Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

PACER FDS TR (COWG)

219 + Investors. Track Smart Money conviction in COWG. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +15
Streak
11Q ▲
Buyers last Q
67%

Smart Money Signals — COWG

Based on 219 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added COWG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
219 hedge funds hold COWG right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +115% more funds vs a year ago

fund count last 6Q
+117 new funds entered over the past year (+115% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 67% buying

151 buying73 selling
Last quarter: 151 funds were net buyers (34 opened a brand new position + 117 added to an existing one). Only 73 were sellers (54 trimmed + 19 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-12 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 53 → 52 → 46 → 34. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔄

Mostly new holders — 46% entered in last year

■ 8% conviction (2yr+) ■ 46% medium ■ 46% new
Only 18 funds (8%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
📊

Peak discovery — momentum slowing

53 → 53 → 52 → 46 → 34 new funds/Q
New funds entering each quarter: 53 → 52 → 46 → 34. COWG is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🌱

Early stage — 76% of holders entered in last year

■ 8% veterans ■ 16% 1-2yr ■ 76% new
Of 219 current holders: 166 (76%) entered in the past year, only 18 (8%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds
13 of 219 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in COWG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
5.1
out of 10
Moderate Exit Risk
Exit risk score 5.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: COWG

How many hedge funds hold COWG — quarterly history vs. share price
Quarterly hedge fund ownership of COWG vs. share price

Market Analysis: COWG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: COWG

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

15 top-rated funds 7 high-conviction
Consensus
5.2
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: COWG
2026 Q1 Stats Unlock in 19 days 219 + Investors

Track Smart Money conviction in COWG. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 219 204 7.35%
13F Shares 47M 46M 1.03%
Total Value $1.71B $1.67B 2.06%
New Positions 34 46 -12
Increased Positions 117 109 +8
Closed Positions 19 27 -8
Reduced Positions 54 41 +13
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: COWG

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

219 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in COWG. Verified SEC 13F-HR filings.

Top 25 institutional holders of COWG — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sylvest Advisors, LLC 5.59% 311,679 $10.5M
2 Aspire Capital Advisors LLC 3.77% 496,195 $16.7M
3 Laurel Wealth Planning LLC 3.08% 173,119 $5.8M
4 TRAPHAGEN INVESTMENT ADVISORS LLC 2.43% 889,007 $30.0M
5 Plan Group Financial, LLC 2.18% 274,850 $9.3M
6 Lighthouse Wealth Management Inc. 1.62% 70,594 $2.4M
7 Heck Capital Advisors, LLC 1.19% 473,873 $16.0M
8 Noble Wealth Management PBC 1.16% 68,618 $2.3M
9 Post Resch Tallon Group Inc. 1.15% 41,983 $1.4M
10 RVW Wealth, LLC 0.90% 341,988 $11.5M
11 Clay Northam Wealth Management, LLC 0.86% 45,273 $1.5M
12 CRUX WEALTH ADVISORS 0.81% 62,494 $2.1M
13 PCG Wealth Advisors, LLC 0.79% 92,127 $3.1M
14 Centurion Wealth Management LLC 0.67% 87,950 $3.0M
15 Long Island Wealth Management, Inc. 0.64% 41,188 $1.4M
16 JBR Co Financial Management Inc 0.59% 39,855 $1.4M
17 Mason & Associates Inc 0.56% 88,667 $2.9M
18 MUIRFIELD WEALTH ADVISORS LLC 0.56% 22,522 $760K
19 Atlas Private Wealth Advisors 0.55% 69,200 $2.3M
20 FORTEM FINANCIAL GROUP, LLC 0.54% 63,393 $2.1M
21 Fearless Solutions, LLC dba Best Invest 0.50% 24,619 $831K
22 PRIVATE CLIENT SERVICES, LLC 0.43% 43,032 $1.5M
23 Smart Portfolios, LLC 0.41% 12,137 $409K
24 Tactive Advisors, LLC 0.41% 42,779 $1.4M
25 Cornerstone Wealth Management, LLC 0.40% 236,097 $8.0M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — PACER FDS TR (COWG)

What does the Smart Money Trend signal show for COWG?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added COWG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for COWG?

More buyers than sellers — 67% buying: Last quarter: 151 funds were net buyers (34 opened a brand new position + 117 added to an existing one). Only 73 were sellers (54 trimmed + 19 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for COWG holders?

Elite ownership — 47% AUM from top-100 funds: 13 of 219 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in COWG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held COWG?

Mostly new holders — 46% entered in last year: Only 18 funds (8%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.