COWZ Institutional Ownership & Shareholders
PACER US CASH COWS 100 ETF (COWZ) is currently held by 866 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $10.73B 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 COWZ tracked by InsiderSet, reporting ownership valued at approximately $2.17B 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 $2.49B, representing an estimated gain of +14.74% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 58% of the total disclosed COWZ value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Lpl Financial Llc, Morgan Stanley, and several other long-term asset managers with concentrated positions in PACER US CASH COWS 100 ETF (COWZ).
This page ranks the largest institutional COWZ 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
866
Total Reported Value
$10.73B
Largest Holder
Bank Of America Corp
Largest Position
$2.17B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
30
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 | 0.14% | 34,921,249 | $2,172,101,633 | $2,492,329,541 | +$320,227,908 | +14.74% | |
| Lpl Financial Llc | 0.25% | 17,650,702 | $1,097,873,594 | $1,259,730,602 | +$161,857,008 | +14.74% | |
| Morgan Stanley | 0.05% | 14,293,930 | $889,082,511 | $1,020,157,784 | +$131,075,273 | +14.74% | |
| Raymond James Financial Inc | 0.14% | 8,283,369 | $515,225,547 | $591,184,046 | +$75,958,499 | +14.74% | |
| Wells Fargo & Company/Mn | 0.07% | 6,248,671 | $388,667,347 | $445,967,649 | +$57,300,302 | +14.74% | |
| Cetera Investment Advisers | 0.31% | 5,403,084 | $336,071,834 | $385,618,105 | +$49,546,271 | +14.74% | |
| Ubs Group Ag | 0.04% | 4,181,948 | $260,117,165 | $298,465,629 | +$38,348,464 | +14.74% | |
| Osaic Holdings, Inc. | 0.29% | 4,018,479 | $250,042,472 | $286,798,846 | +$36,756,374 | +14.70% | |
| Ameriprise Financial Inc | 0.04% | 2,954,105 | $183,745,189 | $210,834,474 | +$27,089,285 | +14.74% | |
| Envestnet Asset Management Inc | 0.04% | 2,713,530 | $168,781,952 | $193,664,636 | +$24,882,684 | +14.74% | |
| Commonwealth Equity Services, Llc | 0.21% | 2,458,733 | $164,145,018 | $175,479,774 | +$11,334,756 | +6.91% | |
| Royal Bank Of Canada | 0.02% | 2,288,164 | $142,324,000 | $163,306,265 | +$20,982,265 | +14.74% | |
| Jones Financial Companies Lllp | 0.05% | 2,102,044 | $132,470,815 | $150,022,880 | +$17,552,065 | +13.25% | |
| Kestra Advisory Services, Llc | 0.33% | 1,721,586 | $114,933,050 | $122,869,593 | +$7,936,543 | +6.91% | |
| Sequoia Financial Advisors | 0.55% | 1,781,365 | $110,800,891 | $127,136,020 | +$16,335,129 | +14.74% | |
| Mml Investors Services, Llc | 0.19% | 1,507,446 | $93,763,143 | $107,586,421 | +$13,823,278 | +14.74% | |
| Stifel Financial Corp | 0.07% | 1,432,682 | $89,114,180 | $102,250,514 | +$13,136,334 | +14.74% | |
| Baird Financial Group, Inc. | 0.08% | 958,083 | $59,592,763 | $68,378,384 | +$8,785,621 | +14.74% | |
| Wealth Enhancement Advisory Services, Llc | 0.09% | 847,024 | $58,334,542 | $60,452,103 | +$2,117,561 | +3.63% | |
| Capital Asset Advisory Services Llc | 1.97% | 804,543 | $57,749,613 | $57,420,234 | -$329,379 | -0.57% | |
| Rockefeller Capital Management L.P. | 0.08% | 826,547 | $51,411,252 | $58,990,659 | +$7,579,407 | +14.74% | |
| Janney Montgomery Scott Llc | 0.10% | 794,444 | $49,414,000 | $56,699,468 | +$7,285,468 | +14.74% | |
| D.A. Davidson & Co. | 0.23% | 647,315 | $43,214,760 | $46,198,872 | +$2,984,112 | +6.91% | |
| Truist Financial Corp | 0.05% | 642,581 | $42,898,716 | $45,861,006 | +$2,962,290 | +6.91% | |
| Private Advisor Group, Llc | 0.20% | 687,662 | $42,772,581 | $49,078,437 | +$6,305,856 | +14.74% | |
| Goldman Sachs Group Inc | 0.00% | 660,217 | $41,065,497 | $47,119,687 | +$6,054,190 | +14.74% | |
| Alphacore Capital Llc | 0.75% | 654,555 | $40,713,348 | $46,715,590 | +$6,002,242 | +14.74% | |
| Provident Wealth Management, Llc | 14.31% | 605,034 | $40,392,078 | $43,181,277 | +$2,789,199 | +6.91% | |
| Steward Partners Investment Advisory, Llc | 0.20% | 615,418 | $38,279,009 | $43,922,383 | +$5,643,374 | +14.74% | |
| Citigroup Inc | 0.02% | 601,502 | $37,413,437 | $42,929,198 | +$5,515,761 | +14.74% | |
| United Capital Financial Advisors, Llc | 0.19% | 565,627 | $35,184,733 | $40,368,799 | +$5,184,066 | +14.73% | |
| Sfmg, Llc | 2.14% | 563,677 | $35,060,697 | $40,229,627 | +$5,168,930 | +14.74% | |
| Orion Porfolio Solutions, Llc | 0.26% | 547,789 | $34,072,468 | $39,095,701 | +$5,023,233 | +14.74% | |
| Great Valley Advisor Group, Inc. | 0.52% | 526,142 | $32,726,293 | $37,550,755 | +$4,824,462 | +14.74% | |
| Newedge Advisors, Llc | 0.10% | 524,646 | $32,632,978 | $37,443,985 | +$4,811,007 | +14.74% | |
| Equitable Holdings, Inc. | 0.19% | 517,295 | $32,175,715 | $36,919,344 | +$4,743,629 | +14.74% | |
| Mai Capital Management | 0.12% | 502,997 | $31,286,431 | $35,898,896 | +$4,612,465 | +14.74% | |
| Harbour Investments, Inc. | 0.41% | 490,316 | $30,498,509 | $34,993,853 | +$4,495,344 | +14.74% | |
| Certified Advisory Corp | 2.53% | 455,644 | $30,418,778 | $32,519,312 | +$2,100,534 | +6.91% | |
| Focus Partners Wealth | 0.03% | 482,832 | $30,032,228 | $34,459,720 | +$4,427,492 | +14.74% | |
| Captrust Financial Advisors | 0.04% | 467,498 | $29,078,362 | $33,365,332 | +$4,286,970 | +14.74% | |
| Paragon Capital Management Ltd | 5.05% | 410,799 | $27,424,916 | $29,318,725 | +$1,893,809 | +6.91% | |
| Pinnacle Financial Partners, Inc. | 0.19% | 440,862 | $27,421,672 | $31,464,321 | +$4,042,649 | +14.74% | |
| Wiser Wealth Management, Inc | 4.97% | 409,386 | $27,330,600 | $29,217,879 | +$1,887,279 | +6.91% | |
| Matauro, Llc | 3.57% | 433,819 | $26,983,556 | $30,961,662 | +$3,978,106 | +14.74% | |
| Aprio Wealth Management, Llc | 1.23% | 402,863 | $26,895,124 | $28,752,332 | +$1,857,208 | +6.91% | |
| Presidio Capital Management, Llc | 6.67% | 428,706 | $26,665,494 | $30,596,747 | +$3,931,253 | +14.74% | |
| Ausdal Financial Partners, Inc. | 0.98% | 401,918 | $24,999,287 | $28,684,888 | +$3,685,601 | +14.74% | |
| Decker Wealth Management Llc | 4.92% | 363,074 | $24,238,824 | $25,912,591 | +$1,673,767 | +6.91% | |
| Drucker Wealth 3.0, Llc | 3.72% | 378,213 | $23,524,815 | $26,993,062 | +$3,468,247 | +14.74% |
Frequently asked questions about COWZ
Who are the largest institutional holders of COWZ?
The largest institutional holders of COWZ reported in the latest SEC Form 13F filings include Bank Of America Corp, Lpl Financial Llc, Morgan Stanley, Raymond James Financial Inc, and Wells Fargo & Company/Mn. InsiderSet ranks institutional holders by their latest reported COWZ position.
What is COWZ institutional ownership?
This page tracks COWZ positions reported by institutional investment managers through SEC Form 13F. PACER US CASH COWS 100 ETF (COWZ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own COWZ?
InsiderSet currently tracks 866 institutional managers reporting COWZ 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 COWZ shareholders.
How much COWZ stock do institutions own?
Institutional investment managers disclosed approximately $10.73B in COWZ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was COWZ institutional ownership last updated?
The latest COWZ 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 COWZ 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 COWZ position after the reporting date.
Are institutions buying or selling COWZ?
Institutional buying and selling can be analyzed by comparing COWZ positions across consecutive 13F reporting periods. InsiderSet's COWZ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View COWZ ownership changes.
How has COWZ institutional ownership changed over time?
InsiderSet tracks COWZ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.