$120.03

+0.93 (+0.78%)

Weekly Expected Move ±1.4%

$117 $118 $120 $122 $123

ETF AMEX · AUM $27.8B

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

Institutional Ownership — AVUV

1,193

Institutional Holders

+78 vs prior quarter

0.0%

Ownership

+0.00pp

20B

Total Invested

144

New Positions

593

Increased

365

Reduced

Closed

0.67

Put/Call Ratio

Ownership Trends

Top Institutional Holders (1242 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	Creative Planning	21,603,359	2.6B	+1,407,868	+7.0%	23Q	SEC ↗
2	LPL Financial LLC	7,864,486	$944M	+1,336,636	+20.5%	22Q	SEC ↗
3	Focus Partners Wealth	6,563,363	$788M	-102,627	-1.5%	8Q	SEC ↗
4	BANK OF AMERICA CORP /DE	3,459,279	$415M	+635,647	+22.5%	15Q	SEC ↗
5	MORGAN STANLEY	3,408,496	$409M	+107,581	+3.3%	23Q	SEC ↗
6	AMERIPRISE FINANCIAL INC	3,091,988	$371M	+611,831	+24.7%	9Q	SEC ↗
7	Focus Partners Advisor Solutions, LLC	2,999,892	$360M	+515,376	+20.7%	18Q	SEC ↗
8	Mason Investment Advisory Services, In	2,824,089	$339M	-9,009	-0.3%	19Q	SEC ↗
9	Truepoint, Inc.	2,653,956	$319M	-217,977	-7.6%	26Q	SEC ↗
10	NORTHWESTERN MUTUAL WEALTH MANAGEMENT	2,613,184	$314M	+220,228	+9.2%	23Q	SEC ↗
11	ENVESTNET ASSET MANAGEMENT INC	2,398,665	$288M	-95,640	-3.8%	23Q	SEC ↗
12	WELLS FARGO & COMPANY/MN	2,285,615	$274M	+543,529	+31.2%	17Q	SEC ↗
13	RAYMOND JAMES FINANCIAL INC	1,929,481	$232M	+443,148	+29.8%	7Q	SEC ↗
14	Waverly Advisors, LLC	1,801,650	$216M	+391,319	+27.7%	17Q	SEC ↗
15	UBS Group AG	1,607,642	$193M	+157,852	+10.9%	15Q	SEC ↗
16	Plancorp, LLC	1,545,016	$185M	+75,690	+5.2%	27Q	SEC ↗
17	HighTower Advisors, LLC	1,433,034	$172M	+20,680	+1.5%	26Q	SEC ↗
18	TCI Wealth Advisors, Inc.	1,388,724	$167M	+175,962	+14.5%	24Q	SEC ↗
19	Unison Advisors LLC	1,335,841	$160M	+7,308	+0.6%	25Q	SEC ↗
20	OSAIC HOLDINGS, INC.	1,300,542	$156M	-65,547	-4.8%	23Q	SEC ↗
21	Evensky & Katz LLC	1,160,062	$139M	-40,839	-3.4%	19Q	SEC ↗
22	Wealth Management Nebraska NEW	1,133,259	$136M	—	+0.0%	1Q	SEC ↗
23	Plante Moran Financial Advisors, LLC	1,119,113	$134M	+1,118,711	+278286.3%	10Q	SEC ↗
24	Sequoia Financial Advisors, LLC	1,063,743	$128M	-23,399	-2.2%	9Q	SEC ↗
25	Cetera Investment Advisers	1,060,508	$127M	+304,861	+40.3%	15Q	SEC ↗
26	AMERICAN CENTURY COMPANIES INC	1,034,018	$124M	+158,335	+18.1%	15Q	SEC ↗
27	Alesco Advisors, LLC, An ESL Co	1,021,939	$123M	-29,728	-2.8%	11Q	SEC ↗
28	JPMORGAN CHASE & CO	969,133	$116M	+101,269	+11.7%	16Q	SEC ↗
29	Savant Capital, LLC	948,506	$114M	-11,873	-1.2%	14Q	SEC ↗
30	ROYAL BANK OF CANADA	918,011	$110M	+32,398	+3.7%	26Q	SEC ↗
31	RW Investment Management LLC	902,611	$108M	-12,016	-1.3%	2Q	SEC ↗
32	COMMONWEALTH EQUITY SERVICES, LLC	889,271	$107M	-62,977	-6.6%	26Q	SEC ↗
33	Avantax Planning Partners, Inc.	864,456	$104M	+1,890	+0.2%	10Q	SEC ↗
34	Beaird Harris Wealth Management, LLC	749,891	$90M	+1,854	+0.2%	19Q	SEC ↗
35	Foster Group, Inc.	685,757	$82M	-16,635	-2.4%	22Q	SEC ↗
36	Private Advisor Group, LLC	685,640	$82M	+510,329	+291.1%	18Q	SEC ↗
37	Cresset Asset Management, LLC	682,657	$82M	+58,894	+9.4%	9Q	SEC ↗
38	Symmetry Partners, LLC	667,861	$80M	-9,673	-1.4%	11Q	SEC ↗
39	Moisand Fitzgerald Tamayo, LLC	631,595	$76M	-1,254	-0.2%	27Q	SEC ↗
40	Farther Finance Advisors, LLC	629,767	$76M	+71,254	+12.8%	15Q	SEC ↗
41	SATOVSKY ASSET MANAGEMENT LLC	618,166	$74M	-1,772	-0.3%	18Q	SEC ↗
42	PDS Planning, Inc	614,951	$74M	+11,592	+1.9%	8Q	SEC ↗
43	Petersen Hastings Wealth Advisors Inc.	597,318	$72M	-13,566	-2.2%	3Q	SEC ↗
44	Avior Wealth Management, LLC	590,250	$71M	+310,664	+111.1%	10Q	SEC ↗
45	Meredith Wealth Planning	588,447	$71M	-3,519	-0.6%	15Q	SEC ↗
46	Krilogy Financial LLC	573,763	$69M	+10,886	+1.9%	19Q	SEC ↗
47	Corient Private Wealth LP	557,425	$67M	+24,820	+4.7%	15Q	SEC ↗
48	ZIONS BANCORPORATION, NATIONAL ASSOCIA	545,956	$66M	+2,788	+0.5%	5Q	SEC ↗
49	Envestnet Portfolio Solutions, Inc.	545,414	$65M	+4,934	+0.9%	10Q	SEC ↗
50	JONES FINANCIAL COMPANIES LLLP	526,841	$63M	+115,812	+28.2%	13Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
Wealth Management Nebraska	1,133,259	$136M
Summit Portfolio Management, LTD.	333,964	$40M
Northwest Financial Advisors	328,848	$39M
Tidal Investments LLC	174,504	$21M
Diversify Advisory Services, LLC	143,881	$17M
Platform Wealth Management, LLC	127,675	$15M
SAXON INTERESTS, INC.	91,806	$11M
DWM Financial Group, Inc.	84,081	$10M
Liberty Capital Management, Inc.	79,918	$10M
Frontier Asset Management, LLC	67,948	$8M
BridgePort Financial Solutions, LLC	66,873	$8M
AXXCESS WEALTH MANAGEMENT, LLC	62,845	$8M
LARCH CAPITAL PARTNERS LLC	56,400	$7M
Copper Harbor Investment Advisors,	56,340	$7M
Kooman & Associates	56,122	$7M
Verde Capital Management	53,246	$6M
Qube Research & Technologies Ltd	47,706	$6M
KEYBANK NATIONAL ASSOCIATION/OH	47,481	$6M
Code Waechter LLC	44,804	$5M
Clifford Group, LLC	42,687	$5M

Sold Out (20)

Holder	Prev Shares	Prev Value
Empowered Funds, LLC	1,027,165	$123M
McMill Wealth Management	282,097	$34M
Strategic Financial Planning, Inc.	193,975	$23M
Modern Wealth Management, LLC	168,454	$20M
POINCIANA ADVISORS GROUP, LLC	142,800	$17M
SEVEN MILE ADVISORY	106,387	$13M
M Holdings Securities, Inc.	35,606	$4M
LIBERTY ONE INVESTMENT MANAGEMENT,	32,119	$4M
Investor's Fiduciary Advisor Networ	26,786	$3M
Laird Norton Wetherby Trust Company	26,625	$3M
TFB Advisors LLC	23,150	$3M
B. Riley Wealth Advisors, Inc.	16,600	$2M
SOL Capital Management CO	13,970	$2M
Baer Investment Advisory LLC	11,700	$1M
Integrated Advisors Network LLC	9,349	$1M
MARSHALL WACE, LLP	6,371	$765K
Lifestyle Asset Management, Inc.	5,763	$692K
FLOW TRADERS U.S. LLC	5,394	$647K
CONSCIOUS WEALTH INVESTMENTS, LLC	5,166	$620K
Tranquilli Financial Advisor LLC	4,952	$594K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
Creative Planning	+1,407,868	+7.0%	21,603,359
LPL Financial LLC	+1,336,636	+20.5%	7,864,486
Plante Moran Financial Advisors, LL	+1,118,711	+278286.3%	1,119,113
BANK OF AMERICA CORP /DE	+635,647	+22.5%	3,459,279
AMERIPRISE FINANCIAL INC	+611,831	+24.7%	3,091,988
WELLS FARGO & COMPANY/MN	+543,529	+31.2%	2,285,615
Focus Partners Advisor Solutions, L	+515,376	+20.7%	2,999,892
Private Advisor Group, LLC	+510,329	+291.1%	685,640
RAYMOND JAMES FINANCIAL INC	+443,148	+29.8%	1,929,481
Waverly Advisors, LLC	+391,319	+27.7%	1,801,650
Avior Wealth Management, LLC	+310,664	+111.1%	590,250
Cetera Investment Advisers	+304,861	+40.3%	1,060,508
NORTHWESTERN MUTUAL WEALTH MANAGEME	+220,228	+9.2%	2,613,184
Peirce Capital Management, LLC	+179,075	+477.1%	216,611
TCI Wealth Advisors, Inc.	+175,962	+14.5%	1,388,724
Bluespring Wealth Management, LLC	+167,733	+62.8%	434,760
Acumen Wealth Advisors, LLC	+160,957	+79681.7%	161,159
AMERICAN CENTURY COMPANIES INC	+158,335	+18.1%	1,034,018
UBS Group AG	+157,852	+10.9%	1,607,642
Beacon Pointe Advisors, LLC	+144,828	+124.0%	261,635

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
Mariner, LLC	-365,520	-73.2%	134,010
Independent Advisor Alliance	-342,976	-86.8%	52,364
Truepoint, Inc.	-217,977	-7.6%	2,653,956
Flaharty Asset Management, LLC	-191,767	-92.9%	14,622
L2 Asset Management, LLC	-112,780	-47.7%	123,740
Focus Partners Wealth	-102,627	-1.5%	6,563,363
Gateway Wealth Partners, LLC	-100,548	-46.6%	115,160
ENVESTNET ASSET MANAGEMENT INC	-95,640	-3.8%	2,398,665
GREENUP STREET WEALTH MANAGEMENT LL	-81,134	-63.5%	46,582
OXFORD FINANCIAL GROUP, LTD. LLC	-65,926	-11.7%	497,164
OSAIC HOLDINGS, INC.	-65,547	-4.8%	1,300,542
COMMONWEALTH EQUITY SERVICES, LLC	-62,977	-6.6%	889,271
Brookstone Capital Management	-59,165	-52.8%	52,882
Del-Sette Capital Management, LLC	-57,071	-83.4%	11,376
WJ Interests, LLC	-51,423	-24.4%	159,324
Kestra Investment Management, LLC	-49,899	-36.8%	85,683
Evensky & Katz LLC	-40,839	-3.4%	1,160,062
Indivisible Partners	-36,175	-81.4%	8,275
ACORN FINANCIAL ADVISORY SERVICES I	-35,437	-12.9%	239,298
GC Wealth Management RIA, LLC	-34,078	-78.0%	9,593

AVUV Institutional Ownership

Institutional Ownership — AVUV

Ownership Trends

Top Institutional Holders (1242 total)

Recent Activity

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