$28.02

+0.24 (+0.85%)

Weekly Expected Move ±1.7%

$27 $28 $28 $28 $29

ETF NASDAQ · AUM $3.0B

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

Institutional Ownership — BDYN

133

Institutional Holders

+9 vs prior quarter

0.0%

Ownership

+0.00pp

Total Invested

New Positions

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (140 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	ENVESTNET ASSET MANAGEMENT INC	55,769,394	1.6B	+1,254,026	+2.3%	4Q	SEC ↗
2	LPL Financial LLC	20,603,661	577M	+1,871,819	+10.0%	4Q	SEC ↗
3	MML INVESTORS SERVICES, LLC	12,462,810	349M	+2,084,108	+20.1%	4Q	SEC ↗
4	WELLS FARGO & COMPANY/MN	9,105,098	255M	+2,979,955	+48.7%	4Q	SEC ↗
5	JPMORGAN CHASE & CO	5,532,279	155M	-80,266	-1.4%	4Q	SEC ↗
6	Cetera Investment Advisers	4,212,850	118M	+195,039	+4.9%	4Q	SEC ↗
7	PARK AVENUE SECURITIES LLC	4,001,344	112M	+198,802	+5.2%	4Q	SEC ↗
8	NORTHWESTERN MUTUAL WEALTH MANAGEMENT	3,141,439	88M	-43,466	-1.4%	4Q	SEC ↗
9	Envestnet Portfolio Solutions, Inc.	1,153,632	32M	+43,692	+3.9%	4Q	SEC ↗
10	WBH ADVISORY INC	1,062,444	30M	+10,198	+1.0%	4Q	SEC ↗
11	NorthRock Partners, LLC	1,034,026	29M	-63,906	-5.8%	4Q	SEC ↗
12	Sequoia Financial Advisors, LLC	929,681	26M	+6,401	+0.7%	4Q	SEC ↗
13	Keystone Global Partners, LLC	686,808	19M	-26,790	-3.8%	4Q	SEC ↗
14	Sanctuary Advisors, LLC	639,384	18M	+19,836	+3.2%	4Q	SEC ↗
15	Waverly Advisors, LLC	473,249	13M	+15,160	+3.3%	4Q	SEC ↗
16	World Investment Advisors	466,669	13M	+2,254	+0.5%	3Q	SEC ↗
17	Invst, LLC	408,876	11M	-1,785	-0.4%	4Q	SEC ↗
18	Integrated Wealth Concepts LLC	352,637	10M	-1,040	-0.3%	4Q	SEC ↗
19	Regal Investment Advisors LLC	294,897	8M	+31,853	+12.1%	4Q	SEC ↗
20	Beacon Bridge Wealth Partners, LLC	255,226	7M	+433	+0.2%	4Q	SEC ↗
21	GeoWealth Management, LLC	242,188	7M	-23,622	-8.9%	4Q	SEC ↗
22	Advisory Solutions Group, LLC NEW	236,069	7M	—	+0.0%	1Q	SEC ↗
23	Orion Porfolio Solutions, LLC	209,000	6M	+37,453	+21.8%	4Q	SEC ↗
24	SILVERLAKE WEALTH MANAGEMENT LLC	184,677	5M	-4,687	-2.5%	4Q	SEC ↗
25	OSAIC HOLDINGS, INC.	178,558	5M	-11,255	-5.9%	4Q	SEC ↗
26	Payne Capital LLC	172,608	5M	—	+0.0%	2Q	SEC ↗
27	Legacy Wealth Managment, LLC/ID NEW	161,892	5M	—	+0.0%	1Q	SEC ↗
28	Cambridge Investment Research Advisors	121,796	3M	-42,441	-25.8%	4Q	SEC ↗
29	Strategic Blueprint, LLC	119,247	3M	+1,351	+1.1%	4Q	SEC ↗
30	RDA Financial Network	113,173	3M	+6,070	+5.7%	4Q	SEC ↗
31	WEALTHGARDEN F.S. LLC	109,650	3M	-54,392	-33.2%	4Q	SEC ↗
32	Transamerica Financial Advisors, LLC	107,047	3M	+10,743	+11.2%	4Q	SEC ↗
33	B. Riley Wealth Advisors, Inc.	95,756	3M	+38,830	+68.2%	4Q	SEC ↗
34	COMMONWEALTH EQUITY SERVICES, LLC	89,371	3M	-4,642	-4.9%	4Q	SEC ↗
35	Advisory Services Network, LLC	78,102	2M	+7,129	+10.0%	4Q	SEC ↗
36	GWN SECURITIES INC.	77,026	2M	+7,281	+10.4%	4Q	SEC ↗
37	Stonebrook Private Inc.	74,413	2M	+4,031	+5.7%	3Q	SEC ↗
38	Frisch Financial Group, Inc.	68,649	2M	+33,531	+95.5%	3Q	SEC ↗
39	JANE STREET GROUP, LLC NEW	68,597	2M	—	+0.0%	1Q	SEC ↗
40	Two West Capital Advisors LLC	67,781	2M	+1,742	+2.6%	4Q	SEC ↗
41	Claro Advisors Inc.	59,745	2M	-3,390	-5.4%	4Q	SEC ↗
42	LongView Wealth Management	57,950	2M	+3,933	+7.3%	4Q	SEC ↗
43	RESOLUTE WEALTH ADVISOR, INC.	57,883	2M	—	+0.0%	2Q	SEC ↗
44	Advyzon Investment Management, LLC	56,551	2M	+1,787	+3.3%	3Q	SEC ↗
45	Vantus Wealth LLC NEW	55,257	2M	—	+0.0%	1Q	SEC ↗
46	SIGNATURE ESTATE & INVESTMENT ADVISORS	55,179	2M	+5,034	+10.0%	4Q	SEC ↗
47	OneAscent Family Office, LLC	49,721	1M	-22,110	-30.8%	4Q	SEC ↗
48	Aptus Capital Advisors, LLC	47,086	1M	-315	-0.7%	4Q	SEC ↗
49	CPWA, LLC	44,399	1M	+867	+2.0%	2Q	SEC ↗
50	Vise Technologies, Inc. NEW	41,170	1M	—	+0.0%	1Q	SEC ↗

Recent Activity

New Positions (19)

Holder	Shares	Value
Advisory Solutions Group, LLC	236,069	7M
Legacy Wealth Managment, LLC/ID	161,892	5M
JANE STREET GROUP, LLC	68,597	2M
Vantus Wealth LLC	55,257	2M
Vise Technologies, Inc.	41,170	1M
IFG Advisory, LLC	36,584	1M
StoneX Group Inc.	24,746	693K
Atria Investments, Inc	18,464	517K
FIFTH THIRD BANCORP	11,249	315K
Global Retirement Partners, LLC	9,103	255K
Continuum Advisory, LLC	8,444	237K
Modern Wealth Management, LLC	7,450	209K
J.W. COLE ADVISORS, INC.	7,315	205K
Allworth Financial LP	4,315	121K
Orion Capital Management LLC	3,081	86K
Farther Finance Advisors, LLC	966	27K
Qube Research & Technologies Ltd	625	18K
Golden State Wealth Management, LLC	460	13K
FIDUCIARY FINANCIAL ADVISORS	298	8K

Sold Out (13)

Holder	Prev Shares	Prev Value
Rockefeller Capital Management L.P.	120,612	3M
Integrated Advisors Network LLC	39,799	1M
Richmond Investment Services, LLC	34,374	963K
Focus Partners Advisor Solutions, L	28,910	810K
Kestra Advisory Services, LLC	13,353	374K
Cadia Private Client LLC	11,826	331K
Town Capital LLC	8,920	250K
Hilltop Holdings Inc.	8,878	249K
TWIN PEAKS WEALTH ADVISORS, LLC	3,237	91K
Vision Retirement, LLC	1,186	33K
Operose Advisors LLC	664	19K
AE Wealth Management LLC	51	1K
Russell Investments Group, Ltd.	1	0K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
WELLS FARGO & COMPANY/MN	+2,979,955	+48.7%	9,105,098
MML INVESTORS SERVICES, LLC	+2,084,108	+20.1%	12,462,810
LPL Financial LLC	+1,871,819	+10.0%	20,603,661
ENVESTNET ASSET MANAGEMENT INC	+1,254,026	+2.3%	55,769,394
PARK AVENUE SECURITIES LLC	+198,802	+5.2%	4,001,344
Cetera Investment Advisers	+195,039	+4.9%	4,212,850
Envestnet Portfolio Solutions, Inc.	+43,692	+3.9%	1,153,632
B. Riley Wealth Advisors, Inc.	+38,830	+68.2%	95,756
Orion Porfolio Solutions, LLC	+37,453	+21.8%	209,000
Frisch Financial Group, Inc.	+33,531	+95.5%	68,649
Regal Investment Advisors LLC	+31,853	+12.1%	294,897
Sanctuary Advisors, LLC	+19,836	+3.2%	639,384
SUSQUEHANNA INTERNATIONAL GROUP, LL	+18,589	+179.9%	28,922
Waverly Advisors, LLC	+15,160	+3.3%	473,249
Advisors Capital Management, LLC	+12,807	+65.8%	32,256
Transamerica Financial Advisors, LL	+10,743	+11.2%	107,047
Aegis Wealth Management, Inc.	+10,740	+52.6%	31,158
WBH ADVISORY INC	+10,198	+1.0%	1,062,444
PRIVATE TRUST CO NA	+8,047	+85.6%	17,447
GWN SECURITIES INC.	+7,281	+10.4%	77,026

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
JPMORGAN CHASE & CO	-80,266	-1.4%	5,532,279
NorthRock Partners, LLC	-63,906	-5.8%	1,034,026
WEALTHGARDEN F.S. LLC	-54,392	-33.2%	109,650
NORTHWESTERN MUTUAL WEALTH MANAGEME	-43,466	-1.4%	3,141,439
Cambridge Investment Research Advis	-42,441	-25.8%	121,796
Keystone Global Partners, LLC	-26,790	-3.8%	686,808
GeoWealth Management, LLC	-23,622	-8.9%	242,188
OneAscent Family Office, LLC	-22,110	-30.8%	49,721
Magnus Financial Group LLC	-19,355	-45.7%	23,003
Elevated Financial Group LLC	-18,928	-55.6%	15,111
MORGAN STANLEY	-15,099	-79.6%	3,868
GC Wealth Management RIA, LLC	-14,699	-37.0%	25,079
OSAIC HOLDINGS, INC.	-11,255	-5.9%	178,558
Ausdal Financial Partners, Inc.	-10,282	-27.2%	27,527
AMERIPRISE FINANCIAL INC	-9,355	-21.5%	34,081
FIDUCIARY FAMILY OFFICE, LLC	-6,696	-42.9%	8,903
WCG Wealth Advisors LLC	-6,479	-17.8%	29,916
Kestra Investment Management, LLC	-5,914	-29.3%	14,282
SILVERLAKE WEALTH MANAGEMENT LLC	-4,687	-2.5%	184,677
FMR LLC	-4,646	-24.8%	14,113

BDYN Institutional Ownership

Institutional Ownership — BDYN

Ownership Trends

Top Institutional Holders (140 total)

Recent Activity

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