Who Owns COWZ (COWZ)? -- Institutional Holders (2026-06-30)

922 institutions reported holding $11.60B of COWZ (COWZ) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($2.17B), LPL Financial LLC ($1.10B), MORGAN STANLEY ($889.1M), RAYMOND JAMES FINANCIAL INC ($515.2M), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ($457.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1BANK OF AMERICA CORP /DE/$2.17B34.9MTrimmed
2LPL Financial LLC$1.10B17.7MTrimmed
3MORGAN STANLEY$889.1M14.3MTrimmed
4RAYMOND JAMES FINANCIAL INC$515.2M8.3MAdded
5NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$457.4M7.4MTrimmed
6WELLS FARGO & COMPANY/MN$388.7M6.2MTrimmed
7Cetera Investment Advisers$336.1M5.4MTrimmed
8UBS Group AG$260.1M4.2MTrimmed
9OSAIC HOLDINGS, INC.$250.0M4.0MAdded
10Cambridge Investment Research Advisors, Inc.$194.9M3.1MTrimmed
11AMERIPRISE FINANCIAL INC$183.7M3.0MTrimmed
12COMMONWEALTH EQUITY SERVICES, LLC$178.3M2.9MTrimmed
13ENVESTNET ASSET MANAGEMENT INC$168.8M2.7MTrimmed
14Royal Bank of Canada$142.3M2.3MAdded
15JONES FINANCIAL COMPANIES LLLP$132.5M2.1MAdded
16HighTower Advisors, LLC$111.9M1.8MAdded
17Sequoia Financial Advisors, LLC$110.8M1.8MTrimmed
18Kestra Advisory Services, LLC$104.6M1.7MTrimmed
19MML INVESTORS SERVICES, LLC$93.8M1.5MAdded
20STIFEL FINANCIAL CORP$89.1M1.4MAdded
21Capital Asset Advisory Services LLC$61.7M991,806Added
22AXXCESS WEALTH MANAGEMENT, LLC$59.8M961,433New
23Baird Financial Group, Inc.$59.6M958,083Trimmed
24WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$53.0M826,966Added
25Evensky & Katz LLC$52.9M850,580Added

Source: SEC Form 13F filings · as of 2026-06-30