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US CASH COWS 100 (fund)

788 managers (794 13F filers) reported a position in COWZ shares at 2025-09-30, 217,558,937 shares in all. 43 filers opened a position and 53 filers sold out during the quarter.

Managers
788
13F filers
794
New
43
Added
264
Reduced
403
Sold out
53
Shares held by filers
217,558,937

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
CRA Financial Services, LLC5,400$310K0.04%-17513F-HRTimeline
HMV Wealth Advisors, LLC5,373$309K0.17%013F-HRTimeline
SENTINEL PENSION ADVISORS, LLC5,372$309K0.05%-84813F-HRTimeline
WEST BANCORPORATION INC5,355$308K0.17%013F-HRTimeline
IMG Wealth Management, Inc.5,345$307K0.21%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.5,276$303K0.19%-76,23413F-HRTimeline
Legacy Financial Strategies, LLC5,260$302K0.05%-10,79613F-HRTimeline
BOKF, NAin group BOKF, NA5,212$300K<0.01%013F-HRTimelineGroup
Coppell Advisory Solutions LLC5,205$299K0.03%-1,33513F-HRTimeline
HCR Wealth Advisors5,156$297K0.03%+47513F-HRTimeline
Nautilus Advisors LLC5,174$297K0.2%-8513F-HRTimeline
Trexquant Investment LP5,170$297K<0.01%-3,84113F-HRTimeline
Bristlecone Advisors, LLC5,125$295K0.02%new13F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC5,075$292K0.06%+313F-HRTimeline
Ethos Financial Group, LLC5,067$291K0.02%-14113F-HRTimeline
True North Advisors, LLC5,065$291K0.05%+42113F-HRTimeline
Capital Investment Advisors, LLC5,036$289K<0.01%new13F-HRTimeline
Rothschild Capital Partners, LLC5,021$289K0.07%+15913F-HRTimeline
Pure Financial Advisors, LLC4,997$287K<0.01%+3913F-HRTimeline
Verdence Capital Advisors LLC4,901$286K0.02%+93613F-HRTimeline
Wealthspire Advisors, LLC4,969$286K<0.01%-8013F-HRTimeline
OPTIMA CAPITAL LLC4,925$283K0.14%-39713F-HRTimeline
M.E. ALLISON & CO., INC.4,885$281K0.2%+22513F-HRTimeline
CFS Investment Advisory Services, LLC4,837$280K0.02%-16713F-HRTimeline
Soundwatch Capital LLC4,839$278K0.04%-2,534,23513F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP4,789$275K<0.01%-6713F-HRTimelineGroup
SpringVest Wealth Management LLC4,767$274K0.2%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.4,752$273K<0.01%-1,28013F-HRTimelineGroup
CEERA INVESTMENTS, LLC4,695$270K0.08%013F-HRTimeline
Tradition Wealth Management, LLC4,686$269K0.02%-1,42013F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.4,630$266K0.06%013F-HRTimelineGroup
Strategic Financial Concepts, LLC4,623$266K0.04%+22213F-HRTimeline
Resurgent Financial Advisors LLC4,518$260K0.13%+74113F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp4,500$259K0.03%new13F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP4,500$259K<0.01%new13F-HRTimelineGroup
Arete Wealth Advisors, LLC4,480$257K0.02%-1,06813F-HRTimeline
Composition Wealth, LLC4,457$256K<0.01%-1,69313F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC4,440$255K0.02%-7,87813F-HRTimeline
KPP Advisory Services LLC4,435$255K0.04%-9,95913F-HRTimeline
MBL Wealth, LLC4,427$254K0.02%new13F-HRTimeline
Cresset Asset Management, LLC4,362$251K<0.01%+1013F-HR/ATimeline
Foster Group, Inc.4,350$250K0.01%new13F-HRTimeline
Simplicity Wealth,LLC4,346$250K0.01%-4,49213F-HRTimeline
Stark Wealth Management LLC4,330$249K1.14%-1713F-HRTimeline
Redhawk Wealth Advisors, Inc.4,316$248K0.03%-2,78513F-HRTimeline
Independent Wealth Network Inc.4,275$246K0.08%+3613F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…4,267$245K<0.01%+113F-HRTimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC4,261$245K0.08%-38013F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY4,243$244K0.18%+6913F-HRTimeline
Saxony Capital Management, LLC4,082$235K0.15%-55913F-HRTimeline
Novak & Powell Financial Services, Inc.4,079$234K0.12%+2513F-HRTimeline
Chancellor Financial Group WB LP4,050$233K0.17%+15013F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC3,922$225K0.06%-2613F-HRTimelineGroup
NAPA WEALTH MANAGEMENT3,861$222K0.1%-59913F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.3,858$222K0.09%+2113F-HRTimeline
Global Assets Advisory, LLC3,788$218K0.06%+4613F-HRTimeline
WESPAC Advisors SoCal, LLC3,775$217K0.04%-1,10013F-HRTimeline
Forefront Wealth Partners, LLC3,775$217K0.05%new13F-HRTimeline
Kovack Advisors, Inc.3,764$216K0.02%-44713F-HRTimeline
Argent Trust Co3,713$213K0.01%new13F-HRTimeline
Obermeyer Wealth Partners3,686$212K0.01%+1913F-HRTimeline
SteelPeak Wealth, LLC3,668$211K0.01%013F-HRTimeline
Headlands Technologies LLC3,651$210K0.02%+1,81013F-HRTimeline
CHAPIN DAVIS, INC.3,650$210K0.05%013F-HRTimeline
Ferguson Shapiro LLC3,644$209K0.07%013F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC3,625$208K0.06%-2,53313F-HRTimeline
MSH Capital Advisors LLC3,601$207K0.06%-6113F-HRTimeline
CERTUITY, LLC3,593$206K0.01%new13F-HRTimeline
Pacific Sun Financial Corp3,544$204K0.1%new13F-HRTimeline
Astoria Portfolio Advisors LLC.3,507$201K0.05%-16913F-HRTimeline
Sunbelt Securities, Inc.3,498$201K0.01%+2,20413F-HRTimeline
Accel Wealth Management3,484$200K0.06%-15013F-HRTimeline
Realta Investment Advisors3,471$199K0.07%-6013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3,455$199K<0.01%+17513F-HRTimelineGroup
WHITTIER TRUST CO3,242$187K<0.01%+5213F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC3,250$187K0.06%013F-HRTimeline
Murphy & Mullick Capital Management Corp3,192$184K0.14%+45813F-HRTimeline
SIGNATUREFD, LLC2,928$168K<0.01%+3613F-HRTimeline
CoreCap Advisors, LLC2,891$166K0.01%+53313F-HRTimeline
1 NORTH WEALTH SERVICES LLC2,745$158K0.06%-10013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.2,676$154K<0.01%new13F-HRTimelineGroup
S.A. Mason LLC2,600$149K0.07%+34513F-HRTimeline
WFA of San Diego, LLC2,544$146K0.1%-58713F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…2,405$138K0.06%-17313F-HRTimelineGroup
Turning Point Benefit Group, Inc.2,164$125K0.08%-2,06913F-HRTimeline
Asset Dedication, LLC2,125$122K0.01%-16013F-HRTimeline
KERR FINANCIAL PLANNING Corp2,057$121K0.17%13F-HR/ATimeline
DHJJ Financial Advisors, Ltd.1,968$113K0.04%+14113F-HRTimeline
LRI Investments, LLC1,874$108K0.01%013F-HRTimeline
McIlrath & Eck, LLC1,761$101K0.01%+913F-HRTimeline
Bare Financial Services, Inc1,736$99.8K0.03%013F-HRTimeline
Blue Trust, Inc.1,719$98.8K<0.01%-46313F-HRTimeline
Orion Capital Management LLC1,700$97.7K0.03%013F-HRTimeline
TD Capital Management LLC1,685$96.8K0.01%+913F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1,585$91.1K0.01%+20713F-HRTimeline
OAKWORTH CAPITAL, INC.1,568$90.1K0.01%013F-HRTimeline
Coastline Trust Co1,557$89.5K0.01%-14,54313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Anchor Investment Management, LLC1,551$89.1K0.01%+513F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.1,522$87.5K0.04%013F-HRTimeline
Crewe Advisors LLC1,514$87K0.01%+20213F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …1,514$87K0.02%13F-HRTimelineGroup
Sound Income Strategies, LLC1,467$83.5K<0.01%-11813F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC1,430$82.2K0.01%-65613F-HRTimelineGroup
CENTRAL TRUST Co1,342$77.1K<0.01%-1,03513F-HRTimeline
Investors Research Corp1,313$75.5K0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/1,280$73.6K0.01%-12913F-HRTimeline
Plante Moran Financial Advisors, LLC1,185$68.1K<0.01%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC1,165$67K<0.01%013F-HRTimeline
Hilltop National Bank1,100$63.2K0.02%013F-HRTimeline
Bell Investment Advisors, Inc1,076$61.8K0.01%013F-HRTimeline
SRH ADVISORS, LLC1,040$59.8K0.02%013F-HRTimeline
Comprehensive Financial Planning, Inc./…1,023$58.8K0.04%-14,41213F-HRTimeline
Crews Bank & Trust926$53.2K0.01%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.889$51.1K<0.01%new13F-HRTimeline
Missouri Trust & Investment Co861$49.5K0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC714$41K<0.01%013F-HRTimeline
NFSG Corp706$40.5K0.01%+17913F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources679$39K<0.01%new13F-HRTimelineGroup
2UniFi Bank650$37.4K0.02%013F-HRTimeline
Tidemark, LLC633$36.4K0.01%013F-HRTimeline
Smartleaf Asset Management LLC615$35.3K<0.01%-11713F-HRTimeline
Bogart Wealth, LLC611$35.1K<0.01%+2513F-HRTimeline
Larson Financial Group LLC604$34.7K<0.01%+20213F-HRTimeline
GAMMA Investing LLC585$33.6K<0.01%new13F-HRTimeline
Register Financial Advisors LLC575$33K0.01%-2513F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…535$30.7K<0.01%+15013F-HRTimelineGroup
HHM Wealth Advisors, LLC512$29.4K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.506$29.1K0.03%-12413F-HRTimeline
American Capital Advisory, LLC500$28.7K0.01%013F-HRTimeline
Brentview Investment Management LLC500$28.7K0.01%013F-HRTimeline
Redwood Park Advisors LLC500$28.7K0.02%013F-HRTimeline
Costello Asset Management, INC477$27.4K0.01%+213F-HRTimeline
Compass Financial Services Inc463$26.6K0.01%+21313F-HRTimeline
PROFFITT & GOODSON INC458$26.3K<0.01%013F-HRTimeline
Hughes Financial Services, LLC427$24.8K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC410$23.6K0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP389$22.4K<0.01%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC385$22.1K0.01%-7313F-HRTimeline
FSA Wealth Management LLC363$20.9K0.01%013F-HRTimeline
NVWM, LLC359$20.6K<0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST356$20.5K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC354$20.3K<0.01%+15413F-HRTimeline
SALEM INVESTMENT COUNSELORS INC350$20.1K<0.01%013F-HRTimeline
Gen-Wealth Partners Inc347$19.9K0.01%013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…340$19.5K<0.01%013F-HRTimelineGroup
Dunhill Financial, LLC300$17.2K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC307$17K<0.01%new13F-HRTimeline
Abound Wealth Management295$17K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.279$16K<0.01%-62313F-HRTimeline
Caitlin John, LLC271$15.6K0.01%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC255$14.7K<0.01%-20513F-HRTimeline
Fourth Dimension Wealth, LLC253$14.5K0.01%013F-HRTimeline
Nemes Rush Group LLC240$13.8K<0.01%new13F-HRTimeline
Pinnacle Bancorp, Inc.222$12.8K<0.01%+113F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT218$12.5K<0.01%-46513F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV220$12K<0.01%013F-HRTimeline
MCF Advisors LLC200$11.5K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC200$11.5K<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors180$10.3K<0.01%013F-HRTimelineGroup
WOLFF WIESE MAGANA LLC176$10.1K0.01%013F-HRTimeline
Salomon & Ludwin, LLC162$9.37K<0.01%013F-HRTimeline
Indiana Trust & Investment Management Co155$8.91K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates155$8.91K<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/150$8.62K<0.01%013F-HRTimelineGroup
Operose Advisors LLC146$8.39K<0.01%013F-HRTimeline
CVA Family Office, LLC141$8.1K<0.01%013F-HRTimeline
FIRST HORIZON CORP138$7.93K<0.01%13F-HRTimeline
Financial Network Wealth Advisors LLC129$7.41K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…127$7.32K0.01%-5,50813F-HRTimeline
Provenance Wealth Advisors, LLC110$6.32K<0.01%-9013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…102$5.87K<0.01%new13F-HRTimelineGroup
Clark Wealth Partners87$5.21K<0.01%-181,65413F-HRTimeline
Imprint Wealth LLC90$5.17K0.02%13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.88$5K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Measured Wealth Private Client Group, L…84$4.83K<0.01%new13F-HRTimeline
MJT & Associates Financial Advisory Gro…78$4.48K<0.01%-53713F-HRTimeline
SJS Investment Consulting Inc.77$4.43K<0.01%new13F-HRTimeline
Parallel Advisors, LLC59$3.39K<0.01%-12113F-HRTimeline
Winch Advisory Services, LLC58$3.33K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC71$2.57K<0.01%-213,21013F-HRTimeline
Abich Financial Wealth Management LLC44$2.53K<0.01%13F-HRTimeline
Farmers & Merchants Trust Co of Chamber…35$2K<0.01%013F-HRTimeline
Truvestments Capital LLC30$1.72K<0.01%013F-HRTimeline
United Community Bankin group United Community Bank14$805<0.01%new13F-HRTimelineGroup
KELLEHER FINANCIAL ADVISORS11$632<0.01%new13F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC10$575<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS3$172<0.01%new13F-HRTimelineGroup
Promus Capital, LLC0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.