$40.42

-0.04 (-0.10%)

Weekly Expected Move ±1.7%

$39 $40 $40 $41 $42

ETF NASDAQ · AUM $2.5B

Overview Chart Holdings Changes Technicals Analysis Peers Institutions Dark Pool Short Interest Dividends Weather

Institutional Ownership — COWG

268

Institutional Holders

+3 vs prior quarter

0.0%

Ownership

+0.00pp

Total Invested

New Positions

106

Increased

107

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (292 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	BANK OF AMERICA CORP /DE	6,060,603	$245M	-209,527	-3.3%	9Q	SEC ↗
2	LPL Financial LLC	5,208,628	$211M	+26,688	+0.5%	10Q	SEC ↗
3	RAYMOND JAMES FINANCIAL INC	2,236,326	$90M	+10,508	+0.5%	7Q	SEC ↗
4	JONES FINANCIAL COMPANIES LLLP	1,805,902	$73M	+66,887	+3.8%	9Q	SEC ↗
5	ENVESTNET ASSET MANAGEMENT INC	1,682,025	$68M	-136,765	-7.5%	13Q	SEC ↗
6	MORGAN STANLEY	1,580,176	$64M	+110,207	+7.5%	7Q	SEC ↗
7	WELLS FARGO & COMPANY/MN	1,126,523	$46M	-898,493	-44.4%	6Q	SEC ↗
8	Cetera Investment Advisers	1,103,243	$45M	+13,774	+1.3%	10Q	SEC ↗
9	Cambridge Investment Research Advisors	1,017,696	$41M	+4,534	+0.4%	13Q	SEC ↗
10	OSAIC HOLDINGS, INC.	892,744	$36M	-10,167	-1.1%	14Q	SEC ↗
11	MML INVESTORS SERVICES, LLC	778,017	$31M	-295,341	-27.5%	10Q	SEC ↗
12	Kestra Advisory Services, LLC	668,597	$27M	+36,825	+5.8%	7Q	SEC ↗
13	NORTHWESTERN MUTUAL WEALTH MANAGEMENT	580,323	$23M	+45,026	+8.4%	7Q	SEC ↗
14	ROYAL BANK OF CANADA	527,699	$21M	-18,271	-3.3%	8Q	SEC ↗
15	TRUIST FINANCIAL CORP	508,853	$21M	+2,843	+0.6%	13Q	SEC ↗
16	Aspire Capital Advisors LLC	504,916	$20M	+8,721	+1.8%	6Q	SEC ↗
17	Foundations Investment Advisors, LLC	491,913	$20M	+23,656	+5.1%	4Q	SEC ↗
18	Heck Capital Advisors, LLC	474,716	$19M	+843	+0.2%	5Q	SEC ↗
19	Clark Capital Management Group, Inc.	473,741	$19M	-57,459	-10.8%	5Q	SEC ↗
20	HighTower Advisors, LLC	440,174	$18M	+8,999	+2.1%	14Q	SEC ↗
21	COMMONWEALTH EQUITY SERVICES, LLC	437,649	$18M	-53,170	-10.8%	14Q	SEC ↗
22	RVW Wealth, LLC	385,836	$16M	+43,848	+12.8%	5Q	SEC ↗
23	Steward Partners Investment Advisory,	365,837	$15M	+1,345	+0.4%	9Q	SEC ↗
24	Plan Group Financial, LLC	325,050	$13M	+50,200	+18.3%	6Q	SEC ↗
25	Sylvest Advisors, LLC	306,096	$12M	-5,583	-1.8%	7Q	SEC ↗
26	HBW ADVISORY SERVICES LLC	254,073	$10M	+4,884	+2.0%	6Q	SEC ↗
27	Z3 Capital Partners, LLC	251,710	$10M	-3,330	-1.3%	3Q	SEC ↗
28	GOLDMAN SACHS GROUP INC	237,443	$10M	-52,661	-18.2%	5Q	SEC ↗
29	Team Financial Group, LLC	229,660	$9M	+3,380	+1.5%	12Q	SEC ↗
30	WEALTH ENHANCEMENT ADVISORY SERVICES,	229,378	$9M	+3,988	+1.8%	11Q	SEC ↗
31	Cornerstone Wealth Management, LLC	222,996	$9M	-13,101	-5.5%	10Q	SEC ↗
32	Ethos Financial Group, LLC NEW	209,382	$8M	—	+0.0%	1Q	SEC ↗
33	Orion Porfolio Solutions, LLC	207,912	$8M	-25,561	-10.9%	7Q	SEC ↗
34	Rockefeller Capital Management L.P.	206,298	$8M	-115,629	-35.9%	6Q	SEC ↗
35	FLAGSHIP HARBOR ADVISORS, LLC	192,829	$8M	+19,643	+11.3%	7Q	SEC ↗
36	Laurel Wealth Planning LLC	167,019	$7M	-6,100	-3.5%	7Q	SEC ↗
37	Marble Wealth, LLC	164,698	$7M	-4,137	-2.5%	3Q	SEC ↗
38	Baird Financial Group, Inc.	160,855	$7M	+10,078	+6.7%	7Q	SEC ↗
39	VERUS CAPITAL PARTNERS, LLC	152,292	$6M	+3,889	+2.6%	10Q	SEC ↗
40	Guilbault Capital LLC	144,360	$6M	-5,553	-3.7%	3Q	SEC ↗
41	ATLANTIC FAMILY WEALTH, LLC	140,972	$6M	+2,520	+1.8%	7Q	SEC ↗
42	BNB Wealth Management, LLC	137,263	$6M	-63,114	-31.5%	3Q	SEC ↗
43	Advisory Services Network, LLC	130,062	$5M	-516	-0.4%	14Q	SEC ↗
44	Fortis Advisors, LLC	129,814	$5M	-342	-0.3%	4Q	SEC ↗
45	Tandem Investment Partners LLC	127,475	$5M	+3,187	+2.6%	4Q	SEC ↗
46	Kingsview Wealth Management, LLC	127,435	$5M	-64,045	-33.4%	7Q	SEC ↗
47	Arkadios Wealth Advisors	126,464	$5M	+5,617	+4.6%	6Q	SEC ↗
48	ARQ WEALTH ADVISORS, LLC	126,084	$5M	+94,444	+298.5%	4Q	SEC ↗
49	EverSource Wealth Advisors, LLC	124,070	$5M	+17,487	+16.4%	7Q	SEC ↗
50	PRINCIPAL SECURITIES, INC.	118,634	$5M	-14,446	-10.9%	9Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
Ethos Financial Group, LLC	209,382	$8M
Bellars Harris Wealth Management, L	97,291	$4M
TWO SIGMA INVESTMENTS, LP	93,400	$4M
AMERIPRISE FINANCIAL INC	76,865	$3M
MILLINGTON SECURITIES, LLC	44,618	$2M
Modern Wealth Management, LLC	38,254	$2M
Perissos Private Wealth Management,	25,413	$1M
CALTON & ASSOCIATES, INC.	18,739	$757K
Y-Intercept (Hong Kong) Ltd	16,706	$675K
GK Wealth Management LLC	13,839	$559K
Diversify Advisory Services, LLC	13,020	$526K
Pinnacle Financial Partners, Inc.	11,736	$474K
Csenge Advisory Group	10,163	$411K
Global Retirement Partners, LLC	8,522	$344K
PGIM Custom Harvest LLC	8,008	$324K
FOUNDERS FINANCIAL SECURITIES LLC	7,785	$315K
ELEVATION POINT WEALTH PARTNERS, LL	6,990	$283K
MERCER GLOBAL ADVISORS INC /ADV	6,706	$271K
JANE STREET GROUP, LLC	6,434	$260K
FLORIDA FINANCIAL ADVISORS, LLC	6,102	$247K

Sold Out (20)

Holder	Prev Shares	Prev Value
Mariner, LLC	187,232	$8M
Delta Investment Management, LLC	104,595	$4M
CPC Advisors, LLC	99,278	$4M
StoneCrest Wealth Management, Inc.	81,315	$3M
Independent Advisor Alliance	75,782	$3M
ZEGA Investments, LLC	55,621	$2M
Lifeworks Advisors, LLC	49,430	$2M
WT Wealth Management	44,236	$2M
Tactive Advisors, LLC	42,779	$2M
Gateway Wealth Partners, LLC	33,344	$1M
Prosperity Financial Group, Inc.	32,901	$1M
WJ Wealth Management, LLC	30,636	$1M
Colonial River Investments, LLC	29,774	$1M
AXXCESS WEALTH MANAGEMENT, LLC	28,526	$1M
CreativeOne Wealth, LLC	24,262	$981K
B & T Capital Management DBA Alpha	21,935	$887K
CMC Financial Group	19,415	$785K
Summit Wealth Partners, LLC	14,814	$599K
INTEGRITY ALLIANCE, LLC.	13,440	$543K
Advyzon Investment Management, LLC	13,398	$542K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
MORGAN STANLEY	+110,207	+7.5%	1,580,176
ARQ WEALTH ADVISORS, LLC	+94,444	+298.5%	126,084
JONES FINANCIAL COMPANIES LLLP	+66,887	+3.8%	1,805,902
Summit Financial, LLC	+50,931	+97.2%	103,319
Plan Group Financial, LLC	+50,200	+18.3%	325,050
NORTHWESTERN MUTUAL WEALTH MANAGEME	+45,026	+8.4%	580,323
RVW Wealth, LLC	+43,848	+12.8%	385,836
Kestra Advisory Services, LLC	+36,825	+5.8%	668,597
Private Advisor Group, LLC	+34,915	+94.9%	71,717
SUSQUEHANNA INTERNATIONAL GROUP, LL	+28,971	+476.9%	35,046
LPL Financial LLC	+26,688	+0.5%	5,208,628
Foundations Investment Advisors, LL	+23,656	+5.1%	491,913
FLAGSHIP HARBOR ADVISORS, LLC	+19,643	+11.3%	192,829
HB Wealth Management, LLC	+18,290	+139.7%	31,387
EverSource Wealth Advisors, LLC	+17,487	+16.4%	124,070
Ameritas Advisory Services, LLC	+15,169	+98.5%	30,567
IHT Wealth Management, LLC	+14,095	+22.4%	76,942
Cetera Investment Advisers	+13,774	+1.3%	1,103,243
Belpointe Asset Management LLC	+13,085	+35.3%	50,198
RAYMOND JAMES FINANCIAL INC	+10,508	+0.5%	2,236,326

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
WELLS FARGO & COMPANY/MN	-898,493	-44.4%	1,126,523
TRAPHAGEN INVESTMENT ADVISORS LLC	-850,744	-95.7%	38,263
MML INVESTORS SERVICES, LLC	-295,341	-27.5%	778,017
BANK OF AMERICA CORP /DE	-209,527	-3.3%	6,060,603
RFG Advisory, LLC	-191,019	-89.5%	22,494
ENVESTNET ASSET MANAGEMENT INC	-136,765	-7.5%	1,682,025
Rubicon Advisors, GP	-116,692	-75.1%	38,687
Rockefeller Capital Management L.P.	-115,629	-35.9%	206,298
Kingsview Wealth Management, LLC	-64,045	-33.4%	127,435
BNB Wealth Management, LLC	-63,114	-31.5%	137,263
Clark Capital Management Group, Inc	-57,459	-10.8%	473,741
COMMONWEALTH EQUITY SERVICES, LLC	-53,170	-10.8%	437,649
GOLDMAN SACHS GROUP INC	-52,661	-18.2%	237,443
STIFEL FINANCIAL CORP	-37,863	-25.3%	111,671
Tower Research Capital LLC (TRC)	-37,463	-81.2%	8,688
Centurion Wealth Management LLC	-35,226	-40.1%	52,724
Per Stirling Capital Management, LL	-27,287	-37.4%	45,667
Sanctuary Advisors, LLC	-27,111	-36.8%	46,534
Orion Porfolio Solutions, LLC	-25,561	-10.9%	207,912
ROYAL BANK OF CANADA	-18,271	-3.3%	527,699

COWG Institutional Ownership

Institutional Ownership — COWG

Ownership Trends

Top Institutional Holders (292 total)

Recent Activity

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