ACVU Institutional Ownership
Hartford Quality Value ETF
1W: -0.9%
1M: -2.9%
3M: -0.7%
YTD: +9.5%
$31.20
+0.17 (+0.55%)
Weekly Expected Move ±1.3%
$30
$31
$31
$32
$32
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — ACVU
37
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
28M
Total Invested
8
New Positions
7
Increased
10
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (39 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | JONES FINANCIAL COMPANIES LLLP | 366,449 | $11M | -10,518 | -2.8% | 9Q | SEC ↗ |
| 2 | Modern Wealth Management, LLC | 159,252 | $5M | -833 | -0.5% | 5Q | SEC ↗ |
| 3 | Corient Private Wealth LP | 72,692 | $2M | — | +0.0% | 4Q | SEC ↗ |
| 4 | LPL Financial LLC | 56,167 | $2M | -62 | -0.1% | 11Q | SEC ↗ |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 50,071 | $2M | +21,761 | +76.9% | 2Q | SEC ↗ |
| 6 | DAVENPORT & Co LLC | 47,072 | $1M | -102 | -0.2% | 8Q | SEC ↗ |
| 7 | RAYMOND JAMES FINANCIAL INC | 40,978 | $1M | +12,629 | +44.5% | 5Q | SEC ↗ |
| 8 | Ashton Thomas Private Wealth, LLC | 14,995 | $468K | — | +0.0% | 4Q | SEC ↗ |
| 9 | NATIXIS ADVISORS, LLC | 13,825 | $431K | +2,875 | +26.3% | 3Q | SEC ↗ |
| 10 | EverSource Wealth Advisors, LLC | 8,962 | $280K | — | +0.0% | 11Q | SEC ↗ |
| 11 | Cetera Investment Advisers | 8,798 | $274K | — | +0.0% | 2Q | SEC ↗ |
| 12 | GOLDMAN SACHS GROUP INC NEW | 8,510 | $266K | — | +0.0% | 1Q | SEC ↗ |
| 13 | CITADEL ADVISORS LLC NEW | 8,465 | $264K | — | +0.0% | 1Q | SEC ↗ |
| 14 | MORGAN STANLEY | 8,460 | $264K | +221 | +2.7% | 11Q | SEC ↗ |
| 15 | AE Wealth Management LLC | 7,921 | $247K | — | +0.0% | 2Q | SEC ↗ |
| 16 | Revisor Wealth Management LLC NEW | 7,208 | $225K | — | +0.0% | 1Q | SEC ↗ |
| 17 | FMR LLC | 7,197 | $225K | +6,979 | +3201.4% | 11Q | SEC ↗ |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | 6,418 | $200K | -1,290 | -16.7% | 4Q | SEC ↗ |
| 19 | OSAIC HOLDINGS, INC. | 5,174 | $161K | — | +0.0% | 11Q | SEC ↗ |
| 20 | Global Retirement Partners, LLC NEW | 2,092 | $65K | — | +0.0% | 1Q | SEC ↗ |
| 21 | UBS Group AG | 1,733 | $54K | +1,237 | +249.4% | 2Q | SEC ↗ |
| 22 | CWM, LLC | 1,594 | $50K | — | +0.0% | 10Q | SEC ↗ |
| 23 | THURSTON, SPRINGER, MILLER, HERD & TIT | 1,550 | $48K | -1,682 | -52.0% | 9Q | SEC ↗ |
| 24 | ROYAL BANK OF CANADA | 1,547 | $48K | +183 | +13.4% | 11Q | SEC ↗ |
| 25 | WELLS FARGO & COMPANY/MN NEW | 1,217 | $38K | — | +0.0% | 1Q | SEC ↗ |
| 26 | Capital Investment Advisory Services, | 438 | $14K | — | +0.0% | 3Q | SEC ↗ |
| 27 | Planning Strategies Inc. NEW | 400 | $12K | — | +0.0% | 1Q | SEC ↗ |
| 28 | Steward Partners Investment Advisory, | 373 | $12K | — | +0.0% | 4Q | SEC ↗ |
| 29 | CREATIVE FINANCIAL DESIGNS INC /ADV | 350 | $11K | — | +0.0% | 2Q | SEC ↗ |
| 30 | HARBOUR INVESTMENTS, INC. | 263 | $8K | -545 | -67.5% | 2Q | SEC ↗ |
| 31 | TSFG, LLC | 172 | $5K | — | +0.0% | 11Q | SEC ↗ |
| 32 | CVA Family Office, LLC NEW | 135 | $4K | — | +0.0% | 1Q | SEC ↗ |
| 33 | Integrated Wealth Concepts LLC NEW | 116 | $4K | — | +0.0% | 1Q | SEC ↗ |
| 34 | Rossby Financial, LCC | 66 | $2K | — | +0.0% | 6Q | SEC ↗ |
| 35 | Strategic Wealth Partners, Ltd. | 0 | $0K | — | — | 5Q | SEC ↗ |
| 36 | Ascentis Independent Advisors | 0 | $0K | -400 | -100.0% | 1Q | SEC ↗ |
| 37 | ASSETMARK, INC | 0 | $0K | -66 | -100.0% | 2Q | SEC ↗ |
| 38 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 0 | $0K | -79 | -100.0% | 1Q | SEC ↗ |
| 39 | Matrix Trust Co | 0 | $0K | -10,922 | -100.0% | 9Q | SEC ↗ |
Recent Activity
New Positions (8)
| Holder | Shares | Value |
|---|---|---|
| GOLDMAN SACHS GROUP INC | 8,510 | $266K |
| CITADEL ADVISORS LLC | 8,465 | $264K |
| Revisor Wealth Management LLC | 7,208 | $225K |
| Global Retirement Partners, LLC | 2,092 | $65K |
| WELLS FARGO & COMPANY/MN | 1,217 | $38K |
| Planning Strategies Inc. | 400 | $12K |
| CVA Family Office, LLC | 135 | $4K |
| Integrated Wealth Concepts LLC | 116 | $4K |
Sold Out (4)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Matrix Trust Co | 10,922 | $341K |
| Ascentis Independent Advisors | 400 | $12K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 79 | $2K |
| ASSETMARK, INC | 66 | $2K |
Biggest Increases (7)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +21,761 | +76.9% | 50,071 |
| RAYMOND JAMES FINANCIAL INC | +12,629 | +44.5% | 40,978 |
| FMR LLC | +6,979 | +3201.4% | 7,197 |
| NATIXIS ADVISORS, LLC | +2,875 | +26.3% | 13,825 |
| UBS Group AG | +1,237 | +249.4% | 1,733 |
| MORGAN STANLEY | +221 | +2.7% | 8,460 |
| ROYAL BANK OF CANADA | +183 | +13.4% | 1,547 |
Biggest Decreases (7)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | -10,518 | -2.8% | 366,449 |
| THURSTON, SPRINGER, MILLER, HERD & | -1,682 | -52.0% | 1,550 |
| COMMONWEALTH EQUITY SERVICES, LLC | -1,290 | -16.7% | 6,418 |
| Modern Wealth Management, LLC | -833 | -0.5% | 159,252 |
| HARBOUR INVESTMENTS, INC. | -545 | -67.5% | 263 |
| DAVENPORT & Co LLC | -102 | -0.2% | 47,072 |
| LPL Financial LLC | -62 | -0.1% | 56,167 |