$17.09

+0.02 (+0.12%)

Weekly Expected Move ±0.8%

$17 $17 $17 $17 $17

ETF AMEX · AUM $6.1B

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

Institutional Ownership — FPE

509

Institutional Holders

-4 vs prior quarter

0.0%

Ownership

+0.00pp

Total Invested

New Positions

198

Increased

188

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (557 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	MORGAN STANLEY	53,554,746	$915M	+796,039	+1.5%	54Q	SEC ↗
2	ROYAL BANK OF CANADA	19,584,015	$335M	+29,724	+0.2%	54Q	SEC ↗
3	LPL Financial LLC	18,509,769	$316M	+672,035	+3.8%	53Q	SEC ↗
4	WELLS FARGO & COMPANY/MN	18,324,364	$313M	+1,303,815	+7.7%	49Q	SEC ↗
5	RAYMOND JAMES FINANCIAL INC	10,005,158	$171M	-197,827	-1.9%	7Q	SEC ↗
6	UBS Group AG	9,120,419	$156M	-233,166	-2.5%	47Q	SEC ↗
7	BANK OF AMERICA CORP /DE	9,085,190	$155M	+432,908	+5.0%	15Q	SEC ↗
8	AMERIPRISE FINANCIAL INC	5,248,497	$90M	+221,564	+4.4%	11Q	SEC ↗
9	HighTower Advisors, LLC	3,472,189	$59M	+10,752	+0.3%	9Q	SEC ↗
10	Cetera Investment Advisers	3,276,892	$56M	+312,406	+10.5%	6Q	SEC ↗
11	STIFEL FINANCIAL CORP	2,606,231	$45M	+253,077	+10.8%	49Q	SEC ↗
12	ENVESTNET ASSET MANAGEMENT INC	2,516,214	$43M	-11,735	-0.5%	44Q	SEC ↗
13	Kestra Advisory Services, LLC	2,421,331	$41M	-4,315	-0.2%	24Q	SEC ↗
14	MAI Capital Management	2,219,975	$38M	+222,015	+11.1%	7Q	SEC ↗
15	OSAIC HOLDINGS, INC.	2,216,273	$38M	-24,504	-1.1%	26Q	SEC ↗
16	Advisory Alpha, LLC	2,184,822	$37M	+37,274	+1.7%	7Q	SEC ↗
17	Rockefeller Capital Management L.P.	2,041,355	$35M	+4,447	+0.2%	27Q	SEC ↗
18	Baird Financial Group, Inc.	2,028,641	$35M	+66,507	+3.4%	43Q	SEC ↗
19	Magnus Financial Group LLC	1,959,719	$33M	+74,052	+3.9%	31Q	SEC ↗
20	PARK NATIONAL CORP /OH	1,903,567	$33M	+37,325	+2.0%	15Q	SEC ↗
21	NORTHWESTERN MUTUAL WEALTH MANAGEMENT	1,550,463	$26M	+232,926	+17.7%	38Q	SEC ↗
22	Falcon Wealth Planning	1,534,702	$26M	+20,285	+1.3%	7Q	SEC ↗
23	TRUIST FINANCIAL CORP	1,533,802	$26M	+29,570	+2.0%	27Q	SEC ↗
24	AFFINITY WEALTH MANAGEMENT LLC	1,508,832	$26M	+20,880	+1.4%	9Q	SEC ↗
25	Prospera Financial Services Inc	1,413,667	$24M	-103,077	-6.8%	29Q	SEC ↗
26	COUNTRY TRUST BANK	1,309,301	$22M	+3,066	+0.2%	33Q	SEC ↗
27	COMMONWEALTH EQUITY SERVICES, LLC	1,303,372	$22M	-64,833	-4.7%	35Q	SEC ↗
28	Empirical Financial Services, LLC d.b.	1,293,097	$22M	+53,575	+4.3%	40Q	SEC ↗
29	Janney Montgomery Scott LLC	1,115,602	$19M	-39,766	-3.4%	13Q	SEC ↗
30	Steward Partners Investment Advisory,	1,102,564	$19M	+78,315	+7.6%	29Q	SEC ↗
31	Ashton Thomas Private Wealth, LLC	1,092,360	$19M	+167,488	+18.1%	9Q	SEC ↗
32	Cambridge Investment Research Advisors	1,059,188	$18M	-146,635	-12.2%	37Q	SEC ↗
33	HCR Wealth Advisors	1,027,972	$18M	+28,723	+2.9%	37Q	SEC ↗
34	Parkside Investments, LLC	1,021,131	$17M	+346,254	+51.3%	2Q	SEC ↗
35	CITIGROUP INC	984,754	$17M	-141,037	-12.5%	41Q	SEC ↗
36	Arax Advisory Partners	894,648	$15M	+26,293	+3.0%	21Q	SEC ↗
37	Concurrent Investment Advisors, LLC	862,964	$15M	+303,103	+54.1%	11Q	SEC ↗
38	Waverly Advisors, LLC	842,725	$14M	+37,842	+4.7%	10Q	SEC ↗
39	KESTRA PRIVATE WEALTH SERVICES, LLC	816,488	$14M	+156,748	+23.8%	24Q	SEC ↗
40	Avidian Wealth Enterprises, LLC	799,715	$14M	+15,440	+2.0%	21Q	SEC ↗
41	&PARTNERS	790,728	$14M	+45,938	+6.2%	11Q	SEC ↗
42	FIDUCIARY FINANCIAL ADVISORS NEW	787,556	$13M	—	+0.0%	1Q	SEC ↗
43	Twelve Points Wealth Management LLC	775,066	$13M	+106,206	+15.9%	10Q	SEC ↗
44	Ameritas Investment Partners, Inc.	754,936	$13M	+38,441	+5.4%	10Q	SEC ↗
45	JPMORGAN CHASE & CO	741,502	$13M	-110,601	-13.0%	54Q	SEC ↗
46	JONES FINANCIAL COMPANIES LLLP	735,831	$13M	+85,216	+13.1%	10Q	SEC ↗
47	Curran Financial Partners, LLC	715,791	$12M	+80,014	+12.6%	5Q	SEC ↗
48	INTEGRITY WEALTH ADVISORS, INC.	695,005	$12M	+30,139	+4.5%	6Q	SEC ↗
49	Wealthspire Retirement, LLC NEW	634,468	$11M	—	+0.0%	1Q	SEC ↗
50	MML INVESTORS SERVICES, LLC	630,773	$11M	+76,694	+13.8%	13Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
FIDUCIARY FINANCIAL ADVISORS	787,556	$13M
Wealthspire Retirement, LLC	634,468	$11M
Blackhawk Capital Partners, LLC	387,592	$7M
ARQ WEALTH ADVISORS, LLC	334,419	$6M
Bluespring Wealth Management, LLC	248,590	$4M
Stenger Family Office, LLC	222,631	$4M
COMPASS FINANCIAL MANAGEMENT LLC	141,840	$2M
Icon Wealth Advisors, LLC	134,295	$2M
Global Retirement Partners, LLC	108,245	$2M
Providence First Trust Co	106,745	$2M
KMT WEALTH MANAGEMENT, LLC	106,305	$2M
HRT FINANCIAL LP	100,697	$2M
Arete Wealth Advisors, LLC	94,693	$2M
RENAISSANCE TECHNOLOGIES LLC	82,694	$1M
Global Assets Advisory, LLC	79,059	$1M
Simplicity Wealth,LLC	75,883	$1M
PUFF WEALTH MANAGEMENT, LLC	46,073	$787K
IFG Advisory, LLC	39,245	$671K
TCFG WEALTH MANAGEMENT, LLC	32,738	$559K
CIBC Bancorp USA Inc.	27,953	$478K

Sold Out (20)

Holder	Prev Shares	Prev Value
STONEBRIDGE ADVISORS LLC	2,368,824	$40M
JANE STREET GROUP, LLC	1,789,032	$31M
WIN ADVISORS, INC	505,315	$9M
Independent Advisor Alliance	454,311	$8M
Atria Investments, Inc	428,082	$7M
Stratos Wealth Partners, LTD.	420,292	$7M
Ocean Park Asset Management, LLC	412,900	$7M
Asset Allocation Strategies LLC	207,571	$4M
EVOLVE PRIVATE WEALTH, LLC	187,861	$3M
Allworth Financial LP	172,796	$3M
Ethos Financial Group, LLC	151,554	$3M
PRIVATE CLIENT SERVICES, LLC	115,119	$2M
Ameritas Advisory Services, LLC	88,378	$2M
Proficio Capital Partners LLC	69,930	$1M
READYSTATE ASSET MANAGEMENT LP	59,326	$1M
CITADEL ADVISORS LLC	56,292	$962K
Bright Futures Wealth Management, L	54,970	$939K
Merit Financial Group, LLC	54,096	$925K
RED CEDAR INVESTMENT MANAGEMENT, LL	48,657	$832K
AlphaCore Capital LLC	44,465	$760K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
WELLS FARGO & COMPANY/MN	+1,303,815	+7.7%	18,324,364
MORGAN STANLEY	+796,039	+1.5%	53,554,746
LPL Financial LLC	+672,035	+3.8%	18,509,769
BANK OF AMERICA CORP /DE	+432,908	+5.0%	9,085,190
Parkside Investments, LLC	+346,254	+51.3%	1,021,131
Cetera Investment Advisers	+312,406	+10.5%	3,276,892
Concurrent Investment Advisors, LLC	+303,103	+54.1%	862,964
STIFEL FINANCIAL CORP	+253,077	+10.8%	2,606,231
NORTHWESTERN MUTUAL WEALTH MANAGEME	+232,926	+17.7%	1,550,463
MAI Capital Management	+222,015	+11.1%	2,219,975
AMERIPRISE FINANCIAL INC	+221,564	+4.4%	5,248,497
LARCH CAPITAL PARTNERS LLC	+168,871	+53.6%	483,745
Ashton Thomas Private Wealth, LLC	+167,488	+18.1%	1,092,360
KESTRA PRIVATE WEALTH SERVICES, LLC	+156,748	+23.8%	816,488
Twelve Points Wealth Management LLC	+106,206	+15.9%	775,066
JONES FINANCIAL COMPANIES LLLP	+85,216	+13.1%	735,831
Curran Financial Partners, LLC	+80,014	+12.6%	715,791
Steward Partners Investment Advisor	+78,315	+7.6%	1,102,564
MML INVESTORS SERVICES, LLC	+76,694	+13.8%	630,773
Total Clarity Wealth Management, In	+75,261	+514.7%	89,882

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
Gallagher Fiduciary Advisors, LLC	-3,693,416	-94.1%	229,813
Kinloch Capital, LLC	-409,221	-47.6%	450,032
Mariner, LLC	-332,706	-39.8%	502,570
MGO ONE SEVEN LLC	-308,258	-83.3%	61,672
UBS Group AG	-233,166	-2.5%	9,120,419
RAYMOND JAMES FINANCIAL INC	-197,827	-1.9%	10,005,158
Dakota Wealth Management	-173,037	-64.5%	95,233
KINGSWOOD WEALTH ADVISORS, LLC	-168,398	-31.8%	360,906
RFG Advisory, LLC	-166,499	-90.2%	18,132
Equitable Holdings, Inc.	-161,277	-25.8%	464,148
Cambridge Investment Research Advis	-146,635	-12.2%	1,059,188
CITIGROUP INC	-141,037	-12.5%	984,754
Golden State Wealth Management, LLC	-125,303	-72.9%	46,591
JPMORGAN CHASE & CO	-110,601	-13.0%	741,502
Prospera Financial Services Inc	-103,077	-6.8%	1,413,667
Mainsail Financial Group, LLC	-86,661	-21.6%	314,191
Sigma Planning Corp	-86,035	-33.1%	174,163
Vestmark Advisory Solutions, Inc.	-70,135	-20.6%	270,705
COMMONWEALTH EQUITY SERVICES, LLC	-64,833	-4.7%	1,303,372
MERCER GLOBAL ADVISORS INC /ADV	-62,468	-11.2%	494,301

FPE Institutional Ownership

Institutional Ownership — FPE

Ownership Trends

Top Institutional Holders (557 total)

Recent Activity

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