OWN - ETF AI Analysis
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Inside Ownership 100 ETF (OWN)
Rating:72Outperform
Price Target:―
Positive Factors
Strong Mega-Cap Tech Leaders
Large positions in companies like Alphabet, Nvidia, Amazon, and Broadcom have shown strong year-to-date performance, helping support the ETF’s returns.
Growth-Oriented Sector Mix
Heavy exposure to Technology and Communication Services gives investors access to fast-growing, innovative businesses.
Focused U.S. Market Exposure
With almost all assets in U.S. companies, the fund offers a straightforward way to invest in the U.S. stock market without currency complications.
Negative Factors
High Stock Concentration
A small number of large holdings make up a big share of the portfolio, so performance is heavily influenced by just a few companies.
Mixed Performance Among Top Holdings
Several major positions such as Tesla, Meta Platforms, Berkshire Hathaway, and Oracle have shown weak or slightly negative results this year, which has weighed on the ETF’s overall performance.
Above-Average Expense Ratio
The fund’s expense ratio is relatively high for an ETF, which means more of the returns are eaten up by fees over time.
OWN vs. SPDR S&P 500 ETF (SPY)
AUM3.03M
RegionNorth America
Expense Ratio0.49%
Beta1.53
IssuerCorgi
Inception DateJun 03, 2026
Dividend YieldN/A
Asset ClassEquity
Index TrackedInside Ownership 100 Index - Benchmark TR Gross
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume370
30 Day Avg. Volume2,740
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
31.11Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering101
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
OWN Summary
The Inside Ownership 100 ETF (OWN) follows the Inside Ownership 100 Index, which focuses on 100 large U.S. companies where leaders like executives and founders own a meaningful share of the business. It is heavily invested in technology and communication services and holds well-known names such as Alphabet (Google), Nvidia, Amazon, and Tesla. Someone might consider this ETF for broad stock market exposure with a tilt toward companies whose managers’ interests are more closely aligned with shareholders. A key risk is that it is concentrated in big tech and U.S. stocks, so its value can rise and fall sharply with that part of the market.
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 heavily tilted toward U.S. tech and internet giants, with Nvidia and Broadcom acting as the main engines thanks to their rising momentum around AI chips. Amazon is also pulling its weight, helped by steady strength in cloud and advertising. On the flip side, Meta looks a bit winded after a weaker stretch, while Tesla is clearly dragging the fund as sentiment cools on high‑growth auto names. Alphabet has been more mixed lately, softening the overall tech punch, but Berkshire Hathaway adds a steadier, old‑school ballast to this insider‑owned, U.S.-focused lineup.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 11.46% | $347.44K | $5.24T | 24.90% | 76 Outperform | |
| Alphabet Class A | 10.71% | $324.64K | $4.22T | 62.79% | 85 Outperform | |
| Amazon | 8.34% | $252.93K | $2.87T | 16.34% | 71 Outperform | |
| Meta Platforms | 5.26% | $159.34K | $1.47T | -21.75% | 76 Outperform | |
| Tesla | 4.55% | $138.02K | $1.38T | 4.46% | 73 Outperform | |
| Berkshire Hathaway B | 4.10% | $124.41K | $972.35B | 0.40% | 66 Neutral | |
| Broadcom | 2.81% | $85.08K | $1.75T | 24.01% | 76 Outperform | |
| Palantir Technologies | 2.58% | $78.28K | $447.67B | 18.88% | 74 Outperform | |
| Oracle | 2.31% | $69.89K | $434.52B | -33.29% | 66 Neutral | |
| ― | 1.88% | $56.85K | ― | ― | ― |
OWN Technical Analysis
Positive
―
Price Trends
24.51
Positive
Market Momentum
0.17
Positive
56.68
Neutral
72.78
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For OWN, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 25.10, equal to the 50-day MA of 24.51, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.17 indicates Positive momentum. The RSI at 56.68 is Neutral, neither overbought nor oversold. The STOCH value of 72.78 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for OWN.
OWN Peer Comparison
Comparison Results
Performance Comparison
OWN
Inside Ownership 100 ETF
25.23
0.31
1.24%
PRMR
PeakShares RMR Prime Equity ETF
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ALTL
Pacer Lunt Large Cap Alternator ETF
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SPXE
ProShares S&P 500 Ex-Energy ETF
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FCUS
Pinnacle Focused Opportunities ETF
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EGGQ
NestYield Visionary ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis 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.Date of analysis: ―
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