$28.54

+0.14 (+0.49%)

Weekly Expected Move ±1.1%

$28 $28 $29 $29 $29

ETF AMEX · AUM $32.6M

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

Institutional Ownership — CCEF

Institutional Holders

-3 vs prior quarter

0.0%

Ownership

+0.00pp

14M

Total Invested

New Positions

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (32 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	Beacon Financial Advisory LLC	90,112	3M	+756	+0.8%	10Q	SEC ↗
2	COMMONWEALTH EQUITY SERVICES, LLC	51,471	1M	-13,532	-20.8%	10Q	SEC ↗
3	Steward Partners Investment Advisory,	41,896	1M	+20,435	+95.2%	6Q	SEC ↗
4	TRUIST FINANCIAL CORP	39,541	1M	+4,074	+11.5%	9Q	SEC ↗
5	Fearless Solutions, LLC dba Best Inves	30,845	880K	+4,023	+15.0%	3Q	SEC ↗
6	IFP Advisors, Inc	27,407	782K	+10,170	+59.0%	2Q	SEC ↗
7	William Mack & Associates, Inc. NEW	26,197	748K	—	+0.0%	1Q	SEC ↗
8	Ausdal Financial Partners, Inc.	24,755	707K	+795	+3.3%	8Q	SEC ↗
9	OSAIC HOLDINGS, INC.	24,261	692K	+616	+2.6%	10Q	SEC ↗
10	SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW	22,722	649K	—	+0.0%	1Q	SEC ↗
11	Integrated Wealth Concepts LLC	14,012	400K	+2	+0.0%	2Q	SEC ↗
12	Cetera Investment Advisers NEW	13,400	382K	—	+0.0%	1Q	SEC ↗
13	Kingsview Wealth Management, LLC	11,711	334K	+600	+5.4%	5Q	SEC ↗
14	Sonoma Private Wealth LLC	10,931	312K	+9	+0.1%	9Q	SEC ↗
15	Cambridge Investment Research Advisors	8,778	251K	+171	+2.0%	10Q	SEC ↗
16	Aurora Private Wealth, Inc.	7,363	210K	-5,706	-43.7%	3Q	SEC ↗
17	Capital Analysts, LLC	5,328	152K	+1,536	+40.5%	9Q	SEC ↗
18	KERR FINANCIAL PLANNING Corp	1,757	50K	—	+0.0%	2Q	SEC ↗
19	Global Retirement Partners, LLC NEW	1,290	37K	—	+0.0%	1Q	SEC ↗
20	LANARK FINANCIAL, INC.	1,000	29K	—	+0.0%	6Q	SEC ↗
21	Atlantic Union Bankshares Corp	300	9K	—	+0.0%	3Q	SEC ↗
22	SBI Securities Co., Ltd.	153	4K	—	+0.0%	7Q	SEC ↗
23	Elevated Capital Advisors, LLC	33	1K	+1	+3.1%	3Q	SEC ↗
24	Private Wealth Asset Management, LLC	25	1K	—	+0.0%	2Q	SEC ↗
25	AE Wealth Management LLC	0	0K	-330	-100.0%	1Q	SEC ↗
26	FMR LLC	0	0K	-1	-100.0%	1Q	SEC ↗
27	Kestra Advisory Services, LLC	0	0K	-1,050	-100.0%	1Q	SEC ↗
28	Brookwood Investment Group LLC	0	0K	-6,987	-100.0%	4Q	SEC ↗
29	UBS Group AG	0	0K	-163	-100.0%	1Q	SEC ↗
30	Aptus Capital Advisors, LLC	0	0K	-400	-100.0%	3Q	SEC ↗
31	SageView Advisory Group, LLC	0	0K	-3	-100.0%	1Q	SEC ↗
32	BANK OF AMERICA CORP /DE	0	0K	-580	-100.0%	2Q	SEC ↗

Recent Activity

New Positions (4)

Holder	Shares	Value
William Mack & Associates, Inc.	26,197	748K
SUSQUEHANNA INTERNATIONAL GROUP, LL	22,722	649K
Cetera Investment Advisers	13,400	382K
Global Retirement Partners, LLC	1,290	37K

Sold Out (8)

Holder	Prev Shares	Prev Value
Brookwood Investment Group LLC	6,987	199K
Kestra Advisory Services, LLC	1,050	30K
BANK OF AMERICA CORP /DE	580	17K
Aptus Capital Advisors, LLC	400	11K
AE Wealth Management LLC	330	9K
UBS Group AG	163	5K
SageView Advisory Group, LLC	3	0K
FMR LLC	1	0K

Biggest Increases (13)

Holder	Added	Change %	Total Shares
Steward Partners Investment Advisor	+20,435	+95.2%	41,896
IFP Advisors, Inc	+10,170	+59.0%	27,407
TRUIST FINANCIAL CORP	+4,074	+11.5%	39,541
Fearless Solutions, LLC dba Best In	+4,023	+15.0%	30,845
Capital Analysts, LLC	+1,536	+40.5%	5,328
Ausdal Financial Partners, Inc.	+795	+3.3%	24,755
Beacon Financial Advisory LLC	+756	+0.8%	90,112
OSAIC HOLDINGS, INC.	+616	+2.6%	24,261
Kingsview Wealth Management, LLC	+600	+5.4%	11,711
Cambridge Investment Research Advis	+171	+2.0%	8,778
Sonoma Private Wealth LLC	+9	+0.1%	10,931
Integrated Wealth Concepts LLC	+2	+0.0%	14,012
Elevated Capital Advisors, LLC	+1	+3.1%	33

Biggest Decreases (2)

Holder	Reduced	Change %	Total Shares
COMMONWEALTH EQUITY SERVICES, LLC	-13,532	-20.8%	51,471
Aurora Private Wealth, Inc.	-5,706	-43.7%	7,363

CCEF Institutional Ownership

Institutional Ownership — CCEF

Ownership Trends

Top Institutional Holders (32 total)

Recent Activity

Sign in to InsiderStreet