PACER US LRG CAP COWS GR LD COWG
$38.89
-1.8% 52w: $32.76 – $40.15
Latest 13F among current holders filed 4 days ago (Jul 1, 2026)
Price — last 12 months
research preview data32.7636.4540.15
Jun 20, 2025 Jul 2, 2026
Institutional holders
235
-5 QoQ
13F value
$1.42B
-16.6% QoQ
Smart-money holders
4
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns COWG?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 6.3M | $211.5M | 0.0% | -7.3% |
| LPL Financial LLC | Bank broker | 5.2M | $174.8M | 0.0% | -5.6% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 2.2M | $75.1M | 0.0% | -15.6% |
| WELLS FARGO & COMPANY/MN | Bank broker | 2.0M | $68.3M | 0.0% | -19.9% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 1.8M | $61.4M | 0.0% | -2.4% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 1.7M | $57.2M | 0.0% | +2.0% |
| MORGAN STANLEY | Bank broker | 1.5M | $49.6M | 0.0% | -5.4% |
| Cetera Investment Advisers | Wealth advisor | 1.1M | $36.8M | 0.0% | +4.3% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 1.1M | $36.2M | 0.1% | -6.6% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 1.0M | $34.2M | 0.1% | +6.7% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 902.9K | $30.5M | 0.0% | -9.9% |
| TRAPHAGEN INVESTMENT ADVISORS LLC | Wealth advisor | 889.0K | $30.0M | 2.4% | -52.0% |
| Kestra Advisory Services, LLC | Wealth advisor | 631.8K | $21.3M | 0.1% | -9.0% |
| ROYAL BANK OF CANADA | Bank broker | 546.0K | $18.4M | 0.0% | +21.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 535.3K | $18.1M | 0.0% | -21.4% |
| Clark Capital Management Group, Inc. | Other | 531.2K | $17.9M | 0.1% | +1.0% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 506.0K | $17.1M | 0.0% | -5.9% |
| Aspire Capital Advisors LLC | Wealth advisor | 496.2K | $16.7M | 3.8% | +9.7% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 490.8K | $16.6M | 0.0% | -22.0% |
| Heck Capital Advisors, LLC | Wealth advisor | 473.9K | $16.0M | 1.2% | -0.5% |
| Foundations Investment Advisors, LLC | Wealth advisor | 468.3K | $15.8M | 0.2% | +2.8% |
| HighTower Advisors, LLC | Diversified mechanical | 431.2K | $14.5M | 0.0% | +0.3% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 364.5K | $12.3M | 0.1% | +8.9% |
| RVW Wealth, LLC | Wealth advisor | 342.0K | $11.5M | 0.9% | +15.3% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 321.9K | $10.9M | 0.0% | -45.9% |
| Sylvest Advisors, LLC | Wealth advisor | 311.7K | $10.5M | 5.6% | +2.5% |
| GOLDMAN SACHS GROUP INC | Bank broker | 290.1K | $9.8M | 0.0% | +473.9% |
| Plan Group Financial, LLC | Wealth advisor | 274.9K | $9.3M | 2.2% | +20.5% |
| Z3 Capital Partners, LLC ★2 | Fundamental diversified | 255.0K | $8.6M | 2.2% | -2.1% |
| HBW ADVISORY SERVICES LLC | Wealth advisor | 249.2K | $8.4M | 0.9% | -15.3% |
| Cornerstone Wealth Management, LLC | Wealth advisor | 236.1K | $8.0M | 0.4% | +3.7% |
| Orion Porfolio Solutions, LLC | Wealth advisor | 233.5K | $7.9M | 0.1% | -52.8% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 225.4K | $7.7M | 0.0% | -61.2% |
| Team Financial Group, LLC | Wealth advisor | 226.3K | $7.6M | 3.5% | +0.5% |
| RFG Advisory, LLC | Wealth advisor | 213.5K | $7.2M | 0.1% | +4.4% |
| BNB Wealth Management, LLC | Wealth advisor | 200.4K | $6.8M | 4.3% | -11.2% |
| Kingsview Wealth Management, LLC | Wealth advisor | 191.5K | $6.5M | 0.1% | +2.2% |
| Mariner, LLC | Diversified mechanical | 187.2K | $6.3M | 0.0% | -34.3% |
| FLAGSHIP HARBOR ADVISORS, LLC | Wealth advisor | 173.2K | $5.8M | 0.3% | +17.9% |
| Laurel Wealth Planning LLC | Wealth advisor | 173.1K | $5.8M | 3.1% | -2.2% |
| Marble Wealth, LLC | Wealth advisor | 168.8K | $5.7M | 1.0% | -47.2% |
| Rubicon Advisors, GP | Wealth advisor | 155.4K | $5.2M | 4.7% | +6.9% |
| Baird Financial Group, Inc. | Diversified mechanical | 150.8K | $5.1M | 0.0% | -16.9% |
| Guilbault Capital LLC | Wealth advisor | 149.9K | $5.1M | 5.5% | +4.8% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 149.5K | $5.0M | 0.0% | -3.4% |
| VERUS CAPITAL PARTNERS, LLC | Other | 148.4K | $5.0M | 0.3% | +7.6% |
| ATLANTIC FAMILY WEALTH, LLC | Wealth advisor | 138.5K | $4.7M | 3.4% | +7.0% |
| PRINCIPAL SECURITIES, INC. | Wealth advisor | 133.1K | $4.5M | 0.1% | +9.3% |
| Advisory Services Network, LLC | Diversified mechanical | 130.6K | $4.4M | 0.1% | -2.8% |
| Fortis Advisors, LLC | Wealth advisor | 130.2K | $4.4M | 2.2% | +24.0% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.