Management, LLC3,874$213K0.04%-1,75313F-HRTimeline
GREENLEAF TRUST3,848$212K<0.01%013F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.3,837$211K0.09%new13F-HRTimeline
Global Assets Advisory, LLC3,742$210K0.08%-68,21713F-HRTimeline
Astoria Portfolio Advisors LLC.3,676$210K0.06%new13F-HRTimeline
Resurgent Financial Advisors LLC3,777$208K0.11%-12,29113F-HRTimeline
SteelPeak Wealth, LLC3,668$202K0.01%-1,03113F-HRTimeline
Obermeyer Wealth Partners3,667$202K0.01%-35113F-HRTimeline
MSH Capital Advisors LLC3,662$202K0.06%-1,13013F-HRTimeline
CHAPIN DAVIS, INC.3,650$201K0.06%new13F-HRTimeline
Ferguson Shapiro LLC3,644$201K0.07%-1513F-HRTimeline
Accel Wealth Management3,634$200K0.07%-20013F-HRTimeline
Realta Investment Advisors3,531$195K0.08%-29713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3,280$181K<0.01%+33813F-HRTimelineGroup
FLAGSHIP WEALTH ADVISORS, LLC3,250$179K0.07%013F-HRTimeline
WHITTIER TRUST CO3,190$176K<0.01%+4613F-HRTimeline
WFA of San Diego, LLC3,131$173K0.13%13F-HRTimeline
SIGNATUREFD, LLC2,892$159K<0.01%-27313F-HRTimeline
1 NORTH WEALTH SERVICES LLC2,845$157K0.06%+68713F-HRTimeline
Murphy & Mullick Capital Management Corp2,734$151K0.12%-24613F-HRTimeline
Legacy Investment Solutions, LLC2,578$142K0.08%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…2,578$142K0.08%-62313F-HRTimelineGroup
CENTRAL TRUST Co2,377$131K<0.01%+12313F-HRTimeline
CoreCap Advisors, LLC2,358$130K0.01%-11713F-HRTimeline
Asset Dedication, LLC2,285$126K0.01%+1813F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …2,280$126K0.02%13F-HRTimelineGroup
S.A. Mason LLC2,255$124K0.06%+22513F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC2,191$121K0.02%new13F-HRTimeline
Blue Trust, Inc.2,182$120K<0.01%-2,06313F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC2,086$115K0.02%+1,93613F-HRTimelineGroup
Brooklyn Investment Group2,022$111K0.01%new13F-HR/ATimeline
LRI Investments, LLC1,874$103K0.01%013F-HRTimeline
Headlands Technologies LLC1,841$101K0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.1,827$101K0.04%-57213F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,823$100K<0.01%-3413F-HRTimelineGroup
TRUST CO OF VERMONT1,816$100K<0.01%new13F-HRTimeline
McIlrath & Eck, LLC1,752$96.5K0.01%+513F-HRTimeline
Bare Financial Services, Inc1,736$95.7K0.03%013F-HRTimeline
Orion Capital Management LLC1,700$93.7K0.04%013F-HRTimeline
Beacon Capital Management, LLC1,685$92.8K0.01%new13F-HRTimeline
TD Capital Management LLC1,676$92.3K0.01%+513F-HRTimeline
Sound Income Strategies, LLC1,585$87.3K0.01%-54813F-HRTimeline
OAKWORTH CAPITAL, INC.1,568$86.4K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.1,570$86K0.05%-12,33013F-HRTimeline
Anchor Investment Management, LLC1,546$85.2K0.01%-17113F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.1,522$83.9K0.04%-20013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/1,409$77.6K0.01%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1,378$75.9K0.01%+65013F-HRTimeline
Sunbelt Securities, Inc.1,294$73.1K0.01%+96913F-HRTimeline
Investors Research Corp1,313$72.3K0.01%013F-HRTimeline
Crewe Advisors LLC1,312$72.3K0.01%+313F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC1,165$64.2K<0.01%013F-HRTimeline
Hilltop National Bank1,100$60.6K0.02%13F-HRTimeline
Kiker Wealth Management, LLC1,077$59.3K0.03%-7613F-HRTimeline
Bell Investment Advisors, Inc1,076$59.3K0.01%013F-HRTimeline
SRH ADVISORS, LLC1,040$57.3K0.02%013F-HRTimeline
Crews Bank & Trust926$51K0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.902$49.7K<0.01%13F-HRTimeline
Smartleaf Asset Management LLC732$40.3K<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC714$39.3K<0.01%+28513F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT683$37.6K<0.01%-470,67413F-HRTimeline
2UniFi Bank650$35.8K0.02%013F-HRTimeline
Tidemark, LLC633$34.9K0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.630$34.7K0.03%+12213F-HRTimeline
MJT & Associates Financial Advisory Gro…615$33.9K0.04%013F-HR/ATimeline
Register Financial Advisors LLC600$33.1K0.01%-11513F-HRTimeline
Bogart Wealth, LLC586$32.3K<0.01%-33613F-HRTimeline
Clearstead Advisors, LLC560$30.9K<0.01%013F-HRTimeline
NFSG Corp527$29K<0.01%+48713F-HRTimeline
HHM Wealth Advisors, LLC512$28.2K<0.01%-5313F-HRTimeline
American Capital Advisory, LLC500$27.6K0.01%013F-HRTimeline
Brentview Investment Management LLC500$27.6K0.01%013F-HRTimeline
Redwood Park Advisors LLC500$27.6K0.02%new13F-HRTimeline
Costello Asset Management, INC475$26.2K0.01%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC460$25.3K<0.01%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC458$25.2K0.02%-8913F-HRTimeline
PROFFITT & GOODSON INC458$25.2K<0.01%new13F-HRTimeline
Hughes Financial Services, LLC427$23.7K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC410$22.6K0.01%013F-HRTimeline
Larson Financial Group LLC402$22.2K<0.01%-22813F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…385$21.2K<0.01%-28113F-HRTimelineGroup
FSA Wealth Management LLC363$20K0.01%013F-HRTimeline
NVWM, LLC359$19.8K<0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST356$19.6K<0.01%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC350$19.3K<0.01%013F-HR/ATimeline
Gen-Wealth Partners Inc347$19.1K0.01%013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…340$19.1K<0.01%013F-HRTimelineGroup
Dunhill Financial, LLC300$16.5K<0.01%new13F-HRTimeline
Abound Wealth Management295$16.3K<0.01%013F-HRTimeline
SITTNER & NELSON, LLC284$15.6K0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC253$13.9K0.01%013F-HRTimeline
Compass Financial Services Inc250$13.8K0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.221$12.2K<0.01%-2,69313F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV220$12K<0.01%013F-HRTimeline
MCF Advisors LLC200$11K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC200$11K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC200$11K<0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC200$11K<0.01%-1,00013F-HRTimeline
EASTERN BANK189$10.4K<0.01%new13F-HRTimeline
Parallel Advisors, LLC180$9.92K<0.01%-4,49713F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors180$9.91K<0.01%013F-HRTimelineGroup
WOLFF WIESE MAGANA LLC176$9.7K0.01%013F-HRTimeline
POM Investment Strategies, LLC175$9.64K0.01%new13F-HRTimeline
Salomon & Ludwin, LLC162$9.16K<0.01%-16313F-HRTimeline
Indiana Trust & Investment Management Co155$8.54K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/150$8.27K<0.01%-14,16213F-HR/ATimelineGroup
Operose Advisors LLC146$8.04K<0.01%013F-HRTimeline
Traub Capital Management LLC143$7.88K0.01%13F-HRTimeline
CVA Family Office, LLC141$7.77K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC129$7.11K0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…128$7.06K<0.01%+113F-HRTimeline
Winch Advisory Services, LLC58$3.2K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.42$2.31K<0.01%-7313F-HRTimeline
Farmers & Merchants Trust Co of Chamber…35$2K<0.01%013F-HRTimeline
Truvestments Capital LLC30$1.65K<0.01%013F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC10$551<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB8$441<0.01%013F-HRTimeline
West Oak Capital, LLC700$3860.02%013F-HRTimeline
WealthShield Partners, LLC2$110<0.01%013F-HRTimeline
Beacon Capital Management, Inc.1$24<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Activest Wealth Management0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.