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ARP Institutional Ownership

PMV Adaptive Risk Parity ETF
1W: -0.9% 1M: -0.1% 3M: +4.3% YTD: +12.6% 1Y: +10.6% 3Y: +48.3%
$34.16
+0.09 (+0.26%)
 
Weekly Expected Move ±1.0%
$33 $34 $34 $35 $35
ETF AMEX · AUM $59.1M

Institutional Ownership — ARP

14
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
57M
Total Invested
1
New Positions
6
Increased
6
Reduced
2
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (14 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Latitude Advisors, LLC 739,875 $25M -38,805 -5.0% 15Q SEC ↗
2 PMV Capital Advisers, LLC 613,521 $21M +17,433 +2.9% 7Q SEC ↗
3 Castleview Partners, LLC 117,314 $4M -847 -0.7% 6Q SEC ↗
4 Ausdal Financial Partners, Inc. 65,415 $2M +34,165 +109.3% 4Q SEC ↗
5 Advyzon Investment Management, LLC 64,463 $2M +33,213 +106.3% 4Q SEC ↗
6 INTEGRITY ALLIANCE, LLC. 61,851 $2M +6,155 +11.1% 7Q SEC ↗
7 Accurate Wealth Management, LLC 51,515 $2M +17,682 +52.3% 3Q SEC ↗
8 Innovative Wealth Building LLC 28,142 $961K +3,798 +15.6% 3Q SEC ↗
9 Souders Financial Advisors NEW 14,700 $502K — +0.0% 1Q SEC ↗
10 Balefire, LLC 8,757 $299K -3,538 -28.8% 6Q SEC ↗
11 UBS Group AG 120 $4K -27 -18.4% 3Q SEC ↗
12 MORGAN STANLEY 1 $0K — +0.0% 7Q SEC ↗
13 GTS SECURITIES LLC 0 $0K -347,995 -100.0% 2Q SEC ↗
14 Cambridge Investment Research Advisors 0 $0K -6,770 -100.0% 1Q SEC ↗

Recent Activity

New Positions (1)
HolderSharesValue
Souders Financial Advisors 14,700 $502K
Sold Out (2)
HolderPrev SharesPrev Value
GTS SECURITIES LLC 347,995 $12M
Cambridge Investment Research Advis 6,770 $231K
Biggest Increases (6)
HolderAddedChange %Total Shares
Ausdal Financial Partners, Inc. +34,165 +109.3% 65,415
Advyzon Investment Management, LLC +33,213 +106.3% 64,463
Accurate Wealth Management, LLC +17,682 +52.3% 51,515
PMV Capital Advisers, LLC +17,433 +2.9% 613,521
INTEGRITY ALLIANCE, LLC. +6,155 +11.1% 61,851
Innovative Wealth Building LLC +3,798 +15.6% 28,142
Biggest Decreases (4)
HolderReducedChange %Total Shares
Latitude Advisors, LLC -38,805 -5.0% 739,875
Balefire, LLC -3,538 -28.8% 8,757
Castleview Partners, LLC -847 -0.7% 117,314
UBS Group AG -27 -18.4% 120

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms