OWN - ETF AI Analysis
Top Page
Inside Ownership 100 ETF (OWN)
OWN, the Inside Ownership 100 ETF, has a solid overall rating driven mainly by large positions in high-quality tech leaders like Alphabet and Nvidia, which benefit from strong financial performance and major investments in AI and cloud/data center growth. However, some holdings such as Oracle and Berkshire Hathaway face bearish technical trends, valuation concerns, and issues like high leverage or lack of dividends, which slightly weigh on the fund’s rating. The main risk factor is the ETF’s heavy concentration in a small group of large technology and AI-focused companies, making its performance sensitive to that sector.
OWN vs. SPDR S&P 500 ETF (SPY)
- AUM
- 3.52M
- Region
- North America
- Expense Ratio
- 0.49%
- Beta
- 1.54
- Issuer
- Corgi
- Inception Date
- Jun 03, 2026
- Dividend Yield
- N/A
- Asset Class
- Equity
- Index Tracked
- Inside Ownership 100 Index - Benchmark TR Gross
OWN Summary
The Inside Ownership 100 ETF (ticker: OWN) follows the Inside Ownership 100 Index, which focuses on large U.S. companies where leaders like executives and founders own a meaningful stake in the business. It holds 100 big, well-known names such as Alphabet (Google’s parent company) and Nvidia, with a strong tilt toward technology and other major sectors of the U.S. market. Someone might invest in OWN to get broad stock market exposure while favoring companies whose insiders’ interests are closely tied to shareholders. A key risk is that it can rise or fall with the overall stock market and is heavily exposed to large tech-related companies.
How much will it cost me?
This ETF has an expense ratio of 0.49%, which means you’ll pay about $4.90 per year for every $1,000 you invest. That’s higher than the cost of many broad, plain-vanilla index ETFs because this fund tracks a more specialized index focused on companies with high insider ownership.
What would affect this ETF?
OWN could benefit if large U.S. technology and internet companies like Alphabet, Nvidia, Amazon, Tesla, and Meta keep growing, if the U.S. economy stays healthy, and if markets reward companies where leaders own significant stakes and are seen as aligned with shareholders. On the other hand, it could be hurt by rising interest rates or a slowdown in big tech and consumer-focused businesses, tougher regulations on large U.S. tech and online platforms, or broad U.S. stock market declines that weigh heavily on its concentrated group of holdings.
OWN Top 10 Holdings
OWN is essentially riding the Big Tech and AI wave, with Nvidia, Alphabet, Amazon, and Meta sitting in the driver’s seat. Nvidia and Meta have been rising and helping power returns, while Alphabet and Amazon look steadier, more like reliable engines than turbochargers. Tesla, on the other hand, has been losing steam and dragging on performance, and Oracle’s recent weakness isn’t helping either. With a heavy tilt toward U.S. technology and communication services, this fund is firmly anchored in the American mega-cap growth story.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 NVDA | Nvidia | 11.57% | $407.52K | $5.16T | 17.78% | 76Outperform |
 GOOGL | Alphabet Class A | 11.18% | $393.92K | $4.15T | 35.45% | 85Outperform |
 AMZN | Amazon | 8.52% | $300.11K | $2.70T | 16.57% | 71Outperform |
 META | Meta Platforms | 5.88% | $207.02K | $1.81T | -0.39% | 76Outperform |
 TSLA | Tesla | 5.03% | $177.23K | $1.40T | -17.27% | 73Outperform |
 BRK.B | Berkshire Hathaway B | 4.48% | $157.70K | $1.14T | 8.84% | 66Neutral |
 AVGO | Broadcom | 2.84% | $100.20K | $1.57T | -7.17% | 76Outperform |
 PLTR | Palantir Technologies | 2.40% | $84.41K | $447.04B | 4.44% | 74Outperform |
 ORCL | Oracle | 2.11% | $74.23K | $387.73B | -59.03% | 66Neutral |
 DELL | Dell Technologies | 1.52% | $53.49K | $287.20B | 198.53% | 65Neutral |
OWN Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For OWN, the sentiment is Negative. The current price of 24.67 is below the 20-day moving average (MA) of 25.25, below the 50-day MA of 25.12, and compared to the 200-day MA of , indicating a neutral trend. The MACD of 0.04 indicates Positive momentum. The RSI at 40.93 is Neutral, neither overbought nor oversold. The STOCH value of 8.70 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for OWN.
OWN Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| OWN | $24.67 | $28.00(13.51% Upside) | $3.52M | 0.49% | 72Outperform |
 ACEP | $19.82 | $23.79(20.00% Upside) | $99.92M | 0.46% | 71Outperform |
 PRMR | $28.26 | $33.95(20.12% Upside) | $92.51M | 1.00% | 73Outperform |
 FCUS | $38.17 | $45.71(19.75% Upside) | $87.71M | 0.80% | 67Neutral |
 SPXE | $81.80 | $99.84(22.06% Upside) | $87.01M | 0.09% | 74Outperform |
 QARP | $68.99 | $79.50(15.22% Upside) | $79.68M | 0.19% | 73Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| OWN | Inside Ownership 100 ETF | 24.67 | -0.05 | -0.19% | |
| ACEP | ARS Core Equity Portfolio ETF | 19.82 | 4.72 | 31.23% | |
| PRMR | PeakShares RMR Prime Equity ETF | 28.26 | 3.28 | 13.13% | |
| FCUS | Pinnacle Focused Opportunities ETF | 38.17 | 7.45 | 24.27% | |
| SPXE | ProShares S&P 500 Ex-Energy ETF | 81.80 | 9.67 | 13.40% | |
| QARP | Xtrackers Russell 1000 US Quality at a Reasonable Price ETF | 68.99 | 12.22 | 21.53% |
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.