Skip to content
Disclosery

COWZ PACER FDS TR

Follow

US CASH COWS 100 (fund)

872 managers (883 13F filers) reported a position in COWZ shares at 2026-03-31, 193,113,380 shares in all. 84 filers opened a position and 55 filers sold out during the quarter.

Managers
872
13F filers
883
New
84
Added
345
Reduced
339
Sold out
55
Shares held by filers
193,113,380

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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/36,325,339$2.27B0.17%-2,334,03713F-HRTimelineGroup
LPL Financial LLC18,606,409$1.16B0.31%-102,12413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY14,637,220$916M0.06%-675,53013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC8,171,215$511M0.16%-675,00413F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…7,643,470$478M0.29%-335,28613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN6,513,020$407M0.08%-503,47413F-HR/ATimelineGroup
Cetera Investment Advisers5,612,900$351M0.37%-145,60113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,891,710$306M+1,609,642Timeline
UBS Group AGgroup of 2 filers holding4,420,570$277M-352,386Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,704,931$232M0.34%-278,83813F-HRTimelineGroup
Cambridge Investment Research Advisors,…3,154,181$197M0.51%-104,65113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,063,031$192M0.04%-398,14513F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC3,029,150$190M0.26%-289,51113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding2,178,925$136M+29,611Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,147,267$134M0.03%-593,83313F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,850,770$114M0.05%+225,08413F-HRTimelineGroup
Sequoia Financial Advisors, LLC1,824,648$114M0.64%+23,48713F-HRTimeline
HighTower Advisors, LLC1,726,111$108M0.11%+41,14413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,401,928$87.7M0.08%+7,60413F-HRTimelineGroup
MML INVESTORS SERVICES, LLC1,372,593$85.9M0.24%-325,28013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.994,456$62.2M0.1%-48,52313F-HRTimelineGroup
Capital Asset Advisory Services LLC950,031$60M2.3%-25,81313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…877,389$54.9M0.1%+50,40613F-HRTimelineGroup
Evensky & Katz LLC838,488$52.5M2.98%+17,77513F-HRTimeline
Provident Wealth Management, LLC817,861$51.2M15.48%-1,85313F-HRTimeline
Orion Porfolio Solutions, LLC795,303$49.8M0.42%-7,51113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…785,815$49.1M0.11%-615,63013F-HRTimeline
Janney Montgomery Scott LLC783,476$49M0.12%-20,27213F-HRTimeline
Aprio Wealth Management, LLC717,184$44.9M2.45%+13,12613F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding713,557$44.7M-16,214Timeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP704,939$44.1M0.06%-2413F-HRTimelineGroup
D.A. DAVIDSON & CO.678,870$42.5M0.26%+1,96813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC647,872$40.5M0.01%+433,12013F-HRTimelineGroup
AlphaCore Capital LLC640,968$40.1M0.95%-6,93213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC623,967$39M0.02%-84,72013F-HRTimelineGroup
Steward Partners Investment Advisory, L…614,789$38.5M0.2%+9,13013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …587,049$36.7M0.71%+18,78713F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.591,690$35.6M0.23%+44,27313F-HRTimelineGroup
SFMG, LLC566,250$35.4M2.43%-384,11713F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…562,577$35.2M0.22%+2,85713F-HRTimelineGroup
Private Advisor Group, LLC546,695$34.2M0.16%-9,46813F-HRTimeline
NewEdge Advisors, LLC533,809$33.4M0.12%+26,52113F-HR/ATimeline
Clark Capital Management Group, Inc.518,889$32.5M0.2%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…518,469$32.4M0.99%+21,36713F-HR/ATimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…492,878$30.8M0.56%+7,11813F-HRTimelineGroup
Modern Wealth Management, LLC490,944$30.6M0.53%-167,17413F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …488,771$30.6M0.23%+19,28113F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.486,043$30.4M0.47%+98,48013F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding482,105$30.2M+82,380Timeline
MAI Capital Management480,021$30M0.17%+1,54713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS469,115$29.3M0.05%-25,55813F-HRTimeline
Mariner, LLCin group Mariner, LLC454,459$28.4M0.03%-148,33913F-HRTimelineGroup
Certified Advisory Corp452,564$28.3M2.54%-34,23413F-HRTimeline
Paragon Capital Management Ltd423,940$26.5M5.57%+54013F-HRTimeline
Wilmington Savings Fund Society, FSB412,637$25.8M0.62%-54,99913F-HRTimeline
Presidio Capital Management, LLC412,612$25.8M7.5%+10,22313F-HRTimeline
Foster Victor Wealth Advisors, LLC409,058$25.4M1.45%+13,57913F-HRTimeline
MATAURO, LLC402,836$25.2M3.64%+29,59113F-HRTimeline
Wiser Wealth Management, Inc388,027$24.3M5.23%+11,95813F-HRTimeline
Decker Wealth Management LLC367,352$23M5.22%-18,52813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV366,642$22.9M0.03%-531,48113F-HRTimeline
Ausdal Financial Partners, Inc.358,291$22.4M1%+5,97213F-HRTimeline
Drucker Wealth 3.0, LLC358,283$22.4M3.91%-91313F-HRTimeline
IHT Wealth Management, LLC353,082$22.1M0.51%-4,26013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC349,193$21.8M0.49%-20,74213F-HR/ATimeline
THOROUGHBRED FINANCIAL SERVICES, LLC333,726$20.9M1.25%-1,74713F-HRTimeline
CWM, LLCin group CWM, LLC322,904$20.2M0.05%-36713F-HRTimelineGroup
J.W. COLE ADVISORS, INC.318,908$20M0.67%-30,21413F-HRTimeline
Wealth Group Ltd311,724$19.5M4.44%-2,40113F-HRTimeline
Financial Security Advisor, Inc.304,835$19.1M3.5%+55,18713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…303,295$19M0.21%+27,95613F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …300,345$18.8M0.23%+4,43213F-HRTimelineGroup
Sanctuary Advisors, LLC299,346$18.7M0.1%-20,70113F-HRTimeline
Inlight Wealth Management, LLC286,992$18M6.65%+29,34913F-HRTimeline
&PARTNERS284,856$17.8M0.09%-102,24013F-HRTimeline
Pacer Advisors, Inc.282,298$17.7M0.05%-5,41613F-HR/ATimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC282,202$17.7M0.26%+149,33313F-HRTimelineGroup
PSI Advisors, LLC278,817$17.4M4.18%+6,97413F-HRTimeline
Clay Northam Wealth Management, LLC276,881$17.3M9.73%+3,40513F-HRTimeline
HBW ADVISORY SERVICES LLC267,761$16.8M1.77%-46,83413F-HRTimeline
Intelligence Driven Advisers, LLC265,519$16.6M2.9%-80,84613F-HRTimeline
GLR Partners, LLC264,069$16.5M9.01%13F-HRTimeline
Compound Planning, Inc.256,749$16.1M0.5%-33,48113F-HRTimeline
Cyr Financial Inc.254,245$15.9M9.36%+14,14913F-HRTimeline
Madrona Financial Services, LLC254,064$15.9M3.48%+30,96013F-HRTimeline
MGO ONE SEVEN LLC250,716$15.7M0.32%+4,63513F-HRTimeline
Advisory Alpha, LLC250,349$15.7M0.43%+5,32513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV249,465$15.6M0.95%+7,43513F-HRTimeline
Geneos Wealth Management Inc.249,363$15.6M0.36%-22,21513F-HRTimeline
VERUS CAPITAL PARTNERS, LLC243,628$15.2M1.05%+2,66613F-HRTimeline
Independent Advisor Alliance242,136$15.1M0.16%new13F-HRTimeline
Sigma Planning Corp236,308$14.8M0.41%-14,31313F-HRTimeline
Plan Group Financial, LLC229,452$14.4M3.37%+5,55913F-HRTimeline
Longview Financial Advisors, Inc.223,134$14M8.53%+8,29913F-HRTimeline
Advisory Services Network, LLC222,835$13.9M0.19%-2,81013F-HRTimeline
Sylvest Advisors, LLC220,764$13.8M7.34%+1,68613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…219,831$13.8M0.03%+7,59013F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…218,891$13.7M0.45%-18,80713F-HRTimelineGroup
Copley Financial Group, Inc.214,943$13.4M8.11%+8,57713F-HRTimeline
Financial Partners Group, Inc214,099$13.4M1.6%-4,40113F-HRTimeline
Arkadios Wealth Advisors211,410$13.2M0.22%+19,23213F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…211,156$13.2M0.02%+101,97213F-HRTimelineGroup
Marble Wealth, LLC208,564$13M2.28%-133,96613F-HRTimeline
COZAD ASSET MANAGEMENT INC204,630$12.8M1.01%+3,91813F-HRTimeline
Bryn Mawr Trust Advisors, LLC203,645$12.7M0.62%-31,90013F-HRTimeline
XML Financial, LLC202,328$12.7M1.02%+8,07813F-HRTimeline
Sanchez Wealth Management Group202,026$12.6M2.73%+3,35013F-HRTimeline
GEN Financial Management, INC.201,184$12.6M7.79%-1,67613F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS200,005$12.5M0.01%-199,99513F-HRTimelineGroup
Ballast, Inc.198,841$12.4M2.88%-1,50213F-HRTimeline
Benchmark Financial Wealth Advisors, LLC193,073$12.1M3.34%-18,28613F-HRTimeline
Navigation Group, LLC190,159$11.9M2.78%13F-HRTimeline
Csenge Advisory Group186,058$11.6M0.53%-17,26413F-HRTimeline
Argo Wealth Advisory, LLC185,601$11.6M6.81%+6,91113F-HRTimeline
Fermata Advisors, LLC185,303$11.6M2.61%+4,14913F-HRTimeline
Tamar Securities, LLC184,342$11.5M1.24%+12,14813F-HRTimeline
Owen LaRue, LLC183,087$11.5M4.4%-1,38613F-HRTimeline
Perennial Investment Advisors, LLC182,459$11.4M0.91%+2,80213F-HRTimeline
Gotham Asset Management, LLC181,313$11.3M0.03%+5,16013F-HRTimeline
Prospera Financial Services Inc178,936$11.2M0.18%+4,43013F-HRTimeline
Fortune Financial Group, Inc.176,278$11M9.93%+92,17313F-HRTimeline
Burns Matteson Capital Management, LLC176,260$11M4.3%-6,33513F-HRTimeline
Accordant Advisory Group Inc175,495$11M6.8%-3,29413F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…173,191$10.8M3.45%-4,97513F-HRTimeline
DAVENPORT & Co LLC170,822$10.7M0.06%+10,41813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC170,421$10.7M0.08%+13,63713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO172,140$10.7M<0.01%-24,67313F-HR/ATimelineGroup
Lighthouse Wealth Management Inc.168,264$10.5M7.15%+1,22013F-HRTimeline
Strategic Blueprint, LLC167,155$10.5M0.61%-1,74213F-HRTimeline
PTM WEALTH MANAGEMENT, LLC164,135$10.3M5.44%+4,56113F-HRTimeline
World Investment Advisors163,306$10.2M0.16%+6,68913F-HRTimeline
Mainsail Financial Group, LLC162,760$10.2M4.24%+1,83413F-HRTimeline
Wood Tarver Financial Group, LLC161,116$10.1M2.79%+8,85413F-HRTimeline
HUB Investment Partners, LLC160,984$10.1M0.25%+155,81113F-HRTimeline
Altus Wealth Group LLC160,777$10.1M4.12%-85,57913F-HRTimeline
CORA CAPITAL ADVISORS LLC160,735$10.1M3.33%-55,69213F-HRTimeline
Kingsview Wealth Management, LLC159,185$9.96M0.14%+20,63013F-HRTimeline
Merit Financial Group, LLC155,595$9.73M0.07%+8,13613F-HRTimeline
Qube Research & Technologies Ltd154,127$9.64M0.01%-119,88513F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC151,159$9.46M1.4%-18813F-HRTimeline
Onyx Bridge Wealth Group LLC147,347$9.22M0.99%-18,43313F-HRTimeline
Parcion Private Wealth LLC147,321$9.22M0.57%+5,86713F-HRTimeline
BLAIR WILLIAM & CO/IL144,224$9.02M0.03%+4,72513F-HRTimeline
Ted Buchan & Co143,904$9M3.27%-94113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC140,990$8.82M0.09%+33,73813F-HRTimelineGroup
Guilbault Capital LLC139,857$8.75M9.59%+2,33313F-HRTimeline
VestGen Advisors, LLC137,796$8.69M0.24%-22,19513F-HRTimeline
Fiduciary Alliance LLC139,399$8.67M0.52%+43,21113F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…137,899$8.63M0.36%+19,16513F-HRTimeline
Endowment Wealth Management, Inc.136,155$8.52M3.77%+7,26213F-HRTimeline
MONECO ADVISORS, LLC135,874$8.5M0.66%-40,57413F-HRTimeline
CENTAURUS FINANCIAL, INC.134,881$8.44M0.4%+2,74113F-HRTimeline
Prota Financial, LLC134,617$8.42M6.1%+4,88613F-HRTimeline
Procyon Advisors, LLC126,265$7.9M0.39%-7,72613F-HRTimeline
Ethos Financial Group, LLC124,969$7.81M0.57%+119,90213F-HRTimeline
IFP Advisors, Inc120,320$7.53M0.16%-5,09913F-HRTimeline
Retirement Planning Group, LLC119,239$7.46M0.23%+8,28513F-HRTimeline
Clear Creek Financial Management, LLC118,848$7.44M0.57%-1,83413F-HRTimeline
Oxford Wealth Group, LLC118,407$7.41M4.05%-6,93413F-HRTimeline
Atlas Wealth LLC117,412$7.35M2.2%-15713F-HR/ATimeline
Proactive Wealth Strategies LLC117,042$7.32M1.38%+58,48613F-HRTimeline
WealthPlan Investment Management, LLC116,749$7.3M0.41%-91,65913F-HRTimeline
Modus Advisors, LLC114,802$7.18M1.98%-3,37613F-HRTimeline
Fearless Solutions, LLC dba Best Invest113,758$7.12M4.29%-2,25213F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…111,761$6.99M1.45%+3,55313F-HRTimeline
Clarus Wealth Advisors111,862$6.97M2.97%-2,04113F-HRTimeline
FLOW TRADERS U.S. LLC111,378$6.97M0.22%+101,25613F-HRTimeline
CALTON & ASSOCIATES, INC.111,340$6.97M1%-16,64113F-HRTimeline
Summit Financial, LLC110,451$6.91M0.09%-4,51013F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC110,060$6.89M3.35%-1,44713F-HRTimeline
Americana Partners, LLC109,780$6.87M0.18%+51413F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…108,369$6.78M0.17%-38,26513F-HRTimelineGroup
Intrua Financial, LLC108,262$6.77M0.72%+5,69413F-HRTimeline
Moors & Cabot, Inc.108,228$6.77M0.29%-4,35513F-HRTimeline
MONEY CONCEPTS CAPITAL CORP107,659$6.74M0.37%+72,45513F-HRTimeline
Team Financial Group, LLC106,652$6.67M3.03%-10,58713F-HRTimeline
Tempo Wealth, LLC105,135$6.58M1.15%-63413F-HRTimeline
NWAM LLC104,639$6.55M0.38%+35,58513F-HRTimeline
Prosperity Consulting Group, LLC104,487$6.54M0.29%-2,26413F-HRTimeline
First Heartland Consultants, Inc.104,171$6.52M0.5%+10,57713F-HRTimeline
Winter & Associates, Inc.104,075$6.51M5.7%+10,62313F-HRTimeline
Chicago Partners Investment Group LLC103,375$6.51M0.15%-12,28613F-HRTimeline
Anson Capital, Inc.103,964$6.5M4.45%+7,39313F-HRTimeline
RVW Wealth, LLC103,405$6.47M0.5%-13,11113F-HRTimeline
TABLEAUX LLC101,968$6.38M3.09%+23,89913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP120,753$6.38M0.01%-114,54813F-HRTimelineGroup
PFG Advisors101,547$6.35M0.31%-13,01713F-HRTimeline
U.S. Capital Wealth Advisors, LLC101,453$6.35M0.16%+41,49413F-HRTimeline
Granby Capital Management, LLCin group Granby Capital Management, LLC100,000$6.26M3.59%013F-HRTimelineGroup
Kovack Advisors, Inc.98,809$6.18M0.33%-16,05613F-HRTimeline
CATHY PARETO & ASSOCIATES, INC97,984$6.13M4.11%-5,97213F-HRTimeline
Tandem Investment Partners LLC96,965$6.07M5.14%-42913F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC93,653$5.86M0.04%+8,76613F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.93,306$5.84M0.07%-18,22313F-HRTimelineGroup
WealthPLAN Partners, LLC93,204$5.83M1.13%-18,83313F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV92,942$5.81M0.3%+3,40813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC91,234$5.71M0.01%-45,58613F-HRTimelineGroup
TRUSTMARK BANK TRUST DEPARTMENT91,202$5.71M0.37%-24,43713F-HRTimeline
Cerro Pacific Wealth Advisors LLC89,592$5.6M1.47%+3,98913F-HRTimeline
NORTHBRIDGE FINANCIAL GROUP, LLC89,208$5.54M2.38%+42313F-HRTimeline