Skip to content
Disclosery

COWZ PACER FDS TR

Follow

US CASH COWS 100 (fund)

872 managers (883 13F filers) reported a position in COWZ shares at 2026-03-31, 193,113,380 shares in all. 84 filers opened a position and 55 filers sold out during the quarter.

Managers
872
13F filers
883
New
84
Added
345
Reduced
339
Sold out
55
Shares held by filers
193,113,380

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Northwest Wealth Advisors, LLC6,989$437K0.31%-12013F-HRTimeline
Next Level Wealth Planning, LLC6,982$437K0.22%-2,53813F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…6,937$434K<0.01%-2,27313F-HRTimelineGroup
Atlas Private Wealth Advisors6,894$431K0.1%+9113F-HRTimeline
Modera Wealth Management, LLC6,864$429K0.01%+1,21313F-HRTimeline
Rothschild Capital Partners, LLC6,791$425K0.1%+97413F-HRTimeline
Stewardship Advisors, LLC6,721$420K0.1%+79713F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT6,721$420K0.12%-33,91313F-HRTimeline
McAlister, Sweet & Associates, Inc.6,665$417K0.26%+75713F-HRTimeline
Caprock Group, LLC6,550$410K0.01%013F-HRTimeline
Keating Financial Advisory Services, In…6,521$408K0.07%-20,64313F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC6,502$407K0.04%013F-HRTimeline
SAXON INTERESTS, INC.6,452$404K0.14%+15513F-HRTimeline
WEST MICHIGAN ADVISORS, LLC6,404$401K0.09%-2,82513F-HRTimeline
Range Advisory, LLC6,370$399K0.07%+10813F-HRTimeline
TRUST POINT INC.6,284$393K0.03%013F-HRTimeline
Holos Integrated Wealth LLC6,249$390K0.2%new13F-HRTimeline
Dakota Wealth Management6,164$386K0.01%-2,50013F-HR/ATimeline
Savant Capital, LLCin group Savant Capital, LLC6,133$384K<0.01%-3,06313F-HRTimelineGroup
Oxler Private Wealth LLC6,084$381K0.12%013F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC6,057$379K0.24%013F-HRTimeline
Accurate Wealth Management, LLC6,092$375K0.05%-82813F-HRTimeline
Richardson Capital Management LLC5,977$374K0.18%+6713F-HRTimeline
Level Wealth Management LLC5,966$373K0.17%new13F-HRTimeline
REGIMEN WEALTH, LLC5,957$373K0.11%+20913F-HRTimeline
Soundwatch Capital LLC5,949$372K0.05%-1,73713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC5,879$368K<0.01%+96613F-HRTimelineGroup
MSH Capital Advisors LLC5,798$363K0.08%+16913F-HRTimeline
L & S Advisors Inc5,771$361K0.05%-33913F-HRTimeline
KERR FINANCIAL PLANNING Corp5,768$361K0.25%+3,90313F-HR/ATimeline
ADAPT WEALTH ADVISORS, LLC5,737$359K0.13%-2,03713F-HRTimeline
North Capital, Inc.5,725$358K0.3%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management5,719$358K0.01%-1,94313F-HRTimelineGroup
Socha Financial Group, LLC5,715$358K0.18%-27113F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP5,595$350K<0.01%-4,38913F-HRTimelineGroup
E-Wealth Partners, LLC5,576$349K0.28%-12913F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA5,561$348K<0.01%new13F-HRTimelineGroup
Avestar Capital, LLC5,539$347K0.02%new13F-HRTimeline
Xcelsior Advisor Partners LLC5,501$344K0.13%+95813F-HRTimeline
HMV Wealth Advisors, LLC5,373$336K0.16%013F-HRTimeline
Garde Capital, Inc.5,368$336K0.02%+19013F-HRTimeline
Bay Capital Advisors, LLC5,352$335K0.21%-1,43113F-HRTimeline
IMG Wealth Management, Inc.5,345$334K0.21%013F-HRTimeline
Capasso Planning Partners LLC5,278$330K0.18%-99513F-HRTimeline
Plotkin Financial Advisors, LLC5,222$327K0.16%-7213F-HRTimeline
WealthTrust Asset Management, LLC5,217$326K0.19%new13F-HRTimeline
BOKF, NAin group BOKF, NA5,212$326K<0.01%013F-HRTimelineGroup
CRA Financial Services, LLC5,200$325K0.04%013F-HRTimeline
HCR Wealth Advisors5,158$323K0.03%-9813F-HRTimeline
Chancellor Financial Group WB LP5,135$321K0.23%+37513F-HRTimeline
Weaver Consulting Group5,110$320K0.08%-15813F-HRTimeline
Carrera Capital Advisors5,099$319K0.05%-47013F-HRTimeline
Institute for Wealth Management, LLC.5,052$316K0.03%+48513F-HRTimeline
Lavaca Capital LLC5,002$313K0.06%+6613F-HRTimeline
Wealth Management Associates, Inc.4,949$310K0.11%-2113F-HRTimeline
Pure Financial Advisors, LLC4,938$309K<0.01%013F-HRTimeline
SpringVest Wealth Management LLC4,934$309K0.21%+16713F-HRTimeline
Verdence Capital Advisors LLC4,902$307K0.02%+113F-HRTimeline
M.E. ALLISON & CO., INC.4,885$306K0.2%013F-HRTimeline
Nautilus Advisors LLC4,879$305K0.21%-19013F-HRTimeline
WealthTrust Axiom LLC4,877$305K0.08%new13F-HRTimeline
OpenArc Corporate Advisory, LLC4,854$304K<0.01%-2,16513F-HRTimeline
Legacy Advisors, LLC4,843$303K0.04%new13F-HRTimeline
Kelly Financial Services LLC4,841$303K0.07%new13F-HRTimeline
Advisor Resource Council4,800$300K0.12%-2,17013F-HRTimeline
Redhawk Wealth Advisors, Inc.4,756$298K0.03%+44013F-HRTimeline
Cornerstone Advisory, LLC4,740$297K0.03%013F-HRTimeline
CEERA INVESTMENTS, LLC4,695$294K0.13%013F-HRTimeline
MFA Wealth Services4,694$294K0.19%-7,04813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC4,684$293K<0.01%new13F-HRTimelineGroup
Clark Asset Management, LLC4,673$292K0.03%new13F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY4,656$291K0.19%+8413F-HRTimeline
Independence Wealth Advisors, LLC4,637$290K0.15%013F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.4,636$290K0.04%new13F-HRTimeline
OPTIMA CAPITAL LLC4,635$290K0.13%+2813F-HRTimeline
Envision Financial Transparency, LLC4,592$287K0.28%13F-HRTimeline
Composition Wealth, LLC4,557$285K<0.01%+10013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…4,531$283K<0.01%-1,28313F-HRTimelineGroup
WoodTrust Financial Corpin group WoodTrust Financial Corp4,500$282K0.04%013F-HRTimelineGroup
Nova Wealth Management, Inc.4,444$278K0.18%-62713F-HRTimeline
Global Assets Advisory, LLC4,407$276K0.08%new13F-HRTimeline
Investment Management Trust, LLC4,392$275K0.27%13F-HRTimeline
Silver Grove Financial Group, Inc.4,357$273K0.22%+713F-HRTimeline
LVW Advisors, LLC4,353$272K0.03%new13F-HRTimeline
Facet Wealth, Inc.4,306$269K<0.01%+98713F-HRTimeline
Oregon Pacific Wealth Management, LLC4,233$265K0.28%-5,73413F-HRTimeline
Pacific Sun Financial Corp4,154$260K0.13%+41013F-HRTimeline
Fisher Asset Management, LLC4,138$259K<0.01%new13F-HRTimeline
SENTINEL PENSION ADVISORS, LLC4,136$259K0.04%-3213F-HRTimeline
BIP Wealth, LLC4,125$258K0.01%-12713F-HRTimeline
Aurora Private Wealth, Inc.4,201$258K0.18%013F-HRTimeline
Integrated Advisors Network LLC4,071$255K0.01%+57613F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC4,054$254K0.03%+113F-HRTimeline
CHAPIN DAVIS, INC.4,050$253K0.06%+40013F-HRTimeline
Roan Capital Partners4,050$253K0.23%13F-HRTimeline
BRIGHTON JONES LLC4,026$252K0.01%new13F-HR/ATimeline
RED REEF ADVISORS LLC4,003$250K0.26%-5513F-HRTimeline
Capital Advisors Wealth Management, LLC3,911$245K0.03%-1,40013F-HRTimeline
Marin Bay Wealth Advisors, LLC3,898$244K0.15%new13F-HRTimeline
Sankala Group LLC3,920$244K0.2%-36413F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC3,887$243K0.06%+213F-HRTimeline
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SE…in group TIAA3,852$241K<0.01%13F-HRTimelineGroup
Accel Wealth Management3,844$240K0.06%013F-HRTimeline
SteelPeak Wealth, LLC3,780$236K0.01%+24413F-HRTimeline
WESPAC Advisors SoCal, LLC3,775$236K0.05%-4813F-HRTimeline
Leo Wealth, LLC3,760$235K0.02%new13F-HRTimeline
Perissos Private Wealth Management, LLC3,739$234K0.2%-8,09413F-HRTimeline
KPP Advisory Services LLC3,720$233K0.03%-38413F-HRTimeline
Benson Wealth Management INC3,685$231K0.32%-5013F-HRTimeline
Simplicity Wealth,LLC3,678$230K0.01%new13F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.3,667$229K0.09%-19113F-HRTimeline
Wealthspire Advisors, LLC3,666$229K<0.01%-6,18913F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC3,665$229K0.11%+8013F-HRTimeline
SeaCrest Wealth Management, LLC3,652$228K0.02%-40613F-HRTimeline
CERTUITY, LLC3,639$228K0.01%+4613F-HRTimeline
Cornerstone Planning, LLC3,639$228K0.05%new13F-HRTimeline
INSTRUMENTAL WEALTH, LLC3,627$227K0.14%013F-HRTimeline
Beacon Bridge Wealth Partners, LLC3,616$226K0.08%+8613F-HRTimeline
Novak & Powell Financial Services, Inc.3,582$224K0.12%-49713F-HRTimeline
United Advisor Group, LLC3,567$223K0.03%new13F-HRTimeline
Argent Trust Co3,541$222K0.01%013F-HRTimeline
Elevation Wealth Management LLC3,534$221K0.2%new13F-HRTimeline
Castle Rock Wealth Management, LLC3,498$219K0.05%new13F-HRTimeline
ProCore Advisors, LLC3,482$218K0.33%-30713F-HRTimeline
Ruggaard & Associates LLC3,470$217K0.09%013F-HRTimeline
Turning Point Benefit Group, Inc.4,371$215K0.14%+2,45213F-HRTimeline
Jaffetilchin Investment Partners, LLC3,417$214K0.01%new13F-HRTimeline
NewEdge Wealth, LLC3,417$214K<0.01%-1,42013F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.3,397$213K<0.01%13F-HRTimelineGroup
1 NORTH WEALTH SERVICES LLC3,393$212K0.08%+9113F-HRTimeline
Delta Investment Management, LLC3,376$211K0.04%-63213F-HRTimeline
Herold Advisors, Inc.3,340$209K0.05%new13F-HRTimeline
COFG Advisors, LLC3,329$208K0.05%new13F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …3,299$206K<0.01%new13F-HRTimelineGroup
Cottage Street Advisors LLC3,268$204K0.09%new13F-HRTimeline
Waldron Private Wealth LLC3,245$203K0.01%new13F-HRTimeline
LOWERY THOMAS, LLC3,234$202K0.12%new13F-HRTimeline
Tradition Wealth Management, LLC3,213$201K0.01%new13F-HRTimeline
WHITTIER TRUST CO3,196$200K<0.01%-4613F-HRTimeline
CoreCap Advisors, LLC3,153$197K0.01%-9613F-HRTimeline
Realta Investment Advisors3,068$192K0.07%-27613F-HRTimeline
MATHER GROUP, LLC.3,058$191K<0.01%new13F-HRTimeline
Murphy & Mullick Capital Management Corp3,012$188K0.14%+2013F-HRTimeline
SIGNATUREFD, LLC2,893$181K<0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC3,250$179K0.08%013F-HRTimeline
S.A. Mason LLC2,795$175K0.07%+10013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.2,791$175K0.11%-81513F-HRTimeline
Coastline Trust Co2,635$165K0.02%+1,28413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WFA of San Diego, LLC2,547$159K0.13%+313F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…2,434$152K0.08%+3213F-HRTimelineGroup
Hamrick Investment Counsel, llc2,320$145K0.08%new13F-HRTimeline
Asset Dedication, LLC2,154$135K0.01%+2913F-HRTimeline
DHJJ Financial Advisors, Ltd.1,970$123K0.04%+213F-HRTimeline
Triumph Capital Management1,968$123K0.03%-6413F-HRTimeline
LRI Investments, LLC1,874$117K0.01%-11013F-HRTimeline
TD Capital Management LLC1,833$115K0.01%+14813F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.1,821$114K0.05%+24913F-HRTimeline
McIlrath & Eck, LLC1,785$112K0.01%-80613F-HRTimeline
Blue Trust, Inc.1,719$108K<0.01%013F-HRTimeline
Orion Capital Management LLC1,700$106K0.04%013F-HRTimeline
Salomon & Ludwin, LLC1,665$104K0.01%-6113F-HRTimeline
Anchor Investment Management, LLC1,605$100K0.01%+5413F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1,585$99.2K0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.1,568$98.1K0.01%013F-HRTimeline
Crewe Advisors LLC1,460$91.4K0.01%-5413F-HRTimeline
MCF Advisors LLC1,322$82.7K<0.01%+1,12213F-HRTimeline
High Note Wealth, LLC1,317$82.4K0.02%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/1,280$80.1K0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC1,280$80.1K0.01%013F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…1,228$76.9K0.03%+13013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC1,206$75.4K0.05%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC1,165$72.9K<0.01%-62513F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,147$72K<0.01%+54713F-HRTimelineGroup
Hilltop National Bank1,100$68.8K0.02%013F-HRTimeline
CENTRAL TRUST Co1,067$66.8K<0.01%013F-HRTimeline
United Community Bankin group United Community Bank1,067$66.8K0.02%new13F-HRTimelineGroup
Bell Investment Advisors, Inc1,055$66K0.01%013F-HRTimeline
SRH ADVISORS, LLC1,040$65.1K0.02%013F-HRTimeline
Comprehensive Financial Planning, Inc./…1,032$64.6K0.04%+1013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.994$62.2K<0.01%new13F-HRTimelineGroup
Crews Bank & Trust926$57.9K0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors896$56.1K0.01%+40013F-HRTimelineGroup
MONTAG A & ASSOCIATES INC890$55.7K<0.01%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.889$55.6K0.01%013F-HRTimeline
Missouri Trust & Investment Co861$53.9K0.02%013F-HRTimeline
Larson Financial Group LLC837$52.4K<0.01%+43213F-HRTimeline
Cassaday & Co Wealth Management LLC834$52.2K<0.01%new13F-HRTimeline
JTC Employer Solutions Trustee Ltd780$49K<0.01%new13F-HRTimeline
MidFirst Bank765$47.9K<0.01%-17413F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …763$47.7K0.01%-20113F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC714$44.7K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.706$44.2K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC707$43.8K<0.01%-3113F-HRTimeline
HM PAYSON & CO675$42.2K<0.01%new13F-HRTimeline
2UniFi Bank650$40.7K0.02%013F-HRTimeline
Bogart Wealth, LLC649$40.6K<0.01%+3813F-HRTimeline
CAPITAL & PLANNING, LLC612$38.3K0.02%new13F-HRTimeline
FIRST HORIZON CORP603$37.7K<0.01%013F-HRTimeline
GAMMA Investing LLC585$36.6K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp584$36.5K<0.01%new13F-HRTimelineGroup