$33.95

+0.47 (+1.40%)

Weekly Expected Move ±1.8%

$33 $33 $34 $35 $35

ETF CBOE · AUM $6.1B

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

Institutional Ownership — DIHP

391

Institutional Holders

+18 vs prior quarter

0.0%

Ownership

+0.00pp

Total Invested

New Positions

208

Increased

100

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (409 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	MERCER GLOBAL ADVISORS INC /ADV	35,612,854	1.2B	+3,281,893	+10.2%	16Q	SEC ↗
2	Savant Capital, LLC	32,381,844	1.1B	+3,285,675	+11.3%	9Q	SEC ↗
3	Focus Partners Wealth	17,142,938	582M	+1,618,435	+10.4%	8Q	SEC ↗
4	Forum Financial Management, LP	6,360,733	216M	+103,165	+1.6%	17Q	SEC ↗
5	Sequoia Financial Advisors, LLC	5,261,652	179M	-21,816	-0.4%	14Q	SEC ↗
6	ENVESTNET ASSET MANAGEMENT INC	4,738,498	161M	+336,629	+7.6%	16Q	SEC ↗
7	Focus Partners Advisor Solutions, LLC	3,734,675	127M	+587,865	+18.7%	12Q	SEC ↗
8	Kestra Investment Management, LLC	3,071,494	104M	-2,065,769	-40.2%	5Q	SEC ↗
9	Clearstead Advisors, LLC	3,040,147	103M	-2,488,253	-45.0%	2Q	SEC ↗
10	BANK OF MONTREAL /CAN	2,806,609	95M	+124,700	+4.6%	17Q	SEC ↗
11	Aprio Wealth Management, LLC	2,262,600	77M	-134,127	-5.6%	17Q	SEC ↗
12	Apella Capital, LLC	2,097,924	71M	+98,390	+4.9%	7Q	SEC ↗
13	Modera Wealth Management, LLC	2,068,448	70M	+221,057	+12.0%	7Q	SEC ↗
14	HighTower Advisors, LLC	1,971,505	67M	+3,521	+0.2%	17Q	SEC ↗
15	Planning Center, Inc.	1,864,060	63M	+36,817	+2.0%	15Q	SEC ↗
16	Foster Group, Inc.	1,750,355	59M	+48,709	+2.9%	9Q	SEC ↗
17	SATOVSKY ASSET MANAGEMENT LLC	1,719,319	58M	+5,643	+0.3%	17Q	SEC ↗
18	TCI Wealth Advisors, Inc.	1,647,857	56M	+312,187	+23.4%	17Q	SEC ↗
19	ASSETMARK, INC	1,546,186	52M	+1,544,909	+120979.6%	10Q	SEC ↗
20	PARK AVENUE SECURITIES LLC	1,374,007	47M	+98,900	+7.8%	15Q	SEC ↗
21	Corient Private Wealth LP	1,323,056	45M	-26,219	-1.9%	15Q	SEC ↗
22	High Probability Advisors, LLC	1,307,603	44M	+85,082	+7.0%	17Q	SEC ↗
23	FINANCIAL CONSULATE, INC	1,301,772	44M	+65,194	+5.3%	5Q	SEC ↗
24	Petersen Hastings Wealth Advisors Inc.	1,281,546	44M	+18,567	+1.5%	3Q	SEC ↗
25	JANE STREET GROUP, LLC	1,015,572	34M	-372,939	-26.9%	2Q	SEC ↗
26	Mariner, LLC	1,013,239	34M	+214,246	+26.8%	12Q	SEC ↗
27	BANK OF AMERICA CORP /DE	866,509	29M	+426,832	+97.1%	15Q	SEC ↗
28	EXENCIAL WEALTH ADVISORS, LLC	795,467	27M	+220,807	+38.4%	10Q	SEC ↗
29	Meredith Wealth Planning	729,518	25M	+6,019	+0.8%	15Q	SEC ↗
30	GREAT OAK CAPITAL PARTNERS, LLC	722,192	25M	+18,312	+2.6%	11Q	SEC ↗
31	Premier Financial Group	648,675	22M	+6,982	+1.1%	5Q	SEC ↗
32	DiNuzzo Private Wealth, Inc.	642,789	22M	+3,045	+0.5%	11Q	SEC ↗
33	WEBSTERROGERS FINANCIAL ADVISORS, LLC	591,850	20M	+34,535	+6.2%	15Q	SEC ↗
34	Bridgewater Advisors Inc.	527,312	18M	-17,415	-3.2%	17Q	SEC ↗
35	von Borstel & Associates, Inc.	505,800	17M	+21,082	+4.3%	8Q	SEC ↗
36	True Wealth Design, LLC	498,488	17M	+39,372	+8.6%	15Q	SEC ↗
37	Wealth Architects, LLC	490,409	17M	+321,034	+189.5%	2Q	SEC ↗
38	MARKET STREET WEALTH MANAGEMENT ADVISO	482,643	16M	+4,074	+0.9%	11Q	SEC ↗
39	UBS Group AG	472,730	16M	+31,592	+7.2%	16Q	SEC ↗
40	25 LLC	466,978	16M	+23,693	+5.3%	7Q	SEC ↗
41	Vestmark Advisory Solutions, Inc.	465,818	16M	-281	-0.1%	14Q	SEC ↗
42	STOLZ & ASSOCIATES, PS	459,924	16M	+32,623	+7.6%	3Q	SEC ↗
43	Three Arch Wealth Management LLC	451,073	15M	+35,634	+8.6%	3Q	SEC ↗
44	Farther Finance Advisors, LLC	447,338	15M	+36,809	+9.0%	14Q	SEC ↗
45	Beacon Pointe Advisors, LLC	440,928	15M	+13,870	+3.2%	17Q	SEC ↗
46	Envision Financial Planning, LLC	438,588	15M	+9,559	+2.2%	12Q	SEC ↗
47	Quadcap Wealth Management, LLC	435,850	15M	+38,204	+9.6%	11Q	SEC ↗
48	Mills Wealth Advisors LLC	415,841	14M	+17,626	+4.4%	15Q	SEC ↗
49	LPL Financial LLC	410,217	14M	+42,393	+11.5%	14Q	SEC ↗
50	MENORA MIVTACHIM HOLDINGS LTD.	379,557	13M	—	+0.0%	4Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
Timonier Family Office, LTD.	318,388	11M
Baird Financial Group, Inc.	212,499	7M
Evanson Financial, LLC	127,375	4M
AXXCESS WEALTH MANAGEMENT, LLC	28,449	966K
Mission Hills Financial Advisory, L	27,096	920K
Diversify Advisory Services, LLC	22,791	774K
MARYLAND CAPITAL ADVISORS INC.	21,871	743K
Brand Asset Management Group, Inc.	16,396	557K
MAINSAIL ASSET MANAGEMENT, LLC	14,661	498K
Cresset Asset Management, LLC	14,269	484K
Venture Visionary Partners LLC	11,993	407K
GUARDIAN WEALTH ADVISORS, LLC / NC	11,613	394K
VESTIA PERSONAL WEALTH ADVISORS	11,492	390K
Nova R Wealth, Inc.	11,139	378K
TIAA-CREF INDIVIDUAL & INSTITUTIONA	10,289	349K
Vise Technologies, Inc.	9,213	313K
Mayflower Financial Advisors, LLC	9,131	310K
Sanctuary Advisors, LLC	8,135	276K
EP Wealth Advisors, LLC	8,036	273K
Ameritas Advisory Services, LLC	7,693	261K

Sold Out (20)

Holder	Prev Shares	Prev Value
Ocean Park Asset Management, LLC	353,056	12M
Blue Trust, Inc.	113,188	4M
Wealthcare Advisory Partners LLC	66,090	2M
SUSQUEHANNA INTERNATIONAL GROUP, LL	54,790	2M
Quadrature Capital Ltd	32,813	1M
Balefire, LLC	17,632	599K
Laird Norton Wetherby Trust Company	17,010	577K
CGN Advisors LLC	12,078	410K
GTS SECURITIES LLC	11,737	398K
Westmount Partners, LLC	10,850	368K
MATAURO, LLC	8,465	287K
CITADEL ADVISORS LLC	8,195	278K
Zhang Financial LLC	6,859	233K
SCRATCH CAPITAL LLC	6,405	217K
EnRich Financial Partners LLC	6,329	215K
Reyes Financial Architecture, Inc.	3,053	104K
US BANCORP \DE	3,024	103K
BAYBAN	1,126	38K
STRATEGIC ADVISORY PARTNERS, LLC	1,121	38K
WealthShield Partners, LLC	1,100	37K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
Savant Capital, LLC	+3,285,675	+11.3%	32,381,844
MERCER GLOBAL ADVISORS INC /ADV	+3,281,893	+10.2%	35,612,854
Focus Partners Wealth	+1,618,435	+10.4%	17,142,938
ASSETMARK, INC	+1,544,909	+120979.6%	1,546,186
Focus Partners Advisor Solutions, L	+587,865	+18.7%	3,734,675
BANK OF AMERICA CORP /DE	+426,832	+97.1%	866,509
ENVESTNET ASSET MANAGEMENT INC	+336,629	+7.6%	4,738,498
Wealth Architects, LLC	+321,034	+189.5%	490,409
TCI Wealth Advisors, Inc.	+312,187	+23.4%	1,647,857
Modera Wealth Management, LLC	+221,057	+12.0%	2,068,448
EXENCIAL WEALTH ADVISORS, LLC	+220,807	+38.4%	795,467
Mariner, LLC	+214,246	+26.8%	1,013,239
BANK OF MONTREAL /CAN	+124,700	+4.6%	2,806,609
Forum Financial Management, LP	+103,165	+1.6%	6,360,733
PARK AVENUE SECURITIES LLC	+98,900	+7.8%	1,374,007
Apella Capital, LLC	+98,390	+4.9%	2,097,924
High Probability Advisors, LLC	+85,082	+7.0%	1,307,603
OSAIC HOLDINGS, INC.	+84,250	+95.7%	172,296
Quantinno Capital Management LP	+68,368	+67.2%	170,073
FINANCIAL CONSULATE, INC	+65,194	+5.3%	1,301,772

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
Clearstead Advisors, LLC	-2,488,253	-45.0%	3,040,147
Kestra Investment Management, LLC	-2,065,769	-40.2%	3,071,494
Allworth Financial LP	-391,747	-99.0%	3,850
JANE STREET GROUP, LLC	-372,939	-26.9%	1,015,572
Efficient Advisors, LLC	-209,237	-41.3%	297,727
CPA Asset Management Group, LLC	-163,887	-59.5%	111,518
OLD MISSION CAPITAL LLC	-138,147	-68.7%	63,007
Aprio Wealth Management, LLC	-134,127	-5.6%	2,262,600
CIBC Bancorp USA Inc.	-60,027	-28.6%	150,000
Forvis Mazars Wealth Advisors, LLC	-55,256	-16.5%	280,196
Wealthspire Advisors, LLC	-35,818	-20.8%	135,978
Corient Private Wealth LP	-26,219	-1.9%	1,323,056
Sequoia Financial Advisors, LLC	-21,816	-0.4%	5,261,652
Cambridge Investment Research Advis	-21,140	-30.6%	47,955
BROWN ADVISORY INC	-20,667	-70.8%	8,541
M Holdings Securities, Inc.	-18,042	-42.9%	23,977
Bridgewater Advisors Inc.	-17,415	-3.2%	527,312
Waverly Advisors, LLC	-15,795	-7.5%	196,162
Financial Engines Advisors L.L.C.	-15,689	-8.2%	174,666
Arkadios Wealth Advisors	-15,149	-64.8%	8,241

DIHP Institutional Ownership

Institutional Ownership — DIHP

Ownership Trends

Top Institutional Holders (409 total)

Recent Activity

Sign in to InsiderStreet