$104.48

+0.55 (+0.53%)

Weekly Expected Move ±1.5%

$101 $103 $104 $106 $108

ETF AMEX · AUM $1.8B

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

Institutional Ownership — FIW

343

Institutional Holders

+17 vs prior quarter

0.0%

Ownership

+0.00pp

953M

Total Invested

New Positions

122

Increased

122

Reduced

Closed

0.50

Put/Call Ratio

Ownership Trends

Top Institutional Holders (361 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	MORGAN STANLEY	1,001,039	105M	-6,355	-0.6%	60Q	SEC ↗
2	LPL Financial LLC	914,506	96M	-34,389	-3.6%	61Q	SEC ↗
3	BANK OF AMERICA CORP /DE	528,797	55M	+16,713	+3.3%	15Q	SEC ↗
4	WELLS FARGO & COMPANY/MN	316,764	33M	+8,235	+2.7%	71Q	SEC ↗
5	COMMONWEALTH EQUITY SERVICES, LLC	309,460	32M	+15,683	+5.3%	35Q	SEC ↗
6	RAYMOND JAMES FINANCIAL INC	281,084	29M	+10,706	+4.0%	7Q	SEC ↗
7	Polianta Ltd	267,700	28M	—	+0.0%	28Q	SEC ↗
8	STIFEL FINANCIAL CORP	232,525	24M	+30,157	+14.9%	39Q	SEC ↗
9	ENVESTNET ASSET MANAGEMENT INC	218,425	23M	-7,700	-3.4%	31Q	SEC ↗
10	UBS Group AG	216,365	23M	-8,112	-3.6%	47Q	SEC ↗
11	Cetera Investment Advisers	209,521	22M	+15,389	+7.9%	23Q	SEC ↗
12	ROYAL BANK OF CANADA	201,240	21M	+28,902	+16.8%	67Q	SEC ↗
13	Evelyn Partners Group Ltd NEW	188,228	20M	—	+0.0%	1Q	SEC ↗
14	1832 Asset Management L.P.	177,700	19M	—	+0.0%	18Q	SEC ↗
15	KESTRA PRIVATE WEALTH SERVICES, LLC	162,472	17M	+21,230	+15.0%	8Q	SEC ↗
16	AMERIPRISE FINANCIAL INC	161,170	17M	-35,117	-17.9%	16Q	SEC ↗
17	Ameritas Advisory Services, LLC	157,875	16M	+47,042	+42.4%	19Q	SEC ↗
18	OSAIC HOLDINGS, INC.	118,540	12M	+5,755	+5.1%	26Q	SEC ↗
19	Clearwater Capital Advisors, LLC	114,751	12M	+1,794	+1.6%	30Q	SEC ↗
20	BNP PARIBAS FINANCIAL MARKETS	100,000	10M	+50,000	+100.0%	2Q	SEC ↗
21	Cambridge Investment Research Advisors	97,948	10M	-909	-0.9%	40Q	SEC ↗
22	TRUIST FINANCIAL CORP	81,637	9M	-6,115	-7.0%	27Q	SEC ↗
23	Arax Advisory Partners	68,509	7M	+787	+1.2%	3Q	SEC ↗
24	US BANCORP \DE	66,250	7M	+637	+1.0%	51Q	SEC ↗
25	Kestra Advisory Services, LLC	65,594	7M	-9,490	-12.6%	24Q	SEC ↗
26	Mainsail Financial Group, LLC	64,382	7M	+10,789	+20.1%	15Q	SEC ↗
27	Wealthcare Advisory Partners LLC	64,351	7M	+9,037	+16.3%	17Q	SEC ↗
28	Janney Montgomery Scott LLC	56,319	6M	+5,436	+10.7%	38Q	SEC ↗
29	Private Advisor Group, LLC	53,737	6M	-5,415	-9.2%	32Q	SEC ↗
30	CARY STREET PARTNERS FINANCIAL LLC NEW	51,543	5M	—	+0.0%	1Q	SEC ↗
31	NORTHWESTERN MUTUAL WEALTH MANAGEMENT	50,333	5M	+7,367	+17.1%	25Q	SEC ↗
32	White Pine Investment CO	49,314	5M	+1,500	+3.1%	16Q	SEC ↗
33	BIP Wealth, LLC	49,264	5M	+17,698	+56.1%	3Q	SEC ↗
34	HighPoint Advisor Group LLC	47,141	5M	+484	+1.0%	3Q	SEC ↗
35	Modern Wealth Management, LLC	45,968	5M	-6,467	-12.3%	5Q	SEC ↗
36	MML INVESTORS SERVICES, LLC	45,827	5M	+9,214	+25.2%	37Q	SEC ↗
37	Sigma Planning Corp	45,720	5M	+1,141	+2.6%	41Q	SEC ↗
38	ARKANSAS FINANCIAL GROUP, INC.	44,810	5M	-1,004	-2.2%	10Q	SEC ↗
39	Prism Advisors, Inc.	44,480	5M	-1,365	-3.0%	26Q	SEC ↗
40	Chicago Partners Investment Group LLC	43,869	5M	-4,358	-9.0%	47Q	SEC ↗
41	NATIONAL BANK OF CANADA /FI	40,866	4M	-855	-2.0%	19Q	SEC ↗
42	BENJAMIN EDWARDS INC	39,268	4M	+4,796	+13.9%	8Q	SEC ↗
43	Prospera Financial Services Inc	35,728	4M	+12,784	+55.7%	18Q	SEC ↗
44	Raab & Moskowitz Asset Management LLC	33,010	3M	+794	+2.5%	21Q	SEC ↗
45	GOLDMAN SACHS GROUP INC	32,705	3M	+24,596	+303.3%	13Q	SEC ↗
46	FIFTH THIRD BANCORP	31,213	3M	+1,017	+3.4%	24Q	SEC ↗
47	Harel Insurance Investments & Financia	29,386	3M	+6,198	+26.7%	7Q	SEC ↗
48	Waverly Advisors, LLC	28,814	3M	+1,941	+7.2%	10Q	SEC ↗
49	SUSQUEHANNA INTERNATIONAL GROUP, LLP	28,045	3M	-49,749	-63.9%	3Q	SEC ↗
50	SACKS & ASSOCIATES, LLC	27,204	3M	+563	+2.1%	3Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
Evelyn Partners Group Ltd	188,228	20M
CARY STREET PARTNERS FINANCIAL LLC	51,543	5M
Global Retirement Partners, LLC	18,312	2M
LeClair Wealth Partners LLC	16,360	2M
Signal Advisors Wealth, LLC	9,805	1M
Advyzon Investment Management, LLC	6,164	644K
FLOW TRADERS U.S. LLC	5,539	579K
PRESILIUM PRIVATE WEALTH, LLC	4,449	465K
Sunpointe, LLC	4,366	456K
AXXCESS WEALTH MANAGEMENT, LLC	4,020	420K
Xcelsior Advisor Partners LLC	3,305	345K
Summit Place Financial Advisors, LL	2,572	269K
Global Assets Advisory, LLC	2,400	251K
Tempus Wealth Planning, LLC	2,378	248K
Impact Partnership Wealth, LLC	2,316	242K
Stirlingshire Investments, Inc.	2,154	225K
Cerity Partners LLC	1,905	199K
Level Wealth Management LLC	1,886	197K
Anchor Bay Capital, Inc.	1,270	133K
Continuum Advisory, LLC	964	101K

Sold Out (20)

Holder	Prev Shares	Prev Value
STRATEGY ASSET MANAGERS LLC	29,062	3M
Gallagher Fiduciary Advisors, LLC	26,552	3M
Atria Investments, Inc	26,168	3M
JANE STREET GROUP, LLC	23,943	3M
Empowered Funds, LLC	17,894	2M
Cambria Investment Management, L.P.	17,894	2M
Outlook Wealth Advisors, LLC	15,652	2M
GTS SECURITIES LLC	13,371	1M
REDSTONE WEALTH MANAGEMENT, LLC	10,894	1M
Guardian Capital, LLC	10,569	1M
Envestnet Portfolio Solutions, Inc.	9,112	952K
Orion Porfolio Solutions, LLC	8,234	860K
MARSHALL INVESTMENT MANAGEMENT, LLC	6,653	695K
NBT BANK N A /NY	3,788	396K
CITADEL ADVISORS LLC	3,754	392K
RHODES INVESTMENT ADVISORS INC /ADV	2,610	273K
COLDSTREAM CAPITAL MANAGEMENT INC	2,548	266K
KWB Wealth	2,481	259K
Runnymede Capital Advisors, Inc.	2,315	242K
Apeiron RIA LLC	2,225	232K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
BNP PARIBAS FINANCIAL MARKETS	+50,000	+100.0%	100,000
Ameritas Advisory Services, LLC	+47,042	+42.4%	157,875
STIFEL FINANCIAL CORP	+30,157	+14.9%	232,525
ROYAL BANK OF CANADA	+28,902	+16.8%	201,240
GOLDMAN SACHS GROUP INC	+24,596	+303.3%	32,705
KESTRA PRIVATE WEALTH SERVICES, LLC	+21,230	+15.0%	162,472
BIP Wealth, LLC	+17,698	+56.1%	49,264
BANK OF AMERICA CORP /DE	+16,713	+3.3%	528,797
MAI Capital Management	+16,167	+1384.2%	17,335
COMMONWEALTH EQUITY SERVICES, LLC	+15,683	+5.3%	309,460
Cetera Investment Advisers	+15,389	+7.9%	209,521
Prospera Financial Services Inc	+12,784	+55.7%	35,728
Beacon Pointe Advisors, LLC	+11,555	+146.4%	19,450
Golden State Wealth Management, LLC	+11,288	+3762.7%	11,588
Mainsail Financial Group, LLC	+10,789	+20.1%	64,382
RAYMOND JAMES FINANCIAL INC	+10,706	+4.0%	281,084
MML INVESTORS SERVICES, LLC	+9,214	+25.2%	45,827
Wealthcare Advisory Partners LLC	+9,037	+16.3%	64,351
WELLS FARGO & COMPANY/MN	+8,235	+2.7%	316,764
AMERIFLEX GROUP, INC.	+7,791	+4582.9%	7,961

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
SUSQUEHANNA INTERNATIONAL GROUP, LL	-49,749	-63.9%	28,045
LexAurum Advisors, LLC	-36,640	-83.2%	7,410
AMERIPRISE FINANCIAL INC	-35,117	-17.9%	161,170
LPL Financial LLC	-34,389	-3.6%	914,506
Steward Partners Investment Advisor	-27,804	-63.8%	15,797
BANK OF MONTREAL /CAN	-23,214	-53.9%	19,894
Vestmark Advisory Solutions, Inc.	-16,543	-47.8%	18,039
Integrated Wealth Concepts LLC	-13,156	-35.1%	24,328
Kestra Advisory Services, LLC	-9,490	-12.6%	65,594
UBS Group AG	-8,112	-3.6%	216,365
HighTower Advisors, LLC	-7,840	-24.1%	24,633
Tower Research Capital LLC (TRC)	-7,706	-76.1%	2,422
ENVESTNET ASSET MANAGEMENT INC	-7,700	-3.4%	218,425
Rockefeller Capital Management L.P.	-7,594	-43.1%	10,021
Modern Wealth Management, LLC	-6,467	-12.3%	45,968
MORGAN STANLEY	-6,355	-0.6%	1,001,039
TRUIST FINANCIAL CORP	-6,115	-7.0%	81,637
Private Advisor Group, LLC	-5,415	-9.2%	53,737
Chicago Partners Investment Group L	-4,358	-9.0%	43,869
MERCER GLOBAL ADVISORS INC /ADV	-3,893	-31.8%	8,333

FIW Institutional Ownership

Institutional Ownership — FIW

Ownership Trends

Top Institutional Holders (361 total)

Recent Activity

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