BBLU Institutional Ownership
EA Bridgeway Blue Chip ETF
1W: -1.2%
1M: -1.1%
3M: +2.1%
YTD: +12.9%
1Y: +15.3%
3Y: +87.2%
$17.19
+0.10 (+0.59%)
Weekly Expected Move ±1.4%
$17
$17
$17
$17
$18
Overview
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Holdings
Changes
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Analysis
Peers
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Short Interest
Dividends
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Institutional Ownership — BBLU
77
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
171M
Total Invested
6
New Positions
25
Increased
24
Reduced
6
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (84 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Cetera Investment Advisers | 1,821,718 | $31M | +325,139 | +21.7% | 10Q | SEC ↗ |
| 2 | Annex Advisory Services, LLC | 1,389,231 | $24M | -22,456 | -1.6% | 3Q | SEC ↗ |
| 3 | RAYMOND JAMES FINANCIAL INC | 1,088,094 | $19M | +7,225 | +0.7% | 7Q | SEC ↗ |
| 4 | D.A. DAVIDSON & CO. | 738,293 | $13M | +238,353 | +47.7% | 4Q | SEC ↗ |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | 656,479 | $11M | +19,757 | +3.1% | 15Q | SEC ↗ |
| 6 | OSAIC HOLDINGS, INC. | 632,041 | $11M | +65,685 | +11.6% | 15Q | SEC ↗ |
| 7 | Oxford Wealth Group, LLC | 542,397 | $9M | +71,848 | +15.3% | 3Q | SEC ↗ |
| 8 | Cambridge Investment Research Advisors | 396,447 | $7M | +12,658 | +3.3% | 15Q | SEC ↗ |
| 9 | LPL Financial LLC | 387,287 | $7M | +72,627 | +23.1% | 15Q | SEC ↗ |
| 10 | Allworth Financial LP | 339,699 | $6M | -28,201 | -7.7% | 6Q | SEC ↗ |
| 11 | Ameritas Advisory Services, LLC | 221,668 | $4M | +163,536 | +281.3% | 10Q | SEC ↗ |
| 12 | MML INVESTORS SERVICES, LLC | 209,616 | $4M | +43,592 | +26.3% | 9Q | SEC ↗ |
| 13 | ENVESTNET ASSET MANAGEMENT INC | 193,212 | $3M | +24,843 | +14.8% | 15Q | SEC ↗ |
| 14 | ROYAL BANK OF CANADA | 166,007 | $3M | -18,637 | -10.1% | 15Q | SEC ↗ |
| 15 | Advisory Services Network, LLC | 151,502 | $3M | +9,220 | +6.5% | 2Q | SEC ↗ |
| 16 | Concurrent Investment Advisors, LLC | 133,370 | $2M | +8,043 | +6.4% | 8Q | SEC ↗ |
| 17 | Arete Wealth Advisors, LLC | 107,637 | $2M | +5,516 | +5.4% | 4Q | SEC ↗ |
| 18 | Synergy Asset Management, LLC NEW | 80,012 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 19 | Geneos Wealth Management Inc. | 70,887 | $1M | -3,572 | -4.8% | 7Q | SEC ↗ |
| 20 | THOROUGHBRED FINANCIAL SERVICES, LLC | 70,414 | $1M | +3,349 | +5.0% | 10Q | SEC ↗ |
| 21 | Dynamic Advisor Solutions LLC | 70,005 | $1M | -20 | -0.0% | 13Q | SEC ↗ |
| 22 | Envision Financial Transparency, LLC | 58,479 | $1M | — | +0.0% | 2Q | SEC ↗ |
| 23 | GWN SECURITIES INC. | 56,938 | $979K | -6,103 | -9.7% | 7Q | SEC ↗ |
| 24 | JPMORGAN CHASE & CO | 55,490 | $954K | +6,419 | +13.1% | 5Q | SEC ↗ |
| 25 | WEDBUSH SECURITIES INC | 48,715 | $837K | -6,700 | -12.1% | 8Q | SEC ↗ |
| 26 | Lifetime Wealth Management P.C. | 46,399 | $798K | -38,893 | -45.6% | 3Q | SEC ↗ |
| 27 | American Trust | 46,338 | $797K | -1,067 | -2.3% | 5Q | SEC ↗ |
| 28 | MERCER GLOBAL ADVISORS INC /ADV | 45,319 | $779K | — | +0.0% | 15Q | SEC ↗ |
| 29 | KANE INVESTMENT MANAGEMENT, INC. | 41,658 | $716K | +927 | +2.3% | 6Q | SEC ↗ |
| 30 | Main Street Group, LTD | 41,341 | $711K | +2,345 | +6.0% | 5Q | SEC ↗ |
| 31 | SMITH SHELLNUT WILSON LLC /ADV | 39,838 | $685K | +10,128 | +34.1% | 3Q | SEC ↗ |
| 32 | PARK AVENUE SECURITIES LLC | 35,442 | $609K | -1,521 | -4.1% | 6Q | SEC ↗ |
| 33 | Bravias Capital Group, LLC | 34,945 | $601K | -611 | -1.7% | 7Q | SEC ↗ |
| 34 | Mutual Advisors, LLC | 28,056 | $482K | -99 | -0.4% | 8Q | SEC ↗ |
| 35 | Janney Montgomery Scott LLC | 26,384 | $454K | -2,416 | -8.4% | 10Q | SEC ↗ |
| 36 | Ethos Financial Group, LLC | 24,000 | $413K | — | +0.0% | 5Q | SEC ↗ |
| 37 | Kestra Advisory Services, LLC | 22,342 | $384K | -500 | -2.2% | 7Q | SEC ↗ |
| 38 | Modera Wealth Management, LLC | 19,546 | $336K | — | +0.0% | 13Q | SEC ↗ |
| 39 | TRUIST FINANCIAL CORP | 19,429 | $334K | -19 | -0.1% | 15Q | SEC ↗ |
| 40 | FOUNDERS FINANCIAL SECURITIES LLC NEW | 19,408 | $334K | — | +0.0% | 1Q | SEC ↗ |
| 41 | STEPHENS INC /AR | 16,652 | $286K | -49 | -0.3% | 5Q | SEC ↗ |
| 42 | CAPITAL WEALTH MANAGEMENT, LLC | 16,190 | $278K | +5,365 | +49.6% | 2Q | SEC ↗ |
| 43 | Redwood Financial Network Corp | 15,231 | $262K | -201 | -1.3% | 3Q | SEC ↗ |
| 44 | Accel Wealth Management | 14,268 | $245K | — | +0.0% | 13Q | SEC ↗ |
| 45 | Midwest Trust Co | 14,185 | $244K | — | +0.0% | 5Q | SEC ↗ |
| 46 | Ausdal Financial Partners, Inc. | 14,131 | $243K | — | +0.0% | 7Q | SEC ↗ |
| 47 | Beacon Pointe Advisors, LLC | 13,456 | $231K | — | +0.0% | 15Q | SEC ↗ |
| 48 | NFSG Corp | 13,300 | $229K | +2,409 | +22.1% | 3Q | SEC ↗ |
| 49 | Avantax Planning Partners, Inc. | 13,169 | $226K | — | +0.0% | 2Q | SEC ↗ |
| 50 | Brookstone Capital Management NEW | 12,150 | $209K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (6)
| Holder | Shares | Value |
|---|---|---|
| Synergy Asset Management, LLC | 80,012 | $1M |
| FOUNDERS FINANCIAL SECURITIES LLC | 19,408 | $334K |
| Brookstone Capital Management | 12,150 | $209K |
| Integrated Wealth Concepts LLC | 10,635 | $183K |
| JONES FINANCIAL COMPANIES LLLP | 127 | $2K |
| FIDUCIARY FINANCIAL ADVISORS | 23 | $0K |
Sold Out (13)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| MAGNOLIA CAPITAL ADVISORS LLC | 53,934 | $927K |
| PRINCIPAL SECURITIES, INC. | 38,676 | $665K |
| Prospera Financial Services Inc | 16,037 | $276K |
| Focus Partners Advisor Solutions, L | 10,942 | $188K |
| NORTHWEST WEALTH MANAGEMENT, LLC | 10,582 | $182K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 3,924 | $67K |
| Kohmann Bosshard Financial Services | 2,894 | $50K |
| UBS AM, a distinct business unit of | 1,582 | $27K |
| First Command Advisory Services, In | 461 | $8K |
| EverSource Wealth Advisors, LLC | 129 | $2K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 51 | $1K |
| BARTLETT & CO. WEALTH MANAGEMENT LL | 13 | $0K |
| Copia Wealth Management | 3 | $0K |
Biggest Increases (20)
Biggest Decreases (18)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Lifetime Wealth Management P.C. | -38,893 | -45.6% | 46,399 |
| Allworth Financial LP | -28,201 | -7.7% | 339,699 |
| Annex Advisory Services, LLC | -22,456 | -1.6% | 1,389,231 |
| ROYAL BANK OF CANADA | -18,637 | -10.1% | 166,007 |
| WEDBUSH SECURITIES INC | -6,700 | -12.1% | 48,715 |
| GWN SECURITIES INC. | -6,103 | -9.7% | 56,938 |
| Geneos Wealth Management Inc. | -3,572 | -4.8% | 70,887 |
| Janney Montgomery Scott LLC | -2,416 | -8.4% | 26,384 |
| PARK AVENUE SECURITIES LLC | -1,521 | -4.1% | 35,442 |
| American Trust | -1,067 | -2.3% | 46,338 |
| Bravias Capital Group, LLC | -611 | -1.7% | 34,945 |
| Kestra Advisory Services, LLC | -500 | -2.2% | 22,342 |
| Redwood Financial Network Corp | -201 | -1.3% | 15,231 |
| Mutual Advisors, LLC | -99 | -0.4% | 28,056 |
| IFP Advisors, Inc | -70 | -1.9% | 3,605 |
| STEPHENS INC /AR | -49 | -0.3% | 16,652 |
| Dynamic Advisor Solutions LLC | -20 | -0.0% | 70,005 |
| TRUIST FINANCIAL CORP | -19 | -0.1% | 19,429 |