$46.51

-0.05 (-0.11%)

Weekly Expected Move ±0.4%

$46 $46 $47 $47 $47

ETF AMEX · AUM $6.8B

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

Institutional Ownership — DFSD

470

Institutional Holders

+23 vs prior quarter

0.0%

Ownership

+0.00pp

Total Invested

New Positions

276

Increased

115

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (486 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	Focus Partners Wealth	7,253,853	$337M	+1,131,748	+18.5%	8Q	SEC ↗
2	Focus Partners Advisor Solutions, LLC	6,339,321	$295M	+1,212,399	+23.6%	14Q	SEC ↗
3	Apella Capital, LLC	5,420,887	$252M	+174,560	+3.3%	13Q	SEC ↗
4	OneDigital Investment Advisors LLC	3,880,784	$180M	+180,941	+4.9%	13Q	SEC ↗
5	Savant Capital, LLC	3,654,844	$170M	-249,121	-6.4%	15Q	SEC ↗
6	Root Financial Partners, LLC	3,637,085	$169M	+645,949	+21.6%	14Q	SEC ↗
7	Vise Technologies, Inc.	3,490,783	$162M	+1,216,216	+53.5%	4Q	SEC ↗
8	Beaird Harris Wealth Management, LLC	3,199,436	$149M	+89,730	+2.9%	14Q	SEC ↗
9	Planning Center, Inc.	2,904,314	$135M	+96,059	+3.4%	13Q	SEC ↗
10	ENVESTNET ASSET MANAGEMENT INC	2,683,166	$125M	+264,195	+10.9%	17Q	SEC ↗
11	DiNuzzo Private Wealth, Inc.	2,080,578	$97M	+39,395	+1.9%	11Q	SEC ↗
12	HighTower Advisors, LLC	1,996,685	$93M	+27,782	+1.4%	14Q	SEC ↗
13	Great Waters Wealth Management	1,949,171	$91M	+165,247	+9.3%	15Q	SEC ↗
14	PHILLIPS FINANCIAL MANAGEMENT, LLC	1,756,850	$82M	+42,549	+2.5%	18Q	SEC ↗
15	Rachor Investment Advisory Services, L	1,519,287	$71M	+66,572	+4.6%	3Q	SEC ↗
16	Rather & Kittrell, Inc.	1,429,896	$67M	+97,885	+7.3%	16Q	SEC ↗
17	Diversified Portfolios, Inc.	1,335,001	$62M	-1,421	-0.1%	9Q	SEC ↗
18	McIlrath & Eck, LLC	1,297,305	$60M	+165,524	+14.6%	8Q	SEC ↗
19	ASSETMARK, INC	1,284,088	$60M	+93,262	+7.8%	17Q	SEC ↗
20	MARKET STREET WEALTH MANAGEMENT ADVISO	1,271,511	$59M	+25,886	+2.1%	16Q	SEC ↗
21	COMMONWEALTH EQUITY SERVICES, LLC	1,229,386	$57M	+46,555	+3.9%	19Q	SEC ↗
22	WPWealth LLP	1,188,766	$55M	-21,133	-1.7%	14Q	SEC ↗
23	Ruedi Wealth Management, Inc.	1,144,966	$53M	+47,663	+4.3%	15Q	SEC ↗
24	55 North Private Wealth, LLC	1,073,749	$50M	+194,420	+22.1%	3Q	SEC ↗
25	Beacon Pointe Advisors, LLC	1,045,893	$49M	+128,075	+14.0%	14Q	SEC ↗
26	Financial Plan, Inc.	1,038,034	$48M	+120,893	+13.2%	3Q	SEC ↗
27	CURIO WEALTH, LLC	1,033,379	$48M	+75,103	+7.8%	7Q	SEC ↗
28	RAM Investment Partners, LLC	1,008,448	$47M	+9,986	+1.0%	15Q	SEC ↗
29	CPA Asset Management Group, LLC	980,940	$46M	+524,230	+114.8%	15Q	SEC ↗
30	Parkwoods Wealth Partners, LLC	972,134	$45M	+526,275	+118.0%	5Q	SEC ↗
31	PARK AVENUE SECURITIES LLC	903,188	$42M	+133,476	+17.3%	17Q	SEC ↗
32	Altiora Financial Group, LLC	876,910	$41M	-45,605	-4.9%	9Q	SEC ↗
33	Woodward Financial Advisors, Inc.	857,876	$40M	+80,723	+10.4%	1Q	SEC ↗
34	BANK OF AMERICA CORP /DE	847,823	$39M	+96,173	+12.8%	15Q	SEC ↗
35	Signature Resources Capital Management	812,642	$38M	+39,562	+5.1%	11Q	SEC ↗
36	Wealthquest Corp	804,122	$37M	+32,637	+4.2%	5Q	SEC ↗
37	Elser Financial Planning, Inc	798,092	$37M	+25,379	+3.3%	2Q	SEC ↗
38	ECLECTIC ASSOCIATES INC /ADV	795,671	$37M	+109,607	+16.0%	11Q	SEC ↗
39	MASECO LLP	772,357	$36M	+33,518	+4.5%	5Q	SEC ↗
40	Wheelhouse Advisory Group LLC	771,244	$36M	+153,714	+24.9%	8Q	SEC ↗
41	GREAT OAK CAPITAL PARTNERS, LLC	663,877	$31M	+68,158	+11.4%	11Q	SEC ↗
42	NORTHWEST WEALTH MANAGEMENT, LLC	640,173	$30M	+85,260	+15.4%	12Q	SEC ↗
43	Mattern Wealth Management LLC	604,523	$28M	+1,149	+0.2%	16Q	SEC ↗
44	Valued Wealth Advisors LLC	601,233	$28M	+43,499	+7.8%	11Q	SEC ↗
45	Allegiance Financial Group Advisory Se	581,099	$27M	+69,200	+13.5%	15Q	SEC ↗
46	Farther Finance Advisors, LLC	579,720	$27M	+11,604	+2.0%	15Q	SEC ↗
47	JACKSON THORNTON WEALTH MANAGEMENT, LL	549,062	$26M	+42,680	+8.4%	11Q	SEC ↗
48	Keyes, Stange & Wooten Wealth Manageme	541,966	$25M	+49,217	+10.0%	11Q	SEC ↗
49	LEGACY FINANCIAL GROUP, INC.	538,926	$25M	+71,612	+15.3%	15Q	SEC ↗
50	Cornerstone Wealth Partners, LLC	529,635	$25M	+73,004	+16.0%	3Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
IMA Advisory Services, Inc.	406,393	$19M
SUSQUEHANNA INTERNATIONAL GROUP, LL	345,242	$16M
BEACON HILL WEALTH MANAGEMENT LTD.	284,950	$13M
Diversify Advisory Services, LLC	123,538	$6M
Private Advisory Group LLC	114,710	$5M
Penney Financial, LLC	82,902	$4M
MARYLAND CAPITAL ADVISORS INC.	46,962	$2M
Pioneer Wealth Management Group	38,936	$2M
StrongBox Wealth, LLC	29,375	$1M
KESTRA PRIVATE WEALTH SERVICES, LLC	26,366	$1M
Quantinno Capital Management LP	19,111	$889K
Canvas Wealth Advisors, LLC	18,694	$869K
Timonier Family Office, LTD.	16,774	$780K
Valmark Advisers, Inc.	15,463	$719K
Platform Wealth Management, LLC	14,201	$660K
Herold Advisors, Inc.	11,548	$537K
McLean Asset Management Corp	10,598	$493K
Trailhead Planners LLC	10,269	$478K
Avise Financial Cooperative, Inc.	9,522	$443K
Stratos Wealth Partners, LTD.	8,188	$381K

Sold Out (20)

Holder	Prev Shares	Prev Value
Ocean Park Asset Management, LLC	208,391	$10M
Tortoise Investment Management, LLC	124,188	$6M
JANE STREET GROUP, LLC	108,762	$5M
Thrivent Financial for Lutherans	90,776	$4M
49 WEALTH MANAGEMENT, LLC	83,571	$4M
Broadhurst Jeffrey B	60,932	$3M
Linscomb Wealth, Inc.	33,970	$2M
NORTHERN TRUST CORP	33,886	$2M
Wealthcare Advisory Partners LLC	20,489	$953K
Ethos Financial Group, LLC	14,425	$671K
OLD MISSION CAPITAL LLC	13,806	$642K
INDEPENDENT FINANCIAL GROUP, LLC	12,763	$594K
Worth Asset Management, LLC	12,578	$585K
Baer Investment Advisory LLC	11,860	$552K
Tanager Wealth Management LLP	10,748	$500K
TIAA-CREF INDIVIDUAL & INSTITUTIONA	10,360	$482K
TITLEIST ASSET MANAGEMENT, LLC	9,913	$461K
Synergy Asset Management, LLC	8,844	$411K
TRUST POINT INC.	5,879	$273K
Stillwater Private Wealth, LLC	5,803	$270K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
Vise Technologies, Inc.	+1,216,216	+53.5%	3,490,783
Focus Partners Advisor Solutions, L	+1,212,399	+23.6%	6,339,321
Focus Partners Wealth	+1,131,748	+18.5%	7,253,853
Root Financial Partners, LLC	+645,949	+21.6%	3,637,085
Parkwoods Wealth Partners, LLC	+526,275	+118.0%	972,134
CPA Asset Management Group, LLC	+524,230	+114.8%	980,940
ENVESTNET ASSET MANAGEMENT INC	+264,195	+10.9%	2,683,166
55 North Private Wealth, LLC	+194,420	+22.1%	1,073,749
OneDigital Investment Advisors LLC	+180,941	+4.9%	3,880,784
Apella Capital, LLC	+174,560	+3.3%	5,420,887
McIlrath & Eck, LLC	+165,524	+14.6%	1,297,305
Great Waters Wealth Management	+165,247	+9.3%	1,949,171
Cambridge Investment Research Advis	+163,314	+47.0%	510,500
Factor Wealth Management LTD	+159,960	+44.3%	521,101
Wheelhouse Advisory Group LLC	+153,714	+24.9%	771,244
PARK AVENUE SECURITIES LLC	+133,476	+17.3%	903,188
Beacon Pointe Advisors, LLC	+128,075	+14.0%	1,045,893
Financial Plan, Inc.	+120,893	+13.2%	1,038,034
LPL Financial LLC	+115,935	+34.2%	454,790
ECLECTIC ASSOCIATES INC /ADV	+109,607	+16.0%	795,671

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
Allworth Financial LP	-437,438	-46.7%	498,269
SJS Investment Consulting Inc.	-368,248	-80.9%	87,060
Savant Capital, LLC	-249,121	-6.4%	3,654,844
Torren Management, LLC	-156,496	-57.0%	118,156
EverSource Wealth Advisors, LLC	-58,194	-48.0%	63,021
Private Advisor Group, LLC	-46,123	-49.3%	47,371
Altiora Financial Group, LLC	-45,605	-4.9%	876,910
CreativeOne Wealth, LLC	-37,056	-32.0%	78,622
Passive Capital Management, LLC.	-29,709	-11.3%	232,508
SAX WEALTH ADVISORS, LLC	-29,557	-10.8%	244,768
Steward Partners Investment Advisor	-25,582	-10.3%	223,962
Keystone Financial Group, Inc.	-21,164	-13.1%	139,823
WPWealth LLP	-21,133	-1.7%	1,188,766
Optimus Capital Advisors, LLC	-14,178	-9.8%	130,732
Lakeridge Wealth Management LLC	-9,062	-8.1%	103,146
CARY STREET PARTNERS FINANCIAL LLC	-7,769	-28.9%	19,102
KEB ASSET MANAGEMENT, LLC	-7,573	-19.1%	32,057
Arcadia Wealth Management, LLC	-7,170	-17.8%	33,020
Five Oceans Advisors	-6,960	-12.4%	49,395
Solutions 4 Wealth, Ltd	-6,806	-23.4%	22,292

DFSD Institutional Ownership

Institutional Ownership — DFSD

Ownership Trends

Top Institutional Holders (486 total)

Recent Activity

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