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Disclosery

COWZ PACER FDS TR

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US CASH COWS 100 (fund)

839 managers (848 13F filers) reported a position in COWZ shares at 2025-12-31, 201,397,769 shares in all. 54 filers opened a position and 46 filers sold out during the quarter.

Managers
839
13F filers
848
New
54
Added
230
Reduced
390
Sold out
46
Shares held by filers
201,397,769

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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/38,659,376$2.33B0.17%-4,926,26013F-HRTimelineGroup
LPL Financial LLC18,708,533$1.13B0.31%-1,746,18113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY15,312,750$921M0.06%-1,690,20213F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC8,846,219$532M0.17%-1,431,93413F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…7,978,756$480M0.3%-1,063,20813F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN7,016,494$422M0.08%-624,76913F-HRTimelineGroup
Cetera Investment Advisers5,758,501$346M0.38%-326,82613F-HRTimeline
UBS Group AGgroup of 2 filers holding4,772,956$287M-240,047Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,983,769$240M0.35%-1,358,93213F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,461,176$208M0.05%-768,72813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC3,318,661$200M0.27%-460,03713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,282,068$197M-442,268Timeline
Cambridge Investment Research Advisors,…3,258,832$196M0.52%-584,18513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,741,100$165M0.03%-133,38613F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding2,149,314$129M+90,578Timeline
Sequoia Financial Advisors, LLC1,801,161$108M0.61%+3,42613F-HRTimeline
MML INVESTORS SERVICES, LLC1,697,873$102M0.25%-28,15013F-HRTimeline
HighTower Advisors, LLC1,684,967$101M0.11%-141,75313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,625,686$97.8M0.06%-1,53913F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,401,445$86.3M0.12%-48,05313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,394,324$83.9M0.08%-169,53613F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,042,979$62.8M0.1%-49,62313F-HRTimelineGroup
Capital Asset Advisory Services LLC975,844$60.1M2.42%+17,86313F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC968,064$58.2M1.04%+15,85713F-HR/ATimeline
SFMG, LLC950,367$57.2M3.84%+26,45313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV898,123$54M0.08%+8,28413F-HRTimeline
O'Brien Wealth Partners LLC831,660$50M6.62%-1,50213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…826,983$49.8M0.09%+265,98913F-HR/ATimelineGroup
Evensky & Katz LLC820,713$49.4M2.79%+15,59713F-HRTimeline
Provident Wealth Management, LLC819,714$49.3M14.61%+7,24513F-HRTimeline
Janney Montgomery Scott LLC803,748$48.4M0.11%-65,02513F-HRTimeline
Orion Porfolio Solutions, LLC802,814$48.3M0.35%+180,69013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding729,771$43.9M-125,384Timeline
CITIGROUP INCin group CITIGROUP INC708,687$42.6M0.03%-19,71213F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP704,963$42.4M0.06%-11,50613F-HRTimelineGroup
Aprio Wealth Management, LLC704,058$42.4M2.43%+35,74713F-HRTimeline
D.A. DAVIDSON & CO.676,902$40.7M0.25%+80,26913F-HRTimeline
Modern Wealth Management, LLC658,118$39.6M0.72%-63,32013F-HRTimeline
AlphaCore Capital LLC647,900$39.4M0.88%+179,66913F-HRTimeline
Steward Partners Investment Advisory, L…605,659$36.4M0.2%-100,04013F-HRTimeline
Mariner, LLCin group Mariner, LLC602,798$36.3M0.04%-35,81813F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …568,262$34.2M0.67%+17,86013F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…559,720$33.7M0.2%new13F-HRTimelineGroup
Private Advisor Group, LLC556,163$33.5M0.16%-56,36313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.547,417$32.9M0.23%-60,94413F-HRTimelineGroup
Wilkerson Advisory Group LLC524,152$31.5M11.11%13F-HRTimeline
NewEdge Advisors, LLC507,288$30.5M0.11%-16,26613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…497,102$29.9M1.1%+7,77113F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS494,673$29.8M0.06%+10,27513F-HRTimeline
Certified Advisory Corp486,798$29.3M2.67%-3,91413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…485,760$29.2M0.56%+50013F-HRTimelineGroup
MAI Capital Management478,474$28.8M0.17%+48,09913F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …469,490$28.3M0.21%13F-HR/ATimelineGroup
Wilmington Savings Fund Society, FSB467,636$28.1M0.66%-78,69113F-HRTimeline
Paragon Capital Management Ltd423,400$25.5M5.07%-1,31313F-HRTimeline
Foster Victor Wealth Advisors, LLC395,479$24.4M1.42%+99413F-HRTimeline
Presidio Capital Management, LLC402,389$24.2M7.27%-1,14413F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS400,000$24.1M0.02%+399,99713F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding399,725$24.1M-133,159Timeline
HARBOUR INVESTMENTS, INC.387,563$23.3M0.47%-83,09113F-HRTimeline
&PARTNERS387,096$23.3M0.12%-4,30913F-HRTimeline
Decker Wealth Management LLC385,880$23.2M5.1%13F-HRTimeline
Wiser Wealth Management, Inc376,069$22.6M5.03%+6,24213F-HRTimeline
MATAURO, LLC373,245$22.5M3.38%+7,64513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC369,935$22.3M0.5%-33,15713F-HRTimeline
Drucker Wealth 3.0, LLC359,196$21.6M3.8%+20,56513F-HRTimeline
IHT Wealth Management, LLC357,342$21.5M0.52%-108,75813F-HRTimeline
Ausdal Financial Partners, Inc.352,319$21.2M0.98%+2,80513F-HRTimeline
Intelligence Driven Advisers, LLC346,365$20.8M2.98%-44,75413F-HRTimeline
Marble Wealth, LLC342,530$20.6M2.86%13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC335,473$20.2M1.2%-1913F-HRTimeline
J.W. COLE ADVISORS, INC.349,122$19.8M0.48%-30,92913F-HRTimeline
CWM, LLCin group CWM, LLC323,271$19.5M0.05%+9,62113F-HRTimelineGroup
Sanctuary Advisors, LLC320,047$19.3M0.11%-61,78213F-HRTimeline
HBW ADVISORY SERVICES LLC314,595$18.9M2.06%-84,49113F-HRTimeline
Wealth Group Ltd314,125$18.9M4.23%-56,04213F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …295,913$17.8M0.25%-31,98813F-HRTimelineGroup
Compound Planning, Inc.290,230$17.5M0.52%+10,64913F-HRTimeline
Pacer Advisors, Inc.287,714$17.3M0.05%-7,65413F-HR/ATimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…275,339$16.6M0.19%+36,09513F-HRTimelineGroup
Qube Research & Technologies Ltd274,012$16.5M0.02%-12,04913F-HRTimeline
Clay Northam Wealth Management, LLC273,476$16.5M9.14%+2,14013F-HRTimeline
PSI Advisors, LLC271,843$16.4M4.11%-10,55313F-HRTimeline
Geneos Wealth Management Inc.271,578$16.3M0.4%-48,68613F-HRTimeline
Inlight Wealth Management, LLC257,643$15.5M5.68%+53,64413F-HRTimeline
Financial Security Advisor, Inc.249,648$15.2M2.94%+60,42013F-HRTimeline
Sigma Planning Corp250,621$15.1M0.42%-25,43713F-HRTimeline
Altus Wealth Group LLC246,356$14.8M5.92%-40,03713F-HRTimeline
MGO ONE SEVEN LLC246,081$14.8M0.3%-14,93413F-HRTimeline
Advisory Alpha, LLC245,024$14.7M0.4%-45113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV242,030$14.6M0.92%+2,47913F-HRTimeline
VERUS CAPITAL PARTNERS, LLC240,962$14.5M0.97%+120,65913F-HR/ATimeline
Cyr Financial Inc.240,096$14.4M9.01%+17,09313F-HRTimeline
SEARCY FINANCIAL SERVICES INC /ADV237,718$14.3M5.3%+1,84713F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…237,698$14.3M0.47%+5,70113F-HRTimelineGroup
Bryn Mawr Trust Advisors, LLC235,545$14.2M0.68%-27,13413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP235,301$14.2M0.02%-310,31913F-HR/ATimelineGroup
Financial Partners Group, Inc218,500$13.6M1.57%-9,71613F-HRTimeline
Advisory Services Network, LLC225,645$13.6M0.19%+2,67213F-HRTimeline
Plan Group Financial, LLC223,893$13.5M3.5%+14113F-HRTimeline
Madrona Financial Services, LLC223,104$13.4M2.87%+2,39213F-HRTimeline
Sylvest Advisors, LLC219,078$13.2M7.03%-48,77413F-HRTimeline
CORA CAPITAL ADVISORS LLC216,427$13M5.07%+91813F-HRTimeline
Longview Financial Advisors, Inc.214,835$12.9M8.78%+78313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC214,752$12.9M<0.01%+98,43413F-HR/ATimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…212,241$12.8M0.02%new13F-HRTimelineGroup
Benchmark Financial Wealth Advisors, LLC211,359$12.7M3.65%-21,35913F-HRTimeline
WealthPlan Investment Management, LLC208,408$12.5M0.8%-14,66713F-HRTimeline
Copley Financial Group, Inc.206,366$12.4M7.68%+17,57213F-HRTimeline
GEN Financial Management, INC.202,860$12.3M7.71%+3,67813F-HRTimeline
Csenge Advisory Group203,322$12.2M0.55%-20,61913F-HRTimeline
Global Retirement Partners, LLC202,231$12.2M0.22%+3,14413F-HRTimeline
COZAD ASSET MANAGEMENT INC200,712$12.1M0.94%-9,24113F-HRTimeline
Ballast, Inc.200,343$12.1M2.82%-130,46813F-HRTimeline
Sanchez Wealth Management Group198,676$12M2.56%-195,93313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO196,813$11.8M<0.01%-18,83913F-HRTimelineGroup
XML Financial, LLC194,250$11.7M0.95%-1,32013F-HRTimeline
Arkadios Wealth Advisors192,178$11.6M0.23%-12,92313F-HRTimeline
Owen LaRue, LLC184,473$11.1M4.22%-5,53813F-HRTimeline
Burns Matteson Capital Management, LLC182,595$11M4.41%-6,96013F-HRTimeline
Fermata Advisors, LLC181,154$10.9M2.62%+1,21213F-HRTimeline
Perennial Investment Advisors, LLC179,657$10.8M0.85%-4,98713F-HRTimeline
Accordant Advisory Group Inc178,789$10.8M7.42%+15,14913F-HRTimeline
Argo Wealth Advisory, LLC178,690$10.8M6.43%13F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…178,166$10.7M3.35%-6,79313F-HRTimeline
MONECO ADVISORS, LLC176,448$10.6M0.84%-45,76913F-HRTimeline
Gotham Asset Management, LLC176,153$10.6M0.04%+15,70313F-HRTimeline
Prospera Financial Services Inc174,506$10.5M0.17%-156,26013F-HRTimeline
Tamar Securities, LLC172,194$10.4M1.1%+10,71913F-HRTimeline
Strategic Blueprint, LLC168,897$10.2M0.6%+15,54813F-HRTimeline
Lighthouse Wealth Management Inc.167,044$10.1M6.87%-50013F-HRTimeline
Onyx Bridge Wealth Group LLC165,780$9.99M1.06%-14,09613F-HRTimeline
PTM WEALTH MANAGEMENT, LLC159,574$9.72M5.49%+4,88613F-HRTimeline
Mainsail Financial Group, LLC160,926$9.68M4.03%+11,97513F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC151,347$9.67M1.38%-4,86313F-HRTimeline
DAVENPORT & Co LLC160,404$9.65M0.05%-13,14013F-HRTimeline
VestGen Advisors, LLC159,991$9.63M0.41%-73913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC156,784$9.43M0.08%+6,12113F-HRTimelineGroup
World Investment Advisors156,617$9.42M0.15%-87,52313F-HR/ATimeline
BCS Wealth Management154,092$9.27M0.94%+80,59913F-HRTimeline
Wood Tarver Financial Group, LLC152,262$9.16M2.57%+4,21513F-HRTimeline
Merit Financial Group, LLC147,459$8.87M0.07%+53,73413F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…146,634$8.82M0.22%-40,10413F-HRTimelineGroup
Ted Buchan & Co144,845$8.72M3.2%+6,01513F-HRTimeline
Parcion Private Wealth LLC141,454$8.51M0.52%+4,75013F-HRTimeline
BLAIR WILLIAM & CO/IL139,499$8.39M0.02%-8,38113F-HRTimeline
Kingsview Wealth Management, LLC138,555$8.34M0.12%+44,98413F-HRTimeline
Guilbault Capital LLC137,524$8.27M9.26%13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC136,820$8.23M0.01%-34,93813F-HRTimelineGroup
Procyon Advisors, LLC133,991$8.06M0.4%-9,71113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.131,242$8.01M0.35%-19,05513F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC132,869$7.99M0.12%-23,87713F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.132,140$7.95M0.36%+10,00713F-HRTimeline
Prota Financial, LLC129,731$7.81M5.62%13F-HRTimeline
Endowment Wealth Management, Inc.128,893$7.76M3.56%+52,89813F-HRTimeline
CALTON & ASSOCIATES, INC.127,981$7.7M1.13%+3,85113F-HRTimeline
IFP Advisors, Inc125,419$7.55M0.17%-8,33913F-HRTimeline
Oxford Wealth Group, LLC125,341$7.54M3.67%13F-HRTimeline
Kraft, Davis & Associates, LLC118,412$7.33M1.64%+3,43713F-HRTimeline
Clear Creek Financial Management, LLC120,682$7.26M0.59%-9,87713F-HRTimeline
Chicago Partners Investment Group LLC115,661$7.18M0.18%-7,38313F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…118,734$7.14M0.29%+15,18713F-HR/ATimeline
Modus Advisors, LLC118,178$7.11M1.88%-3,24213F-HRTimeline
Atlas Wealth LLC117,569$7.07M2.15%+32,52413F-HRTimeline
Team Financial Group, LLC117,239$7.05M3.2%-5,54813F-HRTimeline
Clarus Wealth Advisors113,903$7.05M2.92%+22113F-HRTimeline
RVW Wealth, LLC116,516$7.01M0.54%-3,24813F-HRTimeline
Summit Financial, LLC114,961$6.99M0.1%+22,10013F-HRTimeline
Fearless Solutions, LLC dba Best Invest116,010$6.98M4.23%+8413F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT115,639$6.96M0.44%-3,28313F-HRTimeline
Kovack Advisors, Inc.114,865$6.91M0.33%+111,10113F-HR/ATimeline
PFG Advisors114,564$6.89M0.33%-130,90113F-HRTimeline
Moors & Cabot, Inc.112,583$6.77M0.29%-1,98013F-HRTimeline
WealthPLAN Partners, LLC112,037$6.74M1.01%-76,53313F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.111,529$6.71M0.05%+5,13713F-HRTimelineGroup
AMERICAN FINANCIAL & TAX STRATEGIES INC111,507$6.71M3.34%+2,82913F-HRTimeline
Retirement Planning Group, LLC110,954$6.68M0.22%-3,85013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC110,332$6.67M0.03%+100,30913F-HRTimelineGroup
Americana Partners, LLC109,266$6.57M0.18%+92913F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…109,184$6.57M0.02%-16,89713F-HRTimelineGroup
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…108,208$6.51M1.34%+84513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC107,252$6.45M0.07%+2,26613F-HRTimelineGroup
Prosperity Consulting Group, LLC106,751$6.42M0.29%-17,40913F-HRTimeline
Tempo Wealth, LLC105,769$6.36M1.13%13F-HRTimeline
CATHY PARETO & ASSOCIATES, INC103,956$6.26M4.34%-19,96713F-HRTimeline
Intrua Financial, LLC102,568$6.17M0.68%+3,77213F-HRTimeline
SCS Capital Management LLC100,628$6.12M0.06%-5,13213F-HRTimeline
Granby Capital Management, LLCin group Granby Capital Management, LLC100,000$6.02M3.21%013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC99,654$6M<0.01%-6,76713F-HRTimelineGroup
Tandem Investment Partners LLC97,394$5.86M4.94%-31213F-HRTimeline
Anson Capital, Inc.96,571$5.81M4.23%-7,67013F-HRTimeline
Fiduciary Alliance LLC96,188$5.79M0.38%+17,14213F-HRTimeline
UNIQUE WEALTH, LLC94,796$5.7M0.8%-9,73513F-HRTimeline
First Heartland Consultants, Inc.93,594$5.63M0.43%+2,34813F-HRTimeline
Winter & Associates, Inc.93,452$5.62M5.2%13F-HRTimeline
Waverly Advisors, LLC92,890$5.59M0.05%-4,62113F-HRTimeline
TABLEAUX LLC78,069$5.43M3.85%-101,67113F-HR/ATimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV89,534$5.39M0.28%+9,95213F-HRTimeline
Aspire Capital Advisors LLC88,828$5.34M1.26%+33713F-HRTimeline
NORTHBRIDGE FINANCIAL GROUP, LLC88,785$5.34M2.4%13F-HRTimeline