13F institutional ownership facts

Institutions tracked

19

Reported value

$1,399,500.00

Reported shares

22,500

Latest filing period

Q2 2026

Top institutional holders

  1. Morgan Stanley · $889,082,511 · 0.05%
  2. Joel Greenblatt - Gotham Asset Management · $11,283,329 · 0.03%
  3. UBS Group · $260,117,165 · 0.03%
  4. Mike Hankin - Brown Advisory INC · $4,956,407 · 0.01%
  5. David Solomon - Goldman Sachs · $41,065,497 · <0.01%%
  6. Ken Griffin - Citadel Advisors · $5,544,819 · <0.01%%

Data source and limitations

This page uses public SEC Form 13F disclosures and related institutional filing data. 13F reports are periodic disclosures and may not represent current real-time holdings.

13F Hub provides research and education data only. It does not provide personalized investment advice.

$ETF-COWZ

Institutional Holdings

19

Top Institutions

Top Institutions

1

Morgan Stanley

14,293,930 shares

0.05%

% of Portfolio

2

Joel Greenblatt - Gotham Asset Management

181,404 shares

0.03%

% of Portfolio

3

UBS Group

4,181,948 shares

0.03%

% of Portfolio

4

Mike Hankin - Brown Advisory INC

79,685 shares

0.01%

% of Portfolio

5

David Solomon - Goldman Sachs

660,217 shares

NaN%

% of Portfolio

6

Ken Griffin - Citadel Advisors

89,145 shares

NaN%

% of Portfolio

7

Jamie Dimon - JPMorgan Chase

239,173 shares

NaN%

% of Portfolio

8

Cliff Asness - AQR Capital Management

20,223 shares

NaN%

% of Portfolio

9

PNC Financial Services

9,335 shares

NaN%

% of Portfolio

10

Nuveen

7,318 shares

NaN%

% of Portfolio

11

Northern Trust Corp

14,745 shares

NaN%

% of Portfolio

12

Ken Fisher - Fisher Asset Management

4,269 shares

NaN%

% of Portfolio

13

Larry Fink - BlackRock

50,098 shares

NaN%

% of Portfolio

14

Franklin Resources

1,012 shares

NaN%

% of Portfolio

15

Renaissance Technologies

0 shares

0.00%

% of Portfolio

16

BNP Paribas

0 shares

0.00%

% of Portfolio

17

Jefferies Group

115,232 shares

0.05%

% of Portfolio

18

Paul Tudor Jones - Tudor Investment Corp

22,500 shares

NaN%

% of Portfolio

19

Natixis

5,290 shares

NaN%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

44%

LARGE

28%

MEDIUM

32%

SMALL

-4%

Geographic Distribution

North America
74%
Europe
23%
Asia Pacific
17%
Other
9%

Institutional Activity

Buyers

49

Sellers

23

Holders

97

New

9

Exited

16

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Insider TradingPRO

Trading Statistics

Insider Buyers

12

Insider Sellers

23

Purchase Value

$29.5M

Role Distribution

CEO
29%
CFO
21%
Director
39%
VP
16%
Other
5%
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RatingPRO

69

B-

Overall Score

Moderate institutional interest with stable holdings

Rating Dimensions

Institutional Ownership
74
Recent Activity
68
Concentration
82
Momentum
81
Stability
71

Recent Actions

New

14

Increased

33

Decreased

20

Exited

6

Total

35

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