CPLS Institutional Ownership
Alliance Bernstein - AB Core Plus Bond ETF
1W: -1.1%
1M: -3.2%
3M: -4.9%
YTD: -5.7%
1Y: -6.4%
$33.31
-0.07 (-0.21%)
Weekly Expected Move ±0.8%
$33
$33
$33
$34
$34
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — CPLS
24
Institutional Holders
-6 vs prior quarter
0.0%
Ownership
+0.00pp
145M
Total Invested
3
New Positions
10
Increased
10
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (33 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | ALLIANCEBERNSTEIN L.P. | 1,872,799 | 62M | +111,864 | +6.4% | 11Q | SEC ↗ |
| 2 | LPL Financial LLC | 1,646,549 | 55M | +119,390 | +7.8% | 6Q | SEC ↗ |
| 3 | ROYAL BANK OF CANADA | 156,925 | 5M | +37,154 | +31.0% | 6Q | SEC ↗ |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 152,302 | 5M | +4,388 | +3.0% | 6Q | SEC ↗ |
| 5 | RAYMOND JAMES FINANCIAL INC | 85,677 | 3M | -7,141 | -7.7% | 6Q | SEC ↗ |
| 6 | VALLEY WEALTH MANAGERS, INC. | 59,962 | 2M | -2,300 | -3.7% | 6Q | SEC ↗ |
| 7 | Kestra Advisory Services, LLC | 40,647 | 1M | -7,675 | -15.9% | 4Q | SEC ↗ |
| 8 | OSAIC HOLDINGS, INC. | 23,246 | 774K | -5,865 | -20.1% | 6Q | SEC ↗ |
| 9 | JANE STREET GROUP, LLC | 23,240 | 774K | +10,455 | +81.8% | 6Q | SEC ↗ |
| 10 | CITADEL ADVISORS LLC | 20,888 | 696K | -8,732 | -29.5% | 3Q | SEC ↗ |
| 11 | GOLDMAN SACHS GROUP INC | 10,157 | 338K | -2,782 | -21.5% | 4Q | SEC ↗ |
| 12 | MORGAN STANLEY | 8,011 | 267K | +170 | +2.2% | 6Q | SEC ↗ |
| 13 | Cetera Investment Advisers | 7,327 | 244K | -200 | -2.7% | 6Q | SEC ↗ |
| 14 | Focus Partners Wealth | 5,695 | 190K | — | +0.0% | 8Q | SEC ↗ |
| 15 | Global Retirement Partners, LLC NEW | 1,918 | 64K | — | +0.0% | 1Q | SEC ↗ |
| 16 | PRIVATE TRUST CO NA | 773 | 26K | +5 | +0.7% | 6Q | SEC ↗ |
| 17 | JONES FINANCIAL COMPANIES LLLP | 769 | 26K | +108 | +16.3% | 3Q | SEC ↗ |
| 18 | CWM, LLC | 463 | 15K | — | +0.0% | 5Q | SEC ↗ |
| 19 | IFG Advisory, LLC NEW | 174 | 6K | — | +0.0% | 1Q | SEC ↗ |
| 20 | NewEdge Advisors, LLC | 159 | 5K | +143 | +893.8% | 7Q | SEC ↗ |
| 21 | Integrated Wealth Concepts LLC NEW | 149 | 5K | — | +0.0% | 1Q | SEC ↗ |
| 22 | UBS Group AG | 148 | 5K | -117 | -44.2% | 2Q | SEC ↗ |
| 23 | LGT Financial Advisors LLC | 90 | 3K | +1 | +1.1% | 6Q | SEC ↗ |
| 24 | CITIZENS FINANCIAL GROUP INC/RI | 0 | 0K | -5,883 | -100.0% | 4Q | SEC ↗ |
| 25 | WELLS FARGO & COMPANY/MN | 0 | 0K | -399 | -100.0% | 6Q | SEC ↗ |
| 26 | BANK OF AMERICA CORP /DE | 0 | 0K | -237 | -100.0% | 4Q | SEC ↗ |
| 27 | Medallion Wealth Advisors, LLC | 0 | 0K | -2,982 | -100.0% | 4Q | SEC ↗ |
| 28 | Golden State Wealth Management, LLC | 0 | 0K | -322 | -100.0% | 4Q | SEC ↗ |
| 29 | Gunpowder Capital Management, LLC dba | 0 | 0K | -518 | -100.0% | 2Q | SEC ↗ |
| 30 | FLAGSHIP HARBOR ADVISORS, LLC | 0 | 0K | -428 | -100.0% | 1Q | SEC ↗ |
| 31 | Cresta Advisors, Ltd. | 0 | 0K | -4,313 | -100.0% | 1Q | SEC ↗ |
| 32 | JPMORGAN CHASE & CO | 0 | 0K | -6,061 | -100.0% | 2Q | SEC ↗ |
| 33 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 0 | 0K | -123 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| Global Retirement Partners, LLC | 1,918 | 64K |
| IFG Advisory, LLC | 174 | 6K |
| Integrated Wealth Concepts LLC | 149 | 5K |
Sold Out (9)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JPMORGAN CHASE & CO | 6,061 | 202K |
| CITIZENS FINANCIAL GROUP INC/RI | 5,883 | 196K |
| Cresta Advisors, Ltd. | 4,313 | 144K |
| Medallion Wealth Advisors, LLC | 2,982 | 99K |
| Gunpowder Capital Management, LLC d | 518 | 17K |
| FLAGSHIP HARBOR ADVISORS, LLC | 428 | 14K |
| Golden State Wealth Management, LLC | 322 | 11K |
| BANK OF AMERICA CORP /DE | 237 | 8K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 123 | 4K |
Biggest Increases (10)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +119,390 | +7.8% | 1,646,549 |
| ALLIANCEBERNSTEIN L.P. | +111,864 | +6.4% | 1,872,799 |
| ROYAL BANK OF CANADA | +37,154 | +31.0% | 156,925 |
| JANE STREET GROUP, LLC | +10,455 | +81.8% | 23,240 |
| ENVESTNET ASSET MANAGEMENT INC | +4,388 | +3.0% | 152,302 |
| MORGAN STANLEY | +170 | +2.2% | 8,011 |
| NewEdge Advisors, LLC | +143 | +893.8% | 159 |
| JONES FINANCIAL COMPANIES LLLP | +108 | +16.3% | 769 |
| PRIVATE TRUST CO NA | +5 | +0.7% | 773 |
| LGT Financial Advisors LLC | +1 | +1.1% | 90 |
Biggest Decreases (9)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| CITADEL ADVISORS LLC | -8,732 | -29.5% | 20,888 |
| Kestra Advisory Services, LLC | -7,675 | -15.9% | 40,647 |
| RAYMOND JAMES FINANCIAL INC | -7,141 | -7.7% | 85,677 |
| OSAIC HOLDINGS, INC. | -5,865 | -20.1% | 23,246 |
| GOLDMAN SACHS GROUP INC | -2,782 | -21.5% | 10,157 |
| VALLEY WEALTH MANAGERS, INC. | -2,300 | -3.7% | 59,962 |
| WELLS FARGO & COMPANY/MN | -399 | -100.0% | 0 |
| Cetera Investment Advisers | -200 | -2.7% | 7,327 |
| UBS Group AG | -117 | -44.2% | 148 |