COWG Institutional Ownership & Shareholders
PACER US LRG CAP COWS GR LD (COWG) is currently held by 239 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.47B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of America Corp is currently the largest disclosed institutional shareholder of COWG tracked by InsiderSet, reporting ownership valued at approximately $243.31M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $235.11M, representing an estimated loss of -3.37% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 61% of the total disclosed COWG value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Lpl Financial Llc, Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in PACER US LRG CAP COWS GR LD (COWG).
This page ranks the largest institutional COWG shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
239
Total Reported Value
$1.47B
Largest Holder
Bank Of America Corp
Largest Position
$243.31M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
29
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.02% | 6,060,603 | $243,308,967 | $235,109,578 | -$8,199,389 | -3.37% | |
| Lpl Financial Llc | 0.05% | 5,208,628 | $209,107,588 | $202,058,827 | -$7,048,761 | -3.37% | |
| Raymond James Financial Inc | 0.02% | 2,236,326 | $89,780,424 | $86,754,018 | -$3,026,406 | -3.37% | |
| Jones Financial Companies Lllp | 0.03% | 1,805,902 | $69,075,757 | $70,056,537 | +$980,780 | +1.42% | |
| Envestnet Asset Management Inc | 0.02% | 1,682,025 | $67,527,257 | $65,250,964 | -$2,276,293 | -3.37% | |
| Morgan Stanley | 0.00% | 1,580,176 | $63,438,407 | $61,299,926 | -$2,138,481 | -3.37% | |
| Wells Fargo & Company/Mn | 0.01% | 1,126,523 | $45,225,819 | $43,701,319 | -$1,524,500 | -3.37% | |
| Cetera Investment Advisers | 0.04% | 1,103,243 | $44,291,214 | $42,798,216 | -$1,492,998 | -3.37% | |
| Osaic Holdings, Inc. | 0.04% | 892,744 | $35,846,396 | $34,632,307 | -$1,214,089 | -3.39% | |
| Kestra Advisory Services, Llc | 0.09% | 832,926 | $33,217,363 | $32,311,782 | -$905,581 | -2.73% | |
| Mml Investors Services, Llc | 0.06% | 778,017 | $31,234,579 | $30,181,691 | -$1,052,888 | -3.37% | |
| Royal Bank Of Canada | 0.00% | 527,699 | $21,185,000 | $20,471,080 | -$713,920 | -3.37% | |
| Aspire Capital Advisors Llc | 3.95% | 504,916 | $20,270,541 | $19,587,257 | -$683,284 | -3.37% | |
| Truist Financial Corp | 0.02% | 501,671 | $20,006,643 | $19,461,373 | -$545,270 | -2.73% | |
| Foundations Investment Advisors, Llc | 0.20% | 491,913 | $19,748,534 | $19,082,830 | -$665,704 | -3.37% | |
| Heck Capital Advisors, Llc | 1.06% | 483,627 | $19,287,057 | $18,761,391 | -$525,666 | -2.73% | |
| Clark Capital Management Group, Inc. | 0.10% | 473,741 | $19,019,011 | $18,377,882 | -$641,129 | -3.37% | |
| Commonwealth Equity Services, Llc | 0.02% | 386,261 | $15,404,087 | $14,984,262 | -$419,825 | -2.73% | |
| Steward Partners Investment Advisory, Llc | 0.07% | 365,837 | $14,687,024 | $14,191,951 | -$495,073 | -3.37% | |
| Plan Group Financial, Llc | 2.52% | 319,969 | $12,837,148 | $12,412,589 | -$424,559 | -3.31% | |
| Rvw Wealth, Llc | 0.77% | 302,690 | $12,071,275 | $11,742,283 | -$328,992 | -2.73% | |
| Sylvest Advisors, Llc | 4.95% | 278,567 | $11,109,269 | $10,806,477 | -$302,792 | -2.73% | |
| Z3 Capital Partners, Llc | 2.12% | 251,710 | $10,105,233 | $9,764,611 | -$340,622 | -3.37% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 240,396 | $9,829,082 | $9,325,706 | -$503,376 | -5.12% | |
| Goldman Sachs Group Inc | 0.00% | 237,443 | $9,532,482 | $9,211,150 | -$321,332 | -3.37% | |
| Team Financial Group, Llc | 3.62% | 229,420 | $9,149,280 | $8,899,913 | -$249,367 | -2.73% | |
| Cornerstone Wealth Management, Llc | 0.38% | 222,996 | $8,952,487 | $8,650,706 | -$301,781 | -3.37% | |
| Orion Porfolio Solutions, Llc | 0.06% | 207,912 | $8,346,910 | $8,065,551 | -$281,359 | -3.37% | |
| Rockefeller Capital Management L.P. | 0.01% | 206,298 | $8,282,160 | $8,002,939 | -$279,221 | -3.37% | |
| Ethos Financial Group, Llc | 0.52% | 209,382 | $7,726,384 | $8,122,577 | +$396,193 | +5.13% | |
| Verus Capital Partners, Llc | 0.39% | 185,053 | $7,379,898 | $7,178,780 | -$201,118 | -2.73% | |
| Marble Wealth, Llc | 1.01% | 164,698 | $6,612,016 | $6,389,146 | -$222,870 | -3.37% | |
| Laurel Wealth Planning Llc | 2.82% | 162,567 | $6,483,172 | $6,306,478 | -$176,694 | -2.73% | |
| Baird Financial Group, Inc. | 0.01% | 160,855 | $6,457,749 | $6,240,064 | -$217,685 | -3.37% | |
| Hbw Advisory Services Llc | 0.60% | 151,456 | $6,040,068 | $5,875,448 | -$164,620 | -2.73% | |
| Arq Wealth Advisors, Llc | 0.69% | 143,340 | $5,716,388 | $5,560,603 | -$155,785 | -2.73% | |
| Atlantic Family Wealth, Llc | 3.62% | 140,972 | $5,659,536 | $5,468,741 | -$190,795 | -3.37% | |
| Bnb Wealth Management, Llc | 3.04% | 138,357 | $5,517,667 | $5,367,297 | -$150,370 | -2.73% | |
| Advisory Services Network, Llc | 0.06% | 130,062 | $5,221,536 | $5,045,508 | -$176,028 | -3.37% | |
| Fortis Advisors, Llc | 2.44% | 129,814 | $5,211,574 | $5,035,887 | -$175,687 | -3.37% | |
| Tandem Investment Partners Llc | 4.00% | 129,765 | $5,175,028 | $5,033,987 | -$141,041 | -2.73% | |
| Kingsview Wealth Management, Llc | 0.06% | 127,435 | $5,116,037 | $4,943,599 | -$172,438 | -3.37% | |
| Arkadios Wealth Advisors | 0.08% | 126,464 | $5,077,072 | $4,905,931 | -$171,141 | -3.37% | |
| Guilbault Capital Llc | 4.72% | 120,699 | $4,813,493 | $4,682,288 | -$131,205 | -2.73% | |
| Principal Securities, Inc. | 0.06% | 118,634 | $4,762,725 | $4,602,181 | -$160,544 | -3.37% | |
| Stifel Financial Corp | 0.00% | 111,671 | $4,483,328 | $4,332,064 | -$151,264 | -3.37% | |
| Summit Financial, Llc | 0.05% | 103,319 | $4,147,891 | $4,008,064 | -$139,827 | -3.37% | |
| Newedge Advisors, Llc | 0.01% | 95,393 | $3,829,692 | $3,700,590 | -$129,102 | -3.37% | |
| &Partners | 0.02% | 94,748 | $3,803,769 | $3,675,569 | -$128,200 | -3.37% | |
| Equitable Holdings, Inc. | 0.02% | 94,143 | $3,779,506 | $3,652,099 | -$127,407 | -3.37% |
Frequently asked questions about COWG
Who are the largest institutional holders of COWG?
The largest institutional holders of COWG reported in the latest SEC Form 13F filings include Bank Of America Corp, Lpl Financial Llc, Raymond James Financial Inc, Jones Financial Companies Lllp, and Envestnet Asset Management Inc. InsiderSet ranks institutional holders by their latest reported COWG position.
What is COWG institutional ownership?
This page tracks COWG positions reported by institutional investment managers through SEC Form 13F. PACER US LRG CAP COWS GR LD (COWG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own COWG?
InsiderSet currently tracks 239 institutional managers reporting COWG holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of COWG shareholders.
How much COWG stock do institutions own?
Institutional investment managers disclosed approximately $1.47B in COWG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was COWG institutional ownership last updated?
The latest COWG institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional COWG holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its COWG position after the reporting date.
Are institutions buying or selling COWG?
Institutional buying and selling can be analyzed by comparing COWG positions across consecutive 13F reporting periods. InsiderSet's COWG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View COWG ownership changes.
How has COWG institutional ownership changed over time?
InsiderSet tracks COWG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.