ATCL Institutional Ownership
REX Autocallable Income ETF
1W: -0.5%
1M: +0.2%
3M: -0.8%
YTD: -2.9%
$24.36
+0.12 (+0.50%)
Weekly Expected Move ±0.9%
$24
$24
$24
$25
$25
Overview
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Holdings
Changes
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Analysis
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Institutional Ownership — ATCL
24
Institutional Holders
+18 vs prior quarter
0.0%
Ownership
+0.00pp
22M
Total Invested
18
New Positions
1
Increased
4
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (24 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | HUB Investment Partners, LLC NEW | 310,436 | 8M | — | +0.0% | 1Q | SEC ↗ |
| 2 | Pinion Investment Advisors, LLC | 112,639 | 3M | +67,198 | +147.9% | 2Q | SEC ↗ |
| 3 | Disciplined Investments, LLC NEW | 80,708 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, NEW | 76,196 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 5 | Wealthcare Advisory Partners LLC NEW | 54,455 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 6 | Snowden Capital Advisors LLC NEW | 41,698 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 7 | GERBER, LLC NEW | 36,854 | 898K | — | +0.0% | 1Q | SEC ↗ |
| 8 | Farther Finance Advisors, LLC NEW | 21,814 | 531K | — | +0.0% | 1Q | SEC ↗ |
| 9 | Millington Financial Advisors, LLC NEW | 21,150 | 515K | — | +0.0% | 1Q | SEC ↗ |
| 10 | HERITAGE OAK WEALTH ADVISORS LLC NEW | 20,591 | 502K | — | +0.0% | 1Q | SEC ↗ |
| 11 | CAP Partners, LLC NEW | 20,400 | 497K | — | +0.0% | 1Q | SEC ↗ |
| 12 | Sanctuary Advisors, LLC NEW | 16,586 | 404K | — | +0.0% | 1Q | SEC ↗ |
| 13 | Maia Wealth LLC NEW | 14,567 | 355K | — | +0.0% | 1Q | SEC ↗ |
| 14 | Box Hill Private Wealth LLC NEW | 13,506 | 329K | — | +0.0% | 1Q | SEC ↗ |
| 15 | SILVER OAK SECURITIES, INCORPORATED NEW | 12,487 | 304K | — | +0.0% | 1Q | SEC ↗ |
| 16 | Legacy Capital Wealth Partners, LLC NEW | 10,584 | 258K | — | +0.0% | 1Q | SEC ↗ |
| 17 | Summit Financial, LLC NEW | 9,362 | 228K | — | +0.0% | 1Q | SEC ↗ |
| 18 | Kingsview Wealth Management, LLC NEW | 8,855 | 216K | — | +0.0% | 1Q | SEC ↗ |
| 19 | PlanVest Financial, Inc NEW | 1,366 | 33K | — | +0.0% | 1Q | SEC ↗ |
| 20 | TOTH FINANCIAL ADVISORY CORP | 10 | 0K | — | +0.0% | 2Q | SEC ↗ |
| 21 | Private Advisor Group, LLC | 0 | 0K | -8,418 | -100.0% | 1Q | SEC ↗ |
| 22 | ROYAL BANK OF CANADA | 0 | 0K | -3,592 | -100.0% | 1Q | SEC ↗ |
| 23 | UBS Group AG | 0 | 0K | -4 | -100.0% | 1Q | SEC ↗ |
| 24 | HighTower Advisors, LLC | 0 | 0K | -56,450 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (18)
| Holder | Shares | Value |
|---|---|---|
| HUB Investment Partners, LLC | 310,436 | 8M |
| Disciplined Investments, LLC | 80,708 | 2M |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 76,196 | 2M |
| Wealthcare Advisory Partners LLC | 54,455 | 1M |
| Snowden Capital Advisors LLC | 41,698 | 1M |
| GERBER, LLC | 36,854 | 898K |
| Farther Finance Advisors, LLC | 21,814 | 531K |
| Millington Financial Advisors, LLC | 21,150 | 515K |
| HERITAGE OAK WEALTH ADVISORS LLC | 20,591 | 502K |
| CAP Partners, LLC | 20,400 | 497K |
| Sanctuary Advisors, LLC | 16,586 | 404K |
| Maia Wealth LLC | 14,567 | 355K |
| Box Hill Private Wealth LLC | 13,506 | 329K |
| SILVER OAK SECURITIES, INCORPORATED | 12,487 | 304K |
| Legacy Capital Wealth Partners, LLC | 10,584 | 258K |
| Summit Financial, LLC | 9,362 | 228K |
| Kingsview Wealth Management, LLC | 8,855 | 216K |
| PlanVest Financial, Inc | 1,366 | 33K |
Sold Out (4)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| HighTower Advisors, LLC | 56,450 | 1M |
| Private Advisor Group, LLC | 8,418 | 205K |
| ROYAL BANK OF CANADA | 3,592 | 88K |
| UBS Group AG | 4 | 0K |
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Pinion Investment Advisors, LLC | +67,198 | +147.9% | 112,639 |
Biggest Decreases (0)
None.