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AIPI Institutional Ownership

REX AI Equity Premium Income ETF
1W: +1.0% 1M: +4.9% 3M: +3.2% YTD: +0.8% 1Y: -5.5%
$37.76
+0.18 (+0.48%)
 
Weekly Expected Move ±1.7%
$36 $37 $38 $38 $39
ETF NASDAQ · AUM $441.8M

Institutional Ownership — AIPI

33
Institutional Holders
-4 vs prior quarter
0.0%
Ownership
+0.00pp
9M
Total Invested
5
New Positions
10
Increased
12
Reduced
6
Closed
0.50
Put/Call Ratio

Ownership Trends

Top Institutional Holders (40 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Qube Research & Technologies Ltd 57,170 $2M +49,342 +630.3% 2Q SEC ↗
2 SBI Securities Co., Ltd. 32,393 $1M +6,144 +23.4% 6Q SEC ↗
3 COMMONWEALTH EQUITY SERVICES, LLC 25,827 $975K -17,866 -40.9% 4Q SEC ↗
4 Brookstone Capital Management 24,889 $940K +3,157 +14.5% 6Q SEC ↗
5 JANE STREET GROUP, LLC NEW 20,444 $772K — +0.0% 1Q SEC ↗
6 Independence Wealth Advisors, LLC 16,493 $623K +624 +3.9% 3Q SEC ↗
7 Steward Partners Investment Advisory, 13,063 $493K — +0.0% 7Q SEC ↗
8 Mariner, LLC 12,400 $468K — +0.0% 5Q SEC ↗
9 Falcon Wealth Planning NEW 9,650 $364K — +0.0% 1Q SEC ↗
10 Janney Montgomery Scott LLC 9,024 $341K +657 +7.9% 3Q SEC ↗
11 HRT FINANCIAL LP 8,494 $321K -20,654 -70.9% 3Q SEC ↗
12 UBS Group AG 7,776 $294K -4,830 -38.3% 3Q SEC ↗
13 DECISION INVESTMENTS, INC 7,462 $282K +72 +1.0% 3Q SEC ↗
14 SUSQUEHANNA INTERNATIONAL GROUP, LLP 5,691 $215K -6,981 -55.1% 7Q SEC ↗
15 TUCKER ASSET MANAGEMENT LLC 4,140 $156K -891 -17.7% 9Q SEC ↗
16 BANK OF MONTREAL /CAN 1,779 $67K — +0.0% 3Q SEC ↗
17 OSAIC HOLDINGS, INC. 1,235 $47K — +0.0% 5Q SEC ↗
18 Allworth Financial LP 1,200 $45K -14 -1.2% 7Q SEC ↗
19 ROYAL BANK OF CANADA 1,013 $38K +83 +8.9% 5Q SEC ↗
20 NFSG Corp NEW 820 $31K — +0.0% 1Q SEC ↗
21 GROUP ONE TRADING LLC NEW 380 $14K — +0.0% 1Q SEC ↗
22 HARBOUR INVESTMENTS, INC. 107 $4K +7 +7.0% 2Q SEC ↗
23 LANARK FINANCIAL, INC. 100 $4K — +0.0% 4Q SEC ↗
24 Mountain Hill Investment Partners Corp 50 $2K +3 +6.4% 4Q SEC ↗
25 Farther Finance Advisors, LLC 35 $1K +2 +6.1% 3Q SEC ↗
26 JPMORGAN CHASE & CO NEW 8 $0K — +0.0% 1Q SEC ↗
27 WELLS FARGO & COMPANY/MN 1 $0K — +0.0% 7Q SEC ↗
28 OneAscent Family Office, LLC 0 $0K -6,080 -100.0% 1Q SEC ↗
29 OLD MISSION CAPITAL LLC 0 $0K -32,059 -100.0% 1Q SEC ↗
30 Legacy Wealth Managment, LLC/ID 0 $0K -43 -100.0% 1Q SEC ↗
31 Sound Income Strategies, LLC 0 $0K -280 -100.0% 2Q SEC ↗
32 Quadrature Capital Ltd 0 $0K -6,978 -100.0% 1Q SEC ↗
33 CWM, LLC 0 $0K -104 -100.0% 1Q SEC ↗
34 MCGUIRE CAPITAL ADVISORS INC 0 $0K -942 -100.0% 1Q SEC ↗
35 CITADEL ADVISORS LLC 0 $0K -16,347 -100.0% 1Q SEC ↗
36 Atlantic Union Bankshares Corp 0 $0K -50 -100.0% 1Q SEC ↗
37 Tactive Advisors, LLC 0 $0K -21,258 -100.0% 1Q SEC ↗
38 MORGAN STANLEY 0 $0K -1 -100.0% 1Q SEC ↗
39 CoreCap Advisors, LLC 0 $0K -4,994 -100.0% 3Q SEC ↗
40 WEALTH ENHANCEMENT ADVISORY SERVICES, 0 $0K -5,968 -100.0% 1Q SEC ↗

Recent Activity

New Positions (5)
HolderSharesValue
JANE STREET GROUP, LLC 20,444 $772K
Falcon Wealth Planning 9,650 $364K
NFSG Corp 820 $31K
GROUP ONE TRADING LLC 380 $14K
JPMORGAN CHASE & CO 8 $0K
Biggest Increases (10)
HolderAddedChange %Total Shares
Qube Research & Technologies Ltd +49,342 +630.3% 57,170
SBI Securities Co., Ltd. +6,144 +23.4% 32,393
Brookstone Capital Management +3,157 +14.5% 24,889
Janney Montgomery Scott LLC +657 +7.9% 9,024
Independence Wealth Advisors, LLC +624 +3.9% 16,493
ROYAL BANK OF CANADA +83 +8.9% 1,013
DECISION INVESTMENTS, INC +72 +1.0% 7,462
HARBOUR INVESTMENTS, INC. +7 +7.0% 107
Mountain Hill Investment Partners C +3 +6.4% 50
Farther Finance Advisors, LLC +2 +6.1% 35
Biggest Decreases (6)
HolderReducedChange %Total Shares
HRT FINANCIAL LP -20,654 -70.9% 8,494
COMMONWEALTH EQUITY SERVICES, LLC -17,866 -40.9% 25,827
SUSQUEHANNA INTERNATIONAL GROUP, LL -6,981 -55.1% 5,691
UBS Group AG -4,830 -38.3% 7,776
TUCKER ASSET MANAGEMENT LLC -891 -17.7% 4,140
Allworth Financial LP -14 -1.2% 1,200

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