$42.74

+0.14 (+0.34%)

Weekly Expected Move ±1.8%

$41 $42 $43 $43 $44

ETF CBOE · AUM $464.9M

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

Institutional Ownership — BINV

Institutional Holders

+2 vs prior quarter

0.0%

Ownership

+0.00pp

411M

Total Invested

New Positions

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (54 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	HANTZ FINANCIAL SERVICES, INC.	4,012,177	171M	-103,574	-2.5%	11Q	SEC ↗
2	BENJAMIN EDWARDS INC	1,308,782	56M	+5,583	+0.4%	3Q	SEC ↗
3	OSAIC HOLDINGS, INC.	721,306	31M	+236,704	+48.8%	8Q	SEC ↗
4	TRUIST FINANCIAL CORP	369,953	16M	+340,042	+1136.8%	3Q	SEC ↗
5	Nvest Wealth Strategies, Inc.	329,409	14M	+16,130	+5.1%	3Q	SEC ↗
6	SCOTIA CAPITAL INC.	304,125	13M	+2,685	+0.9%	5Q	SEC ↗
7	ENVESTNET ASSET MANAGEMENT INC	267,918	11M	+166,496	+164.2%	7Q	SEC ↗
8	Security National Bank	256,388	11M	+30,078	+13.3%	3Q	SEC ↗
9	STIFEL FINANCIAL CORP	237,501	10M	+73,541	+44.9%	5Q	SEC ↗
10	Balance Wealth Partners LLC	193,680	8M	+11,805	+6.5%	6Q	SEC ↗
11	KELLEHER FINANCIAL ADVISORS NEW	191,105	8M	—	+0.0%	1Q	SEC ↗
12	Nuveen, LLC NEW	178,319	8M	—	+0.0%	1Q	SEC ↗
13	Brooklyn Investment Group	155,337	7M	+18,635	+13.6%	5Q	SEC ↗
14	JANE STREET GROUP, LLC	153,070	7M	-237,003	-60.8%	8Q	SEC ↗
15	EVOLVE PRIVATE WEALTH, LLC	150,631	6M	+4,737	+3.2%	3Q	SEC ↗
16	LPL Financial LLC	132,071	6M	-5,016	-3.7%	4Q	SEC ↗
17	Horizon Family Wealth, Inc.	106,501	5M	+7,419	+7.5%	4Q	SEC ↗
18	Farther Finance Advisors, LLC NEW	102,531	4M	—	+0.0%	1Q	SEC ↗
19	Fjell Capital, LLC	101,976	4M	+19,678	+23.9%	6Q	SEC ↗
20	COMMONWEALTH EQUITY SERVICES, LLC	99,041	4M	+20,732	+26.5%	3Q	SEC ↗
21	Madison Asset Management, LLC	85,134	4M	+6,273	+8.0%	4Q	SEC ↗
22	Rockefeller Capital Management L.P.	80,936	3M	+14,406	+21.7%	3Q	SEC ↗
23	Ironsides Asset Advisors, LLC	67,480	3M	+6,803	+11.2%	2Q	SEC ↗
24	Integrated Wealth Concepts LLC	60,350	3M	-974	-1.6%	2Q	SEC ↗
25	WEALTH ENHANCEMENT ADVISORY SERVICES,	41,084	2M	+5,608	+15.8%	4Q	SEC ↗
26	Sanctuary Advisors, LLC	35,170	2M	+3,616	+11.5%	8Q	SEC ↗
27	SUSQUEHANNA INTERNATIONAL GROUP, LLP	32,918	1M	-10,779	-24.7%	4Q	SEC ↗
28	HighTower Advisors, LLC	31,541	1M	+3,259	+11.5%	4Q	SEC ↗
29	CITADEL ADVISORS LLC	28,101	1M	+12,413	+79.1%	2Q	SEC ↗
30	B. Riley Wealth Advisors, Inc.	21,026	899K	-150	-0.7%	2Q	SEC ↗
31	ROYAL BANK OF CANADA	17,925	766K	+8,855	+97.6%	3Q	SEC ↗
32	Cambridge Investment Research Advisors	14,985	640K	+2,490	+19.9%	4Q	SEC ↗
33	GOLDMAN SACHS GROUP INC	12,750	545K	-2,919	-18.6%	2Q	SEC ↗
34	Kestra Advisory Services, LLC	11,616	496K	+1,150	+11.0%	3Q	SEC ↗
35	SMITH, MOORE & CO.	9,852	421K	+389	+4.1%	6Q	SEC ↗
36	&PARTNERS NEW	6,422	274K	—	+0.0%	1Q	SEC ↗
37	CIBC WORLD MARKET INC. NEW	6,353	272K	—	+0.0%	1Q	SEC ↗
38	MANCHESTER FINANCIAL INC	5,251	224K	+205	+4.1%	3Q	SEC ↗
39	Allworth Financial LP	857	37K	+1	+0.1%	6Q	SEC ↗
40	UBS Group AG	609	26K	-8	-1.3%	2Q	SEC ↗
41	NATIONAL BANK OF CANADA /FI	545	23K	—	+0.0%	2Q	SEC ↗
42	Forum Finance Group S.A. NEW	540	23K	—	+0.0%	1Q	SEC ↗
43	Principia Wealth Advisory, LLC	307	13K	-1	-0.3%	5Q	SEC ↗
44	Blue Trust, Inc. NEW	103	4K	—	+0.0%	1Q	SEC ↗
45	CWM, LLC	23	1K	—	+0.0%	3Q	SEC ↗
46	Corient Private Wealth LLC	0	0K	-11,640	-100.0%	4Q	SEC ↗
47	UBS AM, a distinct business unit of UB	0	0K	-609	-100.0%	1Q	SEC ↗
48	Avior Wealth Management, LLC	0	0K	-97,670	-100.0%	2Q	SEC ↗
49	Curtis Advisory Group, LLC	0	0K	-9,591	-100.0%	3Q	SEC ↗
50	GTS SECURITIES LLC	0	0K	-12,164	-100.0%	1Q	SEC ↗

Recent Activity

New Positions (7)

Holder	Shares	Value
KELLEHER FINANCIAL ADVISORS	191,105	8M
Nuveen, LLC	178,319	8M
Farther Finance Advisors, LLC	102,531	4M
&PARTNERS	6,422	274K
CIBC WORLD MARKET INC.	6,353	272K
Forum Finance Group S.A.	540	23K
Blue Trust, Inc.	103	4K

Sold Out (9)

Holder	Prev Shares	Prev Value
Avior Wealth Management, LLC	97,670	4M
GTS SECURITIES LLC	12,164	520K
Corient Private Wealth LLC	11,640	497K
Curtis Advisory Group, LLC	9,591	410K
Mills Wealth Advisors LLC	5,597	239K
Steward Partners Investment Advisor	2,685	115K
MORGAN STANLEY	904	39K
UBS AM, a distinct business unit of	609	26K
BANK OF MONTREAL /CAN	205	9K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
TRUIST FINANCIAL CORP	+340,042	+1136.8%	369,953
OSAIC HOLDINGS, INC.	+236,704	+48.8%	721,306
ENVESTNET ASSET MANAGEMENT INC	+166,496	+164.2%	267,918
STIFEL FINANCIAL CORP	+73,541	+44.9%	237,501
Security National Bank	+30,078	+13.3%	256,388
COMMONWEALTH EQUITY SERVICES, LLC	+20,732	+26.5%	99,041
Fjell Capital, LLC	+19,678	+23.9%	101,976
Brooklyn Investment Group	+18,635	+13.6%	155,337
Nvest Wealth Strategies, Inc.	+16,130	+5.1%	329,409
Rockefeller Capital Management L.P.	+14,406	+21.7%	80,936
CITADEL ADVISORS LLC	+12,413	+79.1%	28,101
Balance Wealth Partners LLC	+11,805	+6.5%	193,680
ROYAL BANK OF CANADA	+8,855	+97.6%	17,925
Horizon Family Wealth, Inc.	+7,419	+7.5%	106,501
Ironsides Asset Advisors, LLC	+6,803	+11.2%	67,480
Madison Asset Management, LLC	+6,273	+8.0%	85,134
WEALTH ENHANCEMENT ADVISORY SERVICE	+5,608	+15.8%	41,084
BENJAMIN EDWARDS INC	+5,583	+0.4%	1,308,782
EVOLVE PRIVATE WEALTH, LLC	+4,737	+3.2%	150,631
Sanctuary Advisors, LLC	+3,616	+11.5%	35,170

Biggest Decreases (9)

Holder	Reduced	Change %	Total Shares
JANE STREET GROUP, LLC	-237,003	-60.8%	153,070
HANTZ FINANCIAL SERVICES, INC.	-103,574	-2.5%	4,012,177
SUSQUEHANNA INTERNATIONAL GROUP, LL	-10,779	-24.7%	32,918
LPL Financial LLC	-5,016	-3.7%	132,071
GOLDMAN SACHS GROUP INC	-2,919	-18.6%	12,750
Integrated Wealth Concepts LLC	-974	-1.6%	60,350
B. Riley Wealth Advisors, Inc.	-150	-0.7%	21,026
UBS Group AG	-8	-1.3%	609
Principia Wealth Advisory, LLC	-1	-0.3%	307

BINV Institutional Ownership

Institutional Ownership — BINV

Ownership Trends

Top Institutional Holders (54 total)

Recent Activity

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