$54.64

-0.21 (-0.38%)

Weekly Expected Move ±2.2%

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ETF AMEX · AUM $3.8B

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

Institutional Ownership — EDV

225

Institutional Holders

-2 vs prior quarter

0.0%

Ownership

+0.00pp

Total Invested

New Positions

Increased

Reduced

Closed

0.75

Put/Call Ratio

Ownership Trends

Top Institutional Holders (250 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	MIDLAND WEALTH ADVISORS, LLC	1,624,765	89M	+181,740	+12.6%	6Q	SEC ↗
2	BANK OF AMERICA CORP /DE	1,535,349	84M	-16,129	-1.0%	15Q	SEC ↗
3	MORGAN STANLEY	884,309	48M	-160,347	-15.3%	60Q	SEC ↗
4	RWA WEALTH PARTNERS, LLC	875,815	48M	—	+0.0%	7Q	SEC ↗
5	LPL Financial LLC	830,743	45M	-24,683	-2.9%	50Q	SEC ↗
6	Mirae Asset Global Investments Co., Lt	789,777	43M	-265,924	-25.2%	10Q	SEC ↗
7	CAPITAL CITY TRUST CO/FL	764,715	42M	+101,059	+15.2%	3Q	SEC ↗
8	HANTZ FINANCIAL SERVICES, INC.	736,865	40M	-170,190	-18.8%	17Q	SEC ↗
9	SBI Securities Co., Ltd.	463,578	25M	-115,205	-19.9%	7Q	SEC ↗
10	CITADEL ADVISORS LLC NEW	433,355	24M	—	+0.0%	1Q	SEC ↗
11	EP Wealth Advisors, LLC	369,723	20M	+4,749	+1.3%	2Q	SEC ↗
12	Valtinson Bruner Financial Planning LL	335,469	18M	+4,747	+1.4%	8Q	SEC ↗
13	Cadence Wealth Management LLC	275,654	15M	-107,949	-28.1%	4Q	SEC ↗
14	ALLIANCEBERNSTEIN L.P.	260,730	14M	+3,052	+1.2%	7Q	SEC ↗
15	Fluent Financial, LLC	254,318	14M	-276,080	-52.1%	4Q	SEC ↗
16	Hamilton Capital Partners Inc.	227,755	12M	+22,447	+10.9%	11Q	SEC ↗
17	Harvest Portfolios Group Inc.	221,743	12M	-104,706	-32.1%	9Q	SEC ↗
18	One Wealth Map LLC	221,145	12M	+39,455	+21.7%	11Q	SEC ↗
19	RETIREMENT FINANCIAL SOLUTIONS, LLC	220,523	12M	+152,581	+224.6%	4Q	SEC ↗
20	MML INVESTORS SERVICES, LLC	219,406	12M	-712	-0.3%	38Q	SEC ↗
21	Cetera Investment Advisers	208,896	11M	-41,807	-16.7%	14Q	SEC ↗
22	Tidal Investments LLC	190,626	10M	+2,887	+1.5%	2Q	SEC ↗
23	WELLS FARGO & COMPANY/MN	185,197	10M	-2,856	-1.5%	69Q	SEC ↗
24	Quadrature Capital Ltd NEW	177,530	10M	—	+0.0%	1Q	SEC ↗
25	Jump Financial, LLC	177,514	10M	+19,223	+12.1%	2Q	SEC ↗
26	AMERIPRISE FINANCIAL INC	174,551	10M	+9,383	+5.7%	16Q	SEC ↗
27	North Ridge Wealth Advisors, Inc.	168,157	9M	+10,846	+6.9%	13Q	SEC ↗
28	Savant Capital, LLC NEW	167,592	9M	—	+0.0%	1Q	SEC ↗
29	NATIONAL BANK OF CANADA /FI	164,104	9M	+304	+0.2%	18Q	SEC ↗
30	UBS Group AG	160,476	9M	+73,870	+85.3%	47Q	SEC ↗
31	FLOW TRADERS U.S. LLC	158,645	9M	+52,230	+49.1%	3Q	SEC ↗
32	Sellwood Investment Partners LLC	128,316	7M	+14,318	+12.6%	7Q	SEC ↗
33	NBT BANK, N.A.	126,670	7M	-64,925	-33.9%	2Q	SEC ↗
34	Institute for Wealth Management, LLC.	122,588	7M	+79,101	+181.9%	5Q	SEC ↗
35	Professional Financial Management, Inc	121,134	7M	+7,642	+6.7%	3Q	SEC ↗
36	ROYAL BANK OF CANADA	109,672	6M	-25,400	-18.8%	66Q	SEC ↗
37	PNC Financial Services Group, Inc.	108,677	6M	+14,341	+15.2%	15Q	SEC ↗
38	SUSQUEHANNA INTERNATIONAL GROUP, LLP	106,334	6M	+60,928	+134.2%	2Q	SEC ↗
39	Advisory Services Network, LLC	95,810	5M	-489	-0.5%	16Q	SEC ↗
40	Causey Wealth LLC	92,337	5M	-42,838	-31.7%	7Q	SEC ↗
41	Baird Financial Group, Inc.	92,039	5M	-3,418	-3.6%	2Q	SEC ↗
42	RiverFront Investment Group, LLC	91,887	5M	+35,710	+63.6%	13Q	SEC ↗
43	NORTHERN TRUST CORP	86,178	5M	-6,070	-6.6%	15Q	SEC ↗
44	OSAIC HOLDINGS, INC.	83,323	5M	-35,648	-30.0%	26Q	SEC ↗
45	Fermata Advisors, LLC	81,037	4M	-14,400	-15.1%	18Q	SEC ↗
46	CLEAR INVESTMENT RESEARCH, LLC	80,291	4M	-317	-0.4%	8Q	SEC ↗
47	Beverly Hills Private Wealth, LLC	79,468	4M	+12,891	+19.4%	7Q	SEC ↗
48	TECTONIC ADVISORS LLC	74,544	4M	+2,539	+3.5%	23Q	SEC ↗
49	&PARTNERS	72,509	4M	+21,011	+40.8%	8Q	SEC ↗
50	GOLDMAN SACHS GROUP INC	69,830	4M	+1,440	+2.1%	9Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
CITADEL ADVISORS LLC	433,355	24M
Quadrature Capital Ltd	177,530	10M
Savant Capital, LLC	167,592	9M
INDEPENDENT FINANCIAL GROUP, LLC	38,089	2M
Sigma Planning Corp	35,302	2M
COMPASS FINANCIAL MANAGEMENT LLC	35,119	2M
GTS SECURITIES LLC	31,299	2M
FIDUCIARY FINANCIAL ADVISORS	27,219	1M
CITIGROUP INC	24,564	1M
SCOTIA CAPITAL INC.	21,976	1M
Trivium Point Advisory, LLC	19,109	1M
NewEdge Advisors, LLC	11,202	612K
WEALTH ENHANCEMENT ADVISORY SERVICE	11,175	611K
PRELUDE CAPITAL MANAGEMENT, LLC	8,910	487K
TWO SIGMA SECURITIES, LLC	8,354	456K
SIMPLEX TRADING, LLC	8,120	444K
EverSource Wealth Advisors, LLC	6,600	361K
Gilman Hill Asset Management, LLC	6,050	331K
BRIGHTON JONES LLC	6,007	328K
J. Safra Sarasin Holding AG	4,348	238K

Sold Out (20)

Holder	Prev Shares	Prev Value
JANE STREET GROUP, LLC	380,396	21M
Diesslin Group, Inc.	140,603	8M
PW ADVISORS, LLC \ FL	51,631	3M
SIH Partners, LLLP	50,000	3M
EXCHANGE TRADED CONCEPTS, LLC	49,788	3M
SURIENCE PRIVATE WEALTH LLC	32,444	2M
Virtu Financial LLC	27,160	1M
Orion Porfolio Solutions, LLC	24,729	1M
BlackDiamond Wealth Management, LLC	15,771	862K
RHS Financial, LLC	13,919	761K
Thrivent Financial for Lutherans	13,701	749K
Worth Asset Management, LLC	10,961	599K
Tranquilli Financial Advisor LLC	10,607	580K
INTERCAPITAL, LLC	8,000	437K
PRUDENTIAL FINANCIAL INC	7,934	434K
EVOKE WEALTH, LLC	7,335	401K
Secure Asset Management, LLC	7,318	400K
Stratos Wealth Advisors, LLC	6,794	371K
Atria Investments, Inc	6,010	328K
HRT FINANCIAL LP	5,899	322K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
MIDLAND WEALTH ADVISORS, LLC	+181,740	+12.6%	1,624,765
RETIREMENT FINANCIAL SOLUTIONS, LLC	+152,581	+224.6%	220,523
CAPITAL CITY TRUST CO/FL	+101,059	+15.2%	764,715
Institute for Wealth Management, LL	+79,101	+181.9%	122,588
UBS Group AG	+73,870	+85.3%	160,476
SUSQUEHANNA INTERNATIONAL GROUP, LL	+60,928	+134.2%	106,334
FLOW TRADERS U.S. LLC	+52,230	+49.1%	158,645
CAPTRUST FINANCIAL ADVISORS	+48,052	+274.6%	65,553
Tower Research Capital LLC (TRC)	+47,203	+590037.5%	47,211
One Wealth Map LLC	+39,455	+21.7%	221,145
RiverFront Investment Group, LLC	+35,710	+63.6%	91,887
Hamilton Capital Partners Inc.	+22,447	+10.9%	227,755
&PARTNERS	+21,011	+40.8%	72,509
HighTower Advisors, LLC	+20,166	+489.2%	24,288
Jump Financial, LLC	+19,223	+12.1%	177,514
NOTTINGHAM ADVISORS, INC.	+18,000	+59.1%	48,465
PNC Financial Services Group, Inc.	+14,341	+15.2%	108,677
Sellwood Investment Partners LLC	+14,318	+12.6%	128,316
MAI Capital Management	+13,915	+1556.5%	14,809
Beverly Hills Private Wealth, LLC	+12,891	+19.4%	79,468

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
JPMORGAN CHASE & CO	-4,091,654	-99.7%	13,588
Beacon Capital Management, Inc.	-344,345	-99.6%	1,488
Fluent Financial, LLC	-276,080	-52.1%	254,318
Mirae Asset Global Investments Co.,	-265,924	-25.2%	789,777
Cambridge Investment Research Advis	-214,140	-92.6%	17,051
HANTZ FINANCIAL SERVICES, INC.	-170,190	-18.8%	736,865
RAYMOND JAMES FINANCIAL INC	-160,821	-72.8%	60,230
MORGAN STANLEY	-160,347	-15.3%	884,309
ENVESTNET ASSET MANAGEMENT INC	-123,728	-70.3%	52,154
SBI Securities Co., Ltd.	-115,205	-19.9%	463,578
Cadence Wealth Management LLC	-107,949	-28.1%	275,654
Harvest Portfolios Group Inc.	-104,706	-32.1%	221,743
Conrad Siegel Investment Advisors,	-87,572	-80.7%	21,004
BNP PARIBAS FINANCIAL MARKETS	-83,260	-99.9%	115
NBT BANK, N.A.	-64,925	-33.9%	126,670
Ameritas Advisory Services, LLC	-45,559	-90.6%	4,717
Causey Wealth LLC	-42,838	-31.7%	92,337
Cetera Investment Advisers	-41,807	-16.7%	208,896
Stokes Family Office, LLC	-37,348	-74.5%	12,792
OSAIC HOLDINGS, INC.	-35,648	-30.0%	83,323

EDV Institutional Ownership

Institutional Ownership — EDV

Ownership Trends

Top Institutional Holders (250 total)

Recent Activity

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