$22.89

+0.03 (+0.14%)

Weekly Expected Move ±1.0%

$22 $23 $23 $23 $23

ETF NASDAQ · AUM $132.7M

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

Institutional Ownership — BSMY

Institutional Holders

+7 vs prior quarter

0.0%

Ownership

+0.00pp

78M

Total Invested

New Positions

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (60 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	CONFLUENCE INVESTMENT MANAGEMENT LLC	303,465	$7M	-24,244	-7.4%	6Q	SEC ↗
2	RAYMOND JAMES FINANCIAL INC	280,417	$6M	-4,641	-1.6%	7Q	SEC ↗
3	LPL Financial LLC	279,144	$6M	+29,968	+12.0%	7Q	SEC ↗
4	BCS Wealth Management	234,983	$5M	+3,515	+1.5%	3Q	SEC ↗
5	Atlantic Union Bankshares Corp	192,723	$4M	+44,369	+29.9%	3Q	SEC ↗
6	Lido Advisors, LLC NEW	140,228	$3M	—	+0.0%	1Q	SEC ↗
7	Hills Bank & Trust Co	134,061	$3M	+23,899	+21.7%	4Q	SEC ↗
8	NESTEGG ADVISORS, INC.	124,044	$3M	+45,585	+58.1%	3Q	SEC ↗
9	BANK OF AMERICA CORP /DE	122,603	$3M	+6,588	+5.7%	6Q	SEC ↗
10	Envision Financial Planning, LLC	122,522	$3M	+7,529	+6.5%	6Q	SEC ↗
11	HighTower Advisors, LLC	121,349	$3M	+34,071	+39.0%	6Q	SEC ↗
12	D.A. DAVIDSON & CO.	102,325	$2M	+6,469	+6.7%	5Q	SEC ↗
13	Invesco Ltd.	96,218	$2M	+2,030	+2.2%	7Q	SEC ↗
14	Kestra Advisory Services, LLC	81,720	$2M	+12,462	+18.0%	6Q	SEC ↗
15	MORGAN STANLEY	55,820	$1M	+22,306	+66.6%	4Q	SEC ↗
16	MONECO ADVISORS, LLC	51,523	$1M	+3,902	+8.2%	7Q	SEC ↗
17	STIFEL FINANCIAL CORP	50,886	$1M	-11,660	-18.6%	6Q	SEC ↗
18	OSAIC HOLDINGS, INC.	48,934	$1M	+23,998	+96.2%	6Q	SEC ↗
19	Clark Asset Management, LLC	46,519	$1M	+10,893	+30.6%	4Q	SEC ↗
20	Elequin Capital, LP NEW	42,043	$962K	—	+0.0%	1Q	SEC ↗
21	ENVESTNET ASSET MANAGEMENT INC	39,382	$901K	+3,139	+8.7%	7Q	SEC ↗
22	Key Financial Inc	35,620	$815K	+4,025	+12.7%	4Q	SEC ↗
23	Jacobi Capital Management LLC	34,950	$800K	+22,800	+187.7%	4Q	SEC ↗
24	PRECEDENT WEALTH PARTNERS, LLC	34,174	$782K	+13,541	+65.6%	5Q	SEC ↗
25	UBS Group AG	29,658	$679K	+1,976	+7.1%	4Q	SEC ↗
26	Equitable Holdings, Inc.	26,941	$617K	+1,335	+5.2%	5Q	SEC ↗
27	Wedmont Private Capital NEW	24,360	$557K	—	+0.0%	1Q	SEC ↗
28	Sequoia Financial Advisors, LLC	24,212	$554K	—	+0.0%	3Q	SEC ↗
29	NORTHWESTERN MUTUAL WEALTH MANAGEMENT	22,547	$516K	—	+0.0%	6Q	SEC ↗
30	UNITED CAPITAL FINANCIAL ADVISORS, LLC	17,512	$401K	+1,518	+9.5%	4Q	SEC ↗
31	DWM Financial Group, Inc. NEW	17,294	$396K	—	+0.0%	1Q	SEC ↗
32	Tassel Capital Management, Inc.	16,697	$382K	+151	+0.9%	4Q	SEC ↗
33	SAX WEALTH ADVISORS, LLC NEW	16,633	$381K	—	+0.0%	1Q	SEC ↗
34	YARGER WEALTH STRATEGIES, LLC	16,008	$366K	+145	+0.9%	5Q	SEC ↗
35	MML INVESTORS SERVICES, LLC	15,182	$347K	+4,390	+40.7%	7Q	SEC ↗
36	ROYAL BANK OF CANADA	14,783	$338K	+632	+4.5%	7Q	SEC ↗
37	J.W. COLE ADVISORS, INC. NEW	14,263	$326K	—	+0.0%	1Q	SEC ↗
38	COMMONWEALTH EQUITY SERVICES, LLC	14,061	$322K	+128	+0.9%	5Q	SEC ↗
39	Addison Advisors LLC	13,955	$319K	-9,472	-40.4%	7Q	SEC ↗
40	NewEdge Advisors, LLC NEW	13,100	$300K	—	+0.0%	1Q	SEC ↗
41	JANE STREET GROUP, LLC	12,878	$295K	-61,607	-82.7%	6Q	SEC ↗
42	KESTRA PRIVATE WEALTH SERVICES, LLC NEW	12,860	$294K	—	+0.0%	1Q	SEC ↗
43	IFG Advisory, LLC NEW	12,649	$289K	—	+0.0%	1Q	SEC ↗
44	Bill Few Associates, Inc.	9,420	$216K	—	+0.0%	2Q	SEC ↗
45	COOKSON PEIRCE & CO INC	9,169	$210K	+817	+9.8%	3Q	SEC ↗
46	CAPTRUST FINANCIAL ADVISORS	8,863	$203K	+80	+0.9%	4Q	SEC ↗
47	Asset Dedication, LLC	8,688	$199K	+1,624	+23.0%	6Q	SEC ↗
48	JONES FINANCIAL COMPANIES LLLP	6,400	$146K	+2,301	+56.1%	2Q	SEC ↗
49	Larson Financial Group LLC	4,662	$107K	—	+0.0%	6Q	SEC ↗
50	IFP Advisors, Inc	3,950	$90K	+450	+12.9%	3Q	SEC ↗

Recent Activity

New Positions (12)

Holder	Shares	Value
Lido Advisors, LLC	140,228	$3M
Elequin Capital, LP	42,043	$962K
Wedmont Private Capital	24,360	$557K
DWM Financial Group, Inc.	17,294	$396K
SAX WEALTH ADVISORS, LLC	16,633	$381K
J.W. COLE ADVISORS, INC.	14,263	$326K
NewEdge Advisors, LLC	13,100	$300K
KESTRA PRIVATE WEALTH SERVICES, LLC	12,860	$294K
IFG Advisory, LLC	12,649	$289K
MERCER GLOBAL ADVISORS INC /ADV	3,856	$88K
Integrated Wealth Concepts LLC	2,019	$46K
Cassaday & Co Wealth Management LLC	596	$14K

Sold Out (5)

Holder	Prev Shares	Prev Value
Koss-Olinger Consulting, LLC	22,510	$515K
Cerity Partners LLC	20,532	$470K
StoneX Group Inc.	13,406	$307K
Ascentis Independent Advisors	5,800	$133K
Root Financial Partners, LLC	135	$3K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
NESTEGG ADVISORS, INC.	+45,585	+58.1%	124,044
Atlantic Union Bankshares Corp	+44,369	+29.9%	192,723
HighTower Advisors, LLC	+34,071	+39.0%	121,349
LPL Financial LLC	+29,968	+12.0%	279,144
OSAIC HOLDINGS, INC.	+23,998	+96.2%	48,934
Hills Bank & Trust Co	+23,899	+21.7%	134,061
Jacobi Capital Management LLC	+22,800	+187.7%	34,950
MORGAN STANLEY	+22,306	+66.6%	55,820
PRECEDENT WEALTH PARTNERS, LLC	+13,541	+65.6%	34,174
Kestra Advisory Services, LLC	+12,462	+18.0%	81,720
Clark Asset Management, LLC	+10,893	+30.6%	46,519
Envision Financial Planning, LLC	+7,529	+6.5%	122,522
BANK OF AMERICA CORP /DE	+6,588	+5.7%	122,603
D.A. DAVIDSON & CO.	+6,469	+6.7%	102,325
MML INVESTORS SERVICES, LLC	+4,390	+40.7%	15,182
Key Financial Inc	+4,025	+12.7%	35,620
MONECO ADVISORS, LLC	+3,902	+8.2%	51,523
BCS Wealth Management	+3,515	+1.5%	234,983
ENVESTNET ASSET MANAGEMENT INC	+3,139	+8.7%	39,382
JONES FINANCIAL COMPANIES LLLP	+2,301	+56.1%	6,400

Biggest Decreases (6)

Holder	Reduced	Change %	Total Shares
JANE STREET GROUP, LLC	-61,607	-82.7%	12,878
CONFLUENCE INVESTMENT MANAGEMENT LL	-24,244	-7.4%	303,465
STIFEL FINANCIAL CORP	-11,660	-18.6%	50,886
Addison Advisors LLC	-9,472	-40.4%	13,955
RAYMOND JAMES FINANCIAL INC	-4,641	-1.6%	280,417
First Command Advisory Services, In	-3,602	-67.0%	1,777

BSMY Institutional Ownership

Institutional Ownership — BSMY

Ownership Trends

Top Institutional Holders (60 total)

Recent Activity

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