$43.06

+0.68 (+1.60%)

Weekly Expected Move ±2.9%

$41 $42 $43 $44 $46

ETF AMEX · AUM $2.1B

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

Institutional Ownership — DFEV

303

Institutional Holders

+22 vs prior quarter

0.0%

Ownership

+0.00pp

Total Invested

New Positions

121

Increased

102

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (320 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	JONES FINANCIAL COMPANIES LLLP	2,878,443	$124M	+823,241	+40.1%	9Q	SEC ↗
2	Asset Dedication, LLC	2,469,715	$106M	-83,329	-3.3%	17Q	SEC ↗
3	RITHOLTZ WEALTH MANAGEMENT	1,460,337	$63M	+35,906	+2.5%	15Q	SEC ↗
4	Root Financial Partners, LLC	1,268,143	$55M	+1,121,494	+764.7%	14Q	SEC ↗
5	Vise Technologies, Inc.	1,259,797	$54M	+1,059,296	+528.3%	4Q	SEC ↗
6	Savant Capital, LLC	1,058,000	$46M	+893,991	+545.1%	12Q	SEC ↗
7	RAYMOND JAMES FINANCIAL INC	1,025,227	$44M	+37,414	+3.8%	7Q	SEC ↗
8	HighTower Advisors, LLC	978,026	$42M	+23,502	+2.5%	14Q	SEC ↗
9	EXENCIAL WEALTH ADVISORS, LLC	832,153	$36M	+157,256	+23.3%	15Q	SEC ↗
10	B&D White Capital Company, LLC	807,853	$35M	+220,143	+37.5%	3Q	SEC ↗
11	Beacon Pointe Advisors, LLC	751,387	$32M	+145,554	+24.0%	17Q	SEC ↗
12	Sensible Money, LLC	748,053	$32M	-10,779	-1.4%	15Q	SEC ↗
13	FMR LLC	701,652	$30M	-32,438	-4.4%	7Q	SEC ↗
14	True Wealth Design, LLC	694,242	$30M	-7,047	-1.0%	15Q	SEC ↗
15	Marquette Asset Management, LLC	673,678	$29M	-2,337	-0.3%	12Q	SEC ↗
16	Family Investment Center, Inc.	604,094	$26M	+34,614	+6.1%	11Q	SEC ↗
17	Janney Montgomery Scott LLC	590,477	$25M	+10,736	+1.9%	15Q	SEC ↗
18	Evanson Asset Management, LLC	585,452	$25M	+34,277	+6.2%	16Q	SEC ↗
19	Evanson Financial, LLC NEW	579,631	$25M	—	+0.0%	1Q	SEC ↗
20	NorthAvenue LLC	538,310	$23M	-10,840	-2.0%	3Q	SEC ↗
21	Cambridge Financial Group, LLC	505,917	$22M	-1,171	-0.2%	11Q	SEC ↗
22	Index Fund Advisors, Inc.	501,178	$22M	+12,912	+2.6%	15Q	SEC ↗
23	EAGLE WEALTH STRATEGIES LLC	483,697	$21M	-4,767	-1.0%	6Q	SEC ↗
24	Alesco Advisors, LLC, An ESL Co	467,149	$20M	+19,328	+4.3%	17Q	SEC ↗
25	Strata Wealth Advisors, LLC	455,010	$20M	+43,100	+10.5%	10Q	SEC ↗
26	Penserra Capital Management LLC	411,618	$18M	-83,382	-16.8%	2Q	SEC ↗
27	ROYAL BANK OF CANADA	370,885	$16M	+65,382	+21.4%	15Q	SEC ↗
28	VESTIA PERSONAL WEALTH ADVISORS	367,532	$16M	+199,621	+118.9%	9Q	SEC ↗
29	BANK OF AMERICA CORP /DE	347,527	$15M	+210,216	+153.1%	13Q	SEC ↗
30	EP Wealth Advisors, LLC	341,314	$15M	+325,319	+2033.9%	3Q	SEC ↗
31	Graves Light Lenhart Wealth, Inc.	339,406	$15M	-6,197	-1.8%	17Q	SEC ↗
32	Opes Wealth Management LLC	329,925	$14M	-589	-0.2%	14Q	SEC ↗
33	Guardian Wealth Management, LLC	322,338	$14M	-24,124	-7.0%	3Q	SEC ↗
34	NORTHWESTERN MUTUAL WEALTH MANAGEMENT	310,644	$13M	+304,821	+5234.8%	5Q	SEC ↗
35	AE Wealth Management LLC	275,843	$12M	+602	+0.2%	16Q	SEC ↗
36	SPWM Advisors LLC	274,653	$12M	+2,204	+0.8%	3Q	SEC ↗
37	JANE STREET GROUP, LLC NEW	273,436	$12M	—	+0.0%	1Q	SEC ↗
38	Financial Architects, LLC	264,150	$11M	-3,935	-1.5%	11Q	SEC ↗
39	Blume Capital Management, Inc.	261,152	$11M	-933	-0.4%	16Q	SEC ↗
40	Betterment LLC	236,809	$10M	+5,614	+2.4%	14Q	SEC ↗
41	NATIXIS ADVISORS, LLC	234,966	$10M	+52,834	+29.0%	6Q	SEC ↗
42	Cerity Partners LLC	229,792	$10M	+209,914	+1056.0%	3Q	SEC ↗
43	Vestmark Advisory Solutions, Inc.	228,087	$10M	-147	-0.1%	14Q	SEC ↗
44	Freedom Investment Management, Inc.	227,828	$10M	-29,603	-11.5%	11Q	SEC ↗
45	von Borstel & Associates, Inc.	223,617	$10M	-8,138	-3.5%	8Q	SEC ↗
46	Cordant, Inc.	208,986	$9M	-53	-0.0%	17Q	SEC ↗
47	Tortoise Investment Management, LLC	199,815	$9M	-4,123	-2.0%	16Q	SEC ↗
48	Mills Wealth Advisors LLC	195,432	$8M	+19,652	+11.2%	15Q	SEC ↗
49	DiNuzzo Private Wealth, Inc.	192,576	$8M	-12,779	-6.2%	11Q	SEC ↗
50	Apella Capital, LLC	190,445	$8M	+6,106	+3.3%	2Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
Evanson Financial, LLC	579,631	$25M
JANE STREET GROUP, LLC	273,436	$12M
Timonier Family Office, LTD.	148,895	$6M
MISSION WEALTH MANAGEMENT, LP	127,114	$5M
MARYLAND CAPITAL ADVISORS INC.	125,110	$5M
Summit Portfolio Management, LTD.	96,986	$4M
Viaable, LLC	67,231	$3M
NORTHERN TRUST CORP	60,790	$3M
CITADEL ADVISORS LLC	52,533	$2M
Squire Investment Management Compan	52,422	$2M
Tennessee Valley Asset Management P	49,033	$2M
DAVENPORT & Co LLC	15,926	$686K
Outbound Financial Inc	14,090	$607K
WEALTH ENHANCEMENT ADVISORY SERVICE	13,640	$587K
Mission Hills Financial Advisory, L	12,232	$527K
Nuveen, LLC	9,482	$408K
Global Financial Private Client, LL	8,386	$361K
Brooklyn Investment Group	8,193	$353K
XY Planning Network, Inc.	7,924	$341K
Quantinno Capital Management LP	7,599	$327K

Sold Out (20)

Holder	Prev Shares	Prev Value
GOLDMAN SACHS GROUP INC	500,000	$22M
Corient Private Wealth LLC	112,139	$5M
OLD MISSION CAPITAL LLC	65,188	$3M
FLOW TRADERS U.S. LLC	33,399	$1M
Wealthcare Advisory Partners LLC	11,972	$516K
CSS LLC/IL	9,803	$422K
McMill Wealth Management	8,115	$349K
Stokes Family Office, LLC	7,083	$305K
Ponta Wealth Partners, LLC	6,934	$299K
Simplicity Wealth,LLC	6,836	$294K
RED LIGHTHOUSE INVESTMENT MANAGEMEN	4,398	$189K
Ascentis Independent Advisors	3,463	$149K
Parallel Advisors, LLC	789	$34K
GRAND WEALTH MANAGEMENT, LLC	563	$24K
HHM Wealth Advisors, LLC	406	$17K
Providence Capital Advisors, LLC	289	$12K
True Link Financial Advisors, LLC	160	$7K
HARBOUR INVESTMENTS, INC.	156	$7K
TUCKER ASSET MANAGEMENT LLC	125	$5K
Quent Capital, LLC	85	$4K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
Root Financial Partners, LLC	+1,121,494	+764.7%	1,268,143
Vise Technologies, Inc.	+1,059,296	+528.3%	1,259,797
Savant Capital, LLC	+893,991	+545.1%	1,058,000
JONES FINANCIAL COMPANIES LLLP	+823,241	+40.1%	2,878,443
EP Wealth Advisors, LLC	+325,319	+2033.9%	341,314
NORTHWESTERN MUTUAL WEALTH MANAGEME	+304,821	+5234.8%	310,644
B&D White Capital Company, LLC	+220,143	+37.5%	807,853
BANK OF AMERICA CORP /DE	+210,216	+153.1%	347,527
Cerity Partners LLC	+209,914	+1056.0%	229,792
VESTIA PERSONAL WEALTH ADVISORS	+199,621	+118.9%	367,532
EXENCIAL WEALTH ADVISORS, LLC	+157,256	+23.3%	832,153
Beacon Pointe Advisors, LLC	+145,554	+24.0%	751,387
Focus Partners Advisor Solutions, L	+97,097	+348.3%	124,971
Brookstone Capital Management	+69,215	+745.4%	78,500
ROYAL BANK OF CANADA	+65,382	+21.4%	370,885
Versant Capital Management, Inc	+60,401	+76.9%	138,902
SAX WEALTH ADVISORS, LLC	+54,590	+44.7%	176,662
NATIXIS ADVISORS, LLC	+52,834	+29.0%	234,966
Strata Wealth Advisors, LLC	+43,100	+10.5%	455,010
MERCER GLOBAL ADVISORS INC /ADV	+43,074	+32.2%	176,860

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
Penserra Capital Management LLC	-83,382	-16.8%	411,618
Asset Dedication, LLC	-83,329	-3.3%	2,469,715
Allworth Financial LP	-35,199	-47.6%	38,693
FMR LLC	-32,438	-4.4%	701,652
Freedom Investment Management, Inc.	-29,603	-11.5%	227,828
MML INVESTORS SERVICES, LLC	-24,171	-31.5%	52,549
Guardian Wealth Management, LLC	-24,124	-7.0%	322,338
EnRich Financial Partners LLC	-15,378	-31.9%	32,776
DiNuzzo Private Wealth, Inc.	-12,779	-6.2%	192,576
NorthAvenue LLC	-10,840	-2.0%	538,310
Sensible Money, LLC	-10,779	-1.4%	748,053
Pettinga Financial Advisors LLC	-10,125	-27.6%	26,600
EverSource Wealth Advisors, LLC	-9,972	-37.2%	16,858
TBH Global Asset Management, LLC	-9,016	-42.5%	12,210
INTEGRITY ALLIANCE, LLC.	-8,902	-8.0%	102,048
Waverly Advisors, LLC	-8,667	-4.6%	178,657
Estate Counselors, LLC	-8,385	-4.6%	175,090
von Borstel & Associates, Inc.	-8,138	-3.5%	223,617
True Wealth Design, LLC	-7,047	-1.0%	694,242
Graves Light Lenhart Wealth, Inc.	-6,197	-1.8%	339,406

DFEV Institutional Ownership

Institutional Ownership — DFEV

Ownership Trends

Top Institutional Holders (320 total)

Recent Activity

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