$15.27

-0.01 (-0.07%)

Weekly Expected Move ±1.5%

$15 $15 $15 $15 $16

ETF AMEX · AUM $136.4M

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

Institutional Ownership — COPY

Institutional Holders

+3 vs prior quarter

0.0%

Ownership

+0.00pp

84M

Total Invested

New Positions

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (55 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	PINNACLE ASSOCIATES LTD	1,368,387	21M	+151,870	+12.5%	2Q	SEC ↗
2	ROYAL BANK OF CANADA	960,682	15M	+767,875	+398.3%	5Q	SEC ↗
3	Pinnacle Wealth Management Advisory Gr	650,109	10M	+84,030	+14.8%	2Q	SEC ↗
4	LPL Financial LLC	417,066	6M	+48,999	+13.3%	4Q	SEC ↗
5	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	331,322	5M	+10,929	+3.4%	4Q	SEC ↗
6	NKCFO LLC	330,750	5M	+6,450	+2.0%	2Q	SEC ↗
7	DKM Wealth Management, Inc.	217,962	3M	-2,310	-1.0%	6Q	SEC ↗
8	Sanctuary Advisors, LLC	187,111	3M	+42,495	+29.4%	4Q	SEC ↗
9	EverSource Wealth Advisors, LLC	181,351	3M	+30,069	+19.9%	3Q	SEC ↗
10	NewEdge Advisors, LLC NEW	152,276	2M	—	+0.0%	1Q	SEC ↗
11	Steward Partners Investment Advisory,	114,645	2M	+21,266	+22.8%	5Q	SEC ↗
12	D.A. DAVIDSON & CO.	102,729	2M	-89,371	-46.5%	3Q	SEC ↗
13	GREAT VALLEY ADVISOR GROUP, INC. NEW	100,814	2M	—	+0.0%	1Q	SEC ↗
14	Arete Wealth Advisors, LLC	92,620	1M	+55,705	+150.9%	3Q	SEC ↗
15	Mutual Advisors, LLC	70,926	1M	-355	-0.5%	5Q	SEC ↗
16	OPPENHEIMER & CO INC	67,259	1M	+6,852	+11.3%	4Q	SEC ↗
17	GTS SECURITIES LLC	46,753	714K	-6,642	-12.4%	2Q	SEC ↗
18	INGALLS & SNYDER LLC	39,947	610K	—	+0.0%	4Q	SEC ↗
19	PFG Investments, LLC	27,099	414K	-100	-0.4%	4Q	SEC ↗
20	Certified Advisory Corp	26,259	401K	—	+0.0%	5Q	SEC ↗
21	Advisors Capital Management, LLC	25,428	388K	—	+0.0%	2Q	SEC ↗
22	Kestra Advisory Services, LLC	23,183	354K	-234	-1.0%	2Q	SEC ↗
23	PRIVATE MANAGEMENT GROUP INC	20,099	307K	-408	-2.0%	6Q	SEC ↗
24	Fund Advisors of America Inc/FL	19,551	299K	+68	+0.3%	3Q	SEC ↗
25	TCFG WEALTH MANAGEMENT, LLC NEW	18,100	276K	—	+0.0%	1Q	SEC ↗
26	TCFG Investment Advisors, LLC	18,100	276K	—	+0.0%	2Q	SEC ↗
27	GLENMEDE TRUST CO NA	16,300	249K	-17,500	-51.8%	2Q	SEC ↗
28	Sage Capital Management, LLC NEW	14,800	226K	—	+0.0%	1Q	SEC ↗
29	THOROUGHBRED FINANCIAL SERVICES, LLC	13,416	205K	—	+0.0%	2Q	SEC ↗
30	Sequoia Financial Advisors, LLC	12,912	197K	—	+0.0%	2Q	SEC ↗
31	HighTower Advisors, LLC NEW	12,124	185K	—	+0.0%	1Q	SEC ↗
32	Joel Isaacson & Co., LLC	10,661	163K	+551	+5.5%	2Q	SEC ↗
33	N.E.W. Advisory Services LLC	8,518	130K	—	+0.0%	4Q	SEC ↗
34	Rialto Wealth Management, LLC	6,025	92K	+705	+13.3%	4Q	SEC ↗
35	OSAIC HOLDINGS, INC.	3,980	61K	+1,680	+73.0%	2Q	SEC ↗
36	Capital Analysts, LLC NEW	2,185	33K	—	+0.0%	1Q	SEC ↗
37	Federation des caisses Desjardins du Q	2,050	31K	—	+0.0%	4Q	SEC ↗
38	Arax Advisory Partners	1,514	23K	—	+0.0%	2Q	SEC ↗
39	MORGAN STANLEY NEW	1,020	16K	—	+0.0%	1Q	SEC ↗
40	Financial Gravity Companies, Inc. NEW	1,000	15K	—	+0.0%	1Q	SEC ↗
41	Financial Gravity Asset Management, In	1,000	15K	—	+0.0%	2Q	SEC ↗
42	MERCER GLOBAL ADVISORS INC /ADV NEW	930	14K	—	+0.0%	1Q	SEC ↗
43	FIFTH THIRD BANCORP NEW	654	10K	—	+0.0%	1Q	SEC ↗
44	UBS Group AG	548	8K	+448	+448.0%	2Q	SEC ↗
45	CoreCap Advisors, LLC NEW	206	3K	—	+0.0%	1Q	SEC ↗
46	Bogart Wealth, LLC	25	0K	—	+0.0%	3Q	SEC ↗
47	Bare Financial Services, Inc	0	0K	-4,341	-100.0%	3Q	SEC ↗
48	BANK OF AMERICA CORP /DE	0	0K	-16,780	-100.0%	3Q	SEC ↗
49	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0	0K	-535,853	-100.0%	3Q	SEC ↗
50	FMR LLC	0	0K	-2,000	-100.0%	1Q	SEC ↗

Recent Activity

New Positions (11)

Holder	Shares	Value
NewEdge Advisors, LLC	152,276	2M
GREAT VALLEY ADVISOR GROUP, INC.	100,814	2M
TCFG WEALTH MANAGEMENT, LLC	18,100	276K
Sage Capital Management, LLC	14,800	226K
HighTower Advisors, LLC	12,124	185K
Capital Analysts, LLC	2,185	33K
MORGAN STANLEY	1,020	16K
Financial Gravity Companies, Inc.	1,000	15K
MERCER GLOBAL ADVISORS INC /ADV	930	14K
FIFTH THIRD BANCORP	654	10K
CoreCap Advisors, LLC	206	3K

Sold Out (9)

Holder	Prev Shares	Prev Value
JANE STREET GROUP, LLC	700,000	11M
SUSQUEHANNA INTERNATIONAL GROUP, LL	535,853	8M
WEALTH ALLIANCE, LLC	20,000	305K
BANK OF AMERICA CORP /DE	16,780	256K
CITADEL ADVISORS LLC	12,986	198K
Sound Income Strategies, LLC	7,222	110K
Bare Financial Services, Inc	4,341	66K
FMR LLC	2,000	31K
Stone House Investment Management,	426	7K

Biggest Increases (16)

Holder	Added	Change %	Total Shares
ROYAL BANK OF CANADA	+767,875	+398.3%	960,682
PINNACLE ASSOCIATES LTD	+151,870	+12.5%	1,368,387
Pinnacle Wealth Management Advisory	+84,030	+14.8%	650,109
Arete Wealth Advisors, LLC	+55,705	+150.9%	92,620
LPL Financial LLC	+48,999	+13.3%	417,066
Sanctuary Advisors, LLC	+42,495	+29.4%	187,111
EverSource Wealth Advisors, LLC	+30,069	+19.9%	181,351
Steward Partners Investment Advisor	+21,266	+22.8%	114,645
NATIONS FINANCIAL GROUP INC, /IA/ /	+10,929	+3.4%	331,322
OPPENHEIMER & CO INC	+6,852	+11.3%	67,259
NKCFO LLC	+6,450	+2.0%	330,750
OSAIC HOLDINGS, INC.	+1,680	+73.0%	3,980
Rialto Wealth Management, LLC	+705	+13.3%	6,025
Joel Isaacson & Co., LLC	+551	+5.5%	10,661
UBS Group AG	+448	+448.0%	548
Fund Advisors of America Inc/FL	+68	+0.3%	19,551

Biggest Decreases (8)

Holder	Reduced	Change %	Total Shares
D.A. DAVIDSON & CO.	-89,371	-46.5%	102,729
GLENMEDE TRUST CO NA	-17,500	-51.8%	16,300
GTS SECURITIES LLC	-6,642	-12.4%	46,753
DKM Wealth Management, Inc.	-2,310	-1.0%	217,962
PRIVATE MANAGEMENT GROUP INC	-408	-2.0%	20,099
Mutual Advisors, LLC	-355	-0.5%	70,926
Kestra Advisory Services, LLC	-234	-1.0%	23,183
PFG Investments, LLC	-100	-0.4%	27,099

COPY Institutional Ownership

Institutional Ownership — COPY

Ownership Trends

Top Institutional Holders (55 total)

Recent Activity

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