$78.06

+0.67 (+0.87%)

Weekly Expected Move ±1.7%

$75 $77 $78 $79 $81

ETF AMEX · AUM $174.1M

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

Institutional Ownership — AVDS

Institutional Holders

+8 vs prior quarter

0.0%

Ownership

+0.00pp

248M

Total Invested

New Positions

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (79 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	Vinva Investment Management Ltd NEW	974,709	76M	—	+0.0%	1Q	SEC ↗
2	True North Advisors, LLC	449,544	35M	+40,504	+9.9%	3Q	SEC ↗
3	AMERICAN CENTURY COMPANIES INC	306,235	24M	+53,180	+21.0%	12Q	SEC ↗
4	Freedom Investment Management, Inc.	209,678	16M	+4,495	+2.2%	8Q	SEC ↗
5	ENVESTNET ASSET MANAGEMENT INC	178,264	14M	+17,667	+11.0%	11Q	SEC ↗
6	CWM, LLC	173,363	14M	+17,801	+11.4%	5Q	SEC ↗
7	ADAMSBROWN WEALTH CONSULTANTS LLC	125,642	10M	+5,965	+5.0%	2Q	SEC ↗
8	PARK AVENUE SECURITIES LLC	107,695	8M	+13,343	+14.1%	6Q	SEC ↗
9	Cornerstone Wealth Partners, LLC	89,637	7M	+10,832	+13.7%	3Q	SEC ↗
10	Simplicity Wealth,LLC	89,311	7M	+3,680	+4.3%	6Q	SEC ↗
11	Nvest Wealth Strategies, Inc.	59,263	5M	+3,147	+5.6%	2Q	SEC ↗
12	OneDigital Investment Advisors LLC	54,374	4M	+626	+1.2%	5Q	SEC ↗
13	Integrated Wealth Concepts LLC	50,891	4M	+1,250	+2.5%	5Q	SEC ↗
14	Kelman-Lazarov, Inc.	48,834	4M	-524	-1.1%	8Q	SEC ↗
15	JANE STREET GROUP, LLC	48,558	4M	+16,602	+52.0%	2Q	SEC ↗
16	BOYUM WEALTH ARCHITECTS LLC	46,214	4M	+2,840	+6.5%	2Q	SEC ↗
17	MML INVESTORS SERVICES, LLC	41,623	3M	+6,025	+16.9%	11Q	SEC ↗
18	Mariner, LLC	33,111	3M	+15,913	+92.5%	2Q	SEC ↗
19	LAM GROUP, INC.	23,860	2M	+2,960	+14.2%	12Q	SEC ↗
20	LPL Financial LLC	23,198	2M	+15,423	+198.4%	3Q	SEC ↗
21	CoreCap Advisors, LLC	22,230	2M	+3,435	+18.3%	6Q	SEC ↗
22	Plancorp, LLC	19,453	2M	+3,130	+19.2%	12Q	SEC ↗
23	SUSQUEHANNA INTERNATIONAL GROUP, LLP	18,885	1M	-8,537	-31.1%	3Q	SEC ↗
24	Evanson Financial, LLC NEW	17,263	1M	—	+0.0%	1Q	SEC ↗
25	MONECO ADVISORS, LLC NEW	16,166	1M	—	+0.0%	1Q	SEC ↗
26	ENDEAVOR PRIVATE WEALTH, INC.	16,098	1M	+406	+2.6%	7Q	SEC ↗
27	Atlanta Consulting Group Advisors, LLC	15,499	1M	+1,432	+10.2%	4Q	SEC ↗
28	Cloud Capital Management, LLC	14,998	1M	+1,773	+13.4%	6Q	SEC ↗
29	Ameritas Advisory Services, LLC NEW	14,757	1M	—	+0.0%	1Q	SEC ↗
30	DIXON FNANCIAL SERVICES, INC.	14,540	1M	—	+0.0%	10Q	SEC ↗
31	COMMONWEALTH EQUITY SERVICES, LLC	14,111	1M	+1,193	+9.2%	6Q	SEC ↗
32	Three Arch Wealth Management LLC	12,975	1M	—	+0.0%	3Q	SEC ↗
33	Farther Finance Advisors, LLC	12,787	998K	-798	-5.9%	10Q	SEC ↗
34	Ariadne Wealth Management, LP	12,182	951K	-62	-0.5%	9Q	SEC ↗
35	Evanson Asset Management, LLC	12,053	941K	+3	+0.0%	9Q	SEC ↗
36	Colorado Capital Management, Inc.	9,966	778K	+586	+6.2%	7Q	SEC ↗
37	Werba Rubin Papier Wealth Management	9,768	762K	-177	-1.8%	2Q	SEC ↗
38	Breakwater Capital Group	9,090	710K	+806	+9.7%	5Q	SEC ↗
39	WorthPointe, LLC	8,566	669K	+1,455	+20.5%	3Q	SEC ↗
40	Summit Financial, LLC	7,523	587K	+191	+2.6%	4Q	SEC ↗
41	CARDIFF PARK ADVISORS, LLC	7,128	556K	—	+0.0%	11Q	SEC ↗
42	Ruedi Wealth Management, Inc.	6,766	528K	—	+0.0%	5Q	SEC ↗
43	IFP Advisors, Inc	5,894	460K	+1,564	+36.1%	2Q	SEC ↗
44	Integrity Wealth Solutions LLC	5,373	419K	+313	+6.2%	6Q	SEC ↗
45	MORGAN STANLEY NEW	5,143	401K	—	+0.0%	1Q	SEC ↗
46	ANDERSON HOAGLAND & CO	4,950	386K	+55	+1.1%	2Q	SEC ↗
47	B&D White Capital Company, LLC	4,891	382K	+53	+1.1%	3Q	SEC ↗
48	Kestra Advisory Services, LLC	4,820	376K	+625	+14.9%	3Q	SEC ↗
49	Modera Wealth Management, LLC NEW	4,688	366K	—	+0.0%	1Q	SEC ↗
50	Factor Wealth Management LTD	3,982	311K	+44	+1.1%	4Q	SEC ↗

Recent Activity

New Positions (13)

Holder	Shares	Value
Vinva Investment Management Ltd	974,709	76M
Evanson Financial, LLC	17,263	1M
MONECO ADVISORS, LLC	16,166	1M
Ameritas Advisory Services, LLC	14,757	1M
MORGAN STANLEY	5,143	401K
Modera Wealth Management, LLC	4,688	366K
BANK OF MONTREAL /CAN	1,510	118K
Steward Partners Investment Advisor	1,320	103K
OSAIC HOLDINGS, INC.	885	69K
REAP Financial Group, LLC	146	11K
Global Retirement Partners, LLC	90	7K
UMB Bank, n.a.	73	6K
Atomic Invest LLC	12	1K

Sold Out (9)

Holder	Prev Shares	Prev Value
GTS SECURITIES LLC	31,356	2M
Westwood Wealth Management	3,477	271K
Ascentis Independent Advisors	2,541	198K
WELLS FARGO & COMPANY/MN	1,026	80K
MidAtlantic Capital Management, Inc	303	24K
AE Wealth Management LLC	57	4K
ALBION FINANCIAL GROUP /UT	51	4K
ROYAL BANK OF CANADA	10	1K
Root Financial Partners, LLC	7	1K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
AMERICAN CENTURY COMPANIES INC	+53,180	+21.0%	306,235
True North Advisors, LLC	+40,504	+9.9%	449,544
CWM, LLC	+17,801	+11.4%	173,363
ENVESTNET ASSET MANAGEMENT INC	+17,667	+11.0%	178,264
JANE STREET GROUP, LLC	+16,602	+52.0%	48,558
Mariner, LLC	+15,913	+92.5%	33,111
LPL Financial LLC	+15,423	+198.4%	23,198
PARK AVENUE SECURITIES LLC	+13,343	+14.1%	107,695
Cornerstone Wealth Partners, LLC	+10,832	+13.7%	89,637
MML INVESTORS SERVICES, LLC	+6,025	+16.9%	41,623
ADAMSBROWN WEALTH CONSULTANTS LLC	+5,965	+5.0%	125,642
Freedom Investment Management, Inc.	+4,495	+2.2%	209,678
Simplicity Wealth,LLC	+3,680	+4.3%	89,311
CoreCap Advisors, LLC	+3,435	+18.3%	22,230
Nvest Wealth Strategies, Inc.	+3,147	+5.6%	59,263
Plancorp, LLC	+3,130	+19.2%	19,453
LAM GROUP, INC.	+2,960	+14.2%	23,860
BOYUM WEALTH ARCHITECTS LLC	+2,840	+6.5%	46,214
Cloud Capital Management, LLC	+1,773	+13.4%	14,998
IFP Advisors, Inc	+1,564	+36.1%	5,894

Biggest Decreases (7)

Holder	Reduced	Change %	Total Shares
SUSQUEHANNA INTERNATIONAL GROUP, LL	-8,537	-31.1%	18,885
Farther Finance Advisors, LLC	-798	-5.9%	12,787
Kelman-Lazarov, Inc.	-524	-1.1%	48,834
Werba Rubin Papier Wealth Managemen	-177	-1.8%	9,768
Ariadne Wealth Management, LP	-62	-0.5%	12,182
Lionshead Wealth Management, LLC	-19	-0.6%	2,984
Strategic Wealth Partners, Ltd.	-16	-40.0%	24

AVDS Institutional Ownership

Institutional Ownership — AVDS

Ownership Trends

Top Institutional Holders (79 total)

Recent Activity

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