Pacer US Cash Cows 100 ETFCOWZETF

13F holders, Q1 2024 (March 31)
725holders
5famous investors
$58.07avg. 13F price*

At the end of Q1 2024, 725 institutions reported holding Pacer US Cash Cows 100 ETF (COWZ) in their 13F filings. The largest holders were Bank of America Corp. ($3.6B), Morgan Stanley ($1.5B) and LPL Financial LLC ($955.9M). 5 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
Pacer US Cash Cows 100 ETF
Filed as
PACER FDS TR (Q1 2024)
CUSIP
69374H881
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 725Q1 2024Q2 2024: 757Q2 2024Q3 2024: 759Q3 2024Q4 2024: 855Q4 2024Q1 2025: 836Q1 2025Q2 2025: 803Q2 2025Q3 2025: 792Q3 2025Q4 2025: 848Q4 2025Q1 2026: 883Q1 2026Q2 2026: 864Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions88$259.1M
Exits41$71.9M

Ownership 725 holders

Bank of America Corp. 0.35% Reduce -2.9% 61,168,092 $3.6B
Morgan Stanley 0.12% Add +10.0% 25,007,095 $1.5B
LPL Financial LLC 0.51% Add +9.4% 16,450,178 $955.9M
Northwestern Mutual Wealth Management Co. 0.80% Add +9.7% 13,353,957 $776.0M
Wells Fargo & Company 0.16% Add +8.3% 10,289,270 $597.9M
Osaic Holdings, Inc. 1.16% Reduce -2.6% 8,969,703 $521.2M
UBS Group AG 0.15% Add +20.8% 7,660,051 $445.1M
Ameriprise Financial Inc. 0.11% Add +17.8% 6,889,777 $400.6M
Raymond James Financial Services Advisors, Inc. 0.56% Add +10.5% 6,473,945 $376.2M
Raymond James & Associates 0.25% Add +21.1% 6,383,907 $371.0M
Royal Bank of Canada 0.07% Add +30.4% 5,283,148 $307.0M
Envestnet Asset Management Inc. 0.11% Add +31.3% 5,122,679 $297.7M
Commonwealth Equity Services, LLC 0.42% Add +21.7% 4,324,179 $251.3M
Cambridge Investment Research Advisors, Inc. 0.89% Add +10.9% 3,996,617 $232.2M
Cetera Investment Advisers 0.53% Add +421.9% 3,868,681 $224.8M
Annex Advisory Services, LLC 5.08% Add +0.7% 2,462,464 $143.1M
MML Investors Services, LLC 0.44% Add +35.3% 1,817,279 $105.6M
HighTower Advisors, LLC 0.15% Add +10.3% 1,612,301 $93.7M
Stifel Financial Corp. 0.11% Add +13.9% 1,602,580 $93.1M
Carlson Capital Management 4.37% Reduce -18.1% 1,592,758 $92.6M
Wealth Enhancement Advisory Services, LLC 0.23% Add +6.8% 1,519,653 $88.3M
Janney Montgomery Scott LLC 0.26% Add +5.4% 1,516,770 $88.1M
Kestra Advisory Services, LLC 0.59% Add +28.9% 1,511,012 $87.8M
Avantax Advisory Services, Inc. 0.61% Add +63.5% 1,184,871 $68.9M
Requisite Capital Management, LLC 14.60% Add +6.5% 1,152,769 $67.0M
Capital Asset Advisory Services LLC 3.55% Add +1.3% 1,071,877 $62.0M
Axxcess Wealth Management, LLC 1.74% Reduce -20.4% 1,055,341 $61.3M
Rockefeller Capital Management L.P. 0.17% Add +78.8% 1,030,445 $59.9M
Baird Financial Group, Inc. 0.12% Add +6.7% 1,000,333 $58.1M
Orion Porfolio Solutions, LLC 0.61% Add +9.3% 983,742 $57.2M
Orion Portfolio Solutions, LLC 0.61% Add +9.3% 983,742 $57.2M
Traphagen Investment Advisors LLC 5.88% Add +4.8% 949,295 $55.2M
Mariner, LLC 0.11% Add +4.9% 876,811 $51.0M
Intelligence Driven Advisers, LLC 7.50% Reduce -6.6% 873,735 $50.8M
Equitable Holdings, Inc. 0.55% Add +10.5% 846,751 $49.2M
Sfmg, LLC 4.13% Add +0.7% 825,499 $48.0M
Northeast Financial Consultants Inc 2.35% Add +7.1% 822,536 $47.8M
Private Advisor Group, LLC 0.34% Add +4.0% 816,368 $47.4M
Steward Partners Investment Advisory, LLC 0.52% Add +22.3% 812,055 $47.2M
Focus Partners Wealth 0.38% New 866,726 $47.0M
RVW Wealth, LLC 4.56% Add +6.0% 764,213 $44.4M
O'Brien Wealth Partners LLC 10.10% Add +0.3% 751,340 $43.7M
Atria Wealth Solutions, Inc. 0.48% Add +10.7% 738,501 $42.9M
Corient Private Wealth LP 0.07% Add +22.6% 709,750 $41.2M
Evensky & Katz LLC 2.87% Add +4.5% 699,261 $40.6M
Edge Capital Group, LLC 1.96% Reduce -0.6% 677,162 $39.3M
JPMorgan Chase & Co. 0.00% Add +1.8% 671,938 $39.0M
Oppenheimer & Co. Inc. 0.65% Add +11.6% 671,920 $39.0M
Great Valley Advisor Group, Inc. 1.13% Reduce -20.2% 641,031 $37.2M
Citigroup Inc. 0.04% Add +23.9% 620,224 $36.0M
Sigma Planning Corp 1.10% Add +138.8% 602,313 $35.0M
Provident Wealth Management, LLC 12.66% Add +1.4% 581,972 $33.8M
Venture Visionary Partners LLC 1.58% Add +8.8% 571,178 $33.2M
Wilmington Savings Fund Society, FSB 1.22% — 545,441 $31.7M
Unique Wealth, LLC 8.82% Add +3.7% 537,666 $31.2M
Lee Financial Group Hawaii, Inc. 24.11% Add +0.4% 530,359 $30.8M
Foundations Investment Advisors, LLC 0.80% Add +13.5% 524,820 $30.5M
Hollencrest Capital Management 1.39% Add +7.5% 522,824 $30.4M
Clark Capital Management Group, Inc. 0.23% New 521,935 $30.3M
PFG Advisors 2.17% Add +33.2% 511,984 $29.8M
Elevation Point Wealth Partners, LLC 2.22% New 498,483 $29.0M
Brio Consultants, LLC 4.79% Reduce -5.3% 489,314 $28.4M
Wealthcare Advisory Partners LLC 0.93% Add +0.7% 486,693 $28.3M
Goldstein Advisors, LLC 4.77% Add +12.7% 480,763 $27.9M
Affinity Wealth Management LLC 5.00% Add +0.8% 464,621 $27.0M
Wiser Wealth Management, Inc 8.84% Add +3.8% 463,529 $26.9M
WR Wealth Planners, LLC 8.19% Add +6.7% 453,039 $26.3M
Onyx Bridge Wealth Group LLC 4.62% Add +15.2% 465,682 $25.9M
Modern Wealth Management, LLC 2.36% Add +7.5% 438,042 $25.5M
Grant Street Asset Management, Inc. 8.25% Add +2.3% 436,862 $25.4M
Cooper Financial Group 4.14% Add +5.7% 433,158 $25.2M
D.A. Davidson & Co. 0.22% Add +35.7% 426,880 $24.8M
Paragon Capital Management Ltd 4.38% Add +6.9% 421,418 $24.5M
ODonnell Financial Services, LLC 11.18% Reduce -33.5% 420,146 $24.4M
Certified Advisory Corp 3.38% Add +8.1% 415,980 $24.2M
MAI Capital Management 0.25% Add +6.9% 409,711 $23.8M
Wealth Group Ltd 7.20% Add +4.1% 419,403 $23.4M
Sage Advisory Services, Ltd.Co. 6.34% Add +30.9% 399,759 $23.2M
IAM Advisory, LLC 6.22% Add +6.6% 390,982 $22.7M
Independent Financial Group, LLC 1.03% Add +31.8% 385,553 $22.4M
Smith, Moore & Co. 2.33% Reduce -1.0% 376,082 $21.9M
CMC Financial Group 30.57% Add +17.7% 372,947 $21.7M
Mgo One Seven LLC 1.13% Add +11.0% 372,626 $21.7M
Comerica Bank 0.09% Add +22.1% 372,592 $21.7M
Captrust Financial Advisors 0.08% Add +4.4% 372,493 $21.6M
Mercer Global Advisors Inc. 0.06% Add +157.5% 371,124 $21.6M
Foster Victor Wealth Advisors, LLC 1.96% Reduce -0.7% 377,708 $21.5M
Thoroughbred Financial Services, LLC 2.06% Reduce -3.9% 369,189 $21.5M
Procyon Advisors, LLC 1.66% Add +10.8% 368,107 $21.4M
49 Wealth Management, LLC 4.52% Add +13.3% 363,119 $21.1M
Truist Financial Corp. 0.03% Add +23.6% 360,291 $20.9M
Aprio Wealth Management, LLC 4.07% Add +3.0% 357,798 $20.8M
Pacer Advisors, Inc. 0.05% Add +12.4% 352,530 $20.5M
Kestra Private Wealth Services, LLC 0.46% Add +37.6% 349,625 $20.3M
Bank of New York Mellon Corp 0.00% Add +34.4% 344,780 $20.0M
Sepio Capital, LP 1.72% Reduce -8.9% 344,377 $20.0M
Teamwork Financial Advisors, LLC 3.01% Add +45.1% 336,152 $19.5M
Jane Street Group, LLC 0.03% Add +174.7% 332,257 $19.3M
Cora Capital Advisors LLC 9.98% Add +4.4% 321,665 $18.7M
WealthPLAN Partners, LLC 1.93% Reduce -24.8% 320,442 $18.6M

"% of holder's portfolio" is COWZ's weight in each manager's 13F, not the share of Pacer US Cash Cows 100 ETF the manager owns.

Show all 725 holders