$20.93

-0.01 (-0.05%)

Weekly Expected Move ±0.8%

$21 $21 $21 $21 $21

ETF NASDAQ · AUM $256.0M

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

Institutional Ownership — BSMU

115

Institutional Holders

+7 vs prior quarter

0.0%

Ownership

+0.00pp

178M

Total Invested

New Positions

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (125 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	WELLS FARGO & COMPANY/MN	513,455	11M	-5,347	-1.0%	22Q	SEC ↗
2	LPL Financial LLC	465,215	10M	+30,591	+7.0%	17Q	SEC ↗
3	Hills Bank & Trust Co	405,165	8M	-55,714	-12.1%	8Q	SEC ↗
4	MORGAN STANLEY	327,565	7M	-13,396	-3.9%	16Q	SEC ↗
5	Stratos Wealth Advisors, LLC	319,294	7M	+23,685	+8.0%	6Q	SEC ↗
6	Invesco Ltd.	315,158	7M	-16,941	-5.1%	19Q	SEC ↗
7	BANK OF AMERICA CORP /DE	287,765	6M	+20,198	+7.5%	15Q	SEC ↗
8	Kathmere Capital Management, LLC NEW	275,686	6M	—	+0.0%	1Q	SEC ↗
9	HighTower Advisors, LLC	275,525	6M	+66,369	+31.7%	8Q	SEC ↗
10	Atlantic Union Bankshares Corp	251,404	5M	+48,821	+24.1%	15Q	SEC ↗
11	UBS Group AG	248,848	5M	-47,125	-15.9%	15Q	SEC ↗
12	RAYMOND JAMES FINANCIAL INC	240,737	5M	+11,341	+4.9%	7Q	SEC ↗
13	NewEdge Advisors, LLC	217,003	5M	+4,904	+2.3%	6Q	SEC ↗
14	Lido Advisors, LLC	201,800	4M	—	+0.0%	7Q	SEC ↗
15	PRECEDENT WEALTH PARTNERS, LLC	199,682	4M	+13,387	+7.2%	11Q	SEC ↗
16	Legacy Private Trust Co.	182,183	4M	+35,270	+24.0%	14Q	SEC ↗
17	CENTRAL VALLEY ADVISORS, LLC	173,734	4M	-6,989	-3.9%	4Q	SEC ↗
18	MONECO ADVISORS, LLC	166,980	3M	+4,280	+2.6%	9Q	SEC ↗
19	JONES FINANCIAL COMPANIES LLLP	145,748	3M	+26,928	+22.7%	9Q	SEC ↗
20	Kestra Advisory Services, LLC	136,072	3M	+6,880	+5.3%	11Q	SEC ↗
21	Parkway Wealth Management Group, LLC	116,372	2M	+3,184	+2.8%	3Q	SEC ↗
22	CONFLUENCE INVESTMENT MANAGEMENT LLC	114,674	2M	-8,378	-6.8%	22Q	SEC ↗
23	ENVESTNET ASSET MANAGEMENT INC	112,964	2M	+7,057	+6.7%	15Q	SEC ↗
24	Clark Asset Management, LLC	112,774	2M	+23,493	+26.3%	15Q	SEC ↗
25	Insight Wealth Partners, LLC	103,724	2M	—	+0.0%	15Q	SEC ↗
26	NORTHWESTERN MUTUAL WEALTH MANAGEMENT	103,076	2M	+7,517	+7.9%	21Q	SEC ↗
27	OSAIC HOLDINGS, INC.	90,042	2M	+23,395	+35.1%	21Q	SEC ↗
28	Envision Financial Planning, LLC	82,807	2M	+2,463	+3.1%	12Q	SEC ↗
29	Key Financial Inc	81,108	2M	-32,767	-28.8%	14Q	SEC ↗
30	VestGen Advisors, LLC	76,274	2M	+11,988	+18.6%	6Q	SEC ↗
31	COMMONWEALTH EQUITY SERVICES, LLC	73,780	2M	+2,743	+3.9%	13Q	SEC ↗
32	AE Wealth Management LLC	72,695	2M	-20,187	-21.7%	14Q	SEC ↗
33	MML INVESTORS SERVICES, LLC	70,222	1M	+13,343	+23.5%	11Q	SEC ↗
34	Coastline Complete Wealth LLC	69,174	1M	+6,533	+10.4%	2Q	SEC ↗
35	Asset Dedication, LLC	64,841	1M	-1,957	-2.9%	19Q	SEC ↗
36	Integrated Wealth Concepts LLC	62,608	1M	+14,293	+29.6%	11Q	SEC ↗
37	Farmers National Bank	61,618	1M	+1,024	+1.7%	7Q	SEC ↗
38	Kinetic Wealth Investment Advisors LLC NEW	53,773	1M	—	+0.0%	1Q	SEC ↗
39	MISSION WEALTH MANAGEMENT, LP NEW	50,984	1M	—	+0.0%	1Q	SEC ↗
40	SIGNATUREFD, LLC	50,295	1M	—	+0.0%	6Q	SEC ↗
41	Willis Johnson & Associates, Inc.	45,347	949K	+324	+0.7%	2Q	SEC ↗
42	Jacobi Capital Management LLC	44,929	940K	+25,500	+131.2%	9Q	SEC ↗
43	CAPTRUST FINANCIAL ADVISORS	43,813	917K	+581	+1.3%	18Q	SEC ↗
44	FOURPATH CAPITAL MANAGEMENT, LLC	40,000	837K	—	+0.0%	2Q	SEC ↗
45	Sarver Vrooman Wealth Advisors	39,012	816K	+77	+0.2%	6Q	SEC ↗
46	STIFEL FINANCIAL CORP	36,918	773K	+4,338	+13.3%	8Q	SEC ↗
47	AlphaStar Capital Management, LLC	35,513	743K	-404	-1.1%	3Q	SEC ↗
48	Paulson Wealth Management Inc.	34,285	717K	+14	+0.0%	3Q	SEC ↗
49	Marietta Wealth Management, LLC	32,644	683K	—	+0.0%	5Q	SEC ↗
50	Wedmont Private Capital NEW	32,350	677K	—	+0.0%	1Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
Kathmere Capital Management, LLC	275,686	6M
Kinetic Wealth Investment Advisors	53,773	1M
MISSION WEALTH MANAGEMENT, LP	50,984	1M
Wedmont Private Capital	32,350	677K
IMA Advisory Services, Inc.	31,126	651K
SAX WEALTH ADVISORS, LLC	29,962	627K
Garrett Wealth Advisory Group, LLC	27,988	586K
Elequin Capital, LP	22,943	480K
IFG Advisory, LLC	18,947	396K
WEDBUSH SECURITIES INC	16,055	336K
Baird Financial Group, Inc.	15,176	318K
KESTRA PRIVATE WEALTH SERVICES, LLC	15,004	314K
OLD MISSION CAPITAL LLC	11,520	241K
WESPAC Advisors, LLC	11,420	239K
J.W. COLE ADVISORS, INC.	10,047	210K
VIRTUE ASSET MANAGEMENT LLC	9,278	194K
ATLAS CAPITAL ADVISORS INC.	7,000	146K
Colonial Trust Advisors	3,800	80K
Plante Moran Financial Advisors, LL	2,311	48K
MERCER GLOBAL ADVISORS INC /ADV	2,210	46K

Sold Out (14)

Holder	Prev Shares	Prev Value
Focus Partners Wealth	65,016	1M
Koss-Olinger Consulting, LLC	30,178	631K
Summit Trail Advisors, LLC	22,191	464K
StoneX Group Inc.	19,593	410K
Cambridge Financial Group, LLC	17,046	357K
GOLDMAN SACHS GROUP INC	16,262	340K
WEALTH ENHANCEMENT ADVISORY SERVICE	14,189	297K
Avior Wealth Management, LLC	10,636	223K
LINCOLN CAPITAL CORP	10,117	212K
FLOW TRADERS U.S. LLC	9,733	204K
CGN Advisors LLC	9,365	196K
Ascentis Independent Advisors	6,400	134K
WFA of San Diego, LLC	1,015	21K
CWM, LLC	910	19K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
HighTower Advisors, LLC	+66,369	+31.7%	275,525
Atlantic Union Bankshares Corp	+48,821	+24.1%	251,404
Legacy Private Trust Co.	+35,270	+24.0%	182,183
LPL Financial LLC	+30,591	+7.0%	465,215
JONES FINANCIAL COMPANIES LLLP	+26,928	+22.7%	145,748
Jacobi Capital Management LLC	+25,500	+131.2%	44,929
Stratos Wealth Advisors, LLC	+23,685	+8.0%	319,294
Clark Asset Management, LLC	+23,493	+26.3%	112,774
OSAIC HOLDINGS, INC.	+23,395	+35.1%	90,042
BANK OF AMERICA CORP /DE	+20,198	+7.5%	287,765
Integrated Wealth Concepts LLC	+14,293	+29.6%	62,608
PRECEDENT WEALTH PARTNERS, LLC	+13,387	+7.2%	199,682
MML INVESTORS SERVICES, LLC	+13,343	+23.5%	70,222
VestGen Advisors, LLC	+11,988	+18.6%	76,274
RAYMOND JAMES FINANCIAL INC	+11,341	+4.9%	240,737
HUB Investment Partners, LLC	+8,214	+78.6%	18,658
NORTHWESTERN MUTUAL WEALTH MANAGEME	+7,517	+7.9%	103,076
ENVESTNET ASSET MANAGEMENT INC	+7,057	+6.7%	112,964
Kestra Advisory Services, LLC	+6,880	+5.3%	136,072
Coastline Complete Wealth LLC	+6,533	+10.4%	69,174

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
Hills Bank & Trust Co	-55,714	-12.1%	405,165
UBS Group AG	-47,125	-15.9%	248,848
Key Financial Inc	-32,767	-28.8%	81,108
AE Wealth Management LLC	-20,187	-21.7%	72,695
Addison Advisors LLC	-20,040	-66.7%	10,021
Invesco Ltd.	-16,941	-5.1%	315,158
MORGAN STANLEY	-13,396	-3.9%	327,565
NESTEGG ADVISORS, INC.	-11,501	-49.2%	11,874
CONFLUENCE INVESTMENT MANAGEMENT LL	-8,378	-6.8%	114,674
CENTRAL VALLEY ADVISORS, LLC	-6,989	-3.9%	173,734
WELLS FARGO & COMPANY/MN	-5,347	-1.0%	513,455
First Command Advisory Services, In	-3,995	-67.3%	1,940
JANE STREET GROUP, LLC	-3,165	-18.3%	14,162
HOWARD WEALTH MANAGEMENT, LLC	-2,395	-7.8%	28,390
Capital Analysts, LLC	-2,338	-17.1%	11,367
Asset Dedication, LLC	-1,957	-2.9%	64,841
HARBOUR INVESTMENTS, INC.	-1,024	-3.6%	27,640
Cetera Investment Advisers	-646	-3.7%	16,774
Aptus Capital Advisors, LLC	-628	-10.7%	5,218
Hobbs Group Advisors, LLC	-601	-3.6%	16,034

BSMU Institutional Ownership

Institutional Ownership — BSMU

Ownership Trends

Top Institutional Holders (125 total)

Recent Activity

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