$19.98

-0.01 (-0.06%)

Weekly Expected Move ±0.9%

$20 $20 $20 $20 $20

ETF NASDAQ · AUM $127.9M

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

Institutional Ownership — BSMV

Institutional Holders

+10 vs prior quarter

0.0%

Ownership

+0.00pp

121M

Total Invested

New Positions

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (101 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	Hills Bank & Trust Co	360,323	7M	-119,320	-24.9%	5Q	SEC ↗
2	HighTower Advisors, LLC	334,767	7M	+32,078	+10.6%	8Q	SEC ↗
3	LPL Financial LLC	288,458	6M	+33,055	+12.9%	11Q	SEC ↗
4	MORGAN STANLEY	276,929	6M	+19,813	+7.7%	15Q	SEC ↗
5	BANK OF AMERICA CORP /DE	252,121	5M	+18,687	+8.0%	15Q	SEC ↗
6	Atlantic Union Bankshares Corp	240,138	5M	+51,741	+27.5%	6Q	SEC ↗
7	PRECEDENT WEALTH PARTNERS, LLC	216,030	4M	+14,039	+7.0%	11Q	SEC ↗
8	Invesco Ltd.	204,866	4M	+92	+0.0%	19Q	SEC ↗
9	RAYMOND JAMES FINANCIAL INC	199,030	4M	+6,367	+3.3%	7Q	SEC ↗
10	Lido Advisors, LLC	195,700	4M	—	+0.0%	7Q	SEC ↗
11	UBS Group AG	192,892	4M	-41,179	-17.6%	18Q	SEC ↗
12	CENTRAL VALLEY ADVISORS, LLC	181,265	4M	-7,311	-3.9%	4Q	SEC ↗
13	Avior Wealth Management, LLC	152,733	3M	-70,401	-31.6%	8Q	SEC ↗
14	ENVESTNET ASSET MANAGEMENT INC	147,684	3M	+6,048	+4.3%	12Q	SEC ↗
15	MONECO ADVISORS, LLC	139,362	3M	+4,732	+3.5%	8Q	SEC ↗
16	Legacy Private Trust Co.	121,639	2M	+61,176	+101.2%	2Q	SEC ↗
17	Envision Financial Planning, LLC	117,801	2M	+7,543	+6.8%	12Q	SEC ↗
18	CARY STREET PARTNERS FINANCIAL LLC	109,755	2M	+34,640	+46.1%	4Q	SEC ↗
19	NORTHWESTERN MUTUAL WEALTH MANAGEMENT	108,383	2M	-132	-0.1%	15Q	SEC ↗
20	Clark Asset Management, LLC	106,337	2M	+13,248	+14.2%	11Q	SEC ↗
21	Parkway Wealth Management Group, LLC	105,220	2M	+3,234	+3.2%	3Q	SEC ↗
22	Kestra Advisory Services, LLC	96,149	2M	+4,909	+5.4%	11Q	SEC ↗
23	WELLS FARGO & COMPANY/MN	94,922	2M	+38,699	+68.8%	16Q	SEC ↗
24	OSAIC HOLDINGS, INC.	93,904	2M	+12,360	+15.2%	17Q	SEC ↗
25	STIFEL FINANCIAL CORP	72,758	1M	-12,350	-14.5%	11Q	SEC ↗
26	Key Financial Inc	71,944	1M	-33,770	-31.9%	13Q	SEC ↗
27	Coastline Complete Wealth LLC	71,823	1M	+59,695	+492.2%	2Q	SEC ↗
28	JANE STREET GROUP, LLC	65,649	1M	-391	-0.6%	20Q	SEC ↗
29	UNITED CAPITAL FINANCIAL ADVISORS, LLC	60,488	1M	+4,405	+7.9%	6Q	SEC ↗
30	MML INVESTORS SERVICES, LLC	57,332	1M	+7,392	+14.8%	7Q	SEC ↗
31	Farmers National Bank	57,080	1M	+690	+1.2%	7Q	SEC ↗
32	Integrated Wealth Concepts LLC	54,498	1M	+10,352	+23.4%	11Q	SEC ↗
33	VestGen Advisors, LLC	50,598	1M	+9,696	+23.7%	6Q	SEC ↗
34	Jacobi Capital Management LLC	46,830	936K	+26,600	+131.5%	9Q	SEC ↗
35	Equitable Holdings, Inc.	46,617	932K	-2,428	-5.0%	10Q	SEC ↗
36	Elequin Capital, LP NEW	45,191	903K	—	+0.0%	1Q	SEC ↗
37	COMMONWEALTH EQUITY SERVICES, LLC	43,500	869K	+1,689	+4.0%	13Q	SEC ↗
38	MISSION WEALTH MANAGEMENT, LP NEW	36,616	732K	—	+0.0%	1Q	SEC ↗
39	Marietta Wealth Management, LLC	34,012	680K	—	+0.0%	5Q	SEC ↗
40	Wedmont Private Capital NEW	33,770	675K	—	+0.0%	1Q	SEC ↗
41	IFG Advisory, LLC NEW	33,004	660K	—	+0.0%	1Q	SEC ↗
42	SAX WEALTH ADVISORS, LLC NEW	31,968	639K	—	+0.0%	1Q	SEC ↗
43	CAPTRUST FINANCIAL ADVISORS	31,559	631K	-191	-0.6%	15Q	SEC ↗
44	JONES FINANCIAL COMPANIES LLLP	30,336	606K	+5,423	+21.8%	9Q	SEC ↗
45	Garrett Wealth Advisory Group, LLC NEW	29,282	585K	—	+0.0%	1Q	SEC ↗
46	Sequoia Financial Advisors, LLC	28,975	579K	—	+0.0%	3Q	SEC ↗
47	Asset Dedication, LLC	28,868	577K	+1,085	+3.9%	15Q	SEC ↗
48	BENJAMIN EDWARDS INC	27,781	555K	+941	+3.5%	3Q	SEC ↗
49	ROYAL BANK OF CANADA	22,431	448K	+1,646	+7.9%	19Q	SEC ↗
50	Cetera Investment Advisers NEW	20,498	410K	—	+0.0%	1Q	SEC ↗

Recent Activity

New Positions (19)

Holder	Shares	Value
Elequin Capital, LP	45,191	903K
MISSION WEALTH MANAGEMENT, LP	36,616	732K
Wedmont Private Capital	33,770	675K
IFG Advisory, LLC	33,004	660K
SAX WEALTH ADVISORS, LLC	31,968	639K
Garrett Wealth Advisory Group, LLC	29,282	585K
Cetera Investment Advisers	20,498	410K
Kinetic Wealth Investment Advisors	18,084	361K
HUB Investment Partners, LLC	16,366	327K
KESTRA PRIVATE WEALTH SERVICES, LLC	15,186	303K
HENGEHOLD CAPITAL MANAGEMENT LLC	11,961	239K
ATLAS CAPITAL ADVISORS INC.	7,000	140K
Anchor Investment Management, LLC	5,500	110K
Colonial Trust Advisors	4,000	80K
Plante Moran Financial Advisors, LL	2,406	48K
MERCER GLOBAL ADVISORS INC /ADV	2,352	47K
PRIVATE TRUST CO NA	1,730	35K
IMA Advisory Services, Inc.	1,500	30K
HARBOR INVESTMENT ADVISORY, LLC	570	11K

Sold Out (12)

Holder	Prev Shares	Prev Value
Focus Partners Wealth	64,637	1M
FLOW TRADERS U.S. LLC	51,451	1M
Koss-Olinger Consulting, LLC	26,048	521K
Cerity Partners LLC	24,330	486K
StoneX Group Inc.	17,963	359K
Cambridge Financial Group, LLC	15,398	308K
Summit Trail Advisors, LLC	13,479	269K
MassMutual Private Wealth & Trust,	7,457	149K
Ascentis Independent Advisors	6,700	134K
YANKCOM Partnership	929	19K
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	193	4K
Root Financial Partners, LLC	159	3K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
Legacy Private Trust Co.	+61,176	+101.2%	121,639
Coastline Complete Wealth LLC	+59,695	+492.2%	71,823
Atlantic Union Bankshares Corp	+51,741	+27.5%	240,138
WELLS FARGO & COMPANY/MN	+38,699	+68.8%	94,922
CARY STREET PARTNERS FINANCIAL LLC	+34,640	+46.1%	109,755
LPL Financial LLC	+33,055	+12.9%	288,458
HighTower Advisors, LLC	+32,078	+10.6%	334,767
Jacobi Capital Management LLC	+26,600	+131.5%	46,830
MORGAN STANLEY	+19,813	+7.7%	276,929
BANK OF AMERICA CORP /DE	+18,687	+8.0%	252,121
PRECEDENT WEALTH PARTNERS, LLC	+14,039	+7.0%	216,030
Clark Asset Management, LLC	+13,248	+14.2%	106,337
OSAIC HOLDINGS, INC.	+12,360	+15.2%	93,904
Integrated Wealth Concepts LLC	+10,352	+23.4%	54,498
VestGen Advisors, LLC	+9,696	+23.7%	50,598
Envision Financial Planning, LLC	+7,543	+6.8%	117,801
MML INVESTORS SERVICES, LLC	+7,392	+14.8%	57,332
RAYMOND JAMES FINANCIAL INC	+6,367	+3.3%	199,030
ENVESTNET ASSET MANAGEMENT INC	+6,048	+4.3%	147,684
JONES FINANCIAL COMPANIES LLLP	+5,423	+21.8%	30,336

Biggest Decreases (17)

Holder	Reduced	Change %	Total Shares
Hills Bank & Trust Co	-119,320	-24.9%	360,323
Avior Wealth Management, LLC	-70,401	-31.6%	152,733
UBS Group AG	-41,179	-17.6%	192,892
Key Financial Inc	-33,770	-31.9%	71,944
Addison Advisors LLC	-14,640	-61.8%	9,064
STIFEL FINANCIAL CORP	-12,350	-14.5%	72,758
CENTRAL VALLEY ADVISORS, LLC	-7,311	-3.9%	181,265
First Command Advisory Services, In	-4,704	-69.8%	2,031
Equitable Holdings, Inc.	-2,428	-5.0%	46,617
Intentional Wealth Strategies, LLC	-826	-6.5%	11,809
Aptus Capital Advisors, LLC	-626	-10.4%	5,383
CGN Advisors LLC	-478	-4.8%	9,572
JANE STREET GROUP, LLC	-391	-0.6%	65,649
CAPTRUST FINANCIAL ADVISORS	-191	-0.6%	31,559
NORTHWESTERN MUTUAL WEALTH MANAGEME	-132	-0.1%	108,383
Trust Co	-125	-28.2%	318
OneAscent Financial Services LLC	-42	-0.4%	11,608

BSMV Institutional Ownership

Institutional Ownership — BSMV

Ownership Trends

Top Institutional Holders (101 total)

Recent Activity

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