Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / US LRG CP CASH
-
Number of holders
-
22
-
Total 13F shares, excl. options
-
1,212,663
-
Shares change
-
+490,828
-
Total reported value, excl. options
-
$28,909,516
-
Value change
-
+$11,745,091
-
Number of buys
-
17
-
Number of sells
-
-3
-
Price
-
$23.84
Significant Holders of PACER FDS TR - US LRG CP CASH (COWG) as of Q4 2023
24 filings reported holding COWG - PACER FDS TR - US LRG CP CASH as of Q4 2023.
PACER FDS TR - US LRG CP CASH (COWG) has 22 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,212,663 shares
.
Largest 10 shareholders include Compass Advisory Group LLC (333,112 shares), Long Island Wealth Management, Inc. (153,330 shares), TRUIST FINANCIAL CORP (138,222 shares), Team Financial Group, LLC (121,636 shares), Advisory Services Network, LLC (88,609 shares), HighTower Advisors, LLC (63,776 shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (60,893 shares), NAPA WEALTH MANAGEMENT (33,984 shares), Empire Financial Management Company, LLC (33,127 shares), and OSAIC HOLDINGS, INC. (30,931 shares).
This table shows the top 22 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.