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Disclosery

COWZ PACER FDS TR

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US CASH COWS 100 (fund)

801 managers (807 13F filers) reported a position in COWZ shares at 2025-06-30, 252,217,684 shares in all. 46 filers opened a position and 83 filers sold out during the quarter.

Managers
801
13F filers
807
New
46
Added
247
Reduced
433
Sold out
83
Shares held by filers
252,217,684

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/50,714,634$2.79B0.23%-8,405,74313F-HRTimelineGroup
LPL Financial LLC21,569,753$1.19B0.4%+340,33313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY19,805,303$1.09B0.07%-5,503,14113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC12,518,003$690M0.24%-2,552,07713F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…11,590,362$639M0.47%-1,358,80313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN8,894,879$490M0.11%-2,536,99113F-HRTimelineGroup
UBS Group AGin group UBS Group AG6,203,671$342M0.07%-967,10913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC5,531,131$305M0.08%-2,080,84213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,448,321$300M0.53%-2,163,22913F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC5,116,878$282M0.37%-484,12413F-HRTimeline
Cetera Investment Advisers4,666,007$257M0.43%-155,37213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,169,455$230M-3,587,766Timeline
Cambridge Investment Research Advisors,…4,068,254$224M0.68%-417,27913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,282,383$181M0.04%-1,900,57113F-HR/ATimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding2,169,768$120M-73,647Timeline
AVANTAX ADVISORY SERVICES, INC.1,932,701$106M0.59%-590,93113F-HRTimeline
HighTower Advisors, LLC1,880,143$104M0.13%-168,45413F-HRTimeline
MML INVESTORS SERVICES, LLC1,866,117$103M0.3%-73,05213F-HRTimeline
Sequoia Financial Advisors, LLC1,702,103$93.8M0.64%+1,82113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,642,797$90.4M0.07%+211,61313F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,614,127$88.9M0.09%-20,88013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,493,230$84.6M0.14%-94,56313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,161,560$64M0.11%-198,08613F-HRTimelineGroup
Requisite Capital Management, LLC1,045,523$57.6M12.47%-6,95513F-HRTimeline
Janney Montgomery Scott LLC1,036,139$57.1M0.15%-166,19713F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding1,034,774$57M-130,922Timeline
Capital Asset Advisory Services LLC995,264$55.8M2.61%+64,30013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC965,357$53.2M1.28%+63,34513F-HRTimeline
Mariner, LLCin group Mariner, LLC931,626$51.3M0.07%-413,26713F-HRTimelineGroup
SFMG, LLC893,734$49.2M3.7%+28,50413F-HRTimeline
Sanctuary Advisors, LLC838,177$46.2M0.29%-183,69713F-HRTimeline
O'Brien Wealth Partners LLC827,665$45.6M7.16%+5,62413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC808,228$44.5M0.03%-65,36313F-HRTimelineGroup
Provident Wealth Management, LLC803,283$44.3M14.47%-1,48713F-HRTimeline
Modern Wealth Management, LLC798,244$44M1.09%-101,85113F-HR/ATimeline
Evensky & Katz LLC780,658$43M2.63%+9,95013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP761,807$42M0.06%-369,50813F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.714,814$39.4M0.32%-91,52913F-HRTimelineGroup
Steward Partners Investment Advisory, L…697,597$38.4M0.3%-227,57113F-HRTimeline
Private Advisor Group, LLC696,973$38.4M0.21%-152,09713F-HRTimeline
Northeast Financial Consultants Inc673,134$37.1M1.52%-108,33413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…668,830$36.9M0.08%new13F-HR/ATimelineGroup
Orion Porfolio Solutions, LLC651,038$35.9M0.31%-10,08213F-HR/ATimeline
Wilmington Savings Fund Society, FSB649,508$35.8M0.64%+81,96413F-HRTimeline
Aprio Wealth Management, LLC640,270$35.3M3.98%+140,09213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…637,086$35.1M0.08%-78,25613F-HR/ATimelineGroup
Foundations Investment Advisors, LLC621,048$34.2M0.54%+39,77013F-HRTimeline
D.A. DAVIDSON & CO.587,606$32.4M0.23%+26,29513F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding583,857$32.2M+16,647Timeline
ELEVATION POINT WEALTH PARTNERS, LLC554,424$30.5M2.38%-7,46613F-HR/ATimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …536,889$29.6M0.67%-1,77113F-HRTimelineGroup
Apexium Financial, LP529,833$29.2M1.55%+22,13313F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…527,287$29.1M0.64%+269,56013F-HRTimelineGroup
NewEdge Advisors, LLC521,348$28.7M0.15%+83,84013F-HRTimeline
Certified Advisory Corp495,264$27.3M2.84%+3313F-HRTimeline
J.W. COLE ADVISORS, INC.494,467$27.2M0.58%+64,63813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS482,920$26.6M0.06%+78,30313F-HRTimeline
AlphaCore Capital LLC477,877$26.3M1%-210,30613F-HRTimeline
HARBOUR INVESTMENTS, INC.473,783$26.1M0.66%-12,08713F-HRTimeline
IHT Wealth Management, LLC468,248$25.8M0.71%+122,63813F-HRTimeline
Intelligence Driven Advisers, LLC460,543$25.4M3.83%-48,72613F-HRTimeline
MAI Capital Management453,245$25M0.17%-19,70813F-HRTimeline
Paragon Capital Management Ltd441,078$24.3M4.41%+31513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC440,900$24.3M0.67%-49,86513F-HRTimeline
Atria Wealth Solutions, Inc.435,185$24M0.54%-570,90613F-HRTimeline
Sigma Planning Corp431,492$23.8M0.72%-75,47913F-HRTimeline
Wealth Group Ltd423,227$23.3M5.94%-54,83213F-HRTimeline
SYNOVUS FINANCIAL CORP419,457$23.1M0.28%-37,90113F-HRTimeline
HBW ADVISORY SERVICES LLC419,320$23.1M2.85%-15,29813F-HRTimeline
CORA CAPITAL ADVISORS LLC413,665$22.8M10.15%-18,07513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…403,836$22.3M1.01%-33,35113F-HRTimelineGroup
Foster Victor Wealth Advisors, LLC392,627$22.2M1.51%+7,63613F-HRTimeline
&PARTNERS398,731$22M0.17%+4,03413F-HRTimeline
Onyx Bridge Wealth Group LLC398,761$22M2.91%-270,09913F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC396,062$21.8M1.52%-131,77313F-HRTimeline
Presidio Capital Management, LLC384,139$21.2M8.15%+20,00713F-HRTimeline
MATAURO, LLC383,998$21.2M3.97%-45,13613F-HRTimeline
Sanchez Wealth Management Group382,954$21.1M5.09%+9,63313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC369,441$20.4M0.02%+269,76213F-HRTimelineGroup
Wiser Wealth Management, Inc356,450$19.6M4.92%-22,42813F-HRTimeline
Geneos Wealth Management Inc.354,456$19.5M0.48%-168,04113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …346,859$19.1M0.25%-290,35313F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC339,237$18.7M0.03%-67,20213F-HRTimelineGroup
Prospera Financial Services Inc338,338$18.7M0.35%-10,78613F-HRTimeline
CWM, LLCin group CWM, LLC332,647$18.3M0.06%+1,99413F-HRTimelineGroup
Ballast, Inc.320,078$17.6M4.62%+25,82713F-HR/ATimeline
Global Retirement Partners, LLC312,028$17.2M0.43%13F-HRTimeline
Altus Wealth Group LLC310,744$17.1M7.58%-11,95713F-HRTimeline
Pacer Advisors, Inc.303,576$16.7M0.04%-18,61013F-HRTimeline
MGO ONE SEVEN LLC303,496$16.7M0.54%+26,53813F-HRTimeline
Ausdal Financial Partners, Inc.302,611$16.7M1.11%+22,57813F-HRTimeline
MONECO ADVISORS, LLC288,909$15.9M1.48%-46,02613F-HRTimeline
Bryn Mawr Trust Advisors, LLC287,009$15.8M0.87%-25,79913F-HRTimeline
PSI Advisors, LLC283,443$15.6M7.67%+26,58413F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.279,587$15.4M4.16%+14,78413F-HRTimeline
Longview Financial Advisors, Inc.276,996$15.3M12.96%-2,62613F-HRTimeline
Hudock, Inc.276,958$15.3M2.45%-20,64413F-HRTimeline
Sylvest Advisors, LLC269,220$14.8M8.55%-4,76913F-HRTimeline
Clay Northam Wealth Management, LLC267,790$14.8M9.43%+86213F-HRTimeline
PFG Advisors264,326$14.6M0.67%-108,65913F-HRTimeline
Compound Planning, Inc.263,515$14.5M0.55%+28,59313F-HRTimeline
Financial Partners Group, Inc258,125$14.2M1.97%+1,93913F-HRTimeline
ODonnell Financial Services, LLC252,310$13.9M5.33%-1,16813F-HRTimeline
World Investment Advisors242,610$13.4M0.3%+82,39213F-HRTimeline
Advisory Alpha, LLC241,410$13.3M0.41%+24,92813F-HRTimeline
Retirement Planning Group, LLC239,480$13.2M0.56%-116,68913F-HRTimeline
Csenge Advisory Group244,212$13.1M0.69%+2,20213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…236,869$13.1M0.02%+169,27713F-HRTimelineGroup
CMC Financial Group236,661$13M29.78%-90713F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV235,634$13M0.93%+18,30213F-HRTimeline
SEARCY FINANCIAL SERVICES INC /ADV232,484$12.8M5.21%+5,45413F-HRTimeline
Benchmark Financial Wealth Advisors, LLC231,085$12.7M4.21%+7,91113F-HRTimeline
WealthPLAN Partners, LLC230,405$12.7M2.04%-85,06813F-HRTimeline
GEN Financial Management, INC.224,405$12.4M10.11%-85,06713F-HRTimeline
Advisory Services Network, LLC221,707$12.3M0.2%+3,96813F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…223,912$12.3M0.45%+6,77813F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…222,503$12.3M0.24%+19,41213F-HRTimelineGroup
COZAD ASSET MANAGEMENT INC221,377$12.2M1.07%+10,02613F-HR/ATimeline
Madrona Financial Services, LLC219,799$12.1M2.9%-13,61613F-HRTimeline
Cornerstone Planning Group LLC213,281$11.9M2.42%+19,84913F-HRTimeline
Plan Group Financial, LLC215,438$11.9M3.9%-13,12413F-HRTimeline
Cyr Financial Inc.213,053$11.7M9.07%+15,73913F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.211,173$11.6M0.57%-24,64313F-HRTimelineGroup
Prosperity Consulting Group, LLC209,534$11.5M0.84%+7,95013F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC204,148$11.2M3.96%+48,17213F-HR/ATimeline
WealthPlan Investment Management, LLC201,721$11.1M0.81%+73,85113F-HRTimeline
Inlight Wealth Management, LLC196,227$10.8M5.61%+15,37113F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…195,244$10.8M3.59%-6,36713F-HRTimeline
XML Financial, LLC193,583$10.7M0.93%+7,11813F-HRTimeline
DAVENPORT & Co LLC192,191$10.6M0.06%-59,40613F-HRTimeline
Lighthouse Wealth Management Inc.190,704$10.5M9.09%-4,68713F-HRTimeline
Owen LaRue, LLC187,458$10.3M4.39%-57713F-HRTimeline
Arkadios Wealth Advisors185,123$10.2M0.31%-9,52813F-HRTimeline
GERBER, LLC185,064$10.2M7.17%-2,45613F-HRTimeline
Financial Security Advisor, Inc.184,611$10.2M2.34%+17,73613F-HRTimeline
Copley Financial Group, Inc.184,277$10.2M7.53%-7,47613F-HRTimeline
Burns Matteson Capital Management, LLC183,077$10.1M4.87%-5,69813F-HRTimeline
Clark Wealth Partners181,741$10M6.76%+13,65313F-HRTimeline
CW Advisors, LLC176,126$9.7M0.09%-9,72913F-HRTimeline
Perennial Investment Advisors, LLC175,876$9.69M0.94%+16,45913F-HRTimeline
Ted Buchan & Co175,162$9.65M3.84%+3,62113F-HRTimeline
Fermata Advisors, LLC172,207$9.49M2.54%-10,99013F-HRTimeline
Pacific Wealth Management169,710$9.35M4.62%+1,48013F-HRTimeline
WEDBUSH SECURITIES INC168,638$9.29M0.32%-28,01413F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…168,037$9.26M0.26%+89,32413F-HRTimelineGroup
Accordant Advisory Group Inc165,165$9.1M6.78%+6,18513F-HRTimeline
WINNACLE WEALTH LLC165,165$9.1M6.78%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC165,075$9.1M0.27%-52,43313F-HRTimeline
SPC Financial, Inc.163,121$8.99M0.75%+7,84813F-HRTimeline
Gotham Asset Management, LLC162,687$8.96M0.05%+82,66813F-HRTimeline
BLAIR WILLIAM & CO/IL161,039$8.87M0.02%+10,27213F-HRTimeline
VestGen Advisors, LLC160,496$8.84M0.35%+3,22813F-HRTimeline
Americana Partners, LLC159,926$8.81M0.3%+16,92113F-HRTimeline
Meridian Wealth Management, LLC158,839$8.75M0.37%-68,82813F-HRTimeline
Tamar Securities, LLC157,493$8.68M1.05%+4,77713F-HRTimeline
UNIQUE WEALTH, LLC157,448$8.68M1.4%-41,93813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC157,124$8.66M0.16%-62,66613F-HRTimelineGroup
MITCHELL MCLEOD PUGH & WILLIAMS INC155,981$8.59M1.6%+92213F-HRTimeline
IFP Advisors, Inc152,929$8.43M0.24%+3,09713F-HRTimeline
PTM WEALTH MANAGEMENT, LLC147,606$8.36M5.53%-3,01213F-HRTimeline
GTS SECURITIES LLC151,166$8.33M0.37%+137,46313F-HRTimeline
Parcion Private Wealth LLC149,619$8.24M0.59%+5,64713F-HRTimeline
Chicago Partners Investment Group LLC142,021$8.15M0.24%-3,02313F-HRTimeline
Procyon Advisors, LLC146,999$8.1M0.77%-8,58813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC146,525$8.07M0.07%new13F-HRTimelineGroup
Mainsail Financial Group, LLC144,868$8.04M3.74%+13,78513F-HRTimeline
Wood Tarver Financial Group, LLC145,364$8.01M2.41%-3,52413F-HRTimeline
INSTRUMENTAL WEALTH, LLC142,799$7.92M6.3%+1,51013F-HRTimeline
Echo Wealth Management, LLC140,875$7.76M4.76%-1,17213F-HRTimeline
Atria Investments, Inc139,033$7.66M0.09%-186,60713F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…136,940$7.55M0.03%-75,52713F-HRTimelineGroup
SCS Capital Management LLC134,788$7.43M0.08%-446,49413F-HRTimeline
Clear Creek Financial Management, LLC134,329$7.4M0.7%-44,54913F-HRTimeline
CATHY PARETO & ASSOCIATES, INC132,732$7.31M6.04%-8,05713F-HRTimeline
CALTON & ASSOCIATES, INC.131,538$7.25M1.25%-129,21313F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT130,367$7.18M0.5%-52313F-HRTimeline
Drucker Wealth 3.0, LLC124,857$7.07M1.36%new13F-HRTimeline
First Heartland Consultants, Inc.126,505$6.97M0.62%+45,53213F-HRTimeline
TABLEAUX LLC125,777$6.93M3.98%+46,98613F-HR/ATimeline
Financial Advocates Investment Manageme…124,783$6.88M0.56%-105,86213F-HRTimeline
SMITH, MOORE & CO.124,293$6.85M0.57%-172,53113F-HRTimeline
Kingsview Wealth Management, LLC123,797$6.82M0.12%+16,98113F-HRTimeline
Team Financial Group, LLC123,415$6.8M3.34%+4,92913F-HRTimeline
CENTAURUS FINANCIAL, INC.122,322$6.74M0.39%+4,85113F-HRTimeline
Moors & Cabot, Inc.121,812$6.71M0.31%-74213F-HRTimeline
Clarus Wealth Advisors117,881$6.68M3.09%-40,57513F-HRTimeline
RVW Wealth, LLC121,091$6.67M0.57%-120,44613F-HRTimeline
Modus Advisors, LLC120,515$6.64M1.97%+1,62113F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…120,421$6.64M0.35%-18,76313F-HRTimelineGroup
Allworth Financial LP117,874$6.49M0.03%-34,99713F-HRTimeline
Kraft, Davis & Associates, LLC113,561$6.49M1.78%+84613F-HRTimeline
Fearless Solutions, LLC dba Best Invest116,769$6.43M4.5%-96013F-HRTimeline
Waverly Advisors, LLC116,005$6.39M0.07%+2,78013F-HRTimeline
Qube Research & Technologies Ltd114,231$6.29M0.01%+8,80713F-HRTimeline
RFG Advisory, LLC113,202$6.24M0.15%-128,36113F-HRTimeline
COMERICA BANK109,594$6.04M0.02%-21,47013F-HRTimeline
Aptus Capital Advisors, LLC109,576$6.04M0.06%-62,19313F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC105,890$5.83M3.01%+5,88813F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…105,753$5.83M1.33%-49413F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.105,647$5.82M0.1%-26,23113F-HRTimelineGroup