ENDW Institutional Ownership
Cambria Endowment Style ETF
1W: -0.9%
1M: -3.1%
3M: +1.0%
YTD: +10.0%
1Y: +12.8%
$34.16
+0.17 (+0.50%)
Weekly Expected Move ±1.2%
$33
$34
$34
$35
$35
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — ENDW
15
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
99M
Total Invested
0
New Positions
7
Increased
4
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (15 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 1,827,130 | $62M | +13,844 | +0.8% | 5Q | SEC ↗ |
| 2 | Private Wealth Asset Management, LLC | 339,594 | $12M | — | +0.0% | 5Q | SEC ↗ |
| 3 | NewEdge Advisors, LLC | 335,440 | $11M | -1,091 | -0.3% | 5Q | SEC ↗ |
| 4 | Fermata Advisors, LLC | 184,765 | $6M | +2,537 | +1.4% | 4Q | SEC ↗ |
| 5 | Apeiron RIA LLC | 108,745 | $4M | -7,374 | -6.4% | 5Q | SEC ↗ |
| 6 | NATIXIS ADVISORS, LLC | 87,858 | $3M | — | +0.0% | 4Q | SEC ↗ |
| 7 | Onyx Bridge Wealth Group LLC | 81,799 | $3M | +61,204 | +297.2% | 2Q | SEC ↗ |
| 8 | Frazier Financial Advisors, LLC | 16,712 | $571K | +20 | +0.1% | 5Q | SEC ↗ |
| 9 | Kesler, Norman & Wride, LLC | 12,912 | $441K | +2,866 | +28.5% | 2Q | SEC ↗ |
| 10 | Maridea Wealth Management LLC | 11,525 | $394K | +553 | +5.0% | 2Q | SEC ↗ |
| 11 | Financial Enhancement Group LLC | 11,014 | $376K | — | +0.0% | 5Q | SEC ↗ |
| 12 | CAHILL FINANCIAL ADVISORS INC | 10,395 | $355K | — | +0.0% | 5Q | SEC ↗ |
| 13 | CITADEL ADVISORS LLC | 9,177 | $314K | -3,155 | -25.6% | 4Q | SEC ↗ |
| 14 | JNBA Financial Advisors | 157 | $5K | +110 | +234.0% | 2Q | SEC ↗ |
| 15 | GTS SECURITIES LLC | 0 | $0K | -12,647 | -100.0% | 3Q | SEC ↗ |
Recent Activity
New Positions (0)
No new positions this quarter.
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| GTS SECURITIES LLC | 12,647 | $432K |
Biggest Increases (7)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Onyx Bridge Wealth Group LLC | +61,204 | +297.2% | 81,799 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +13,844 | +0.8% | 1,827,130 |
| Kesler, Norman & Wride, LLC | +2,866 | +28.5% | 12,912 |
| Fermata Advisors, LLC | +2,537 | +1.4% | 184,765 |
| Maridea Wealth Management LLC | +553 | +5.0% | 11,525 |
| JNBA Financial Advisors | +110 | +234.0% | 157 |
| Frazier Financial Advisors, LLC | +20 | +0.1% | 16,712 |
Biggest Decreases (3)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Apeiron RIA LLC | -7,374 | -6.4% | 108,745 |
| CITADEL ADVISORS LLC | -3,155 | -25.6% | 9,177 |
| NewEdge Advisors, LLC | -1,091 | -0.3% | 335,440 |