BUYW Institutional Ownership
Main BuyWrite ETF
1W: +0.1%
1M: -0.5%
3M: +0.1%
YTD: +2.5%
1Y: +3.0%
3Y: +23.9%
$14.49
+0.03 (+0.21%)
Weekly Expected Move ±0.6%
$14
$14
$14
$15
$15
Overview
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Holdings
Changes
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Analysis
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Institutional Ownership — BUYW
85
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
1B
Total Invested
14
New Positions
37
Increased
30
Reduced
14
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (95 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Orion Porfolio Solutions, LLC | 23,594,578 | $342M | +900,428 | +4.0% | 14Q | SEC ↗ |
| 2 | LPL Financial LLC | 22,846,738 | $331M | +4,786,720 | +26.5% | 15Q | SEC ↗ |
| 3 | Main Management LLC | 10,166,319 | $147M | -406,258 | -3.8% | 16Q | SEC ↗ |
| 4 | OSAIC HOLDINGS, INC. | 7,411,816 | $107M | +71,681 | +1.0% | 16Q | SEC ↗ |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 2,534,773 | $37M | -110,494 | -4.2% | 16Q | SEC ↗ |
| 6 | San Luis Wealth Advisors LLC | 1,220,457 | $18M | +354,467 | +40.9% | 7Q | SEC ↗ |
| 7 | Encompass More Asset Management | 1,129,401 | $16M | +31,288 | +2.8% | 11Q | SEC ↗ |
| 8 | CWM, LLC | 1,004,058 | $15M | +64,348 | +6.8% | 9Q | SEC ↗ |
| 9 | Madrona Financial Services, LLC | 941,305 | $14M | +1,386 | +0.1% | 13Q | SEC ↗ |
| 10 | POTOMAC FUND MANAGEMENT INC /ADV | 792,716 | $11M | +79,140 | +11.1% | 7Q | SEC ↗ |
| 11 | Virtue Capital Management, LLC | 614,069 | $9M | -11,140 | -1.8% | 10Q | SEC ↗ |
| 12 | AMG Asset Management Group, Inc. | 582,661 | $8M | +17,524 | +3.1% | 3Q | SEC ↗ |
| 13 | Ashton Thomas Private Wealth, LLC | 416,325 | $6M | +60,233 | +16.9% | 3Q | SEC ↗ |
| 14 | Echo45 Advisors LLC | 344,192 | $5M | +22,661 | +7.0% | 14Q | SEC ↗ |
| 15 | GWN SECURITIES INC. | 287,577 | $4M | +39,862 | +16.1% | 7Q | SEC ↗ |
| 16 | World Investment Advisors | 259,061 | $4M | -23,639 | -8.4% | 3Q | SEC ↗ |
| 17 | Cambridge Investment Research Advisors | 255,482 | $4M | +73,356 | +40.3% | 12Q | SEC ↗ |
| 18 | Copley Financial Group, Inc. | 245,634 | $4M | +26,130 | +11.9% | 8Q | SEC ↗ |
| 19 | Cetera Investment Advisers | 240,604 | $3M | -25,071 | -9.4% | 4Q | SEC ↗ |
| 20 | Global Retirement Partners, LLC NEW | 217,126 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 21 | Tactive Advisors, LLC | 207,434 | $3M | +2,211 | +1.1% | 5Q | SEC ↗ |
| 22 | Pine Valley Investments Ltd Liability | 182,142 | $3M | +18,958 | +11.6% | 7Q | SEC ↗ |
| 23 | Dynamic Advisor Solutions LLC | 179,870 | $3M | +35,514 | +24.6% | 8Q | SEC ↗ |
| 24 | INTEGRITY ALLIANCE, LLC. | 168,750 | $2M | +2,644 | +1.6% | 7Q | SEC ↗ |
| 25 | Sonoma Allocations LLC | 161,272 | $2M | +47,738 | +42.0% | 3Q | SEC ↗ |
| 26 | INDEPENDENT FINANCIAL GROUP, LLC | 160,679 | $2M | -8,765 | -5.2% | 14Q | SEC ↗ |
| 27 | SILVER OAK SECURITIES, INCORPORATED | 126,949 | $2M | -414 | -0.3% | 6Q | SEC ↗ |
| 28 | GeoWealth Management, LLC | 115,075 | $2M | +23,272 | +25.3% | 13Q | SEC ↗ |
| 29 | CreativeOne Wealth, LLC | 112,624 | $2M | +9,080 | +8.8% | 11Q | SEC ↗ |
| 30 | Silver Grove Financial Group, Inc. | 84,689 | $1M | +3,821 | +4.7% | 4Q | SEC ↗ |
| 31 | United Advisor Group, LLC | 82,863 | $1M | +13,870 | +20.1% | 5Q | SEC ↗ |
| 32 | CFS Investment Advisory Services, LLC | 79,806 | $1M | +291 | +0.4% | 5Q | SEC ↗ |
| 33 | Tortuga Wealth Management, Inc | 79,634 | $1M | +6,266 | +8.5% | 2Q | SEC ↗ |
| 34 | Astoria Portfolio Advisors LLC. | 74,790 | $1M | +1,111 | +1.5% | 3Q | SEC ↗ |
| 35 | GOLDMAN SACHS GROUP INC | 73,927 | $1M | +44,274 | +149.3% | 2Q | SEC ↗ |
| 36 | Ausdal Financial Partners, Inc. | 73,166 | $1M | -1,053 | -1.4% | 4Q | SEC ↗ |
| 37 | Mutual Advisors, LLC | 69,475 | $1M | +11,713 | +20.3% | 16Q | SEC ↗ |
| 38 | COLDSTREAM CAPITAL MANAGEMENT INC | 69,226 | $1M | +34,110 | +97.1% | 4Q | SEC ↗ |
| 39 | VICTORY FINANCIAL GROUP, LLC | 53,377 | $773K | +15,336 | +40.3% | 2Q | SEC ↗ |
| 40 | Envestnet Portfolio Solutions, Inc. | 52,512 | $761K | +2,219 | +4.4% | 12Q | SEC ↗ |
| 41 | Gibbs Wealth Management | 34,844 | $505K | +6,957 | +24.9% | 3Q | SEC ↗ |
| 42 | MONEY CONCEPTS CAPITAL CORP | 31,612 | $458K | +2,100 | +7.1% | 6Q | SEC ↗ |
| 43 | PFG Advisors | 29,537 | $428K | +2,038 | +7.4% | 8Q | SEC ↗ |
| 44 | KINGSWOOD WEALTH ADVISORS, LLC | 29,520 | $428K | +244 | +0.8% | 6Q | SEC ↗ |
| 45 | CITADEL ADVISORS LLC NEW | 28,059 | $407K | — | +0.0% | 1Q | SEC ↗ |
| 46 | Koshinski Asset Management, Inc. | 27,584 | $400K | +1,612 | +6.2% | 5Q | SEC ↗ |
| 47 | Integrity Advisory Solutions, LLC | 24,565 | $356K | +6,637 | +37.0% | 4Q | SEC ↗ |
| 48 | Mission Financial Group, LLC NEW | 21,385 | $310K | — | +0.0% | 1Q | SEC ↗ |
| 49 | Signal Advisors Wealth, LLC NEW | 20,336 | $295K | — | +0.0% | 1Q | SEC ↗ |
| 50 | Kestra Advisory Services, LLC | 20,125 | $292K | -410 | -2.0% | 10Q | SEC ↗ |
Recent Activity
New Positions (14)
| Holder | Shares | Value |
|---|---|---|
| Global Retirement Partners, LLC | 217,126 | $3M |
| CITADEL ADVISORS LLC | 28,059 | $407K |
| Mission Financial Group, LLC | 21,385 | $310K |
| Signal Advisors Wealth, LLC | 20,336 | $295K |
| Triad Wealth Partners, LLC | 15,766 | $228K |
| RAYMOND JAMES FINANCIAL INC | 14,848 | $215K |
| OLD MISSION CAPITAL LLC | 10,976 | $159K |
| PACIFIC FINANCIAL GROUP INC | 10,742 | $156K |
| JANE STREET GROUP, LLC | 10,258 | $149K |
| Ameritas Advisory Services, LLC | 558 | $8K |
| Integrated Wealth Concepts LLC | 55 | $1K |
| JONES FINANCIAL COMPANIES LLLP | 54 | $1K |
| MORGAN STANLEY | 41 | $1K |
| Buck Wealth Strategies, LLC | 26 | $0K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Foundations Investment Advisors, LL | 187,588 | $3M |
| Sigma Planning Corp | 54,349 | $788K |
| Baer Investment Advisory LLC | 38,041 | $551K |
| Richmond Investment Services, LLC | 23,322 | $338K |
| Strategic Equity Management | 16,107 | $233K |
| MONEYWISE, INC. | 16,107 | $233K |
| PARTNERS WEALTH MANAGEMENT, LLC | 13,827 | $200K |
| COLUMBIA ADVISORY PARTNERS LLC | 13,683 | $198K |
| Oak Harvest Investment Services | 13,383 | $194K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 11,425 | $166K |
| FLORIDA FINANCIAL ADVISORS, LLC | 11,256 | $163K |
| BANK OF AMERICA CORP /DE | 10,316 | $149K |
| Western Wealth Management, LLC | 6,507 | $94K |
| UBS Group AG | 2,660 | $39K |
| Advisory Services Network, LLC | 1,884 | $27K |
| ROYAL BANK OF CANADA | 525 | $8K |
| Allworth Financial LP | 195 | $3K |
| NewEdge Advisors, LLC | 162 | $2K |
| IFC & Insurance Marketing, Inc. | 104 | $2K |
| Root Financial Partners, LLC | 57 | $1K |
Biggest Increases (20)
Biggest Decreases (16)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Main Management LLC | -406,258 | -3.8% | 10,166,319 |
| ENVESTNET ASSET MANAGEMENT INC | -110,494 | -4.2% | 2,534,773 |
| Cetera Investment Advisers | -25,071 | -9.4% | 240,604 |
| World Investment Advisors | -23,639 | -8.4% | 259,061 |
| Virtue Capital Management, LLC | -11,140 | -1.8% | 614,069 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -10,496 | -97.0% | 325 |
| INDEPENDENT FINANCIAL GROUP, LLC | -8,765 | -5.2% | 160,679 |
| HARBOUR INVESTMENTS, INC. | -1,728 | -8.1% | 19,700 |
| Balefire, LLC | -1,490 | -8.0% | 17,073 |
| Ausdal Financial Partners, Inc. | -1,053 | -1.4% | 73,166 |
| EverSource Wealth Advisors, LLC | -435 | -50.0% | 435 |
| SILVER OAK SECURITIES, INCORPORATED | -414 | -0.3% | 126,949 |
| Kestra Advisory Services, LLC | -410 | -2.0% | 20,125 |
| CoreCap Advisors, LLC | -287 | -22.5% | 987 |
| Synergy Investment Management, LLC | -31 | -0.4% | 8,060 |
| IFP Advisors, Inc | -29 | -36.7% | 50 |