Inst. Holders
50 funds
CO
COWZ
PACER FDS TR
$67.47 ▼ -0.24%
Prev close $67.6317 New Institutional Positions11 Institutional Exits
Snapshot
The big-picture read on COWZ right now — valuation, ownership and activity at a glance.
Inst. Value
$8.5B
Inst. Activity
17 buys / 11 sells
Price chart 30d -6.6%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 8, 2026 short_volume
Short Volume: COWZ — 59.8% short (0.4M / 0.6M)
Short: 378,604 | Exempt: 2,442 | TRF Vol: 633,361 | Short Ratio: 59.8% | Off-exchange volume (dark p
Jun 30, 2026 Inst.
ENVESTNET ASSET MANAGEMENT INC — TRIM
2,713,530 shares ($168.8M)
Jun 30, 2026 Inst.
Private Advisor Group, LLC — ADD
687,662 shares ($42.8M)
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 8, 2026
short_volume
Short Volume: COWZ — 59.8% short (0.4M / 0.6M)
Short: 378,604 | Exempt: 2,442 | TRF Vol: 633,361 | Short Ratio: 59.8% | Off-exchange volume (dark pool + OTC)
Sep 7, 2026
dark_pool
Dark Pool: COWZ — 0.4M shares, 4,245 trades
Week starting 2026-09-07. Total ATS volume: 394,823 shares across 4,245 trades.
Sep 4, 2026
short_volume
Short Volume: COWZ — 62.5% short (0.4M / 0.7M)
Short: 443,619 | Exempt: 614 | TRF Vol: 709,493 | Short Ratio: 62.5% | Off-exchange volume (dark pool + OTC)
Sep 3, 2026
short_volume
Short Volume: COWZ — 64.0% short (0.4M / 0.7M)
Short: 419,350 | Exempt: 370 | TRF Vol: 655,232 | Short Ratio: 64.0% | Off-exchange volume (dark pool + OTC)
Sep 1, 2026
short_volume
Short Volume: COWZ — 61.6% short (0.5M / 0.7M)
Short: 453,680 | Exempt: 0 | TRF Vol: 736,020 | Short Ratio: 61.6% | Off-exchange volume (dark pool + OTC)
Institutional ownership
Which big funds own COWZ (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $8.5B total value (136,985,113 shares) as of 2026-Q2. Top holders: BANK, LPL, MORGAN. Net buying activity: 17 institutions added/increased vs 11 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 34,921,249 | $2.2B | 25.5% | — |
| LPL Financial LLC | 17,650,702 | $1.1B | 12.9% | — |
| MORGAN STANLEY | 14,293,930 | $889.1M | 10.4% | — |
| RAYMOND JAMES FINANCIAL INC | 8,283,369 | $515.2M | 6.0% | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 7,353,591 | $457.4M | 5.4% | — |
| WELLS FARGO & COMPANY/MN | 6,248,671 | $388.7M | 4.6% | — |
| Cetera Investment Advisers | 5,403,084 | $336.1M | 3.9% | — |
| UBS Group AG | 4,181,948 | $260.1M | 3.1% | — |
| OSAIC HOLDINGS, INC. | 4,018,479 | $250.0M | 2.9% | — |
| AMERIPRISE FINANCIAL INC | 2,954,105 | $183.7M | 2.2% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | TRIM | 4,874,816 | 2,713,530 | -44.3% | $168.8M |
| Private Advisor Group, LLC | ADD | 546,695 | 687,662 | +25.8% | $42.8M |
| Orion Porfolio Solutions, LLC | TRIM | 795,303 | 547,789 | -31.1% | $34.1M |
| JPMORGAN CHASE & CO | ADD | 172,140 | 239,173 | +38.9% | $15.0M |
| Qube Research & Technologies Ltd | ADD | 154,127 | 193,534 | +25.6% | $12.0M |
| Arax Advisory Partners | DOUBLED | 19,428 | 147,846 | +661.0% | $9.2M |
| CITADEL ADVISORS LLC | ADD | 61,962 | 89,145 | +43.9% | $5.5M |
| Integrated Wealth Concepts LLC | ADD | 51,997 | 84,689 | +62.9% | $5.3M |
| Waverly Advisors, LLC | ADD | 65,035 | 81,498 | +25.3% | $5.1M |
| OneDigital Investment Advisors LLC | ADD | 46,741 | 70,874 | +51.6% | $4.4M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for COWZ.
Shares short
394,632
Settlement Sep 15, 2026
Change vs prior
-10.5%
Semi-monthly cycle
Days to cover
1.0
At avg daily volume