— Know what they know.
Not Investment Advice

FITE Institutional Ownership

State Street SPDR S&P Kensho Future Security ETF
1W: +1.5% 1M: +5.4% 3M: -1.4% YTD: +30.1% 1Y: +30.3% 3Y: +143.4% 5Y: +118.3%
$112.71
+1.31 (+1.18%)
 
Weekly Expected Move ±2.5%
$107 $110 $113 $116 $118
ETF AMEX · AUM $117.0M

Institutional Ownership — FITE

60
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
70M
Total Invested
8
New Positions
21
Increased
16
Reduced
6
Closed
0.50
Put/Call Ratio

Ownership Trends

Top Institutional Holders (64 total)

# Holder Shares Value Change Change % Holding Period Filing
1 LPL Financial LLC 179,799 $20M +6,205 +3.6% 22Q SEC ↗
2 Frederick Financial Consultants, LLC 142,130 $16M -7,927 -5.3% 7Q SEC ↗
3 Hutchens & Kramer Investment Managemen 41,097 $5M +1,147 +2.9% 3Q SEC ↗
4 Hughes Financial Services, LLC 36,021 $4M +127 +0.4% 7Q SEC ↗
5 ENVESTNET ASSET MANAGEMENT INC 25,969 $3M +17,549 +208.4% 13Q SEC ↗
6 UBS Group AG 20,987 $2M -304 -1.4% 26Q SEC ↗
7 Tidal Investments LLC NEW 18,839 $2M — +0.0% 1Q SEC ↗
8 Rockefeller Capital Management L.P. 17,859 $2M +17,845 +127464.3% 2Q SEC ↗
9 RAYMOND JAMES FINANCIAL INC 15,828 $2M +5,274 +50.0% 7Q SEC ↗
10 Baird Financial Group, Inc. 13,337 $2M +104 +0.8% 6Q SEC ↗
11 Cetera Investment Advisers 12,589 $1M +2,432 +23.9% 3Q SEC ↗
12 WealthBridge Capital Management, LLC 10,362 $1M +65 +0.6% 18Q SEC ↗
13 Cambridge Investment Research Advisors 9,695 $1M +3,831 +65.3% 7Q SEC ↗
14 BANK OF AMERICA CORP /DE 8,856 $998K +6,002 +210.3% 6Q SEC ↗
15 Focus Partners Wealth 8,211 $925K — +0.0% 7Q SEC ↗
16 MORGAN STANLEY 6,512 $734K -700 -9.7% 23Q SEC ↗
17 KMT WEALTH MANAGEMENT, LLC NEW 5,143 $580K — +0.0% 1Q SEC ↗
18 Kingsbury Capital Investment Advisors 5,143 $580K -2,267 -30.6% 2Q SEC ↗
19 HighTower Advisors, LLC 4,970 $560K +315 +6.8% 29Q SEC ↗
20 CIBC WORLD MARKET INC. 4,730 $533K +2,380 +101.3% 2Q SEC ↗
21 JANE STREET GROUP, LLC 4,372 $493K +260 +6.3% 2Q SEC ↗
22 Wealthfront Advisers LLC 3,947 $445K -190 -4.6% 6Q SEC ↗
23 USAdvisors Wealth Management, LLC 3,881 $437K +148 +4.0% 4Q SEC ↗
24 HighPoint Advisor Group LLC 3,753 $423K — +0.0% 3Q SEC ↗
25 STIFEL FINANCIAL CORP NEW 3,724 $420K — +0.0% 1Q SEC ↗
26 Advyzon Investment Management, LLC 3,099 $349K +91 +3.0% 2Q SEC ↗
27 WealthCare Investment Partners, LLC 3,064 $345K -15 -0.5% 7Q SEC ↗
28 OSAIC HOLDINGS, INC. 2,956 $333K +630 +27.1% 26Q SEC ↗
29 CoreCap Advisors, LLC 2,591 $292K -15,122 -85.4% 11Q SEC ↗
30 Farther Finance Advisors, LLC 2,227 $251K +874 +64.6% 4Q SEC ↗
31 CWM, LLC 894 $101K — +0.0% 2Q SEC ↗
32 Ashton Thomas Private Wealth, LLC 887 $100K +32 +3.7% 2Q SEC ↗
33 Institute for Wealth Management, LLC. NEW 682 $77K — +0.0% 1Q SEC ↗
34 Integrated Wealth Concepts LLC NEW 460 $52K — +0.0% 1Q SEC ↗
35 US BANCORP \DE 422 $48K — +0.0% 7Q SEC ↗
36 Prestige Wealth Management Group LLC 420 $47K — +0.0% 31Q SEC ↗
37 Steward Partners Investment Advisory, 371 $42K +321 +642.0% 2Q SEC ↗
38 TOTH FINANCIAL ADVISORY CORP 370 $42K — +0.0% 13Q SEC ↗
39 SIMPLEX TRADING, LLC NEW 313 $35K — +0.0% 1Q SEC ↗
40 Geneos Wealth Management Inc. 300 $34K — +0.0% 3Q SEC ↗
41 FMR LLC NEW 200 $23K — +0.0% 1Q SEC ↗
42 Allworth Financial LP 165 $19K +65 +65.0% 3Q SEC ↗
43 Tidemark, LLC 160 $18K — +0.0% 5Q SEC ↗
44 Nova Wealth Management, Inc. 130 $15K -75 -36.6% 4Q SEC ↗
45 High Point Wealth Management, LLC 122 $14K — +0.0% 3Q SEC ↗
46 N.E.W. Advisory Services LLC 65 $7K — +0.0% 6Q SEC ↗
47 Triumph Capital Management 57 $6K -40 -41.2% 4Q SEC ↗
48 Aptus Capital Advisors, LLC 49 $6K — +0.0% 8Q SEC ↗
49 Smartleaf Asset Management LLC 33 $4K — +0.0% 2Q SEC ↗
50 Parkside Financial Bank & Trust 20 $2K — +0.0% 2Q SEC ↗
Biggest Increases (20)
HolderAddedChange %Total Shares
Rockefeller Capital Management L.P. +17,845 +127464.3% 17,859
ENVESTNET ASSET MANAGEMENT INC +17,549 +208.4% 25,969
LPL Financial LLC +6,205 +3.6% 179,799
BANK OF AMERICA CORP /DE +6,002 +210.3% 8,856
RAYMOND JAMES FINANCIAL INC +5,274 +50.0% 15,828
Cambridge Investment Research Advis +3,831 +65.3% 9,695
Cetera Investment Advisers +2,432 +23.9% 12,589
CIBC WORLD MARKET INC. +2,380 +101.3% 4,730
Hutchens & Kramer Investment Manage +1,147 +2.9% 41,097
Farther Finance Advisors, LLC +874 +64.6% 2,227
OSAIC HOLDINGS, INC. +630 +27.1% 2,956
Steward Partners Investment Advisor +321 +642.0% 371
HighTower Advisors, LLC +315 +6.8% 4,970
JANE STREET GROUP, LLC +260 +6.3% 4,372
USAdvisors Wealth Management, LLC +148 +4.0% 3,881
Hughes Financial Services, LLC +127 +0.4% 36,021
Baird Financial Group, Inc. +104 +0.8% 13,337
Advyzon Investment Management, LLC +91 +3.0% 3,099
Allworth Financial LP +65 +65.0% 165
WealthBridge Capital Management, LL +65 +0.6% 10,362
Biggest Decreases (10)
HolderReducedChange %Total Shares
CoreCap Advisors, LLC -15,122 -85.4% 2,591
Frederick Financial Consultants, LL -7,927 -5.3% 142,130
Kingsbury Capital Investment Adviso -2,267 -30.6% 5,143
MORGAN STANLEY -700 -9.7% 6,512
UBS Group AG -304 -1.4% 20,987
Wealthfront Advisers LLC -190 -4.6% 3,947
Nova Wealth Management, Inc. -75 -36.6% 130
Triumph Capital Management -40 -41.2% 57
WealthCare Investment Partners, LLC -15 -0.5% 3,064
WELLS FARGO & COMPANY/MN -1 -100.0% 0

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