AIPO Institutional Ownership
Defiance AI & Power Infrastructure ETF
1W: +0.1%
1M: +3.5%
3M: -9.5%
YTD: +13.9%
$28.87
+0.41 (+1.44%)
Weekly Expected Move ±4.7%
$26
$28
$29
$30
$32
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — AIPO
141
Institutional Holders
+86 vs prior quarter
0.0%
Ownership
+0.00pp
270M
Total Invested
89
New Positions
30
Increased
14
Reduced
5
Closed
2.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (143 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Bouchey Financial Group, Ltd. NEW | 1,241,131 | $36M | — | +0.0% | 1Q | SEC ↗ |
| 2 | Focus Partners Wealth | 650,256 | $19M | +280,880 | +76.0% | 2Q | SEC ↗ |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | 509,007 | $15M | +235,095 | +85.8% | 3Q | SEC ↗ |
| 4 | ROYAL BANK OF CANADA | 470,229 | $14M | +79,561 | +20.4% | 4Q | SEC ↗ |
| 5 | RAYMOND JAMES FINANCIAL INC | 450,563 | $13M | +411,001 | +1038.9% | 2Q | SEC ↗ |
| 6 | Cetera Investment Advisers | 375,407 | $11M | +12,815 | +3.5% | 3Q | SEC ↗ |
| 7 | Performance Wealth Partners, LLC NEW | 352,481 | $10M | — | +0.0% | 1Q | SEC ↗ |
| 8 | Silverleafe Capital Partners, LLC | 256,011 | $7M | +64,383 | +33.6% | 2Q | SEC ↗ |
| 9 | FRANKLIN RESOURCES INC NEW | 254,906 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 10 | Members Advisory Group LLC NEW | 234,902 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 11 | Waverly Advisors, LLC NEW | 176,607 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 12 | StoneCrest Wealth Management, Inc. NEW | 171,823 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 13 | INTEGRITY ALLIANCE, LLC. | 167,891 | $5M | +304 | +0.2% | 2Q | SEC ↗ |
| 14 | Farther Finance Advisors, LLC | 164,759 | $5M | -5,073 | -3.0% | 3Q | SEC ↗ |
| 15 | D. E. Shaw & Co., Inc. NEW | 151,910 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 16 | Integrated Wealth Concepts LLC NEW | 149,528 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. NEW | 147,388 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 18 | C2P Capital Advisory Group, LLC d.b.a. | 117,261 | $3M | +67,221 | +134.3% | 2Q | SEC ↗ |
| 19 | PARK AVENUE SECURITIES LLC NEW | 113,961 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 20 | Parallel Advisors, LLC | 87,064 | $3M | -10,516 | -10.8% | 4Q | SEC ↗ |
| 21 | UBS Group AG | 86,239 | $2M | +77,444 | +880.5% | 2Q | SEC ↗ |
| 22 | Westwind Capital NEW | 76,718 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 23 | Capital Investment Advisory Services, | 68,497 | $2M | +36,977 | +117.3% | 3Q | SEC ↗ |
| 24 | WNY Asset Management, LLC NEW | 67,501 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 25 | Perennial Advisors, LLC NEW | 56,114 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 26 | OSAIC HOLDINGS, INC. | 55,448 | $2M | +36,562 | +193.6% | 3Q | SEC ↗ |
| 27 | ENVESTNET ASSET MANAGEMENT INC NEW | 54,182 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 28 | Summit Financial, LLC NEW | 50,375 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 29 | Lionsbridge Wealth Management LLC NEW | 47,220 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 30 | VISTA INVESTMENT PARTNERS II, LLC NEW | 45,784 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 31 | Steward Partners Investment Advisory, | 44,037 | $1M | +40,737 | +1234.5% | 4Q | SEC ↗ |
| 32 | Concurrent Investment Advisors, LLC | 43,592 | $1M | +6,909 | +18.8% | 3Q | SEC ↗ |
| 33 | Sigma Planning Corp | 39,918 | $1M | +21,899 | +121.5% | 3Q | SEC ↗ |
| 34 | Mariner, LLC NEW | 38,593 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 35 | Sanctuary Advisors, LLC NEW | 38,149 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 36 | TRUIST FINANCIAL CORP | 37,713 | $1M | +13,763 | +57.5% | 2Q | SEC ↗ |
| 37 | Mirae Asset Global Investments Co., Lt | 37,510 | $1M | -18,780 | -33.4% | 2Q | SEC ↗ |
| 38 | LPL Financial LLC NEW | 36,490 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 39 | Platform Technology Partners | 34,366 | $992K | +1,973 | +6.1% | 3Q | SEC ↗ |
| 40 | SHP Wealth Management | 33,767 | $975K | +3,807 | +12.7% | 2Q | SEC ↗ |
| 41 | CENTAURUS FINANCIAL, INC. | 33,669 | $972K | -6,192 | -15.5% | 3Q | SEC ↗ |
| 42 | GTS SECURITIES LLC NEW | 33,478 | $967K | — | +0.0% | 1Q | SEC ↗ |
| 43 | Cambridge Investment Research Advisors NEW | 31,695 | $915K | — | +0.0% | 1Q | SEC ↗ |
| 44 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 29,846 | $862K | — | +0.0% | 1Q | SEC ↗ |
| 45 | Arrowroot Family Office, LLC | 28,916 | $835K | -11,950 | -29.2% | 2Q | SEC ↗ |
| 46 | Atria Investments, Inc NEW | 28,612 | $826K | — | +0.0% | 1Q | SEC ↗ |
| 47 | VVR Holdings LLC NEW | 27,973 | $808K | — | +0.0% | 1Q | SEC ↗ |
| 48 | Sunpointe, LLC NEW | 27,889 | $805K | — | +0.0% | 1Q | SEC ↗ |
| 49 | Essex Financial Services, Inc. NEW | 24,780 | $715K | — | +0.0% | 1Q | SEC ↗ |
| 50 | DIVERSIFY WEALTH MANAGEMENT, LLC NEW | 24,106 | $696K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Bouchey Financial Group, Ltd. | 1,241,131 | $36M |
| Performance Wealth Partners, LLC | 352,481 | $10M |
| FRANKLIN RESOURCES INC | 254,906 | $7M |
| Members Advisory Group LLC | 234,902 | $7M |
| Waverly Advisors, LLC | 176,607 | $5M |
| StoneCrest Wealth Management, Inc. | 171,823 | $5M |
| D. E. Shaw & Co., Inc. | 151,910 | $4M |
| Integrated Wealth Concepts LLC | 149,528 | $4M |
| Rockefeller Capital Management L.P. | 147,388 | $4M |
| PARK AVENUE SECURITIES LLC | 113,961 | $3M |
| Westwind Capital | 76,718 | $2M |
| WNY Asset Management, LLC | 67,501 | $2M |
| Perennial Advisors, LLC | 56,114 | $2M |
| ENVESTNET ASSET MANAGEMENT INC | 54,182 | $2M |
| Summit Financial, LLC | 50,375 | $1M |
| Lionsbridge Wealth Management LLC | 47,220 | $1M |
| VISTA INVESTMENT PARTNERS II, LLC | 45,784 | $1M |
| Mariner, LLC | 38,593 | $1M |
| Sanctuary Advisors, LLC | 38,149 | $1M |
| LPL Financial LLC | 36,490 | $1M |
Sold Out (8)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| RETIREMENT CAPITAL STRATEGIES | 41,460 | $1M |
| JANE STREET GROUP, LLC | 38,424 | $1M |
| Tower Research Capital LLC (TRC) | 19,941 | $576K |
| Quadrature Capital Ltd | 13,906 | $401K |
| Kestra Advisory Services, LLC | 2,085 | $60K |
| SageView Advisory Group, LLC | 220 | $6K |
| ASSETMARK, INC | 100 | $3K |
| Larson Financial Group LLC | 10 | $0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | +411,001 | +1038.9% | 450,563 |
| Focus Partners Wealth | +280,880 | +76.0% | 650,256 |
| COMMONWEALTH EQUITY SERVICES, LLC | +235,095 | +85.8% | 509,007 |
| ROYAL BANK OF CANADA | +79,561 | +20.4% | 470,229 |
| UBS Group AG | +77,444 | +880.5% | 86,239 |
| C2P Capital Advisory Group, LLC d.b | +67,221 | +134.3% | 117,261 |
| Silverleafe Capital Partners, LLC | +64,383 | +33.6% | 256,011 |
| Steward Partners Investment Advisor | +40,737 | +1234.5% | 44,037 |
| Capital Investment Advisory Service | +36,977 | +117.3% | 68,497 |
| OSAIC HOLDINGS, INC. | +36,562 | +193.6% | 55,448 |
| MORGAN STANLEY | +22,736 | +90944.0% | 22,761 |
| Sigma Planning Corp | +21,899 | +121.5% | 39,918 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +14,879 | +5951.6% | 15,129 |
| TRUIST FINANCIAL CORP | +13,763 | +57.5% | 37,713 |
| Cetera Investment Advisers | +12,815 | +3.5% | 375,407 |
| Vontobel Holding Ltd. | +7,065 | +81.1% | 15,776 |
| Concurrent Investment Advisors, LLC | +6,909 | +18.8% | 43,592 |
| SHP Wealth Management | +3,807 | +12.7% | 33,767 |
| BANK OF MONTREAL /CAN | +3,330 | +39.7% | 11,711 |
| EFG International AG | +2,860 | +26.0% | 13,860 |
Biggest Decreases (9)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| MIRAE ASSET SECURITIES (USA) INC. | -28,497 | -58.7% | 20,037 |
| Mirae Asset Global Investments Co., | -18,780 | -33.4% | 37,510 |
| CoreCap Advisors, LLC | -14,400 | -50.0% | 14,387 |
| Arrowroot Family Office, LLC | -11,950 | -29.2% | 28,916 |
| Parallel Advisors, LLC | -10,516 | -10.8% | 87,064 |
| CENTAURUS FINANCIAL, INC. | -6,192 | -15.5% | 33,669 |
| Farther Finance Advisors, LLC | -5,073 | -3.0% | 164,759 |
| HighTower Advisors, LLC | -898 | -5.7% | 14,731 |
| Banque Cantonale Vaudoise | -773 | -24.1% | 2,429 |