FITZ Institutional Ownership
Fitz-Gerald Must Have Portfolio ETF
1W: -0.2%
1M: +3.4%
3M: +4.9%
YTD: +2.5%
$25.94
+0.21 (+0.82%)
Weekly Expected Move ±1.4%
$25
$26
$26
$26
$27
Overview
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Institutional Ownership — FITZ
16
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
2M
Total Invested
16
New Positions
0
Increased
0
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (16 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Harvest Investment Services, LLC NEW | 35,760 | $928K | — | +0.0% | 1Q | SEC ↗ |
| 2 | JANE STREET GROUP, LLC NEW | 17,899 | $464K | — | +0.0% | 1Q | SEC ↗ |
| 3 | Sigma Planning Corp NEW | 17,145 | $445K | — | +0.0% | 1Q | SEC ↗ |
| 4 | SIGNATUREFD, LLC NEW | 1,462 | $38K | — | +0.0% | 1Q | SEC ↗ |
| 5 | PNC Financial Services Group, Inc. NEW | 1,383 | $36K | — | +0.0% | 1Q | SEC ↗ |
| 6 | HARBOUR INVESTMENTS, INC. NEW | 810 | $21K | — | +0.0% | 1Q | SEC ↗ |
| 7 | Parallel Advisors, LLC NEW | 400 | $10K | — | +0.0% | 1Q | SEC ↗ |
| 8 | Continuum Advisory, LLC NEW | 278 | $7K | — | +0.0% | 1Q | SEC ↗ |
| 9 | Bogart Wealth, LLC NEW | 200 | $5K | — | +0.0% | 1Q | SEC ↗ |
| 10 | IFP Advisors, Inc NEW | 100 | $3K | — | +0.0% | 1Q | SEC ↗ |
| 11 | Manchester Capital Management LLC NEW | 50 | $1K | — | +0.0% | 1Q | SEC ↗ |
| 12 | AE Wealth Management LLC NEW | 41 | $1K | — | +0.0% | 1Q | SEC ↗ |
| 13 | Integrated Wealth Concepts LLC NEW | 40 | $1K | — | +0.0% | 1Q | SEC ↗ |
| 14 | Larson Financial Group LLC NEW | 20 | $1K | — | +0.0% | 1Q | SEC ↗ |
| 15 | MERCER GLOBAL ADVISORS INC /ADV NEW | 20 | $1K | — | +0.0% | 1Q | SEC ↗ |
| 16 | BlackRock, Inc. NEW | 1 | $0K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (16)
| Holder | Shares | Value |
|---|---|---|
| Harvest Investment Services, LLC | 35,760 | $928K |
| JANE STREET GROUP, LLC | 17,899 | $464K |
| Sigma Planning Corp | 17,145 | $445K |
| SIGNATUREFD, LLC | 1,462 | $38K |
| PNC Financial Services Group, Inc. | 1,383 | $36K |
| HARBOUR INVESTMENTS, INC. | 810 | $21K |
| Parallel Advisors, LLC | 400 | $10K |
| Continuum Advisory, LLC | 278 | $7K |
| Bogart Wealth, LLC | 200 | $5K |
| IFP Advisors, Inc | 100 | $3K |
| Manchester Capital Management LLC | 50 | $1K |
| AE Wealth Management LLC | 41 | $1K |
| Integrated Wealth Concepts LLC | 40 | $1K |
| Larson Financial Group LLC | 20 | $1K |
| MERCER GLOBAL ADVISORS INC /ADV | 20 | $1K |
| BlackRock, Inc. | 1 | $0K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (0)
None.
Biggest Decreases (0)
None.