DFNV Institutional Ownership
Donoghue Forlines Risk Managed Innovation ETF
1W: -0.4%
1M: +5.8%
3M: +8.2%
1Y: +29.1%
3Y: +51.3%
$37.56
Last traded 2025-07-10 — delisted
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Institutional Ownership — DFNV
10
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
3M
Total Invested
3
New Positions
1
Increased
4
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (12 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | GTS SECURITIES LLC | 23,005 | 864K | +4,465 | +24.1% | 9Q | SEC ↗ |
| 2 | Tradition Wealth Management, LLC | 18,975 | 713K | -594 | -3.0% | 13Q | SEC ↗ |
| 3 | LPL Financial LLC | 16,562 | 622K | — | +0.0% | 12Q | SEC ↗ |
| 4 | Cetera Investment Advisers | 6,631 | 249K | — | +0.0% | 2Q | SEC ↗ |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 6,455 | 242K | — | +0.0% | 1Q | SEC ↗ |
| 6 | OSAIC HOLDINGS, INC. NEW | 3,191 | 120K | — | +0.0% | 1Q | SEC ↗ |
| 7 | Global Retirement Partners, LLC NEW | 2,151 | 81K | — | +0.0% | 1Q | SEC ↗ |
| 8 | MORGAN STANLEY | 115 | 4K | -1 | -0.9% | 7Q | SEC ↗ |
| 9 | BANK OF AMERICA CORP /DE | 0 | 0K | -1,807 | -100.0% | 4Q | SEC ↗ |
| 10 | Geneos Wealth Management Inc. | 0 | 0K | -5,324 | -100.0% | 22Q | SEC ↗ |
| 11 | UBS Group AG | 0 | 0K | -301 | -100.0% | 10Q | SEC ↗ |
| 12 | Wellington Grp LLC | 0 | 0K | -264 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 6,455 | 242K |
| OSAIC HOLDINGS, INC. | 3,191 | 120K |
| Global Retirement Partners, LLC | 2,151 | 81K |
Sold Out (4)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Geneos Wealth Management Inc. | 5,324 | 200K |
| BANK OF AMERICA CORP /DE | 1,807 | 68K |
| UBS Group AG | 301 | 11K |
| Wellington Grp LLC | 264 | 10K |
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| GTS SECURITIES LLC | +4,465 | +24.1% | 23,005 |
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Tradition Wealth Management, LLC | -594 | -3.0% | 18,975 |
| MORGAN STANLEY | -1 | -0.9% | 115 |