$26.24

+0.00 (+0.00%)

Weekly Expected Move ±0.6%

$26 $26 $26 $26 $27

ETF AMEX · AUM $5.0B

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

Institutional Ownership — CGMS

375

Institutional Holders

+26 vs prior quarter

0.0%

Ownership

+0.00pp

Total Invested

New Positions

216

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (387 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	LPL Financial LLC	21,684,661	$569M	+2,781,841	+14.7%	13Q	SEC ↗
2	WELLS FARGO & COMPANY/MN	9,954,981	$261M	+2,590,478	+35.2%	11Q	SEC ↗
3	ENVESTNET ASSET MANAGEMENT INC	9,076,177	$238M	+1,259,374	+16.1%	15Q	SEC ↗
4	MORGAN STANLEY	7,932,936	$208M	+751,761	+10.5%	10Q	SEC ↗
5	RAYMOND JAMES FINANCIAL INC	7,927,229	$208M	+928,499	+13.3%	7Q	SEC ↗
6	UBS Group AG	6,240,391	$164M	+621,455	+11.1%	14Q	SEC ↗
7	Cetera Investment Advisers	5,061,712	$133M	+765,563	+17.8%	15Q	SEC ↗
8	Capital Advantage, Inc.	3,791,682	$99M	+1,292,902	+51.7%	5Q	SEC ↗
9	COMMONWEALTH EQUITY SERVICES, LLC	3,334,411	$87M	-120,961	-3.5%	15Q	SEC ↗
10	OSAIC HOLDINGS, INC.	3,285,180	$86M	+597,504	+22.2%	15Q	SEC ↗
11	GREAT VALLEY ADVISOR GROUP, INC.	2,845,539	$75M	+107,705	+3.9%	8Q	SEC ↗
12	JONES FINANCIAL COMPANIES LLLP	2,326,317	$61M	+500,847	+27.4%	10Q	SEC ↗
13	STIFEL FINANCIAL CORP	2,195,645	$58M	+291,032	+15.3%	13Q	SEC ↗
14	Cambridge Investment Research Advisors	2,029,029	$53M	+297,766	+17.2%	14Q	SEC ↗
15	ROYAL BANK OF CANADA	1,845,865	$48M	+59,027	+3.3%	14Q	SEC ↗
16	Schusterman Interests, LLC NEW	1,818,185	$48M	—	+0.0%	1Q	SEC ↗
17	MML INVESTORS SERVICES, LLC	1,792,846	$47M	+429,674	+31.5%	13Q	SEC ↗
18	Valmark Advisers, Inc.	1,774,486	$47M	+248,741	+16.3%	11Q	SEC ↗
19	Beacon Pointe Advisors, LLC	1,550,326	$41M	-10,962	-0.7%	5Q	SEC ↗
20	WEALTH ENHANCEMENT ADVISORY SERVICES,	1,301,349	$34M	+30,429	+2.4%	12Q	SEC ↗
21	Kestra Advisory Services, LLC	1,271,974	$33M	+284,941	+28.9%	12Q	SEC ↗
22	Baird Financial Group, Inc.	1,136,768	$30M	+84,470	+8.0%	9Q	SEC ↗
23	CWM, LLC	1,130,597	$30M	+175,837	+18.4%	7Q	SEC ↗
24	BENJAMIN EDWARDS INC	960,524	$25M	+236,223	+32.6%	8Q	SEC ↗
25	Waverly Advisors, LLC NEW	951,076	$25M	—	+0.0%	1Q	SEC ↗
26	NORTHWESTERN MUTUAL WEALTH MANAGEMENT	940,884	$25M	+86,194	+10.1%	9Q	SEC ↗
27	REGATTA CAPITAL GROUP, LLC	907,530	$24M	+70,304	+8.4%	5Q	SEC ↗
28	TruWealth Advisors, LLC	870,241	$23M	+94,372	+12.2%	8Q	SEC ↗
29	BlueStem Wealth Partners, LLC	828,507	$22M	+134,546	+19.4%	6Q	SEC ↗
30	TrueWealth Advisors, LLC	796,067	$21M	+7,272	+0.9%	12Q	SEC ↗
31	Winch Advisory Services, LLC	791,200	$21M	+11,246	+1.4%	12Q	SEC ↗
32	&PARTNERS	784,662	$21M	+218,539	+38.6%	8Q	SEC ↗
33	Janney Montgomery Scott LLC	775,013	$20M	+153,958	+24.8%	13Q	SEC ↗
34	J. Derek Lewis & Associates Inc.	768,767	$20M	+65,080	+9.2%	3Q	SEC ↗
35	Compton Financial Group, LLC	738,465	$19M	+461,468	+166.6%	3Q	SEC ↗
36	STEPHENS INC /AR	729,186	$19M	+26,086	+3.7%	10Q	SEC ↗
37	Redhawk Wealth Advisors, Inc.	693,381	$18M	-14,404	-2.0%	9Q	SEC ↗
38	EQ WEALTH ADVISORS, LLC	679,303	$18M	+40,913	+6.4%	7Q	SEC ↗
39	Entruity Wealth, LLC	637,736	$17M	+242,335	+61.3%	7Q	SEC ↗
40	Prospera Financial Services Inc	627,005	$16M	+17,679	+2.9%	11Q	SEC ↗
41	NewEdge Advisors, LLC	613,158	$16M	+77,877	+14.5%	13Q	SEC ↗
42	Per Stirling Capital Management, LLC.	599,845	$16M	+89,111	+17.4%	3Q	SEC ↗
43	VICUS CAPITAL	561,637	$15M	+64,133	+12.9%	13Q	SEC ↗
44	Private Advisor Group, LLC	556,556	$15M	-213,894	-27.8%	13Q	SEC ↗
45	KWB Wealth	527,423	$14M	+169,146	+47.2%	7Q	SEC ↗
46	Sunbelt Securities, Inc.	516,085	$14M	+85,162	+19.8%	6Q	SEC ↗
47	Centennial Wealth Advisory LLC	478,468	$13M	+24,712	+5.4%	8Q	SEC ↗
48	Markowski Investments NEW	471,323	$12M	—	+0.0%	1Q	SEC ↗
49	Smartleaf Asset Management LLC	455,538	$12M	—	+0.0%	8Q	SEC ↗
50	Souders Financial Advisors	442,298	$12M	+28,672	+6.9%	14Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
Schusterman Interests, LLC	1,818,185	$48M
Waverly Advisors, LLC	951,076	$25M
Markowski Investments	471,323	$12M
GOLDMAN SACHS GROUP INC	256,593	$7M
Global Retirement Partners, LLC	215,533	$6M
JANE STREET GROUP, LLC	156,412	$4M
Schuylkill Financial LLC	124,391	$3M
COMPASS FINANCIAL MANAGEMENT LLC	115,907	$3M
Forthright Family Wealth Advisory L	115,558	$3M
OLD MISSION CAPITAL LLC	95,973	$3M
BANK OF AMERICA CORP /DE	94,215	$2M
J.W. COLE ADVISORS, INC.	64,035	$2M
Diversify Advisory Services, LLC	49,595	$1M
Ameritas Advisory Services, LLC	47,618	$1M
Kachkovsky & Fisher, Inc.	40,920	$1M
IFG Advisory, LLC	35,046	$920K
RENAISSANCE TECHNOLOGIES LLC	30,900	$811K
Stonebridge Financial Group, LLC	23,590	$619K
MONEY CONCEPTS CAPITAL CORP	21,859	$574K
GWN SECURITIES INC.	19,645	$515K

Sold Out (20)

Holder	Prev Shares	Prev Value
FLOW TRADERS U.S. LLC	62,500	$2M
Independent Advisor Alliance	39,932	$1M
TrueWealth Financial Partners	27,135	$712K
Richmond Investment Services, LLC	21,209	$557K
NORTHERN TRUST CORP	18,416	$483K
INTEGRITY ALLIANCE, LLC.	14,632	$384K
Parsonex Advisory Services, Inc.	12,785	$335K
CENTAURUS FINANCIAL, INC.	11,003	$289K
Crumly & Associates Inc.	10,780	$283K
IFS Group,LLC	10,098	$265K
Sharkey, Howes & Javer	9,092	$239K
Tribridge Partners Financial LLC	8,517	$223K
KINGSWOOD WEALTH ADVISORS, LLC	8,255	$217K
Beverly Hills Private Wealth, LLC	8,222	$216K
Vermillion & White Wealth Managemen	3,357	$88K
PITTENGER & ANDERSON INC	2,750	$72K
US BANCORP \DE	750	$20K
FMR LLC	643	$17K
Allworth Financial LP	543	$14K
Financial Life Planners	134	$4K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
LPL Financial LLC	+2,781,841	+14.7%	21,684,661
WELLS FARGO & COMPANY/MN	+2,590,478	+35.2%	9,954,981
Capital Advantage, Inc.	+1,292,902	+51.7%	3,791,682
ENVESTNET ASSET MANAGEMENT INC	+1,259,374	+16.1%	9,076,177
RAYMOND JAMES FINANCIAL INC	+928,499	+13.3%	7,927,229
Cetera Investment Advisers	+765,563	+17.8%	5,061,712
MORGAN STANLEY	+751,761	+10.5%	7,932,936
UBS Group AG	+621,455	+11.1%	6,240,391
OSAIC HOLDINGS, INC.	+597,504	+22.2%	3,285,180
JONES FINANCIAL COMPANIES LLLP	+500,847	+27.4%	2,326,317
Compton Financial Group, LLC	+461,468	+166.6%	738,465
MML INVESTORS SERVICES, LLC	+429,674	+31.5%	1,792,846
Cambridge Investment Research Advis	+297,766	+17.2%	2,029,029
STIFEL FINANCIAL CORP	+291,032	+15.3%	2,195,645
Kestra Advisory Services, LLC	+284,941	+28.9%	1,271,974
Valmark Advisers, Inc.	+248,741	+16.3%	1,774,486
Entruity Wealth, LLC	+242,335	+61.3%	637,736
BENJAMIN EDWARDS INC	+236,223	+32.6%	960,524
Turning Point Benefit Group, Inc.	+233,136	+146.9%	391,822
&PARTNERS	+218,539	+38.6%	784,662

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
KMG FIDUCIARY PARTNERS, LLC	-369,409	-92.8%	28,711
Mariner, LLC	-262,459	-92.2%	22,287
CREATIVE FINANCIAL DESIGNS INC /ADV	-251,949	-92.6%	20,001
RHL GROUP, LLC	-220,588	-48.8%	231,018
Private Advisor Group, LLC	-213,894	-27.8%	556,556
Gateway Wealth Partners, LLC	-125,595	-37.8%	206,345
COMMONWEALTH EQUITY SERVICES, LLC	-120,961	-3.5%	3,334,411
Kingsview Wealth Management, LLC	-80,804	-20.0%	323,447
Summit Financial, LLC	-78,197	-22.7%	265,625
Orion Porfolio Solutions, LLC	-51,524	-39.3%	79,511
Merited Wealth, LLC	-44,682	-60.4%	29,288
BNB Wealth Management, LLC	-42,558	-12.6%	296,159
SUSQUEHANNA INTERNATIONAL GROUP, LL	-38,436	-26.2%	108,077
Skyline Advisors, Inc.	-29,953	-8.7%	313,360
SIGNATURE ESTATE & INVESTMENT ADVIS	-29,918	-76.4%	9,259
Midwest Financial Network, LLC	-28,556	-19.0%	121,844
Boyer Financial Services, Inc.	-24,123	-18.4%	106,902
NOVEM GROUP	-20,776	-12.5%	145,056
Perennial Investment Advisors, LLC	-15,202	-11.4%	117,750
Redhawk Wealth Advisors, Inc.	-14,404	-2.0%	693,381

CGMS Institutional Ownership

Institutional Ownership — CGMS

Ownership Trends

Top Institutional Holders (387 total)

Recent Activity

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