$26.01

-0.01 (-0.04%)

Weekly Expected Move ±0.8%

$26 $26 $26 $26 $26

ETF AMEX · AUM $6.1B

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

Institutional Ownership — CGMU

365

Institutional Holders

+22 vs prior quarter

0.0%

Ownership

+0.00pp

Total Invested

New Positions

211

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (376 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	Capital International Investors	50,129,642	1.3B	+3,414,937	+7.3%	15Q	SEC ↗
2	ENVESTNET ASSET MANAGEMENT INC	13,701,352	$356M	+859,323	+6.7%	15Q	SEC ↗
3	LPL Financial LLC	11,590,616	$301M	+1,433,775	+14.1%	13Q	SEC ↗
4	MORGAN STANLEY	10,864,259	$283M	+543,462	+5.3%	10Q	SEC ↗
5	NORTHWESTERN MUTUAL WEALTH MANAGEMENT	9,893,297	$257M	+1,129,790	+12.9%	11Q	SEC ↗
6	WELLS FARGO & COMPANY/MN	8,666,614	$225M	+1,149,225	+15.3%	10Q	SEC ↗
7	JONES FINANCIAL COMPANIES LLLP	5,493,642	$143M	+1,542,864	+39.1%	10Q	SEC ↗
8	Cetera Investment Advisers	5,174,365	$135M	+296,672	+6.1%	15Q	SEC ↗
9	UBS Group AG	4,610,111	$120M	+233,238	+5.3%	15Q	SEC ↗
10	RAYMOND JAMES FINANCIAL INC	3,861,789	$100M	+1,035,758	+36.7%	7Q	SEC ↗
11	COMMONWEALTH EQUITY SERVICES, LLC	2,929,467	$76M	-19,035	-0.6%	15Q	SEC ↗
12	OSAIC HOLDINGS, INC.	2,862,085	$74M	+542,510	+23.4%	15Q	SEC ↗
13	MML INVESTORS SERVICES, LLC	2,479,147	$64M	+418,233	+20.3%	15Q	SEC ↗
14	BANK OF AMERICA CORP /DE	2,412,135	$63M	+715,934	+42.2%	9Q	SEC ↗
15	STIFEL FINANCIAL CORP	2,228,862	$58M	+136,486	+6.5%	13Q	SEC ↗
16	Cambridge Investment Research Advisors	2,160,787	$56M	+64,579	+3.1%	15Q	SEC ↗
17	Capital Group Private Client Services,	1,946,260	$51M	+355,101	+22.3%	15Q	SEC ↗
18	Blue Chip Partners, LLC	1,585,807	$41M	-67,194	-4.1%	6Q	SEC ↗
19	ROYAL BANK OF CANADA	1,581,945	$41M	+229,416	+17.0%	14Q	SEC ↗
20	GREAT VALLEY ADVISOR GROUP, INC.	1,579,564	$41M	+95,544	+6.4%	12Q	SEC ↗
21	JPMORGAN CHASE & CO	1,527,399	$40M	+553,409	+56.8%	9Q	SEC ↗
22	ASSETMARK, INC	1,388,326	$36M	+134,255	+10.7%	8Q	SEC ↗
23	Venturi Wealth Management, LLC	1,321,147	$34M	+53,703	+4.2%	11Q	SEC ↗
24	Vestmark Advisory Solutions, Inc.	1,308,396	$34M	-31	-0.0%	8Q	SEC ↗
25	NATIXIS ADVISORS, LLC	1,261,457	$33M	+437,920	+53.2%	5Q	SEC ↗
26	Confluence Wealth Services, Inc.	1,168,831	$30M	+50,575	+4.5%	9Q	SEC ↗
27	SEI INVESTMENTS CO	1,154,308	$30M	+189,032	+19.6%	5Q	SEC ↗
28	Beacon Pointe Advisors, LLC	1,086,840	$28M	+75,766	+7.5%	5Q	SEC ↗
29	Capital Analysts, LLC	1,078,448	$28M	+119,984	+12.5%	7Q	SEC ↗
30	Janney Montgomery Scott LLC	946,844	$25M	+147,762	+18.5%	11Q	SEC ↗
31	Larson Financial Group LLC	917,990	$24M	+157,609	+20.7%	6Q	SEC ↗
32	J. Derek Lewis & Associates Inc.	885,576	$23M	+65,365	+8.0%	3Q	SEC ↗
33	TRUIST FINANCIAL CORP	871,296	$23M	+106,058	+13.9%	8Q	SEC ↗
34	Aprio Wealth Management, LLC	836,728	$22M	-69,419	-7.7%	3Q	SEC ↗
35	Kestra Advisory Services, LLC	748,312	$19M	+140,203	+23.1%	12Q	SEC ↗
36	Orion Porfolio Solutions, LLC	742,297	$19M	+55,192	+8.0%	8Q	SEC ↗
37	Private Advisor Group, LLC	722,530	$19M	-186,104	-20.5%	13Q	SEC ↗
38	Clear Trail Advisors, LLC	663,356	$17M	+151,173	+29.5%	2Q	SEC ↗
39	HUNTER ASSOCIATES INVESTMENT MANAGEMEN	582,270	$15M	+22,446	+4.0%	5Q	SEC ↗
40	PRINCIPAL SECURITIES, INC.	539,112	$14M	+40,527	+8.1%	11Q	SEC ↗
41	EP Wealth Advisors, LLC	516,264	$13M	+21,314	+4.3%	2Q	SEC ↗
42	MOSAIC FAMILY WEALTH PARTNERS, LLC	461,043	$12M	+258,282	+127.4%	3Q	SEC ↗
43	KESTRA PRIVATE WEALTH SERVICES, LLC	456,014	$12M	+5,882	+1.3%	10Q	SEC ↗
44	MB, LEVIS & ASSOCIATES, LLC	422,343	$11M	+26,053	+6.6%	4Q	SEC ↗
45	EnRich Financial Partners LLC	415,313	$11M	+9,709	+2.4%	5Q	SEC ↗
46	RMR Wealth Builders	414,630	$11M	+29,033	+7.5%	3Q	SEC ↗
47	&PARTNERS	408,202	$11M	+53,666	+15.1%	10Q	SEC ↗
48	BENJAMIN EDWARDS INC	404,334	$11M	+69,575	+20.8%	8Q	SEC ↗
49	CREATIVE FINANCIAL DESIGNS INC /ADV	402,606	$10M	+273,820	+212.6%	9Q	SEC ↗
50	Baird Financial Group, Inc.	387,615	$10M	+48,719	+14.4%	12Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
Copper Harbor Investment Advisors,	264,359	$7M
VAQUERO PRIVATE WEALTH, LTD	251,465	$7M
ARQ WEALTH ADVISORS, LLC	201,026	$5M
Global Retirement Partners, LLC	137,957	$4M
Snider Financial Group	88,906	$2M
QUANTUM FINANCIAL PARTNERS LLC	63,567	$2M
IHT Wealth Management, LLC	60,483	$2M
J.W. COLE ADVISORS, INC.	52,129	$1M
Quantinno Capital Management LP	47,130	$1M
IFG Advisory, LLC	41,030	$1M
Equity Wealth Partners, LLC	32,679	$850K
AXXCESS WEALTH MANAGEMENT, LLC	30,251	$787K
HB Wealth Management, LLC	29,100	$757K
Snowden Capital Advisors LLC	26,784	$697K
CAMBRIDGE CAPITAL MANAGEMENT, LLC	22,891	$595K
Diversify Advisory Services, LLC	21,969	$571K
Family Office Research LLC	21,415	$557K
VICTORY FINANCIAL GROUP, LLC	19,451	$506K
SUCCESSION FINANCIAL, INC.	18,162	$472K
BlackRock, Inc.	16,987	$442K

Sold Out (20)

Holder	Prev Shares	Prev Value
Royal Harbor Partners, LLC	453,277	$12M
Independent Advisor Alliance	122,711	$3M
FIG FINANCIAL ADVISORY SERVICES INC	101,647	$3M
Fi3 FINANCIAL ADVISORS, LLC	50,187	$1M
SUSQUEHANNA INTERNATIONAL GROUP, LL	25,803	$671K
CONTINENTAL INVESTORS SERVICES, INC	20,518	$534K
Focus Partners Wealth	14,852	$386K
NORTHERN TRUST CORP	12,700	$330K
Patriot Financial Group Insurance A	11,878	$309K
Hilltop Holdings Inc.	11,603	$302K
WORLD EQUITY GROUP, INC.	11,584	$301K
MONETA GROUP INVESTMENT ADVISORS LL	7,967	$207K
Mayflower Financial Advisors, LLC	7,947	$207K
Saxony Capital Management, LLC	7,416	$193K
QUADRANT CAPITAL GROUP LLC	6,047	$157K
SIGNATUREFD, LLC	4,551	$118K
Root Financial Partners, LLC	3,756	$98K
MAI Capital Management	1,975	$51K
CORE WEALTH ADVISORS, LLC	1,768	$46K
Opal Wealth Advisors, LLC	805	$21K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
Capital International Investors	+3,414,937	+7.3%	50,129,642
JONES FINANCIAL COMPANIES LLLP	+1,542,864	+39.1%	5,493,642
LPL Financial LLC	+1,433,775	+14.1%	11,590,616
WELLS FARGO & COMPANY/MN	+1,149,225	+15.3%	8,666,614
NORTHWESTERN MUTUAL WEALTH MANAGEME	+1,129,790	+12.9%	9,893,297
RAYMOND JAMES FINANCIAL INC	+1,035,758	+36.7%	3,861,789
ENVESTNET ASSET MANAGEMENT INC	+859,323	+6.7%	13,701,352
BANK OF AMERICA CORP /DE	+715,934	+42.2%	2,412,135
JPMORGAN CHASE & CO	+553,409	+56.8%	1,527,399
MORGAN STANLEY	+543,462	+5.3%	10,864,259
OSAIC HOLDINGS, INC.	+542,510	+23.4%	2,862,085
NATIXIS ADVISORS, LLC	+437,920	+53.2%	1,261,457
MML INVESTORS SERVICES, LLC	+418,233	+20.3%	2,479,147
RENAISSANCE TECHNOLOGIES LLC	+356,810	+1652.7%	378,400
Capital Group Private Client Servic	+355,101	+22.3%	1,946,260
Cetera Investment Advisers	+296,672	+6.1%	5,174,365
CREATIVE FINANCIAL DESIGNS INC /ADV	+273,820	+212.6%	402,606
MOSAIC FAMILY WEALTH PARTNERS, LLC	+258,282	+127.4%	461,043
Arax Advisory Partners	+242,349	+156354.2%	242,504
UBS Group AG	+233,238	+5.3%	4,610,111

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
JANE STREET GROUP, LLC	-639,016	-98.6%	8,833
Elequin Capital, LP	-256,426	-93.5%	17,857
Private Advisor Group, LLC	-186,104	-20.5%	722,530
Prospera Financial Services Inc	-102,412	-69.9%	44,204
Sanctuary Advisors, LLC	-91,714	-51.0%	88,180
OLD MISSION CAPITAL LLC	-74,901	-84.7%	13,557
Aprio Wealth Management, LLC	-69,419	-7.7%	836,728
Blue Chip Partners, LLC	-67,194	-4.1%	1,585,807
Gutierrez Wealth Advisory, LLC	-41,448	-13.2%	271,595
Alliance Private Wealth, LLC	-40,189	-11.3%	315,801
Capital Planning LLC	-37,267	-22.0%	131,819
Summit Financial, LLC	-34,299	-12.4%	241,477
Skyline Advisors, Inc.	-31,497	-19.2%	132,850
Bay Colony Advisory Group, Inc d/b/	-27,706	-24.6%	84,849
KWB Wealth	-24,350	-64.9%	13,184
Gateway Wealth Partners, LLC	-23,849	-15.8%	126,887
Total Clarity Wealth Management, In	-23,818	-13.3%	155,828
ROBINSON SMITH WEALTH ADVISORS LLC	-23,589	-6.7%	326,095
D.A. DAVIDSON & CO.	-19,614	-67.6%	9,414
COMMONWEALTH EQUITY SERVICES, LLC	-19,035	-0.6%	2,929,467

CGMU Institutional Ownership

Institutional Ownership — CGMU

Ownership Trends

Top Institutional Holders (376 total)

Recent Activity

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