DJIA Institutional Ownership
Global X - Dow 30 Covered Call ETF
1W: -0.4%
1M: -2.5%
3M: +0.3%
YTD: +2.1%
1Y: +4.0%
3Y: +29.1%
$22.30
+0.17 (+0.77%)
Weekly Expected Move ±1.3%
$22
$22
$22
$23
$23
Overview
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Institutional Ownership — DJIA
67
Institutional Holders
+7 vs prior quarter
0.0%
Ownership
+0.00pp
59M
Total Invested
15
New Positions
20
Increased
23
Reduced
12
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (72 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 989,506 | $22M | +313,414 | +46.4% | 14Q | SEC ↗ |
| 2 | J.W. COLE ADVISORS, INC. | 467,472 | $10M | -3,139 | -0.7% | 5Q | SEC ↗ |
| 3 | XML Financial, LLC | 271,811 | $6M | +211,680 | +352.0% | 13Q | SEC ↗ |
| 4 | OSAIC HOLDINGS, INC. | 183,183 | $4M | -4,314 | -2.3% | 17Q | SEC ↗ |
| 5 | RAYMOND JAMES FINANCIAL INC | 91,269 | $2M | +2,218 | +2.5% | 7Q | SEC ↗ |
| 6 | ROYAL BANK OF CANADA | 68,658 | $2M | +43,099 | +168.6% | 14Q | SEC ↗ |
| 7 | Janney Montgomery Scott LLC | 65,612 | $1M | +6,029 | +10.1% | 15Q | SEC ↗ |
| 8 | Cetera Investment Advisers | 56,144 | $1M | +14,789 | +35.8% | 6Q | SEC ↗ |
| 9 | OLD MISSION CAPITAL LLC NEW | 52,766 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 10 | NWF Advisory Services Inc. | 50,400 | $1M | -1,400 | -2.7% | 6Q | SEC ↗ |
| 11 | STIFEL FINANCIAL CORP | 50,288 | $1M | +27,498 | +120.7% | 6Q | SEC ↗ |
| 12 | Cambridge Investment Research Advisors | 50,264 | $1M | +463 | +0.9% | 5Q | SEC ↗ |
| 13 | ENVESTNET ASSET MANAGEMENT INC | 44,954 | $1M | +15,132 | +50.7% | 6Q | SEC ↗ |
| 14 | PMG Family Office LLC | 26,086 | $582K | +1,123 | +4.5% | 4Q | SEC ↗ |
| 15 | Private Advisor Group, LLC | 24,000 | $535K | +5,000 | +26.3% | 4Q | SEC ↗ |
| 16 | INTERNATIONAL ASSETS INVESTMENT MANAGE | 23,106 | $515K | +11,651 | +101.7% | 3Q | SEC ↗ |
| 17 | HARBOUR INVESTMENTS, INC. | 21,652 | $483K | -200 | -0.9% | 15Q | SEC ↗ |
| 18 | Mutual Advisors, LLC | 21,205 | $473K | +650 | +3.2% | 4Q | SEC ↗ |
| 19 | KESTRA PRIVATE WEALTH SERVICES, LLC | 18,324 | $409K | +128 | +0.7% | 12Q | SEC ↗ |
| 20 | WCG Wealth Advisors LLC | 17,811 | $397K | -15,840 | -47.1% | 6Q | SEC ↗ |
| 21 | MML INVESTORS SERVICES, LLC NEW | 14,418 | $322K | — | +0.0% | 1Q | SEC ↗ |
| 22 | Murphy & Mullick Capital Management Co | 12,935 | $288K | -779 | -5.7% | 6Q | SEC ↗ |
| 23 | CreativeOne Wealth, LLC | 12,725 | $284K | +9 | +0.1% | 9Q | SEC ↗ |
| 24 | Tactive Advisors, LLC | 12,385 | $276K | -228 | -1.8% | 5Q | SEC ↗ |
| 25 | CITADEL ADVISORS LLC NEW | 12,350 | $275K | — | +0.0% | 1Q | SEC ↗ |
| 26 | FSM Wealth Advisors, LLC NEW | 11,687 | $261K | — | +0.0% | 1Q | SEC ↗ |
| 27 | Jaffetilchin Investment Partners, LLC NEW | 11,085 | $247K | — | +0.0% | 1Q | SEC ↗ |
| 28 | BEAM WEALTH ADVISORS, INC. | 10,432 | $233K | -3,080 | -22.8% | 16Q | SEC ↗ |
| 29 | Sonoma Allocations LLC | 9,907 | $221K | — | +0.0% | 4Q | SEC ↗ |
| 30 | VALICENTI ADVISORY SERVICES INC NEW | 9,740 | $217K | — | +0.0% | 1Q | SEC ↗ |
| 31 | PRIVATE TRUST CO NA | 9,017 | $201K | — | +0.0% | 13Q | SEC ↗ |
| 32 | Founders Financial Alliance, LLC | 8,480 | $189K | -336 | -3.8% | 13Q | SEC ↗ |
| 33 | BANK OF MONTREAL /CAN | 7,145 | $159K | — | +0.0% | 5Q | SEC ↗ |
| 34 | FIFTH THIRD BANCORP | 5,354 | $119K | +102 | +1.9% | 2Q | SEC ↗ |
| 35 | IFP Advisors, Inc | 4,696 | $105K | +167 | +3.7% | 5Q | SEC ↗ |
| 36 | SBI Securities Co., Ltd. | 3,535 | $79K | +442 | +14.3% | 7Q | SEC ↗ |
| 37 | Cape Investment Advisory, Inc. NEW | 2,880 | $64K | — | +0.0% | 1Q | SEC ↗ |
| 38 | Integrated Wealth Concepts LLC NEW | 800 | $18K | — | +0.0% | 1Q | SEC ↗ |
| 39 | SIMPLEX TRADING, LLC | 786 | $18K | -540 | -40.7% | 4Q | SEC ↗ |
| 40 | GROUP ONE TRADING LLC | 600 | $13K | +260 | +76.5% | 2Q | SEC ↗ |
| 41 | WELLS FARGO & COMPANY/MN | 464 | $10K | +463 | +46300.0% | 4Q | SEC ↗ |
| 42 | MORGAN STANLEY | 463 | $10K | -90 | -16.3% | 12Q | SEC ↗ |
| 43 | Triumph Capital Management | 400 | $9K | — | +0.0% | 4Q | SEC ↗ |
| 44 | MERCER GLOBAL ADVISORS INC /ADV NEW | 323 | $7K | — | +0.0% | 1Q | SEC ↗ |
| 45 | PNC Financial Services Group, Inc. NEW | 175 | $4K | — | +0.0% | 1Q | SEC ↗ |
| 46 | DHJJ Financial Advisors, Ltd. | 163 | $4K | — | +0.0% | 12Q | SEC ↗ |
| 47 | WELLINGTON-ALTUS USA INC. NEW | 162 | $4K | — | +0.0% | 1Q | SEC ↗ |
| 48 | IFG Advisory, LLC NEW | 130 | $3K | — | +0.0% | 1Q | SEC ↗ |
| 49 | FMR LLC | 91 | $2K | — | +0.0% | 8Q | SEC ↗ |
| 50 | NATIONAL BANK OF CANADA /FI | 62 | $1K | — | +0.0% | 16Q | SEC ↗ |
Recent Activity
New Positions (16)
| Holder | Shares | Value |
|---|---|---|
| OLD MISSION CAPITAL LLC | 52,766 | $1M |
| MML INVESTORS SERVICES, LLC | 14,418 | $322K |
| CITADEL ADVISORS LLC | 12,350 | $275K |
| FSM Wealth Advisors, LLC | 11,687 | $261K |
| Jaffetilchin Investment Partners, L | 11,085 | $247K |
| VALICENTI ADVISORY SERVICES INC | 9,740 | $217K |
| Cape Investment Advisory, Inc. | 2,880 | $64K |
| Integrated Wealth Concepts LLC | 800 | $18K |
| MERCER GLOBAL ADVISORS INC /ADV | 323 | $7K |
| PNC Financial Services Group, Inc. | 175 | $4K |
| WELLINGTON-ALTUS USA INC. | 162 | $4K |
| IFG Advisory, LLC | 130 | $3K |
| Abound Wealth Management | 36 | $1K |
| Global Retirement Partners, LLC | 20 | $0K |
| KERR FINANCIAL PLANNING Corp | 1 | $0K |
| CITIGROUP INC | 1 | $0K |
Sold Out (18)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Massar Capital Management, LP | 40,305 | $899K |
| Mariner, LLC | 29,029 | $647K |
| JANE STREET GROUP, LLC | 12,045 | $269K |
| FLAGSHIP HARBOR ADVISORS, LLC | 9,547 | $213K |
| Rockefeller Capital Management L.P. | 5,170 | $115K |
| Advisory Services Network, LLC | 2,889 | $64K |
| Steward Partners Investment Advisor | 1,988 | $44K |
| Kestra Advisory Services, LLC | 1,664 | $37K |
| Innovative Asset Advisors Group, LL | 1,350 | $30K |
| JONES FINANCIAL COMPANIES LLLP | 1,215 | $27K |
| Farther Finance Advisors, LLC | 1,188 | $26K |
| Newbridge Financial Services Group, | 920 | $21K |
| Rossby Financial, LCC | 490 | $11K |
| AE Wealth Management LLC | 460 | $10K |
| Root Financial Partners, LLC | 103 | $2K |
| UBS Group AG | 29 | $1K |
| MAI Capital Management | 5 | $0K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1 | $0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +313,414 | +46.4% | 989,506 |
| XML Financial, LLC | +211,680 | +352.0% | 271,811 |
| ROYAL BANK OF CANADA | +43,099 | +168.6% | 68,658 |
| STIFEL FINANCIAL CORP | +27,498 | +120.7% | 50,288 |
| ENVESTNET ASSET MANAGEMENT INC | +15,132 | +50.7% | 44,954 |
| Cetera Investment Advisers | +14,789 | +35.8% | 56,144 |
| INTERNATIONAL ASSETS INVESTMENT MAN | +11,651 | +101.7% | 23,106 |
| Janney Montgomery Scott LLC | +6,029 | +10.1% | 65,612 |
| Private Advisor Group, LLC | +5,000 | +26.3% | 24,000 |
| RAYMOND JAMES FINANCIAL INC | +2,218 | +2.5% | 91,269 |
| PMG Family Office LLC | +1,123 | +4.5% | 26,086 |
| Mutual Advisors, LLC | +650 | +3.2% | 21,205 |
| WELLS FARGO & COMPANY/MN | +463 | +46300.0% | 464 |
| Cambridge Investment Research Advis | +463 | +0.9% | 50,264 |
| SBI Securities Co., Ltd. | +442 | +14.3% | 3,535 |
| GROUP ONE TRADING LLC | +260 | +76.5% | 600 |
| IFP Advisors, Inc | +167 | +3.7% | 4,696 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | +128 | +0.7% | 18,324 |
| FIFTH THIRD BANCORP | +102 | +1.9% | 5,354 |
| CreativeOne Wealth, LLC | +9 | +0.1% | 12,725 |
Biggest Decreases (11)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| WCG Wealth Advisors LLC | -15,840 | -47.1% | 17,811 |
| OSAIC HOLDINGS, INC. | -4,314 | -2.3% | 183,183 |
| J.W. COLE ADVISORS, INC. | -3,139 | -0.7% | 467,472 |
| BEAM WEALTH ADVISORS, INC. | -3,080 | -22.8% | 10,432 |
| NWF Advisory Services Inc. | -1,400 | -2.7% | 50,400 |
| Murphy & Mullick Capital Management | -779 | -5.7% | 12,935 |
| SIMPLEX TRADING, LLC | -540 | -40.7% | 786 |
| Founders Financial Alliance, LLC | -336 | -3.8% | 8,480 |
| Tactive Advisors, LLC | -228 | -1.8% | 12,385 |
| HARBOUR INVESTMENTS, INC. | -200 | -0.9% | 21,652 |
| MORGAN STANLEY | -90 | -16.3% | 463 |