Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Pacer Fds Tr (COWG)

247 + 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
1Q ▲
Buyers last Q
57%

Smart Money Signals — COWG

Based on 248 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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
248 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 — +26% more funds vs a year ago

fund count last 6Q
+51 new funds entered over the past year (+26% 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.
🟡

Slight buying edge — 57% buying

147 buying113 selling
Last quarter: 147 funds bought or added vs 113 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+13 vs last Q)

new funds entering per quarter
Funds opening a new COWG position: 51 → 36 → 29 → 42. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 28% entered in last year

■ 16% conviction (2yr+) ■ 56% medium ■ 28% new
Only 40 funds (16%) 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.
💰

Price up while funds trimmed (+12% value, -5% shares)

Value
+12%
Shares
-5%
Last quarter: total value of institutional COWG holdings rose +12% even though funds reduced share count by 5%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
📊

Peak discovery — momentum slowing

55 → 51 → 36 → 29 → 42 new funds/Q
New funds entering each quarter: 51 → 36 → 29 → 42. 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.
📊

Mixed cohorts — 13% veterans, 50% new entrants

■ 13% veterans ■ 37% 1-2yr ■ 50% new
Of 248 current holders: 32 (13%) held 2+ years, 91 held 1–2 years, 125 (50%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds
18 of 248 holders are among the 100 largest funds by AUM, controlling 50% 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.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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.

Institutional Sentiment Summary — COWG

In 2026 Q2, 147 hedge funds were net buyers of COWG (42 opened a new position, 105 added to an existing one), while 113 reduced or exited (86 trimmed, 27 sold completely) — a 57% buyer ratio, indicating a slight buying edge. 50% of total institutional value in COWG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +15 funds (more new holders than closures). Total institutional holders: 248.

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

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 7 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: COWG
247 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 247 233 6.01%
13F Shares 39M 42M -5.5%
Total Value $1.53B $1.36B 12.08%
New Positions 42 29 +13
Increased Positions 105 92 +13
Closed Positions 28 32 -4
Reduced Positions 85 88 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: COWG

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Institutional Holders (2026 Q2)

247 + investors

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

QUARTER:
Top 25 COWG holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Guilbault Capital LLC 5.82% 144,360 $5.8M
2 Sylvest Advisors, LLC 5.54% 306,096 $12.3M
3 Aspire Capital Advisors LLC 3.95% 504,916 $20.3M
4 Tandem Investment Partners LLC 3.94% 127,475 $5.1M
5 Team Financial Group, LLC 3.91% 229,660 $9.2M
6 Atlantic Family Wealth, LLC 3.62% 140,972 $5.7M
7 BNB Wealth Management, LLC 3.01% 137,263 $5.5M
8 Laurel Wealth Planning LLC 2.97% 167,019 $6.7M
9 Plan Group Financial, LLC 2.69% 325,050 $13.0M
10 Fortis Advisors, LLC 2.44% 129,814 $5.2M
11 Z3 Capital Partners, LLC 2.12% 251,710 $10.1M
12 Lighthouse Wealth Management Inc. 1.48% 59,267 $2.4M
13 Commerce Advisors, LLC 1.29% 59,370 $2.4M
14 Ofc Financial Planning, LLC 1.27% 35,750 $1.4M
15 Tripletail Wealth Management, LLC 1.25% 28,021 $1.1M
16 Post Resch Tallon Group Inc. 1.15% 41,583 $1.7M
17 Heck Capital Advisors, LLC 1.14% 474,716 $19.1M
18 Rubicon Advisors, GP 1.13% 38,687 $1.6M
19 RVW Wealth, LLC 1.02% 385,836 $15.5M
20 Marble Wealth, LLC 1.01% 164,698 $6.6M
21 Noble Wealth Management PBC 0.93% 51,856 $2.1M
22 Hbw Advisory Services LLC 0.92% 254,073 $10.2M
23 Crux Wealth Advisors 0.88% 63,113 $2.5M
24 PCG Wealth Advisors, LLC 0.84% 94,014 $3.8M
25 Bellars Harris Wealth Management, LLC 0.80% 97,291 $3.9M
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 — 1 quarter in a row: For 1 consecutive quarter, 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?

Slight buying edge — 57% buying: Last quarter: 147 funds bought or added vs 113 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for COWG holders?

Elite ownership — 50% AUM from top-100 funds: 18 of 248 holders are among the 100 largest funds by AUM, controlling 50% 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 — 28% entered in last year: Only 40 funds (16%) 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.

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