Pacer US Cash Cows 100 ETFCOWZETF

13F holders, Q2 2024 (June 30)
757holders +32
73new positions
43sold out
5famous investors
$54.49avg. 13F price*

At the end of Q2 2024, 757 institutions reported holding Pacer US Cash Cows 100 ETF (COWZ) in their 13F filings, up 32 from Q1 2024. 73 opened new positions and 43 sold out. The largest holders were Bank of America Corp. ($3.5B), Morgan Stanley ($1.5B) and LPL Financial LLC ($1.0B). 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 (Q2 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 → Q2 2024

InstitutionsTotal Value
New Positions73$104.8M
Exits43$74.1M

All 13F filers, Q1 2024 → Q2 2024: 27,509,824 shares bought and 4,793,819 shares sold, net +22,716,005 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 757 holders

Bank of America Corp. 0.33% Add +4.0% 63,633,916 $3.5B
Morgan Stanley 0.12% Add +10.4% 27,599,530 $1.5B
LPL Financial LLC 0.51% Add +13.3% 18,634,558 $1.0B
Northwestern Mutual Wealth Management Co. 0.76% Add +6.1% 14,167,840 $772.0M
Wells Fargo & Company 0.16% Add +9.9% 11,308,999 $616.2M
Osaic Holdings, Inc. 1.13% Reduce -2.4% 8,759,115 $477.2M
Ameriprise Financial Inc. 0.13% Add +26.8% 8,732,917 $475.8M
UBS Group AG 0.14% Add +11.3% 8,526,693 $464.6M
Raymond James & Associates 0.24% Add +5.5% 6,732,234 $366.8M
Raymond James Financial Services Advisors, Inc. 0.52% Add +4.0% 6,731,230 $366.8M
Envestnet Asset Management Inc. 0.12% Add +25.0% 6,404,489 $349.0M
Royal Bank of Canada 0.07% Add +7.9% 5,699,803 $310.6M
Commonwealth Equity Services, LLC 0.42% Add +12.4% 4,860,894 $264.9M
Cambridge Investment Research Advisors, Inc. 0.88% Add +8.9% 4,353,982 $237.2M
Cetera Investment Advisers 0.55% Add +12.4% 4,347,535 $236.9M
Annex Advisory Services, LLC 4.74% Add +0.2% 2,467,920 $134.5M
MML Investors Services, LLC 0.46% Add +15.9% 2,106,121 $114.8M
Wealth Enhancement Advisory Services, LLC 0.23% Add +16.9% 1,776,432 $96.8M
HighTower Advisors, LLC 0.15% Add +7.3% 1,729,364 $94.2M
Kestra Advisory Services, LLC 0.52% Add +13.0% 1,707,469 $93.0M
Stifel Financial Corp. 0.10% Add +5.8% 1,695,050 $92.4M
Avantax Advisory Services, Inc. 0.65% Add +42.0% 1,682,473 $91.7M
Carlson Capital Management 4.20% Add +2.8% 1,637,390 $89.2M
Janney Montgomery Scott LLC 0.26% Add +2.4% 1,552,996 $84.6M
Requisite Capital Management, LLC 15.53% Add +8.5% 1,250,778 $68.5M
Baird Financial Group, Inc. 0.13% Add +14.2% 1,142,442 $62.3M
Sanctuary Advisors, LLC 0.45% — 1,114,829 $61.9M
Axxcess Wealth Management, LLC 1.62% Add +3.4% 1,091,029 $59.5M
Orion Porfolio Solutions, LLC 0.59% Add +4.3% 1,026,241 $55.9M
Orion Portfolio Solutions, LLC 0.59% Add +4.3% 1,026,241 $55.9M
Focus Partners Wealth 0.18% Add +13.8% 986,295 $53.7M
Rockefeller Capital Management L.P. 0.15% Reduce -5.8% 970,557 $52.9M
Traphagen Investment Advisors LLC 5.70% Add +1.5% 963,783 $52.5M
Truist Financial Corp. 0.07% Add +150.4% 902,091 $49.2M
Steward Partners Investment Advisory, LLC 0.52% Add +11.1% 901,870 $49.1M
Mariner, LLC 0.09% Add +1.4% 889,370 $48.5M
Equitable Holdings, Inc. 0.50% Add +3.4% 875,567 $47.7M
Private Advisor Group, LLC 0.32% Add +6.4% 868,550 $47.3M
Capital Asset Advisory Services LLC 2.53% Reduce -18.4% 875,062 $46.8M
Atria Wealth Solutions, Inc. 0.51% Add +14.9% 848,359 $46.3M
Sfmg, LLC 3.95% Add +1.1% 834,251 $45.5M
Northeast Financial Consultants Inc 2.08% Add +0.9% 830,353 $45.2M
Intelligence Driven Advisers, LLC 6.41% Reduce -5.0% 830,070 $45.2M
RVW Wealth, LLC 4.31% Add +3.8% 793,331 $43.2M
O'Brien Wealth Partners LLC 9.26% Add +0.6% 756,150 $41.2M
Corient Private Wealth LP 0.07% Add +4.0% 738,114 $39.4M
Evensky & Katz LLC 2.71% Add +2.3% 715,572 $39.0M
Citigroup Inc. 0.04% Add +15.2% 714,259 $38.9M
Oppenheimer & Co. Inc. 0.62% Add +6.0% 711,893 $38.8M
Foundations Investment Advisors, LLC 0.92% Add +32.9% 697,333 $38.0M
Edge Capital Group, LLC 1.73% Reduce -3.1% 656,435 $35.8M
Provident Wealth Management, LLC 13.04% Add +12.4% 654,432 $35.7M
Sigma Planning Corp 1.09% Add +5.3% 633,954 $34.5M
Wilmington Savings Fund Society, FSB 1.21% Add +6.4% 580,551 $31.6M
Wealthcare Advisory Partners LLC 0.94% Add +13.1% 550,647 $30.0M
Affinity Wealth Management LLC 5.44% Add +17.8% 547,235 $29.8M
Hollencrest Capital Management 1.27% Add +1.2% 529,238 $28.8M
Clark Capital Management Group, Inc. 0.21% Add +1.2% 528,368 $28.8M
Correct Capital Wealth Management 6.63% Add +79.1% 520,390 $28.4M
PFG Advisors 1.91% Add +1.5% 519,627 $28.3M
Elevation Point Wealth Partners, LLC 2.22% Add +3.3% 515,019 $28.1M
Cooper Financial Group 4.12% Add +18.7% 514,345 $28.0M
Unique Wealth, LLC 7.31% Reduce -4.7% 512,176 $27.9M
Kestra Private Wealth Services, LLC 0.54% Add +41.5% 494,772 $27.0M
Goldstein Advisors, LLC 4.50% Add +2.7% 493,668 $26.9M
Onyx Bridge Wealth Group LLC 4.40% Add +5.6% 491,844 $26.8M
Retirement Planning Group, LLC 1.68% New 486,012 $26.5M
Brio Consultants, LLC 4.36% Reduce -0.9% 485,012 $26.4M
D.A. Davidson & Co. 0.23% Add +13.5% 484,534 $26.4M
Sage Advisory Services, Ltd.Co. 7.34% Add +20.1% 479,945 $26.2M
Atria Investments, Inc 0.32% Add +216.3% 458,536 $25.0M
Certified Advisory Corp 3.14% Add +10.2% 458,413 $25.0M
Thoroughbred Financial Services, LLC 1.65% Add +22.8% 453,262 $24.7M
WR Wealth Planners, LLC 7.49% Reduce -0.5% 450,573 $24.6M
Comerica Bank 0.10% Add +20.9% 450,277 $24.5M
Grant Street Asset Management, Inc. 7.65% Add +2.5% 447,900 $24.4M
Modern Wealth Management, LLC 1.78% Add +1.1% 442,791 $24.1M
MAI Capital Management 0.23% Add +6.5% 436,341 $23.8M
Wealth Group Ltd 7.18% Add +4.0% 436,099 $23.8M
ODonnell Financial Services, LLC 10.48% Add +3.0% 432,852 $23.6M
Oxford Wealth Group, LLC 16.16% Add +50.5% 431,317 $23.5M
Paragon Capital Management Ltd 4.31% Add +2.1% 430,434 $23.5M
JPMorgan Chase & Co. 0.00% Reduce -36.1% 429,492 $23.4M
Wiser Wealth Management, Inc 7.24% Reduce -7.4% 429,170 $23.4M
Independent Financial Group, LLC 0.93% Add +10.8% 427,063 $23.3M
Great Valley Advisor Group, Inc. 0.65% Reduce -33.4% 426,726 $23.3M
49 Wealth Management, LLC 4.56% Add +17.8% 427,818 $23.1M
Foster Victor Wealth Advisors, LLC 1.85% Add +2.9% 388,554 $22.1M
Cora Capital Advisors LLC 11.21% Add +24.2% 399,442 $21.8M
Teamwork Financial Advisors, LLC 3.16% Add +16.4% 391,442 $21.3M
IAM Advisory, LLC 5.72% Reduce -0.9% 387,595 $21.1M
Bank of New York Mellon Corp 0.00% Add +11.8% 385,575 $21.0M
Harbour Investments, Inc. 0.70% Add +20.4% 380,355 $20.7M
CMC Financial Group 34.03% Add +0.7% 375,641 $20.5M
Captrust Financial Advisors 0.06% Reduce -1.0% 368,627 $20.1M
Aprio Wealth Management, LLC 3.49% Reduce -1.8% 351,217 $19.1M
Apexium Financial, LP 1.36% Add +10.3% 349,670 $19.1M
Smith, Moore & Co. 1.90% Reduce -10.0% 338,641 $18.5M
NewEdge Advisors, LLC 0.13% Add +6.2% 323,749 $17.6M
WealthPLAN Partners, LLC 1.89% Add +0.7% 322,660 $17.6M

"% 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 757 holders