$46.26

+0.02 (+0.04%)

Weekly Expected Move ±0.6%

$46 $46 $46 $47 $47

ETF AMEX · AUM $2.2B

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

Institutional Ownership — DFNM

303

Institutional Holders

+9 vs prior quarter

0.0%

Ownership

+0.00pp

Total Invested

New Positions

169

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (319 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	Focus Partners Wealth	5,069,659	$235M	+847,779	+20.1%	8Q	SEC ↗
2	Truepoint, Inc.	3,211,719	$149M	+116,005	+3.7%	13Q	SEC ↗
3	Focus Partners Advisor Solutions, LLC	1,646,788	$76M	+443,437	+36.9%	8Q	SEC ↗
4	Apella Capital, LLC	1,590,906	$74M	+270,730	+20.5%	13Q	SEC ↗
5	Foster Group, Inc.	1,483,405	$69M	+23,179	+1.6%	15Q	SEC ↗
6	Symmetry Partners, LLC	1,285,613	$59M	-31,726	-2.4%	3Q	SEC ↗
7	GeoWealth Management, LLC	1,055,345	$49M	+174,263	+19.8%	10Q	SEC ↗
8	Rather & Kittrell, Inc.	939,121	$43M	+44,948	+5.0%	16Q	SEC ↗
9	Sequoia Financial Advisors, LLC	896,162	$41M	+16,137	+1.8%	16Q	SEC ↗
10	Pathstone Holdings, LLC	808,791	$37M	+20,548	+2.6%	11Q	SEC ↗
11	Beaird Harris Wealth Management, LLC	796,384	$37M	+681	+0.1%	13Q	SEC ↗
12	MBL Wealth, LLC	776,501	$36M	+36,766	+5.0%	16Q	SEC ↗
13	AWM CAPITAL, LLC	725,052	$34M	+6,595	+0.9%	8Q	SEC ↗
14	COMMONWEALTH EQUITY SERVICES, LLC	672,029	$31M	+18,635	+2.9%	18Q	SEC ↗
15	RAM Investment Partners, LLC	583,595	$27M	+67,163	+13.0%	15Q	SEC ↗
16	LPL Financial LLC	578,747	$27M	+60,193	+11.6%	17Q	SEC ↗
17	Graves Light Lenhart Wealth, Inc.	556,651	$26M	+73,862	+15.3%	15Q	SEC ↗
18	Mattern Wealth Management LLC	548,877	$25M	+18,629	+3.5%	18Q	SEC ↗
19	Waterford Advisors, LLC	545,339	$25M	+9,004	+1.7%	3Q	SEC ↗
20	BANK OF AMERICA CORP /DE	481,181	$22M	+62,664	+15.0%	14Q	SEC ↗
21	ASPIRIANT, LLC	432,596	$20M	+3,860	+0.9%	9Q	SEC ↗
22	HFM Investment Advisors, LLC	428,712	$20M	+70,524	+19.7%	6Q	SEC ↗
23	Savant Capital, LLC	376,015	$17M	+65,272	+21.0%	12Q	SEC ↗
24	Austin Wealth Management, LLC	364,914	$17M	+37,584	+11.5%	12Q	SEC ↗
25	Vestment Financial LLC	351,964	$16M	+31,426	+9.8%	7Q	SEC ↗
26	ASSETMARK, INC	350,598	$16M	+18,004	+5.4%	17Q	SEC ↗
27	Yardley Wealth Management LLC	328,185	$15M	+7,572	+2.4%	8Q	SEC ↗
28	Wheelhouse Advisory Group LLC	318,359	$15M	+41,416	+15.0%	8Q	SEC ↗
29	HighTower Advisors, LLC	290,185	$13M	-299,255	-50.8%	11Q	SEC ↗
30	Resonant Capital Advisors, LLC	280,894	$13M	+10,444	+3.9%	18Q	SEC ↗
31	Brady Martz Wealth Solutions, LLC	272,899	$13M	+25,188	+10.2%	7Q	SEC ↗
32	Strathmore Capital Advisors, Inc.	255,575	$12M	-15,301	-5.6%	5Q	SEC ↗
33	DOPKINS WEALTH MANAGEMENT, LLC	247,398	$11M	+7,481	+3.1%	8Q	SEC ↗
34	Vested Financial Planning, LLC	245,079	$11M	+42,456	+21.0%	7Q	SEC ↗
35	Allworth Financial LP	237,528	$11M	+9,914	+4.4%	15Q	SEC ↗
36	ENTREWEALTH, LLC	233,430	$11M	+19,621	+9.2%	7Q	SEC ↗
37	OSAIC HOLDINGS, INC.	230,567	$11M	+168,785	+273.2%	18Q	SEC ↗
38	West Financial Advisors, LLC	215,661	$10M	+13,722	+6.8%	12Q	SEC ↗
39	WEALTH ENHANCEMENT ADVISORY SERVICES,	212,330	$10M	+3,961	+1.9%	12Q	SEC ↗
40	55 North Private Wealth, LLC	211,718	$10M	+93,013	+78.4%	3Q	SEC ↗
41	Integrated Wealth Concepts LLC	206,692	$10M	+1,992	+1.0%	17Q	SEC ↗
42	ENVESTNET ASSET MANAGEMENT INC	203,458	$9M	+64,856	+46.8%	18Q	SEC ↗
43	Plancorp, LLC	201,949	$9M	+26,004	+14.8%	6Q	SEC ↗
44	Citrine Capital LLC	200,893	$9M	+8,009	+4.2%	7Q	SEC ↗
45	Guardian Wealth Management, LLC	198,012	$9M	+11,128	+6.0%	3Q	SEC ↗
46	25 LLC	195,416	$9M	-12,647	-6.1%	14Q	SEC ↗
47	CONFLUENCE INVESTMENT MANAGEMENT LLC	189,628	$9M	-15,734	-7.7%	15Q	SEC ↗
48	Outbound Financial Inc	188,504	$9M	+20,480	+12.2%	5Q	SEC ↗
49	VESTIA PERSONAL WEALTH ADVISORS	178,237	$8M	+30,466	+20.6%	9Q	SEC ↗
50	Porter White Investment Advisors, Inc.	176,591	$8M	+6,596	+3.9%	15Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
MARYLAND CAPITAL ADVISORS INC.	149,261	$7M
Elequin Capital, LP	91,480	$4M
Platform Wealth Management, LLC	57,058	$3M
Timonier Family Office, LTD.	40,389	$2M
Evanson Financial, LLC	35,042	$2M
Logan Stone Capital, LLC	26,847	$1M
Pioneer Wealth Management Group	22,599	$1M
HBE Wealth Management, LLC	14,838	$686K
ANDREWS, LUCIA WEALTH MANAGEMENT LL	10,779	$499K
Copper Harbor Investment Advisors,	10,622	$491K
Noble Wealth Partners LLC	9,545	$442K
Nuveen, LLC	7,845	$363K
Stewardship Advisors, LLC	7,833	$362K
IFG Advisory, LLC	7,321	$339K
Tower Research Capital LLC (TRC)	7,258	$336K
V2 Financial group LLC	6,961	$322K
Leading Edge Financial Planning LLC	6,163	$285K
IHT Wealth Management, LLC	5,795	$268K
Vigil Wealth Management, LLC	5,315	$246K
BIRCH FINANCIAL GROUP, LLC	5,133	$237K

Sold Out (20)

Holder	Prev Shares	Prev Value
SEVEN MILE ADVISORY	66,526	$3M
OLD MISSION CAPITAL LLC	42,663	$2M
GOLDMAN SACHS GROUP INC	34,605	$2M
Thrivent Financial for Lutherans	31,626	$1M
FLOW TRADERS U.S. LLC	30,749	$1M
SUSQUEHANNA INTERNATIONAL GROUP, LL	21,351	$988K
Balefire, LLC	15,086	$698K
CITADEL ADVISORS LLC	13,257	$613K
Zhang Financial LLC	12,000	$555K
LJI Wealth Management, LLC	10,600	$490K
RCS Financial Planning, LLC	9,543	$441K
EverSource Wealth Advisors, LLC	9,215	$426K
Entelevest, LLC	7,397	$342K
Ascentis Independent Advisors	6,857	$317K
TFB Advisors LLC	6,714	$311K
Factor Wealth Management LTD	5,320	$246K
Advisory Services Network, LLC	3,442	$159K
UMB Bank, n.a.	2,191	$101K
BLAIR WILLIAM & CO/IL	131	$6K
HHM Wealth Advisors, LLC	12	$1K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
Focus Partners Wealth	+847,779	+20.1%	5,069,659
Focus Partners Advisor Solutions, L	+443,437	+36.9%	1,646,788
Apella Capital, LLC	+270,730	+20.5%	1,590,906
GeoWealth Management, LLC	+174,263	+19.8%	1,055,345
OSAIC HOLDINGS, INC.	+168,785	+273.2%	230,567
Truepoint, Inc.	+116,005	+3.7%	3,211,719
55 North Private Wealth, LLC	+93,013	+78.4%	211,718
Kings Path Partners LLC	+92,640	+360.7%	118,323
Forza Wealth Management, LLC	+76,700	+78.7%	174,200
Graves Light Lenhart Wealth, Inc.	+73,862	+15.3%	556,651
HFM Investment Advisors, LLC	+70,524	+19.7%	428,712
RAM Investment Partners, LLC	+67,163	+13.0%	583,595
Savant Capital, LLC	+65,272	+21.0%	376,015
ENVESTNET ASSET MANAGEMENT INC	+64,856	+46.8%	203,458
BANK OF AMERICA CORP /DE	+62,664	+15.0%	481,181
LPL Financial LLC	+60,193	+11.6%	578,747
Rather & Kittrell, Inc.	+44,948	+5.0%	939,121
Vested Financial Planning, LLC	+42,456	+21.0%	245,079
Aerodigm Wealth, LLC	+41,853	+299.0%	55,852
Wheelhouse Advisory Group LLC	+41,416	+15.0%	318,359

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
HighTower Advisors, LLC	-299,255	-50.8%	290,185
Penney Financial, LLC	-61,580	-63.5%	35,448
Broadhurst Jeffrey B	-32,616	-73.1%	12,000
Symmetry Partners, LLC	-31,726	-2.4%	1,285,613
E-Wealth Partners, LLC	-30,101	-30.9%	67,295
Concurrent Investment Advisors, LLC	-29,556	-15.4%	162,601
Aspen Wealth Management LLC	-29,394	-28.1%	75,033
HB Wealth Management, LLC	-26,054	-46.7%	29,776
Wealthcare Advisory Partners LLC	-16,483	-48.9%	17,254
CONFLUENCE INVESTMENT MANAGEMENT LL	-15,734	-7.7%	189,628
Strathmore Capital Advisors, Inc.	-15,301	-5.6%	255,575
Evanson Asset Management, LLC	-12,853	-26.9%	34,929
LEGACY FINANCIAL GROUP, INC.	-12,670	-22.5%	43,740
25 LLC	-12,647	-6.1%	195,416
MATHER GROUP, LLC.	-11,985	-29.3%	28,854
Generations Wealth, LLC	-11,498	-38.2%	18,598
Kane Co Wealth Management, Inc.	-9,565	-25.6%	27,750
DEMMING FINANCIAL SERVICES CORP /AD	-7,921	-26.0%	22,552
Verisail Partners, LLC	-6,122	-12.4%	43,265
STIFEL FINANCIAL CORP	-5,897	-7.1%	77,050

DFNM Institutional Ownership

Institutional Ownership — DFNM

Ownership Trends

Top Institutional Holders (319 total)

Recent Activity

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