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Disclosery

COWZ PACER FDS TR

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US CASH COWS 100 (fund)

834 managers (841 13F filers) reported a position in COWZ shares at 2025-03-31, 294,869,504 shares in all. 65 filers opened a position and 69 filers sold out during the quarter.

Managers
834
13F filers
841
New
65
Added
387
Reduced
312
Sold out
69
Shares held by filers
294,869,504

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/59,120,377$3.24B0.29%-3,991,45413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY25,308,444$1.39B0.1%-2,552,22413F-HRTimelineGroup
LPL Financial LLC21,229,420$1.16B0.45%+535,59713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC15,070,080$825M0.31%-296,53013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…12,949,165$709M0.58%-1,019,36813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN11,431,870$626M0.15%-626,41713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding7,757,221$425M-120,450Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.7,611,550$417M0.93%-237,75913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC7,611,973$417M0.11%-670,11013F-HRTimelineGroup
UBS Group AGin group UBS Group AG7,170,780$393M0.09%-395,64413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC5,601,002$307M0.43%+226,64913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,182,954$284M0.06%-511,76013F-HR/ATimelineGroup
Cetera Investment Advisers4,821,379$264M0.51%+209,78213F-HRTimeline
Cambridge Investment Research Advisors,…4,485,533$246M0.83%+34,81113F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.2,523,632$138M0.84%-109,90813F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding2,243,415$123M-161,084Timeline
HighTower Advisors, LLC2,048,597$112M0.15%+260,77213F-HRTimeline
MML INVESTORS SERVICES, LLC1,939,169$106M0.35%-261,46213F-HRTimeline
Sequoia Financial Advisors, LLC1,700,282$93.1M0.72%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,635,007$89.5M0.1%-288,38613F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,587,793$86.9M0.17%-806,96813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,431,184$77.8M0.07%+522,24213F-HR/ATimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,359,646$74.5M0.14%+36,01713F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC1,344,893$73.6M0.12%+42,07613F-HRTimelineGroup
Janney Montgomery Scott LLC1,202,336$65.8M0.19%-232,30713F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding1,165,696$63.8M+43,283Timeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,131,315$62M0.1%+83,16313F-HRTimelineGroup
Requisite Capital Management, LLC1,052,478$57.6M13%-191,49213F-HRTimeline
Sanctuary Advisors, LLC1,021,874$56M0.39%-53,00613F-HRTimeline
Atria Wealth Solutions, Inc.1,006,091$55.1M0.66%+59,52013F-HRTimeline
Capital Asset Advisory Services LLC930,964$51.1M2.6%+1,62013F-HRTimeline
Steward Partners Investment Advisory, L…925,168$50.7M0.45%-78,05813F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC902,012$49.4M1.35%+74113F-HRTimeline
Modern Wealth Management, LLC900,095$49.3M1.58%+3,15413F-HR/ATimeline
CITIGROUP INCin group CITIGROUP INC873,591$47.8M0.04%+92,95413F-HRTimelineGroup
SFMG, LLC865,230$47.4M3.74%+13,80013F-HRTimeline
Private Advisor Group, LLC849,070$46.5M0.28%+25,87713F-HRTimeline
O'Brien Wealth Partners LLC822,041$45M8.38%+4,02213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.806,343$44.2M0.42%-20,33513F-HRTimelineGroup
Provident Wealth Management, LLC804,770$44.1M15.18%+37,31613F-HRTimeline
Northeast Financial Consultants Inc781,468$42.8M1.9%-33,62013F-HRTimeline
Evensky & Katz LLC770,708$42.2M2.83%+22,07713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…715,342$39.2M0.1%-19,91813F-HRTimelineGroup
AlphaCore Capital LLC688,183$37.7M3.2%new13F-HRTimeline
Onyx Bridge Wealth Group LLC668,860$36.6M5.25%-20,36513F-HRTimeline
Orion Porfolio Solutions, LLC661,120$36.2M0.35%-263,50613F-HRTimeline
Orion Portfolio Solutions, LLC661,120$36.2M0.35%-263,50613F-HR/ATimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …637,212$34.9M0.53%+15,74813F-HRTimelineGroup
SCS Capital Management LLC581,282$31.8M0.41%new13F-HR/ATimeline
Foundations Investment Advisors, LLC581,278$31.8M0.59%-216,93213F-HRTimeline
Wilmington Savings Fund Society, FSB567,544$31.1M0.58%+10,59613F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding567,210$31.1M+57,410Timeline
ELEVATION POINT WEALTH PARTNERS, LLC561,890$30.8M2.64%+14,84813F-HR/ATimeline
D.A. DAVIDSON & CO.561,311$30.7M0.25%+29,96213F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …538,660$29.5M0.79%+17,39913F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC527,835$28.9M1.8%+27,59713F-HRTimeline
Geneos Wealth Management Inc.522,497$28.6M0.42%+337,04113F-HRTimeline
Intelligence Driven Advisers, LLC509,269$27.9M5.37%-16,21013F-HRTimeline
Apexium Financial, LP507,700$27.8M1.66%+47,62113F-HRTimeline
Sigma Planning Corp506,971$27.8M0.89%-33,98713F-HRTimeline
Aprio Wealth Management, LLC500,178$27.4M3.43%+138,16113F-HRTimeline
Certified Advisory Corp495,231$27.1M3.07%-3,62413F-HRTimeline
Brio Consultants, LLC493,567$27M4.24%+2,67913F-HR/ATimeline
INDEPENDENT FINANCIAL GROUP, LLC490,765$26.9M0.92%-3,08413F-HRTimeline
HARBOUR INVESTMENTS, INC.485,870$26.6M0.76%+48,77113F-HRTimeline
Wealth Group Ltd478,059$26.2M7.67%+7,28313F-HRTimeline
MAI Capital Management472,953$25.9M0.2%+12,53313F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT471,357$25.8M1.13%-17,64913F-HRTimeline
Teamwork Financial Advisors, LLC467,664$25.6M3.53%+63,97113F-HRTimeline
SYNOVUS FINANCIAL CORP457,358$25M0.32%+46,61013F-HRTimeline
Grant Street Asset Management, Inc.453,028$24.8M6.07%+2,03513F-HRTimeline
Paragon Capital Management Ltd440,763$24.1M4.94%+1,72513F-HRTimeline
NewEdge Advisors, LLC437,508$24M0.14%+102,04013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…437,187$23.9M1.32%+176,50413F-HRTimelineGroup
HBW ADVISORY SERVICES LLC434,618$23.8M3.38%+36,21513F-HRTimeline
CORA CAPITAL ADVISORS LLC431,740$23.6M11.34%+1,02513F-HRTimeline
J.W. COLE ADVISORS, INC.429,829$23.5M0.73%+134,41913F-HRTimeline
MATAURO, LLC429,134$23.5M4.77%+29,75213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC406,439$22.3M0.05%+14,85113F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS404,617$22.2M0.06%+12,29213F-HRTimeline
IAM Advisory, LLC394,599$21.6M5.61%+52113F-HRTimeline
&PARTNERS394,697$21.4M0.23%+29,59413F-HRTimeline
Wiser Wealth Management, Inc378,878$20.7M5.82%-15,55413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp375,583$20.6M<0.01%-41,79313F-HRTimelineGroup
Sanchez Wealth Management Group373,321$20.4M5.55%+17,96413F-HRTimeline
PFG Advisors372,985$20.4M1.14%-23,93513F-HRTimeline
Presidio Capital Management, LLC364,132$19.9M8.32%+175,62213F-HRTimeline
Retirement Planning Group, LLC356,169$19.5M0.91%-92,29413F-HRTimeline
Foster Victor Wealth Advisors, LLC384,991$19.2M1.54%-1,87613F-HRTimeline
Prospera Financial Services Inc349,124$19.1M0.44%+29,74413F-HRTimeline
IHT Wealth Management, LLC345,610$18.9M0.59%+27,44813F-HRTimeline
MONECO ADVISORS, LLC334,935$18.3M1.9%+12,59313F-HR/ATimeline
CWM, LLCin group CWM, LLC330,653$18.1M0.07%+13,33313F-HRTimelineGroup
Atria Investments, Inc325,640$17.8M0.23%-34,14713F-HRTimeline
Altus Wealth Group LLC322,701$17.7M8.28%+111,81113F-HRTimeline
Pacer Advisors, Inc.322,186$17.6M0.04%-1,68813F-HRTimeline
Bleakley Financial Group, LLC321,891$17.6M0.57%+317,44913F-HRTimeline
WealthPLAN Partners, LLC315,473$17.3M2.44%+5,36613F-HRTimeline
Bryn Mawr Trust Advisors, LLC312,808$17.1M1.03%+12,23013F-HRTimeline
GEN Financial Management, INC.309,472$16.9M11.48%+17613F-HRTimeline
Hudock, Inc.297,602$16.3M2.85%-3,93713F-HRTimeline
SMITH, MOORE & CO.296,824$16.3M1.51%-15,97713F-HRTimeline
REGIMEN WEALTH, LLC295,402$16.2M5.2%+6,58513F-HRTimeline
Ballast, Inc.294,251$16.1M4.56%+10,02313F-HRTimeline
Ausdal Financial Partners, Inc.280,033$15.3M1.16%+53,52713F-HRTimeline
Longview Financial Advisors, Inc.279,622$15.3M13.14%+73,55313F-HRTimeline
MGO ONE SEVEN LLC276,958$15.2M0.59%+5,10213F-HRTimeline
Sylvest Advisors, LLC273,989$15M9.38%+12,46713F-HRTimeline
Clay Northam Wealth Management, LLC266,928$14.6M10.23%+2,40113F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.264,803$14.5M4.13%new13F-HRTimeline
CALTON & ASSOCIATES, INC.260,751$14.3M3.26%+183,82313F-HR/ATimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…257,727$14.1M0.3%+38,31213F-HRTimelineGroup
PSI Advisors, LLC256,859$14.1M4.58%+9,18113F-HRTimeline
Financial Partners Group, Inc256,186$14M2.17%+6,92613F-HRTimeline
ODonnell Financial Services, LLC253,478$13.9M5.73%-17,14713F-HRTimeline
DAVENPORT & Co LLC251,597$13.8M0.08%+25,49113F-HRTimeline
RFG Advisory, LLC241,563$13.2M0.36%+57,94413F-HRTimeline
RVW Wealth, LLC241,537$13.2M1.25%-521,13713F-HRTimeline
Heck Capital Advisors, LLC239,760$13.1M1.48%+9,72013F-HRTimeline
CMC Financial Group237,568$13M29.43%-28,66813F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.235,816$12.9M0.71%-12,56413F-HR/ATimelineGroup
Compound Planning, Inc.234,922$12.9M0.59%+7,76513F-HRTimeline
Madrona Financial Services, LLC233,415$12.8M3.51%-3,64213F-HRTimeline
Financial Advocates Investment Manageme…230,645$12.6M0.89%+26,37213F-HRTimeline
Plan Group Financial, LLC228,562$12.5M4.47%+40,15513F-HRTimeline
Meridian Wealth Management, LLC227,667$12.5M0.6%+13,60413F-HRTimeline
Beaumont Financial Advisors, LLC227,654$12.5M0.98%-3,61213F-HRTimeline
SEARCY FINANCIAL SERVICES INC /ADV227,030$12.4M5.38%+98,16313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC219,790$12.4M0.28%+19813F-HRTimelineGroup
Benchmark Financial Wealth Advisors, LLC223,174$12.2M4.61%-46,99913F-HRTimeline
Csenge Advisory Group242,010$12.2M0.69%-7,11013F-HRTimeline
Advisory Services Network, LLC217,739$11.9M0.23%+4,72513F-HRTimeline
U.S. Capital Wealth Advisors, LLC217,508$11.9M0.36%+23,27413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV217,332$11.9M0.95%-49313F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…217,134$11.9M0.49%+6,30313F-HRTimelineGroup
Advisory Alpha, LLC216,482$11.9M0.4%+9,73013F-HR/ATimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…212,467$11.6M0.04%-7,09713F-HRTimelineGroup
COZAD ASSET MANAGEMENT INC211,351$11.6M1.16%+1,50913F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…212,651$11.6M1.76%-13,52613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…203,091$11.1M0.27%-128,51713F-HRTimelineGroup
INVESTMENT ADVISORY SERVICES INC /TX /A…201,611$11M3.99%+4,78013F-HRTimeline
Prosperity Consulting Group, LLC201,584$11M0.85%+5,83813F-HRTimeline
UNIQUE WEALTH, LLC199,386$10.9M2.06%-171,81913F-HRTimeline
Cyr Financial Inc.197,314$10.8M9.65%+3,41213F-HR/ATimeline
WEDBUSH SECURITIES INC196,652$10.8M0.4%-20,86813F-HRTimeline
Lighthouse Wealth Management Inc.195,391$10.7M9.81%+2,90013F-HRTimeline
Arkadios Wealth Advisors194,651$10.7M0.4%+148,67613F-HRTimeline
Copley Financial Group, Inc.191,753$10.5M8.04%+5,79713F-HR/ATimeline
Burns Matteson Capital Management, LLC188,775$10.3M5.56%+6,32513F-HRTimeline
Owen LaRue, LLC188,035$10.3M5.13%-4,77213F-HRTimeline
GERBER, LLC187,520$10.3M8.56%+3,09113F-HRTimeline
XML Financial, LLC186,465$10.2M0.95%+9,29213F-HRTimeline
CW Advisors, LLC185,855$10.2M0.12%+180,22813F-HRTimeline
Capital Advisors Wealth Management, LLC185,364$10.2M1.79%-103,56213F-HRTimeline
Fermata Advisors, LLC183,197$10M1.82%+16,75813F-HRTimeline
Inlight Wealth Management, LLC180,856$9.9M6.14%+1,34213F-HRTimeline
MONEYWISE, INC.179,140$9.81M5.19%-16313F-HRTimeline
Cornerstone Planning Group LLC193,432$9.81M2.35%+11,04213F-HRTimeline
Clear Creek Financial Management, LLC178,878$9.8M1.02%+2,88613F-HRTimeline
American Alpha Advisors, LLC175,022$9.58M8.5%-88,71713F-HRTimeline
Aptus Capital Advisors, LLC171,769$9.41M0.11%+3,74813F-HRTimeline
Ted Buchan & Co171,541$9.39M4.44%-9,15913F-HRTimeline
Sage Advisory Services, Ltd.Co.171,136$9.37M5.51%+6,48113F-HRTimeline
Pacific Wealth Management168,230$9.21M5.06%+2,48113F-HRTimeline
Clark Wealth Partners168,088$9.2M6.83%-66,30513F-HRTimeline
Financial Security Advisor, Inc.166,875$9.14M2.32%+151,27213F-HRTimeline
Strategic Equity Management163,875$8.97M3.77%+3,39813F-HRTimeline
World Investment Advisors160,218$8.77M0.23%-3,45013F-HRTimeline
Perennial Investment Advisors, LLC159,417$8.73M0.98%+13,12813F-HRTimeline
Accordant Advisory Group Inc158,980$8.71M8.51%+9,17813F-HR/ATimeline
VestGen Advisors, LLC157,268$8.61M0.39%13F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC155,976$8.54M3.32%new13F-HR/ATimeline
Procyon Advisors, LLC155,587$8.52M0.52%-149,43613F-HRTimeline
SPC Financial, Inc.155,273$8.5M0.75%+4,32713F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC155,059$8.49M1.76%+1,39913F-HRTimeline
Tamar Securities, LLC152,716$8.36M1.13%+10,32113F-HRTimeline
Commonwealth Financial Services, LLC151,829$8.31M1.7%+10,66213F-HRTimeline
Pinnacle Financial Partners Inc151,447$8.29M0.17%+31,44613F-HRTimeline
BLAIR WILLIAM & CO/IL150,767$8.26M0.02%+18,78313F-HRTimeline
USAdvisors Wealth Management, LLC149,860$8.21M2.86%+5,26813F-HRTimeline
IFP Advisors, Inc149,832$8.2M0.25%-27,70013F-HRTimeline
Wood Tarver Financial Group, LLC148,888$8.15M2.65%+12,00213F-HRTimeline
Clarus Wealth Advisors158,456$8.11M4.34%+17,07613F-HRTimeline
Allworth Financial LP152,871$7.9M0.04%-25,72513F-HRTimeline
McAlister, Sweet & Associates, Inc.144,136$7.89M5.98%+2,66613F-HRTimeline
Parcion Private Wealth LLC143,972$7.88M0.64%+3,84813F-HRTimeline
Americana Partners, LLC143,005$7.83M0.3%+55,90513F-HRTimeline
Echo Wealth Management, LLC142,047$7.78M5.26%-9,93113F-HRTimeline
Oxler Private Wealth LLC141,961$7.77M2.73%013F-HRTimeline
CATHY PARETO & ASSOCIATES, INC140,789$7.71M6.82%+94913F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding139,184$7.7M-8,720Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO138,691$7.59M<0.01%+14,78113F-HRTimelineGroup
Financial Guidance Group, Inc.138,245$7.57M4.09%+6,26213F-HRTimeline
Chicago Partners Investment Group LLC145,044$7.56M0.25%+6,70413F-HRTimeline
INSTRUMENTAL WEALTH, LLC141,289$7.28M6.6%-91,26013F-HRTimeline
LWM Advisory Services, LLC132,312$7.25M5.03%-20,78913F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.131,878$7.22M0.12%-14,14313F-HRTimelineGroup
AllGen Financial Advisors, Inc.131,179$7.18M2.13%+17713F-HRTimeline
Mainsail Financial Group, LLC131,083$7.18M4.07%+6,37313F-HRTimeline
COMERICA BANK131,064$7.18M0.03%-8,27713F-HRTimeline