$39.34

+0.20 (+0.51%)

Weekly Expected Move ±1.6%

$38 $39 $39 $40 $41

ETF AMEX · AUM $255.2M

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

Institutional Ownership — GMOI

Institutional Holders

+16 vs prior quarter

0.0%

Ownership

+0.00pp

235M

Total Invested

New Positions

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (62 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	SIGNATURE ESTATE & INVESTMENT ADVISORS	2,657,417	105M	+14,479	+0.5%	2Q	SEC ↗
2	PINNACLE ASSOCIATES LTD	757,878	30M	+416	+0.1%	7Q	SEC ↗
3	HighTower Advisors, LLC	731,124	29M	+21,608	+3.0%	6Q	SEC ↗
4	FIDELITY D & D BANCORP INC	451,896	18M	+6,654	+1.5%	3Q	SEC ↗
5	Maltin Wealth Management, Inc.	272,404	11M	+10,607	+4.1%	5Q	SEC ↗
6	ENVESTNET ASSET MANAGEMENT INC	237,745	9M	+29,018	+13.9%	2Q	SEC ↗
7	Beaumont Financial Advisors, LLC NEW	199,831	8M	—	+0.0%	1Q	SEC ↗
8	Grantham, Mayo, Van Otterloo & Co. LLC	108,193	4M	+10,269	+10.5%	3Q	SEC ↗
9	JANE STREET GROUP, LLC	107,744	4M	-271,655	-71.6%	7Q	SEC ↗
10	New England Private Wealth Advisors LL	101,241	4M	+31,208	+44.6%	2Q	SEC ↗
11	American Money Management, LLC NEW	78,524	3M	—	+0.0%	1Q	SEC ↗
12	Capital Investment Advisors, LLC NEW	56,696	2M	—	+0.0%	1Q	SEC ↗
13	J.W. COLE ADVISORS, INC. NEW	49,026	2M	—	+0.0%	1Q	SEC ↗
14	Pathway Financial Advisors LLC	47,468	2M	-2,365	-4.7%	6Q	SEC ↗
15	CITADEL ADVISORS LLC	41,044	2M	-227,876	-84.7%	2Q	SEC ↗
16	Essential Partners LLC	39,075	2M	—	+0.0%	5Q	SEC ↗
17	Janney Montgomery Scott LLC	28,598	1M	+4,918	+20.8%	2Q	SEC ↗
18	CIBC Bancorp USA Inc. NEW	27,862	1M	—	+0.0%	1Q	SEC ↗
19	Orcam Financial Group	27,050	1M	+6,000	+28.5%	3Q	SEC ↗
20	KESTRA PRIVATE WEALTH SERVICES, LLC	24,735	973K	+2,450	+11.0%	6Q	SEC ↗
21	INTERNATIONAL ASSETS INVESTMENT MANAGE	23,846	938K	+6,624	+38.5%	3Q	SEC ↗
22	Hara Capital LLC	21,360	840K	-157	-0.7%	7Q	SEC ↗
23	Cerro Pacific Wealth Advisors LLC NEW	20,284	798K	—	+0.0%	1Q	SEC ↗
24	Tempus Wealth Planning, LLC	18,220	717K	-60,510	-76.9%	2Q	SEC ↗
25	LPL Financial LLC	17,306	681K	-6,477	-27.2%	3Q	SEC ↗
26	SUSQUEHANNA INTERNATIONAL GROUP, LLP	17,258	679K	-63,266	-78.6%	2Q	SEC ↗
27	Prospera Financial Services Inc	15,562	612K	+982	+6.7%	4Q	SEC ↗
28	Sunbelt Securities, Inc.	15,442	607K	—	+0.0%	3Q	SEC ↗
29	TRUIST FINANCIAL CORP	15,335	603K	-438	-2.8%	2Q	SEC ↗
30	Steward Partners Investment Advisory,	14,232	560K	+13,941	+4790.7%	2Q	SEC ↗
31	Centurion Wealth Management LLC	11,250	443K	-500	-4.3%	4Q	SEC ↗
32	Quantinno Capital Management LP NEW	9,801	386K	—	+0.0%	1Q	SEC ↗
33	Curated Wealth Partners LLC NEW	8,600	338K	—	+0.0%	1Q	SEC ↗
34	Aspen Investment Management Inc	8,080	318K	-2,625	-24.5%	3Q	SEC ↗
35	OSAIC HOLDINGS, INC.	7,910	311K	+3,830	+93.9%	2Q	SEC ↗
36	1620 INVESTMENT ADVISORS, INC. NEW	6,549	258K	—	+0.0%	1Q	SEC ↗
37	Sanctuary Advisors, LLC	6,240	245K	+413	+7.1%	2Q	SEC ↗
38	ARBOR CAPITAL MANAGEMENT INC /ADV NEW	5,770	227K	—	+0.0%	1Q	SEC ↗
39	Focus Partners Wealth NEW	5,653	222K	—	+0.0%	1Q	SEC ↗
40	Creative Planning NEW	5,434	214K	—	+0.0%	1Q	SEC ↗
41	UBS Group AG NEW	2,516	99K	—	+0.0%	1Q	SEC ↗
42	GILPIN WEALTH MANAGEMENT, LLC	2,400	94K	+1,200	+100.0%	2Q	SEC ↗
43	Farther Finance Advisors, LLC	2,015	79K	+365	+22.1%	4Q	SEC ↗
44	Coston, McIsaac & Partners	1,600	63K	+614	+62.3%	4Q	SEC ↗
45	Allied Private Wealth LLC NEW	1,426	56K	—	+0.0%	1Q	SEC ↗
46	NORTHWESTERN MUTUAL WEALTH MANAGEMENT	1,334	52K	-666	-33.3%	2Q	SEC ↗
47	Signature Equity Partners, LLC	1,317	52K	+532	+67.8%	2Q	SEC ↗
48	TD Waterhouse Canada Inc. NEW	912	36K	—	+0.0%	1Q	SEC ↗
49	Anchor Investment Management, LLC	500	20K	-1,500	-75.0%	7Q	SEC ↗
50	PRIVATE TRUST CO NA NEW	417	16K	—	+0.0%	1Q	SEC ↗

Recent Activity

New Positions (19)

Holder	Shares	Value
Beaumont Financial Advisors, LLC	199,831	8M
American Money Management, LLC	78,524	3M
Capital Investment Advisors, LLC	56,696	2M
J.W. COLE ADVISORS, INC.	49,026	2M
CIBC Bancorp USA Inc.	27,862	1M
Cerro Pacific Wealth Advisors LLC	20,284	798K
Quantinno Capital Management LP	9,801	386K
Curated Wealth Partners LLC	8,600	338K
1620 INVESTMENT ADVISORS, INC.	6,549	258K
ARBOR CAPITAL MANAGEMENT INC /ADV	5,770	227K
Focus Partners Wealth	5,653	222K
Creative Planning	5,434	214K
UBS Group AG	2,516	99K
Allied Private Wealth LLC	1,426	56K
TD Waterhouse Canada Inc.	912	36K
PRIVATE TRUST CO NA	417	16K
ASSETMARK, INC	199	8K
BROWN BROTHERS HARRIMAN & CO	100	4K
MERCER GLOBAL ADVISORS INC /ADV	28	1K

Sold Out (5)

Holder	Prev Shares	Prev Value
GTS SECURITIES LLC	9,322	367K
Colonial Trust Co / SC	2,000	79K
MAI Capital Management	590	23K
Western Wealth Management, LLC	339	13K
FIFTH THIRD BANCORP	329	13K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
New England Private Wealth Advisors	+31,208	+44.6%	101,241
ENVESTNET ASSET MANAGEMENT INC	+29,018	+13.9%	237,745
HighTower Advisors, LLC	+21,608	+3.0%	731,124
SIGNATURE ESTATE & INVESTMENT ADVIS	+14,479	+0.5%	2,657,417
Steward Partners Investment Advisor	+13,941	+4790.7%	14,232
Maltin Wealth Management, Inc.	+10,607	+4.1%	272,404
Grantham, Mayo, Van Otterloo & Co.	+10,269	+10.5%	108,193
FIDELITY D & D BANCORP INC	+6,654	+1.5%	451,896
INTERNATIONAL ASSETS INVESTMENT MAN	+6,624	+38.5%	23,846
Orcam Financial Group	+6,000	+28.5%	27,050
Janney Montgomery Scott LLC	+4,918	+20.8%	28,598
OSAIC HOLDINGS, INC.	+3,830	+93.9%	7,910
KESTRA PRIVATE WEALTH SERVICES, LLC	+2,450	+11.0%	24,735
GILPIN WEALTH MANAGEMENT, LLC	+1,200	+100.0%	2,400
Prospera Financial Services Inc	+982	+6.7%	15,562
Coston, McIsaac & Partners	+614	+62.3%	1,600
Signature Equity Partners, LLC	+532	+67.8%	1,317
PINNACLE ASSOCIATES LTD	+416	+0.1%	757,878
Sanctuary Advisors, LLC	+413	+7.1%	6,240
Farther Finance Advisors, LLC	+365	+22.1%	2,015

Biggest Decreases (13)

Holder	Reduced	Change %	Total Shares
JANE STREET GROUP, LLC	-271,655	-71.6%	107,744
CITADEL ADVISORS LLC	-227,876	-84.7%	41,044
SUSQUEHANNA INTERNATIONAL GROUP, LL	-63,266	-78.6%	17,258
Tempus Wealth Planning, LLC	-60,510	-76.9%	18,220
LPL Financial LLC	-6,477	-27.2%	17,306
Aspen Investment Management Inc	-2,625	-24.5%	8,080
Pathway Financial Advisors LLC	-2,365	-4.7%	47,468
Anchor Investment Management, LLC	-1,500	-75.0%	500
MORGAN STANLEY	-725	-63.6%	415
NORTHWESTERN MUTUAL WEALTH MANAGEME	-666	-33.3%	1,334
Centurion Wealth Management LLC	-500	-4.3%	11,250
TRUIST FINANCIAL CORP	-438	-2.8%	15,335
Hara Capital LLC	-157	-0.7%	21,360

GMOI Institutional Ownership

Institutional Ownership — GMOI

Ownership Trends

Top Institutional Holders (62 total)

Recent Activity

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