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ACEP Institutional Ownership

ARS Core Equity Portfolio ETF
1W: -0.6% 1M: -3.0% 3M: +1.0% YTD: +21.0%
$20.00
-0.00 (-0.01%)
 
Weekly Expected Move ±1.5%
$19 $20 $20 $20 $21
ETF NASDAQ · AUM $97.4M

Institutional Ownership — ACEP

3
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
87M
Total Invested
0
New Positions
1
Increased
2
Reduced
0
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (4 total)

# Holder Shares Value Change Change % Holding Period Filing
1 ARS Investment Partners, LLC 4,138,407 $83M -49,158 -1.2% 3Q SEC ↗
2 NewEdge Advisors, LLC 236,310 $5M -1,605 -0.7% 3Q SEC ↗
3 FORTRESS PRIVATE LEDGER, LLC 54,654 $1M +36,010 +193.1% 2Q SEC ↗
4 GTS SECURITIES LLC 0 $0K -17,441 -100.0% 1Q SEC ↗

Recent Activity

New Positions (0)

No new positions this quarter.

Sold Out (1)
HolderPrev SharesPrev Value
GTS SECURITIES LLC 17,441 $349K
Biggest Increases (1)
HolderAddedChange %Total Shares
FORTRESS PRIVATE LEDGER, LLC +36,010 +193.1% 54,654
Biggest Decreases (2)
HolderReducedChange %Total Shares
ARS Investment Partners, LLC -49,158 -1.2% 4,138,407
NewEdge Advisors, LLC -1,605 -0.7% 236,310

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms