Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

PACER FDS TR (COWZ)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +45
Streak
1Q ▲
Buyers last Q
43%

Smart Money Signals — COWZ

Based on 793 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added COWZ 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
793 hedge funds hold COWZ 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding COWZ is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 43% buying

329 buying430 selling
Last quarter: 430 funds reduced or exited vs 329 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+56 vs last Q)

new funds entering per quarter
Funds opening a new COWZ position: 80 → 60 → 52 → 108. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 28% medium ■ 17% new
435 out of 793 hedge funds have held COWZ for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

115 → 80 → 60 → 52 → 108 new funds/Q
New funds entering each quarter: 80 → 60 → 52 → 108. A growing number of institutions are discovering COWZ each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 50% of holders stayed 2+ years

■ 50% veterans ■ 22% 1-2yr ■ 27% new
Of 793 current holders: 398 (50%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 51% AUM from top-100 funds

51% from top-100 AUM funds
21 of 793 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in COWZ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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.

Hedge Fund Ownership: COWZ

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

Market Analysis: COWZ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: COWZ

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

44 top-rated funds 42 high-conviction
Consensus
7.2
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: COWZ
2026 Q1 Stats Unlock in 22 days 793 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 793 748 6.02%
13F Shares 192M 216M -10.97%
Total Value $11.50B $12.36B -7.0%
New Positions 108 52 +56
Increased Positions 221 258 -37
Closed Positions 63 64 -1
Reduced Positions 367 369 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: COWZ

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
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)

793 + investors

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

Top 25 institutional holders of COWZ — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Provident Wealth Management, LLC 15.48% 817,861 $51.2M
2 Fortune Financial Group, Inc. 9.93% 176,278 $11.0M
3 Clay Northam Wealth Management, LLC 9.73% 276,881 $17.3M
4 Cyr Financial Inc. 9.36% 254,245 $15.9M
5 Longview Financial Advisors, Inc. 8.53% 223,134 $14.0M
6 GEN Financial Management, INC. 7.79% 201,184 $12.6M
7 Presidio Capital Management, LLC 7.50% 412,612 $25.8M
8 Sylvest Advisors, LLC 7.34% 220,764 $13.8M
9 Lighthouse Wealth Management Inc. 7.15% 168,264 $10.5M
10 Argo Wealth Advisory, LLC 6.81% 185,601 $11.6M
11 Winter & Associates, Inc. 5.70% 104,075 $6.5M
12 Prota Financial, LLC 5.62% 129,731 $7.8M
13 Paragon Capital Management Ltd 5.57% 423,940 $26.5M
14 PTM WEALTH MANAGEMENT, LLC 5.44% 164,135 $10.3M
15 Wiser Wealth Management, Inc 5.23% 388,027 $24.3M
16 Wealth Group Ltd 4.44% 311,724 $19.5M
17 Fearless Solutions, LLC dba Best Invest 4.29% 113,758 $7.1M
18 Mainsail Financial Group, LLC 4.24% 162,760 $10.2M
19 Altus Wealth Group LLC 4.12% 160,777 $10.1M
20 CATHY PARETO & ASSOCIATES, INC 4.11% 97,984 $6.1M
21 Drucker Wealth 3.0, LLC 3.91% 358,283 $22.4M
22 OakTrust Wealth Advisors, LLC 3.89% 68,357 $4.3M
23 MATAURO, LLC 3.64% 402,836 $25.2M
24 Madrona Financial Services, LLC 3.48% 254,064 $15.9M
25 INVESTMENT ADVISORY SERVICES INC /TX /ADV 3.45% 173,191 $10.8M
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 (COWZ)

What does the Smart Money Trend signal show for COWZ?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added COWZ 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 COWZ?

More sellers than buyers — 43% buying: Last quarter: 430 funds reduced or exited vs 329 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for COWZ holders?

Elite ownership — 51% AUM from top-100 funds: 21 of 793 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in COWZ. 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 COWZ?

55% of holders stayed for 2+ years: 435 out of 793 hedge funds have held COWZ for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

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.