BBC Institutional Ownership
Virtus Biotech Clinical Trials ETF
1W: -1.3%
1M: -17.1%
3M: -15.6%
YTD: +18.4%
1Y: +63.3%
3Y: +130.2%
5Y: -5.1%
$44.56
-0.44 (-0.98%)
Weekly Expected Move ±4.8%
$40
$42
$45
$47
$49
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — BBC
28
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
20M
Total Invested
8
New Positions
5
Increased
10
Reduced
7
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (31 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Kera Capital Partners, Inc. | 101,003 | $5M | +11,639 | +13.0% | 3Q | SEC ↗ |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, NEW | 68,536 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 3 | Militia Capital Management LLC | 45,663 | $2M | — | +0.0% | 2Q | SEC ↗ |
| 4 | CITADEL ADVISORS LLC | 42,736 | $2M | +14,652 | +52.2% | 3Q | SEC ↗ |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 38,960 | $2M | -13,093 | -25.2% | 5Q | SEC ↗ |
| 6 | Quantinno Capital Management LP | 23,009 | $1M | +3,626 | +18.7% | 2Q | SEC ↗ |
| 7 | MORGAN STANLEY | 15,026 | $670K | -210 | -1.4% | 46Q | SEC ↗ |
| 8 | LPL Financial LLC | 12,329 | $549K | -103 | -0.8% | 46Q | SEC ↗ |
| 9 | GOLDMAN SACHS GROUP INC NEW | 8,674 | $387K | — | +0.0% | 1Q | SEC ↗ |
| 10 | OSAIC HOLDINGS, INC. | 4,463 | $199K | +3,706 | +489.6% | 5Q | SEC ↗ |
| 11 | ENVESTNET ASSET MANAGEMENT INC NEW | 4,448 | $198K | — | +0.0% | 1Q | SEC ↗ |
| 12 | Worth Asset Management, LLC NEW | 4,093 | $182K | — | +0.0% | 1Q | SEC ↗ |
| 13 | Operose Advisors LLC NEW | 2,274 | $101K | — | +0.0% | 1Q | SEC ↗ |
| 14 | UBS Group AG | 2,096 | $93K | +1,960 | +1441.2% | 5Q | SEC ↗ |
| 15 | Institute for Wealth Management, LLC. NEW | 1,890 | $84K | — | +0.0% | 1Q | SEC ↗ |
| 16 | Dynamic Wealth Strategies, LLC | 927 | $41K | — | +0.0% | 6Q | SEC ↗ |
| 17 | COMPASS FINANCIAL MANAGEMENT LLC NEW | 545 | $24K | — | +0.0% | 1Q | SEC ↗ |
| 18 | GROUP ONE TRADING LLC | 300 | $13K | — | +0.0% | 3Q | SEC ↗ |
| 19 | MERCER GLOBAL ADVISORS INC /ADV NEW | 150 | $7K | — | +0.0% | 1Q | SEC ↗ |
| 20 | Federation des caisses Desjardins du Q | 110 | $5K | — | +0.0% | 34Q | SEC ↗ |
| 21 | Allworth Financial LP | 10 | $0K | — | +0.0% | 15Q | SEC ↗ |
| 22 | Global Assets Advisory, LLC | 0 | $0K | -2,000 | -100.0% | 1Q | SEC ↗ |
| 23 | BLAIR WILLIAM & CO/IL | 0 | $0K | -28 | -100.0% | 1Q | SEC ↗ |
| 24 | New England Capital Financial Advisors | 0 | $0K | -158 | -100.0% | 2Q | SEC ↗ |
| 25 | Aurora Private Wealth, Inc. | 0 | $0K | -11,376 | -100.0% | 1Q | SEC ↗ |
| 26 | FLOW TRADERS U.S. LLC | 0 | $0K | -10,378 | -100.0% | 1Q | SEC ↗ |
| 27 | HRT FINANCIAL LP | 0 | $0K | -6,085 | -100.0% | 1Q | SEC ↗ |
| 28 | JANE STREET GROUP, LLC | 0 | $0K | -7,575 | -100.0% | 3Q | SEC ↗ |
| 29 | AE Wealth Management LLC | 0 | $0K | -41 | -100.0% | 1Q | SEC ↗ |
| 30 | Larson Financial Group LLC | 0 | $0K | -20 | -100.0% | 2Q | SEC ↗ |
| 31 | MML INVESTORS SERVICES, LLC | 0 | $0K | -14,935 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (8)
| Holder | Shares | Value |
|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICE | 68,536 | $3M |
| GOLDMAN SACHS GROUP INC | 8,674 | $387K |
| ENVESTNET ASSET MANAGEMENT INC | 4,448 | $198K |
| Worth Asset Management, LLC | 4,093 | $182K |
| Operose Advisors LLC | 2,274 | $101K |
| Institute for Wealth Management, LL | 1,890 | $84K |
| COMPASS FINANCIAL MANAGEMENT LLC | 545 | $24K |
| MERCER GLOBAL ADVISORS INC /ADV | 150 | $7K |
Sold Out (10)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| MML INVESTORS SERVICES, LLC | 14,935 | $666K |
| Aurora Private Wealth, Inc. | 11,376 | $507K |
| FLOW TRADERS U.S. LLC | 10,378 | $462K |
| JANE STREET GROUP, LLC | 7,575 | $338K |
| HRT FINANCIAL LP | 6,085 | $271K |
| Global Assets Advisory, LLC | 2,000 | $89K |
| New England Capital Financial Advis | 158 | $7K |
| AE Wealth Management LLC | 41 | $2K |
| BLAIR WILLIAM & CO/IL | 28 | $1K |
| Larson Financial Group LLC | 20 | $1K |
Biggest Increases (5)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CITADEL ADVISORS LLC | +14,652 | +52.2% | 42,736 |
| Kera Capital Partners, Inc. | +11,639 | +13.0% | 101,003 |
| OSAIC HOLDINGS, INC. | +3,706 | +489.6% | 4,463 |
| Quantinno Capital Management LP | +3,626 | +18.7% | 23,009 |
| UBS Group AG | +1,960 | +1441.2% | 2,096 |
Biggest Decreases (3)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -13,093 | -25.2% | 38,960 |
| MORGAN STANLEY | -210 | -1.4% | 15,026 |
| LPL Financial LLC | -103 | -0.8% | 12,329 |