CNAV Institutional Ownership
Mohr Company Nav ETF
1W: +1.4%
YTD: +6.8%
$41.97
+0.19 (+0.46%)
Overview
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Institutional Ownership — CNAV
9
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
24M
Total Invested
3
New Positions
0
Increased
5
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (9 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | AE Wealth Management LLC | 440,323 | $18M | -5,925 | -1.3% | 7Q | SEC ↗ |
| 2 | Maridea Wealth Management LLC NEW | 33,735 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 3 | FSA Advisors, Inc. | 10,808 | $454K | -331 | -3.0% | 5Q | SEC ↗ |
| 4 | Signal Advisors Wealth, LLC | 9,731 | $408K | — | +0.0% | 3Q | SEC ↗ |
| 5 | GTS SECURITIES LLC | 6,668 | $280K | -2,069 | -23.7% | 7Q | SEC ↗ |
| 6 | CMC Financial Group NEW | 5,701 | $239K | — | +0.0% | 1Q | SEC ↗ |
| 7 | Key Capital Management, INC | 2,375 | $100K | -3 | -0.1% | 2Q | SEC ↗ |
| 8 | Lloyd Advisory Services, LLC. NEW | 579 | $24K | — | +0.0% | 1Q | SEC ↗ |
| 9 | UBS Group AG | 3 | $0K | -249 | -98.8% | 7Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| Maridea Wealth Management LLC | 33,735 | $1M |
| CMC Financial Group | 5,701 | $239K |
| Lloyd Advisory Services, LLC. | 579 | $24K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (0)
None.
Biggest Decreases (5)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| AE Wealth Management LLC | -5,925 | -1.3% | 440,323 |
| GTS SECURITIES LLC | -2,069 | -23.7% | 6,668 |
| FSA Advisors, Inc. | -331 | -3.0% | 10,808 |
| UBS Group AG | -249 | -98.8% | 3 |
| Key Capital Management, INC | -3 | -0.1% | 2,375 |