$62.47

-0.16 (-0.26%)

Weekly Expected Move ±1.4%

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ETF AMEX · AUM $8.2B

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

Institutional Ownership — BLV

452

Institutional Holders

-12 vs prior quarter

0.0%

Ownership

+0.00pp

Total Invested

New Positions

179

Increased

165

Reduced

Closed

0.50

Put/Call Ratio

Ownership Trends

Top Institutional Holders (501 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	ENVESTNET ASSET MANAGEMENT INC	13,866,536	866M	+220,714	+1.6%	70Q	SEC ↗
2	LPL Financial LLC	3,030,083	189M	-26,231	-0.9%	54Q	SEC ↗
3	LINCOLN NATIONAL CORP	2,750,787	172M	+123,593	+4.7%	15Q	SEC ↗
4	Karpus Management, Inc.	2,132,736	133M	+162,408	+8.2%	42Q	SEC ↗
5	EXCHANGE TRADED CONCEPTS, LLC	1,962,978	123M	+216,070	+12.4%	5Q	SEC ↗
6	Bank of New York Mellon Corp	1,577,446	99M	+30,241	+2.0%	40Q	SEC ↗
7	WELLS FARGO & COMPANY/MN	1,430,993	89M	-98,148	-6.4%	76Q	SEC ↗
8	ROYAL BANK OF CANADA	1,141,474	71M	+27,857	+2.5%	67Q	SEC ↗
9	AMERIPRISE FINANCIAL INC	1,116,002	70M	+662,328	+146.0%	16Q	SEC ↗
10	GOLDMAN SACHS GROUP INC	1,055,206	66M	+41,493	+4.1%	15Q	SEC ↗
11	Cetera Investment Advisers	1,040,755	65M	+31,924	+3.2%	26Q	SEC ↗
12	BANK OF AMERICA CORP /DE	1,015,014	63M	-220,186	-17.8%	15Q	SEC ↗
13	OSAIC HOLDINGS, INC.	732,721	46M	+24,554	+3.5%	26Q	SEC ↗
14	Cambridge Investment Research Advisors	671,716	42M	+6,264	+0.9%	60Q	SEC ↗
15	MORGAN STANLEY	608,738	38M	-190,472	-23.8%	60Q	SEC ↗
16	Metropolitan Life Insurance Co/NY	599,208	37M	—	+0.0%	5Q	SEC ↗
17	Beacon Capital Management, Inc.	579,071	36M	-109,257	-15.9%	51Q	SEC ↗
18	Janney Montgomery Scott LLC	571,211	36M	+24,421	+4.5%	6Q	SEC ↗
19	VANGUARD ADVISERS INC	539,045	34M	+50,302	+10.3%	2Q	SEC ↗
20	UBS Group AG	489,773	31M	+14,039	+3.0%	47Q	SEC ↗
21	Envestnet Portfolio Solutions, Inc.	478,824	30M	+20,213	+4.4%	12Q	SEC ↗
22	Ocean Park Asset Management, LLC	475,100	30M	—	+0.0%	2Q	SEC ↗
23	TRUIST FINANCIAL CORP	427,581	27M	+1,384	+0.3%	27Q	SEC ↗
24	NORTHWESTERN MUTUAL WEALTH MANAGEMENT	416,117	26M	-12,141	-2.8%	38Q	SEC ↗
25	Koss-Olinger Consulting, LLC	375,234	23M	-12,514	-3.2%	9Q	SEC ↗
26	Strong Tower Advisory Services	370,423	23M	+29,923	+8.8%	5Q	SEC ↗
27	Orion Porfolio Solutions, LLC	366,958	23M	+84,378	+29.9%	14Q	SEC ↗
28	Concurrent Investment Advisors, LLC	321,333	20M	+266,129	+482.1%	11Q	SEC ↗
29	MML INVESTORS SERVICES, LLC	318,197	20M	+70,796	+28.6%	38Q	SEC ↗
30	REGIONS FINANCIAL CORP	295,832	18M	+1,749	+0.6%	15Q	SEC ↗
31	ETF Portfolio Partners, Inc.	286,670	18M	+18,322	+6.8%	13Q	SEC ↗
32	Clark Asset Management, LLC	284,943	18M	+24,410	+9.4%	15Q	SEC ↗
33	RAYMOND JAMES FINANCIAL INC	283,577	18M	+14,991	+5.6%	7Q	SEC ↗
34	&PARTNERS	280,448	18M	+89,241	+46.7%	10Q	SEC ↗
35	NewEdge Advisors, LLC	254,760	16M	+65,517	+34.6%	33Q	SEC ↗
36	PRINCIPAL FINANCIAL GROUP INC	251,115	16M	-58,267	-18.8%	18Q	SEC ↗
37	Trilogy Capital Inc.	227,536	14M	-64,569	-22.1%	5Q	SEC ↗
38	STIFEL FINANCIAL CORP	227,070	14M	+7,572	+3.4%	46Q	SEC ↗
39	CreativeOne Wealth, LLC	224,084	14M	+21,474	+10.6%	34Q	SEC ↗
40	Idaho Trust Co	222,112	14M	+21,309	+10.6%	9Q	SEC ↗
41	Betterment LLC	214,113	13M	+5,808	+2.8%	38Q	SEC ↗
42	Waterford Advisors, LLC	209,762	13M	+17,233	+9.0%	2Q	SEC ↗
43	Thrivent Financial for Lutherans	200,996	13M	+11,910	+6.3%	25Q	SEC ↗
44	GREENUP STREET WEALTH MANAGEMENT LLC	196,029	12M	+38,435	+24.4%	19Q	SEC ↗
45	Ameritas Advisory Services, LLC	194,588	12M	+84,174	+76.2%	11Q	SEC ↗
46	WINCAP FINANCIAL LLC	193,644	12M	+11,710	+6.4%	7Q	SEC ↗
47	Ryan Investment Management, Inc. NEW	185,362	12M	—	+0.0%	1Q	SEC ↗
48	BlueStem Wealth Partners, LLC NEW	180,997	11M	—	+0.0%	1Q	SEC ↗
49	PNC Financial Services Group, Inc.	178,190	11M	-7,847	-4.2%	15Q	SEC ↗
50	TD PRIVATE CLIENT WEALTH LLC	167,958	10M	-5,165	-3.0%	23Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
Ryan Investment Management, Inc.	185,362	12M
BlueStem Wealth Partners, LLC	180,997	11M
DAYMARK WEALTH PARTNERS, LLC	166,474	10M
J.W. COLE ADVISORS, INC.	79,219	5M
PROFFITT & GOODSON INC	30,000	2M
Veratis Advisors, Inc.	26,508	2M
CITADEL ADVISORS LLC	23,082	1M
Coppell Advisory Solutions LLC	19,831	1M
AXXCESS WEALTH MANAGEMENT, LLC	9,378	586K
KMT WEALTH MANAGEMENT, LLC	8,566	535K
HRT FINANCIAL LP	7,716	482K
Vise Technologies, Inc.	7,624	476K
BOKF, NA	6,967	435K
NI ACQUISITIONS COMPANY, LLC	6,075	380K
Timbuktu Capital Management, LLC	5,105	319K
WEBSTER BANK, N. A.	4,915	307K
Encompass More Asset Management	4,477	280K
FIDUCIARY FINANCIAL ADVISORS	4,167	260K
Global Retirement Partners, LLC	3,889	243K
Claris Financial LLC	3,869	242K

Sold Out (20)

Holder	Prev Shares	Prev Value
Teucrium Investment Advisors, LLC	300,689	19M
Trek Financial, LLC	292,118	18M
Greystone Financial Group, LLC	254,550	16M
Vertrix Wealth Management, LLC	162,216	10M
INTEGRITY ALLIANCE, LLC.	82,874	5M
Beacon Harbor Wealth Advisors, Inc.	80,585	5M
Main Line Retirement Advisors, LLC	69,797	4M
Eddie Patel Inc	56,772	4M
Stratos Wealth Partners, LTD.	36,578	2M
Human Investing LLC	16,303	1M
Cerity Partners Retirement Plan Adv	15,727	982K
TWO SIGMA SECURITIES, LLC	15,083	942K
Blue Line Capital, LLC / IL	13,291	830K
Capital Asset Managemnet, LLC	13,006	812K
Hilltop Holdings Inc.	12,779	798K
MILESTONE ASSET MANAGEMENT, LLC	12,241	765K
Aureum Wealth Management, LLC	11,967	748K
True Link Financial Advisors, LLC	11,000	687K
CMC Financial Group	10,991	687K
Financial Advisors Network, Inc.	9,704	606K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
AMERIPRISE FINANCIAL INC	+662,328	+146.0%	1,116,002
Concurrent Investment Advisors, LLC	+266,129	+482.1%	321,333
ENVESTNET ASSET MANAGEMENT INC	+220,714	+1.6%	13,866,536
EXCHANGE TRADED CONCEPTS, LLC	+216,070	+12.4%	1,962,978
Karpus Management, Inc.	+162,408	+8.2%	2,132,736
Ashton Thomas Private Wealth, LLC	+139,836	+32220.3%	140,270
LINCOLN NATIONAL CORP	+123,593	+4.7%	2,750,787
SPIRIT OF AMERICA MANAGEMENT CORP/N	+98,967	+5159.9%	100,885
&PARTNERS	+89,241	+46.7%	280,448
Orion Porfolio Solutions, LLC	+84,378	+29.9%	366,958
Ameritas Advisory Services, LLC	+84,174	+76.2%	194,588
MML INVESTORS SERVICES, LLC	+70,796	+28.6%	318,197
NewEdge Advisors, LLC	+65,517	+34.6%	254,760
VANGUARD ADVISERS INC	+50,302	+10.3%	539,045
GOLDMAN SACHS GROUP INC	+41,493	+4.1%	1,055,206
GREENUP STREET WEALTH MANAGEMENT LL	+38,435	+24.4%	196,029
Crestwood Advisors Group, LLC	+37,491	+32.3%	153,584
Cetera Investment Advisers	+31,924	+3.2%	1,040,755
Sellwood Investment Partners LLC	+31,469	+40.9%	108,373
Bank of New York Mellon Corp	+30,241	+2.0%	1,577,446

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
BANK OF AMERICA CORP /DE	-220,186	-17.8%	1,015,014
JANE STREET GROUP, LLC	-215,338	-93.3%	15,456
MORGAN STANLEY	-190,472	-23.8%	608,738
Beacon Capital Management, Inc.	-109,257	-15.9%	579,071
EverSource Wealth Advisors, LLC	-107,680	-46.5%	123,953
WELLS FARGO & COMPANY/MN	-98,148	-6.4%	1,430,993
Trilogy Capital Inc.	-64,569	-22.1%	227,536
PRINCIPAL FINANCIAL GROUP INC	-58,267	-18.8%	251,115
Private Advisor Group, LLC	-55,647	-88.0%	7,620
UBS AM, a distinct business unit of	-55,450	-53.9%	47,447
SUSQUEHANNA INTERNATIONAL GROUP, LL	-53,163	-92.6%	4,225
COMMONWEALTH EQUITY SERVICES, LLC	-45,274	-32.6%	93,532
JPMORGAN CHASE & CO	-40,121	-29.9%	94,214
Richmond Brothers, Inc.	-30,346	-48.3%	32,523
Avior Wealth Management, LLC	-30,062	-80.2%	7,444
LPL Financial LLC	-26,231	-0.9%	3,030,083
Valmark Advisers, Inc.	-24,139	-39.9%	36,430
AMG National Trust Bank	-16,257	-52.6%	14,630
ASSETMARK, INC	-13,702	-14.7%	79,822
Koss-Olinger Consulting, LLC	-12,514	-3.2%	375,234

BLV Institutional Ownership

Institutional Ownership — BLV

Ownership Trends

Top Institutional Holders (501 total)

Recent Activity

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