— Know what they know.
Not Investment Advice

EFAD Institutional Ownership

ProShares - MSCI EAFE Dividend Growers ETF
1W: -1.5% 1M: -3.3% 3M: -1.4% YTD: +3.0% 1Y: +1.2% 3Y: +29.7% 5Y: -1.2%
$42.97
+0.22 (+0.51%)
 
Weekly Expected Move ±1.7%
$42 $42 $43 $44 $44
ETF CBOE · AUM $60.1M

Institutional Ownership — EFAD

27
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
35M
Total Invested
0
New Positions
11
Increased
11
Reduced
3
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (29 total)

# Holder Shares Value Change Change % Holding Period Filing
1 MORGAN STANLEY 283,859 12M -1,692 -0.6% 42Q SEC ↗
2 Key Financial Inc 109,687 5M +17,016 +18.4% 6Q SEC ↗
3 RAYMOND JAMES FINANCIAL INC 96,757 4M -30,967 -24.2% 7Q SEC ↗
4 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 85,002 4M +4,948 +6.2% 16Q SEC ↗
5 Anson Capital, Inc. 44,642 2M +23,473 +110.9% 11Q SEC ↗
6 BANK OF AMERICA CORP /DE 39,392 2M -4,800 -10.9% 15Q SEC ↗
7 Sanctuary Advisors, LLC 21,054 905K +918 +4.6% 9Q SEC ↗
8 LPL Financial LLC 18,174 781K +825 +4.8% 46Q SEC ↗
9 WELLS FARGO & COMPANY/MN 14,965 643K -476 -3.1% 32Q SEC ↗
10 Cetera Investment Advisers 13,241 569K -63 -0.5% 23Q SEC ↗
11 ROYAL BANK OF CANADA 13,083 562K +3,296 +33.7% 45Q SEC ↗
12 Heritage Wealth Management, Inc. 10,776 463K -150 -1.4% 9Q SEC ↗
13 UBS Group AG 9,075 390K — +0.0% 41Q SEC ↗
14 SFI Advisors, LLC 8,534 367K — +0.0% 19Q SEC ↗
15 Capital Square, LLC 7,807 335K +663 +9.3% 3Q SEC ↗
16 MWA Asset Management 7,578 326K -213 -2.7% 2Q SEC ↗
17 AMERIPRISE FINANCIAL INC 7,188 309K +186 +2.7% 16Q SEC ↗
18 SMITH, MOORE & CO. 6,992 300K +4 +0.1% 15Q SEC ↗
19 Cambridge Investment Research Advisors 5,944 255K +5 +0.1% 2Q SEC ↗
20 JONES FINANCIAL COMPANIES LLLP 5,932 255K +166 +2.9% 9Q SEC ↗
21 OSAIC HOLDINGS, INC. 3,374 145K -227 -6.3% 26Q SEC ↗
22 FIFTH THIRD BANCORP 1,329 57K — +0.0% 2Q SEC ↗
23 Aptus Capital Advisors, LLC 444 19K — +0.0% 21Q SEC ↗
24 CWM, LLC 183 8K — +0.0% 2Q SEC ↗
25 ASSETMARK, INC 6 0K — +0.0% 8Q SEC ↗
26 JPMORGAN CHASE & CO 0 0K -363 -100.0% 13Q SEC ↗
27 Golden State Wealth Management, LLC 0 0K -5 -100.0% 3Q SEC ↗
28 FLOW TRADERS U.S. LLC 0 0K -30,098 -100.0% 3Q SEC ↗
29 JANE STREET GROUP, LLC 0 0K -9,630 -100.0% 3Q SEC ↗

Recent Activity

New Positions (0)

No new positions this quarter.

Sold Out (4)
HolderPrev SharesPrev Value
FLOW TRADERS U.S. LLC 30,098 1M
JANE STREET GROUP, LLC 9,630 414K
JPMORGAN CHASE & CO 363 16K
Golden State Wealth Management, LLC 5 0K
Biggest Increases (11)
HolderAddedChange %Total Shares
Anson Capital, Inc. +23,473 +110.9% 44,642
Key Financial Inc +17,016 +18.4% 109,687
NATIONS FINANCIAL GROUP INC, /IA/ / +4,948 +6.2% 85,002
ROYAL BANK OF CANADA +3,296 +33.7% 13,083
Sanctuary Advisors, LLC +918 +4.6% 21,054
LPL Financial LLC +825 +4.8% 18,174
Capital Square, LLC +663 +9.3% 7,807
AMERIPRISE FINANCIAL INC +186 +2.7% 7,188
JONES FINANCIAL COMPANIES LLLP +166 +2.9% 5,932
Cambridge Investment Research Advis +5 +0.1% 5,944
SMITH, MOORE & CO. +4 +0.1% 6,992
Biggest Decreases (8)
HolderReducedChange %Total Shares
RAYMOND JAMES FINANCIAL INC -30,967 -24.2% 96,757
BANK OF AMERICA CORP /DE -4,800 -10.9% 39,392
MORGAN STANLEY -1,692 -0.6% 283,859
WELLS FARGO & COMPANY/MN -476 -3.1% 14,965
OSAIC HOLDINGS, INC. -227 -6.3% 3,374
MWA Asset Management -213 -2.7% 7,578
Heritage Wealth Management, Inc. -150 -1.4% 10,776
Cetera Investment Advisers -63 -0.5% 13,241

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

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