$10.69

+0.03 (+0.27%)

Weekly Expected Move ±0.6%

$11 $11 $11 $11 $11

ETF NASDAQ · AUM $119.4M

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

Institutional Ownership — AOHY

Institutional Holders

+6 vs prior quarter

0.0%

Ownership

+0.00pp

76M

Total Invested

New Positions

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (44 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	Arkadios Wealth Advisors	3,375,960	36M	-481,727	-12.5%	10Q	SEC ↗
2	Angel Oak Capital Advisors, LLC	590,973	6M	-100,000	-14.5%	7Q	SEC ↗
3	UBS Group AG	448,973	5M	+9,821	+2.2%	10Q	SEC ↗
4	NewEdge Wealth, LLC	381,969	4M	+7,312	+2.0%	7Q	SEC ↗
5	Equitable Holdings, Inc.	264,794	3M	+83,344	+45.9%	2Q	SEC ↗
6	LPL Financial LLC	256,208	3M	+36,898	+16.8%	10Q	SEC ↗
7	ENVESTNET ASSET MANAGEMENT INC	244,234	3M	-1,821	-0.7%	10Q	SEC ↗
8	NewEdge Advisors, LLC	201,831	2M	-546	-0.3%	7Q	SEC ↗
9	RAYMOND JAMES FINANCIAL INC	177,608	2M	+30,106	+20.4%	5Q	SEC ↗
10	MML INVESTORS SERVICES, LLC	164,996	2M	+39,288	+31.3%	10Q	SEC ↗
11	Breakwater Capital Group NEW	112,254	1M	—	+0.0%	1Q	SEC ↗
12	MILLINGTON SECURITIES, LLC NEW	108,176	1M	—	+0.0%	1Q	SEC ↗
13	WBI INVESTMENTS, LLC	98,487	1M	-9,689	-9.0%	6Q	SEC ↗
14	Merit Financial Group, LLC	89,248	954K	-10,049	-10.1%	7Q	SEC ↗
15	IFP Advisors, Inc	65,361	699K	+11,499	+21.3%	7Q	SEC ↗
16	JANE STREET GROUP, LLC	64,838	693K	+12,803	+24.6%	10Q	SEC ↗
17	Fifth Third Securities, Inc.	60,009	641K	+355	+0.6%	6Q	SEC ↗
18	Bay Colony Advisory Group, Inc d/b/a B NEW	43,268	463K	—	+0.0%	1Q	SEC ↗
19	MORGAN STANLEY	42,341	453K	-19,985	-32.1%	3Q	SEC ↗
20	Lewis Asset Management, LLC	27,646	296K	+1,509	+5.8%	2Q	SEC ↗
21	Avantax Planning Partners, Inc.	27,102	290K	+4,789	+21.5%	2Q	SEC ↗
22	Creative Planning NEW	25,690	275K	—	+0.0%	1Q	SEC ↗
23	ROYAL BANK OF CANADA	22,495	240K	+9,585	+74.2%	5Q	SEC ↗
24	Worth Asset Management, LLC NEW	20,632	221K	—	+0.0%	1Q	SEC ↗
25	Wealthspire Advisors, LLC	16,201	173K	-1,000	-5.8%	8Q	SEC ↗
26	FLOW TRADERS U.S. LLC NEW	15,625	167K	—	+0.0%	1Q	SEC ↗
27	STIFEL FINANCIAL CORP	14,575	156K	—	+0.0%	9Q	SEC ↗
28	Ausdal Financial Partners, Inc.	12,477	133K	+718	+6.1%	4Q	SEC ↗
29	Kestra Advisory Services, LLC	12,330	132K	+126	+1.0%	3Q	SEC ↗
30	TCFG Investment Advisors, LLC	10,416	111K	+16	+0.2%	2Q	SEC ↗
31	TCFG WEALTH MANAGEMENT, LLC	10,400	111K	+15	+0.1%	7Q	SEC ↗
32	Vise Technologies, Inc. NEW	10,273	110K	—	+0.0%	1Q	SEC ↗
33	EP Wealth Advisors, LLC	10,013	107K	-2,477	-19.8%	2Q	SEC ↗
34	IFG Advisory, LLC NEW	9,198	98K	—	+0.0%	1Q	SEC ↗
35	MERCER GLOBAL ADVISORS INC /ADV NEW	3,691	39K	—	+0.0%	1Q	SEC ↗
36	Davis Capital Management	1,079	12K	—	+0.0%	4Q	SEC ↗
37	OSAIC HOLDINGS, INC. NEW	157	2K	—	+0.0%	1Q	SEC ↗
38	FMR LLC	145	2K	+2	+1.4%	5Q	SEC ↗
39	JPMORGAN CHASE & CO	0	0K	-155	-100.0%	2Q	SEC ↗
40	Private Advisor Group, LLC	0	0K	-25,690	-100.0%	9Q	SEC ↗
41	AE Wealth Management LLC	0	0K	-620	-100.0%	3Q	SEC ↗
42	PFG Investments, LLC	0	0K	-39,939	-100.0%	4Q	SEC ↗
43	AlphaStar Capital Management, LLC	0	0K	-14,362	-100.0%	1Q	SEC ↗
44	CITADEL ADVISORS LLC	0	0K	-46,190	-100.0%	1Q	SEC ↗

Recent Activity

New Positions (10)

Holder	Shares	Value
Breakwater Capital Group	112,254	1M
MILLINGTON SECURITIES, LLC	108,176	1M
Bay Colony Advisory Group, Inc d/b/	43,268	463K
Creative Planning	25,690	275K
Worth Asset Management, LLC	20,632	221K
FLOW TRADERS U.S. LLC	15,625	167K
Vise Technologies, Inc.	10,273	110K
IFG Advisory, LLC	9,198	98K
MERCER GLOBAL ADVISORS INC /ADV	3,691	39K
OSAIC HOLDINGS, INC.	157	2K

Sold Out (6)

Holder	Prev Shares	Prev Value
CITADEL ADVISORS LLC	46,190	494K
PFG Investments, LLC	39,939	427K
Private Advisor Group, LLC	25,690	275K
AlphaStar Capital Management, LLC	14,362	154K
AE Wealth Management LLC	620	7K
JPMORGAN CHASE & CO	155	2K

Biggest Increases (17)

Holder	Added	Change %	Total Shares
Equitable Holdings, Inc.	+83,344	+45.9%	264,794
MML INVESTORS SERVICES, LLC	+39,288	+31.3%	164,996
LPL Financial LLC	+36,898	+16.8%	256,208
RAYMOND JAMES FINANCIAL INC	+30,106	+20.4%	177,608
JANE STREET GROUP, LLC	+12,803	+24.6%	64,838
IFP Advisors, Inc	+11,499	+21.3%	65,361
UBS Group AG	+9,821	+2.2%	448,973
ROYAL BANK OF CANADA	+9,585	+74.2%	22,495
NewEdge Wealth, LLC	+7,312	+2.0%	381,969
Avantax Planning Partners, Inc.	+4,789	+21.5%	27,102
Lewis Asset Management, LLC	+1,509	+5.8%	27,646
Ausdal Financial Partners, Inc.	+718	+6.1%	12,477
Fifth Third Securities, Inc.	+355	+0.6%	60,009
Kestra Advisory Services, LLC	+126	+1.0%	12,330
TCFG Investment Advisors, LLC	+16	+0.2%	10,416
TCFG WEALTH MANAGEMENT, LLC	+15	+0.1%	10,400
FMR LLC	+2	+1.4%	145

Biggest Decreases (9)

Holder	Reduced	Change %	Total Shares
Arkadios Wealth Advisors	-481,727	-12.5%	3,375,960
Angel Oak Capital Advisors, LLC	-100,000	-14.5%	590,973
MORGAN STANLEY	-19,985	-32.1%	42,341
Merit Financial Group, LLC	-10,049	-10.1%	89,248
WBI INVESTMENTS, LLC	-9,689	-9.0%	98,487
EP Wealth Advisors, LLC	-2,477	-19.8%	10,013
ENVESTNET ASSET MANAGEMENT INC	-1,821	-0.7%	244,234
Wealthspire Advisors, LLC	-1,000	-5.8%	16,201
NewEdge Advisors, LLC	-546	-0.3%	201,831

AOHY Institutional Ownership

Institutional Ownership — AOHY

Ownership Trends

Top Institutional Holders (44 total)

Recent Activity

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