COWG institutional holders

PACER FDS TR · 13F, 2026Q2

Managers holding247
Shares held40,669,272
Reported value$1.6bn
Quarter flows38 new, 107 added, 85 trimmed, 27 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
BANK OF AMERICA CORP /DE/6,060,603$243.3m0.0%
LPL Financial LLC5,208,628$209.1m0.0%
RAYMOND JAMES FINANCIAL INC2,236,326$89.8m0.0%
Cambridge Investment Research Advisors, Inc.2,035,716$81.7m0.1%
JONES FINANCIAL COMPANIES LLLP1,805,902$69.1m0.0%
ENVESTNET ASSET MANAGEMENT INC1,682,025$67.5m0.0%
MORGAN STANLEY1,580,176$63.4m0.0%
WELLS FARGO & COMPANY/MN1,126,523$45.2m0.0%
Cetera Investment Advisers1,103,243$44.3m0.0%
OSAIC HOLDINGS, INC.892,744$35.8m0.0%
MML INVESTORS SERVICES, LLC778,017$31.2m0.1%
Kestra Advisory Services, LLC668,597$26.8m0.1%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO580,323$23.3m0.0%
ROYAL BANK OF CANADA527,699$21.2m0.0%
TRUIST FINANCIAL CORP508,853$20.4m0.0%
Aspire Capital Advisors LLC504,916$20.3m3.9%
Foundations Investment Advisors, LLC491,913$19.7m0.2%
Heck Capital Advisors, LLC474,716$19.1m1.1%
Clark Capital Management Group, Inc.473,741$19.0m0.1%
HighTower Advisors, LLC440,174$17.7m0.0%
COMMONWEALTH EQUITY SERVICES, LLC437,649$17.6m0.0%
RVW Wealth, LLC385,836$15.5m1.0%
Steward Partners Investment Advisory, LLC365,837$14.7m0.1%
Plan Group Financial, LLC325,050$13.0m2.7%
Sylvest Advisors, LLC306,096$12.3m5.5%

Every holder, line by line, and the full history since 2013: yf.Client().holders("COWG"). COWG price history · All 13F data

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