$42.91

+0.26 (+0.61%)

Weekly Expected Move ±1.8%

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ETF CBOE · AUM $4.7B

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

Institutional Ownership — DISV

494

Institutional Holders

+22 vs prior quarter

0.0%

Ownership

+0.00pp

Total Invested

New Positions

250

Increased

143

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (518 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	Focus Partners Wealth	13,414,075	576M	-499,375	-3.6%	11Q	SEC ↗
2	Forum Financial Management, LP	5,642,966	242M	+37,606	+0.7%	17Q	SEC ↗
3	MATHER GROUP, LLC.	5,210,680	224M	-533,356	-9.3%	10Q	SEC ↗
4	Focus Partners Advisor Solutions, LLC	3,118,868	134M	+233,982	+8.1%	16Q	SEC ↗
5	BANK OF AMERICA CORP /DE	2,991,895	128M	+722,218	+31.8%	13Q	SEC ↗
6	Savant Capital, LLC	2,629,312	113M	+1,613,397	+158.8%	15Q	SEC ↗
7	UBS Group AG	2,485,157	107M	+2,450,942	+7163.4%	4Q	SEC ↗
8	RITHOLTZ WEALTH MANAGEMENT	2,385,040	102M	+103,516	+4.5%	16Q	SEC ↗
9	Cerity Partners LLC	1,592,790	68M	+173,472	+12.2%	16Q	SEC ↗
10	NORTHERN TRUST CORP	1,318,379	57M	+126,618	+10.6%	11Q	SEC ↗
11	Evanson Financial, LLC NEW	1,210,764	52M	—	+0.0%	1Q	SEC ↗
12	Asset Dedication, LLC	1,210,491	52M	-10,532	-0.9%	18Q	SEC ↗
13	Evanson Asset Management, LLC	1,186,477	51M	+43,573	+3.8%	16Q	SEC ↗
14	EXENCIAL WEALTH ADVISORS, LLC	1,171,519	50M	+295,271	+33.7%	15Q	SEC ↗
15	Corient Private Wealth LP	1,018,423	44M	-40,355	-3.8%	15Q	SEC ↗
16	MONOGRAPH WEALTH ADVISORS, LLC	979,700	42M	+69,562	+7.6%	16Q	SEC ↗
17	HighTower Advisors, LLC	978,432	42M	-24,990	-2.5%	17Q	SEC ↗
18	JACKSON THORNTON WEALTH MANAGEMENT, LL	958,337	41M	+12,929	+1.4%	16Q	SEC ↗
19	Creative Planning	877,952	38M	-3,326	-0.4%	15Q	SEC ↗
20	GREAT OAK CAPITAL PARTNERS, LLC	871,449	37M	+33,105	+3.9%	9Q	SEC ↗
21	Integrated Wealth Concepts LLC	846,710	36M	+149,160	+21.4%	3Q	SEC ↗
22	BANK OF MONTREAL /CAN	829,638	36M	+22,393	+2.8%	17Q	SEC ↗
23	MERCER GLOBAL ADVISORS INC /ADV	823,817	35M	+253,103	+44.3%	12Q	SEC ↗
24	ENVESTNET ASSET MANAGEMENT INC	815,545	35M	-91,203	-10.1%	15Q	SEC ↗
25	JANE STREET GROUP, LLC	786,039	34M	-212,707	-21.3%	6Q	SEC ↗
26	Premier Financial Group	739,178	32M	+1,751	+0.2%	5Q	SEC ↗
27	Planning Center, Inc.	697,483	30M	+9,025	+1.3%	15Q	SEC ↗
28	Index Fund Advisors, Inc.	654,082	28M	+28,984	+4.6%	15Q	SEC ↗
29	DiNuzzo Private Wealth, Inc.	641,920	28M	-4,808	-0.7%	11Q	SEC ↗
30	Integris Wealth Management, LLC	626,662	27M	-2,749	-0.4%	12Q	SEC ↗
31	William Mack & Associates, Inc.	588,902	25M	+216,141	+58.0%	7Q	SEC ↗
32	Modera Wealth Management, LLC	587,313	25M	+61,884	+11.8%	15Q	SEC ↗
33	EARNED WEALTH ADVISORS, LLC	540,473	23M	+25,842	+5.0%	10Q	SEC ↗
34	Baker Ellis Asset Management LLC	539,546	23M	-797	-0.1%	15Q	SEC ↗
35	Rather & Kittrell, Inc.	539,288	23M	+23,621	+4.6%	17Q	SEC ↗
36	NorthAvenue LLC	535,354	23M	-9,462	-1.7%	3Q	SEC ↗
37	Sequoia Financial Advisors, LLC	533,748	23M	+23,467	+4.6%	17Q	SEC ↗
38	Financial Harvest, LLC	531,085	23M	+30,727	+6.1%	5Q	SEC ↗
39	Smartleaf Asset Management LLC	513,430	22M	—	+0.0%	3Q	SEC ↗
40	RAYMOND JAMES FINANCIAL INC	491,240	21M	+35,147	+7.7%	7Q	SEC ↗
41	Equita Financial Network, Inc.	483,741	21M	+23,824	+5.2%	12Q	SEC ↗
42	Quantum Financial Advisors, LLC	482,001	21M	+24,715	+5.4%	17Q	SEC ↗
43	Henrickson Nauta Wealth Advisors, Inc.	468,855	20M	+15,407	+3.4%	17Q	SEC ↗
44	WEALTH ENHANCEMENT ADVISORY SERVICES,	461,410	20M	+47,252	+11.4%	12Q	SEC ↗
45	Beacon Pointe Advisors, LLC	449,274	19M	+70,252	+18.5%	17Q	SEC ↗
46	MB Generational Wealth, LLC	444,342	19M	+3,499	+0.8%	4Q	SEC ↗
47	Shakespeare Wealth Management, LLC	436,894	19M	+14,112	+3.3%	8Q	SEC ↗
48	KEB ASSET MANAGEMENT, LLC	425,660	18M	-787	-0.2%	16Q	SEC ↗
49	LRI Investments, LLC	414,353	18M	-4,232	-1.0%	10Q	SEC ↗
50	von Borstel & Associates, Inc.	410,932	18M	+18,528	+4.7%	8Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
Evanson Financial, LLC	1,210,764	52M
Baird Financial Group, Inc.	175,555	8M
Seven Bridges Advisors LLC	157,867	7M
Karpus Management, Inc.	105,610	5M
MARYLAND CAPITAL ADVISORS INC.	73,278	3M
Summit Portfolio Management, LTD.	69,797	3M
Liberty Capital Management, Inc.	55,398	2M
FIG FINANCIAL ADVISORY SERVICES INC	50,205	2M
Veratis Advisors, Inc.	39,249	2M
RASP WEALTH SOLUTIONS, LLC	29,614	1M
LEVEL FOUR ADVISORY SERVICES, LLC	28,454	1M
Mission Hills Financial Advisory, L	22,278	956K
Apollon Wealth Management, LLC	17,098	734K
Vise Technologies, Inc.	16,829	722K
Mattern Wealth Management LLC	15,000	644K
AXXCESS WEALTH MANAGEMENT, LLC	14,844	637K
DIVERSIFY WEALTH MANAGEMENT, LLC	14,509	623K
Diversify Advisory Services, LLC	14,509	623K
Timonier Family Office, LTD.	14,364	616K
Platform Wealth Management, LLC	13,430	576K

Sold Out (20)

Holder	Prev Shares	Prev Value
AFFINITY WEALTH LLC	471,060	20M
Ocean Park Asset Management, LLC	330,674	14M
SEVEN MILE ADVISORY	294,510	13M
OLD MISSION CAPITAL LLC	194,148	8M
Blue Trust, Inc.	67,454	3M
Wealthcare Advisory Partners LLC	20,556	882K
CYPRESS FINANCIAL PLANNING LLC	20,418	876K
FLOW TRADERS U.S. LLC	17,646	757K
FLPUTNAM INVESTMENT MANAGEMENT CO	11,408	490K
BNB Wealth Management, LLC	11,332	486K
McMill Wealth Management	11,109	477K
Brand Asset Management Group, Inc.	9,564	410K
GEN Financial Management, INC.	8,229	353K
Fisher Asset Management, LLC	7,086	304K
PCM Encore, LLC	7,055	303K
Broadhurst Jeffrey B	6,783	291K
SILVERCREST ASSET MANAGEMENT GROUP	6,706	288K
HANCOCK WHITNEY CORP	6,525	280K
Berger Financial Group, Inc	5,965	256K
Cardinal Point Capital Management U	5,685	244K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
UBS Group AG	+2,450,942	+7163.4%	2,485,157
Savant Capital, LLC	+1,613,397	+158.8%	2,629,312
BANK OF AMERICA CORP /DE	+722,218	+31.8%	2,991,895
ASSETMARK, INC	+382,314	+50106.7%	383,077
EXENCIAL WEALTH ADVISORS, LLC	+295,271	+33.7%	1,171,519
MERCER GLOBAL ADVISORS INC /ADV	+253,103	+44.3%	823,817
Focus Partners Advisor Solutions, L	+233,982	+8.1%	3,118,868
William Mack & Associates, Inc.	+216,141	+58.0%	588,902
IFG Advisory, LLC	+187,232	+6653.6%	190,046
Cerity Partners LLC	+173,472	+12.2%	1,592,790
Wealthspire Advisors, LLC	+149,854	+697.7%	171,331
Integrated Wealth Concepts LLC	+149,160	+21.4%	846,710
FIDUCIARY FINANCIAL ADVISORS	+148,109	+201.3%	221,672
NORTHERN TRUST CORP	+126,618	+10.6%	1,318,379
SUSQUEHANNA INTERNATIONAL GROUP, LL	+111,325	+1006.3%	122,388
RITHOLTZ WEALTH MANAGEMENT	+103,516	+4.5%	2,385,040
CITADEL ADVISORS LLC	+92,390	+152.4%	153,020
OSAIC HOLDINGS, INC.	+90,071	+47.6%	279,311
Beacon Pointe Advisors, LLC	+70,252	+18.5%	449,274
MONOGRAPH WEALTH ADVISORS, LLC	+69,562	+7.6%	979,700

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
MATHER GROUP, LLC.	-533,356	-9.3%	5,210,680
Focus Partners Wealth	-499,375	-3.6%	13,414,075
JANE STREET GROUP, LLC	-212,707	-21.3%	786,039
Abacus Wealth Partners, LLC	-97,541	-37.5%	162,777
ENVESTNET ASSET MANAGEMENT INC	-91,203	-10.1%	815,545
Allworth Financial LP	-87,013	-73.2%	31,897
Miramar Fiduciary Corp	-70,780	-17.3%	337,798
Rockefeller Capital Management L.P.	-69,214	-26.1%	195,542
Corient Private Wealth LP	-40,355	-3.8%	1,018,423
PARK AVENUE SECURITIES LLC	-32,316	-8.8%	335,625
STIFEL FINANCIAL CORP	-27,887	-18.9%	119,584
HighTower Advisors, LLC	-24,990	-2.5%	978,432
FISCHER INVESTMENT STRATEGIES, LLC	-15,070	-6.2%	227,493
Krilogy Financial LLC	-14,666	-4.5%	314,038
Forvis Mazars Wealth Advisors, LLC	-13,369	-17.7%	62,288
KEYVANTAGE WEALTH, LLC	-12,849	-30.6%	29,169
TRU INDEPENDENCE ASSET MANAGEMENT 2	-12,597	-36.9%	21,561
Financial Engines Advisors L.L.C.	-10,847	-6.3%	162,003
Asset Dedication, LLC	-10,532	-0.9%	1,210,491
Efficient Advisors, LLC	-10,490	-9.2%	103,718

DISV Institutional Ownership

Institutional Ownership — DISV

Ownership Trends

Top Institutional Holders (518 total)

Recent Activity

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