Public ownership evidence

Pacer US Cash Cows 100 ETF (COWZ) Ownership Disclosures

Read COWZ insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Pacer US Cash Cows 100 ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
B. Riley Wealth Advisors, Inc.
Report period
2025-03-31
Available
2026-08-29
Reported shares
123,413
Value (USD)
$6,758,115
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001464811-26-000009
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read COWZ fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read COWZ fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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B. Riley Wealth Advisors, Inc.2025-03-312026-08-29123,413$6,758,115None
Corient Private Wealth LP2026-06-302026-08-28116,390$7,239,439None
Dakota Wealth Management2025-12-312026-08-278,664$521,313None
Dakota Wealth Management2026-03-312026-08-276,164$385,620None
TOBIAS FINANCIAL ADVISORS, INC.2026-06-302026-08-264,636$288,359None
WEST MICHIGAN ADVISORS, LLC2026-06-302026-08-226,324$393,353None
Forefront Wealth Partners, LLC2026-06-302026-08-2120,509$1,275,671None
Bullock Wealth Management Group2026-06-302026-08-2065,962$4,140,443None
Kingsview Wealth Management, LLC2026-06-302026-08-20154,238$9,593,604None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20355,947$22,139,914None
Sankala Group LLC2026-06-302026-08-193,394$240,269None
Beacon Pointe Advisors, LLC2026-06-302026-08-1913,806$858,712None
Copia Wealth Management2026-06-302026-08-1943,112$2,681,566None
JDM Financial Group LLC2026-06-302026-08-191,081$67,238None
Capasso Planning Partners LLC2026-06-302026-08-195,142$319,849None
Orion Capital Management LLC2026-06-302026-08-191,700$105,740None
E-Wealth Partners, LLC2026-06-302026-08-185,002$311,114None
WNY Asset Management, LLC2026-06-302026-08-1853,268$3,313,239None
Caitlin John, LLC2026-06-302026-08-18274$17,073None
Ruggaard & Associates LLC2026-06-302026-08-183,470$215,834None
Corient Private Wealth LP2026-06-302026-08-18117,369$7,300,334None
Asset Allocation Strategies LLC2026-06-302026-08-184,593$285,710None
Pure Financial Advisors, LLC2026-06-302026-08-185,289$328,976None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-18565,627$35,184,733None
Equitable Holdings, Inc.2026-06-302026-08-18517,295$32,175,715None
Jefferies Financial Group Inc.2026-06-302026-08-18115,232$7,167,477None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-18134,017$8,336,000None
Thompson David Blair2024-12-312026-08-1518,133$1,024,138None
Thompson David Blair2026-06-302026-08-156,592$409,994None
Thompson David Blair2025-12-312026-08-1515,912$957,455None
Thompson David Blair2026-03-312026-08-1511,221$701,967None
MCGUIRE CAPITAL ADVISORS INC2026-06-302026-08-15856$53,258None
Independence Wealth Advisors, LLC2026-06-302026-08-154,376$272,203None
Tripletail Wealth Management, LLC2026-06-302026-08-1518,027$1,149,942None
AMERIFLEX GROUP, INC.2026-06-302026-08-1512,585$782,797None
Lighthouse Financial LLC2026-06-302026-08-1513,912$865,326None
Synergy Investment Management, LLC2026-06-302026-08-15346$21,491None
Murphy & Mullick Capital Management Corp2026-06-302026-08-154,814$299,484None
American Alpha Advisors, LLC2026-06-302026-08-1583,311$5,181,944None
Glen Eagle Advisors, LLC2026-06-302026-08-1546,653$2,901,808None
Perissos Private Wealth Management, LLC2026-06-302026-08-157,114$442,469None
Modern Wealth Management, LLC2026-06-302026-08-15374,187$23,274,402None
Modern Wealth Management, LLC2026-06-302026-08-151$49None
FWL INVESTMENT MANAGEMENT, LLC2026-06-302026-08-158,428$524,236None
Mutual Advisors, LLC2026-06-302026-08-1512,448$774,290None
Advyzon Investment Management, LLC2026-06-302026-08-1528,083$1,746,755None
Advyzon Investment Management, LLC2026-06-302026-08-15797$49,573None
Nemes Rush Group LLC2026-06-302026-08-15240$14,928None
Empire Financial Management Company, LLC2026-06-302026-08-1519,100$1,188,068None
INSIGNEO ADVISORY SERVICES, LLC2026-06-302026-08-155,020$312,244None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗Dakota Wealth Management ↗Dakota Wealth Management ↗TOBIAS FINANCIAL ADVISORS, INC. ↗WEST MICHIGAN ADVISORS, LLC ↗Forefront Wealth Partners, LLC ↗Bullock Wealth Management Group ↗Kingsview Wealth Management, LLC ↗MERCER GLOBAL ADVISORS INC /ADV ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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