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BEEZ Institutional Ownership

Honeytree U.S. Equity ETF
1W: -0.2% 1M: -0.5% 3M: +1.2% YTD: +4.4% 1Y: +2.4%
$34.36
+0.10 (+0.28%)
 
Weekly Expected Move ±1.4%
$33 $34 $34 $35 $35
ETF NASDAQ · AUM $8.4M

Institutional Ownership — BEEZ

6
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
1M
Total Invested
0
New Positions
0
Increased
4
Reduced
1
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (7 total)

# Holder Shares Value Change Change % Holding Period Filing
1 CIBC WORLD MARKET INC. 20,280 697K -300 -1.5% 11Q SEC ↗
2 ROYAL BANK OF CANADA 9,650 332K — +0.0% 11Q SEC ↗
3 GTS SECURITIES LLC 7,076 243K -10,008 -58.6% 5Q SEC ↗
4 UBS Group AG 836 29K -3 -0.4% 5Q SEC ↗
5 RAELIPSKIE PARTNERSHIP 100 3K — +0.0% 10Q SEC ↗
6 JOURNEY STRATEGIC WEALTH LLC 0 0K -70,716 -100.0% 8Q SEC ↗
7 BANK OF MONTREAL /CAN 0 0K -800 -100.0% 1Q SEC ↗

Recent Activity

New Positions (0)

No new positions this quarter.

Sold Out (2)
HolderPrev SharesPrev Value
JOURNEY STRATEGIC WEALTH LLC 70,716 2M
BANK OF MONTREAL /CAN 800 27K
Biggest Increases (0)

None.

Biggest Decreases (3)
HolderReducedChange %Total Shares
GTS SECURITIES LLC -10,008 -58.6% 7,076
CIBC WORLD MARKET INC. -300 -1.5% 20,280
UBS Group AG -3 -0.4% 836

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms