Skip to content
Disclosery

COWZ PACER FDS TR

Follow

US CASH COWS 100 (fund)

788 managers (794 13F filers) reported a position in COWZ shares at 2025-09-30, 217,558,937 shares in all. 43 filers opened a position and 53 filers sold out during the quarter.

Managers
788
13F filers
794
New
43
Added
264
Reduced
403
Sold out
53
Shares held by filers
217,558,937

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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/43,585,636$2.5B0.19%-7,128,99813F-HR/ATimelineGroup
LPL Financial LLC20,454,714$1.18B0.34%-1,115,03913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY17,002,952$977M0.06%-2,802,35113F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC10,278,153$591M0.19%-2,239,85013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…9,041,964$520M0.35%-2,548,39813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN7,641,263$439M0.09%-1,253,61613F-HRTimelineGroup
Cetera Investment Advisers6,085,327$350M0.41%+1,419,32013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,342,701$309M0.43%-105,62013F-HRTimelineGroup
UBS Group AGin group UBS Group AG5,013,003$288M0.06%-1,190,66813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC4,229,904$243M0.06%-1,301,22713F-HRTimelineGroup
Cambridge Investment Research Advisors,…3,843,017$221M0.61%-225,23713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC3,778,698$217M0.28%-1,338,18013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,724,336$214M-445,119Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,874,486$165M0.03%-407,89713F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding2,058,736$118M-111,032Timeline
HighTower Advisors, LLC1,826,720$105M0.12%-53,42313F-HRTimeline
Sequoia Financial Advisors, LLC1,797,735$103M0.63%+95,63213F-HRTimeline
MML INVESTORS SERVICES, LLC1,726,023$99.2M0.26%-140,09413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,627,225$93.6M0.06%-15,57213F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,563,860$89.9M0.08%-50,26713F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,449,498$83.3M0.13%-43,73213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,092,602$62.8M0.1%-68,95813F-HRTimelineGroup
Capital Asset Advisory Services LLC957,981$55.1M2.38%-37,28313F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC952,207$54.7M1.16%-13,15013F-HRTimeline
SFMG, LLC923,914$53.1M3.68%+30,18013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV889,839$51.1M0.09%+824,22213F-HRTimeline
Janney Montgomery Scott LLC868,773$49.9M0.12%-167,36613F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding855,155$49.3M-179,619Timeline
O'Brien Wealth Partners LLC833,162$47.9M6.49%+5,49713F-HRTimeline
Provident Wealth Management, LLC812,469$46.7M14.12%+9,18613F-HRTimeline
Evensky & Katz LLC805,116$46.3M2.68%+24,45813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC728,399$41.9M0.03%-79,82913F-HRTimelineGroup
Modern Wealth Management, LLC721,438$41.5M0.82%-76,80613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP716,469$41.2M0.06%-45,33813F-HRTimelineGroup
Steward Partners Investment Advisory, L…705,699$40.6M0.23%+8,10213F-HRTimeline
Aprio Wealth Management, LLC668,311$38.4M3.82%+28,04113F-HRTimeline
Mariner, LLCin group Mariner, LLC638,616$36.7M0.05%-293,01013F-HRTimelineGroup
Orion Porfolio Solutions, LLC622,124$35.8M0.28%-28,91413F-HRTimeline
Private Advisor Group, LLC612,526$35.2M0.17%-84,44713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.608,361$35M0.26%-106,45313F-HRTimelineGroup
D.A. DAVIDSON & CO.596,633$34.3M0.22%+9,02713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…560,994$32.2M0.06%-76,09213F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …550,402$31.6M0.66%+13,51313F-HRTimelineGroup
Wilmington Savings Fund Society, FSB546,327$31.4M0.76%-103,18113F-HR/ATimeline
Corient Private Wealth LPin group Corient Private Wealth LP545,620$31.4M0.05%+502,08613F-HRTimelineGroup
Apexium Financial, LP542,664$31.2M1.52%+12,83113F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding532,884$30.6M-50,973Timeline
NewEdge Advisors, LLC523,554$30.1M0.14%+2,20613F-HRTimeline
Certified Advisory Corp490,712$28.2M2.68%-4,55213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…489,331$28.1M1.11%+85,49513F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…485,260$27.9M0.56%-42,02713F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS484,398$27.8M0.06%+1,47813F-HRTimeline
HARBOUR INVESTMENTS, INC.470,654$27M0.61%-3,12913F-HRTimeline
AlphaCore Capital LLC468,231$26.9M0.91%-9,64613F-HRTimeline
IHT Wealth Management, LLC466,100$26.8M0.68%-2,14813F-HRTimeline
SYNOVUS FINANCIAL CORP438,690$25.2M0.29%+19,23313F-HRTimeline
MAI Capital Management430,375$24.7M0.15%-22,87013F-HRTimeline
Paragon Capital Management Ltd424,713$24.4M4.59%-16,36513F-HRTimeline
Presidio Capital Management, LLC403,533$23.2M8.13%+19,39413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC403,092$23.2M0.56%-37,80813F-HRTimeline
HBW ADVISORY SERVICES LLC399,086$22.9M2.58%-20,23413F-HRTimeline
Foster Victor Wealth Advisors, LLC394,485$22.8M1.42%+1,85813F-HRTimeline
Sanchez Wealth Management Group394,609$22.7M5.04%+11,65513F-HRTimeline
&PARTNERS391,405$22.5M0.14%-7,32613F-HRTimeline
Intelligence Driven Advisers, LLC391,119$22.5M3.12%-69,42413F-HRTimeline
Sanctuary Advisors, LLC381,829$21.9M0.13%-456,34813F-HR/ATimeline
J.W. COLE ADVISORS, INC.380,051$21.8M0.42%-114,41613F-HRTimeline
Wealth Group Ltd370,167$21.3M4.92%-53,06013F-HRTimeline
Wiser Wealth Management, Inc369,827$21.3M4.86%+13,37713F-HRTimeline
MATAURO, LLC365,600$21M3.34%-18,39813F-HRTimeline
Ausdal Financial Partners, Inc.349,514$20.1M0.98%+46,90313F-HRTimeline
Drucker Wealth 3.0, LLC338,631$19.5M3.46%+213,77413F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC335,492$19.3M1.19%-60,57013F-HRTimeline
Prospera Financial Services Inc330,766$19M0.32%-7,57213F-HRTimeline
Ballast, Inc.330,811$19M4.63%+10,73313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …327,901$18.8M0.23%-18,95813F-HRTimelineGroup
Geneos Wealth Management Inc.320,264$18.4M0.47%-34,19213F-HRTimeline
CWM, LLCin group CWM, LLC313,650$18M0.05%-18,99713F-HRTimelineGroup
PRUDENT INVESTORS NETWORK, INC.299,061$17.2M4.21%+19,47413F-HRTimeline
Pacer Advisors, Inc.295,368$17M0.04%-8,20813F-HRTimeline
Altus Wealth Group LLC286,393$16.5M6.76%-24,35113F-HRTimeline
Qube Research & Technologies Ltd286,061$16.4M0.02%+171,83013F-HRTimeline
PSI Advisors, LLC282,396$16.2M4.18%-1,04713F-HRTimeline
Compound Planning, Inc.279,581$16.1M0.52%+16,06613F-HRTimeline
Sigma Planning Corp276,058$15.9M0.45%-155,43413F-HRTimeline
Clay Northam Wealth Management, LLC271,336$15.6M8.91%+3,54613F-HRTimeline
Sylvest Advisors, LLC267,852$15.4M8.27%-1,36813F-HRTimeline
Bryn Mawr Trust Advisors, LLC262,679$15.1M0.75%-24,33013F-HRTimeline
MGO ONE SEVEN LLC261,015$15M0.35%-42,48113F-HRTimeline
Advisory Alpha, LLC245,475$14.2M0.39%+4,06513F-HRTimeline
PFG Advisors245,465$14.1M0.58%-18,86113F-HRTimeline
World Investment Advisors244,140$14M0.29%+1,53013F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC242,741$14M4.37%+38,59313F-HR/ATimeline
CREATIVE FINANCIAL DESIGNS INC /ADV239,551$13.8M0.92%+3,91713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…239,244$13.7M0.24%+16,74113F-HRTimelineGroup
SEARCY FINANCIAL SERVICES INC /ADV235,871$13.6M5.15%+3,38713F-HRTimeline
Benchmark Financial Wealth Advisors, LLC232,718$13.4M4.02%+1,63313F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…231,997$13.3M0.46%+8,08513F-HRTimelineGroup
Financial Partners Group, Inc228,216$13.1M1.63%-29,90913F-HRTimeline
Csenge Advisory Group223,941$12.9M0.61%-20,27113F-HRTimeline
Plan Group Financial, LLC223,752$12.9M3.45%+8,31413F-HRTimeline
WealthPlan Investment Management, LLC223,075$12.8M0.85%+21,35413F-HRTimeline
Cyr Financial Inc.223,003$12.8M8.76%+9,95013F-HRTimeline
Advisory Services Network, LLC222,973$12.8M0.19%+1,26613F-HRTimeline
MONECO ADVISORS, LLC222,217$12.8M1.07%-66,69213F-HRTimeline
Madrona Financial Services, LLC220,712$12.7M2.8%+91313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO215,652$12.4M<0.01%+119,99113F-HR/ATimelineGroup
CORA CAPITAL ADVISORS LLC215,509$12.4M5.27%-198,15613F-HRTimeline
Longview Financial Advisors, Inc.214,052$12.3M8.77%-62,94413F-HRTimeline
COZAD ASSET MANAGEMENT INC209,953$12.1M0.96%-11,42413F-HRTimeline
Arkadios Wealth Advisors205,101$11.8M0.29%+19,97813F-HRTimeline
Inlight Wealth Management, LLC203,999$11.7M5.51%+7,77213F-HRTimeline
GEN Financial Management, INC.199,182$11.4M9.87%-25,22313F-HRTimeline
Global Retirement Partners, LLC199,087$11.4M0.26%-112,94113F-HRTimeline
XML Financial, LLC195,570$11.2M0.91%+1,98713F-HRTimeline
Owen LaRue, LLC190,011$10.9M4.3%+2,55313F-HRTimeline
Burns Matteson Capital Management, LLC189,555$10.9M4.57%+6,47813F-HRTimeline
Financial Security Advisor, Inc.189,228$10.9M2.31%+4,61713F-HRTimeline
Copley Financial Group, Inc.188,794$10.8M7.42%+4,51713F-HRTimeline
WealthPLAN Partners, LLC188,570$10.8M1.62%-41,83513F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…186,738$10.7M0.28%+18,70113F-HRTimelineGroup
SPC Financial, Inc.185,277$10.6M0.83%+22,15613F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…184,959$10.6M3.35%-10,28513F-HRTimeline
Perennial Investment Advisors, LLC184,644$10.6M0.88%+8,76813F-HRTimeline
Fermata Advisors, LLC179,942$10.3M2.62%+7,73513F-HRTimeline
Onyx Bridge Wealth Group LLC179,876$10.3M1.12%-218,88513F-HRTimeline
TABLEAUX LLC179,740$10.3M4.13%+53,96313F-HRTimeline
DAVENPORT & Co LLC173,544$9.97M0.05%-18,64713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC171,758$9.87M0.02%-167,47913F-HRTimelineGroup
Lighthouse Wealth Management Inc.167,544$9.63M7.82%-23,16013F-HRTimeline
Accordant Advisory Group Inc163,640$9.4M6.4%-1,52513F-HRTimeline
Tamar Securities, LLC161,475$9.28M1.06%+3,98213F-HRTimeline
VestGen Advisors, LLC160,730$9.24M0.31%+23413F-HRTimeline
Gotham Asset Management, LLC160,450$9.22M0.04%-2,23713F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC156,210$9.04M1.45%+22913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC156,746$9.01M0.15%-37813F-HRTimelineGroup
PTM WEALTH MANAGEMENT, LLC154,688$8.96M5.35%+7,08213F-HRTimeline
Tactive Advisors, LLC153,951$8.85M2.5%+87,63613F-HRTimeline
Strategic Blueprint, LLC153,349$8.81M0.38%+83,92813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC150,663$8.66M0.07%+4,13813F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.150,297$8.64M0.38%-60,87613F-HRTimelineGroup
Mainsail Financial Group, LLC148,951$8.56M3.68%+4,08313F-HRTimeline
Wood Tarver Financial Group, LLC148,047$8.51M2.51%+2,68313F-HRTimeline
BLAIR WILLIAM & CO/IL147,880$8.5M0.02%-13,15913F-HRTimeline
HUB Investment Partners, LLC145,756$8.38M0.31%new13F-HRTimeline
Procyon Advisors, LLC143,702$8.26M0.49%-3,29713F-HRTimeline
GERBER, LLC142,109$8.17M5.13%-42,95513F-HRTimeline
Ted Buchan & Co138,830$7.98M3.13%-36,33213F-HRTimeline
CMC Financial Group138,497$7.96M14.74%-98,16413F-HRTimeline
Parcion Private Wealth LLC136,704$7.86M0.49%-12,91513F-HRTimeline
IFP Advisors, Inc133,758$7.69M0.2%-19,17113F-HR/ATimeline
Echo Wealth Management, LLC130,785$7.52M4.39%-10,09013F-HRTimeline
Clear Creek Financial Management, LLC130,559$7.5M0.65%-3,77013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…126,081$7.25M0.02%-10,85913F-HRTimelineGroup
Prosperity Consulting Group, LLC124,160$7.14M0.35%-85,37413F-HRTimeline
CALTON & ASSOCIATES, INC.124,130$7.13M1.07%-7,40813F-HRTimeline
CATHY PARETO & ASSOCIATES, INC123,923$7.12M5.37%-8,80913F-HRTimeline
Chicago Partners Investment Group LLC123,044$7.12M0.19%-18,97713F-HRTimeline
Team Financial Group, LLC122,787$7.06M3.27%-62813F-HRTimeline
INSTRUMENTAL WEALTH, LLC122,128$7.03M4.93%-20,67113F-HRTimeline
CENTAURUS FINANCIAL, INC.122,133$7.02M0.33%-18913F-HRTimeline
Modus Advisors, LLC121,420$6.98M1.9%+90513F-HRTimeline
VERUS CAPITAL PARTNERS, LLC120,303$6.91M0.54%+17,01613F-HR/ATimeline
RVW Wealth, LLC119,764$6.88M0.54%-1,32713F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT118,922$6.83M0.44%-11,44513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC116,318$6.68M<0.01%+55,57013F-HRTimelineGroup
Fearless Solutions, LLC dba Best Invest115,926$6.66M4.27%-84313F-HRTimeline
Kraft, Davis & Associates, LLC114,975$6.66M1.62%+1,41413F-HRTimeline
Retirement Planning Group, LLC114,804$6.6M0.23%-124,67613F-HRTimeline
Moors & Cabot, Inc.114,563$6.58M0.29%-7,24913F-HRTimeline
Clarus Wealth Advisors113,682$6.57M2.91%-4,19913F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC108,678$6.25M3.12%+2,78813F-HRTimeline
Americana Partners, LLC108,337$6.23M0.19%-51,58913F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…107,363$6.17M1.31%+1,61013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC106,421$6.12M<0.01%-263,02013F-HRTimelineGroup
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.106,392$6.11M0.06%+74513F-HRTimelineGroup
SCS Capital Management LLC105,760$6.08M0.07%-29,02813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC104,986$6.03M0.07%+35,27313F-HRTimelineGroup
UNIQUE WEALTH, LLC104,531$6.01M0.88%-52,91713F-HRTimeline
Anson Capital, Inc.104,241$5.99M4.49%+3,74513F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…103,547$5.95M0.25%+95113F-HRTimeline
SMITH, MOORE & CO.100,615$5.78M0.44%-23,67813F-HRTimeline
Spectrum Strategic Capital Management, …100,244$5.76M3.45%-1,78013F-HRTimeline
Granby Capital Management, LLCin group Granby Capital Management, LLC100,000$5.75M3.05%013F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC99,978$5.75M0.15%-65,09713F-HRTimeline
FLOW TRADERS U.S. LLC99,165$5.7M0.23%+66,88213F-HRTimeline
Intrua Financial, LLC98,796$5.68M0.66%new13F-HRTimeline
Tandem Investment Partners LLC97,706$5.62M4.61%-14513F-HRTimeline
Waverly Advisors, LLC97,511$5.6M0.06%-18,49413F-HRTimeline
Merit Financial Group, LLC93,725$5.39M0.05%+6,16413F-HR/ATimeline
Kingsview Wealth Management, LLC93,571$5.38M0.08%-30,22613F-HRTimeline
Summit Financial, LLC92,861$5.34M0.08%new13F-HRTimeline
Aptus Capital Advisors, LLC92,593$5.32M0.05%-16,98313F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC92,322$5.31M0.41%+3,40813F-HRTimeline
MONEYWISE, INC.91,636$5.27M2.38%-3,19413F-HRTimeline
First Heartland Consultants, Inc.91,246$5.24M0.42%-35,25913F-HRTimeline
ODonnell Financial Services, LLC88,714$5.1M1.81%-163,59613F-HRTimeline
Aspire Capital Advisors LLC88,491$5.09M1.25%+3,12913F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC86,016$4.94M0.04%+74,35713F-HRTimeline
National Wealth Management Group, LLC85,685$4.92M1.86%-7,61613F-HRTimeline