Who owns ECOW
Which tracked institutional funds hold ECOW, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ECOW company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
15 tracked funds added or opened ECOW while 8 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
ECOW’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in ECOW divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 58 tracked filers holding ECOW, 41 increased or opened the position and 18 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in ECOW between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 3
- Colonial River Investments, LLC$1M
- RFG Advisory, LLC$1M
- JANE STREET GROUP, LLC$814K
Full exits 6
- Private Advisor Group, LLC$1M
- CITADEL ADVISORS LLC$1M
- HighTower Advisors, LLC$1M
- Smart Portfolios, LLC$1M
- Mariner, LLC$930K
- Cambridge Investment Research Advisors, Inc.$883K
Largest adds
- LPL Financial LLC$6M
- Marks Group Wealth Management, Inc$3M
- Ameritas Advisory Services, LLC$2M
- OLD MISSION CAPITAL LLC$1M
- American Alpha Advisors, LLC$839K
- RAYMOND JAMES FINANCIAL INC$659K
Largest trims
- ONE PLUS ONE WEALTH MANAGEMENT, LLC$2M
- PRIVATE CLIENT SERVICES, LLC$1M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| LPL Financial LLC added | 1,033,706 | $27M | 18.3% | 2026-Q2 |
| Marks Group Wealth Management, Inc added | 481,889 | $13M | 8.5% | 2026-Q2 |
| Copley Financial Group, Inc. added | 457,707 | $12M | 8.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 369,321 | $10M | 6.5% | 2026-Q2 |
| Heck Capital Advisors, LLC trimmed | 275,182 | $7M | 4.9% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 239,109 | $6M | 4.2% | 2026-Q2 |
| American Alpha Advisors, LLC added | 237,822 | $6M | 4.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 229,153 | $6M | 4.1% | 2026-Q2 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC trimmed | 217,633 | $6M | 3.9% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 208,113 | $6M | 3.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 144,412 | $4M | 2.6% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 107,671 | $3M | 1.9% | 2026-Q2 |
| PRIVATE CLIENT SERVICES, LLC trimmed | 106,663 | $3M | 1.9% | 2026-Q2 |
| Equitable Holdings, Inc. added | 100,888 | $3M | 1.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 98,476 | $3M | 1.7% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 90,690 | $2M | 1.6% | 2026-Q2 |
| CIBC WORLD MARKET INC. added | 81,377 | $2M | 1.4% | 2026-Q2 |
| Belpointe Asset Management LLC added | 75,911 | $2M | 1.3% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 73,645 | $2M | 1.3% | 2026-Q2 |
| Cetera Investment Advisers added | 55,708 | $1M | 1.0% | 2026-Q2 |
| CreativeOne Wealth, LLC added | 55,091 | $1M | 1.0% | 2026-Q2 |
| Colonial River Investments, LLC new | 54,902 | $1M | 1.0% | 2026-Q2 |
| RFG Advisory, LLC new | 50,265 | $1M | 0.9% | 2026-Q2 |
| Baird Financial Group, Inc. added | 47,154 | $1M | 0.8% | 2026-Q2 |
| Fearless Solutions, LLC dba Best Invest trimmed | 45,320 | $1M | 0.8% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 40,266 | $1M | 0.7% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 33,564 | $890K | 0.6% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 30,695 | $814K | 0.5% | 2026-Q2 |
| Tripletail Wealth Management, LLC added | 21,531 | $573K | 0.4% | 2026-Q2 |
| Sankala Group LLC added | 20,106 | $546K | 0.4% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 18,965 | $503K | 0.3% | 2026-Q2 |
| Unified Investment Management added | 16,297 | $432K | 0.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 14,081 | $373K | 0.2% | 2026-Q2 |
| Perissos Private Wealth Management, LLC new | 10,372 | $275K | 0.2% | 2026-Q2 |
| Plan Group Financial, LLC new | 10,104 | $268K | 0.2% | 2026-Q2 |
| Onyx Bridge Wealth Group LLC trimmed | 7,672 | $203K | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 7,469 | $198K | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 6,008 | $159K | 0.1% | 2026-Q2 |
| AdvisorNet Financial, Inc added | 4,460 | $118K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 3,442 | $91K | 0.1% | 2026-Q2 |
| Copia Wealth Management | 1,755 | $47K | 0.0% | 2026-Q2 |
| MORGAN STANLEY | 1,705 | $45K | 0.0% | 2026-Q2 |
| Key Financial Inc new | 1,595 | $42K | 0.0% | 2026-Q2 |
| Geneos Wealth Management Inc. | 1,350 | $36K | 0.0% | 2026-Q2 |
| Bogart Wealth, LLC | 1,127 | $30K | 0.0% | 2026-Q2 |
| Noble Wealth Management PBC | 1,000 | $27K | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC added | 828 | $22K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc | 717 | $19K | 0.0% | 2026-Q2 |
| FMR LLC new | 603 | $16K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 565 | $15K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 552 | $15K | 0.0% | 2026-Q2 |
| Highland Investment Advisors LLC new | 455 | $12K | 0.0% | 2026-Q2 |
| AlphaCore Capital LLC | 427 | $11K | 0.0% | 2026-Q2 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 260 | $7K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA new | 153 | $4K | 0.0% | 2026-Q2 |
| MATHER GROUP, LLC. | 150 | $4K | 0.0% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 122 | $3K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 1 | $25 | 0.0% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 53,966 | $1M | 1.0% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC added | 49,850 | $1M | 0.9% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC added | 45,881 | $1M | 0.8% | 2026-Q1 stale (1 quarter behind) |
| Smart Portfolios, LLC added | 38,819 | $1M | 0.7% | 2026-Q1 stale (1 quarter behind) |
| Mariner, LLC added | 34,865 | $930K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 33,107 | $883K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Thrivent Financial for Lutherans added | 17,766 | $474K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Total Clarity Wealth Management, Inc. new | 7,725 | $206K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC trimmed | 3,006 | $80K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Capital Analysts, LLC added | 711 | $19K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Insight Advisors, LLC/ PA added | 43,911 | $1M | 0.7% | 2025-Q4 stale (2 quarters behind) |
| VERUS CAPITAL PARTNERS, LLC | 19,944 | $487K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| GOLDMAN SACHS GROUP INC added | 18,153 | $443K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Fortis Advisors, LLC | 13,717 | $335K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| BlueChip Wealth Advisors LLC | 11,685 | $285K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| J.W. COLE ADVISORS, INC. new | 14,301 | $350K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| STIFEL FINANCIAL CORP trimmed | 11,921 | $291K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Capasso Planning Partners LLC trimmed | 9,561 | $234K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 12,421 | $274K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| Atria Wealth Solutions, Inc. | 11,550 | $255K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| Garde Capital, Inc. | 2,760 | $61K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.