$43.33

-0.07 (-0.16%)

Weekly Expected Move ±0.6%

$43 $43 $43 $44 $44

ETF AMEX · AUM $703.9M

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

Institutional Ownership — DBND

114

Institutional Holders

+7 vs prior quarter

0.0%

Ownership

+0.00pp

590M

Total Invested

New Positions

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (121 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	CWM, LLC	1,795,342	78M	+173,132	+10.7%	11Q	SEC ↗
2	Foundations Investment Advisors, LLC	1,162,917	50M	+195,601	+20.2%	9Q	SEC ↗
3	RAYMOND JAMES FINANCIAL INC	783,836	34M	-7,648	-1.0%	7Q	SEC ↗
4	Boothe Investment Group, Inc.	754,481	33M	+74,794	+11.0%	14Q	SEC ↗
5	NewEdge Advisors, LLC	725,049	31M	+40,790	+6.0%	2Q	SEC ↗
6	ENVESTNET ASSET MANAGEMENT INC	705,094	31M	-44,009	-5.9%	15Q	SEC ↗
7	Seascape Capital Management	653,229	28M	+18,436	+2.9%	15Q	SEC ↗
8	UBS Group AG	646,329	28M	+29,358	+4.8%	14Q	SEC ↗
9	W.G. Shaheen & Associates DBA Whitney	616,118	27M	+34,890	+6.0%	15Q	SEC ↗
10	Benchmark Financial Wealth Advisors, L	521,491	23M	-607	-0.1%	6Q	SEC ↗
11	Mariner, LLC	493,783	21M	+19,847	+4.2%	3Q	SEC ↗
12	SilverOak Wealth Management LLC	328,419	14M	+278,866	+562.8%	7Q	SEC ↗
13	GUARDIAN WEALTH ADVISORS, LLC / NC	306,991	13M	-1,625	-0.5%	4Q	SEC ↗
14	Aptus Capital Advisors, LLC	306,991	13M	-1,625	-0.5%	4Q	SEC ↗
15	Journey Advisory Group, LLC	272,062	12M	-224,046	-45.2%	4Q	SEC ↗
16	Holcombe Financial, Inc.	268,537	12M	+8,578	+3.3%	3Q	SEC ↗
17	Stratos Wealth Advisors, LLC	237,611	10M	+30,547	+14.8%	6Q	SEC ↗
18	Beckerman Institutional, LLC	235,558	10M	+13,305	+6.0%	8Q	SEC ↗
19	MML INVESTORS SERVICES, LLC	235,493	10M	+37,551	+19.0%	14Q	SEC ↗
20	Visionary Wealth Advisors	228,259	10M	+26,163	+12.9%	5Q	SEC ↗
21	Aprio Wealth Management, LLC	225,713	10M	-5,040	-2.2%	12Q	SEC ↗
22	Hippocratic Financial Advisors, LLC	201,663	9M	+11,754	+6.2%	5Q	SEC ↗
23	Cravens & Co Advisors, LLC	188,416	8M	-28,412	-13.1%	15Q	SEC ↗
24	Landmark Wealth Management, LLC	186,581	8M	+9,111	+5.1%	15Q	SEC ↗
25	WADDELL & ASSOCIATES, LLC	168,588	7M	+6,434	+4.0%	12Q	SEC ↗
26	Fortis Advisors, LLC	165,920	7M	+1,271	+0.8%	12Q	SEC ↗
27	Ausdal Financial Partners, Inc.	152,444	7M	-37,294	-19.7%	10Q	SEC ↗
28	CARY STREET PARTNERS FINANCIAL LLC	140,876	6M	-911	-0.6%	5Q	SEC ↗
29	Elyxium Wealth, LLC	137,206	6M	+1,972	+1.5%	6Q	SEC ↗
30	OPTIMA CAPITAL LLC	124,123	5M	-3,331	-2.6%	7Q	SEC ↗
31	Premier Path Wealth Partners, LLC	122,949	5M	+9,267	+8.2%	10Q	SEC ↗
32	Ashton Thomas Private Wealth, LLC NEW	115,052	5M	—	+0.0%	1Q	SEC ↗
33	OSAIC HOLDINGS, INC.	104,756	5M	+1,729	+1.7%	15Q	SEC ↗
34	ELEVATION POINT WEALTH PARTNERS, LLC	96,654	4M	+3,608	+3.9%	4Q	SEC ↗
35	Vestmark Advisory Solutions, Inc.	87,281	4M	+3,017	+3.6%	3Q	SEC ↗
36	BlueChip Wealth Advisors LLC	85,933	4M	+1,179	+1.4%	7Q	SEC ↗
37	January Capital Advisors LLC	84,184	4M	-68,532	-44.9%	2Q	SEC ↗
38	Cornerstone Wealth Group, LLC	83,126	4M	+28,733	+52.8%	14Q	SEC ↗
39	Austin Wealth Management, LLC	65,599	3M	-5,106	-7.2%	5Q	SEC ↗
40	Corient Private Wealth LP	63,238	3M	-19,667	-23.7%	3Q	SEC ↗
41	Vise Technologies, Inc. NEW	61,020	3M	—	+0.0%	1Q	SEC ↗
42	MORGAN STANLEY	49,415	2M	+29,617	+149.6%	7Q	SEC ↗
43	BANK OF AMERICA CORP /DE	43,645	2M	+29,589	+210.5%	4Q	SEC ↗
44	ENTREWEALTH, LLC	39,925	2M	+17,249	+76.1%	5Q	SEC ↗
45	LPL Financial LLC	37,499	2M	-26,285	-41.2%	12Q	SEC ↗
46	Pettinga Financial Advisors LLC	36,215	2M	+11,100	+44.2%	2Q	SEC ↗
47	AQR CAPITAL MANAGEMENT LLC	32,897	1M	+1,495	+4.8%	11Q	SEC ↗
48	Centurion Wealth Management LLC	30,022	1M	+600	+2.0%	4Q	SEC ↗
49	ROYAL BANK OF CANADA	29,539	1M	-11,343	-27.7%	15Q	SEC ↗
50	Smartleaf Asset Management LLC	29,364	1M	—	+0.0%	6Q	SEC ↗

Recent Activity

New Positions (16)

Holder	Shares	Value
Ashton Thomas Private Wealth, LLC	115,052	5M
Vise Technologies, Inc.	61,020	3M
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	21,300	923K
AXXCESS WEALTH MANAGEMENT, LLC	13,120	568K
Strategic Family Wealth Counselors,	12,071	523K
Joseph P. Lucia & Associates, LLC	7,945	344K
Jaffetilchin Investment Partners, L	5,124	222K
StoneX Group Inc.	4,867	211K
AE Wealth Management LLC	3,374	146K
EverSource Wealth Advisors, LLC	3,000	130K
IMA Advisory Services, Inc.	2,900	126K
ASHTON THOMAS SECURITIES, LLC	1,946	84K
Integrated Wealth Concepts LLC	424	18K
Regatta Research & Money Management	308	13K
Meramec Financial Planners, LLC	264	11K
Global Retirement Partners, LLC	59	3K

Sold Out (18)

Holder	Prev Shares	Prev Value
GOLDMAN SACHS GROUP INC	35,701	2M
Private Advisor Group, LLC	29,364	1M
JANE STREET GROUP, LLC	19,097	827K
SUSQUEHANNA INTERNATIONAL GROUP, LL	18,137	786K
Fearless Solutions, LLC dba Best In	13,572	588K
STIFEL FINANCIAL CORP	11,154	483K
CLIFFORD SWAN INVESTMENT COUNSEL LL	8,600	373K
Cerity Partners LLC	7,695	333K
Cetera Investment Advisers	7,364	319K
Clayton Financial Group LLC	2,696	117K
Western Wealth Management, LLC	2,210	96K
Beacon Capital Management, Inc.	630	27K
Root Financial Partners, LLC	501	22K
Wellington Grp LLC	259	11K
JONES FINANCIAL COMPANIES LLLP	187	8K
Rockefeller Capital Management L.P.	65	3K
SageView Advisory Group, LLC	38	2K
Larson Financial Group LLC	4	0K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
SilverOak Wealth Management LLC	+278,866	+562.8%	328,419
Foundations Investment Advisors, LL	+195,601	+20.2%	1,162,917
CWM, LLC	+173,132	+10.7%	1,795,342
Boothe Investment Group, Inc.	+74,794	+11.0%	754,481
NewEdge Advisors, LLC	+40,790	+6.0%	725,049
MML INVESTORS SERVICES, LLC	+37,551	+19.0%	235,493
W.G. Shaheen & Associates DBA Whitn	+34,890	+6.0%	616,118
Stratos Wealth Advisors, LLC	+30,547	+14.8%	237,611
MORGAN STANLEY	+29,617	+149.6%	49,415
BANK OF AMERICA CORP /DE	+29,589	+210.5%	43,645
UBS Group AG	+29,358	+4.8%	646,329
Cornerstone Wealth Group, LLC	+28,733	+52.8%	83,126
Visionary Wealth Advisors	+26,163	+12.9%	228,259
Mariner, LLC	+19,847	+4.2%	493,783
Seascape Capital Management	+18,436	+2.9%	653,229
ENTREWEALTH, LLC	+17,249	+76.1%	39,925
Blue Line Capital, LLC / IL	+15,397	+196.0%	23,251
Cambridge Investment Research Advis	+15,167	+208.6%	22,439
Beckerman Institutional, LLC	+13,305	+6.0%	235,558
Walser Wealth Management Company, A	+12,483	+163.6%	20,114

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
Journey Advisory Group, LLC	-224,046	-45.2%	272,062
January Capital Advisors LLC	-68,532	-44.9%	84,184
ENVESTNET ASSET MANAGEMENT INC	-44,009	-5.9%	705,094
Ausdal Financial Partners, Inc.	-37,294	-19.7%	152,444
Cravens & Co Advisors, LLC	-28,412	-13.1%	188,416
LPL Financial LLC	-26,285	-41.2%	37,499
Corient Private Wealth LP	-19,667	-23.7%	63,238
CITADEL ADVISORS LLC	-11,585	-39.5%	17,760
ROYAL BANK OF CANADA	-11,343	-27.7%	29,539
Gotham Asset Management, LLC	-7,806	-41.5%	11,017
RAYMOND JAMES FINANCIAL INC	-7,648	-1.0%	783,836
Austin Wealth Management, LLC	-5,106	-7.2%	65,599
Aprio Wealth Management, LLC	-5,040	-2.2%	225,713
OPTIMA CAPITAL LLC	-3,331	-2.6%	124,123
MERCER GLOBAL ADVISORS INC /ADV	-2,829	-40.6%	4,137
LANARK FINANCIAL, INC.	-2,584	-33.5%	5,129
Janney Montgomery Scott LLC	-1,984	-18.6%	8,704
GUARDIAN WEALTH ADVISORS, LLC / NC	-1,625	-0.5%	306,991
Aptus Capital Advisors, LLC	-1,625	-0.5%	306,991
SHELTON CAPITAL MANAGEMENT	-1,108	-5.5%	19,134

DBND Institutional Ownership

Institutional Ownership — DBND

Ownership Trends

Top Institutional Holders (121 total)

Recent Activity

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