CMDY Institutional Ownership
iShares Bloomberg Roll Select Commodity Strategy ETF
1W: -1.2%
1M: -0.9%
3M: +13.2%
YTD: +30.2%
1Y: +36.0%
3Y: +51.4%
5Y: +65.5%
$63.57
-0.28 (-0.44%)
Weekly Expected Move ±1.8%
$61
$62
$64
$65
$66
Overview
Chart
Holdings
Changes
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Analysis
Peers
Institutions
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Short Interest
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Institutional Ownership — CMDY
82
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
304M
Total Invested
12
New Positions
24
Increased
35
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (92 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | TD Waterhouse Canada Inc. | 1,433,635 | $91M | +306,155 | +27.2% | 8Q | SEC ↗ |
| 2 | AMERIPRISE FINANCIAL INC | 856,123 | $54M | -7,735 | -0.9% | 16Q | SEC ↗ |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 411,442 | $26M | -22,948 | -5.3% | 17Q | SEC ↗ |
| 4 | Heck Capital Advisors, LLC NEW | 407,139 | $26M | — | +0.0% | 1Q | SEC ↗ |
| 5 | FIRST FOUNDATION ADVISORS | 284,185 | $18M | +150,986 | +113.4% | 3Q | SEC ↗ |
| 6 | PRINCIPAL SECURITIES, INC. | 270,142 | $17M | -15,965 | -5.6% | 11Q | SEC ↗ |
| 7 | BANK OF AMERICA CORP /DE | 211,943 | $13M | +50,125 | +31.0% | 15Q | SEC ↗ |
| 8 | Disciplina Capital Management LLC | 200,154 | $13M | +8,080 | +4.2% | 20Q | SEC ↗ |
| 9 | OSAIC HOLDINGS, INC. | 173,084 | $11M | +42,838 | +32.9% | 23Q | SEC ↗ |
| 10 | LPL Financial LLC | 156,096 | $10M | +24,218 | +18.4% | 21Q | SEC ↗ |
| 11 | WESBANCO BANK INC | 137,186 | $9M | +76,486 | +126.0% | 5Q | SEC ↗ |
| 12 | Proficio Capital Partners LLC | 134,645 | $9M | +51,505 | +61.9% | 2Q | SEC ↗ |
| 13 | JPMORGAN CHASE & CO | 126,351 | $8M | -10,777 | -7.9% | 12Q | SEC ↗ |
| 14 | Alaska Wealth Advisors, LLC | 98,138 | $6M | -2,932 | -2.9% | 13Q | SEC ↗ |
| 15 | RAYMOND JAMES FINANCIAL INC | 95,905 | $6M | +24,607 | +34.5% | 7Q | SEC ↗ |
| 16 | Horizons Wealth Management | 91,840 | $6M | -1,469 | -1.6% | 16Q | SEC ↗ |
| 17 | FDx Advisors, Inc. | 70,022 | $4M | -3,839 | -5.2% | 2Q | SEC ↗ |
| 18 | Vontobel Holding Ltd. | 61,200 | $4M | -70,800 | -53.6% | 2Q | SEC ↗ |
| 19 | Cetera Investment Advisers | 41,576 | $3M | +21,449 | +106.6% | 17Q | SEC ↗ |
| 20 | SteelPeak Wealth, LLC | 28,480 | $2M | +2,473 | +9.5% | 3Q | SEC ↗ |
| 21 | Kingsview Wealth Management, LLC | 27,472 | $2M | +488 | +1.8% | 23Q | SEC ↗ |
| 22 | SILVER OAK SECURITIES, INCORPORATED | 21,499 | $1M | -681 | -3.1% | 13Q | SEC ↗ |
| 23 | OpenArc Corporate Advisory, LLC | 20,746 | $1M | — | +0.0% | 2Q | SEC ↗ |
| 24 | COHEN & STEERS, INC. | 18,621 | $1M | +3,442 | +22.7% | 16Q | SEC ↗ |
| 25 | Cambridge Investment Research Advisors | 18,480 | $1M | -713 | -3.7% | 18Q | SEC ↗ |
| 26 | JANE STREET GROUP, LLC NEW | 17,990 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 27 | LITTLE HOUSE CAPITAL LLC | 17,755 | $1M | +495 | +2.9% | 2Q | SEC ↗ |
| 28 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15,548 | $988K | -31,702 | -67.1% | 2Q | SEC ↗ |
| 29 | LAKE STREET PRIVATE WEALTH, LLC | 14,663 | $932K | -1 | -0.0% | 23Q | SEC ↗ |
| 30 | TRUIST FINANCIAL CORP | 13,853 | $881K | -191 | -1.4% | 13Q | SEC ↗ |
| 31 | LAUREL OAK WEALTH MANAGEMENT, LLC | 13,256 | $843K | -356 | -2.6% | 3Q | SEC ↗ |
| 32 | National Philanthropic Trust | 11,230 | $714K | -882 | -7.3% | 11Q | SEC ↗ |
| 33 | HOLLENCREST CAPITAL MANAGEMENT | 11,230 | $714K | -882 | -7.3% | 15Q | SEC ↗ |
| 34 | MML INVESTORS SERVICES, LLC | 10,766 | $684K | -366 | -3.3% | 4Q | SEC ↗ |
| 35 | Fifth Third Securities, Inc. | 8,581 | $545K | +731 | +9.3% | 7Q | SEC ↗ |
| 36 | Pullen Investment Management, LLC | 8,114 | $516K | -1,000 | -11.0% | 10Q | SEC ↗ |
| 37 | Columbia River Financial Group, LLC | 7,816 | $497K | +156 | +2.0% | 7Q | SEC ↗ |
| 38 | Focus Partners Wealth | 6,579 | $418K | -2,046 | -23.7% | 5Q | SEC ↗ |
| 39 | Valmark Advisers, Inc. | 6,187 | $393K | -418 | -6.3% | 6Q | SEC ↗ |
| 40 | Orion Porfolio Solutions, LLC | 5,832 | $371K | -475 | -7.5% | 13Q | SEC ↗ |
| 41 | FLOW TRADERS U.S. LLC NEW | 5,562 | $354K | — | +0.0% | 1Q | SEC ↗ |
| 42 | HighTower Advisors, LLC | 5,441 | $346K | -1,135 | -17.3% | 2Q | SEC ↗ |
| 43 | Creative Planning NEW | 5,414 | $344K | — | +0.0% | 1Q | SEC ↗ |
| 44 | Noble Wealth Partners LLC NEW | 5,174 | $329K | — | +0.0% | 1Q | SEC ↗ |
| 45 | COMMONWEALTH EQUITY SERVICES, LLC | 5,124 | $326K | -80 | -1.5% | 10Q | SEC ↗ |
| 46 | Seaside Wealth Management, Inc. | 4,910 | $312K | +53 | +1.1% | 4Q | SEC ↗ |
| 47 | Atria Investments, Inc | 4,314 | $274K | -93 | -2.1% | 9Q | SEC ↗ |
| 48 | Faithward Advisors, LLC | 3,823 | $243K | -820 | -17.7% | 11Q | SEC ↗ |
| 49 | MANNING & NAPIER ADVISORS LLC | 3,315 | $211K | — | +0.0% | 3Q | SEC ↗ |
| 50 | Advisors Preferred, LLC | 2,224 | $141K | -511 | -18.7% | 2Q | SEC ↗ |
Recent Activity
New Positions (12)
| Holder | Shares | Value |
|---|---|---|
| Heck Capital Advisors, LLC | 407,139 | $26M |
| JANE STREET GROUP, LLC | 17,990 | $1M |
| FLOW TRADERS U.S. LLC | 5,562 | $354K |
| Creative Planning | 5,414 | $344K |
| Noble Wealth Partners LLC | 5,174 | $329K |
| Parallel Advisors, LLC | 1,947 | $124K |
| MATHER GROUP, LLC. | 1,718 | $109K |
| JONES FINANCIAL COMPANIES LLLP | 985 | $63K |
| GROESBECK INVESTMENT MANAGEMENT COR | 910 | $58K |
| US BANCORP \DE | 294 | $19K |
| NBH Bank | 150 | $10K |
| Financial Network Wealth Advisors L | 31 | $2K |
Sold Out (11)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| FIDUCIENT ADVISORS LLC | 32,209 | $2M |
| MORGAN STANLEY | 6,965 | $443K |
| Advisory Services Network, LLC | 3,834 | $244K |
| COLDSTREAM CAPITAL MANAGEMENT INC | 3,379 | $215K |
| SageView Advisory Group, LLC | 1,355 | $86K |
| Eagle Bay Advisors LLC | 1,000 | $64K |
| DV Trading LLC | 600 | $38K |
| Kestra Advisory Services, LLC | 536 | $34K |
| WELLS FARGO & COMPANY/MN | 89 | $6K |
| ASSETMARK, INC | 41 | $3K |
| Strategic Advocates LLC | 7 | $0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| TD Waterhouse Canada Inc. | +306,155 | +27.2% | 1,433,635 |
| FIRST FOUNDATION ADVISORS | +150,986 | +113.4% | 284,185 |
| WESBANCO BANK INC | +76,486 | +126.0% | 137,186 |
| Proficio Capital Partners LLC | +51,505 | +61.9% | 134,645 |
| BANK OF AMERICA CORP /DE | +50,125 | +31.0% | 211,943 |
| OSAIC HOLDINGS, INC. | +42,838 | +32.9% | 173,084 |
| RAYMOND JAMES FINANCIAL INC | +24,607 | +34.5% | 95,905 |
| LPL Financial LLC | +24,218 | +18.4% | 156,096 |
| Cetera Investment Advisers | +21,449 | +106.6% | 41,576 |
| Disciplina Capital Management LLC | +8,080 | +4.2% | 200,154 |
| COHEN & STEERS, INC. | +3,442 | +22.7% | 18,621 |
| SteelPeak Wealth, LLC | +2,473 | +9.5% | 28,480 |
| Fifth Third Securities, Inc. | +731 | +9.3% | 8,581 |
| LITTLE HOUSE CAPITAL LLC | +495 | +2.9% | 17,755 |
| Kingsview Wealth Management, LLC | +488 | +1.8% | 27,472 |
| UBS Group AG | +381 | +142.7% | 648 |
| FMR LLC | +244 | +4880.0% | 249 |
| Columbia River Financial Group, LLC | +156 | +2.0% | 7,816 |
| SALEM INVESTMENT COUNSELORS INC | +100 | +16.7% | 700 |
| ROYAL BANK OF CANADA | +54 | +112.5% | 102 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Vontobel Holding Ltd. | -70,800 | -53.6% | 61,200 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -31,702 | -67.1% | 15,548 |
| ENVESTNET ASSET MANAGEMENT INC | -22,948 | -5.3% | 411,442 |
| PRINCIPAL SECURITIES, INC. | -15,965 | -5.6% | 270,142 |
| JPMORGAN CHASE & CO | -10,777 | -7.9% | 126,351 |
| AMERIPRISE FINANCIAL INC | -7,735 | -0.9% | 856,123 |
| FDx Advisors, Inc. | -3,839 | -5.2% | 70,022 |
| Alaska Wealth Advisors, LLC | -2,932 | -2.9% | 98,138 |
| Focus Partners Wealth | -2,046 | -23.7% | 6,579 |
| Horizons Wealth Management | -1,469 | -1.6% | 91,840 |
| HighTower Advisors, LLC | -1,135 | -17.3% | 5,441 |
| Pullen Investment Management, LLC | -1,000 | -11.0% | 8,114 |
| National Philanthropic Trust | -882 | -7.3% | 11,230 |
| HOLLENCREST CAPITAL MANAGEMENT | -882 | -7.3% | 11,230 |
| Faithward Advisors, LLC | -820 | -17.7% | 3,823 |
| Cambridge Investment Research Advis | -713 | -3.7% | 18,480 |
| SILVER OAK SECURITIES, INCORPORATED | -681 | -3.1% | 21,499 |
| NewEdge Advisors, LLC | -597 | -47.5% | 659 |
| Advisors Preferred, LLC | -511 | -18.7% | 2,224 |
| Orion Porfolio Solutions, LLC | -475 | -7.5% | 5,832 |