$52.03

+0.14 (+0.28%)

Weekly Expected Move ±1.1%

$51 $51 $52 $53 $53

ETF AMEX · AUM $97.4M

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

Institutional Ownership — BMVP

Institutional Holders

+0 vs prior quarter

0.0%

Ownership

+0.00pp

16M

Total Invested

New Positions

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (51 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	LPL Financial LLC	83,565	4M	-1,198	-1.4%	33Q	SEC ↗
2	Institute for Wealth Management, LLC.	56,975	3M	+2	+0.0%	31Q	SEC ↗
3	MORGAN STANLEY	44,735	2M	-549	-1.2%	33Q	SEC ↗
4	RAYMOND JAMES FINANCIAL INC	18,710	974K	+1,937	+11.5%	2Q	SEC ↗
5	COMMONWEALTH EQUITY SERVICES, LLC	14,254	742K	-953	-6.3%	33Q	SEC ↗
6	GOLDMAN SACHS GROUP INC	11,330	590K	-686	-5.7%	15Q	SEC ↗
7	OSAIC HOLDINGS, INC.	9,972	519K	+4	+0.0%	26Q	SEC ↗
8	BANK OF MONTREAL /CAN	8,310	432K	—	+0.0%	7Q	SEC ↗
9	TRUIST FINANCIAL CORP	6,360	331K	+121	+1.9%	4Q	SEC ↗
10	Evanson Financial, LLC NEW	6,021	313K	—	+0.0%	1Q	SEC ↗
11	Evanson Asset Management, LLC	6,021	313K	—	+0.0%	11Q	SEC ↗
12	MOSAIC FAMILY WEALTH PARTNERS, LLC	5,913	308K	+7	+0.1%	15Q	SEC ↗
13	SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW	5,205	271K	—	+0.0%	1Q	SEC ↗
14	WELLS FARGO & COMPANY/MN	5,187	270K	—	+0.0%	2Q	SEC ↗
15	UBS Group AG	5,163	269K	+14	+0.3%	33Q	SEC ↗
16	Creative Planning	4,520	235K	—	+0.0%	8Q	SEC ↗
17	J.W. COLE ADVISORS, INC. NEW	4,249	221K	—	+0.0%	1Q	SEC ↗
18	JONES FINANCIAL COMPANIES LLLP	3,277	171K	-247	-7.0%	9Q	SEC ↗
19	ROTHSCHILD INVESTMENT LLC	3,000	156K	—	+0.0%	11Q	SEC ↗
20	Clearstead Advisors, LLC	2,957	154K	+1,277	+76.0%	13Q	SEC ↗
21	GLENMEDE TRUST CO NA	2,130	111K	-11	-0.5%	3Q	SEC ↗
22	BELLEVUE ASSET MANAGEMENT, LLC	1,920	100K	—	+0.0%	27Q	SEC ↗
23	FMR LLC	1,880	98K	—	+0.0%	30Q	SEC ↗
24	NATIONAL BANK OF CANADA /FI	1,800	94K	—	+0.0%	3Q	SEC ↗
25	NORTHWESTERN MUTUAL WEALTH MANAGEMENT	1,249	65K	+6	+0.5%	10Q	SEC ↗
26	JPMORGAN CHASE & CO	1,110	58K	—	+0.0%	15Q	SEC ↗
27	MERCER GLOBAL ADVISORS INC /ADV NEW	797	41K	—	+0.0%	1Q	SEC ↗
28	Washington Trust Advisors, Inc. NEW	777	40K	—	+0.0%	1Q	SEC ↗
29	Quaker Wealth Management, LLC	730	38K	+3	+0.4%	5Q	SEC ↗
30	Atlantic Union Bankshares Corp	729	38K	—	+0.0%	5Q	SEC ↗
31	PENSION & WEALTH MANAGEMENT ADVISORS,	713	37K	+3	+0.4%	5Q	SEC ↗
32	Medallion Wealth Advisors, LLC	498	26K	—	+0.0%	7Q	SEC ↗
33	ROYAL BANK OF CANADA	435	23K	—	+0.0%	5Q	SEC ↗
34	Plante Moran Financial Advisors, LLC	360	19K	—	+0.0%	9Q	SEC ↗
35	Global Retirement Partners, LLC NEW	321	17K	—	+0.0%	1Q	SEC ↗
36	AMERIFLEX GROUP, INC.	275	14K	—	+0.0%	3Q	SEC ↗
37	Steward Partners Investment Advisory,	240	12K	—	+0.0%	9Q	SEC ↗
38	Sunbelt Securities, Inc.	191	10K	—	+0.0%	3Q	SEC ↗
39	Smartleaf Asset Management LLC	135	7K	—	+0.0%	3Q	SEC ↗
40	Triumph Capital Management	105	5K	—	+0.0%	4Q	SEC ↗
41	EVOLUTION WEALTH MANAGEMENT INC.	69	4K	—	+0.0%	3Q	SEC ↗
42	DHJJ Financial Advisors, Ltd.	3	0K	—	+0.0%	12Q	SEC ↗
43	SALEM INVESTMENT COUNSELORS INC	3	0K	—	+0.0%	2Q	SEC ↗
44	Addison Advisors LLC	0	0K	-300	-100.0%	13Q	SEC ↗
45	BANK OF AMERICA CORP /DE	0	0K	-1,989	-100.0%	4Q	SEC ↗
46	Frazier Financial Advisors, LLC	0	0K	-552	-100.0%	10Q	SEC ↗
47	MAI Capital Management	0	0K	-3,027	-100.0%	6Q	SEC ↗
48	Western Wealth Management, LLC	0	0K	-259	-100.0%	1Q	SEC ↗
49	CITADEL ADVISORS LLC	0	0K	-6,585	-100.0%	1Q	SEC ↗
50	UMB Bank, n.a.	0	0K	-1,000	-100.0%	8Q	SEC ↗

Recent Activity

New Positions (6)

Holder	Shares	Value
Evanson Financial, LLC	6,021	313K
SUSQUEHANNA INTERNATIONAL GROUP, LL	5,205	271K
J.W. COLE ADVISORS, INC.	4,249	221K
MERCER GLOBAL ADVISORS INC /ADV	797	41K
Washington Trust Advisors, Inc.	777	40K
Global Retirement Partners, LLC	321	17K

Sold Out (8)

Holder	Prev Shares	Prev Value
CITADEL ADVISORS LLC	6,585	343K
ENVESTNET ASSET MANAGEMENT INC	4,231	220K
MAI Capital Management	3,027	158K
BANK OF AMERICA CORP /DE	1,989	103K
UMB Bank, n.a.	1,000	52K
Frazier Financial Advisors, LLC	552	29K
Addison Advisors LLC	300	16K
Western Wealth Management, LLC	259	13K

Biggest Increases (10)

Holder	Added	Change %	Total Shares
RAYMOND JAMES FINANCIAL INC	+1,937	+11.5%	18,710
Clearstead Advisors, LLC	+1,277	+76.0%	2,957
TRUIST FINANCIAL CORP	+121	+1.9%	6,360
UBS Group AG	+14	+0.3%	5,163
MOSAIC FAMILY WEALTH PARTNERS, LLC	+7	+0.1%	5,913
NORTHWESTERN MUTUAL WEALTH MANAGEME	+6	+0.5%	1,249
OSAIC HOLDINGS, INC.	+4	+0.0%	9,972
PENSION & WEALTH MANAGEMENT ADVISOR	+3	+0.4%	713
Quaker Wealth Management, LLC	+3	+0.4%	730
Institute for Wealth Management, LL	+2	+0.0%	56,975

Biggest Decreases (6)

Holder	Reduced	Change %	Total Shares
LPL Financial LLC	-1,198	-1.4%	83,565
COMMONWEALTH EQUITY SERVICES, LLC	-953	-6.3%	14,254
GOLDMAN SACHS GROUP INC	-686	-5.7%	11,330
MORGAN STANLEY	-549	-1.2%	44,735
JONES FINANCIAL COMPANIES LLLP	-247	-7.0%	3,277
GLENMEDE TRUST CO NA	-11	-0.5%	2,130

BMVP Institutional Ownership

Institutional Ownership — BMVP

Ownership Trends

Top Institutional Holders (51 total)

Recent Activity

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