AIFD Institutional Ownership
TCW Artificial Intelligence ETF
1W: +2.6%
1M: +10.8%
3M: +5.1%
YTD: +45.8%
1Y: +55.2%
$55.66
+0.80 (+1.45%)
Weekly Expected Move ±3.1%
$52
$54
$56
$57
$59
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — AIFD
36
Institutional Holders
+7 vs prior quarter
0.0%
Ownership
+0.00pp
41M
Total Invested
12
New Positions
13
Increased
6
Reduced
3
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (39 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 194,642 | 11M | +150,889 | +344.9% | 4Q | SEC ↗ |
| 2 | TCW GROUP INC | 138,153 | 8M | +43,739 | +46.3% | 9Q | SEC ↗ |
| 3 | RAYMOND JAMES FINANCIAL INC | 97,715 | 5M | +73,069 | +296.5% | 5Q | SEC ↗ |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | 71,660 | 4M | +3,673 | +5.4% | 9Q | SEC ↗ |
| 5 | TRUIST FINANCIAL CORP | 23,353 | 1M | +17,109 | +274.0% | 2Q | SEC ↗ |
| 6 | Global Retirement Partners, LLC NEW | 21,641 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 19,300 | 1M | +2,607 | +15.6% | 9Q | SEC ↗ |
| 8 | Cambridge Investment Research Advisors | 16,936 | 943K | +6,057 | +55.7% | 5Q | SEC ↗ |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15,687 | 873K | -12,713 | -44.8% | 2Q | SEC ↗ |
| 10 | Lido Advisors, LLC NEW | 14,413 | 802K | — | +0.0% | 1Q | SEC ↗ |
| 11 | Mesirow Financial Investment Managemen | 13,536 | 753K | +7,306 | +117.3% | 2Q | SEC ↗ |
| 12 | KPP Advisory Services LLC NEW | 12,421 | 691K | — | +0.0% | 1Q | SEC ↗ |
| 13 | Sigma Planning Corp | 12,388 | 690K | -940 | -7.1% | 9Q | SEC ↗ |
| 14 | OSAIC HOLDINGS, INC. | 10,434 | 581K | +3,350 | +47.3% | 9Q | SEC ↗ |
| 15 | Mutual Advisors, LLC | 10,020 | 558K | -150 | -1.5% | 5Q | SEC ↗ |
| 16 | HighTower Advisors, LLC | 9,920 | 552K | +95 | +1.0% | 7Q | SEC ↗ |
| 17 | CITADEL ADVISORS LLC | 9,805 | 546K | +2,909 | +42.2% | 3Q | SEC ↗ |
| 18 | MML INVESTORS SERVICES, LLC | 9,268 | 516K | +2,027 | +28.0% | 2Q | SEC ↗ |
| 19 | GK Wealth Management LLC NEW | 7,884 | 439K | — | +0.0% | 1Q | SEC ↗ |
| 20 | Corient Private Wealth LP | 7,000 | 390K | — | +0.0% | 6Q | SEC ↗ |
| 21 | J.W. COLE ADVISORS, INC. | 5,905 | 329K | — | +0.0% | 4Q | SEC ↗ |
| 22 | Revisor Wealth Management LLC NEW | 5,558 | 309K | — | +0.0% | 1Q | SEC ↗ |
| 23 | Cyndeo Wealth Partners, LLC NEW | 4,341 | 242K | — | +0.0% | 1Q | SEC ↗ |
| 24 | Belvedere Trading LLC NEW | 3,715 | 207K | — | +0.0% | 1Q | SEC ↗ |
| 25 | Sunbelt Securities, Inc. | 1,169 | 65K | -900 | -43.5% | 8Q | SEC ↗ |
| 26 | MERCER GLOBAL ADVISORS INC /ADV NEW | 947 | 53K | — | +0.0% | 1Q | SEC ↗ |
| 27 | FMR LLC | 848 | 47K | +125 | +17.3% | 8Q | SEC ↗ |
| 28 | MORGAN STANLEY | 733 | 41K | — | +0.0% | 6Q | SEC ↗ |
| 29 | HARBOUR INVESTMENTS, INC. | 606 | 34K | — | +0.0% | 4Q | SEC ↗ |
| 30 | Larson Financial Group LLC | 307 | 17K | — | +0.0% | 3Q | SEC ↗ |
| 31 | JPMORGAN CHASE & CO NEW | 219 | 12K | — | +0.0% | 1Q | SEC ↗ |
| 32 | UBS Group AG NEW | 170 | 9K | — | +0.0% | 1Q | SEC ↗ |
| 33 | Federation des caisses Desjardins du Q NEW | 135 | 8K | — | +0.0% | 1Q | SEC ↗ |
| 34 | Front Row Advisors LLC NEW | 109 | 6K | — | +0.0% | 1Q | SEC ↗ |
| 35 | PNC Financial Services Group, Inc. | 0 | 0K | -810 | -100.0% | 1Q | SEC ↗ |
| 36 | Allworth Financial LP | 0 | 0K | -100 | -100.0% | 2Q | SEC ↗ |
| 37 | Destiny Wealth Partners, LLC | 0 | 0K | -100 | -100.0% | 1Q | SEC ↗ |
| 38 | Estate Planners Group, LLC | 0 | 0K | -30 | -100.0% | 1Q | SEC ↗ |
| 39 | JANE STREET GROUP, LLC | 0 | 0K | -39,695 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (12)
| Holder | Shares | Value |
|---|---|---|
| Global Retirement Partners, LLC | 21,641 | 1M |
| Lido Advisors, LLC | 14,413 | 802K |
| KPP Advisory Services LLC | 12,421 | 691K |
| GK Wealth Management LLC | 7,884 | 439K |
| Revisor Wealth Management LLC | 5,558 | 309K |
| Cyndeo Wealth Partners, LLC | 4,341 | 242K |
| Belvedere Trading LLC | 3,715 | 207K |
| MERCER GLOBAL ADVISORS INC /ADV | 947 | 53K |
| JPMORGAN CHASE & CO | 219 | 12K |
| UBS Group AG | 170 | 9K |
| Federation des caisses Desjardins d | 135 | 8K |
| Front Row Advisors LLC | 109 | 6K |
Sold Out (5)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 39,695 | 2M |
| PNC Financial Services Group, Inc. | 810 | 45K |
| Destiny Wealth Partners, LLC | 100 | 6K |
| Allworth Financial LP | 100 | 6K |
| Estate Planners Group, LLC | 30 | 2K |
Biggest Increases (13)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +150,889 | +344.9% | 194,642 |
| RAYMOND JAMES FINANCIAL INC | +73,069 | +296.5% | 97,715 |
| TCW GROUP INC | +43,739 | +46.3% | 138,153 |
| TRUIST FINANCIAL CORP | +17,109 | +274.0% | 23,353 |
| Mesirow Financial Investment Manage | +7,306 | +117.3% | 13,536 |
| Cambridge Investment Research Advis | +6,057 | +55.7% | 16,936 |
| COMMONWEALTH EQUITY SERVICES, LLC | +3,673 | +5.4% | 71,660 |
| OSAIC HOLDINGS, INC. | +3,350 | +47.3% | 10,434 |
| CITADEL ADVISORS LLC | +2,909 | +42.2% | 9,805 |
| ENVESTNET ASSET MANAGEMENT INC | +2,607 | +15.6% | 19,300 |
| MML INVESTORS SERVICES, LLC | +2,027 | +28.0% | 9,268 |
| FMR LLC | +125 | +17.3% | 848 |
| HighTower Advisors, LLC | +95 | +1.0% | 9,920 |
Biggest Decreases (4)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -12,713 | -44.8% | 15,687 |
| Sigma Planning Corp | -940 | -7.1% | 12,388 |
| Sunbelt Securities, Inc. | -900 | -43.5% | 1,169 |
| Mutual Advisors, LLC | -150 | -1.5% | 10,020 |