FCUS Institutional Ownership
Pinnacle Focused Opportunities ETF
1W: +3.3%
1M: +20.9%
3M: +7.8%
YTD: +33.7%
1Y: +36.5%
3Y: +129.2%
$43.86
+0.75 (+1.75%)
Weekly Expected Move ±3.4%
$41
$42
$44
$45
$47
Overview
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Holdings
Changes
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Short Interest
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Institutional Ownership — FCUS
22
Institutional Holders
+10 vs prior quarter
0.0%
Ownership
+0.00pp
77M
Total Invested
11
New Positions
6
Increased
5
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (23 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Pinnacle Family Advisors, LLC | 494,409 | 22M | +364 | +0.1% | 14Q | SEC ↗ |
| 2 | LPL Financial LLC | 335,645 | 15M | +147,664 | +78.6% | 2Q | SEC ↗ |
| 3 | Sigma Planning Corp | 196,946 | 9M | +1,505 | +0.8% | 10Q | SEC ↗ |
| 4 | MAGNOLIA CAPITAL ADVISORS LLC | 194,136 | 9M | -21,434 | -9.9% | 7Q | SEC ↗ |
| 5 | Farther Finance Advisors, LLC | 146,277 | 6M | +74,683 | +104.3% | 9Q | SEC ↗ |
| 6 | Cambridge Investment Research Advisors | 72,399 | 3M | -3,187 | -4.2% | 13Q | SEC ↗ |
| 7 | Walker Asset Management, LLC | 39,942 | 2M | +16,662 | +71.6% | 14Q | SEC ↗ |
| 8 | GOLDMAN SACHS GROUP INC NEW | 34,471 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, NEW | 31,934 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 10 | SLT Holdings LLC NEW | 28,667 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 11 | Foundations Investment Advisors, LLC NEW | 28,667 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 12 | VISTA INVESTMENT PARTNERS II, LLC NEW | 26,601 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 13 | Vise Technologies, Inc. NEW | 20,036 | 879K | — | +0.0% | 1Q | SEC ↗ |
| 14 | Kovack Advisors, Inc. | 19,002 | 833K | -10,153 | -34.8% | 2Q | SEC ↗ |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC NEW | 16,186 | 710K | — | +0.0% | 1Q | SEC ↗ |
| 16 | Elm3 Financial Group, LLC NEW | 10,691 | 469K | — | +0.0% | 1Q | SEC ↗ |
| 17 | HighPoint Advisor Group LLC NEW | 9,130 | 400K | — | +0.0% | 1Q | SEC ↗ |
| 18 | JANE STREET GROUP, LLC NEW | 7,889 | 346K | — | +0.0% | 1Q | SEC ↗ |
| 19 | HOLLENCREST CAPITAL MANAGEMENT | 5,017 | 220K | +3,566 | +245.8% | 3Q | SEC ↗ |
| 20 | BlackRock, Inc. NEW | 1,208 | 53K | — | +0.0% | 1Q | SEC ↗ |
| 21 | CITADEL ADVISORS LLC | 0 | 0K | -10,207 | -100.0% | 1Q | SEC ↗ |
| 22 | UBS Group AG | 0 | 0K | -1,253 | -100.0% | 1Q | SEC ↗ |
| 23 | OLD MISSION CAPITAL LLC | 0 | 0K | -26,844 | -100.0% | 6Q | SEC ↗ |
Recent Activity
New Positions (11)
| Holder | Shares | Value |
|---|---|---|
| GOLDMAN SACHS GROUP INC | 34,471 | 2M |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 31,934 | 1M |
| SLT Holdings LLC | 28,667 | 1M |
| Foundations Investment Advisors, LL | 28,667 | 1M |
| VISTA INVESTMENT PARTNERS II, LLC | 26,601 | 1M |
| Vise Technologies, Inc. | 20,036 | 879K |
| COMMONWEALTH EQUITY SERVICES, LLC | 16,186 | 710K |
| Elm3 Financial Group, LLC | 10,691 | 469K |
| HighPoint Advisor Group LLC | 9,130 | 400K |
| JANE STREET GROUP, LLC | 7,889 | 346K |
| BlackRock, Inc. | 1,208 | 53K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| OLD MISSION CAPITAL LLC | 26,844 | 1M |
| CITADEL ADVISORS LLC | 10,207 | 448K |
| UBS Group AG | 1,253 | 55K |
Biggest Increases (6)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +147,664 | +78.6% | 335,645 |
| Farther Finance Advisors, LLC | +74,683 | +104.3% | 146,277 |
| Walker Asset Management, LLC | +16,662 | +71.6% | 39,942 |
| HOLLENCREST CAPITAL MANAGEMENT | +3,566 | +245.8% | 5,017 |
| Sigma Planning Corp | +1,505 | +0.8% | 196,946 |
| Pinnacle Family Advisors, LLC | +364 | +0.1% | 494,409 |
Biggest Decreases (3)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| MAGNOLIA CAPITAL ADVISORS LLC | -21,434 | -9.9% | 194,136 |
| Kovack Advisors, Inc. | -10,153 | -34.8% | 19,002 |
| Cambridge Investment Research Advis | -3,187 | -4.2% | 72,399 |