$28.49

-0.01 (-0.04%)

Weekly Expected Move ±0.6%

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ETF AMEX · AUM $1.1B

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

Institutional Ownership — CRUX

Institutional Holders

+23 vs prior quarter

0.0%

Ownership

+0.00pp

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	AMERIPRISE FINANCIAL INC	24,905,747	710M	+1,302,202	+5.5%	2Q	SEC ↗
2	BANK OF AMERICA CORP /DE	13,271,311	378M	+1,275,609	+10.6%	2Q	SEC ↗
3	LPL Financial LLC	1,368,519	39M	+778,206	+131.8%	2Q	SEC ↗
4	Amplius Wealth Advisors, LLC NEW	1,330,753	38M	—	+0.0%	1Q	SEC ↗
5	Sanctuary Advisors, LLC	1,306,443	37M	+364,744	+38.7%	2Q	SEC ↗
6	Pine Valley Investments Ltd Liability	978,219	28M	+531,709	+119.1%	2Q	SEC ↗
7	WELLS FARGO & COMPANY/MN	704,222	20M	+526,230	+295.6%	2Q	SEC ↗
8	Tassel Capital Management, Inc.	447,838	13M	+21,779	+5.1%	2Q	SEC ↗
9	J.W. COLE ADVISORS, INC.	428,096	12M	-35,735	-7.7%	2Q	SEC ↗
10	FLYNN ZITO CAPITAL MANAGEMENT, LLC	337,697	10M	+10,257	+3.1%	2Q	SEC ↗
11	JONES FINANCIAL COMPANIES LLLP	304,359	9M	+65,709	+27.5%	2Q	SEC ↗
12	Dakota Wealth Management NEW	237,187	7M	—	+0.0%	1Q	SEC ↗
13	Systelligence, LLC NEW	235,301	7M	—	+0.0%	1Q	SEC ↗
14	Symphony Financial, Ltd. Co. NEW	155,339	4M	—	+0.0%	1Q	SEC ↗
15	OSAIC HOLDINGS, INC.	141,428	4M	-18,853	-11.8%	2Q	SEC ↗
16	CITADEL ADVISORS LLC NEW	125,780	4M	—	+0.0%	1Q	SEC ↗
17	Private Advisor Group, LLC	118,458	3M	+6,965	+6.2%	2Q	SEC ↗
18	RETIREMENT PLANNING GROUP, LLC / NY NEW	115,780	3M	—	+0.0%	1Q	SEC ↗
19	COMMONWEALTH EQUITY SERVICES, LLC	108,050	3M	+93,315	+633.3%	2Q	SEC ↗
20	ROYAL BANK OF CANADA	86,654	2M	+14,879	+20.7%	2Q	SEC ↗
21	DAGCO, INC. NEW	74,241	2M	—	+0.0%	1Q	SEC ↗
22	NATIXIS ADVISORS, LLC	68,577	2M	+8,341	+13.8%	2Q	SEC ↗
23	Wealth Management Associates, Inc.	53,220	2M	+2,000	+3.9%	2Q	SEC ↗
24	RAYMOND JAMES FINANCIAL INC	41,608	1M	-31,643	-43.2%	2Q	SEC ↗
25	Redhawk Wealth Advisors, Inc.	35,954	1M	+369	+1.0%	2Q	SEC ↗
26	Essex Financial Services, Inc. NEW	33,912	966K	—	+0.0%	1Q	SEC ↗
27	GOLDMAN SACHS GROUP INC NEW	32,608	929K	—	+0.0%	1Q	SEC ↗
28	FIFTH THIRD BANCORP	18,713	533K	+9,597	+105.3%	2Q	SEC ↗
29	JPMORGAN CHASE & CO	16,610	473K	+13,260	+395.8%	2Q	SEC ↗
30	STIFEL FINANCIAL CORP NEW	11,861	338K	—	+0.0%	1Q	SEC ↗
31	Stratos Wealth Partners, LTD.	11,059	315K	+3,153	+39.9%	2Q	SEC ↗
32	ENVESTNET ASSET MANAGEMENT INC	9,765	278K	-1,582	-13.9%	2Q	SEC ↗
33	Modern Wealth Management, LLC	9,758	278K	+103	+1.1%	2Q	SEC ↗
34	WealthCare Investment Partners, LLC NEW	9,068	258K	—	+0.0%	1Q	SEC ↗
35	SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW	8,959	255K	—	+0.0%	1Q	SEC ↗
36	PRENTISS SMITH & CO INC	7,389	211K	—	+0.0%	2Q	SEC ↗
37	CREATIVE FINANCIAL DESIGNS INC /ADV NEW	5,000	142K	—	+0.0%	1Q	SEC ↗
38	HALBERT HARGROVE GLOBAL ADVISORS, LLC NEW	1,726	49K	—	+0.0%	1Q	SEC ↗
39	Key Financial Inc	1,202	34K	—	+0.0%	2Q	SEC ↗
40	MARK SHEPTOFF FINANCIAL PLANNING, LLC NEW	835	24K	—	+0.0%	1Q	SEC ↗
41	Integrated Wealth Concepts LLC NEW	801	23K	—	+0.0%	1Q	SEC ↗
42	ST GERMAIN D J CO INC NEW	687	20K	—	+0.0%	1Q	SEC ↗
43	Steward Partners Investment Advisory, NEW	417	12K	—	+0.0%	1Q	SEC ↗
44	Medallion Wealth Advisors, LLC	75	2K	+1	+1.4%	2Q	SEC ↗
45	GABLES CAPITAL MANAGEMENT INC. NEW	47	1K	—	+0.0%	1Q	SEC ↗
46	Farther Finance Advisors, LLC NEW	44	1K	—	+0.0%	1Q	SEC ↗
47	Main Street Group, LTD NEW	39	1K	—	+0.0%	1Q	SEC ↗
48	MORGAN STANLEY NEW	31	1K	—	+0.0%	1Q	SEC ↗
49	BNP PARIBAS FINANCIAL MARKETS NEW	5	0K	—	+0.0%	1Q	SEC ↗
50	UBS Group AG	0	0K	-4,787	-100.0%	1Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
Amplius Wealth Advisors, LLC	1,330,753	38M
Dakota Wealth Management	237,187	7M
Systelligence, LLC	235,301	7M
Symphony Financial, Ltd. Co.	155,339	4M
CITADEL ADVISORS LLC	125,780	4M
RETIREMENT PLANNING GROUP, LLC / NY	115,780	3M
DAGCO, INC.	74,241	2M
Essex Financial Services, Inc.	33,912	966K
GOLDMAN SACHS GROUP INC	32,608	929K
STIFEL FINANCIAL CORP	11,861	338K
WealthCare Investment Partners, LLC	9,068	258K
SUSQUEHANNA INTERNATIONAL GROUP, LL	8,959	255K
CREATIVE FINANCIAL DESIGNS INC /ADV	5,000	142K
HALBERT HARGROVE GLOBAL ADVISORS, L	1,726	49K
MARK SHEPTOFF FINANCIAL PLANNING, L	835	24K
Integrated Wealth Concepts LLC	801	23K
ST GERMAIN D J CO INC	687	20K
Steward Partners Investment Advisor	417	12K
GABLES CAPITAL MANAGEMENT INC.	47	1K
Farther Finance Advisors, LLC	44	1K

Sold Out (6)

Holder	Prev Shares	Prev Value
HRT FINANCIAL LP	25,441	725K
Mariner, LLC	10,176	290K
UBS Group AG	4,787	136K
US BANCORP \DE	1,865	53K
Rockefeller Capital Management L.P.	1,374	39K
ASSETMARK, INC	244	7K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
AMERIPRISE FINANCIAL INC	+1,302,202	+5.5%	24,905,747
BANK OF AMERICA CORP /DE	+1,275,609	+10.6%	13,271,311
LPL Financial LLC	+778,206	+131.8%	1,368,519
Pine Valley Investments Ltd Liabili	+531,709	+119.1%	978,219
WELLS FARGO & COMPANY/MN	+526,230	+295.6%	704,222
Sanctuary Advisors, LLC	+364,744	+38.7%	1,306,443
COMMONWEALTH EQUITY SERVICES, LLC	+93,315	+633.3%	108,050
JONES FINANCIAL COMPANIES LLLP	+65,709	+27.5%	304,359
Tassel Capital Management, Inc.	+21,779	+5.1%	447,838
ROYAL BANK OF CANADA	+14,879	+20.7%	86,654
JPMORGAN CHASE & CO	+13,260	+395.8%	16,610
FLYNN ZITO CAPITAL MANAGEMENT, LLC	+10,257	+3.1%	337,697
FIFTH THIRD BANCORP	+9,597	+105.3%	18,713
NATIXIS ADVISORS, LLC	+8,341	+13.8%	68,577
Private Advisor Group, LLC	+6,965	+6.2%	118,458
Stratos Wealth Partners, LTD.	+3,153	+39.9%	11,059
Wealth Management Associates, Inc.	+2,000	+3.9%	53,220
Redhawk Wealth Advisors, Inc.	+369	+1.0%	35,954
Modern Wealth Management, LLC	+103	+1.1%	9,758
Medallion Wealth Advisors, LLC	+1	+1.4%	75

Biggest Decreases (4)

Holder	Reduced	Change %	Total Shares
J.W. COLE ADVISORS, INC.	-35,735	-7.7%	428,096
RAYMOND JAMES FINANCIAL INC	-31,643	-43.2%	41,608
OSAIC HOLDINGS, INC.	-18,853	-11.8%	141,428
ENVESTNET ASSET MANAGEMENT INC	-1,582	-13.9%	9,765

CRUX Institutional Ownership

Institutional Ownership — CRUX

Ownership Trends

Top Institutional Holders (55 total)

Recent Activity

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