Pacer US Cash Cows 100 ETFCOWZETF

13F holders, Q4 2024 (December 31)
855holders +96
69new positions
36sold out
7famous investors
$56.62avg. 13F price*

At the end of Q4 2024, 855 institutions reported holding Pacer US Cash Cows 100 ETF (COWZ) in their 13F filings, up 96 from Q3 2024. 69 opened new positions and 36 sold out. The largest holders were Bank of America Corp. ($3.6B), Morgan Stanley ($1.6B) and LPL Financial LLC ($1.2B). 7 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Pacer US Cash Cows 100 ETF
Filed as
PACER FDS TR (Q4 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions69$151.4M
Exits36$62.4M

All 13F filers, Q3 2024 → Q4 2024: 12,898,115 shares bought and 10,915,885 shares sold, net +1,982,230 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 855 holders

Bank of America Corp. 0.33% Reduce -2.4% 63,111,831 $3.6B
Morgan Stanley 0.11% Reduce -1.1% 27,860,668 $1.6B
LPL Financial LLC 0.48% Add +4.7% 20,693,823 $1.2B
Raymond James Financial Inc. 0.32% — 15,366,610 $867.9M
Northwestern Mutual Wealth Management Co. 0.67% Reduce -1.5% 13,968,533 $788.9M
Wells Fargo & Company 0.16% Add +5.7% 12,058,287 $681.1M
Ameriprise Financial Inc. 0.12% Reduce -10.2% 8,282,083 $467.7M
Osaic Holdings, Inc. 1.00% Reduce -7.5% 7,849,309 $443.4M
Envestnet Asset Management Inc. 0.14% Add +7.2% 7,591,340 $428.8M
UBS Group AG 0.10% Reduce -0.7% 7,566,424 $427.4M
Royal Bank of Canada 0.07% Reduce -1.3% 5,694,714 $321.6M
Commonwealth Equity Services, LLC 0.44% Add +2.1% 5,374,353 $303.5M
Cetera Investment Advisers 0.54% Add +0.8% 4,611,597 $260.5M
Cambridge Investment Research Advisors, Inc. 0.84% Reduce -1.1% 4,450,722 $251.4M
Avantax Advisory Services, Inc. 0.93% Add +5.6% 2,633,540 $148.7M
Wealth Enhancement Advisory Services, LLC 0.26% Add +26.8% 2,394,761 $135.3M
MML Investors Services, LLC 0.43% Reduce -0.6% 2,200,631 $124.3M
Stifel Financial Corp. 0.11% Add +3.0% 1,923,393 $108.6M
HighTower Advisors, LLC 0.14% Reduce -0.7% 1,787,825 $101.0M
Kestra Advisory Services, LLC 0.55% Add +10.3% 1,779,211 $100.5M
Carlson Capital Management 4.20% Reduce -1.7% 1,703,034 $96.2M
Janney Montgomery Scott LLC 0.22% New 1,434,643 $81.0M
Baird Financial Group, Inc. 0.14% Add +10.7% 1,323,629 $74.8M
Mariner, LLC 0.12% Add +5.4% 1,302,817 $73.6M
Requisite Capital Management, LLC 14.41% Reduce -8.3% 1,243,970 $70.6M
Sanctuary Advisors, LLC 0.40% Reduce -2.0% 1,074,880 $63.4M
Thrivent Financial for Lutherans 0.12% Add +24.1% 1,097,595 $62.0M
Focus Partners Wealth 0.16% Add +1026.9% 1,095,121 $61.9M
Truist Financial Corp. 0.09% Add +3.4% 1,048,152 $59.2M
Steward Partners Investment Advisory, LLC 0.50% Add +2.6% 1,003,226 $56.7M
Traphagen Investment Advisors LLC 5.72% Add +0.8% 995,664 $56.2M
Atria Wealth Solutions, Inc. 0.59% Add +9.6% 946,571 $53.6M
Capital Asset Advisory Services LLC 2.61% Add +3.0% 929,344 $53.0M
Orion Porfolio Solutions, LLC 0.52% Reduce -6.9% 924,626 $52.2M
Orion Portfolio Solutions, LLC 0.52% Reduce -6.9% 924,626 $52.2M
Jones Financial Companies LLLP 0.05% Add +53.6% 908,942 $51.3M
Axxcess Wealth Management, LLC 1.26% Add +3.5% 901,271 $50.9M
Modern Wealth Management, LLC 1.89% Add +3.8% 896,941 $50.7M
Sfmg, LLC 3.79% Add +0.6% 851,430 $48.1M
Equitable Holdings, Inc. 0.44% Reduce -11.2% 826,678 $46.7M
Private Advisor Group, LLC 0.26% Add +1.2% 823,193 $46.5M
O'Brien Wealth Partners LLC 8.33% Add +5.2% 818,019 $46.2M
Northeast Financial Consultants Inc 1.94% Reduce -0.2% 815,088 $46.0M
Foundations Investment Advisors, LLC 0.87% Add +20.2% 798,210 $45.1M
Citigroup Inc. 0.04% Add +6.1% 780,637 $44.1M
Provident Wealth Management, LLC 14.46% Add +8.5% 767,454 $43.3M
RVW Wealth, LLC 4.02% Reduce -2.8% 762,674 $43.1M
Evensky & Katz LLC 2.77% Add +2.0% 748,631 $42.3M
Rockefeller Capital Management L.P. 0.11% Reduce -11.2% 735,260 $41.5M
Onyx Bridge Wealth Group LLC 5.61% Add +16.8% 689,225 $38.9M
Edge Capital Group, LLC 1.60% Reduce -100.0% 20 $35.8M
Kestra Private Wealth Services, LLC 0.60% Add +12.0% 624,554 $35.3M
Oppenheimer & Co. Inc. 0.52% Reduce -3.3% 621,464 $35.1M
Cooper Financial Group 3.80% Add +0.7% 559,433 $31.6M
Wilmington Savings Fund Society, FSB 0.57% Add +1.6% 556,948 $31.5M
Affinity Wealth Management LLC 5.53% Reduce -0.1% 552,156 $31.2M
Elevation Point Wealth Partners, LLC 2.50% New 547,042 $30.9M
Sigma Planning Corp 0.96% Reduce -7.4% 540,958 $30.6M
D.A. Davidson & Co. 0.24% Add +6.5% 531,349 $30.0M
Intelligence Driven Advisers, LLC 5.58% Reduce -30.5% 525,479 $29.7M
Wealthcare Advisory Partners LLC 0.82% Reduce -8.3% 521,261 $29.4M
Thoroughbred Financial Services, LLC 1.73% Add +3.9% 500,238 $28.3M
Certified Advisory Corp 3.06% Add +2.3% 498,855 $28.2M
Independent Financial Group, LLC 0.93% Add +10.5% 493,849 $27.9M
Brio Consultants, LLC 4.34% Add +0.9% 490,888 $27.7M
Hollencrest Capital Management 1.11% Reduce -6.5% 489,006 $27.6M
Wealth Group Ltd 7.69% Add +3.8% 470,776 $26.6M
Apexium Financial, LP 1.58% Add +17.6% 460,079 $26.1M
MAI Capital Management 0.19% Add +5.0% 460,420 $26.0M
Oxford Wealth Group, LLC 16.61% Add +33.4% 454,954 $25.7M
Grant Street Asset Management, Inc. 6.66% Reduce -0.2% 450,993 $25.5M
Retirement Planning Group, LLC 1.27% Reduce -1.6% 448,463 $25.3M
WR Wealth Planners, LLC 8.08% Add +4.1% 445,126 $25.1M
Paragon Capital Management Ltd 4.98% Add +0.3% 439,038 $24.8M
Harbour Investments, Inc. 0.71% Add +14.6% 437,099 $24.7M
Goldstein Advisors, LLC 3.54% Add +4.5% 431,556 $24.4M
Cora Capital Advisors LLC 11.73% Add +5.2% 430,715 $24.3M
Bank of New York Mellon Corp 0.00% Reduce -1.2% 417,376 $23.6M
Synovus Financial Corp. 0.30% Reduce -21.8% 410,748 $23.2M
Teamwork Financial Advisors, LLC 2.97% Add +4.6% 403,693 $22.8M
Foster Victor Wealth Advisors, LLC 1.73% Reduce -0.7% 386,867 $22.6M
Matauro, LLC 4.88% — 399,382 $22.6M
HBW Advisory Services LLC 2.31% Add +5.2% 398,403 $22.5M
PFG Advisors 1.37% Add +0.2% 396,920 $22.4M
Wiser Wealth Management, Inc 6.25% Reduce -4.3% 394,432 $22.3M
IAM Advisory, LLC 5.64% Add +0.8% 394,078 $22.3M
Captrust Financial Advisors 0.06% Add +3.7% 392,325 $22.2M
Cerity Partners LLC 0.05% Add +46.4% 391,588 $22.1M
Unique Wealth, LLC 4.37% Reduce -12.7% 371,205 $21.0M
&partners 0.25% Add +48.9% 365,103 $20.8M
Clark Capital Management Group, Inc. 0.14% Add +3.3% 362,086 $20.5M
Aprio Wealth Management, LLC 2.98% Add +10.3% 362,017 $20.4M
Atria Investments, Inc 0.25% Reduce -16.1% 359,787 $20.3M
Sanchez Wealth Management Group 5.48% Add +6.7% 355,357 $20.1M
Stratos Wealth Partners, LTD. 0.28% Reduce -1.5% 340,897 $19.3M
NewEdge Advisors, LLC 0.11% Reduce -9.9% 335,468 $18.9M
Concurrent Investment Advisors, LLC 0.51% Add +6.4% 331,608 $18.7M
Pacer Advisors, Inc. 0.04% Add +0.8% 323,874 $18.3M
Moneco Advisors, LLC 1.92% Add +51.8% 322,342 $18.2M
Prospera Financial Services Inc 0.42% Add +10.8% 319,380 $18.1M

"% 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 855 holders