$56.17

+0.61 (+1.10%)

Weekly Expected Move ±2.1%

$54 $55 $56 $57 $59

ETF AMEX · AUM $614.3M

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

Institutional Ownership — FMAT

162

Institutional Holders

+12 vs prior quarter

0.0%

Ownership

+0.00pp

265M

Total Invested

New Positions

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (174 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	AE Wealth Management LLC	1,683,557	95M	+158,822	+10.4%	16Q	SEC ↗
2	Lido Advisors, LLC	631,686	35M	-22,977	-3.5%	38Q	SEC ↗
3	Independence Financial Advisors, LLC NEW	204,631	11M	—	+0.0%	1Q	SEC ↗
4	AGF MANAGEMENT LTD	115,126	6M	+1,948	+1.7%	15Q	SEC ↗
5	NorthCoast Asset Management LLC	92,538	5M	+50,481	+120.0%	9Q	SEC ↗
6	COMMONWEALTH EQUITY SERVICES, LLC	88,766	5M	+1,286	+1.5%	35Q	SEC ↗
7	Certified Advisory Corp	82,086	5M	+801	+1.0%	15Q	SEC ↗
8	Steward Partners Investment Advisory,	75,990	4M	+10,457	+16.0%	18Q	SEC ↗
9	GOLDMAN SACHS GROUP INC	75,317	4M	+25,317	+50.6%	15Q	SEC ↗
10	SUSQUEHANNA INTERNATIONAL GROUP, LLP	73,520	4M	+36,467	+98.4%	6Q	SEC ↗
11	LPL Financial LLC	67,611	4M	-10,090	-13.0%	39Q	SEC ↗
12	Creative Planning	65,863	4M	-3,298	-4.8%	2Q	SEC ↗
13	MORGAN STANLEY	64,835	4M	+6,591	+11.3%	51Q	SEC ↗
14	OSAIC HOLDINGS, INC.	57,387	3M	+14,466	+33.7%	26Q	SEC ↗
15	TWO SIGMA INVESTMENTS, LP NEW	44,600	3M	—	+0.0%	1Q	SEC ↗
16	ENVESTNET ASSET MANAGEMENT INC	43,266	2M	-184,765	-81.0%	25Q	SEC ↗
17	Lifeworks Advisors, LLC	39,081	2M	+517	+1.3%	8Q	SEC ↗
18	JPMORGAN CHASE & CO	37,941	2M	+13,332	+54.2%	15Q	SEC ↗
19	Cetera Investment Advisers	36,891	2M	-64,095	-63.5%	15Q	SEC ↗
20	Peak Financial Management, Inc.	32,967	2M	-1,188	-3.5%	37Q	SEC ↗
21	MATHER GROUP, LLC.	31,821	2M	—	+0.0%	17Q	SEC ↗
22	Sunbelt Securities, Inc.	30,509	2M	-398	-1.3%	21Q	SEC ↗
23	STIFEL FINANCIAL CORP	29,814	2M	+1,073	+3.7%	34Q	SEC ↗
24	Richmond Brothers, Inc. NEW	29,593	2M	—	+0.0%	1Q	SEC ↗
25	Cambridge Investment Research Advisors	28,470	2M	+12,737	+81.0%	43Q	SEC ↗
26	Wealth Alliance Advisory Group, LLC	28,337	2M	-690	-2.4%	3Q	SEC ↗
27	J.W. COLE ADVISORS, INC. NEW	28,138	2M	—	+0.0%	1Q	SEC ↗
28	Beaumont Financial Advisors, LLC	28,085	2M	-2,866	-9.3%	4Q	SEC ↗
29	BANK OF AMERICA CORP /DE	27,741	2M	-2,063	-6.9%	15Q	SEC ↗
30	Centerline Wealth Advisors, LLC	26,064	1M	-720	-2.7%	7Q	SEC ↗
31	Wealthcare Advisory Partners LLC	25,902	1M	+2,827	+12.3%	6Q	SEC ↗
32	Yoder Wealth Management, Inc.	23,089	1M	-1,896	-7.6%	14Q	SEC ↗
33	NORTHWESTERN MUTUAL WEALTH MANAGEMENT	22,718	1M	+21,651	+2029.1%	20Q	SEC ↗
34	Corient Private Wealth LP	22,524	1M	-658	-2.8%	15Q	SEC ↗
35	Trail Ridge Investment Advisors, LLC	18,133	1M	-1,037	-5.4%	19Q	SEC ↗
36	Maxele Advisors, LLC NEW	18,055	1M	—	+0.0%	1Q	SEC ↗
37	KESTRA PRIVATE WEALTH SERVICES, LLC	17,773	998K	-754	-4.1%	2Q	SEC ↗
38	SeaCrest Wealth Management, LLC	17,735	996K	+1,249	+7.6%	11Q	SEC ↗
39	OneAscent Financial Services LLC	17,616	989K	+4,147	+30.8%	4Q	SEC ↗
40	PENOBSCOT WEALTH MANAGEMENT	17,557	986K	+1,018	+6.2%	6Q	SEC ↗
41	WELLS FARGO & COMPANY/MN	16,366	919K	+4,904	+42.8%	40Q	SEC ↗
42	BLUE JEAN FINANCIAL LLC NEW	16,164	908K	—	+0.0%	1Q	SEC ↗
43	RAYMOND JAMES FINANCIAL INC	16,022	900K	+2,967	+22.7%	7Q	SEC ↗
44	Traynor Capital Management, Inc.	15,213	855K	+5,352	+54.3%	4Q	SEC ↗
45	Elevated Capital Advisors, LLC	15,084	847K	-12,598	-45.5%	8Q	SEC ↗
46	FMR LLC	14,424	810K	+17	+0.1%	33Q	SEC ↗
47	Smith Salley Wealth Management	13,546	761K	-202	-1.5%	27Q	SEC ↗
48	CITIGROUP INC	13,496	758K	+775	+6.1%	12Q	SEC ↗
49	JONES FINANCIAL COMPANIES LLLP	13,199	741K	+3,260	+32.8%	8Q	SEC ↗
50	AMERICAN NATIONAL BANK & TRUST	12,431	698K	+388	+3.2%	3Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
Independence Financial Advisors, LL	204,631	11M
TWO SIGMA INVESTMENTS, LP	44,600	3M
Richmond Brothers, Inc.	29,593	2M
J.W. COLE ADVISORS, INC.	28,138	2M
Maxele Advisors, LLC	18,055	1M
BLUE JEAN FINANCIAL LLC	16,164	908K
Mason Investment Advisory Services,	11,239	631K
Mosley Wealth Management	9,569	537K
CITADEL ADVISORS LLC	9,024	507K
Jaffetilchin Investment Partners, L	7,500	421K
VICUS CAPITAL	5,828	327K
Elevation Wealth Management LLC	5,612	315K
Signal Advisors Wealth, LLC	5,188	291K
AMERIPRISE FINANCIAL INC	5,120	288K
Nova Wealth Management, Inc.	4,831	271K
Concurrent Investment Advisors, LLC	3,419	192K
MERCER GLOBAL ADVISORS INC /ADV	2,664	150K
Buck Wealth Strategies, LLC	1,594	90K
TRUST CO OF VERMONT	1,150	65K
Concord Wealth Partners	949	53K

Sold Out (20)

Holder	Prev Shares	Prev Value
Bank of New York Mellon Corp	49,715	3M
Mach-1 Financial Group, LLC	30,287	2M
SageView Advisory Group, LLC	20,831	1M
PARK AVENUE SECURITIES LLC	13,408	753K
MARSHALL WACE, LLP	5,796	326K
Modern Wealth Management, LLC	4,864	273K
Independent Advisor Alliance	4,085	229K
MAI Capital Management	2,547	143K
OPTIMA CAPITAL LLC	748	42K
FLAGSHIP HARBOR ADVISORS, LLC	652	37K
SIMPLEX TRADING, LLC	490	28K
DEUTSCHE BANK AG	354	20K
WealthShield Partners, LLC	320	18K
Wellington Grp LLC	235	13K
IFC & Insurance Marketing, Inc.	190	11K
LRI Investments, LLC	100	6K
NATIONAL BANK OF CANADA /FI	29	2K
Truvestments Capital LLC	28	2K
US BANCORP \DE	19	1K
TD Waterhouse Canada Inc.	13	1K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
AE Wealth Management LLC	+158,822	+10.4%	1,683,557
NorthCoast Asset Management LLC	+50,481	+120.0%	92,538
SUSQUEHANNA INTERNATIONAL GROUP, LL	+36,467	+98.4%	73,520
GOLDMAN SACHS GROUP INC	+25,317	+50.6%	75,317
NORTHWESTERN MUTUAL WEALTH MANAGEME	+21,651	+2029.1%	22,718
OSAIC HOLDINGS, INC.	+14,466	+33.7%	57,387
JPMORGAN CHASE & CO	+13,332	+54.2%	37,941
Cambridge Investment Research Advis	+12,737	+81.0%	28,470
Arax Advisory Partners	+10,853	+778.0%	12,248
Steward Partners Investment Advisor	+10,457	+16.0%	75,990
MORGAN STANLEY	+6,591	+11.3%	64,835
Traynor Capital Management, Inc.	+5,352	+54.3%	15,213
WELLS FARGO & COMPANY/MN	+4,904	+42.8%	16,366
OneAscent Financial Services LLC	+4,147	+30.8%	17,616
CWM, LLC	+3,713	+225.7%	5,358
JONES FINANCIAL COMPANIES LLLP	+3,260	+32.8%	13,199
RAYMOND JAMES FINANCIAL INC	+2,967	+22.7%	16,022
Wealthcare Advisory Partners LLC	+2,827	+12.3%	25,902
Kestra Advisory Services, LLC	+2,494	+29.6%	10,910
UBS Group AG	+2,370	+48.9%	7,217

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
ENVESTNET ASSET MANAGEMENT INC	-184,765	-81.0%	43,266
Cetera Investment Advisers	-64,095	-63.5%	36,891
Lido Advisors, LLC	-22,977	-3.5%	631,686
TOUNJIAN ADVISORY PARTNERS, LLC	-14,290	-99.0%	146
Elevated Capital Advisors, LLC	-12,598	-45.5%	15,084
LPL Financial LLC	-10,090	-13.0%	67,611
Transamerica Financial Advisors, LL	-4,864	-96.5%	175
Cullen/Frost Bankers, Inc.	-3,603	-99.9%	3
Creative Planning	-3,298	-4.8%	65,863
Heck Capital Advisors, LLC	-3,280	-39.1%	5,108
HighTower Advisors, LLC	-3,085	-39.3%	4,756
Beaumont Financial Advisors, LLC	-2,866	-9.3%	28,085
BANK OF AMERICA CORP /DE	-2,063	-6.9%	27,741
Yoder Wealth Management, Inc.	-1,896	-7.6%	23,089
Peak Financial Management, Inc.	-1,188	-3.5%	32,967
Trail Ridge Investment Advisors, LL	-1,037	-5.4%	18,133
Larson Financial Group LLC	-999	-99.9%	1
KESTRA PRIVATE WEALTH SERVICES, LLC	-754	-4.1%	17,773
Centerline Wealth Advisors, LLC	-720	-2.7%	26,064
Wealth Alliance Advisory Group, LLC	-690	-2.4%	28,337

FMAT Institutional Ownership

Institutional Ownership — FMAT

Ownership Trends

Top Institutional Holders (174 total)

Recent Activity

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