$129.68

+0.46 (+0.36%)

Weekly Expected Move ±1.3%

$126 $128 $130 $131 $133

ETF AMEX · AUM $2.7B

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

Institutional Ownership — EQWL

215

Institutional Holders

+14 vs prior quarter

0.0%

Ownership

+0.00pp

Total Invested

New Positions

Increased

Reduced

Closed

1.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (229 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	LPL Financial LLC	2,001,311	260M	-16,185	-0.8%	33Q	SEC ↗
2	ENVESTNET ASSET MANAGEMENT INC	1,069,858	139M	+16,167	+1.5%	24Q	SEC ↗
3	MORGAN STANLEY	781,550	101M	+93,004	+13.5%	33Q	SEC ↗
4	Cetera Investment Advisers	638,963	83M	-39,805	-5.9%	13Q	SEC ↗
5	AMERIPRISE FINANCIAL INC	522,810	68M	-19,630	-3.6%	16Q	SEC ↗
6	OSAIC HOLDINGS, INC.	522,262	68M	+60,132	+13.0%	26Q	SEC ↗
7	JONES FINANCIAL COMPANIES LLLP	395,132	51M	+73,671	+22.9%	10Q	SEC ↗
8	BANK OF AMERICA CORP /DE	359,357	47M	+113,219	+46.0%	15Q	SEC ↗
9	REICON WEALTH ADVISORS, LLC	349,630	45M	+2,906	+0.8%	3Q	SEC ↗
10	Bond & Devick Financial Network, Inc.	319,663	41M	+8,217	+2.6%	12Q	SEC ↗
11	Altus Wealth Management, LLC	313,710	41M	+4,978	+1.6%	5Q	SEC ↗
12	RAYMOND JAMES FINANCIAL INC	257,710	33M	-23,565	-8.4%	7Q	SEC ↗
13	Private Advisor Group, LLC	232,199	30M	-28,007	-10.8%	8Q	SEC ↗
14	Thrivent Financial for Lutherans	221,316	29M	+12,218	+5.8%	3Q	SEC ↗
15	NewEdge Advisors, LLC	189,430	25M	+86,133	+83.4%	17Q	SEC ↗
16	Cambridge Investment Research Advisors	181,975	24M	-771	-0.4%	15Q	SEC ↗
17	CM WEALTH ADVISORS LLC	157,710	20M	+6,574	+4.3%	6Q	SEC ↗
18	EP Wealth Advisors, LLC	157,623	20M	+142,331	+930.8%	3Q	SEC ↗
19	RFP Financial Group LLC	157,285	20M	-27,072	-14.7%	5Q	SEC ↗
20	STIFEL FINANCIAL CORP	152,334	20M	+3,499	+2.4%	9Q	SEC ↗
21	GOLDMAN SACHS GROUP INC	146,007	19M	+21,409	+17.2%	6Q	SEC ↗
22	Prentice Wealth Management LLC	142,645	18M	+3,703	+2.7%	15Q	SEC ↗
23	Schorn Wealth LLC	138,770	18M	+3,220	+2.4%	12Q	SEC ↗
24	NORTHWESTERN MUTUAL WEALTH MANAGEMENT	133,882	17M	+5,557	+4.3%	19Q	SEC ↗
25	COMMONWEALTH EQUITY SERVICES, LLC	126,024	16M	+5,983	+5.0%	15Q	SEC ↗
26	PRINCIPAL SECURITIES, INC.	116,756	15M	+5,086	+4.6%	11Q	SEC ↗
27	Argent Advisors, Inc.	96,380	12M	+3,071	+3.3%	3Q	SEC ↗
28	YHB Investment Advisors, Inc.	90,021	12M	+11,495	+14.6%	4Q	SEC ↗
29	TRUIST FINANCIAL CORP	86,061	11M	+6,125	+7.7%	15Q	SEC ↗
30	Forza Wealth Management, LLC	84,287	11M	+5,581	+7.1%	5Q	SEC ↗
31	SAXON INTERESTS, INC. NEW	79,387	10M	—	+0.0%	1Q	SEC ↗
32	ROYAL BANK OF CANADA	71,578	9M	-31,768	-30.7%	32Q	SEC ↗
33	WEALTH ENHANCEMENT ADVISORY SERVICES,	69,209	9M	+3,235	+4.9%	12Q	SEC ↗
34	UBS Group AG	66,683	9M	+6,666	+11.1%	33Q	SEC ↗
35	Advisory Services Network, LLC	57,360	7M	-5,962	-9.4%	9Q	SEC ↗
36	Merit Financial Group, LLC	56,517	7M	+2,822	+5.3%	11Q	SEC ↗
37	&PARTNERS	55,957	7M	+3,235	+6.1%	4Q	SEC ↗
38	Integrated Wealth Concepts LLC	55,697	7M	+7,602	+15.8%	2Q	SEC ↗
39	MML INVESTORS SERVICES, LLC	55,372	7M	+7,776	+16.3%	24Q	SEC ↗
40	KPP Advisory Services LLC	54,405	7M	-47,780	-46.8%	3Q	SEC ↗
41	Fifth Third Securities, Inc.	53,357	7M	+851	+1.6%	10Q	SEC ↗
42	Rothschild Wealth LLC	50,977	7M	-3,304	-6.1%	3Q	SEC ↗
43	Equitable Holdings, Inc.	50,254	7M	+4,699	+10.3%	6Q	SEC ↗
44	Highview Capital Management LLC/DE	47,991	6M	-2,923	-5.7%	7Q	SEC ↗
45	PCG Wealth Advisors, LLC	47,736	6M	+501	+1.1%	4Q	SEC ↗
46	SYKON CAPITAL LLC NEW	44,950	6M	—	+0.0%	1Q	SEC ↗
47	Able Wealth Management LLC	43,169	6M	-18,695	-30.2%	11Q	SEC ↗
48	Kestra Advisory Services, LLC	40,270	5M	+1,519	+3.9%	12Q	SEC ↗
49	Columbia River Financial Group, LLC	39,897	5M	+434	+1.1%	6Q	SEC ↗
50	Janney Montgomery Scott LLC	38,904	5M	-304	-0.8%	5Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
SAXON INTERESTS, INC.	79,387	10M
SYKON CAPITAL LLC	44,950	6M
Planning Strategies Inc.	30,222	4M
MARSHALL WACE, LLP	12,714	2M
Ameritas Advisory Services, LLC	7,019	910K
GTS SECURITIES LLC	5,515	715K
Sanctuary Advisors, LLC	4,964	644K
Atlanta Consulting Group Advisors,	4,095	531K
Carolina Wealth Management Inc	3,349	434K
FIDUCIARY FINANCIAL ADVISORS	2,416	313K
Brookstone Capital Management	2,225	289K
Apollon Financial, LLC	2,043	265K
Vise Technologies, Inc.	1,853	240K
DIVERSIFY WEALTH MANAGEMENT, LLC	1,798	233K
Diversify Advisory Services, LLC	1,798	233K
South Shore Capital Advisors	1,749	227K
Thompson David Blair	1,728	224K
Quantinno Capital Management LP	1,722	223K
Nuveen, LLC	1,634	212K
Apella Capital, LLC	1,554	202K

Sold Out (20)

Holder	Prev Shares	Prev Value
Systelligence, LLC	80,853	10M
OakTrust Wealth Advisors, LLC	7,020	910K
COMPASS CAPITAL MANAGEMENT, INC	4,976	645K
Betterment LLC	4,401	571K
SILVER OAK SECURITIES, INCORPORATED	4,354	565K
Destiny Wealth Partners, LLC	3,842	498K
Envestnet Portfolio Solutions, Inc.	3,623	470K
Parallel Advisors, LLC	2,704	351K
London & Capital Asset Management L	2,615	339K
Stenger Family Office, LLC	2,419	314K
Diversified Trust Co	2,165	281K
QRG CAPITAL MANAGEMENT, INC.	1,992	258K
FIRST TRUST ADVISORS LP	1,821	236K
Western Wealth Management, LLC	1,482	192K
MAI Capital Management	1,441	187K
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	1,155	150K
Frazier Financial Advisors, LLC	433	56K
Sound Income Strategies, LLC	383	50K
PITTENGER & ANDERSON INC	250	32K
AE Wealth Management LLC	135	18K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
EP Wealth Advisors, LLC	+142,331	+930.8%	157,623
BANK OF AMERICA CORP /DE	+113,219	+46.0%	359,357
MORGAN STANLEY	+93,004	+13.5%	781,550
NewEdge Advisors, LLC	+86,133	+83.4%	189,430
JONES FINANCIAL COMPANIES LLLP	+73,671	+22.9%	395,132
OSAIC HOLDINGS, INC.	+60,132	+13.0%	522,262
GOLDMAN SACHS GROUP INC	+21,409	+17.2%	146,007
Vestmark Advisory Solutions, Inc.	+16,835	+493.1%	20,249
ENVESTNET ASSET MANAGEMENT INC	+16,167	+1.5%	1,069,858
Thrivent Financial for Lutherans	+12,218	+5.8%	221,316
YHB Investment Advisors, Inc.	+11,495	+14.6%	90,021
Paradigm, Strategies in Wealth Mana	+10,941	+234.3%	15,610
Bond & Devick Financial Network, In	+8,217	+2.6%	319,663
Prospera Financial Services Inc	+8,121	+202.0%	12,141
MML INVESTORS SERVICES, LLC	+7,776	+16.3%	55,372
Integrated Wealth Concepts LLC	+7,602	+15.8%	55,697
UBS Group AG	+6,666	+11.1%	66,683
CM WEALTH ADVISORS LLC	+6,574	+4.3%	157,710
TRUIST FINANCIAL CORP	+6,125	+7.7%	86,061
COMMONWEALTH EQUITY SERVICES, LLC	+5,983	+5.0%	126,024

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
KPP Advisory Services LLC	-47,780	-46.8%	54,405
Cetera Investment Advisers	-39,805	-5.9%	638,963
ROYAL BANK OF CANADA	-31,768	-30.7%	71,578
Private Advisor Group, LLC	-28,007	-10.8%	232,199
RFP Financial Group LLC	-27,072	-14.7%	157,285
RAYMOND JAMES FINANCIAL INC	-23,565	-8.4%	257,710
Independent Advisor Alliance	-22,966	-88.9%	2,863
AMERIPRISE FINANCIAL INC	-19,630	-3.6%	522,810
Able Wealth Management LLC	-18,695	-30.2%	43,169
LPL Financial LLC	-16,185	-0.8%	2,001,311
FORONJY FINANCIAL LLC	-14,048	-88.0%	1,909
HRT FINANCIAL LP	-10,084	-71.0%	4,126
Chicago Partners Investment Group L	-8,351	-49.6%	8,489
JANE STREET GROUP, LLC	-8,107	-43.5%	10,513
Advisory Services Network, LLC	-5,962	-9.4%	57,360
FOUNDERS FINANCIAL SECURITIES LLC	-5,948	-70.5%	2,483
Nova Wealth Management, Inc.	-4,046	-80.9%	958
Beacon Pointe Advisors, LLC	-3,436	-21.7%	12,422
Rothschild Wealth LLC	-3,304	-6.1%	50,977
Highview Capital Management LLC/DE	-2,923	-5.7%	47,991

EQWL Institutional Ownership

Institutional Ownership — EQWL

Ownership Trends

Top Institutional Holders (229 total)

Recent Activity

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