AMID Institutional Ownership
Argent Mid Cap ETF
1W: +1.9%
1M: +3.1%
3M: +2.3%
YTD: +9.4%
1Y: +9.2%
3Y: +44.7%
$37.05
+0.44 (+1.19%)
Weekly Expected Move ±1.6%
$36
$36
$37
$38
$38
Overview
Chart
Holdings
Changes
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Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — AMID
24
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
91M
Total Invested
3
New Positions
3
Increased
13
Reduced
7
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (28 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MONETA GROUP INVESTMENT ADVISORS LLC | 1,756,927 | 65M | -47,351 | -2.6% | 16Q | SEC ↗ |
| 2 | Corient Private Wealth LP | 279,796 | 10M | +141,362 | +102.1% | 5Q | SEC ↗ |
| 3 | Orion Porfolio Solutions, LLC | 226,977 | 8M | -5,265 | -2.3% | 8Q | SEC ↗ |
| 4 | Maia Wealth LLC | 82,266 | 3M | +10,941 | +15.3% | 8Q | SEC ↗ |
| 5 | Krilogy Financial LLC | 72,802 | 3M | +27,156 | +59.5% | 2Q | SEC ↗ |
| 6 | GTS SECURITIES LLC | 18,967 | 703K | -17 | -0.1% | 3Q | SEC ↗ |
| 7 | Directional Asset Management | 18,040 | 668K | -8,790 | -32.8% | 3Q | SEC ↗ |
| 8 | RAYMOND JAMES FINANCIAL INC | 14,800 | 548K | — | +0.0% | 7Q | SEC ↗ |
| 9 | ARGENT CAPITAL MANAGEMENT LLC | 11,915 | 442K | — | +0.0% | 6Q | SEC ↗ |
| 10 | Global Retirement Partners, LLC NEW | 2,383 | 88K | — | +0.0% | 1Q | SEC ↗ |
| 11 | Integrated Wealth Concepts LLC NEW | 2,121 | 79K | — | +0.0% | 1Q | SEC ↗ |
| 12 | JPMORGAN CHASE & CO NEW | 1,768 | 66K | — | +0.0% | 1Q | SEC ↗ |
| 13 | OSAIC HOLDINGS, INC. | 1,475 | 55K | -29 | -1.9% | 5Q | SEC ↗ |
| 14 | CWM, LLC NEW | 509 | 19K | — | +0.0% | 1Q | SEC ↗ |
| 15 | MPWM ADVISORY SOLUTIONS, LLC | 189 | 7K | — | +0.0% | 7Q | SEC ↗ |
| 16 | WELLS FARGO & COMPANY/MN | 175 | 6K | -3,571 | -95.3% | 3Q | SEC ↗ |
| 17 | Private Wealth Asset Management, LLC | 170 | 6K | — | +0.0% | 6Q | SEC ↗ |
| 18 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 9 | 0K | — | +0.0% | 2Q | SEC ↗ |
| 19 | SageView Advisory Group, LLC | 0 | 0K | -804 | -100.0% | 1Q | SEC ↗ |
| 20 | UPTICK PARTNERS, LLC | 0 | 0K | -6,932 | -100.0% | 2Q | SEC ↗ |
| 21 | UBS Group AG | 0 | 0K | -1 | -100.0% | 1Q | SEC ↗ |
| 22 | CORE WEALTH ADVISORS, LLC | 0 | 0K | -589 | -100.0% | 1Q | SEC ↗ |
| 23 | JANE STREET GROUP, LLC | 0 | 0K | -6,578 | -100.0% | 1Q | SEC ↗ |
| 24 | SEGALL BRYANT & HAMILL, LLC | 0 | 0K | -18,077 | -100.0% | 1Q | SEC ↗ |
| 25 | Vision Retirement, LLC | 0 | 0K | -62 | -100.0% | 1Q | SEC ↗ |
| 26 | CITADEL ADVISORS LLC | 0 | 0K | -8,366 | -100.0% | 1Q | SEC ↗ |
| 27 | Clark Wealth Partners | 0 | 0K | -479 | -100.0% | 6Q | SEC ↗ |
| 28 | VISTA FINANCE, LLC | 0 | 0K | -141,917 | -100.0% | 5Q | SEC ↗ |
Recent Activity
New Positions (4)
| Holder | Shares | Value |
|---|---|---|
| Global Retirement Partners, LLC | 2,383 | 88K |
| Integrated Wealth Concepts LLC | 2,121 | 79K |
| JPMORGAN CHASE & CO | 1,768 | 66K |
| CWM, LLC | 509 | 19K |
Sold Out (10)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| VISTA FINANCE, LLC | 141,917 | 5M |
| SEGALL BRYANT & HAMILL, LLC | 18,077 | 670K |
| CITADEL ADVISORS LLC | 8,366 | 310K |
| UPTICK PARTNERS, LLC | 6,932 | 257K |
| JANE STREET GROUP, LLC | 6,578 | 244K |
| SageView Advisory Group, LLC | 804 | 30K |
| CORE WEALTH ADVISORS, LLC | 589 | 22K |
| Clark Wealth Partners | 479 | 18K |
| Vision Retirement, LLC | 62 | 2K |
| UBS Group AG | 1 | 0K |
Biggest Increases (3)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Corient Private Wealth LP | +141,362 | +102.1% | 279,796 |
| Krilogy Financial LLC | +27,156 | +59.5% | 72,802 |
| Maia Wealth LLC | +10,941 | +15.3% | 82,266 |
Biggest Decreases (6)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| MONETA GROUP INVESTMENT ADVISORS LL | -47,351 | -2.6% | 1,756,927 |
| Directional Asset Management | -8,790 | -32.8% | 18,040 |
| Orion Porfolio Solutions, LLC | -5,265 | -2.3% | 226,977 |
| WELLS FARGO & COMPANY/MN | -3,571 | -95.3% | 175 |
| OSAIC HOLDINGS, INC. | -29 | -1.9% | 1,475 |
| GTS SECURITIES LLC | -17 | -0.1% | 18,967 |