$86.64

+0.64 (+0.74%)

Weekly Expected Move ±2.2%

$83 $85 $87 $89 $90

ETF CBOE · AUM $3.0B

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

Institutional Ownership — GARP

187

Institutional Holders

+28 vs prior quarter

0.0%

Ownership

+0.00pp

Total Invested

New Positions

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (198 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	LPL Financial LLC	3,891,813	$337M	+1,713,773	+78.7%	8Q	SEC ↗
2	MORGAN STANLEY	1,833,873	$159M	+1,035,645	+129.7%	5Q	SEC ↗
3	BANK OF AMERICA CORP /DE	1,271,276	$110M	+725,084	+132.8%	6Q	SEC ↗
4	RAYMOND JAMES FINANCIAL INC	1,121,645	$97M	+364,687	+48.2%	7Q	SEC ↗
5	Resonant Capital Advisors, LLC	791,780	$69M	+7,188	+0.9%	2Q	SEC ↗
6	Cetera Investment Advisers	674,962	$58M	+62,398	+10.2%	10Q	SEC ↗
7	Cambridge Investment Research Advisors	559,897	$49M	+23,235	+4.3%	9Q	SEC ↗
8	ENVESTNET ASSET MANAGEMENT INC	545,252	$47M	+43,119	+8.6%	9Q	SEC ↗
9	LANDAAS & CO /WI /ADV	507,447	$44M	+39,634	+8.5%	11Q	SEC ↗
10	ELEVATION POINT WEALTH PARTNERS, LLC NEW	458,581	$40M	—	+0.0%	1Q	SEC ↗
11	WEALTH ENHANCEMENT ADVISORY SERVICES,	446,543	$39M	+365,682	+452.2%	5Q	SEC ↗
12	MML INVESTORS SERVICES, LLC	446,128	$39M	+104,669	+30.7%	7Q	SEC ↗
13	OSAIC HOLDINGS, INC.	414,235	$36M	+63,647	+18.2%	15Q	SEC ↗
14	CREATIVE FINANCIAL DESIGNS INC /ADV	403,015	$35M	+346,298	+610.6%	2Q	SEC ↗
15	GREAT VALLEY ADVISOR GROUP, INC.	398,187	$34M	+53,478	+15.5%	5Q	SEC ↗
16	INDEPENDENT FINANCIAL GROUP, LLC	374,524	$32M	+587	+0.2%	10Q	SEC ↗
17	Equitable Holdings, Inc.	341,897	$30M	+142,055	+71.1%	6Q	SEC ↗
18	Capital Analysts, LLC	335,370	$29M	+4,353	+1.3%	3Q	SEC ↗
19	NORTHWESTERN MUTUAL WEALTH MANAGEMENT	325,453	$28M	+105,024	+47.6%	5Q	SEC ↗
20	COMMONWEALTH EQUITY SERVICES, LLC	322,337	$28M	+25,325	+8.5%	8Q	SEC ↗
21	ARQ WEALTH ADVISORS, LLC	311,203	$27M	+60,103	+23.9%	7Q	SEC ↗
22	PARK NATIONAL CORP /OH	288,365	$25M	-19,717	-6.4%	5Q	SEC ↗
23	STIFEL FINANCIAL CORP	268,505	$23M	+32,371	+13.7%	4Q	SEC ↗
24	Insight Wealth Strategies, LLC NEW	255,947	$22M	—	+0.0%	1Q	SEC ↗
25	Planned Solutions, Inc.	243,037	$21M	+2,206	+0.9%	5Q	SEC ↗
26	CORNERSTONE ADVISORS ASSET MANAGEMENT,	212,535	$18M	-11,904	-5.3%	2Q	SEC ↗
27	SAXON INTERESTS, INC. NEW	194,568	$17M	—	+0.0%	1Q	SEC ↗
28	D'Orazio & Associates, Inc.	187,575	$16M	+28,625	+18.0%	8Q	SEC ↗
29	Carr Financial Group Corp	184,986	$16M	-5,072	-2.7%	2Q	SEC ↗
30	HighTower Advisors, LLC	164,064	$14M	-4,986	-2.9%	8Q	SEC ↗
31	VALLEY NATIONAL ADVISERS INC	160,609	$14M	-1,383	-0.9%	11Q	SEC ↗
32	Embree Financial Group NEW	158,151	$14M	—	+0.0%	1Q	SEC ↗
33	Certified Advisory Corp	151,403	$13M	+17,964	+13.5%	3Q	SEC ↗
34	Olde Wealth Management, LLC	143,651	$12M	-7,486	-5.0%	4Q	SEC ↗
35	CGN Advisors LLC	141,881	$12M	+30,525	+27.4%	4Q	SEC ↗
36	Bauman Advisory Group, LLC NEW	139,714	$12M	—	+0.0%	1Q	SEC ↗
37	TRUIST FINANCIAL CORP	126,294	$11M	+67,357	+114.3%	4Q	SEC ↗
38	Base Wealth Management LLC NEW	114,188	$10M	—	+0.0%	1Q	SEC ↗
39	PRINCIPAL SECURITIES, INC.	113,680	$10M	+10,709	+10.4%	5Q	SEC ↗
40	Lakeshore Capital Group, Inc.	111,760	$10M	+2,965	+2.7%	5Q	SEC ↗
41	Milestones Private Investment Advisors	99,259	$9M	+38,688	+63.9%	5Q	SEC ↗
42	GW HENSSLER & ASSOCIATES LTD	99,178	$9M	-357	-0.4%	3Q	SEC ↗
43	Key Client Fiduciary Advisors, LLC	92,535	$8M	+81,915	+771.3%	3Q	SEC ↗
44	FIRST TRUST ADVISORS LP	76,464	$7M	+669	+0.9%	4Q	SEC ↗
45	OPTIMA CAPITAL LLC	73,227	$6M	+16,102	+28.2%	3Q	SEC ↗
46	Kestra Advisory Services, LLC	71,243	$6M	+7,806	+12.3%	8Q	SEC ↗
47	UPTICK PARTNERS, LLC	69,655	$6M	+18,536	+36.3%	3Q	SEC ↗
48	Stratos Wealth Advisors, LLC	68,507	$6M	-670	-1.0%	3Q	SEC ↗
49	Marshall & Sterling Wealth Advisors In	63,815	$6M	-5,702	-8.2%	4Q	SEC ↗
50	Merit Financial Group, LLC	62,663	$5M	+1,510	+2.5%	3Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
ELEVATION POINT WEALTH PARTNERS, LL	458,581	$40M
Insight Wealth Strategies, LLC	255,947	$22M
SAXON INTERESTS, INC.	194,568	$17M
Embree Financial Group	158,151	$14M
Bauman Advisory Group, LLC	139,714	$12M
Base Wealth Management LLC	114,188	$10M
WIN ADVISORS, INC	38,098	$3M
HB Wealth Management, LLC	32,623	$3M
Belpointe Asset Management LLC	32,079	$3M
FIDUCIARY FINANCIAL ADVISORS	28,085	$2M
PARK AVENUE SECURITIES LLC	25,353	$2M
WILLIAM JOHN SEMPOLINSKI	23,390	$2M
XTX Topco Ltd	20,285	$2M
RETIREMENT CAPITAL STRATEGIES	19,505	$2M
CIBC Bancorp USA Inc.	17,995	$2M
Tower Research Capital LLC (TRC)	13,111	$1M
Verdence Capital Advisors LLC	8,267	$716K
TCV Trust & Wealth Management, Inc.	8,224	$713K
Advyzon Investment Management, LLC	8,175	$708K
PARSONS CAPITAL MANAGEMENT INC/RI	8,155	$707K

Sold Out (20)

Holder	Prev Shares	Prev Value
B&D White Capital Company, LLC	203,048	$18M
Keystone Global Partners, LLC	85,805	$7M
Gilbert Capital Group, Inc.	40,666	$4M
Sonoma Allocations LLC	22,981	$2M
Archer Investment Management, LLC	8,767	$760K
TWO SIGMA SECURITIES, LLC	7,875	$682K
FISCHER INVESTMENT STRATEGIES, LLC	7,425	$643K
Compound Planning, Inc.	6,940	$601K
RITHOLTZ WEALTH MANAGEMENT	6,366	$552K
Sunflower Bank, N.A.	3,707	$321K
Trexquant Investment LP	3,103	$269K
Advisory Services Network, LLC	2,842	$246K
WELLS FARGO & COMPANY/MN	1,665	$144K
High Note Wealth, LLC	1,126	$98K
ASSETMARK, INC	618	$54K
Atomic Invest LLC	605	$52K
Steward Partners Investment Advisor	500	$43K
Western Wealth Management, LLC	160	$14K
AE Wealth Management LLC	155	$13K
ADVISORTRUST PARTNERS, LLC	145	$13K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
LPL Financial LLC	+1,713,773	+78.7%	3,891,813
MORGAN STANLEY	+1,035,645	+129.7%	1,833,873
BANK OF AMERICA CORP /DE	+725,084	+132.8%	1,271,276
WEALTH ENHANCEMENT ADVISORY SERVICE	+365,682	+452.2%	446,543
RAYMOND JAMES FINANCIAL INC	+364,687	+48.2%	1,121,645
CREATIVE FINANCIAL DESIGNS INC /ADV	+346,298	+610.6%	403,015
Equitable Holdings, Inc.	+142,055	+71.1%	341,897
NORTHWESTERN MUTUAL WEALTH MANAGEME	+105,024	+47.6%	325,453
MML INVESTORS SERVICES, LLC	+104,669	+30.7%	446,128
Key Client Fiduciary Advisors, LLC	+81,915	+771.3%	92,535
TRUIST FINANCIAL CORP	+67,357	+114.3%	126,294
OSAIC HOLDINGS, INC.	+63,647	+18.2%	414,235
Cetera Investment Advisers	+62,398	+10.2%	674,962
ARQ WEALTH ADVISORS, LLC	+60,103	+23.9%	311,203
Stratos Wealth Partners, LTD.	+56,353	+1732.3%	59,606
GREAT VALLEY ADVISOR GROUP, INC.	+53,478	+15.5%	398,187
Avior Wealth Management, LLC	+49,040	+418.5%	60,758
ENVESTNET ASSET MANAGEMENT INC	+43,119	+8.6%	545,252
LANDAAS & CO /WI /ADV	+39,634	+8.5%	507,447
Milestones Private Investment Advis	+38,688	+63.9%	99,259

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
Sigma Planning Corp	-122,954	-95.3%	6,121
FLOW TRADERS U.S. LLC	-20,432	-53.0%	18,110
PARK NATIONAL CORP /OH	-19,717	-6.4%	288,365
LongView Wealth Management	-18,000	-80.7%	4,305
CORNERSTONE ADVISORS ASSET MANAGEME	-11,904	-5.3%	212,535
SUSQUEHANNA INTERNATIONAL GROUP, LL	-9,080	-24.8%	27,486
Saxony Capital Management, LLC	-8,486	-50.4%	8,355
Olde Wealth Management, LLC	-7,486	-5.0%	143,651
Henderson Brothers Financial Partne	-6,829	-39.3%	10,561
Marshall & Sterling Wealth Advisors	-5,702	-8.2%	63,815
Carr Financial Group Corp	-5,072	-2.7%	184,986
HighTower Advisors, LLC	-4,986	-2.9%	164,064
Keating Financial Advisory Services	-4,341	-11.1%	34,630
KEYVANTAGE WEALTH, LLC	-3,507	-57.0%	2,641
Spire Wealth Management	-1,900	-10.2%	16,699
VALLEY NATIONAL ADVISERS INC	-1,383	-0.9%	160,609
MERCER GLOBAL ADVISORS INC /ADV	-1,098	-31.0%	2,445
RFG Advisory, LLC	-902	-16.8%	4,461
Thompson David Blair	-761	-9.7%	7,075
ADAPT WEALTH ADVISORS, LLC	-735	-3.6%	19,832

GARP Institutional Ownership

Institutional Ownership — GARP

Ownership Trends

Top Institutional Holders (198 total)

Recent Activity

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