$70.57

-0.68 (-0.95%)

Weekly Expected Move ±1.8%

$69 $70 $71 $72 $74

ETF CBOE · AUM $19.5B

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

Institutional Ownership — COWZ

922

Institutional Holders

-15 vs prior quarter

0.0%

Ownership

+0.00pp

12B

Total Invested

New Positions

331

Increased

430

Reduced

Closed

1.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (980 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	BANK OF AMERICA CORP /DE	34,921,249	2.5B	-1,404,090	-3.9%	15Q	SEC ↗
2	LPL Financial LLC	17,650,702	1.2B	-955,707	-5.1%	38Q	SEC ↗
3	MORGAN STANLEY	14,293,930	1.0B	-343,290	-2.3%	32Q	SEC ↗
4	RAYMOND JAMES FINANCIAL INC	8,283,369	585M	+112,154	+1.4%	7Q	SEC ↗
5	NORTHWESTERN MUTUAL WEALTH MANAGEMENT	7,353,591	519M	-289,879	-3.8%	22Q	SEC ↗
6	WELLS FARGO & COMPANY/MN	6,248,671	441M	-264,349	-4.1%	34Q	SEC ↗
7	Cetera Investment Advisers	5,403,084	381M	-209,816	-3.7%	20Q	SEC ↗
8	UBS Group AG	4,181,948	295M	-229,034	-5.2%	32Q	SEC ↗
9	OSAIC HOLDINGS, INC.	4,018,479	284M	+313,548	+8.5%	26Q	SEC ↗
10	Cambridge Investment Research Advisors	3,133,164	221M	-21,017	-0.7%	33Q	SEC ↗
11	AMERIPRISE FINANCIAL INC	2,954,105	208M	-108,926	-3.6%	15Q	SEC ↗
12	COMMONWEALTH EQUITY SERVICES, LLC	2,866,315	202M	-162,835	-5.4%	35Q	SEC ↗
13	ENVESTNET ASSET MANAGEMENT INC	2,713,530	191M	-2,161,286	-44.3%	23Q	SEC ↗
14	ROYAL BANK OF CANADA	2,288,164	161M	+140,897	+6.6%	39Q	SEC ↗
15	JONES FINANCIAL COMPANIES LLLP	2,102,044	148M	+251,274	+13.6%	11Q	SEC ↗
16	HighTower Advisors, LLC	1,798,669	127M	+72,558	+4.2%	30Q	SEC ↗
17	Sequoia Financial Advisors, LLC	1,781,365	126M	-43,283	-2.4%	6Q	SEC ↗
18	Kestra Advisory Services, LLC	1,681,955	119M	-47,211	-2.7%	21Q	SEC ↗
19	MML INVESTORS SERVICES, LLC	1,507,446	106M	+134,853	+9.8%	21Q	SEC ↗
20	STIFEL FINANCIAL CORP	1,432,682	101M	+30,754	+2.2%	30Q	SEC ↗
21	Capital Asset Advisory Services LLC	991,806	70M	+41,775	+4.4%	18Q	SEC ↗
22	AXXCESS WEALTH MANAGEMENT, LLC NEW	961,433	68M	—	+0.0%	1Q	SEC ↗
23	Baird Financial Group, Inc.	958,083	68M	-36,373	-3.7%	23Q	SEC ↗
24	Evensky & Katz LLC	850,580	60M	+12,092	+1.4%	15Q	SEC ↗
25	Provident Wealth Management, LLC	831,000	59M	+13,139	+1.6%	16Q	SEC ↗
26	WEALTH ENHANCEMENT ADVISORY SERVICES,	826,966	58M	+41,151	+5.2%	12Q	SEC ↗
27	Rockefeller Capital Management L.P.	826,547	58M	-50,842	-5.8%	21Q	SEC ↗
28	Janney Montgomery Scott LLC	794,444	56M	+10,968	+1.4%	7Q	SEC ↗
29	Private Advisor Group, LLC	687,662	49M	+140,967	+25.8%	32Q	SEC ↗
30	D.A. DAVIDSON & CO.	675,135	48M	-3,735	-0.6%	18Q	SEC ↗
31	Aprio Wealth Management, LLC	670,801	47M	-46,383	-6.5%	16Q	SEC ↗
32	GOLDMAN SACHS GROUP INC	660,217	47M	+12,345	+1.9%	9Q	SEC ↗
33	AlphaCore Capital LLC	654,555	46M	+13,587	+2.1%	6Q	SEC ↗
34	Steward Partners Investment Advisory,	615,418	43M	+629	+0.1%	23Q	SEC ↗
35	CITIGROUP INC	601,502	42M	-22,465	-3.6%	20Q	SEC ↗
36	TRUIST FINANCIAL CORP	597,826	42M	-107,113	-15.2%	20Q	SEC ↗
37	Wealthcare Advisory Partners LLC	595,665	42M	+8,616	+1.5%	18Q	SEC ↗
38	UNITED CAPITAL FINANCIAL ADVISORS, LLC	565,627	40M	+3,050	+0.5%	3Q	SEC ↗
39	SFMG, LLC	563,677	40M	-2,573	-0.5%	17Q	SEC ↗
40	Orion Porfolio Solutions, LLC	547,789	39M	-247,514	-31.1%	14Q	SEC ↗
41	GREAT VALLEY ADVISOR GROUP, INC.	526,142	37M	+33,264	+6.7%	17Q	SEC ↗
42	NewEdge Advisors, LLC	524,646	37M	-9,163	-1.7%	19Q	SEC ↗
43	Equitable Holdings, Inc.	517,295	37M	-74,395	-12.6%	21Q	SEC ↗
44	EverSource Wealth Advisors, LLC	510,235	36M	-8,234	-1.6%	18Q	SEC ↗
45	MAI Capital Management	502,997	35M	+22,976	+4.8%	7Q	SEC ↗
46	HARBOUR INVESTMENTS, INC.	490,316	35M	+4,273	+0.9%	17Q	SEC ↗
47	Focus Partners Wealth	482,832	34M	-119,147	-19.8%	10Q	SEC ↗
48	CAPTRUST FINANCIAL ADVISORS	467,498	33M	-1,617	-0.3%	15Q	SEC ↗
49	Certified Advisory Corp	447,890	32M	-4,674	-1.0%	17Q	SEC ↗
50	Pinnacle Financial Partners, Inc.	440,862	31M	-47,909	-9.8%	3Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
AXXCESS WEALTH MANAGEMENT, LLC	961,433	68M
Global Retirement Partners, LLC	202,522	14M
Markowski Investments	148,707	10M
Planning Strategies Inc.	63,236	4M
Granite Bay Wealth Management, LLC	54,833	4M
COMPASS FINANCIAL MANAGEMENT LLC	43,208	3M
IFG Advisory, LLC	42,961	3M
Copper Harbor Investment Advisors,	37,701	3M
HRT FINANCIAL LP	35,815	3M
SUSQUEHANNA INTERNATIONAL GROUP, LL	33,361	2M
Bluespring Wealth Management, LLC	29,001	2M
Diversify Advisory Services, LLC	24,774	2M
GK Wealth Management LLC	22,848	2M
TUDOR INVESTMENT CORP ET AL	22,500	2M
Trivium Point Advisory, LLC	18,478	1M
BASSO CAPITAL MANAGEMENT, L.P.	14,843	1M
RASP WEALTH SOLUTIONS, LLC	14,087	994K
RMR Wealth Builders	12,894	910K
Capstone Wealth Management Group, I	9,205	650K
IMA Advisory Services, Inc.	9,057	639K

Sold Out (20)

Holder	Prev Shares	Prev Value
Clark Capital Management Group, Inc	518,889	37M
Independent Advisor Alliance	242,136	17M
SEARCY FINANCIAL SERVICES INC /ADV	237,718	17M
BNP PARIBAS FINANCIAL MARKETS	200,005	14M
GERBER, LLC	78,317	6M
Y-Intercept (Hong Kong) Ltd	40,340	3M
Galvin, Gaustad & Stein, LLC	36,995	3M
Ascentis Independent Advisors	33,571	2M
SigFig Wealth Management, LLC	32,046	2M
FSA WEALTH PARTNERS, INC.	23,022	2M
49 WEALTH MANAGEMENT, LLC	18,309	1M
Encompass More Asset Management	15,934	1M
FLAGSTAR ADVISORS INC	15,738	1M
Scarborough Advisors, LLC	14,593	1M
Insight Advisors, LLC/ PA	12,934	913K
Circle Wealth Management, LLC	11,967	845K
TWO SIGMA SECURITIES, LLC	11,584	817K
RPS ADVISORY SOLUTIONS LLC	11,435	807K
Guardian Capital, LLC	10,766	760K
RENAISSANCE TECHNOLOGIES LLC	10,600	748K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
OSAIC HOLDINGS, INC.	+313,548	+8.5%	4,018,479
JONES FINANCIAL COMPANIES LLLP	+251,274	+13.6%	2,102,044
Private Advisor Group, LLC	+140,967	+25.8%	687,662
ROYAL BANK OF CANADA	+140,897	+6.6%	2,288,164
MML INVESTORS SERVICES, LLC	+134,853	+9.8%	1,507,446
Arax Advisory Partners	+128,418	+661.0%	147,846
RAYMOND JAMES FINANCIAL INC	+112,154	+1.4%	8,283,369
Ameritas Advisory Services, LLC	+110,339	+449.5%	134,888
HighTower Advisors, LLC	+72,558	+4.2%	1,798,669
Xcelsior Advisor Partners LLC	+67,416	+1225.5%	72,917
JPMORGAN CHASE & CO	+67,033	+38.9%	239,173
NATIXIS ADVISORS, LLC	+55,873	+152.2%	92,581
CREATIVE FINANCIAL DESIGNS INC /ADV	+54,465	+21.8%	303,930
Sanctuary Advisors, LLC	+54,224	+18.1%	353,570
ELEVATION POINT WEALTH PARTNERS, LL	+53,655	+324.1%	70,208
Savant Capital, LLC	+51,839	+845.2%	57,972
Ausdal Financial Partners, Inc.	+43,627	+12.2%	401,918
Capital Asset Advisory Services LLC	+41,775	+4.4%	991,806
U.S. Capital Wealth Advisors, LLC	+41,494	+69.2%	101,453
WEALTH ENHANCEMENT ADVISORY SERVICE	+41,151	+5.2%	826,966

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
ENVESTNET ASSET MANAGEMENT INC	-2,161,286	-44.3%	2,713,530
BANK OF AMERICA CORP /DE	-1,404,090	-3.9%	34,921,249
LPL Financial LLC	-955,707	-5.1%	17,650,702
Mariner, LLC	-390,490	-85.9%	63,969
MORGAN STANLEY	-343,290	-2.3%	14,293,930
NORTHWESTERN MUTUAL WEALTH MANAGEME	-289,879	-3.8%	7,353,591
WELLS FARGO & COMPANY/MN	-264,349	-4.1%	6,248,671
Orion Porfolio Solutions, LLC	-247,514	-31.1%	547,789
PRINCIPAL SECURITIES, INC.	-238,800	-84.6%	43,402
UBS Group AG	-229,034	-5.2%	4,181,948
Cetera Investment Advisers	-209,816	-3.7%	5,403,084
COMMONWEALTH EQUITY SERVICES, LLC	-162,835	-5.4%	2,866,315
Foster Victor Wealth Advisors, LLC	-150,457	-36.8%	258,601
Ethos Financial Group, LLC	-119,419	-95.6%	5,550
Focus Partners Wealth	-119,147	-19.8%	482,832
Modern Wealth Management, LLC	-116,756	-23.8%	374,188
AMERIPRISE FINANCIAL INC	-108,926	-3.6%	2,954,105
TRUIST FINANCIAL CORP	-107,113	-15.2%	597,826
FLOW TRADERS U.S. LLC	-90,102	-80.9%	21,276
Fortune Financial Group, Inc.	-82,359	-46.7%	93,919

COWZ Institutional Ownership

Institutional Ownership — COWZ

Ownership Trends

Top Institutional Holders (980 total)

Recent Activity

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