$148.09

+1.38 (+0.94%)

Weekly Expected Move ±1.6%

$143 $146 $148 $150 $153

ETF AMEX · AUM $5.5B

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

Institutional Ownership — DSI

659

Institutional Holders

+20 vs prior quarter

0.0%

Ownership

+0.00pp

Total Invested

New Positions

191

Increased

253

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (689 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	MORGAN STANLEY	4,231,965	627M	+260,239	+6.6%	60Q	SEC ↗
2	ENVESTNET ASSET MANAGEMENT INC	1,741,833	258M	-32,644	-1.8%	48Q	SEC ↗
3	BANK OF AMERICA CORP /DE	1,405,229	208M	-85,578	-5.7%	15Q	SEC ↗
4	LPL Financial LLC	1,229,365	182M	-3,494	-0.3%	53Q	SEC ↗
5	Bank of New York Mellon Corp	1,193,065	177M	-61,468	-4.9%	70Q	SEC ↗
6	JPMORGAN CHASE & CO	1,156,395	171M	-33,595	-2.8%	70Q	SEC ↗
7	AMERIPRISE FINANCIAL INC	797,286	118M	-37,538	-4.5%	16Q	SEC ↗
8	IMA Advisory Services, Inc.	444,726	66M	+32,150	+7.8%	7Q	SEC ↗
9	UBS Group AG	407,533	60M	-8,731	-2.1%	47Q	SEC ↗
10	Betterment LLC	337,922	50M	-11,827	-3.4%	36Q	SEC ↗
11	Mariner, LLC	335,917	50M	+1,240	+0.4%	51Q	SEC ↗
12	US BANCORP \DE	322,658	48M	-473	-0.1%	79Q	SEC ↗
13	Envestnet Portfolio Solutions, Inc.	318,940	47M	-7,119	-2.2%	12Q	SEC ↗
14	Rockefeller Capital Management L.P.	302,319	45M	+1,757	+0.6%	28Q	SEC ↗
15	GOLDMAN SACHS GROUP INC	298,963	44M	+51,880	+21.0%	15Q	SEC ↗
16	SEI INVESTMENTS CO	280,073	41M	-2,479	-0.9%	15Q	SEC ↗
17	NORTHSTAR ASSET MANAGEMENT INC	279,901	41M	+67,631	+31.9%	4Q	SEC ↗
18	COMMONWEALTH EQUITY SERVICES, LLC	227,210	34M	-1,105	-0.5%	35Q	SEC ↗
19	Global Retirement Partners, LLC NEW	221,547	33M	—	+0.0%	1Q	SEC ↗
20	WELLS FARGO & COMPANY/MN	214,635	32M	-6,799	-3.1%	79Q	SEC ↗
21	Creative Planning	210,927	31M	-5,529	-2.6%	44Q	SEC ↗
22	Cetera Investment Advisers	204,758	30M	+1,215	+0.6%	23Q	SEC ↗
23	CAPTRUST FINANCIAL ADVISORS	177,439	26M	+3,295	+1.9%	36Q	SEC ↗
24	RAYMOND JAMES FINANCIAL INC	176,795	26M	+2,554	+1.5%	7Q	SEC ↗
25	OSAIC HOLDINGS, INC.	174,483	26M	+46,125	+35.9%	26Q	SEC ↗
26	Cerity Partners LLC	163,637	24M	-50	-0.0%	34Q	SEC ↗
27	PARK AVENUE SECURITIES LLC	163,472	24M	-3,445	-2.1%	25Q	SEC ↗
28	ROYAL BANK OF CANADA	160,692	24M	-16,132	-9.1%	67Q	SEC ↗
29	TRUIST FINANCIAL CORP	157,186	23M	+276	+0.2%	53Q	SEC ↗
30	National Philanthropic Trust	148,426	22M	-15,597	-9.5%	11Q	SEC ↗
31	Beacon Pointe Advisors, LLC	146,353	22M	+953	+0.7%	12Q	SEC ↗
32	Ameritas Advisory Services, LLC	146,299	22M	+50,666	+53.0%	12Q	SEC ↗
33	Gemmer Asset Management LLC	139,453	21M	+764	+0.6%	29Q	SEC ↗
34	Focus Partners Wealth	137,461	20M	+639	+0.5%	11Q	SEC ↗
35	Fiduciary Trust Co	129,159	19M	-7,566	-5.5%	16Q	SEC ↗
36	Manchester Capital Management LLC	128,700	19M	-6,421	-4.8%	43Q	SEC ↗
37	Johnson Financial Group, Inc.	111,675	17M	-2,050	-1.8%	60Q	SEC ↗
38	MML INVESTORS SERVICES, LLC	103,448	15M	+14,638	+16.5%	37Q	SEC ↗
39	PFG Investments, LLC	97,760	14M	+1,761	+1.8%	14Q	SEC ↗
40	HighTower Advisors, LLC	96,438	14M	+4,102	+4.4%	52Q	SEC ↗
41	MERCER GLOBAL ADVISORS INC /ADV	94,728	14M	+27,933	+41.8%	30Q	SEC ↗
42	Thrivent Financial for Lutherans	93,250	14M	+9,169	+10.9%	25Q	SEC ↗
43	Francis Financial, Inc.	90,492	13M	-1,086	-1.2%	17Q	SEC ↗
44	NATURAL INVESTMENTS, LLC	88,429	13M	-9,420	-9.6%	3Q	SEC ↗
45	Private Advisor Group, LLC	85,793	13M	-4,261	-4.7%	45Q	SEC ↗
46	Mascoma Wealth Management LLC	76,421	11M	+3,941	+5.4%	23Q	SEC ↗
47	TRILLIUM ASSET MANAGEMENT, LLC	70,793	10M	-61,763	-46.6%	15Q	SEC ↗
48	FIFTH THIRD BANCORP	70,077	10M	-35	-0.0%	26Q	SEC ↗
49	SCS Capital Management LLC	69,138	10M	—	+0.0%	6Q	SEC ↗
50	CWM, LLC	68,193	10M	-950	-1.4%	18Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
Global Retirement Partners, LLC	221,547	33M
First Affirmative Financial Network	33,981	5M
BASSO CAPITAL MANAGEMENT, L.P.	20,139	3M
Topsail Wealth Management, LLC	17,504	3M
Colter Lewis Investment Partners LL	15,515	2M
HRT FINANCIAL LP	14,027	2M
Clean Yield Group	8,000	1M
Bluespring Wealth Management, LLC	7,500	1M
Advisory Solutions Group, LLC	6,827	1M
Diversify Advisory Services, LLC	6,747	999K
Wealth Advisory Team LLC	6,645	984K
Maloon Powers Pitre Higgins & Denne	6,613	979K
ZENITH SOLUTIONS, INC.	6,096	903K
CANANDAIGUA NATIONAL CORP	5,840	865K
CANANDAIGUA NATIONAL BANK & TRUST C	5,840	865K
RENAISSANCE TECHNOLOGIES LLC	5,500	814K
XTX Topco Ltd	4,443	658K
Freestone Capital Holdings, LLC	4,298	636K
TRUST CO OF VERMONT	3,801	563K
Laird Norton Wetherby Trust Company	3,668	543K

Sold Out (20)

Holder	Prev Shares	Prev Value
GTS SECURITIES LLC	38,277	6M
Independent Advisor Alliance	33,306	5M
TrueWealth Financial Partners	30,352	4M
FSA WEALTH PARTNERS, INC.	16,084	2M
Hershey Financial Advisers, LLC	13,556	2M
Robertson Stephens Wealth Managemen	6,806	1M
FLOW TRADERS U.S. LLC	5,659	838K
Ellevest, Inc.	4,713	698K
Coordinated Financial Services, Inc	3,994	591K
BECKER CAPITAL MANAGEMENT INC	3,709	549K
Arete Wealth Advisors, LLC	3,478	515K
Engineers Gate Manager LP	3,233	479K
SVB WEALTH LLC	3,048	451K
Richmond Investment Services, LLC	2,398	355K
One Day In July LLC	2,330	345K
SILVER OAK SECURITIES, INCORPORATED	2,330	345K
FIRST TRUST ADVISORS LP	2,040	302K
EVOKE WEALTH, LLC	2,005	297K
MILLENNIUM MANAGEMENT LLC	1,996	296K
Two West Capital Advisors LLC	1,964	291K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
MORGAN STANLEY	+260,239	+6.6%	4,231,965
NORTHSTAR ASSET MANAGEMENT INC	+67,631	+31.9%	279,901
GOLDMAN SACHS GROUP INC	+51,880	+21.0%	298,963
Ameritas Advisory Services, LLC	+50,666	+53.0%	146,299
OSAIC HOLDINGS, INC.	+46,125	+35.9%	174,483
IMA Advisory Services, Inc.	+32,150	+7.8%	444,726
MERCER GLOBAL ADVISORS INC /ADV	+27,933	+41.8%	94,728
Vise Technologies, Inc.	+22,222	+928.2%	24,616
SUSQUEHANNA INTERNATIONAL GROUP, LL	+21,486	+119.4%	39,487
NewEdge Advisors, LLC	+20,290	+82.7%	44,834
Integrated Wealth Concepts LLC	+19,076	+50.5%	56,840
WEALTH ENHANCEMENT ADVISORY SERVICE	+17,057	+127.1%	30,473
MML INVESTORS SERVICES, LLC	+14,638	+16.5%	103,448
JONES FINANCIAL COMPANIES LLLP	+10,305	+36.4%	38,643
SOFI WEALTH, LLC	+9,229	+21.6%	52,019
Thrivent Financial for Lutherans	+9,169	+10.9%	93,250
GLENMEDE TRUST CO NA	+6,703	+8937.3%	6,778
GeoWealth Management, LLC	+6,384	+23.4%	33,636
Wealthfront Advisers LLC	+5,291	+16.8%	36,839
CITIZENS FINANCIAL GROUP INC/RI	+5,191	+67.3%	12,909

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
BANK OF AMERICA CORP /DE	-85,578	-5.7%	1,405,229
TRILLIUM ASSET MANAGEMENT, LLC	-61,763	-46.6%	70,793
Bank of New York Mellon Corp	-61,468	-4.9%	1,193,065
Corient Private Wealth LP	-47,858	-77.5%	13,893
AMERIPRISE FINANCIAL INC	-37,538	-4.5%	797,286
JPMORGAN CHASE & CO	-33,595	-2.8%	1,156,395
ENVESTNET ASSET MANAGEMENT INC	-32,644	-1.8%	1,741,833
ROYAL BANK OF CANADA	-16,132	-9.1%	160,692
Investor's Fiduciary Advisor Networ	-15,737	-91.3%	1,501
National Philanthropic Trust	-15,597	-9.5%	148,426
PNC Financial Services Group, Inc.	-14,864	-22.7%	50,722
Betterment LLC	-11,827	-3.4%	337,922
Archer Investment Management, LLC	-11,509	-29.5%	27,556
Impact Investors, Inc	-9,772	-34.4%	18,603
NATURAL INVESTMENTS, LLC	-9,420	-9.6%	88,429
UBS Group AG	-8,731	-2.1%	407,533
Dunhill Financial, LLC	-7,853	-15.0%	44,668
Composition Wealth, LLC	-7,677	-10.8%	63,094
Fiduciary Trust Co	-7,566	-5.5%	129,159
Gateway Wealth Partners, LLC	-7,234	-50.0%	7,228

DSI Institutional Ownership

Institutional Ownership — DSI

Ownership Trends

Top Institutional Holders (689 total)

Recent Activity

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