Skip to content

COWZ PACER FDS TR

Follow

US CASH COWS 100 (fund)

839 managers (848 13F filers) reported a position in COWZ shares at 2025-12-31, 201,397,769 shares in all. 54 filers opened a position and 46 filers sold out during the quarter.

Managers
839
13F filers
848
New
54
Added
230
Reduced
390
Sold out
46
Shares held by filers
201,397,769

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Bay Capital Advisors, LLC6,783$408K0.25%-2,21013F-HRTimeline
VICTORY FINANCIAL GROUP, LLC6,667$401K0.05%-2413F-HRTimeline
Caprock Group, LLC6,550$398K0.01%013F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC6,502$395K0.04%013F-HRTimeline
SIERRA SUMMIT ADVISORS LLC6,485$390K0.06%new13F-HRTimeline
ETF Store, Inc.6,302$379K0.39%+13713F-HRTimeline
SAXON INTERESTS, INC.6,297$379K0.13%-4413F-HRTimeline
TRUST POINT INC.6,284$378K0.03%013F-HRTimeline
Capasso Planning Partners LLC6,273$377K0.21%-3,56113F-HRTimeline
Forefront Wealth Partners, LLC6,271$377K0.18%+2,49613F-HRTimeline
Range Advisory, LLC6,262$377K0.1%13F-HRTimeline
L & S Advisors Inc6,110$368K0.03%+16913F-HRTimeline
Oxler Private Wealth LLC6,084$366K0.11%013F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC6,057$364K0.24%-42813F-HRTimeline
Socha Financial Group, LLC5,986$360K0.18%-1,82713F-HRTimeline
Stewardship Advisors, LLC5,924$356K0.08%-97213F-HRTimeline
Richardson Capital Management LLC5,910$356K0.18%+7313F-HRTimeline
McAlister, Sweet & Associates, Inc.5,908$355K0.27%013F-HRTimeline
Rothschild Capital Partners, LLC5,817$350K0.08%+79613F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding5,816$350K+5,476Timeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…5,814$350K<0.01%+1,54713F-HRTimelineGroup
REGIMEN WEALTH, LLC5,748$346K0.1%-913F-HRTimeline
North Capital, Inc.5,725$344K0.3%+26913F-HR/ATimeline
E-Wealth Partners, LLC5,705$343K0.29%13F-HRTimeline
Modera Wealth Management, LLC5,651$340K<0.01%-113F-HRTimeline
MISSION WEALTH MANAGEMENT, LP5,629$339K0.01%-4,24513F-HRTimeline
MSH Capital Advisors LLC5,629$339K0.07%+2,02813F-HRTimeline
Carrera Capital Advisors5,569$339K0.06%new13F-HRTimeline
True North Advisors, LLC5,578$336K0.04%+51313F-HRTimeline
HMV Wealth Advisors, LLC5,373$323K0.16%013F-HRTimeline
IMG Wealth Management, Inc.5,345$322K0.2%013F-HRTimeline
Capital Advisors Wealth Management, LLC5,311$320K0.04%-22613F-HRTimeline
Plotkin Financial Advisors, LLC5,294$319K0.16%-36213F-HRTimeline
Weaver Consulting Group5,268$317K0.08%-29213F-HRTimeline
HCR Wealth Advisors5,256$316K0.03%+10013F-HRTimeline
BOKF, NAin group BOKF, NA5,212$314K<0.01%013F-HRTimelineGroup
CRA Financial Services, LLC5,200$313K0.04%-20013F-HRTimeline
Garde Capital, Inc.5,178$312K0.02%-36513F-HRTimeline
HUB Investment Partners, LLC5,173$311K0.01%-140,58313F-HRTimeline
Stegent Equity Advisors, Inc.5,127$308K0.24%-35,07713F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC5,125$308K0.08%-5,55813F-HRTimeline
Nova Wealth Management, Inc.5,071$305K0.21%-55413F-HRTimeline
Nautilus Advisors LLC5,069$305K0.2%-10513F-HRTimeline
Ethos Financial Group, LLC5,067$305K0.02%013F-HRTimeline
Wealth Management Associates, Inc.4,970$299K0.1%-56513F-HRTimeline
Advyzon Investment Management, LLC4,953$298K0.03%new13F-HRTimeline
Pure Financial Advisors, LLC4,938$297K<0.01%-5913F-HRTimeline
Lavaca Capital LLC4,936$297K0.05%new13F-HRTimeline
CFS Investment Advisory Services, LLC4,923$296K0.02%+8613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC4,913$296K<0.01%+1,45813F-HRTimelineGroup
Verdence Capital Advisors LLC4,901$295K0.02%013F-HRTimeline
M.E. ALLISON & CO., INC.4,885$294K0.2%013F-HRTimeline
NewEdge Wealth, LLC4,837$291K<0.01%-2,00713F-HRTimeline
SpringVest Wealth Management LLC4,767$287K0.2%013F-HRTimeline
Chancellor Financial Group WB LP4,760$286K0.2%+71013F-HRTimeline
Cornerstone Advisory, LLC4,740$285K0.03%-6,31813F-HRTimeline
Coppell Advisory Solutions LLC4,669$283K0.03%-53613F-HRTimeline
CEERA INVESTMENTS, LLC4,695$282K0.11%013F-HRTimeline
PINNACLE ASSOCIATES LTD4,654$280K<0.01%new13F-HRTimeline
Pinnacle Wealth Management Advisory Gro…4,654$280K0.02%new13F-HRTimeline
OPTIMA CAPITAL LLC4,607$280K0.12%-31813F-HRTimeline
Independence Wealth Advisors, LLC4,637$279K0.16%13F-HRTimeline
Sankala Group LLC4,284$278K0.22%13F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY4,572$278K0.19%+32913F-HRTimeline
Secure Asset Management, LLC4,584$276K0.04%-2,59013F-HRTimeline
Institute for Wealth Management, LLC.4,567$275K0.03%new13F-HRTimeline
Xcelsior Advisor Partners LLC4,543$273K0.13%13F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp4,500$271K0.03%013F-HRTimelineGroup
Trexquant Investment LP4,470$269K<0.01%-70013F-HRTimeline
Composition Wealth, LLC4,457$268K<0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.4,350$262K0.23%new13F-HRTimeline
Redhawk Wealth Advisors, Inc.4,316$260K0.03%013F-HRTimeline
BIP Wealth, LLC4,252$256K0.01%new13F-HRTimeline
Resurgent Financial Advisors LLC4,209$253K0.13%-30913F-HRTimeline
Aurora Private Wealth, Inc.4,201$253K0.17%13F-HRTimeline
SENTINEL PENSION ADVISORS, LLC4,168$251K0.04%-1,20413F-HRTimeline
SeaCrest Wealth Management, LLC4,058$248K0.03%-2,37713F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC3,885$248K0.07%-37613F-HRTimeline
KPP Advisory Services LLC4,104$247K0.04%-33113F-HRTimeline
Stark Wealth Management LLC4,088$246K0.92%-24213F-HRTimeline
Novak & Powell Financial Services, Inc.4,079$245K0.13%013F-HRTimeline
RED REEF ADVISORS LLC4,058$244K0.25%13F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC4,053$244K0.03%new13F-HRTimeline
Saxony Capital Management, LLC4,039$243K0.15%-4313F-HRTimeline
Delta Investment Management, LLC4,008$241K0.04%-2,13413F-HRTimeline
INSTRUMENTAL WEALTH, LLC3,627$234K0.14%-118,50113F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.3,858$232K0.09%013F-HRTimeline
Accel Wealth Management3,844$231K0.06%+36013F-HRTimeline
WESPAC Advisors SoCal, LLC3,823$230K0.05%+4813F-HRTimeline
ProCore Advisors, LLC3,789$228K0.23%13F-HRTimeline
Pacific Sun Financial Corp3,744$227K0.11%+20013F-HRTimeline
SIMON QUICK ADVISORS, LLC3,736$225K0.01%new13F-HRTimeline
Benson Wealth Management INC3,735$225K0.25%13F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC3,694$222K0.06%-22813F-HRTimelineGroup
Headlands Technologies LLC3,651$220K0.02%013F-HRTimeline
CHAPIN DAVIS, INC.3,650$220K0.05%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.3,606$217K0.14%-1,67013F-HRTimeline
CERTUITY, LLC3,593$216K0.01%013F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC3,585$216K0.1%13F-HRTimeline
SteelPeak Wealth, LLC3,536$215K0.01%-13213F-HRTimeline
KCM INVESTMENT ADVISORS LLC3,566$215K0.01%new13F-HRTimeline
Argent Trust Co3,541$213K0.01%-17213F-HRTimeline
Beacon Bridge Wealth Partners, LLC3,530$212K0.07%new13F-HRTimeline
First Western Trust Bank3,510$211K0.01%new13F-HRTimeline
Integrated Advisors Network LLC3,495$210K0.01%-3,04613F-HRTimeline
Ruggaard & Associates LLC3,470$209K0.08%new13F-HRTimeline
Facet Wealth, Inc.3,319$206K<0.01%new13F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC3,423$206K0.06%-20213F-HRTimeline
Garton & Associates Financial Advisors …3,362$202K0.11%13F-HRTimeline
Spectrum Strategic Capital Management, …3,352$202K0.11%-96,89213F-HRTimeline
Realta Investment Advisors3,344$201K0.07%-12713F-HRTimeline
WHITTIER TRUST CO3,242$200K<0.01%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC3,302$199K0.07%+55713F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,259$196K<0.01%-1,49313F-HRTimelineGroup
FLAGSHIP WEALTH ADVISORS, LLC3,250$196K0.06%013F-HRTimeline
CoreCap Advisors, LLC3,249$196K0.01%+35813F-HRTimeline
YANKCOM Partnership2,993$180K0.08%new13F-HRTimeline
Murphy & Mullick Capital Management Corp2,992$180K0.13%-20013F-HRTimeline
SIGNATUREFD, LLC2,893$174K<0.01%-3513F-HRTimeline
S.A. Mason LLC2,695$162K0.06%+9513F-HRTimeline
McIlrath & Eck, LLC2,591$156K0.01%+83013F-HRTimeline
WFA of San Diego, LLC2,544$153K0.11%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…2,402$145K0.07%-313F-HRTimelineGroup
Asset Dedication, LLC2,125$128K0.01%013F-HRTimeline
Triumph Capital Management2,032$122K0.03%-5,87113F-HRTimeline
LRI Investments, LLC1,984$119K0.01%+11013F-HRTimeline
DHJJ Financial Advisors, Ltd.1,968$118K0.04%013F-HRTimeline
KERR FINANCIAL PLANNING Corp1,865$117K0.16%-19213F-HR/ATimeline
Turning Point Benefit Group, Inc.1,919$115K0.06%-24513F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC1,790$108K0.01%+62513F-HRTimeline
Salomon & Ludwin, LLC1,726$105K0.01%+1,56413F-HRTimeline
Bare Financial Services, Inc1,736$104K0.03%013F-HRTimeline
Blue Trust, Inc.1,719$103K<0.01%013F-HRTimeline
Orion Capital Management LLC1,700$102K0.03%013F-HRTimeline
TD Capital Management LLC1,685$101K0.01%013F-HRTimeline
SageView Advisory Group, LLC1,605$96.6K<0.01%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1,585$95.4K0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.1,572$94.6K0.04%+5013F-HRTimeline
OAKWORTH CAPITAL, INC.1,568$94.3K0.01%013F-HRTimeline
Anchor Investment Management, LLC1,551$93.3K0.01%013F-HRTimeline
Crewe Advisors LLC1,514$91.1K0.01%013F-HRTimeline
Coastline Trust Co1,351$81.3K0.01%-20613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
High Note Wealth, LLC1,317$79.2K0.02%new13F-HRTimeline
TRUST CO OF TOLEDO NA /OH/1,280$77K0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC1,280$77K0.01%-15013F-HRTimelineGroup
MCGUIRE CAPITAL ADVISORS INC1,206$72.6K0.05%13F-HRTimeline
Hilltop National Bank1,100$66.2K0.02%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,098$66.1K0.02%+97113F-HRTimeline
CENTRAL TRUST Co1,067$64.2K<0.01%-27513F-HRTimeline
Bell Investment Advisors, Inc1,055$63.5K0.01%-2113F-HRTimeline
SRH ADVISORS, LLC1,040$62.6K0.02%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,026$61.7K0.02%new13F-HRTimeline
Comprehensive Financial Planning, Inc./…1,022$61.5K0.04%-113F-HRTimeline
TRUST CO OF VERMONT1,000$60.2K<0.01%new13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …964$58K0.01%-55013F-HRTimelineGroup
MidFirst Bank939$56.5K<0.01%13F-HRTimeline
Crews Bank & Trust926$55.7K0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC890$54.1K<0.01%new13F-HRTimeline
Steigerwald, Gordon & Koch Inc.889$53.5K0.01%013F-HRTimeline
NFSG Corp880$52.9K0.01%+17413F-HRTimeline
Missouri Trust & Investment Co861$51.8K0.02%013F-HRTimeline
Smartleaf Asset Management LLC738$44.8K<0.01%+12313F-HRTimeline
JFS WEALTH ADVISORS, LLC714$43K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.706$42.5K<0.01%new13F-HRTimeline
2UniFi Bank650$39.1K0.02%013F-HRTimeline
Tidemark, LLC633$38.1K0.01%013F-HRTimeline
Bogart Wealth, LLC611$36.8K<0.01%013F-HRTimeline
FIRST HORIZON CORP603$36.3K<0.01%+46513F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC600$36K<0.01%new13F-HRTimelineGroup
GAMMA Investing LLC585$35.2K<0.01%013F-HRTimeline
Register Financial Advisors LLC575$34.6K0.01%013F-HRTimeline
SIMPLEX TRADING, LLC539$32.4K<0.01%+23213F-HRTimeline
HHM Wealth Advisors, LLC512$30.8K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.506$30.4K0.03%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources500$30.1K<0.01%-17913F-HRTimelineGroup
American Capital Advisory, LLC500$30.1K0.01%013F-HRTimeline
Redwood Park Advisors LLC500$30.1K0.02%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors496$29.8K<0.01%+31613F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC485$29.2K<0.01%new13F-HRTimeline
Costello Asset Management, INC477$28.7K0.01%013F-HRTimeline
Investors Research Corp475$28.6K0.01%-83813F-HRTimeline
Cape Investment Advisory, Inc.475$28.6K0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC451$27.1K0.02%-13,50813F-HRTimeline
Field & Main Bank450$27.1K0.01%new13F-HRTimeline
Motiv8 Investments LLC430$26K0.01%new13F-HRTimeline
Hughes Financial Services, LLC427$25.7K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC410$24.7K0.01%013F-HRTimeline
Larson Financial Group LLC405$24.4K<0.01%-19913F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…385$23.2K<0.01%-15013F-HRTimelineGroup
NVWM, LLC359$21.6K<0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST356$21.4K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC354$21.3K<0.01%013F-HRTimeline
DV Trading LLC350$21.1K<0.01%13F-HRTimeline
Dunhill Financial, LLC300$18.1K<0.01%013F-HRTimeline
CX Institutional306$18K<0.01%new13F-HRTimeline
Abound Wealth Management295$17.8K<0.01%013F-HRTimeline
SHP Wealth Management281$16.9K<0.01%13F-HRTimeline
Strategic Wealth Partners, Ltd.275$16.5K<0.01%-413F-HRTimeline
Caitlin John, LLC271$16.3K0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC255$15.7K<0.01%013F-HRTimeline