AIS Institutional Ownership
VistaShares Artificial Intelligence Supercycle ETF
1W: +2.2%
1M: +15.9%
3M: +0.7%
YTD: +96.7%
$77.61
+1.47 (+1.93%)
Weekly Expected Move ±6.4%
$68
$73
$78
$83
$88
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — AIS
123
Institutional Holders
+67 vs prior quarter
0.0%
Ownership
+0.00pp
293M
Total Invested
71
New Positions
26
Increased
16
Reduced
3
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (125 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 443,558 | $34M | +355,816 | +405.5% | 3Q | SEC ↗ |
| 2 | Gradient Investments LLC NEW | 396,371 | $31M | — | +0.0% | 1Q | SEC ↗ |
| 3 | MAINSTAY CAPITAL MANAGEMENT LLC /ADV NEW | 338,658 | $26M | — | +0.0% | 1Q | SEC ↗ |
| 4 | Beaumont Financial Advisors, LLC | 320,441 | $25M | -30,979 | -8.8% | 4Q | SEC ↗ |
| 5 | Tyche Wealth Partners LLC | 143,420 | $11M | +7,125 | +5.2% | 6Q | SEC ↗ |
| 6 | MARSHALL WACE, LLP | 112,502 | $9M | +91,355 | +432.0% | 3Q | SEC ↗ |
| 7 | FWG Holdings, LLC | 110,584 | $9M | -55,631 | -33.5% | 3Q | SEC ↗ |
| 8 | NewEdge Advisors, LLC | 99,051 | $8M | +45,061 | +83.5% | 3Q | SEC ↗ |
| 9 | MML INVESTORS SERVICES, LLC | 82,119 | $6M | +2,683 | +3.4% | 2Q | SEC ↗ |
| 10 | SFI Advisors, LLC | 79,632 | $6M | -2,340 | -2.9% | 6Q | SEC ↗ |
| 11 | Carter Financial Group, INC. | 78,482 | $6M | +46,902 | +148.5% | 5Q | SEC ↗ |
| 12 | MATHER GROUP, LLC. | 61,272 | $5M | +340 | +0.6% | 2Q | SEC ↗ |
| 13 | Noble Wealth Management PBC | 58,079 | $5M | +34,602 | +147.4% | 4Q | SEC ↗ |
| 14 | Mattson Financial Services, LLC NEW | 57,796 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 15 | ENVESTNET ASSET MANAGEMENT INC NEW | 55,722 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 51,757 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 17 | Cambridge Investment Research Advisors | 48,559 | $4M | +15,712 | +47.8% | 2Q | SEC ↗ |
| 18 | Berbice Capital Management LLC | 46,611 | $4M | +19,210 | +70.1% | 4Q | SEC ↗ |
| 19 | U.S. Capital Wealth Advisors, LLC | 46,345 | $4M | +3,990 | +9.4% | 4Q | SEC ↗ |
| 20 | Kingsview Wealth Management, LLC NEW | 45,262 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 21 | GTS SECURITIES LLC | 41,631 | $3M | -53,011 | -56.0% | 2Q | SEC ↗ |
| 22 | Brookwood Investment Group LLC | 41,564 | $3M | +19,103 | +85.0% | 3Q | SEC ↗ |
| 23 | Arax Advisory Partners NEW | 38,500 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 24 | Bleakley Financial Group, LLC NEW | 37,689 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 25 | Kestra Advisory Services, LLC | 36,997 | $3M | +11,918 | +47.5% | 3Q | SEC ↗ |
| 26 | WEALTH ENHANCEMENT ADVISORY SERVICES, NEW | 32,373 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 27 | Gladstone Institutional Advisory LLC | 31,440 | $2M | +10,150 | +47.7% | 3Q | SEC ↗ |
| 28 | Client First Investment Management LLC NEW | 30,921 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 29 | COMMONWEALTH EQUITY SERVICES, LLC NEW | 29,395 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 30 | SILVER OAK SECURITIES, INCORPORATED NEW | 26,204 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 31 | VISTA INVESTMENT PARTNERS II, LLC NEW | 25,822 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 32 | Equitable Holdings, Inc. | 23,204 | $2M | +1,890 | +8.9% | 3Q | SEC ↗ |
| 33 | Per Stirling Capital Management, LLC. NEW | 21,545 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 34 | Aurora Private Wealth, Inc. | 20,248 | $2M | +2,576 | +14.6% | 3Q | SEC ↗ |
| 35 | BANK OF AMERICA CORP /DE NEW | 18,325 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 36 | ATX Financial Planning, LLC | 17,355 | $1M | -91 | -0.5% | 3Q | SEC ↗ |
| 37 | Mariner, LLC | 17,000 | $1M | +1,546 | +10.0% | 2Q | SEC ↗ |
| 38 | Tidal Investments LLC NEW | 16,492 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 39 | Stratos Wealth Partners, LTD. NEW | 15,085 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 40 | Wealthstar Advisors, LLC | 14,968 | $1M | +1,500 | +11.1% | 5Q | SEC ↗ |
| 41 | World Investment Advisors | 13,158 | $1M | — | +0.0% | 2Q | SEC ↗ |
| 42 | National Philanthropic Trust | 13,137 | $1M | — | +0.0% | 3Q | SEC ↗ |
| 43 | WCG Wealth Advisors LLC NEW | 11,885 | $922K | — | +0.0% | 1Q | SEC ↗ |
| 44 | WILLNER & HELLER, LLC | 10,941 | $849K | +4,529 | +70.6% | 2Q | SEC ↗ |
| 45 | UPTICK PARTNERS, LLC | 9,897 | $768K | +2,821 | +39.9% | 2Q | SEC ↗ |
| 46 | Howard Capital Management, LLC NEW | 9,839 | $764K | — | +0.0% | 1Q | SEC ↗ |
| 47 | D. E. Shaw & Co., Inc. NEW | 9,222 | $716K | — | +0.0% | 1Q | SEC ↗ |
| 48 | CoreCap Advisors, LLC | 9,187 | $713K | -9,075 | -49.7% | 2Q | SEC ↗ |
| 49 | Clear Creek Financial Management, LLC NEW | 9,147 | $710K | — | +0.0% | 1Q | SEC ↗ |
| 50 | Visionary Wealth Advisors NEW | 9,129 | $709K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Gradient Investments LLC | 396,371 | $31M |
| MAINSTAY CAPITAL MANAGEMENT LLC /AD | 338,658 | $26M |
| Mattson Financial Services, LLC | 57,796 | $4M |
| ENVESTNET ASSET MANAGEMENT INC | 55,722 | $4M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 51,757 | $4M |
| Kingsview Wealth Management, LLC | 45,262 | $4M |
| Arax Advisory Partners | 38,500 | $3M |
| Bleakley Financial Group, LLC | 37,689 | $3M |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 32,373 | $3M |
| Client First Investment Management | 30,921 | $2M |
| COMMONWEALTH EQUITY SERVICES, LLC | 29,395 | $2M |
| SILVER OAK SECURITIES, INCORPORATED | 26,204 | $2M |
| VISTA INVESTMENT PARTNERS II, LLC | 25,822 | $2M |
| Per Stirling Capital Management, LL | 21,545 | $2M |
| BANK OF AMERICA CORP /DE | 18,325 | $1M |
| Tidal Investments LLC | 16,492 | $1M |
| Stratos Wealth Partners, LTD. | 15,085 | $1M |
| WCG Wealth Advisors LLC | 11,885 | $922K |
| Howard Capital Management, LLC | 9,839 | $764K |
| D. E. Shaw & Co., Inc. | 9,222 | $716K |
Sold Out (4)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| FLOW TRADERS U.S. LLC | 34,628 | $3M |
| Elequin Capital, LP | 18,562 | $1M |
| SageView Advisory Group, LLC | 818 | $63K |
| Root Financial Partners, LLC | 384 | $30K |
Biggest Increases (20)
Biggest Decreases (13)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| CITADEL ADVISORS LLC | -249,725 | -97.7% | 5,893 |
| JANE STREET GROUP, LLC | -91,809 | -92.2% | 7,781 |
| FWG Holdings, LLC | -55,631 | -33.5% | 110,584 |
| GTS SECURITIES LLC | -53,011 | -56.0% | 41,631 |
| Beaumont Financial Advisors, LLC | -30,979 | -8.8% | 320,441 |
| CoreCap Advisors, LLC | -9,075 | -49.7% | 9,187 |
| KINTRA WEALTH, LLC | -6,003 | -63.7% | 3,424 |
| SFI Advisors, LLC | -2,340 | -2.9% | 79,632 |
| WealthCare Investment Partners, LLC | -1,401 | -29.8% | 3,304 |
| Oxinas Partners, LLC | -500 | -10.2% | 4,400 |
| Farther Finance Advisors, LLC | -395 | -12.0% | 2,898 |
| BECK CAPITAL MANAGEMENT, LLC | -145 | -2.1% | 6,769 |
| ATX Financial Planning, LLC | -91 | -0.5% | 17,355 |