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Funds Holding COWG

On this page, we present all of the funds holding COWG from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding COWG, with a link to that fund's top holdings. The next columns indicate the amount of COWG stock held by each of the funds holding COWG, followed by the COWG position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 26 funds holding COWG within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Commonwealth Equity Services LLC. For more details on the positions held by Commonwealth Equity Services LLC (or by any of the other funds holding COWG), click the fund name in the "Holder" column of the funds-holding-COWG table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Commonwealth Equity Services LLC $12,432 12/31/2023
     INDUSTRIAL RELET285,351$11,939 12/31/2023
     COWG20,692$493 12/31/2023
Compass Advisory Group LLC333,112$7,941 12/31/2023
     COWG333,112$7,941 12/31/2023
Cornerstone Wealth Management LLC175,299$4,558 03/31/2024
     COWG175,299$4,558 03/31/2024
Cetera Advisor Networks LLC $4,421 12/31/2023
     INDUSTRIAL RELET94,515$3,955 12/31/2023
     COWG19,554$466 12/31/2023
Long Island Wealth Management Inc.153,330$3,655 12/31/2023
     COWG153,330$3,655 12/31/2023
Raymond James Financial Services Advisors Inc. $3,572 03/31/2024
     INDUSTRIAL RELET83,461$3,318 03/31/2024
     COWG9,777$254 03/31/2024
Truist Financial Corp138,222$3,295 12/31/2023
     COWG138,222$3,295 12/31/2023
Team Financial Group LLC121,636$2,900 12/31/2023
     COWG121,636$2,900 12/31/2023
Wealth Enhancement Advisory Services LLC106,720$2,775 03/31/2024
     COWG106,720$2,775 03/31/2024
Advisory Services Network LLC88,609$2,112 12/31/2023
     COWG88,609$2,112 12/31/2023
Cambridge Investment Research Advisors Inc.72,714$1,891 03/31/2024
     COWG72,714$1,891 03/31/2024
HighTower Advisors LLC63,776$1,521 12/31/2023
     COWG63,776$1,521 12/31/2023
Raymond James & Associates $1,428 03/31/2024
     COWG33,900$881 03/31/2024
     INDUSTRIAL RELET13,765$547 03/31/2024
Napa Wealth Management33,984$810 12/31/2023
     COWG33,984$810 12/31/2023
Empire Financial Management Company LLC33,127$790 12/31/2023
     COWG33,127$790 12/31/2023
Cetera Advisors LLC $774 12/31/2023
     COWG19,335$461 12/31/2023
     INDUSTRIAL RELET7,489$313 12/31/2023
Advisor Group Holdings Inc.30,931$737 12/31/2023
     COWG30,931$737 12/31/2023
Envestnet Asset Management Inc.19,289$460 12/31/2023
     COWG19,289$460 12/31/2023
PFG Advisors17,400$415 12/31/2023
     COWG17,400$415 12/31/2023
Pasadena Private Wealth LLC13,442$350 03/31/2024
     COWG13,442$350 03/31/2024
Creative Financial Designs Inc. ADV6,813$162 12/31/2023
     COWG6,813$162 12/31/2023
Harbour Investments Inc.3,686$88 12/31/2023
     COWG3,686$88 12/31/2023
Coastal Investment Advisors Inc.1,500$39 03/31/2024
     COWG1,500$39 03/31/2024
Private Trust Co. NA451$12 03/31/2024
     COWG451$12 03/31/2024
Capital Analysts LLC461$11 12/31/2023
     COWG461$11 12/31/2023
HHM Wealth Advisors LLC257$6 12/31/2023
     COWG257$6 12/31/2023
Proequities Inc.0$0 12/31/2023
     COWG0$0 12/31/2023

See Summary: Institutional Holders of COWG
See Details: Top 10 Hedge Funds Holding COWG
Also See: COWG Holdings Changes

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