$25.14

+0.05 (+0.22%)

Weekly Expected Move ±0.7%

$25 $25 $25 $25 $25

ETF NASDAQ · AUM $110.6M

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

Institutional Ownership — BSJV

Institutional Holders

+1 vs prior quarter

0.0%

Ownership

+0.00pp

46M

Total Invested

New Positions

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (57 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	Equitable Holdings, Inc.	307,346	8M	+40,472	+15.2%	6Q	SEC ↗
2	LPL Financial LLC	288,465	7M	+39,295	+15.8%	10Q	SEC ↗
3	Leo Wealth, LLC	282,511	7M	+7,973	+2.9%	2Q	SEC ↗
4	MORGAN STANLEY	153,886	4M	+62,250	+67.9%	10Q	SEC ↗
5	SFE Investment Counsel	114,822	3M	+23,018	+25.1%	4Q	SEC ↗
6	Concurrent Investment Advisors, LLC	100,795	3M	-6,322	-5.9%	11Q	SEC ↗
7	RAYMOND JAMES FINANCIAL INC	100,102	3M	+23,727	+31.1%	7Q	SEC ↗
8	MERCER GLOBAL ADVISORS INC /ADV NEW	64,159	2M	—	+0.0%	1Q	SEC ↗
9	ROYAL BANK OF CANADA	50,410	1M	+2,471	+5.2%	5Q	SEC ↗
10	LBMC INVESTMENT ADVISORS, LLC	49,761	1M	+35	+0.1%	2Q	SEC ↗
11	MONECO ADVISORS, LLC	49,222	1M	+1,746	+3.7%	9Q	SEC ↗
12	Ark Wealth Advisors LLC	48,568	1M	+9,904	+25.6%	2Q	SEC ↗
13	OSAIC HOLDINGS, INC.	48,469	1M	+14,269	+41.7%	11Q	SEC ↗
14	BANK OF AMERICA CORP /DE	39,173	985K	+1,472	+3.9%	10Q	SEC ↗
15	JONES FINANCIAL COMPANIES LLLP	34,335	863K	+32,212	+1517.3%	2Q	SEC ↗
16	Jessup Wealth Management, Inc	31,342	788K	-584	-1.8%	3Q	SEC ↗
17	Cambridge Investment Research Advisors	28,584	719K	+2,373	+9.1%	6Q	SEC ↗
18	Empirical Financial Services, LLC d.b.	22,107	556K	-2,662	-10.7%	3Q	SEC ↗
19	Cetera Investment Advisers NEW	19,128	481K	—	+0.0%	1Q	SEC ↗
20	TRUIST FINANCIAL CORP NEW	17,602	443K	—	+0.0%	1Q	SEC ↗
21	VestGen Advisors, LLC	17,526	441K	+1,636	+10.3%	5Q	SEC ↗
22	Modern Wealth Management, LLC	16,867	424K	—	+0.0%	4Q	SEC ↗
23	4Thought Financial Group Inc.	16,646	419K	+775	+4.9%	11Q	SEC ↗
24	HARBOUR INVESTMENTS, INC.	14,660	369K	-187	-1.3%	4Q	SEC ↗
25	Farther Finance Advisors, LLC	11,850	298K	+1,368	+13.1%	3Q	SEC ↗
26	COMMONWEALTH EQUITY SERVICES, LLC	10,553	265K	+479	+4.8%	3Q	SEC ↗
27	UBS Group AG	10,016	252K	+2,844	+39.7%	2Q	SEC ↗
28	Alaska Wealth Advisors, LLC	9,543	240K	+158	+1.7%	3Q	SEC ↗
29	Wealth Quarterback LLC	9,468	238K	+1,398	+17.3%	2Q	SEC ↗
30	IMA Advisory Services, Inc.	9,440	237K	—	+0.0%	6Q	SEC ↗
31	HUB Investment Partners, LLC	9,315	234K	+499	+5.7%	7Q	SEC ↗
32	Tassel Capital Management, Inc. NEW	8,495	214K	—	+0.0%	1Q	SEC ↗
33	HOWARD WEALTH MANAGEMENT, LLC	8,065	203K	—	+0.0%	3Q	SEC ↗
34	Legacy Financial Group LLC NEW	8,023	202K	—	+0.0%	1Q	SEC ↗
35	Alaska Permanent Capital Management, L	7,504	189K	—	+0.0%	4Q	SEC ↗
36	Key Financial Inc	6,400	161K	—	+0.0%	9Q	SEC ↗
37	Geneos Wealth Management Inc.	3,070	77K	-735	-19.3%	7Q	SEC ↗
38	Larson Financial Group LLC	2,185	55K	+380	+21.1%	6Q	SEC ↗
39	Topsail Wealth Management, LLC	1,025	26K	+155	+17.8%	2Q	SEC ↗
40	Asset Dedication, LLC	765	19K	—	+0.0%	2Q	SEC ↗
41	CWM, LLC	509	13K	—	+0.0%	2Q	SEC ↗
42	Capital Analysts, LLC	370	9K	—	+0.0%	8Q	SEC ↗
43	Keating Financial Advisory Services, I	365	9K	—	+0.0%	3Q	SEC ↗
44	IFP Advisors, Inc	180	5K	+24	+15.4%	2Q	SEC ↗
45	Steward Partners Investment Advisory,	157	4K	—	+0.0%	8Q	SEC ↗
46	Community Financial Services Group, LL	125	3K	—	+0.0%	2Q	SEC ↗
47	NewEdge Advisors, LLC	68	2K	—	+0.0%	6Q	SEC ↗
48	Aptus Capital Advisors, LLC	53	1K	—	+0.0%	9Q	SEC ↗
49	RHL GROUP, LLC	37	1K	—	+0.0%	3Q	SEC ↗
50	Glass Jacobson Investment Advisors llc	4	0K	—	+0.0%	3Q	SEC ↗

Recent Activity

New Positions (5)

Holder	Shares	Value
MERCER GLOBAL ADVISORS INC /ADV	64,159	2M
Cetera Investment Advisers	19,128	481K
TRUIST FINANCIAL CORP	17,602	443K
Tassel Capital Management, Inc.	8,495	214K
Legacy Financial Group LLC	8,023	202K

Sold Out (6)

Holder	Prev Shares	Prev Value
Carnegie Investment Counsel	44,900	1M
WEALTH ENHANCEMENT ADVISORY SERVICE	16,094	405K
Ascentis Independent Advisors	13,198	332K
HRT FINANCIAL LP	11,776	296K
BANK OF MONTREAL /CAN	1,872	47K
Kestra Advisory Services, LLC	1,200	30K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
MORGAN STANLEY	+62,250	+67.9%	153,886
Equitable Holdings, Inc.	+40,472	+15.2%	307,346
LPL Financial LLC	+39,295	+15.8%	288,465
JONES FINANCIAL COMPANIES LLLP	+32,212	+1517.3%	34,335
RAYMOND JAMES FINANCIAL INC	+23,727	+31.1%	100,102
SFE Investment Counsel	+23,018	+25.1%	114,822
OSAIC HOLDINGS, INC.	+14,269	+41.7%	48,469
Ark Wealth Advisors LLC	+9,904	+25.6%	48,568
Leo Wealth, LLC	+7,973	+2.9%	282,511
UBS Group AG	+2,844	+39.7%	10,016
ROYAL BANK OF CANADA	+2,471	+5.2%	50,410
Cambridge Investment Research Advis	+2,373	+9.1%	28,584
MONECO ADVISORS, LLC	+1,746	+3.7%	49,222
VestGen Advisors, LLC	+1,636	+10.3%	17,526
BANK OF AMERICA CORP /DE	+1,472	+3.9%	39,173
Wealth Quarterback LLC	+1,398	+17.3%	9,468
Farther Finance Advisors, LLC	+1,368	+13.1%	11,850
4Thought Financial Group Inc.	+775	+4.9%	16,646
HUB Investment Partners, LLC	+499	+5.7%	9,315
COMMONWEALTH EQUITY SERVICES, LLC	+479	+4.8%	10,553

Biggest Decreases (5)

Holder	Reduced	Change %	Total Shares
Concurrent Investment Advisors, LLC	-6,322	-5.9%	100,795
Empirical Financial Services, LLC d	-2,662	-10.7%	22,107
Geneos Wealth Management Inc.	-735	-19.3%	3,070
Jessup Wealth Management, Inc	-584	-1.8%	31,342
HARBOUR INVESTMENTS, INC.	-187	-1.3%	14,660

BSJV Institutional Ownership

Institutional Ownership — BSJV

Ownership Trends

Top Institutional Holders (57 total)

Recent Activity

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