— Know what they know.
Not Investment Advice

CRTC Institutional Ownership

Xtrackers US National Critical Technologies ETF
1W: +0.6% 1M: +2.9% 3M: +6.3% YTD: +13.7% 1Y: +13.9%
$41.70
+0.20 (+0.47%)
 
Weekly Expected Move ±1.7%
$40 $41 $42 $42 $43
ETF AMEX · AUM $142.5M

Institutional Ownership — CRTC

32
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
126M
Total Invested
6
New Positions
17
Increased
7
Reduced
2
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (34 total)

# Holder Shares Value Change Change % Holding Period Filing
1 WCG Wealth Advisors LLC 1,926,232 80M +183,911 +10.6% 6Q SEC ↗
2 Mirae Asset Global Investments Co., Lt 180,000 8M +90,000 +100.0% 9Q SEC ↗
3 LPL Financial LLC 178,490 7M +42,949 +31.7% 6Q SEC ↗
4 COMMONWEALTH EQUITY SERVICES, LLC 146,453 6M +21,859 +17.5% 9Q SEC ↗
5 WEALTH ENHANCEMENT ADVISORY SERVICES, 146,189 6M +2,549 +1.8% 8Q SEC ↗
6 Cetera Investment Advisers 81,482 3M +1,045 +1.3% 8Q SEC ↗
7 Prosperity Financial Group, Inc. 81,209 3M +876 +1.1% 4Q SEC ↗
8 ENVESTNET ASSET MANAGEMENT INC 76,839 3M -2,178 -2.8% 9Q SEC ↗
9 OLD MISSION CAPITAL LLC 68,116 3M +3,249 +5.0% 3Q SEC ↗
10 ROYAL BANK OF CANADA 68,071 3M +5,675 +9.1% 3Q SEC ↗
11 MORGAN STANLEY 45,004 2M +7,158 +18.9% 3Q SEC ↗
12 Archford Capital Strategies, LLC 28,972 1M +1,464 +5.3% 7Q SEC ↗
13 CROSSPOINT FINANCIAL, LLC 27,899 1M +6,505 +30.4% 6Q SEC ↗
14 CITADEL ADVISORS LLC 24,993 1M +18,598 +290.8% 2Q SEC ↗
15 Farther Finance Advisors, LLC 21,085 879K -123 -0.6% 5Q SEC ↗
16 JANE STREET GROUP, LLC 20,248 844K +7,163 +54.7% 3Q SEC ↗
17 Cambridge Investment Research Advisors 20,006 834K -100 -0.5% 10Q SEC ↗
18 Goldstone Financial Group, LLC 19,546 815K -1,274 -6.1% 4Q SEC ↗
19 Dynamic Advisor Solutions LLC NEW 19,040 794K — +0.0% 1Q SEC ↗
20 World Investment Advisors 11,585 483K — +0.0% 3Q SEC ↗
21 Advyzon Investment Management, LLC NEW 10,356 432K — +0.0% 1Q SEC ↗
22 BANK OF AMERICA CORP /DE 7,255 302K +736 +11.3% 4Q SEC ↗
23 Delta Investment Management, LLC 6,256 261K +15 +0.2% 5Q SEC ↗
24 JPMORGAN CHASE & CO NEW 5,562 232K — +0.0% 1Q SEC ↗
25 SHP Wealth Management 2,031 85K -410 -16.8% 3Q SEC ↗
26 Golden State Wealth Management, LLC 1,040 43K — +0.0% 3Q SEC ↗
27 Cape Investment Advisory, Inc. NEW 907 38K — +0.0% 1Q SEC ↗
28 JONES FINANCIAL COMPANIES LLLP NEW 831 35K — +0.0% 1Q SEC ↗
29 OSAIC HOLDINGS, INC. 594 25K +290 +95.4% 10Q SEC ↗
30 FMR LLC NEW 288 12K — +0.0% 1Q SEC ↗
31 UBS Group AG 0 0K -969 -100.0% 1Q SEC ↗
32 Kestra Advisory Services, LLC 0 0K -1,205 -100.0% 1Q SEC ↗
33 FLOW TRADERS U.S. LLC 0 0K -9,236 -100.0% 2Q SEC ↗
34 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0 0K -15,885 -100.0% 1Q SEC ↗

Recent Activity

New Positions (6)
Sold Out (4)
HolderPrev SharesPrev Value
SUSQUEHANNA INTERNATIONAL GROUP, LL 15,885 662K
FLOW TRADERS U.S. LLC 9,236 385K
Kestra Advisory Services, LLC 1,205 50K
UBS Group AG 969 40K
Biggest Increases (17)
HolderAddedChange %Total Shares
WCG Wealth Advisors LLC +183,911 +10.6% 1,926,232
Mirae Asset Global Investments Co., +90,000 +100.0% 180,000
LPL Financial LLC +42,949 +31.7% 178,490
COMMONWEALTH EQUITY SERVICES, LLC +21,859 +17.5% 146,453
CITADEL ADVISORS LLC +18,598 +290.8% 24,993
JANE STREET GROUP, LLC +7,163 +54.7% 20,248
MORGAN STANLEY +7,158 +18.9% 45,004
CROSSPOINT FINANCIAL, LLC +6,505 +30.4% 27,899
ROYAL BANK OF CANADA +5,675 +9.1% 68,071
OLD MISSION CAPITAL LLC +3,249 +5.0% 68,116
WEALTH ENHANCEMENT ADVISORY SERVICE +2,549 +1.8% 146,189
Archford Capital Strategies, LLC +1,464 +5.3% 28,972
Cetera Investment Advisers +1,045 +1.3% 81,482
Prosperity Financial Group, Inc. +876 +1.1% 81,209
BANK OF AMERICA CORP /DE +736 +11.3% 7,255
OSAIC HOLDINGS, INC. +290 +95.4% 594
Delta Investment Management, LLC +15 +0.2% 6,256
Biggest Decreases (5)
HolderReducedChange %Total Shares
ENVESTNET ASSET MANAGEMENT INC -2,178 -2.8% 76,839
Goldstone Financial Group, LLC -1,274 -6.1% 19,546
SHP Wealth Management -410 -16.8% 2,031
Farther Finance Advisors, LLC -123 -0.6% 21,085
Cambridge Investment Research Advis -100 -0.5% 20,006

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms