$89.69

+0.60 (+0.67%)

Weekly Expected Move ±1.5%

$86 $87 $89 $90 $91

ETF AMEX · AUM $19.5B

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

Institutional Ownership — AVDE

760

Institutional Holders

+64 vs prior quarter

0.0%

Ownership

+0.00pp

15B

Total Invested

New Positions

396

Increased

194

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (781 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	AMERIPRISE FINANCIAL INC	8,831,440	792M	+1,329,006	+17.7%	9Q	SEC ↗
2	AMERICAN CENTURY COMPANIES INC	6,138,581	551M	+1,111,271	+22.1%	15Q	SEC ↗
3	LPL Financial LLC	5,634,103	505M	+1,363,367	+31.9%	21Q	SEC ↗
4	WEALTH ENHANCEMENT ADVISORY SERVICES,	5,369,195	482M	+689,637	+14.7%	13Q	SEC ↗
5	ENVESTNET ASSET MANAGEMENT INC	5,248,750	471M	+332,230	+6.8%	22Q	SEC ↗
6	MISSION WEALTH MANAGEMENT, LP	5,149,175	462M	+1,741,563	+51.1%	3Q	SEC ↗
7	BANK OF AMERICA CORP /DE	4,397,843	394M	+394,419	+9.9%	15Q	SEC ↗
8	MORGAN STANLEY	4,388,303	394M	+537,042	+13.9%	23Q	SEC ↗
9	Bank of New York Mellon Corp	4,356,688	391M	+3,550,988	+440.7%	14Q	SEC ↗
10	NORTHWESTERN MUTUAL WEALTH MANAGEMENT	4,148,065	372M	+608,037	+17.2%	21Q	SEC ↗
11	PNC Financial Services Group, Inc.	3,267,330	293M	+171,165	+5.5%	9Q	SEC ↗
12	Rockwood Wealth Management, LLC	3,165,871	284M	+157,756	+5.2%	19Q	SEC ↗
13	VANTAGEPOINT INVESTMENT ADVISERS LLC	2,919,800	262M	+9,943	+0.3%	4Q	SEC ↗
14	WELLS FARGO & COMPANY/MN	2,886,060	259M	+1,069,048	+58.8%	18Q	SEC ↗
15	HighTower Advisors, LLC	2,673,605	240M	+46,754	+1.8%	26Q	SEC ↗
16	Corient Private Wealth LP	2,271,682	204M	-2,727,581	-54.6%	15Q	SEC ↗
17	MASECO LLP	2,008,367	180M	+50,596	+2.6%	2Q	SEC ↗
18	Advance Capital Management, Inc.	1,854,102	166M	+121,606	+7.0%	5Q	SEC ↗
19	RAYMOND JAMES FINANCIAL INC	1,755,170	157M	+243,559	+16.1%	7Q	SEC ↗
20	UBS Group AG	1,727,133	155M	+139,233	+8.8%	16Q	SEC ↗
21	HB Wealth Management, LLC	1,693,261	152M	+28,334	+1.7%	14Q	SEC ↗
22	Modern Wealth Management, LLC	1,542,262	138M	+733,236	+90.6%	7Q	SEC ↗
23	Annex Advisory Services, LLC	1,504,548	135M	-51,157	-3.3%	11Q	SEC ↗
24	Gradient Investments LLC	1,445,630	130M	+30,844	+2.2%	7Q	SEC ↗
25	Oak Root LLC	1,427,068	128M	—	+0.0%	11Q	SEC ↗
26	CWM, LLC	1,415,086	127M	+264,331	+23.0%	13Q	SEC ↗
27	FIFTH THIRD BANCORP	1,262,823	113M	+176,104	+16.2%	13Q	SEC ↗
28	Waverly Advisors, LLC	1,222,477	110M	+357,998	+41.4%	13Q	SEC ↗
29	Financial Plan, Inc.	1,209,058	108M	+22,667	+1.9%	3Q	SEC ↗
30	Focus Partners Wealth	1,178,813	106M	-111,087	-8.6%	8Q	SEC ↗
31	GREENUP STREET WEALTH MANAGEMENT LLC	1,058,929	95M	-27,567	-2.5%	19Q	SEC ↗
32	Parallel Advisors, LLC	1,046,145	94M	+120,913	+13.1%	5Q	SEC ↗
33	GW HENSSLER & ASSOCIATES LTD	1,030,458	92M	+23,309	+2.3%	3Q	SEC ↗
34	First National Trust Co	1,009,714	91M	-7,419	-0.7%	4Q	SEC ↗
35	Diversified Portfolios, Inc.	994,311	89M	+61,615	+6.6%	19Q	SEC ↗
36	Beacon Pointe Advisors, LLC	926,373	83M	-7,992	-0.9%	4Q	SEC ↗
37	Werba Rubin Papier Wealth Management	876,278	79M	+41,216	+4.9%	2Q	SEC ↗
38	Plancorp, LLC	862,580	77M	-1,985	-0.2%	27Q	SEC ↗
39	&PARTNERS	858,519	77M	+64,518	+8.1%	10Q	SEC ↗
40	Cerity Partners LLC	846,764	76M	-10,734	-1.3%	7Q	SEC ↗
41	Apella Capital, LLC	828,607	74M	+71,359	+9.4%	13Q	SEC ↗
42	CORRECT CAPITAL WEALTH MANAGEMENT	809,847	73M	+11,659	+1.5%	11Q	SEC ↗
43	Simplicity Wealth,LLC	795,696	71M	+147,874	+22.8%	6Q	SEC ↗
44	Cambridge Investment Research Advisors	785,624	70M	+205,448	+35.4%	20Q	SEC ↗
45	Savant Capital, LLC	773,812	69M	+53,288	+7.4%	21Q	SEC ↗
46	ATWOOD & PALMER INC	771,462	69M	+4,010	+0.5%	15Q	SEC ↗
47	JNBA Financial Advisors	769,910	69M	+61,699	+8.7%	2Q	SEC ↗
48	ESL Trust Services, LLC	748,227	67M	+125	+0.0%	17Q	SEC ↗
49	HUB Investment Partners, LLC	736,719	66M	+55,386	+8.1%	3Q	SEC ↗
50	Cresset Asset Management, LLC	723,784	65M	+46,679	+6.9%	13Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
Bluespring Wealth Management, LLC	292,710	26M
Copper Harbor Investment Advisors,	288,147	26M
Hennion & Walsh Asset Management, I	203,767	18M
Jefferies Financial Group Inc.	160,596	14M
Pacific Excel Wealth Advisors, Inc.	132,413	12M
Summit Portfolio Management, LTD.	118,445	11M
Coign Capital Advisors LLC	85,690	8M
CROBAN	81,670	7M
ELEVATION POINT WEALTH PARTNERS, LL	81,618	7M
AXXCESS WEALTH MANAGEMENT, LLC	74,484	7M
MONECO ADVISORS, LLC	60,372	5M
Allied Private Wealth LLC	45,515	4M
Global Retirement Partners, LLC	44,195	4M
Markowski Investments	42,103	4M
FCG Investment Co	34,931	3M
Diversify Advisory Services, LLC	34,632	3M
Hilton Head Capital Partners, LLC	32,145	3M
Evanson Financial, LLC	27,414	2M
Nuveen, LLC	24,898	2M
NFSG Corp	22,465	2M

Sold Out (20)

Holder	Prev Shares	Prev Value
Strategic Financial Planning, Inc.	633,360	57M
Independent Advisor Alliance	89,535	8M
JANE STREET GROUP, LLC	86,224	8M
CORE WEALTH ADVISORS, LLC	79,860	7M
PREVAIL INNOVATIVE WEALTH ADVISORS,	59,829	5M
NOVEM GROUP	59,161	5M
Vise Technologies, Inc.	43,565	4M
Laird Norton Wetherby Trust Company	22,108	2M
SOL Capital Management CO	19,769	2M
SEGALL BRYANT & HAMILL, LLC	18,230	2M
EVOKE WEALTH, LLC	17,354	2M
GTS SECURITIES LLC	12,465	1M
Prime Buchholz LLC	7,511	674K
Quadrature Capital Ltd	7,502	673K
TFB Advisors LLC	6,910	620K
Fisher Asset Management, LLC	4,053	364K
Blue Trust, Inc.	3,890	349K
Magnus Financial Group LLC	3,402	305K
Envestnet Portfolio Solutions, Inc.	2,894	260K
GWN SECURITIES INC.	2,886	259K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
Bank of New York Mellon Corp	+3,550,988	+440.7%	4,356,688
MISSION WEALTH MANAGEMENT, LP	+1,741,563	+51.1%	5,149,175
LPL Financial LLC	+1,363,367	+31.9%	5,634,103
AMERIPRISE FINANCIAL INC	+1,329,006	+17.7%	8,831,440
AMERICAN CENTURY COMPANIES INC	+1,111,271	+22.1%	6,138,581
WELLS FARGO & COMPANY/MN	+1,069,048	+58.8%	2,886,060
Modern Wealth Management, LLC	+733,236	+90.6%	1,542,262
WEALTH ENHANCEMENT ADVISORY SERVICE	+689,637	+14.7%	5,369,195
NORTHWESTERN MUTUAL WEALTH MANAGEME	+608,037	+17.2%	4,148,065
MORGAN STANLEY	+537,042	+13.9%	4,388,303
BANK OF AMERICA CORP /DE	+394,419	+9.9%	4,397,843
Perkins Coie Trust Co	+379,102	+10279.3%	382,790
EP Wealth Advisors, LLC	+374,584	+288.6%	504,383
Waverly Advisors, LLC	+357,998	+41.4%	1,222,477
ENVESTNET ASSET MANAGEMENT INC	+332,230	+6.8%	5,248,750
CWM, LLC	+264,331	+23.0%	1,415,086
RAYMOND JAMES FINANCIAL INC	+243,559	+16.1%	1,755,170
Cambridge Investment Research Advis	+205,448	+35.4%	785,624
FIFTH THIRD BANCORP	+176,104	+16.2%	1,262,823
Elyxium Wealth, LLC	+172,248	+157.9%	281,339

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
Corient Private Wealth LP	-2,727,581	-54.6%	2,271,682
Henderson Brothers Financial Partne	-157,568	-48.1%	169,952
Focus Partners Wealth	-111,087	-8.6%	1,178,813
Gateway Wealth Partners, LLC	-100,677	-47.9%	109,637
COMMONWEALTH EQUITY SERVICES, LLC	-85,144	-11.7%	644,212
Annex Advisory Services, LLC	-51,157	-3.3%	1,504,548
EverSource Wealth Advisors, LLC	-46,068	-16.6%	231,308
Private Advisor Group, LLC	-45,796	-14.1%	278,559
CITADEL ADVISORS LLC	-34,974	-90.2%	3,820
Mariner, LLC	-34,917	-46.8%	39,734
Accordant Advisory Group Inc	-33,097	-99.9%	40
GREENUP STREET WEALTH MANAGEMENT LL	-27,567	-2.5%	1,058,929
Disciplina Capital Management LLC	-21,289	-9.1%	211,545
Cerro Pacific Wealth Advisors LLC	-17,128	-55.8%	13,571
RENAISSANCE TECHNOLOGIES LLC	-17,000	-65.6%	8,900
Summit Financial, LLC	-16,146	-7.7%	194,245
Torren Management, LLC	-14,582	-5.7%	240,973
BSW Wealth Partners	-14,070	-2.3%	599,240
Advisory Services Network, LLC	-12,222	-20.4%	47,680
BCWM, LLC	-11,992	-4.8%	236,843

AVDE Institutional Ownership

Institutional Ownership — AVDE

Ownership Trends

Top Institutional Holders (781 total)

Recent Activity

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