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EBI Institutional Ownership

Longview Advantage ETF
1W: -0.2% 1M: -1.8% 3M: +2.0% YTD: +16.0% 1Y: +20.3%
$66.23
+0.44 (+0.67%)
 
Weekly Expected Move ±1.3%
$65 $65 $66 $67 $68
ETF NASDAQ · AUM $659.0M

Institutional Ownership — EBI

17
Institutional Holders
-3 vs prior quarter
0.0%
Ownership
+0.00pp
631M
Total Invested
0
New Positions
3
Increased
6
Reduced
0
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (20 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Hill Investment Group Partners, LLC 6,276,328 416M -59,557 -0.9% 6Q SEC ↗
2 HILL ISLAND FINANCIAL LLC 1,108,928 73M -46,860 -4.1% 6Q SEC ↗
3 BetterWealth, LLC 582,580 39M — +0.0% 6Q SEC ↗
4 TCI Wealth Advisors, Inc. 336,794 22M — +0.0% 6Q SEC ↗
5 AIRE ADVISORS, LLC 333,006 22M -530 -0.2% 6Q SEC ↗
6 New Capital Management LP 213,409 14M — +0.0% 6Q SEC ↗
7 Empirical Financial Services, LLC d.b. 187,741 12M — +0.0% 6Q SEC ↗
8 Trellis Wealth Advisors LLC 167,405 11M -217 -0.1% 6Q SEC ↗
9 MONETA GROUP INVESTMENT ADVISORS LLC 126,978 8M +53,426 +72.6% 6Q SEC ↗
10 Chicago Partners Investment Group LLC 111,311 7M — +0.0% 6Q SEC ↗
11 Quantinno Capital Management LP 110,099 7M — +0.0% 5Q SEC ↗
12 MOSAIC FAMILY WEALTH PARTNERS, LLC 68,568 5M -832 -1.2% 5Q SEC ↗
13 GTS SECURITIES LLC 26,551 2M +8,382 +46.1% 6Q SEC ↗
14 STIFEL FINANCIAL CORP 23,161 2M — +0.0% 6Q SEC ↗
15 HighTower Advisors, LLC 14,038 930K -220 -1.5% 4Q SEC ↗
16 MORGAN STANLEY 13,989 926K +10,439 +294.1% 2Q SEC ↗
17 Mariner, LLC 9,650 639K — +0.0% 5Q SEC ↗
18 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0 0K -9,073 -100.0% 1Q SEC ↗
19 CITADEL ADVISORS LLC 0 0K -23,040 -100.0% 1Q SEC ↗
20 UBS Group AG 0 0K -223 -100.0% 4Q SEC ↗

Recent Activity

New Positions (0)

No new positions this quarter.

Sold Out (3)
HolderPrev SharesPrev Value
CITADEL ADVISORS LLC 23,040 2M
SUSQUEHANNA INTERNATIONAL GROUP, LL 9,073 601K
UBS Group AG 223 15K
Biggest Increases (3)
HolderAddedChange %Total Shares
MONETA GROUP INVESTMENT ADVISORS LL +53,426 +72.6% 126,978
MORGAN STANLEY +10,439 +294.1% 13,989
GTS SECURITIES LLC +8,382 +46.1% 26,551
Biggest Decreases (6)
HolderReducedChange %Total Shares
Hill Investment Group Partners, LLC -59,557 -0.9% 6,276,328
HILL ISLAND FINANCIAL LLC -46,860 -4.1% 1,108,928
MOSAIC FAMILY WEALTH PARTNERS, LLC -832 -1.2% 68,568
AIRE ADVISORS, LLC -530 -0.2% 333,006
HighTower Advisors, LLC -220 -1.5% 14,038
Trellis Wealth Advisors LLC -217 -0.1% 167,405

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms