— Know what they know.
Not Investment Advice

ELFY Institutional Ownership

ALPS Electrification Infrastructure ETF
1W: +1.7% 1M: -1.6% 3M: -8.8% YTD: +9.3% 1Y: +9.9%
$39.48
+0.58 (+1.50%)
 
Weekly Expected Move ±2.8%
$37 $38 $39 $41 $42
ETF NASDAQ · AUM $186.2M

Institutional Ownership — ELFY

55
Institutional Holders
+14 vs prior quarter
0.0%
Ownership
+0.00pp
70M
Total Invested
18
New Positions
22
Increased
12
Reduced
5
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (59 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Redhawk Wealth Advisors, Inc. 246,250 10M +102,450 +71.2% 3Q SEC ↗
2 OSAIC HOLDINGS, INC. 207,964 8M +103,279 +98.7% 4Q SEC ↗
3 Prasad Wealth Partners, LLC NEW 198,882 8M — +0.0% 1Q SEC ↗
4 LPL Financial LLC 153,569 6M +114,933 +297.5% 2Q SEC ↗
5 LEVEL FOUR ADVISORY SERVICES, LLC 87,045 3M +1,217 +1.4% 2Q SEC ↗
6 ALPS ADVISORS INC 82,100 3M -17,145 -17.3% 4Q SEC ↗
7 Inspire Advisors, LLC 67,484 3M +1,765 +2.7% 2Q SEC ↗
8 Trek Financial, LLC NEW 67,158 3M — +0.0% 1Q SEC ↗
9 WEALTH ENHANCEMENT ADVISORY SERVICES, 46,731 2M +4,728 +11.3% 3Q SEC ↗
10 Cetera Investment Advisers 40,785 2M +13,876 +51.6% 3Q SEC ↗
11 NewEdge Advisors, LLC 40,678 2M +34,685 +578.8% 2Q SEC ↗
12 COMMONWEALTH EQUITY SERVICES, LLC 32,317 1M -856 -2.6% 3Q SEC ↗
13 Belpointe Asset Management LLC 29,846 1M -19 -0.1% 2Q SEC ↗
14 BXM Wealth LLC 25,015 988K +19,055 +319.7% 3Q SEC ↗
15 Farther Finance Advisors, LLC 23,336 921K -646 -2.7% 4Q SEC ↗
16 GOLDMAN SACHS GROUP INC NEW 20,817 822K — +0.0% 1Q SEC ↗
17 ENVESTNET ASSET MANAGEMENT INC 20,815 822K +11,598 +125.8% 3Q SEC ↗
18 DIVERSIFY WEALTH MANAGEMENT, LLC 17,393 687K +6,637 +61.7% 2Q SEC ↗
19 Diversify Advisory Services, LLC NEW 17,393 687K — +0.0% 1Q SEC ↗
20 Brookwood Investment Group LLC 17,201 679K -37,813 -68.7% 3Q SEC ↗
21 Janney Montgomery Scott LLC 14,280 564K +3,900 +37.6% 3Q SEC ↗
22 Equitable Holdings, Inc. NEW 12,970 512K — +0.0% 1Q SEC ↗
23 Strategic Financial Concepts, LLC 12,875 508K +495 +4.0% 2Q SEC ↗
24 Summit Financial, LLC 10,711 423K +1,595 +17.5% 4Q SEC ↗
25 Thrivent Financial for Lutherans 8,519 336K +15 +0.2% 5Q SEC ↗
26 RAYMOND JAMES FINANCIAL INC 8,169 323K +1,915 +30.6% 2Q SEC ↗
27 STIFEL FINANCIAL CORP NEW 7,639 302K — +0.0% 1Q SEC ↗
28 ROYAL BANK OF CANADA 7,283 288K +4,283 +142.8% 2Q SEC ↗
29 Noble Wealth Management PBC 6,990 276K -634 -8.3% 4Q SEC ↗
30 SILVER OAK SECURITIES, INCORPORATED 6,868 271K +122 +1.8% 2Q SEC ↗
31 SUSQUEHANNA INTERNATIONAL GROUP, LLP 6,698 264K -502 -7.0% 4Q SEC ↗
32 Sanctuary Advisors, LLC 5,534 218K +290 +5.5% 2Q SEC ↗
33 Wellington Grp LLC NEW 5,229 206K — +0.0% 1Q SEC ↗
34 Sigma Planning Corp NEW 4,791 189K — +0.0% 1Q SEC ↗
35 Cambridge Investment Research Advisors NEW 4,729 187K — +0.0% 1Q SEC ↗
36 HARBOUR INVESTMENTS, INC. 2,925 115K +196 +7.2% 5Q SEC ↗
37 Register Financial Advisors LLC NEW 1,550 61K — +0.0% 1Q SEC ↗
38 Medallion Wealth Advisors, LLC NEW 1,150 45K — +0.0% 1Q SEC ↗
39 Tripletail Wealth Management, LLC 900 36K +150 +20.0% 4Q SEC ↗
40 IFG Advisory, LLC NEW 584 23K — +0.0% 1Q SEC ↗
41 GILL CAPITAL PARTNERS, LLC 578 23K — +0.0% 2Q SEC ↗
42 FMR LLC NEW 276 11K — +0.0% 1Q SEC ↗
43 US BANCORP \DE 250 10K — +0.0% 2Q SEC ↗
44 Global Retirement Partners, LLC NEW 230 9K — +0.0% 1Q SEC ↗
45 JNBA Financial Advisors 147 6K +27 +22.5% 5Q SEC ↗
46 SHP Wealth Management NEW 130 5K — +0.0% 1Q SEC ↗
47 Atlantic Union Bankshares Corp 100 4K — +0.0% 4Q SEC ↗
48 MORGAN STANLEY NEW 44 2K — +0.0% 1Q SEC ↗
49 Anfield Capital Management, LLC NEW 37 1K — +0.0% 1Q SEC ↗
50 Bear Mountain Capital, Inc. NEW 15 1K — +0.0% 1Q SEC ↗
Biggest Increases (20)
HolderAddedChange %Total Shares
LPL Financial LLC +114,933 +297.5% 153,569
OSAIC HOLDINGS, INC. +103,279 +98.7% 207,964
Redhawk Wealth Advisors, Inc. +102,450 +71.2% 246,250
NewEdge Advisors, LLC +34,685 +578.8% 40,678
BXM Wealth LLC +19,055 +319.7% 25,015
Cetera Investment Advisers +13,876 +51.6% 40,785
ENVESTNET ASSET MANAGEMENT INC +11,598 +125.8% 20,815
DIVERSIFY WEALTH MANAGEMENT, LLC +6,637 +61.7% 17,393
WEALTH ENHANCEMENT ADVISORY SERVICE +4,728 +11.3% 46,731
ROYAL BANK OF CANADA +4,283 +142.8% 7,283
Janney Montgomery Scott LLC +3,900 +37.6% 14,280
RAYMOND JAMES FINANCIAL INC +1,915 +30.6% 8,169
Inspire Advisors, LLC +1,765 +2.7% 67,484
Summit Financial, LLC +1,595 +17.5% 10,711
LEVEL FOUR ADVISORY SERVICES, LLC +1,217 +1.4% 87,045
Strategic Financial Concepts, LLC +495 +4.0% 12,875
Sanctuary Advisors, LLC +290 +5.5% 5,534
HARBOUR INVESTMENTS, INC. +196 +7.2% 2,925
Tripletail Wealth Management, LLC +150 +20.0% 900
SILVER OAK SECURITIES, INCORPORATED +122 +1.8% 6,868
Biggest Decreases (7)
HolderReducedChange %Total Shares
Brookwood Investment Group LLC -37,813 -68.7% 17,201
ALPS ADVISORS INC -17,145 -17.3% 82,100
COMMONWEALTH EQUITY SERVICES, LLC -856 -2.6% 32,317
Farther Finance Advisors, LLC -646 -2.7% 23,336
Noble Wealth Management PBC -634 -8.3% 6,990
SUSQUEHANNA INTERNATIONAL GROUP, LL -502 -7.0% 6,698
Belpointe Asset Management LLC -19 -0.1% 29,846

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