$28.04

+0.06 (+0.21%)

Weekly Expected Move ±1.1%

$27 $28 $28 $28 $29

ETF AMEX · AUM $13.4B

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

Institutional Ownership — HDV

941

Institutional Holders

+19 vs prior quarter

0.0%

Ownership

+0.00pp

Total Invested

New Positions

784

Increased

Reduced

Closed

0.60

Put/Call Ratio

Ownership Trends

Top Institutional Holders (984 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	BANK OF AMERICA CORP /DE	20,579,379	577M	+16,495,638	+403.9%	15Q	SEC ↗
2	MORGAN STANLEY	17,370,883	487M	+13,889,687	+399.0%	60Q	SEC ↗
3	LPL Financial LLC	16,884,985	473M	+13,567,323	+408.9%	54Q	SEC ↗
4	UBS Group AG	7,979,758	224M	+6,427,825	+414.2%	47Q	SEC ↗
5	WELLS FARGO & COMPANY/MN	7,016,198	197M	+5,609,855	+398.9%	61Q	SEC ↗
6	JPMORGAN CHASE & CO	6,638,509	186M	+5,341,346	+411.8%	61Q	SEC ↗
7	ROYAL BANK OF CANADA	6,338,436	178M	+5,056,433	+394.4%	61Q	SEC ↗
8	JONES FINANCIAL COMPANIES LLLP	6,282,053	176M	+5,235,616	+500.3%	23Q	SEC ↗
9	ENVESTNET ASSET MANAGEMENT INC	6,135,794	172M	+4,945,223	+415.4%	58Q	SEC ↗
10	RAYMOND JAMES FINANCIAL INC	4,529,592	127M	+3,561,211	+367.7%	7Q	SEC ↗
11	Janney Montgomery Scott LLC	4,486,897	126M	+3,593,011	+402.0%	52Q	SEC ↗
12	SECURIAN ASSET MANAGEMENT, INC	3,569,010	100M	+2,855,208	+400.0%	45Q	SEC ↗
13	Cetera Investment Advisers	3,542,948	99M	+2,892,785	+444.9%	43Q	SEC ↗
14	M&T Bank Corp	3,340,337	94M	+2,673,770	+401.1%	20Q	SEC ↗
15	COMMONWEALTH EQUITY SERVICES, LLC	3,178,190	89M	+2,552,201	+407.7%	35Q	SEC ↗
16	BlackRock, Inc.	3,147,076	88M	+2,460,410	+358.3%	8Q	SEC ↗
17	AMERIPRISE FINANCIAL INC	2,959,921	83M	+2,057,779	+228.1%	16Q	SEC ↗
18	TRUIST FINANCIAL CORP	2,883,622	81M	+2,306,897	+400.0%	27Q	SEC ↗
19	BNP PARIBAS FINANCIAL MARKETS	2,535,010	71M	+1,531,571	+152.6%	11Q	SEC ↗
20	LBMC INVESTMENT ADVISORS, LLC	2,307,284	65M	+1,848,884	+403.3%	58Q	SEC ↗
21	Mariner, LLC	2,145,662	60M	+1,694,144	+375.2%	40Q	SEC ↗
22	OSAIC HOLDINGS, INC.	2,088,507	59M	+1,718,478	+464.4%	26Q	SEC ↗
23	FMR LLC	2,050,948	58M	+1,483,611	+261.5%	49Q	SEC ↗
24	MML INVESTORS SERVICES, LLC	1,721,703	48M	+1,417,045	+465.1%	37Q	SEC ↗
25	Steward Partners Investment Advisory,	1,490,723	42M	+1,180,423	+380.4%	39Q	SEC ↗
26	ALLIANCEBERNSTEIN L.P.	1,470,281	41M	+1,187,535	+420.0%	15Q	SEC ↗
27	Allianz Asset Management GmbH	1,377,900	39M	+920,500	+201.2%	3Q	SEC ↗
28	Private Advisor Group, LLC	1,361,188	38M	+1,104,161	+429.6%	51Q	SEC ↗
29	Townsend & Associates, Inc	1,311,868	37M	+1,047,749	+396.7%	28Q	SEC ↗
30	IFP Advisors, Inc	1,219,092	34M	+1,093,020	+867.0%	28Q	SEC ↗
31	REGIMEN WEALTH, LLC	1,203,858	34M	+968,476	+411.4%	15Q	SEC ↗
32	SBI Securities Co., Ltd.	1,180,822	33M	+939,831	+390.0%	7Q	SEC ↗
33	WEALTH ENHANCEMENT ADVISORY SERVICES,	1,151,334	32M	+927,688	+414.8%	12Q	SEC ↗
34	Kestra Advisory Services, LLC	1,101,619	31M	+896,746	+437.7%	24Q	SEC ↗
35	NORTHWESTERN MUTUAL WEALTH MANAGEMENT	1,080,660	30M	+821,692	+317.3%	43Q	SEC ↗
36	Aptus Capital Advisors, LLC	1,016,944	29M	+1,015,512	+70915.6%	12Q	SEC ↗
37	Cambridge Investment Research Advisors	992,912	28M	+809,316	+440.8%	53Q	SEC ↗
38	VAUGHAN & Co SECURITIES, INC.	910,132	26M	+728,470	+401.0%	27Q	SEC ↗
39	Rockefeller Capital Management L.P.	894,746	25M	+692,733	+342.9%	27Q	SEC ↗
40	Simmons Bank	872,596	24M	+696,412	+395.3%	42Q	SEC ↗
41	Atwater Malick LLC	860,904	24M	+719,601	+509.3%	19Q	SEC ↗
42	Kohmann Bosshard Financial Services, L	845,826	24M	+682,068	+416.5%	30Q	SEC ↗
43	STIFEL FINANCIAL CORP	842,993	24M	+677,878	+410.5%	49Q	SEC ↗
44	SWEENEY & MICHEL, LLC	836,134	23M	+679,765	+434.7%	6Q	SEC ↗
45	FIFTH THIRD BANCORP	826,398	23M	+658,439	+392.0%	8Q	SEC ↗
46	HB Wealth Management, LLC	819,098	23M	+650,984	+387.2%	19Q	SEC ↗
47	Wharton Business Group, LLC	799,575	22M	+607,137	+315.5%	44Q	SEC ↗
48	Waverly Advisors, LLC	791,070	22M	+629,612	+390.0%	17Q	SEC ↗
49	Creative Planning	765,835	21M	+612,575	+399.7%	44Q	SEC ↗
50	Integrated Wealth Concepts LLC	692,567	19M	+658,923	+1958.5%	35Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
McElhenny Sheffield Capital Managem	620,715	17M
Roehl & Yi Investment Advisors, LLC	393,167	11M
Global Retirement Partners, LLC	336,832	9M
MEMBERS CAPITAL ADVISORS INC	248,675	7M
Virtue Capital Management, LLC	241,147	7M
Viaable, LLC	189,809	5M
IFG Advisory, LLC	175,483	5M
Diversify Advisory Services, LLC	124,327	3M
GTS SECURITIES LLC	120,556	3M
Tidal Investments LLC	105,698	3M
FLOW TRADERS U.S. LLC	61,189	2M
Y-Intercept (Hong Kong) Ltd	45,186	1M
D. E. Shaw & Co., Inc.	42,920	1M
Planning Strategies Inc.	42,918	1M
Coppell Advisory Solutions LLC	39,497	1M
Chevy Chase Trust Holdings, LLC	39,235	1M
Vise Technologies, Inc.	35,178	986K
Simplicity Wealth,LLC	34,082	956K
BEAM WEALTH ADVISORS, INC.	31,246	876K
Raleigh Capital Management Inc.	27,420	769K

Sold Out (20)

Holder	Prev Shares	Prev Value
Engineers Gate Manager LP	231,014	6M
Meiji Yasuda Life Insurance Co	166,097	5M
PRUDENTIAL PLC	157,000	4M
MILLENNIUM MANAGEMENT LLC	141,786	4M
SteelPeak Wealth, LLC	86,786	2M
Quadrature Capital Ltd	73,235	2M
Redhawk Wealth Advisors, Inc.	58,857	2M
Accurate Wealth Management, LLC	47,030	1M
TUDOR INVESTMENT CORP ET AL	36,522	1M
ASHTON THOMAS SECURITIES, LLC	20,270	568K
Calamos Advisors LLC	18,211	511K
Jump Financial, LLC	15,713	441K
Icon Wealth Advisors, LLC	14,481	406K
Twin Tree Management, LP	14,162	397K
Independent Advisor Alliance	10,504	295K
SIGNATURE ESTATE & INVESTMENT ADVIS	8,551	240K
ORLEANS CAPITAL MANAGEMENT CORP/LA	6,981	196K
EVOKE WEALTH, LLC	6,430	180K
LAZARD ASSET MANAGEMENT LLC	5,300	149K
NOMURA ASSET MANAGEMENT CO LTD	4,990	140K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
BANK OF AMERICA CORP /DE	+16,495,638	+403.9%	20,579,379
MORGAN STANLEY	+13,889,687	+399.0%	17,370,883
LPL Financial LLC	+13,567,323	+408.9%	16,884,985
UBS Group AG	+6,427,825	+414.2%	7,979,758
WELLS FARGO & COMPANY/MN	+5,609,855	+398.9%	7,016,198
JPMORGAN CHASE & CO	+5,341,346	+411.8%	6,638,509
JONES FINANCIAL COMPANIES LLLP	+5,235,616	+500.3%	6,282,053
ROYAL BANK OF CANADA	+5,056,433	+394.4%	6,338,436
ENVESTNET ASSET MANAGEMENT INC	+4,945,223	+415.4%	6,135,794
Janney Montgomery Scott LLC	+3,593,011	+402.0%	4,486,897
RAYMOND JAMES FINANCIAL INC	+3,561,211	+367.7%	4,529,592
Cetera Investment Advisers	+2,892,785	+444.9%	3,542,948
SECURIAN ASSET MANAGEMENT, INC	+2,855,208	+400.0%	3,569,010
M&T Bank Corp	+2,673,770	+401.1%	3,340,337
COMMONWEALTH EQUITY SERVICES, LLC	+2,552,201	+407.7%	3,178,190
BlackRock, Inc.	+2,460,410	+358.3%	3,147,076
TRUIST FINANCIAL CORP	+2,306,897	+400.0%	2,883,622
AMERIPRISE FINANCIAL INC	+2,057,779	+228.1%	2,959,921
LBMC INVESTMENT ADVISORS, LLC	+1,848,884	+403.3%	2,307,284
OSAIC HOLDINGS, INC.	+1,718,478	+464.4%	2,088,507

Biggest Decreases (18)

Holder	Reduced	Change %	Total Shares
SYKON CAPITAL LLC	-94,475	-90.4%	10,013
Convergence Financial, LLC	-32,059	-78.6%	8,715
Jackson Wealth Management, LLC	-18,019	-61.1%	11,479
Aventus Investment Advisors, Inc.	-14,470	-86.0%	2,350
XTX Topco Ltd	-11,005	-44.9%	13,489
GeoWealth Management, LLC	-7,327	-46.2%	8,533
SUSQUEHANNA INTERNATIONAL GROUP, LL	-7,083	-13.4%	45,609
Bogart Wealth, LLC	-1,800	-55.9%	1,420
WELLINGTON-ALTUS USA INC.	-880	-80.0%	220
UBS AM, a distinct business unit of	-542	-3.5%	15,067
MONETA GROUP INVESTMENT ADVISORS LL	-351	-0.5%	72,265
BARTLETT & CO. WEALTH MANAGEMENT LL	-290	-50.0%	290
Cornerstone Planning Group LLC	-253	-6.1%	3,865
HBK Sorce Advisory LLC	-230	-1.5%	14,830
BETO FINANCIAL GROUP, LLC	-165	-0.5%	31,172
Pathfinder Wealth Consulting, Inc.	-73	-0.4%	16,315
Jaffetilchin Investment Partners, L	-55	-0.4%	14,974
CPWA, LLC	-9	-0.1%	13,547

HDV Institutional Ownership

Institutional Ownership — HDV

Ownership Trends

Top Institutional Holders (984 total)

Recent Activity

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