★
Trade Filings
Managers Stocks Filings Superinvestors
Signals Institutional Buying Institutional Selling Insider Activity 13D & 13G Watch Sector Rotation
Tools Stock Screener Manager Screener Compare Managers Consensus Baskets All Research Tools Data API
Learn & AI Learn Ask the Data AI Agents
News ★ Saved
About About us Methodology Contact Disclaimer
Reader
DATA PLANS

Historical data downloads: coming with accounts.

API GATEWAY

Free read-only JSON access to the site's cached data.

Dark mode

Guided View
New to markets (prices, yields, YTD, market cap)? We explain every term as you browse, in plain English. Same data, with the help built in.

Expert View
You already know the market. Just the data: clean, fast and compact, with no extra explanations. This is the default view.

Interface language
Security record · archived quarter

COWG

Pacer US Large Cap Cash Cows Growth Leaders ETF · Financial Services · Asset Management - Income

40.35 -0.7% mkt cap $2.36B quote delayed (FMP) · as of Oct 22 22:08 UTC · separate from filing data below

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
33Tracked holders
+1Δ holders
27.90MShares held
$939.82MReported value
+2New positions
−1Exits
Stable Conviction score 35/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +3.1% · share flow -8.8% · net new positions +3.0% · formula
Ownership fragmentation: more holders, smaller aggregate stake

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 1 0 240.40K $9.83M n/a −1
Q2 2026 35 +4 25.93M $1.04B +6 −3
Q1 2026 33 +1 27.90M $939.82M +2 −1
Q4 2025 32 -1 30.59M $1.08B n/a −1
Q3 2025 6 -1 2.79M $101.15M +1 −2
Q2 2025 4 +2 102.83K $3.61M +2 n/a
Q1 2025 1 0 39.38K $1.21M n/a n/a
Q4 2024 1 +1 205.04K $6.57M +1 n/a
Q2 2024 1 n/a 7.91K $214,729 n/a n/a
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Bank Of America Corp /De/ 6.27M -7.3% $211.55M 0.0% ▼ Trim 2 SEC ↗ ×2
2 LPL Financial LLC 5.18M -5.7% $174.83M 0.0% ▼ Trim 2 SEC ↗
3 Raymond James Financial Inc 2.23M -15.6% $75.10M 0.0% ▼ Trim 2 SEC ↗ ×2
4 Wells Fargo & Company/Mn 2.03M -19.9% $68.32M 0.0% ▼ Trim 2 SEC ↗ ×2
5 Envestnet Asset Management Inc 1.82M -2.4% $61.36M 0.0% ▼ Trim 2 SEC ↗
6 Jones Financial Companies Lllp 1.74M +2.0% $57.23M 0.0% ▲ Add 2 SEC ↗
7 Morgan Stanley ✦ 1.47M -5.3% $49.60M 0.0% ▼ Trim 3 SEC ↗ ×3
8 Cetera Investment Advisers 1.09M +4.3% $36.76M 0.0% ▲ Add 2 SEC ↗
9 Mml Investors Services, Llc 1.07M -6.6% $36.21M 0.1% ▼ Trim 2 SEC ↗
10 Osaic Holdings, Inc. 902.91K -9.9% $30.47M 0.0% ▼ Trim 2 SEC ↗ ×2
11 Royal Bank Of Canada 545.97K +21.0% $18.42M 0.0% ▲ Add 2 SEC ↗ ×3
12 Northwestern Mutual Wealth… 535.30K -21.4% $18.06M 0.0% ▼ Trim 2 SEC ↗
13 Truist Financial Corp 506.01K -5.9% $17.07M 0.0% ▼ Trim 2 SEC ↗
14 Commonwealth Equity Services, Llc 490.82K -22.0% $16.56M 0.0% ▼ Trim 2 SEC ↗
15 HighTower Advisors, LLC 431.18K +0.3% $14.55M 0.0% ▲ Add 2 SEC ↗
16 Rockefeller Capital Management L.P. 321.93K -45.9% $10.86M 0.0% ▼ Trim 2 SEC ↗ ×3
17 Goldman Sachs Group ✦ 290.10K +473.9% $9.79M 0.0% ▲ Add 3 SEC ↗
18 Wealth Enhancement Advisory… 225.39K -61.2% $7.66M 0.0% ▼ Trim 2 SEC ↗
19 Mariner, LLC 187.23K -34.3% $6.32M 0.0% ▼ Trim 2 SEC ↗
20 Baird Financial Group, Inc. 150.78K -16.9% $5.09M 0.0% ▼ Trim 2 SEC ↗
21 Stifel Financial Corp 149.53K -3.4% $5.05M 0.0% ▼ Trim 2 SEC ↗ ×2
22 JPMorgan Chase ✦ 101.32K +18.7% $3.32M 0.0% ▲ Add 3 SEC ↗ ×3
23 Gotham Asset Management ✦ 61.09K +19.6% $2.06M 0.0% ▲ Add 3 SEC ↗
24 Citadel Advisors ✦ 33.93K New $1.14M 0.0% New 1 SEC ↗
25 UBS Group AG 28.76K -31.9% $970,233 0.0% ▼ Trim 2 SEC ↗ ×2
26 Brown Advisory Inc 21.62K +0.7% $729,435 0.0% ▲ Add 2 SEC ↗
27 Hrt Financial Lp 6.12K New $206,000 0.0% New 1 SEC ↗
28 Susquehanna International Group, Llp 6.08K -86.5% $204,964 0.0% ▼ Trim 2 SEC ↗
29 Fifth Third Bancorp 3.99K +2561.3% $134,682 0.0% ▲ Add 2 SEC ↗
30 Fidelity (FMR) ✦ 2.65K +1.0% $89,477 0.0% ▲ Add 4 SEC ↗
31 Assetmark, Inc 1.74K +2.4% $58,571 0.0% ▲ Add 2 SEC ↗
32 Cwm, Llc 1.00K +9910.0% $33,774 0.0% ▲ Add 2 SEC ↗
33 Pnc Financial Services Group, Inc. 300 0.0% $10,122 0.0% Held 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

Citadel Advisors $1.14M 0.0%
Hrt Financial Lp $206,000 0.0%

Exited

Jane Street Group, Llc $978,415 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 234 holders, 41.79M shares, $1.36B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q1 2026 · Methodology · Get this via the API