$37.41

+0.26 (+0.70%)

Weekly Expected Move ±1.7%

$36 $37 $37 $38 $39

ETF AMEX · AUM $443.0M

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

Institutional Ownership — ENFR

138

Institutional Holders

+13 vs prior quarter

0.0%

Ownership

+0.00pp

242M

Total Invested

New Positions

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (149 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	RAYMOND JAMES FINANCIAL INC	584,387	22M	+22,236	+4.0%	7Q	SEC ↗
2	MORGAN STANLEY	500,813	19M	-36,971	-6.9%	47Q	SEC ↗
3	WELLS FARGO & COMPANY/MN	389,675	15M	+6,222	+1.6%	26Q	SEC ↗
4	LPL Financial LLC	389,363	15M	+25,045	+6.9%	27Q	SEC ↗
5	Gross & Hartman Investments LLC	356,235	13M	+114,717	+47.5%	3Q	SEC ↗
6	Safe Harbor Family Capital, LLC	252,052	9M	+103,089	+69.2%	3Q	SEC ↗
7	Advisors Asset Management, Inc.	249,802	9M	+6,613	+2.7%	8Q	SEC ↗
8	HighTower Advisors, LLC	212,479	8M	+189,716	+833.4%	11Q	SEC ↗
9	GOLDMAN SACHS GROUP INC	203,211	8M	-9,091	-4.3%	3Q	SEC ↗
10	BANK OF AMERICA CORP /DE	190,492	7M	-41,876	-18.0%	15Q	SEC ↗
11	Mariner, LLC	185,174	7M	+195	+0.1%	43Q	SEC ↗
12	AMERIPRISE FINANCIAL INC	151,816	6M	+2,224	+1.5%	11Q	SEC ↗
13	INDEPENDENT FINANCIAL GROUP, LLC	142,363	5M	-37,585	-20.9%	4Q	SEC ↗
14	OSAIC HOLDINGS, INC.	115,428	4M	+10,777	+10.3%	26Q	SEC ↗
15	BRASADA CAPITAL MANAGEMENT, LP	111,189	4M	-4,040	-3.5%	5Q	SEC ↗
16	Aspire Capital Advisors LLC	107,865	4M	+94,772	+723.8%	2Q	SEC ↗
17	Private Wealth Advisors, LLC	100,117	4M	+7,472	+8.1%	2Q	SEC ↗
18	ENVESTNET ASSET MANAGEMENT INC	97,898	4M	+13,137	+15.5%	14Q	SEC ↗
19	Castle Rock Wealth Management, LLC	97,339	4M	-1,674	-1.7%	9Q	SEC ↗
20	STIFEL FINANCIAL CORP	96,419	4M	+6,523	+7.3%	8Q	SEC ↗
21	Cetera Investment Advisers	87,894	3M	+2,930	+3.4%	7Q	SEC ↗
22	UBS Group AG	76,305	3M	+410	+0.5%	35Q	SEC ↗
23	Arax Advisory Partners	70,212	3M	+69,580	+11009.5%	3Q	SEC ↗
24	U.S. Capital Wealth Advisors, LLC	69,169	3M	-6,112	-8.1%	19Q	SEC ↗
25	Sanctuary Advisors, LLC	68,131	3M	-1,497	-2.1%	7Q	SEC ↗
26	Corient Private Wealth LP	63,999	2M	-13,959	-17.9%	10Q	SEC ↗
27	KRAEMATON INVESTMENT ADVISORS, INC	62,444	2M	+505	+0.8%	18Q	SEC ↗
28	WEALTH ENHANCEMENT ADVISORY SERVICES,	61,311	2M	-3,419	-5.3%	12Q	SEC ↗
29	Beacon Pointe Advisors, LLC	56,064	2M	+22,585	+67.5%	4Q	SEC ↗
30	Tenzing Financial LLC	53,034	2M	-3,288	-5.8%	3Q	SEC ↗
31	TFO Wealth Partners, LLC	51,121	2M	—	+0.0%	6Q	SEC ↗
32	Rockefeller Capital Management L.P.	49,690	2M	+13,028	+35.5%	19Q	SEC ↗
33	XML Financial, LLC	47,146	2M	-1,000	-2.1%	16Q	SEC ↗
34	Cambridge Investment Research Advisors	45,530	2M	-2,581	-5.4%	20Q	SEC ↗
35	TCFG Investment Advisors, LLC	43,333	2M	+10,425	+31.7%	2Q	SEC ↗
36	Mills Wealth Advisors LLC	42,428	2M	+30,189	+246.7%	2Q	SEC ↗
37	Summit Financial Wealth Advisors, LLC	38,643	1M	+360	+0.9%	3Q	SEC ↗
38	Gilliland Jeter Wealth Management LLC	34,931	1M	-1,349	-3.7%	4Q	SEC ↗
39	Astoria Portfolio Advisors LLC.	34,180	1M	+8,537	+33.3%	3Q	SEC ↗
40	TCFG WEALTH MANAGEMENT, LLC	32,908	1M	+18,050	+121.5%	2Q	SEC ↗
41	Greenline Partners, LLC	32,408	1M	+13,886	+75.0%	3Q	SEC ↗
42	RAINEY & RANDALL WEALTH ADVISORS INC.	28,994	1M	+340	+1.2%	24Q	SEC ↗
43	NewEdge Advisors, LLC	27,652	1M	-525	-1.9%	10Q	SEC ↗
44	Dynamic Advisor Solutions LLC	26,992	1M	+3,614	+15.5%	15Q	SEC ↗
45	Wealthfront Advisers LLC	25,259	945K	+404	+1.6%	17Q	SEC ↗
46	IHT Wealth Management, LLC	25,230	944K	+1,733	+7.4%	2Q	SEC ↗
47	Dakota Wealth Management	25,214	943K	-8,514	-25.2%	3Q	SEC ↗
48	GTS SECURITIES LLC NEW	24,854	930K	—	+0.0%	1Q	SEC ↗
49	CHOREO, LLC	24,829	929K	+22	+0.1%	11Q	SEC ↗
50	CITADEL ADVISORS LLC NEW	24,617	921K	—	+0.0%	1Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
GTS SECURITIES LLC	24,854	930K
CITADEL ADVISORS LLC	24,617	921K
GFS Advisors, LLC	13,500	505K
PUFF WEALTH MANAGEMENT, LLC	13,254	496K
D.A. DAVIDSON & CO.	12,850	481K
Cresset Asset Management, LLC	12,125	454K
Artesa Financial Group, LLC	8,485	317K
AQR CAPITAL MANAGEMENT LLC	8,197	307K
EVOLVE PRIVATE WEALTH, LLC	7,316	274K
LVW Advisors, LLC	6,235	233K
MGO ONE SEVEN LLC	5,985	224K
Norris Financial Group, LLC	5,525	207K
Integrated Wealth Concepts LLC	3,005	112K
Quantum Portfolio Management LLC	2,804	105K
Index Technologies Group LLC	2,283	85K
FIDUCIARY FINANCIAL ADVISORS	1,727	65K
Medallion Wealth Advisors, LLC	1,350	51K
TD Waterhouse Canada Inc.	1,247	47K
ST GERMAIN D J CO INC	584	22K
HORIZON KINETICS ASSET MANAGEMENT L	465	17K

Sold Out (14)

Holder	Prev Shares	Prev Value
MILLER HOWARD INVESTMENTS INC /NY	217,385	8M
WT Wealth Management	199,315	7M
JANE STREET GROUP, LLC	169,924	6M
KPP Advisory Services LLC	63,287	2M
Capital Advisory Group Advisory Ser	43,788	2M
ALPS ADVISORS INC	40,290	2M
Virtu Financial LLC	11,086	415K
Brookstone Capital Management	9,933	372K
GUIDANCE CAPITAL, INC	5,842	219K
Sound Income Strategies, LLC	1,227	46K
SageView Advisory Group, LLC	600	22K
IFC & Insurance Marketing, Inc.	314	12K
AE Wealth Management LLC	308	12K
Blue Trust, Inc.	100	4K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
HighTower Advisors, LLC	+189,716	+833.4%	212,479
Gross & Hartman Investments LLC	+114,717	+47.5%	356,235
Safe Harbor Family Capital, LLC	+103,089	+69.2%	252,052
Aspire Capital Advisors LLC	+94,772	+723.8%	107,865
Arax Advisory Partners	+69,580	+11009.5%	70,212
Mills Wealth Advisors LLC	+30,189	+246.7%	42,428
LPL Financial LLC	+25,045	+6.9%	389,363
Beacon Pointe Advisors, LLC	+22,585	+67.5%	56,064
RAYMOND JAMES FINANCIAL INC	+22,236	+4.0%	584,387
TCFG WEALTH MANAGEMENT, LLC	+18,050	+121.5%	32,908
Greenline Partners, LLC	+13,886	+75.0%	32,408
ENVESTNET ASSET MANAGEMENT INC	+13,137	+15.5%	97,898
Rockefeller Capital Management L.P.	+13,028	+35.5%	49,690
OSAIC HOLDINGS, INC.	+10,777	+10.3%	115,428
TCFG Investment Advisors, LLC	+10,425	+31.7%	43,333
Astoria Portfolio Advisors LLC.	+8,537	+33.3%	34,180
Private Wealth Advisors, LLC	+7,472	+8.1%	100,117
Advisors Asset Management, Inc.	+6,613	+2.7%	249,802
STIFEL FINANCIAL CORP	+6,523	+7.3%	96,419
10Elms LLP	+6,364	+61.3%	16,742

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
SUSQUEHANNA INTERNATIONAL GROUP, LL	-43,979	-89.1%	5,376
BANK OF AMERICA CORP /DE	-41,876	-18.0%	190,492
INDEPENDENT FINANCIAL GROUP, LLC	-37,585	-20.9%	142,363
MORGAN STANLEY	-36,971	-6.9%	500,813
Corient Private Wealth LP	-13,959	-17.9%	63,999
GOLDMAN SACHS GROUP INC	-9,091	-4.3%	203,211
Dakota Wealth Management	-8,514	-25.2%	25,214
U.S. Capital Wealth Advisors, LLC	-6,112	-8.1%	69,169
BRASADA CAPITAL MANAGEMENT, LP	-4,040	-3.5%	111,189
WEALTH ENHANCEMENT ADVISORY SERVICE	-3,419	-5.3%	61,311
Tenzing Financial LLC	-3,288	-5.8%	53,034
ROYAL BANK OF CANADA	-2,710	-23.3%	8,913
Cambridge Investment Research Advis	-2,581	-5.4%	45,530
Compound Planning, Inc.	-2,166	-10.1%	19,269
Castle Rock Wealth Management, LLC	-1,674	-1.7%	97,339
Sanctuary Advisors, LLC	-1,497	-2.1%	68,131
Gilliland Jeter Wealth Management L	-1,349	-3.7%	34,931
Ashton Thomas Private Wealth, LLC	-1,125	-30.1%	2,613
INSIGNEO ADVISORY SERVICES, LLC	-1,058	-9.6%	9,933
XML Financial, LLC	-1,000	-2.1%	47,146

ENFR Institutional Ownership

Institutional Ownership — ENFR

Ownership Trends

Top Institutional Holders (149 total)

Recent Activity

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