DUKH Institutional Ownership
Ocean Park High Income ETF
1W: -0.6%
1M: -1.9%
3M: -3.2%
YTD: -4.7%
1Y: -4.3%
$23.19
+0.03 (+0.13%)
Weekly Expected Move ±0.5%
$23
$23
$23
$23
$23
Overview
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Holdings
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Institutional Ownership — DUKH
7
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
14M
Total Invested
1
New Positions
3
Increased
2
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (9 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | VestGen Advisors, LLC | 352,357 | 8M | +14,940 | +4.4% | 2Q | SEC ↗ |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 118,302 | 3M | +9,577 | +8.8% | 7Q | SEC ↗ |
| 3 | Independent Wealth Network Inc. NEW | 97,115 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 9,880 | 229K | -3,730 | -27.4% | 4Q | SEC ↗ |
| 5 | OSAIC HOLDINGS, INC. | 5,150 | 119K | +5,000 | +3333.3% | 6Q | SEC ↗ |
| 6 | Steward Partners Investment Advisory, | 1,000 | 23K | — | +0.0% | 2Q | SEC ↗ |
| 7 | Cambridge Investment Research Advisors | 0 | 0K | -12,977 | -100.0% | 6Q | SEC ↗ |
| 8 | UBS Group AG | 0 | 0K | -200 | -100.0% | 3Q | SEC ↗ |
| 9 | Farther Finance Advisors, LLC | 0 | 0K | -1,812 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (1)
| Holder | Shares | Value |
|---|---|---|
| Independent Wealth Network Inc. | 97,115 | 2M |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Cambridge Investment Research Advis | 12,977 | 301K |
| Farther Finance Advisors, LLC | 1,812 | 42K |
| UBS Group AG | 200 | 5K |
Biggest Increases (3)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| VestGen Advisors, LLC | +14,940 | +4.4% | 352,357 |
| ENVESTNET ASSET MANAGEMENT INC | +9,577 | +8.8% | 118,302 |
| OSAIC HOLDINGS, INC. | +5,000 | +3333.3% | 5,150 |
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICE | -3,730 | -27.4% | 9,880 |