DUNK Institutional Ownership
Dana Unconstrained Equity ETF
1W: +0.1%
1M: +1.6%
3M: +10.6%
YTD: +17.0%
1Y: +11.9%
$28.39
+0.12 (+0.42%)
Weekly Expected Move ±2.5%
$27
$28
$28
$29
$30
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — DUNK
14
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
125M
Total Invested
3
New Positions
8
Increased
2
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (16 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Dana Investment Advisors, Inc. | 3,420,413 | $97M | +11,784 | +0.3% | 4Q | SEC ↗ |
| 2 | CWM, LLC | 524,672 | $15M | +10,761 | +2.1% | 3Q | SEC ↗ |
| 3 | CAPTRUST FINANCIAL ADVISORS | 507,214 | $14M | +6,577 | +1.3% | 4Q | SEC ↗ |
| 4 | Bank of New York Mellon Corp | 251,273 | $7M | +7,096 | +2.9% | 3Q | SEC ↗ |
| 5 | &PARTNERS | 188,717 | $5M | +41,250 | +28.0% | 4Q | SEC ↗ |
| 6 | OSAIC HOLDINGS, INC. | 135,497 | $4M | +8,313 | +6.5% | 3Q | SEC ↗ |
| 7 | Concurrent Investment Advisors, LLC | 131,140 | $4M | -215 | -0.2% | 3Q | SEC ↗ |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 118,012 | $3M | +28,168 | +31.4% | 3Q | SEC ↗ |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, NEW | 68,031 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 10 | Huntleigh Advisors, Inc. | 46,431 | $1M | +4,346 | +10.3% | 3Q | SEC ↗ |
| 11 | JANE STREET GROUP, LLC | 28,773 | $817K | +14,262 | +98.3% | 4Q | SEC ↗ |
| 12 | LPL Financial LLC NEW | 14,661 | $416K | — | +0.0% | 1Q | SEC ↗ |
| 13 | Sound Income Strategies, LLC | 12,935 | $367K | — | +0.0% | 2Q | SEC ↗ |
| 14 | UBS Group AG | 187 | $5K | -702 | -79.0% | 2Q | SEC ↗ |
| 15 | MERCER GLOBAL ADVISORS INC /ADV NEW | 100 | $3K | — | +0.0% | 1Q | SEC ↗ |
| 16 | Skyline Advisors, Inc. | 0 | $0K | -17,034 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICE | 68,031 | $2M |
| LPL Financial LLC | 14,661 | $416K |
| MERCER GLOBAL ADVISORS INC /ADV | 100 | $3K |
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Skyline Advisors, Inc. | 17,034 | $484K |
Biggest Increases (9)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| &PARTNERS | +41,250 | +28.0% | 188,717 |
| ENVESTNET ASSET MANAGEMENT INC | +28,168 | +31.4% | 118,012 |
| JANE STREET GROUP, LLC | +14,262 | +98.3% | 28,773 |
| Dana Investment Advisors, Inc. | +11,784 | +0.3% | 3,420,413 |
| CWM, LLC | +10,761 | +2.1% | 524,672 |
| OSAIC HOLDINGS, INC. | +8,313 | +6.5% | 135,497 |
| Bank of New York Mellon Corp | +7,096 | +2.9% | 251,273 |
| CAPTRUST FINANCIAL ADVISORS | +6,577 | +1.3% | 507,214 |
| Huntleigh Advisors, Inc. | +4,346 | +10.3% | 46,431 |
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| UBS Group AG | -702 | -79.0% | 187 |
| Concurrent Investment Advisors, LLC | -215 | -0.2% | 131,140 |