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DIVP Institutional Ownership

Cullen Enhanced Equity Income ETF
1W: -2.0% 1M: -6.0% 3M: -4.7% YTD: +2.5% 1Y: +3.7%
$25.97
+0.06 (+0.23%)
 
Weekly Expected Move ±1.1%
$25 $26 $26 $26 $27
ETF AMEX · AUM $51.6M

Institutional Ownership — DIVP

13
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
15M
Total Invested
4
New Positions
3
Increased
4
Reduced
0
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (17 total)

# Holder Shares Value Change Change % Holding Period Filing
1 BANK OF AMERICA CORP /DE NEW 220,000 6M — +0.0% 1Q SEC ↗
2 Beacon Pointe Advisors, LLC 146,955 4M +5,684 +4.0% 4Q SEC ↗
3 Janney Montgomery Scott LLC NEW 133,736 3M — +0.0% 1Q SEC ↗
4 CARY STREET PARTNERS FINANCIAL LLC 68,571 2M +20,570 +42.9% 4Q SEC ↗
5 Beta Wealth Group, Inc. 67,665 2M -8,095 -10.7% 4Q SEC ↗
6 Steward Partners Investment Advisory, 25,985 675K +6,317 +32.1% 9Q SEC ↗
7 Farther Finance Advisors, LLC 17,695 460K -14,194 -44.5% 8Q SEC ↗
8 WEALTH ENHANCEMENT ADVISORY SERVICES, 13,257 344K -2,965 -18.3% 4Q SEC ↗
9 TOCQUEVILLE ASSET MANAGEMENT L.P. 8,850 230K -1,000 -10.2% 4Q SEC ↗
10 MORGAN STANLEY NEW 1,904 49K — +0.0% 1Q SEC ↗
11 HARBOUR INVESTMENTS, INC. 1,691 44K — +0.0% 4Q SEC ↗
12 OSAIC HOLDINGS, INC. NEW 1,055 27K — +0.0% 1Q SEC ↗
13 DHJJ Financial Advisors, Ltd. 20 1K — +0.0% 7Q SEC ↗
14 JANE STREET GROUP, LLC 0 0K -24,388 -100.0% 3Q SEC ↗
15 ROYAL BANK OF CANADA 0 0K -45,088 -100.0% 1Q SEC ↗
16 Kestra Advisory Services, LLC 0 0K -5,201 -100.0% 1Q SEC ↗
17 Millstone Evans Group, LLC 0 0K -7,484 -100.0% 5Q SEC ↗

Recent Activity

New Positions (4)
HolderSharesValue
BANK OF AMERICA CORP /DE 220,000 6M
Janney Montgomery Scott LLC 133,736 3M
MORGAN STANLEY 1,904 49K
OSAIC HOLDINGS, INC. 1,055 27K
Sold Out (4)
HolderPrev SharesPrev Value
ROYAL BANK OF CANADA 45,088 1M
JANE STREET GROUP, LLC 24,388 633K
Millstone Evans Group, LLC 7,484 194K
Kestra Advisory Services, LLC 5,201 135K
Biggest Increases (3)
HolderAddedChange %Total Shares
CARY STREET PARTNERS FINANCIAL LLC +20,570 +42.9% 68,571
Steward Partners Investment Advisor +6,317 +32.1% 25,985
Beacon Pointe Advisors, LLC +5,684 +4.0% 146,955
Biggest Decreases (4)
HolderReducedChange %Total Shares
Farther Finance Advisors, LLC -14,194 -44.5% 17,695
Beta Wealth Group, Inc. -8,095 -10.7% 67,665
WEALTH ENHANCEMENT ADVISORY SERVICE -2,965 -18.3% 13,257
TOCQUEVILLE ASSET MANAGEMENT L.P. -1,000 -10.2% 8,850

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms