DYFI Institutional Ownership
IDX Dynamic Fixed Income ETF
1W: -0.4%
1M: -1.6%
3M: -2.6%
YTD: -3.5%
1Y: -4.0%
$22.20
-0.01 (-0.02%)
Weekly Expected Move ±0.4%
$22
$22
$22
$22
$22
Overview
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Holdings
Changes
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Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — DYFI
20
Institutional Holders
-3 vs prior quarter
0.0%
Ownership
+0.00pp
59M
Total Invested
2
New Positions
8
Increased
9
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (24 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Faithward Advisors, LLC | 901,650 | 20M | +30,915 | +3.6% | 4Q | SEC ↗ |
| 2 | Compound Planning, Inc. | 496,108 | 11M | +69,159 | +16.2% | 10Q | SEC ↗ |
| 3 | Blueprint Financial Advisors LLC | 272,904 | 6M | +18,958 | +7.5% | 4Q | SEC ↗ |
| 4 | Blueprint Investment Partners LLC | 272,904 | 6M | +18,958 | +7.5% | 4Q | SEC ↗ |
| 5 | PALLADIEM, LLC | 255,139 | 6M | +29 | +0.0% | 3Q | SEC ↗ |
| 6 | WealthTrak Capital Management LLC | 127,044 | 3M | +3,671 | +3.0% | 7Q | SEC ↗ |
| 7 | International Private Wealth Advisors | 82,668 | 2M | -2,154 | -2.5% | 10Q | SEC ↗ |
| 8 | AXXCESS WEALTH MANAGEMENT, LLC | 42,470 | 943K | -1,077 | -2.5% | 10Q | SEC ↗ |
| 9 | Kingsview Wealth Management, LLC | 41,716 | 926K | +2,485 | +6.3% | 3Q | SEC ↗ |
| 10 | GTS SECURITIES LLC NEW | 29,076 | 645K | — | +0.0% | 1Q | SEC ↗ |
| 11 | Ashton Thomas Private Wealth, LLC | 19,592 | 435K | -7,996 | -29.0% | 10Q | SEC ↗ |
| 12 | Encompass More Asset Management | 16,388 | 364K | -1,097 | -6.3% | 8Q | SEC ↗ |
| 13 | Atlas Wealth Partners, LLC | 16,050 | 356K | -400 | -2.4% | 4Q | SEC ↗ |
| 14 | Aptus Capital Advisors, LLC | 9,114 | 202K | — | +0.0% | 10Q | SEC ↗ |
| 15 | Farther Finance Advisors, LLC | 8,186 | 182K | -2,575 | -23.9% | 2Q | SEC ↗ |
| 16 | McIlrath & Eck, LLC | 4,100 | 91K | — | +0.0% | 6Q | SEC ↗ |
| 17 | TUCKER ASSET MANAGEMENT LLC | 1,324 | 29K | -109 | -7.6% | 5Q | SEC ↗ |
| 18 | CoreCap Advisors, LLC | 780 | 17K | +4 | +0.5% | 8Q | SEC ↗ |
| 19 | Integrated Wealth Concepts LLC NEW | 424 | 9K | — | +0.0% | 1Q | SEC ↗ |
| 20 | AE Wealth Management LLC | 93 | 2K | -296 | -76.1% | 4Q | SEC ↗ |
| 21 | Cambridge Investment Research Advisors | 0 | 0K | -109,010 | -100.0% | 5Q | SEC ↗ |
| 22 | Kestra Advisory Services, LLC | 0 | 0K | -2,624 | -100.0% | 1Q | SEC ↗ |
| 23 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | 0K | -12,903 | -100.0% | 1Q | SEC ↗ |
| 24 | JANE STREET GROUP, LLC | 0 | 0K | -12,473 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| GTS SECURITIES LLC | 29,076 | 645K |
| Integrated Wealth Concepts LLC | 424 | 9K |
Sold Out (4)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Cambridge Investment Research Advis | 109,010 | 2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 12,903 | 286K |
| JANE STREET GROUP, LLC | 12,473 | 277K |
| Kestra Advisory Services, LLC | 2,624 | 58K |
Biggest Increases (8)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Compound Planning, Inc. | +69,159 | +16.2% | 496,108 |
| Faithward Advisors, LLC | +30,915 | +3.6% | 901,650 |
| Blueprint Investment Partners LLC | +18,958 | +7.5% | 272,904 |
| Blueprint Financial Advisors LLC | +18,958 | +7.5% | 272,904 |
| WealthTrak Capital Management LLC | +3,671 | +3.0% | 127,044 |
| Kingsview Wealth Management, LLC | +2,485 | +6.3% | 41,716 |
| PALLADIEM, LLC | +29 | +0.0% | 255,139 |
| CoreCap Advisors, LLC | +4 | +0.5% | 780 |
Biggest Decreases (8)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Ashton Thomas Private Wealth, LLC | -7,996 | -29.0% | 19,592 |
| Farther Finance Advisors, LLC | -2,575 | -23.9% | 8,186 |
| International Private Wealth Adviso | -2,154 | -2.5% | 82,668 |
| Encompass More Asset Management | -1,097 | -6.3% | 16,388 |
| AXXCESS WEALTH MANAGEMENT, LLC | -1,077 | -2.5% | 42,470 |
| Atlas Wealth Partners, LLC | -400 | -2.4% | 16,050 |
| AE Wealth Management LLC | -296 | -76.1% | 93 |
| TUCKER ASSET MANAGEMENT LLC | -109 | -7.6% | 1,324 |