$27.15

+0.14 (+0.52%)

Weekly Expected Move ±1.2%

$26 $27 $27 $27 $28

ETF AMEX · AUM $348.9M

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

Institutional Ownership — FOXY

Institutional Holders

+16 vs prior quarter

0.0%

Ownership

+0.00pp

144M

Total Invested

New Positions

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (49 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	Gradient Investments LLC NEW	1,186,803	$32M	—	+0.0%	1Q	SEC ↗
2	AE Wealth Management LLC	551,834	$15M	+39,814	+7.8%	3Q	SEC ↗
3	BNP PARIBAS FINANCIAL MARKETS	427,035	$12M	+348	+0.1%	4Q	SEC ↗
4	BANK OF AMERICA CORP /DE	314,840	$9M	+38,840	+14.1%	6Q	SEC ↗
5	Elevated Capital Advisors, LLC	273,420	$7M	+29,491	+12.1%	2Q	SEC ↗
6	PRINCIPAL SECURITIES, INC.	213,835	$6M	+67,713	+46.3%	2Q	SEC ↗
7	CITIGROUP INC	177,600	$5M	—	+0.0%	5Q	SEC ↗
8	Encompass More Asset Management	174,857	$5M	+44,847	+34.5%	6Q	SEC ↗
9	ENVESTNET ASSET MANAGEMENT INC	147,884	$4M	+70,673	+91.5%	2Q	SEC ↗
10	Key Capital Management, INC	147,315	$4M	+11,862	+8.8%	3Q	SEC ↗
11	Park Edge Advisors, LLC	120,373	$3M	-7,986	-6.2%	4Q	SEC ↗
12	Pekin Hardy Strauss, Inc.	106,956	$3M	+32,166	+43.0%	4Q	SEC ↗
13	HOWARD BAILEY SECURITIES, LLC	104,465	$3M	+936	+0.9%	3Q	SEC ↗
14	CreativeOne Wealth, LLC	94,370	$3M	-16,994	-15.3%	5Q	SEC ↗
15	B.O.S.S. Retirement Advisors, LLC	85,893	$2M	+6,094	+7.6%	3Q	SEC ↗
16	JANE STREET GROUP, LLC NEW	84,172	$2M	—	+0.0%	1Q	SEC ↗
17	FSA Advisors, Inc.	80,187	$2M	+9,765	+13.9%	3Q	SEC ↗
18	Brown Financial Advisors NEW	56,984	$2M	—	+0.0%	1Q	SEC ↗
19	Authentikos Wealth Advisory, LLC	54,267	$1M	+2,350	+4.5%	3Q	SEC ↗
20	Janney Montgomery Scott LLC NEW	48,463	$1M	—	+0.0%	1Q	SEC ↗
21	Paladin Wealth, LLC NEW	44,227	$1M	—	+0.0%	1Q	SEC ↗
22	Blackston Financial Advisory Group, LL	43,783	$1M	+2,861	+7.0%	3Q	SEC ↗
23	Beacon Capital Management, LLC	43,066	$1M	-12,939	-23.1%	3Q	SEC ↗
24	Networth Advisors, LLC	31,692	$860K	+1,603	+5.3%	3Q	SEC ↗
25	Mattson Financial Services, LLC NEW	28,533	$775K	—	+0.0%	1Q	SEC ↗
26	MATHER GROUP, LLC.	28,372	$770K	-9,010	-24.1%	2Q	SEC ↗
27	WealthCare Asset Management, LLC	26,680	$724K	+13,525	+102.8%	2Q	SEC ↗
28	Mosley Wealth Management NEW	22,263	$604K	—	+0.0%	1Q	SEC ↗
29	CITADEL ADVISORS LLC NEW	21,361	$580K	—	+0.0%	1Q	SEC ↗
30	Belpointe Asset Management LLC	20,908	$568K	+1,656	+8.6%	2Q	SEC ↗
31	Maridea Wealth Management LLC NEW	20,799	$565K	—	+0.0%	1Q	SEC ↗
32	CWM, LLC	19,892	$540K	+11,602	+140.0%	4Q	SEC ↗
33	Lloyd Advisory Services, LLC. NEW	16,446	$447K	—	+0.0%	1Q	SEC ↗
34	Altiora Financial Group, LLC	15,251	$414K	+2,174	+16.6%	2Q	SEC ↗
35	Summit Global Investments	14,936	$406K	+3,982	+36.4%	2Q	SEC ↗
36	Sowell Financial Services LLC NEW	13,075	$355K	—	+0.0%	1Q	SEC ↗
37	&PARTNERS NEW	10,792	$293K	—	+0.0%	1Q	SEC ↗
38	Decker Retirement Planning Inc.	8,926	$242K	-25	-0.3%	3Q	SEC ↗
39	LANARK FINANCIAL, INC.	8,905	$242K	+6,358	+249.6%	2Q	SEC ↗
40	KESTRA PRIVATE WEALTH SERVICES, LLC	8,831	$240K	+1,016	+13.0%	3Q	SEC ↗
41	TOUNJIAN ADVISORY PARTNERS, LLC NEW	4,782	$130K	—	+0.0%	1Q	SEC ↗
42	POM Investment Strategies, LLC	2,571	$70K	-3,633	-58.6%	3Q	SEC ↗
43	Buck Wealth Strategies, LLC NEW	990	$27K	—	+0.0%	1Q	SEC ↗
44	Montgomery Financial Services LLC NEW	968	$26K	—	+0.0%	1Q	SEC ↗
45	Steward Partners Investment Advisory, NEW	500	$14K	—	+0.0%	1Q	SEC ↗
46	HARBOUR INVESTMENTS, INC. NEW	185	$5K	—	+0.0%	1Q	SEC ↗
47	Global Retirement Partners, LLC NEW	180	$5K	—	+0.0%	1Q	SEC ↗
48	Realta Investment Advisors	0	$0K	-45	-100.0%	1Q	SEC ↗
49	Sound Income Strategies, LLC	0	$0K	-315	-100.0%	2Q	SEC ↗

Recent Activity

New Positions (18)

Holder	Shares	Value
Gradient Investments LLC	1,186,803	$32M
JANE STREET GROUP, LLC	84,172	$2M
Brown Financial Advisors	56,984	$2M
Janney Montgomery Scott LLC	48,463	$1M
Paladin Wealth, LLC	44,227	$1M
Mattson Financial Services, LLC	28,533	$775K
Mosley Wealth Management	22,263	$604K
CITADEL ADVISORS LLC	21,361	$580K
Maridea Wealth Management LLC	20,799	$565K
Lloyd Advisory Services, LLC.	16,446	$447K
Sowell Financial Services LLC	13,075	$355K
&PARTNERS	10,792	$293K
TOUNJIAN ADVISORY PARTNERS, LLC	4,782	$130K
Buck Wealth Strategies, LLC	990	$27K
Montgomery Financial Services LLC	968	$26K
Steward Partners Investment Advisor	500	$14K
HARBOUR INVESTMENTS, INC.	185	$5K
Global Retirement Partners, LLC	180	$5K

Sold Out (2)

Holder	Prev Shares	Prev Value
Sound Income Strategies, LLC	315	$9K
Realta Investment Advisors	45	$1K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
ENVESTNET ASSET MANAGEMENT INC	+70,673	+91.5%	147,884
PRINCIPAL SECURITIES, INC.	+67,713	+46.3%	213,835
Encompass More Asset Management	+44,847	+34.5%	174,857
AE Wealth Management LLC	+39,814	+7.8%	551,834
BANK OF AMERICA CORP /DE	+38,840	+14.1%	314,840
Pekin Hardy Strauss, Inc.	+32,166	+43.0%	106,956
Elevated Capital Advisors, LLC	+29,491	+12.1%	273,420
WealthCare Asset Management, LLC	+13,525	+102.8%	26,680
Key Capital Management, INC	+11,862	+8.8%	147,315
CWM, LLC	+11,602	+140.0%	19,892
FSA Advisors, Inc.	+9,765	+13.9%	80,187
LANARK FINANCIAL, INC.	+6,358	+249.6%	8,905
B.O.S.S. Retirement Advisors, LLC	+6,094	+7.6%	85,893
Summit Global Investments	+3,982	+36.4%	14,936
Blackston Financial Advisory Group,	+2,861	+7.0%	43,783
Authentikos Wealth Advisory, LLC	+2,350	+4.5%	54,267
Altiora Financial Group, LLC	+2,174	+16.6%	15,251
Belpointe Asset Management LLC	+1,656	+8.6%	20,908
Networth Advisors, LLC	+1,603	+5.3%	31,692
KESTRA PRIVATE WEALTH SERVICES, LLC	+1,016	+13.0%	8,831

Biggest Decreases (6)

Holder	Reduced	Change %	Total Shares
CreativeOne Wealth, LLC	-16,994	-15.3%	94,370
Beacon Capital Management, LLC	-12,939	-23.1%	43,066
MATHER GROUP, LLC.	-9,010	-24.1%	28,372
Park Edge Advisors, LLC	-7,986	-6.2%	120,373
POM Investment Strategies, LLC	-3,633	-58.6%	2,571
Decker Retirement Planning Inc.	-25	-0.3%	8,926

FOXY Institutional Ownership

Institutional Ownership — FOXY

Ownership Trends

Top Institutional Holders (49 total)

Recent Activity

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