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Disclosery

COWZ PACER FDS TR

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US CASH COWS 100 (fund)

851 managers (859 13F filers) reported a position in COWZ shares at 2024-12-31, 310,386,547 shares in all. 69 filers opened a position and 37 filers sold out during the quarter.

Managers
851
13F filers
859
New
69
Added
397
Reduced
247
Sold out
37
Shares held by filers
310,386,547

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/63,111,831$3.56B0.33%-1,563,73613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY27,860,668$1.57B0.11%-321,08413F-HR/ATimelineGroup
LPL Financial LLC20,693,823$1.17B0.48%+926,60913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC15,366,610$868M0.32%13F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…13,968,533$789M0.67%-214,14513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN12,058,287$681M0.16%+652,84213F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC8,282,083$468M0.12%-943,93313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding7,877,671$445M+551,655Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.7,849,309$443M1%-638,75813F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG7,566,424$427M0.1%-49,82813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,694,714$322M0.07%-73,38913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC5,374,353$304M0.44%+112,58613F-HRTimeline
Cetera Investment Advisers4,611,597$260M0.54%+36,26313F-HRTimeline
Cambridge Investment Research Advisors,…4,450,722$251M0.84%-49,26813F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.2,633,540$149M0.93%+139,20613F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding2,404,499$136M+233,279Timeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,394,761$135M0.26%+506,65913F-HR/ATimeline
MML INVESTORS SERVICES, LLC2,200,631$124M0.43%-13,64513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,923,393$109M0.11%+55,69113F-HRTimelineGroup
HighTower Advisors, LLC1,787,825$101M0.14%-12,15613F-HRTimeline
Carlson Capital Management1,703,034$96.2M4.2%-28,79013F-HRTimeline
Janney Montgomery Scott LLC1,434,643$81M0.22%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,323,629$74.8M0.14%+127,74413F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC1,302,817$73.6M0.12%+66,51413F-HRTimelineGroup
Requisite Capital Management, LLC1,243,970$70.6M14.4%-113,38013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding1,122,413$63.4M+979,413Timeline
Sanctuary Advisors, LLC1,074,880$63.4M0.4%-21,49013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…1,097,595$62M0.12%+213,03613F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,048,152$59.2M0.09%+34,44113F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,003,226$56.7M0.5%+25,06813F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC995,664$56.2M5.72%+8,21613F-HRTimeline
Atria Wealth Solutions, Inc.946,571$53.6M0.59%+82,67013F-HRTimeline
Capital Asset Advisory Services LLC929,344$53M2.61%+26,84813F-HRTimeline
Orion Porfolio Solutions, LLC924,626$52.2M0.52%-68,09913F-HRTimeline
Orion Portfolio Solutions, LLC924,626$52.2M0.52%-68,09913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP908,942$51.3M0.05%+317,30813F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC901,271$50.9M1.26%+30,10713F-HRTimeline
Modern Wealth Management, LLC896,941$50.7M1.89%+32,44913F-HR/ATimeline
SFMG, LLC851,430$48.1M3.79%+5,20213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.826,678$46.7M0.44%-104,31113F-HRTimelineGroup
Private Advisor Group, LLC823,193$46.5M0.26%+9,46813F-HRTimeline
O'Brien Wealth Partners LLC818,019$46.2M8.33%+40,09213F-HRTimeline
Northeast Financial Consultants Inc815,088$46M1.94%-1,70313F-HRTimeline
Foundations Investment Advisors, LLC798,210$45.1M0.87%+134,21313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC780,637$44.1M0.04%+45,16213F-HRTimelineGroup
Provident Wealth Management, LLC767,454$43.3M14.46%+59,97913F-HRTimeline
RVW Wealth, LLC762,674$43.1M4.02%-22,30613F-HRTimeline
Evensky & Katz LLC748,631$42.3M2.77%+14,43013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…735,260$41.5M0.11%-92,84813F-HRTimelineGroup
Onyx Bridge Wealth Group LLC689,225$38.9M5.61%+98,98313F-HRTimeline
Edge Capital Group, LLC20$35.8M1.83%-646,91613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …621,464$35.1M0.52%-21,47613F-HRTimelineGroup
Cooper Financial Group559,433$31.6M3.8%+3,85813F-HRTimeline
Wilmington Savings Fund Society, FSB556,948$31.5M0.57%+8,54013F-HRTimeline
AFFINITY WEALTH MANAGEMENT LLC552,156$31.2M5.53%-26513F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC547,042$30.9M2.5%new13F-HR/ATimeline
Sigma Planning Corp540,958$30.6M0.96%-43,36313F-HRTimeline
D.A. DAVIDSON & CO.531,349$30M0.24%+32,31613F-HRTimeline
Intelligence Driven Advisers, LLC525,479$29.7M5.58%-230,77913F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …521,261$29.4M0.82%-47,11613F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding509,800$28.8M-8,401Timeline
THOROUGHBRED FINANCIAL SERVICES, LLC500,238$28.3M1.73%+18,76513F-HRTimeline
Certified Advisory Corp498,855$28.2M3.06%+11,05613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC493,849$27.9M0.93%+46,91813F-HRTimeline
Brio Consultants, LLC490,888$27.7M4.34%+4,30913F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT489,006$27.6M1.11%-33,86013F-HRTimeline
Wealth Group Ltd470,776$26.6M7.69%+17,39513F-HRTimeline
Apexium Financial, LP460,079$26.1M1.58%+68,80913F-HRTimeline
MAI Capital Management460,420$26M0.19%+21,76413F-HRTimeline
Oxford Wealth Group, LLC454,954$25.7M16.61%+113,78713F-HRTimeline
Grant Street Asset Management, Inc.450,993$25.5M6.66%-86413F-HRTimeline
Retirement Planning Group, LLC448,463$25.3M1.27%-7,44213F-HRTimeline
WR Wealth Planners, LLC445,126$25.1M8.08%+17,37613F-HRTimeline
Paragon Capital Management Ltd439,038$24.8M4.95%+1,25113F-HRTimeline
HARBOUR INVESTMENTS, INC.437,099$24.7M0.71%+55,64813F-HRTimeline
Goldstein Advisors, LLC431,556$24.4M3.54%+18,54013F-HRTimeline
CORA CAPITAL ADVISORS LLC430,715$24.3M11.73%+21,30813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp417,376$23.6M<0.01%-4,90413F-HRTimelineGroup
SYNOVUS FINANCIAL CORP410,748$23.2M0.3%-114,70413F-HRTimeline
Teamwork Financial Advisors, LLC403,693$22.8M2.97%+17,72613F-HRTimeline
Foster Victor Wealth Advisors, LLC386,867$22.6M1.73%-2,88913F-HRTimeline
MATAURO, LLC399,382$22.6M4.88%13F-HRTimeline
HBW ADVISORY SERVICES LLC398,403$22.5M2.31%+19,66913F-HRTimeline
PFG Advisors396,920$22.4M1.37%+64613F-HRTimeline
Wiser Wealth Management, Inc394,432$22.3M6.25%-17,49413F-HRTimeline
IAM Advisory, LLC394,078$22.3M5.64%+3,00513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS392,325$22.2M0.06%+13,83513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC391,588$22.1M0.05%+124,14413F-HRTimelineGroup
UNIQUE WEALTH, LLC371,205$21M4.37%-54,15813F-HRTimeline
&PARTNERS365,103$20.8M0.25%+119,93713F-HRTimeline
Clark Capital Management Group, Inc.362,086$20.5M0.14%+11,38313F-HRTimeline
Aprio Wealth Management, LLC362,017$20.4M2.98%+33,90213F-HRTimeline
Atria Investments, Inc359,787$20.3M0.25%-69,16313F-HRTimeline
Sanchez Wealth Management Group355,357$20.1M5.48%+22,27313F-HRTimeline
NewEdge Advisors, LLC335,468$18.9M0.11%-36,96013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…331,608$18.7M0.51%+19,96313F-HRTimelineGroup
Pacer Advisors, Inc.323,874$18.3M0.04%+2,48813F-HRTimeline
MONECO ADVISORS, LLC322,342$18.2M1.92%+110,03113F-HR/ATimeline
Prospera Financial Services Inc319,380$18.1M0.42%+31,26013F-HRTimeline
IHT Wealth Management, LLC318,162$18M0.58%+29,29213F-HRTimeline
CWM, LLCin group CWM, LLC317,320$17.9M0.07%-87313F-HRTimelineGroup
Independent Advisor Alliance313,948$17.7M0.23%+307,57613F-HRTimeline
SMITH, MOORE & CO.312,801$17.7M1.61%-28,51413F-HRTimeline
WealthPLAN Partners, LLC310,107$17.5M2.48%-13,36013F-HRTimeline
GEN Financial Management, INC.309,296$17.5M11.35%13F-HRTimeline
Procyon Advisors, LLC305,023$17.2M1.1%+2,66713F-HRTimeline
Hudock, Inc.301,539$17M2.97%-41813F-HRTimeline
Bryn Mawr Trust Advisors, LLC300,578$17M0.92%+21,64913F-HR/ATimeline
J.W. COLE ADVISORS, INC.295,410$16.7M0.67%+4,84713F-HRTimeline
Capital Advisors Wealth Management, LLC288,926$16.3M2.91%-45,81013F-HRTimeline
REGIMEN WEALTH, LLC288,817$16.3M5.33%-2,25813F-HRTimeline
Ballast, Inc.284,228$16.1M4.59%+44,54413F-HRTimeline
ODonnell Financial Services, LLC270,625$15.4M6.45%-6,27613F-HRTimeline
MGO ONE SEVEN LLC271,856$15.4M0.59%-3,61213F-HRTimeline
Benchmark Financial Wealth Advisors, LLC270,173$15.3M4.89%+24,30713F-HRTimeline
CMC Financial Group266,236$15M32.07%-83,52713F-HRTimeline
Clay Northam Wealth Management, LLC264,527$14.9M9.65%+1,10913F-HRTimeline
American Alpha Advisors, LLC263,739$14.9M13.55%+96,62913F-HRTimeline
Sylvest Advisors, LLC261,522$14.8M9.08%13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…260,683$14.7M0.83%+128,16113F-HRTimelineGroup
Financial Partners Group, Inc249,260$14.1M2.05%+6,46113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.248,380$14.1M0.77%+166,74113F-HR/ATimelineGroup
Csenge Advisory Group249,120$14.1M0.76%-16,96313F-HRTimeline
PSI Advisors, LLC247,678$14M4.15%+12,12113F-HRTimeline
INSTRUMENTAL WEALTH, LLC232,549$13.5M12.74%+20,52013F-HRTimeline
Madrona Financial Services, LLC237,057$13.4M3.65%+15,62713F-HRTimeline
Clark Wealth Partners234,393$13.2M10.27%13F-HRTimeline
Beaumont Financial Advisors, LLC231,266$13.1M0.98%+9,06513F-HRTimeline
Global Retirement Partners, LLC231,134$13.1M0.37%+16,20113F-HRTimeline
Heck Capital Advisors, LLC230,040$13M1.49%-11,60313F-HR/ATimeline
Compound Planning, Inc.227,157$12.8M0.65%+38,92113F-HRTimeline
Ausdal Financial Partners, Inc.226,506$12.8M1.11%+158,29013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…226,177$12.8M1.89%-1513F-HRTimeline
DAVENPORT & Co LLC226,106$12.8M0.07%-5,70813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC219,592$12.4M0.28%+13,32113F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…219,564$12.4M0.04%+13,65613F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…219,415$12.4M0.28%-183,32713F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV217,825$12.3M1%+10,11213F-HRTimeline
WEDBUSH SECURITIES INC217,520$12.3M0.44%+6,79713F-HRTimeline
Meridian Wealth Management, LLC214,063$12.1M0.57%-13,71913F-HRTimeline
Kraft, Davis & Associates, LLC210,179$12.1M3.45%-18,86413F-HRTimeline
Advisory Services Network, LLC213,014$12M0.22%+34,45413F-HRTimeline
Altus Wealth Group LLC210,890$11.9M5.27%+9,36613F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…210,831$11.9M0.49%+1,97113F-HRTimelineGroup
Venture Visionary Partners LLC209,888$11.9M0.5%+8,62513F-HR/ATimeline
Belpointe Asset Management LLC205,014$11.9M0.71%-6,76313F-HRTimeline
COZAD ASSET MANAGEMENT INC209,842$11.9M1.11%+13,90613F-HRTimeline
Advisory Alpha, LLC206,752$11.7M0.42%+15,05313F-HRTimeline
Longview Financial Advisors, Inc.206,069$11.6M9.17%+4,74113F-HRTimeline
Financial Advocates Investment Manageme…204,273$11.5M0.66%-20,84113F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…196,831$11.1M3.92%+10,84113F-HRTimeline
Prosperity Consulting Group, LLC195,746$11.1M0.83%+22,99613F-HRTimeline
U.S. Capital Wealth Advisors, LLC194,234$11M0.34%+32,17013F-HRTimeline
Cyr Financial Inc.193,902$11M9.99%+5,19313F-HRTimeline
Owen LaRue, LLC192,807$10.9M5.69%-25213F-HRTimeline
Centric Wealth Management192,791$10.9M2.94%+131,59213F-HRTimeline
Lighthouse Wealth Management Inc.192,491$10.9M9.96%13F-HRTimeline
Cornerstone Planning Group LLC182,390$10.8M2.64%+7,18113F-HRTimeline
Presidio Capital Management, LLC188,510$10.6M5.7%+46,05113F-HRTimeline
Plan Group Financial, LLC188,407$10.6M5.62%+3,86813F-HRTimeline
Holland Advisory Services, Inc.188,260$10.6M13.88%+2,85013F-HRTimeline
Copley Financial Group, Inc.185,956$10.5M8.04%+80,29013F-HRTimeline
Geneos Wealth Management Inc.185,456$10.5M0.37%+9,18613F-HRTimeline
KilterHowling LLC183,182$10.5M5.99%+5,47713F-HRTimeline
Allworth Financial LP178,596$10.4M0.06%+171,92713F-HRTimeline
Chicago Wealth Management, Inc.184,572$10.4M5.42%+1,70113F-HRTimeline
GERBER, LLC184,429$10.4M7.59%+7,42513F-HRTimeline
RFG Advisory, LLC183,619$10.4M0.29%+26,18913F-HRTimeline
Burns Matteson Capital Management, LLC182,450$10.3M5.78%+29513F-HRTimeline
Ted Buchan & Co180,700$10.2M4.82%+96913F-HRTimeline
Inlight Wealth Management, LLC179,514$10.1M6.68%13F-HRTimeline
MONEYWISE, INC.179,303$10.1M5.08%-31,16713F-HRTimeline
IFP Advisors, Inc177,532$10M0.33%+2,67313F-HRTimeline
XML Financial, LLC177,173$10M0.92%+22,20913F-HRTimeline
Clear Creek Financial Management, LLC175,992$9.94M1.07%+47,68813F-HRTimeline
Sepio Capital, LP169,597$9.58M0.77%-36,21913F-HRTimeline
Aptus Capital Advisors, LLC168,021$9.52M0.11%+5,71513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC167,806$9.48M0.1%+67,72713F-HRTimelineGroup
Fermata Advisors, LLC166,439$9.4M1.76%+22,08113F-HRTimeline
Pacific Wealth Management165,749$9.36M4.95%+1,28213F-HRTimeline
Sage Advisory Services, Ltd.Co.164,655$9.3M5.52%-315,29013F-HRTimeline
World Investment Advisors163,668$9.24M0.25%+3,64513F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC161,308$9.11M4.48%+1,51413F-HRTimeline
Strategic Equity Management160,477$9.06M3.82%+14,17813F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC153,660$8.68M1.82%+16,43513F-HRTimeline
LWM Advisory Services, LLC153,101$8.65M6.01%+14,89513F-HRTimeline
Echo Wealth Management, LLC151,978$8.58M5.93%+1,27513F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV150,987$8.53M0.62%-87013F-HRTimeline
SPC Financial, Inc.150,946$8.53M0.74%-43,96813F-HRTimeline
Accordant Advisory Group Inc149,802$8.46M8.16%+20,45713F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding147,904$8.35M+31,025Timeline
Perennial Investment Advisors, LLC146,289$8.26M0.97%+30,97913F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.146,021$8.25M0.09%+4,09513F-HR/ATimelineGroup
USAdvisors Wealth Management, LLC144,592$8.17M2.65%+22,73613F-HRTimeline
Clarus Wealth Advisors141,380$8.05M4.01%-5,45713F-HRTimeline
Tamar Securities, LLC142,395$8.04M1.11%+6,20213F-HRTimeline
Oxler Private Wealth LLC141,961$8.02M2.64%+57713F-HRTimeline
Per Stirling Capital Management, LLC.141,662$8M1.14%+7,15513F-HRTimeline
McAlister, Sweet & Associates, Inc.141,470$7.99M5.68%+3,49413F-HRTimeline
Commonwealth Financial Services, LLC141,167$7.97M1.56%+10,56813F-HRTimeline