$27.57

-0.04 (-0.14%)

Weekly Expected Move ±0.7%

$27 $27 $28 $28 $28

ETF NASDAQ · AUM $3.0B

Overview Chart Holdings Changes Technicals Analysis Peers Institutions Dark Pool Short Interest Dividends Weather

Institutional Ownership — ANGL

365

Institutional Holders

-2 vs prior quarter

0.0%

Ownership

+0.00pp

Total Invested

New Positions

133

Increased

130

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (405 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	BANK OF AMERICA CORP /DE	18,429,346	$508M	+230,685	+1.3%	15Q	SEC ↗
2	LPL Financial LLC	4,511,388	$124M	-410,342	-8.3%	41Q	SEC ↗
3	Cerity Partners LLC	3,970,297	$109M	+484,928	+13.9%	13Q	SEC ↗
4	Capital Investment Advisors, LLC	3,958,015	$109M	+152,423	+4.0%	35Q	SEC ↗
5	MORGAN STANLEY	3,813,836	$105M	+43,509	+1.2%	41Q	SEC ↗
6	SOUTHERN FARM BUREAU LIFE INSURANCE	2,587,512	$71M	—	+0.0%	23Q	SEC ↗
7	WELLS FARGO & COMPANY/MN	2,381,391	$66M	+80,698	+3.5%	39Q	SEC ↗
8	AMERIPRISE FINANCIAL INC	1,613,122	$44M	+312,783	+24.1%	16Q	SEC ↗
9	Sixth Street Partners Management Compa NEW	1,418,817	$39M	—	+0.0%	1Q	SEC ↗
10	CHARLES SCHWAB INVESTMENT MANAGEMENT I	1,418,817	$39M	-17,405	-1.2%	15Q	SEC ↗
11	1832 Asset Management L.P.	1,320,130	$36M	+32,186	+2.5%	18Q	SEC ↗
12	Kensington Asset Management, LLC	1,244,430	$34M	—	+0.0%	11Q	SEC ↗
13	ALLIANCEBERNSTEIN L.P.	843,238	$23M	-49,907	-5.6%	22Q	SEC ↗
14	EVERGREEN CAPITAL MANAGEMENT LLC	798,375	$22M	+4,081	+0.5%	26Q	SEC ↗
15	RAYMOND JAMES FINANCIAL INC	785,316	$22M	+53,623	+7.3%	7Q	SEC ↗
16	Horizon Investments, LLC	754,038	$21M	+753,206	+90529.6%	15Q	SEC ↗
17	Wealthcare Advisory Partners LLC	708,131	$20M	+19,295	+2.8%	20Q	SEC ↗
18	HOWARD FINANCIAL SERVICES, LTD.	690,639	$19M	+21,463	+3.2%	16Q	SEC ↗
19	CAPE COD FIVE CENTS SAVINGS BANK NEW	602,114	$17M	—	+0.0%	1Q	SEC ↗
20	Ocean Park Asset Management, LLC NEW	595,100	$16M	—	+0.0%	1Q	SEC ↗
21	ENVESTNET ASSET MANAGEMENT INC	587,488	$16M	+66,478	+12.8%	41Q	SEC ↗
22	OSAIC HOLDINGS, INC.	575,402	$16M	+29,220	+5.3%	26Q	SEC ↗
23	Cetera Investment Advisers	528,773	$15M	+47,924	+10.0%	27Q	SEC ↗
24	GUGGENHEIM CAPITAL LLC	522,571	$14M	+18,094	+3.6%	28Q	SEC ↗
25	SCOTIA CAPITAL INC.	501,795	$14M	-49,480	-9.0%	25Q	SEC ↗
26	Summit Financial, LLC	487,919	$13M	+15,089	+3.2%	4Q	SEC ↗
27	Pioneer Family Office, LLC	450,854	$12M	-3,245	-0.7%	3Q	SEC ↗
28	JONES FINANCIAL COMPANIES LLLP	445,242	$12M	+50,859	+12.9%	10Q	SEC ↗
29	Janney Montgomery Scott LLC	433,256	$12M	-117	-0.0%	27Q	SEC ↗
30	Philadelphia Investment Partners, LLC	413,670	$11M	-20,078	-4.6%	2Q	SEC ↗
31	Allworth Financial LP	406,096	$11M	-24,150	-5.6%	33Q	SEC ↗
32	STIFEL FINANCIAL CORP	382,792	$11M	+11,196	+3.0%	34Q	SEC ↗
33	WCG Wealth Advisors LLC	367,392	$10M	+55,335	+17.7%	15Q	SEC ↗
34	Melone Private Wealth, LLC	361,550	$10M	+940	+0.3%	19Q	SEC ↗
35	Cambridge Investment Research Advisors	350,544	$10M	+126,235	+56.3%	39Q	SEC ↗
36	Integrated Wealth Concepts LLC	349,783	$10M	-437,243	-55.6%	17Q	SEC ↗
37	MML INVESTORS SERVICES, LLC	337,721	$9M	+28,451	+9.2%	37Q	SEC ↗
38	FSA WEALTH PARTNERS, INC. NEW	330,056	$9M	—	+0.0%	1Q	SEC ↗
39	Symphony Financial, Ltd. Co.	325,749	$9M	+20,476	+6.7%	18Q	SEC ↗
40	WEALTH ENHANCEMENT ADVISORY SERVICES,	321,348	$9M	-3,548	-1.1%	12Q	SEC ↗
41	American Financial Advisors, LLC	313,910	$9M	-179,830	-36.4%	23Q	SEC ↗
42	Destiny Wealth Partners, LLC	310,481	$9M	-86,673	-21.8%	23Q	SEC ↗
43	Graney & King, LLC	299,399	$8M	+18,637	+6.6%	7Q	SEC ↗
44	Tidal Investments LLC	293,253	$8M	+49,904	+20.5%	2Q	SEC ↗
45	WRAPMANAGER INC	277,135	$8M	+3,499	+1.3%	25Q	SEC ↗
46	SHEPHERD KAPLAN KROCHUK, LLC	275,949	$8M	-7,848	-2.8%	25Q	SEC ↗
47	Elevation Capital Advisory, LLC NEW	274,973	$8M	—	+0.0%	1Q	SEC ↗
48	Emissary Wealth LLC	262,743	$7M	+17,846	+7.3%	3Q	SEC ↗
49	Allianz SE	248,042	$7M	—	+0.0%	3Q	SEC ↗
50	Atlantic Edge Private Wealth Managemen	236,455	$7M	+371	+0.2%	11Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
Sixth Street Partners Management Co	1,418,817	$39M
CAPE COD FIVE CENTS SAVINGS BANK	602,114	$17M
Ocean Park Asset Management, LLC	595,100	$16M
FSA WEALTH PARTNERS, INC.	330,056	$9M
Elevation Capital Advisory, LLC	274,973	$8M
L & S Advisors Inc	185,662	$5M
NATIONAL BANK OF CANADA /FI	148,746	$4M
Ferguson Shapiro LLC	113,980	$3M
Oasis Advisors, LLC	93,974	$3M
DAYMARK WEALTH PARTNERS, LLC	56,506	$2M
Lake Hills Wealth Management, LLC	54,366	$1M
Optivise Advisory Services LLC	53,660	$1M
Pacific Sun Financial Corp	36,999	$1M
Simmons Bank	33,900	$935K
Summit Trail Advisors, LLC	22,150	$611K
Van Diest Capital, LLC	20,562	$567K
Curi Capital, LLC	16,704	$461K
Global Assets Advisory, LLC	16,602	$458K
Cerity Partners Retirement Plan Adv	15,243	$420K
NATIXIS ADVISORS, LLC	14,034	$387K

Sold Out (20)

Holder	Prev Shares	Prev Value
GOLDMAN SACHS GROUP INC	570,612	$16M
One Capital Management, LLC	149,964	$4M
Hershey Financial Advisers, LLC	142,113	$4M
Cooper Financial Group	120,609	$3M
KICKSTAND VENTURES, LLC.	120,601	$3M
Denver PWM, LLC	83,880	$2M
INTEGRITY ALLIANCE, LLC.	73,439	$2M
PLANWISER FINANCIAL, LLC	66,702	$2M
Perissos Private Wealth Management,	61,740	$2M
Mirae Asset Global Investments Co.,	60,413	$2M
CITADEL ADVISORS LLC	59,310	$2M
Triad Wealth Partners, LLC	45,867	$1M
Mutual Advisors, LLC	44,453	$1M
Arrowpoint Investment Partners (Sin	42,100	$1M
SILVER OAK SECURITIES, INCORPORATED	33,550	$925K
Merit Financial Group, LLC	31,027	$855K
Quadrature Capital Ltd	27,036	$745K
Hilltop Holdings Inc.	25,888	$714K
Lifeworks Advisors, LLC	22,665	$625K
MILLENNIUM MANAGEMENT LLC	20,136	$555K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
Horizon Investments, LLC	+753,206	+90529.6%	754,038
Cerity Partners LLC	+484,928	+13.9%	3,970,297
AMERIPRISE FINANCIAL INC	+312,783	+24.1%	1,613,122
BANK OF AMERICA CORP /DE	+230,685	+1.3%	18,429,346
Capital Investment Advisors, LLC	+152,423	+4.0%	3,958,015
Thrivent Financial for Lutherans	+148,393	+203.7%	221,236
Cambridge Investment Research Advis	+126,235	+56.3%	350,544
Private Advisor Group, LLC	+94,488	+212.8%	138,900
Ducere Wealth Management LLC	+88,963	+111.1%	169,009
WELLS FARGO & COMPANY/MN	+80,698	+3.5%	2,381,391
Ascent Advisors, LLC	+72,537	+1577.9%	77,134
ENVESTNET ASSET MANAGEMENT INC	+66,478	+12.8%	587,488
Kingsview Wealth Management, LLC	+64,841	+66.9%	161,698
Breakwater Capital Group	+56,906	+86.8%	122,499
WCG Wealth Advisors LLC	+55,335	+17.7%	367,392
RAYMOND JAMES FINANCIAL INC	+53,623	+7.3%	785,316
JONES FINANCIAL COMPANIES LLLP	+50,859	+12.9%	445,242
Tidal Investments LLC	+49,904	+20.5%	293,253
Cetera Investment Advisers	+47,924	+10.0%	528,773
MORGAN STANLEY	+43,509	+1.2%	3,813,836

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
Strategic Wealth Investment Group,	-535,537	-97.5%	13,858
CYPRESS FINANCIAL PLANNING LLC	-483,517	-98.1%	9,329
Integrated Wealth Concepts LLC	-437,243	-55.6%	349,783
LPL Financial LLC	-410,342	-8.3%	4,511,388
JANE STREET GROUP, LLC	-204,688	-81.9%	45,311
Envestnet Portfolio Solutions, Inc.	-183,375	-95.6%	8,395
American Financial Advisors, LLC	-179,830	-36.4%	313,910
Eddie Patel Inc	-167,083	-91.3%	16,000
NBT BANK, N.A.	-155,520	-78.3%	43,052
KESTRA PRIVATE WEALTH SERVICES, LLC	-89,009	-27.4%	236,026
Destiny Wealth Partners, LLC	-86,673	-21.8%	310,481
COMMONWEALTH EQUITY SERVICES, LLC	-68,744	-39.2%	106,525
Lido Advisors, LLC	-67,521	-49.3%	69,320
Triton Financial Group Inc	-60,913	-53.0%	54,065
ALLIANCEBERNSTEIN L.P.	-49,907	-5.6%	843,238
SCOTIA CAPITAL INC.	-49,480	-9.0%	501,795
Total Clarity Wealth Management, In	-49,274	-80.3%	12,095
Independent Advisor Alliance	-33,224	-69.5%	14,571
OpenArc Corporate Advisory, LLC	-32,173	-29.7%	76,249
BANK OF MONTREAL /CAN	-31,895	-17.6%	148,933

ANGL Institutional Ownership

Institutional Ownership — ANGL

Ownership Trends

Top Institutional Holders (405 total)

Recent Activity

Sign in to InsiderStreet