# PACER FDS TR (COWG)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/COWG/

- Reporting holders: 12
- Reported value: $23.3M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [RVW Wealth, LLC](https://holderbook.com/funds/1756543-rvw-wealth-llc/) | $12.1M | 302,690 | 0.8% | 6 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $2.8M | 71,147 | 0.2% | 6 |
| [Noble Wealth Management PBC](https://holderbook.com/funds/2055065-noble-wealth-management-pbc/) | $2.1M | 53,312 | 1.0% | 5 |
| [VISTA INVESTMENT PARTNERS LLC](https://holderbook.com/funds/2023386-vista-investment-partners-llc/) | $1.7M | 41,715 | 0.4% | 8 |
| [Post Resch Tallon Group Inc.](https://holderbook.com/funds/2054476-post-resch-tallon-group-inc/) | $1.6M | 41,183 | 1.1% | 6 |
| [PRIVATE CLIENT SERVICES, LLC](https://holderbook.com/funds/1457005-private-client-services-llc/) | $1.3M | 32,470 | 0.3% | 8 |
| [OxenFree Capital LLC](https://holderbook.com/funds/2009781-oxenfree-capital-llc/) | $524.3K | 12,784 | 0.2% | 3 |
| [Cooper Financial Group](https://holderbook.com/funds/1751581-cooper-financial-group/) | $409.7K | 10,273 | 0.0% | 7 |
| [TrueWealth Advisors, LLC](https://holderbook.com/funds/1817714-truewealth-advisors-llc/) | $325.1K | 8,151 | 0.1% | 7 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $233.4K | 5,853 | 0.0% | 6 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $122.1K | 3,061 | 0.0% | 10 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $4.8K | 121 | 0.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 12 | $23.3M |
| Q2 2026 | 248 | $1.7B |
| Q1 2026 | 236 | $1.5B |
| Q4 2025 | 241 | $1.7B |
| Q3 2025 | 224 | $1.7B |
| Q2 2025 | 202 | $1.4B |
| Q1 2025 | 162 | $766.7M |
| Q4 2024 | 111 | $316.0M |
| Q3 2024 | 55 | $119.7M |
| Q2 2024 | 55 | $91.1M |
| Q1 2024 | 36 | $53.1M |
| Q4 2023 | 22 | $28.9M |