$74.01

+0.06 (+0.08%)

Weekly Expected Move ±0.7%

$73 $73 $74 $74 $75

ETF AMEX · AUM $50.5B

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

Institutional Ownership — BIV

1,094

Institutional Holders

+15 vs prior quarter

0.0%

Ownership

+0.00pp

19B

Total Invested

New Positions

496

Increased

379

Reduced

Closed

0.50

Put/Call Ratio

Ownership Trends

Top Institutional Holders (1155 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	WELLS FARGO & COMPANY/MN	26,474,330	2.0B	-1,289,799	-4.6%	76Q	SEC ↗
2	ENVESTNET ASSET MANAGEMENT INC	24,235,046	1.8B	+680,629	+2.9%	76Q	SEC ↗
3	NORTHWESTERN MUTUAL WEALTH MANAGEMENT	12,822,370	949M	+752,384	+6.2%	63Q	SEC ↗
4	EP Wealth Advisors, LLC	12,178,869	901M	+1,938,104	+18.9%	3Q	SEC ↗
5	GOLDMAN SACHS GROUP INC	11,248,421	832M	+891,246	+8.6%	15Q	SEC ↗
6	MORGAN STANLEY	8,675,092	642M	+348,779	+4.2%	60Q	SEC ↗
7	BANK OF AMERICA CORP /DE	7,224,992	535M	+41,487	+0.6%	15Q	SEC ↗
8	Baird Financial Group, Inc.	6,176,904	457M	+580,427	+10.4%	45Q	SEC ↗
9	True Link Financial Advisors, LLC	5,706,056	422M	+348,288	+6.5%	23Q	SEC ↗
10	LPL Financial LLC	5,360,448	397M	+77,296	+1.5%	61Q	SEC ↗
11	UNITED CAPITAL FINANCIAL ADVISORS, LLC	3,995,262	296M	+298,068	+8.1%	17Q	SEC ↗
12	AMERIPRISE FINANCIAL INC	3,911,085	289M	-290,231	-6.9%	16Q	SEC ↗
13	JONES FINANCIAL COMPANIES LLLP	3,393,708	251M	+284,527	+9.2%	26Q	SEC ↗
14	TIAA-CREF INDIVIDUAL & INSTITUTIONAL S	2,435,399	180M	+130,487	+5.7%	2Q	SEC ↗
15	RAYMOND JAMES FINANCIAL INC	2,400,546	178M	-122,734	-4.9%	7Q	SEC ↗
16	LINCOLN NATIONAL CORP	2,251,874	167M	+65,981	+3.0%	15Q	SEC ↗
17	OSAIC HOLDINGS, INC.	2,073,835	153M	+8,314	+0.4%	26Q	SEC ↗
18	ROYAL BANK OF CANADA	2,057,704	152M	-28,679	-1.4%	67Q	SEC ↗
19	Mariner, LLC	2,020,987	150M	+20,627	+1.0%	20Q	SEC ↗
20	Zhang Financial LLC	1,914,897	142M	+24,751	+1.3%	18Q	SEC ↗
21	UBS Group AG	1,839,154	136M	+137,959	+8.1%	47Q	SEC ↗
22	Retirement Investment Advisors, Inc.	1,825,373	135M	+108,635	+6.3%	9Q	SEC ↗
23	Cetera Investment Advisers	1,793,272	133M	+88,326	+5.2%	43Q	SEC ↗
24	MATHER GROUP, LLC.	1,630,105	121M	-2,070,367	-55.9%	23Q	SEC ↗
25	Bank of New York Mellon Corp	1,526,858	113M	+26,286	+1.8%	72Q	SEC ↗
26	FMR LLC	1,515,708	112M	+81,048	+5.6%	32Q	SEC ↗
27	FIFTH THIRD BANCORP	1,471,769	109M	-25,093	-1.7%	26Q	SEC ↗
28	Efficient Advisors, LLC	1,414,410	105M	+42,419	+3.1%	41Q	SEC ↗
29	Creative Planning	1,371,285	101M	+242,860	+21.5%	44Q	SEC ↗
30	ASSETMARK, INC	1,346,530	100M	+1,330,670	+8390.1%	24Q	SEC ↗
31	Cerity Partners LLC	1,276,358	94M	+67,676	+5.6%	23Q	SEC ↗
32	BCM ADVISORS, LLC	1,267,115	94M	+2,723	+0.2%	39Q	SEC ↗
33	TRUIST FINANCIAL CORP	1,263,804	94M	+55,413	+4.6%	29Q	SEC ↗
34	PEAPACK GLADSTONE FINANCIAL CORP	1,261,481	93M	+8,298	+0.7%	63Q	SEC ↗
35	American Trust	1,214,066	90M	-26,327	-2.1%	5Q	SEC ↗
36	COMMONWEALTH EQUITY SERVICES, LLC	1,207,949	89M	-25,003	-2.0%	35Q	SEC ↗
37	Rockefeller Capital Management L.P.	1,148,006	85M	+60,596	+5.6%	31Q	SEC ↗
38	Cambridge Investment Research Advisors	1,105,158	82M	+54,757	+5.2%	72Q	SEC ↗
39	CITIZENS FINANCIAL GROUP INC/RI	1,050,510	78M	+569,321	+118.3%	13Q	SEC ↗
40	Family Investment Center, Inc.	1,038,714	77M	+71,756	+7.4%	11Q	SEC ↗
41	WEALTH ENHANCEMENT ADVISORY SERVICES,	1,014,569	75M	+74,860	+8.0%	12Q	SEC ↗
42	VANGUARD ADVISERS INC	974,442	72M	+93,493	+10.6%	2Q	SEC ↗
43	BANK OF MONTREAL /CAN	919,537	68M	+35,728	+4.0%	53Q	SEC ↗
44	WIT, LLC	861,173	64M	—	+0.0%	10Q	SEC ↗
45	Discipline Wealth Solutions, LLC	818,448	61M	+89,546	+12.3%	11Q	SEC ↗
46	World Investment Advisors	793,535	59M	+4,139	+0.5%	25Q	SEC ↗
47	Cranbrook Wealth Management, LLC	730,608	54M	+12,334	+1.7%	51Q	SEC ↗
48	US BANCORP \DE	729,038	54M	+24,991	+3.5%	71Q	SEC ↗
49	MML INVESTORS SERVICES, LLC	714,797	53M	+144,717	+25.4%	37Q	SEC ↗
50	Sage Financial Management Group, Inc.	711,661	53M	+41,167	+6.1%	8Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
Willow Creek Wealth Management Inc.	583,191	43M
DAYMARK WEALTH PARTNERS, LLC	575,881	43M
SUSQUEHANNA INTERNATIONAL GROUP, LL	160,380	12M
Allied Investment Advisors, LLC	155,473	12M
ALONGSIDE, LLC	128,358	9M
J.W. COLE ADVISORS, INC.	115,390	9M
Kroeger Financial Partners	105,507	8M
Wealth Advisory Team LLC	86,829	6M
NI ACQUISITIONS COMPANY, LLC	75,804	6M
TENET WEALTH PARTNERS, LLC	70,835	5M
TritonPoint Partners, LLC	61,912	5M
WealthPlan Investment Management, L	54,344	4M
Stonebridge Financial Group, LLC/CA	53,563	4M
OLD MISSION CAPITAL LLC	49,730	4M
Ironwood Financial, llc	48,123	4M
CAPE COD FIVE CENTS SAVINGS BANK	36,862	3M
Vise Technologies, Inc.	35,352	3M
CONNING INC.	35,107	3M
Diversify Advisory Services, LLC	25,637	2M
NBH Bank	23,849	2M

Sold Out (20)

Holder	Prev Shares	Prev Value
Diana Davis Spencer Foundation	1,426,000	106M
Penserra Capital Management LLC	197,810	15M
Systelligence, LLC	112,975	8M
Refined Wealth Management	98,070	7M
FISCHER INVESTMENT STRATEGIES, LLC	80,609	6M
COUNTRY TRUST BANK	77,000	6M
Westwood Wealth Management	72,757	5M
Redhawk Wealth Advisors, Inc.	66,582	5M
Forthright Family Wealth Advisory L	62,371	5M
Capital Advisory Group Advisory Ser	56,517	4M
Advisors Preferred, LLC	51,732	4M
JANE STREET GROUP, LLC	36,952	3M
IEQ CAPITAL, LLC	27,850	2M
Greenline Wealth Management LLC	25,900	2M
INVENIO WEALTH PARTNERS LLC	23,906	2M
360 Financial, Inc.	17,939	1M
M3 Wealth Management, LLC	16,811	1M
Eagle Strategies LLC	16,762	1M
Cerity Partners Retirement Plan Adv	15,836	1M
ANDERSON HOAGLAND & CO	15,496	1M

Biggest Increases (20)

Holder	Added	Change %	Total Shares
EP Wealth Advisors, LLC	+1,938,104	+18.9%	12,178,869
ASSETMARK, INC	+1,330,670	+8390.1%	1,346,530
GOLDMAN SACHS GROUP INC	+891,246	+8.6%	11,248,421
NORTHWESTERN MUTUAL WEALTH MANAGEME	+752,384	+6.2%	12,822,370
ENVESTNET ASSET MANAGEMENT INC	+680,629	+2.9%	24,235,046
Baird Financial Group, Inc.	+580,427	+10.4%	6,176,904
CITIZENS FINANCIAL GROUP INC/RI	+569,321	+118.3%	1,050,510
MORGAN STANLEY	+348,779	+4.2%	8,675,092
True Link Financial Advisors, LLC	+348,288	+6.5%	5,706,056
UNITED CAPITAL FINANCIAL ADVISORS,	+298,068	+8.1%	3,995,262
JONES FINANCIAL COMPANIES LLLP	+284,527	+9.2%	3,393,708
Creative Planning	+242,860	+21.5%	1,371,285
Focus Partners Advisor Solutions, L	+189,635	+177.7%	296,358
Prime Capital Investment Advisors,	+182,033	+78.1%	415,253
MML INVESTORS SERVICES, LLC	+144,717	+25.4%	714,797
UBS Group AG	+137,959	+8.1%	1,839,154
TIAA-CREF INDIVIDUAL & INSTITUTIONA	+130,487	+5.7%	2,435,399
ELEVATUS WELATH MANAGEMENT	+111,887	+2182.3%	117,014
Retirement Investment Advisors, Inc	+108,635	+6.3%	1,825,373
GREENUP STREET WEALTH MANAGEMENT LL	+108,598	+35.0%	418,756

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
MATHER GROUP, LLC.	-2,070,367	-55.9%	1,630,105
WELLS FARGO & COMPANY/MN	-1,289,799	-4.6%	26,474,330
Private Advisor Group, LLC	-665,206	-86.4%	105,152
49 WEALTH MANAGEMENT, LLC	-560,174	-81.4%	128,358
AMERIPRISE FINANCIAL INC	-290,231	-6.9%	3,911,085
JPMORGAN CHASE & CO	-285,687	-30.0%	666,617
Corient Private Wealth LP	-133,494	-68.9%	60,263
BANK HAPOALIM BM	-131,500	-25.6%	382,990
RAYMOND JAMES FINANCIAL INC	-122,734	-4.9%	2,400,546
Beacon Capital Management, Inc.	-99,681	-16.0%	521,466
EverSource Wealth Advisors, LLC	-98,081	-44.1%	124,258
Ethos Capital Management, Inc.	-97,538	-74.1%	34,090
Veridan Wealth LLC	-88,737	-96.6%	3,107
Summit Financial, LLC	-75,582	-43.1%	99,785
Certified Advisory Corp	-74,926	-27.0%	202,069
AQR CAPITAL MANAGEMENT LLC	-54,086	-84.8%	9,704
Brindle & Bay Financial Advisors, L	-47,646	-65.0%	25,689
Thrivent Financial for Lutherans	-46,709	-11.7%	353,353
EXCHANGE TRADED CONCEPTS, LLC	-45,686	-45.0%	55,748
Patriot Financial Group Insurance A	-39,465	-49.6%	40,127

BIV Institutional Ownership

Institutional Ownership — BIV

Ownership Trends

Top Institutional Holders (1155 total)

Recent Activity

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