$27.20

+0.12 (+0.44%)

Weekly Expected Move ±0.9%

$27 $27 $27 $28 $28

ETF AMEX · AUM $42.7M

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

Institutional Ownership — BFRZ

Institutional Holders

+6 vs prior quarter

0.0%

Ownership

+0.00pp

82M

Total Invested

New Positions

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (62 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	CWM, LLC	446,576	$12M	+339,308	+316.3%	2Q	SEC ↗
2	Visionary Wealth Advisors	365,898	$10M	+85,309	+30.4%	4Q	SEC ↗
3	Triad Wealth Partners, LLC	346,426	$9M	+72,841	+26.6%	5Q	SEC ↗
4	Orion Porfolio Solutions, LLC	253,350	$7M	+59,190	+30.5%	3Q	SEC ↗
5	Sigma Planning Corp	175,756	$5M	+1,938	+1.1%	5Q	SEC ↗
6	Brookstone Capital Management	173,191	$5M	+37,316	+27.5%	4Q	SEC ↗
7	Kestra Advisory Services, LLC	172,167	$5M	-20,173	-10.5%	5Q	SEC ↗
8	Cambridge Investment Research Advisors	155,053	$4M	+44,085	+39.7%	5Q	SEC ↗
9	Balance Wealth Partners LLC	152,468	$4M	+1,710	+1.1%	2Q	SEC ↗
10	ATX Financial Planning, LLC	95,746	$3M	-96,656	-50.2%	3Q	SEC ↗
11	Signal Advisors Wealth, LLC	94,548	$3M	-963	-1.0%	5Q	SEC ↗
12	ENVESTNET ASSET MANAGEMENT INC	94,129	$3M	-355,373	-79.1%	4Q	SEC ↗
13	Encompass More Asset Management	89,622	$2M	+24,015	+36.6%	3Q	SEC ↗
14	Maia Wealth LLC	80,619	$2M	+1,287	+1.6%	5Q	SEC ↗
15	Atria Investments, Inc	59,494	$2M	+23,950	+67.4%	2Q	SEC ↗
16	PLANWISER FINANCIAL, LLC	52,368	$1M	+2,100	+4.2%	4Q	SEC ↗
17	SIGNATUREFD, LLC	49,751	$1M	+1,898	+4.0%	3Q	SEC ↗
18	MML INVESTORS SERVICES, LLC	48,186	$1M	+21,831	+82.8%	2Q	SEC ↗
19	AXXCESS WEALTH MANAGEMENT, LLC NEW	47,312	$1M	—	+0.0%	1Q	SEC ↗
20	OSAIC HOLDINGS, INC.	40,434	$1M	+11,032	+37.5%	3Q	SEC ↗
21	Cetera Investment Advisers	38,011	$1M	+621	+1.7%	4Q	SEC ↗
22	Sovran Advisors, LLC	36,391	$990K	-1,060	-2.8%	5Q	SEC ↗
23	LPL Financial LLC NEW	36,245	$986K	—	+0.0%	1Q	SEC ↗
24	INDEPENDENT FINANCIAL GROUP, LLC	30,527	$830K	+14,795	+94.0%	4Q	SEC ↗
25	SUSQUEHANNA INTERNATIONAL GROUP, LLP	30,037	$817K	+11,738	+64.1%	2Q	SEC ↗
26	Ashton Thomas Private Wealth, LLC	26,935	$733K	+1,509	+5.9%	3Q	SEC ↗
27	WEALTHGARDEN F.S. LLC	20,540	$559K	-25	-0.1%	5Q	SEC ↗
28	C2P Capital Advisory Group, LLC d.b.a. NEW	18,721	$509K	—	+0.0%	1Q	SEC ↗
29	Inspire Advisors, LLC	18,004	$490K	+5,781	+47.3%	2Q	SEC ↗
30	Merit Financial Group, LLC	17,567	$478K	+26	+0.1%	2Q	SEC ↗
31	JOURNEY RETIREMENT PLANNING & INVESTME	17,017	$463K	+2,848	+20.1%	2Q	SEC ↗
32	Accurate Wealth Management, LLC	15,058	$410K	+2,201	+17.1%	4Q	SEC ↗
33	World Investment Advisors	14,515	$395K	-10,010	-40.8%	2Q	SEC ↗
34	Focus Partners Wealth	14,280	$388K	—	+0.0%	2Q	SEC ↗
35	Simplicity Wealth,LLC NEW	14,126	$384K	—	+0.0%	1Q	SEC ↗
36	Range Financial Group LLC	14,022	$381K	-2,200	-13.6%	2Q	SEC ↗
37	Advyzon Investment Management, LLC	13,571	$369K	+641	+5.0%	2Q	SEC ↗
38	PRINCIPAL SECURITIES, INC. NEW	13,264	$361K	—	+0.0%	1Q	SEC ↗
39	Ausdal Financial Partners, Inc.	13,200	$359K	+52	+0.4%	2Q	SEC ↗
40	COMMONWEALTH EQUITY SERVICES, LLC NEW	12,600	$343K	—	+0.0%	1Q	SEC ↗
41	NewCorp Financial Services, Inc.	12,554	$341K	+1,291	+11.5%	2Q	SEC ↗
42	Vantage Point Financial LLC	11,766	$320K	+2,025	+20.8%	2Q	SEC ↗
43	OLD MISSION CAPITAL LLC NEW	11,674	$318K	—	+0.0%	1Q	SEC ↗
44	Concurrent Investment Advisors, LLC	10,535	$287K	+2,175	+26.0%	2Q	SEC ↗
45	JANE STREET GROUP, LLC	8,314	$226K	-27,109	-76.5%	3Q	SEC ↗
46	BridgePort Financial Solutions, LLC	7,506	$204K	-3,038	-28.8%	3Q	SEC ↗
47	AE Wealth Management LLC	7,011	$191K	+307	+4.6%	2Q	SEC ↗
48	HARBOUR INVESTMENTS, INC.	5,003	$136K	-14,147	-73.9%	5Q	SEC ↗
49	RED REEF ADVISORS LLC	4,140	$113K	—	+0.0%	2Q	SEC ↗
50	Global Retirement Partners, LLC NEW	607	$17K	—	+0.0%	1Q	SEC ↗

Recent Activity

New Positions (9)

Holder	Shares	Value
AXXCESS WEALTH MANAGEMENT, LLC	47,312	$1M
LPL Financial LLC	36,245	$986K
C2P Capital Advisory Group, LLC d.b	18,721	$509K
Simplicity Wealth,LLC	14,126	$384K
PRINCIPAL SECURITIES, INC.	13,264	$361K
COMMONWEALTH EQUITY SERVICES, LLC	12,600	$343K
OLD MISSION CAPITAL LLC	11,674	$318K
Global Retirement Partners, LLC	607	$17K
MERCER GLOBAL ADVISORS INC /ADV	124	$3K

Sold Out (9)

Holder	Prev Shares	Prev Value
VanWeelden Wealth Management, LLC	381,918	$10M
Thrivent Financial for Lutherans	45,024	$1M
MORGAN STANLEY	34,309	$933K
WEALTH ENHANCEMENT ADVISORY SERVICE	22,315	$607K
Financial Solutions Advisory Group,	18,936	$515K
SeaCrest Wealth Management, LLC	13,250	$360K
Legacy Wealth Managment, LLC/ID	6,601	$180K
Sound Income Strategies, LLC	4,353	$118K
UBS Group AG	1,389	$38K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
CWM, LLC	+339,308	+316.3%	446,576
Visionary Wealth Advisors	+85,309	+30.4%	365,898
Triad Wealth Partners, LLC	+72,841	+26.6%	346,426
Orion Porfolio Solutions, LLC	+59,190	+30.5%	253,350
Cambridge Investment Research Advis	+44,085	+39.7%	155,053
Brookstone Capital Management	+37,316	+27.5%	173,191
Encompass More Asset Management	+24,015	+36.6%	89,622
Atria Investments, Inc	+23,950	+67.4%	59,494
MML INVESTORS SERVICES, LLC	+21,831	+82.8%	48,186
INDEPENDENT FINANCIAL GROUP, LLC	+14,795	+94.0%	30,527
SUSQUEHANNA INTERNATIONAL GROUP, LL	+11,738	+64.1%	30,037
OSAIC HOLDINGS, INC.	+11,032	+37.5%	40,434
Inspire Advisors, LLC	+5,781	+47.3%	18,004
JOURNEY RETIREMENT PLANNING & INVES	+2,848	+20.1%	17,017
Accurate Wealth Management, LLC	+2,201	+17.1%	15,058
Concurrent Investment Advisors, LLC	+2,175	+26.0%	10,535
PLANWISER FINANCIAL, LLC	+2,100	+4.2%	52,368
Vantage Point Financial LLC	+2,025	+20.8%	11,766
Sigma Planning Corp	+1,938	+1.1%	175,756
SIGNATUREFD, LLC	+1,898	+4.0%	49,751

Biggest Decreases (13)

Holder	Reduced	Change %	Total Shares
ENVESTNET ASSET MANAGEMENT INC	-355,373	-79.1%	94,129
ATX Financial Planning, LLC	-96,656	-50.2%	95,746
Farther Finance Advisors, LLC	-70,285	-100.0%	33
JANE STREET GROUP, LLC	-27,109	-76.5%	8,314
Kestra Advisory Services, LLC	-20,173	-10.5%	172,167
HARBOUR INVESTMENTS, INC.	-14,147	-73.9%	5,003
World Investment Advisors	-10,010	-40.8%	14,515
BridgePort Financial Solutions, LLC	-3,038	-28.8%	7,506
Range Financial Group LLC	-2,200	-13.6%	14,022
Sovran Advisors, LLC	-1,060	-2.8%	36,391
Signal Advisors Wealth, LLC	-963	-1.0%	94,548
IFP Advisors, Inc	-45	-90.0%	5
WEALTHGARDEN F.S. LLC	-25	-0.1%	20,540

BFRZ Institutional Ownership

Institutional Ownership — BFRZ

Ownership Trends

Top Institutional Holders (62 total)

Recent Activity

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