$30.84

+0.11 (+0.36%)

Weekly Expected Move ±0.6%

$30 $31 $31 $31 $31

ETF AMEX · AUM $423.7M

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

Institutional Ownership — HEDG

Institutional Holders

+2 vs prior quarter

0.0%

Ownership

+0.00pp

334M

Total Invested

New Positions

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (48 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	HighTower Advisors, LLC	2,685,759	83M	+10,404	+0.4%	3Q	SEC ↗
2	UBS Group AG	1,390,019	43M	-162,709	-10.5%	3Q	SEC ↗
3	Rockefeller Capital Management L.P.	951,354	29M	+162,245	+20.6%	3Q	SEC ↗
4	JOURNEY STRATEGIC WEALTH LLC	901,723	28M	+71,809	+8.7%	2Q	SEC ↗
5	ROYAL BANK OF CANADA	866,449	27M	+1,817	+0.2%	3Q	SEC ↗
6	ENZI WEALTH	585,334	18M	+41,635	+7.7%	3Q	SEC ↗
7	ELEVATION POINT WEALTH PARTNERS, LLC	567,283	17M	+103,597	+22.3%	2Q	SEC ↗
8	Vestmark Advisory Solutions, Inc.	564,091	17M	+104,702	+22.8%	2Q	SEC ↗
9	ENVESTNET ASSET MANAGEMENT INC	547,895	17M	+49,424	+9.9%	3Q	SEC ↗
10	Garden State Investment Advisory Servi	534,795	16M	-1,402	-0.3%	3Q	SEC ↗
11	Platform Technology Partners	305,957	9M	+26,340	+9.4%	3Q	SEC ↗
12	RAYMOND JAMES FINANCIAL INC	261,089	8M	+19,004	+7.9%	3Q	SEC ↗
13	Bramshill Investments, LLC	227,986	7M	+18,463	+8.8%	3Q	SEC ↗
14	AXXCESS WEALTH MANAGEMENT, LLC NEW	181,283	6M	—	+0.0%	1Q	SEC ↗
15	Darwin Wealth Management, LLC	181,283	6M	+8,964	+5.2%	3Q	SEC ↗
16	STIFEL FINANCIAL CORP	170,694	5M	+2,428	+1.4%	3Q	SEC ↗
17	Gladstone Institutional Advisory LLC	138,297	4M	+1,965	+1.4%	3Q	SEC ↗
18	KLINGENSTEIN FIELDS & CO LP	129,299	4M	-1,807	-1.4%	3Q	SEC ↗
19	NewEdge Advisors, LLC	126,407	4M	+10,494	+9.1%	3Q	SEC ↗
20	Vise Technologies, Inc.	119,385	4M	+25,561	+27.2%	3Q	SEC ↗
21	CHAPIN DAVIS, INC.	93,778	3M	-72	-0.1%	3Q	SEC ↗
22	Murphy, Middleton, Hinkle & Parker, In	92,945	3M	—	+0.0%	2Q	SEC ↗
23	Steward Partners Investment Advisory, NEW	74,115	2M	—	+0.0%	1Q	SEC ↗
24	Magnus Financial Group LLC	70,346	2M	-104	-0.1%	3Q	SEC ↗
25	COMMONWEALTH EQUITY SERVICES, LLC	60,421	2M	+192	+0.3%	3Q	SEC ↗
26	OPPENHEIMER & CO INC	57,246	2M	-2,722	-4.5%	3Q	SEC ↗
27	BLAIR WILLIAM & CO/IL	47,004	1M	+59	+0.1%	3Q	SEC ↗
28	Janney Montgomery Scott LLC	46,199	1M	+20	+0.0%	3Q	SEC ↗
29	Farther Finance Advisors, LLC NEW	32,325	997K	—	+0.0%	1Q	SEC ↗
30	OLD MISSION CAPITAL LLC NEW	18,810	580K	—	+0.0%	1Q	SEC ↗
31	Baird Financial Group, Inc.	16,111	497K	—	+0.0%	3Q	SEC ↗
32	JANE STREET GROUP, LLC	11,473	354K	-3,847	-25.1%	2Q	SEC ↗
33	Gotham Asset Management, LLC NEW	11,228	346K	—	+0.0%	1Q	SEC ↗
34	Robertson Stephens Wealth Management,	7,166	221K	-39	-0.5%	3Q	SEC ↗
35	FIFTH THIRD BANCORP	6,400	197K	+1,045	+19.5%	2Q	SEC ↗
36	WELLS FARGO & COMPANY/MN NEW	3,655	113K	—	+0.0%	1Q	SEC ↗
37	Plante Moran Financial Advisors, LLC NEW	3,018	93K	—	+0.0%	1Q	SEC ↗
38	TSFG, LLC NEW	1,281	40K	—	+0.0%	1Q	SEC ↗
39	CALDWELL SUTTER CAPITAL, INC.	200	6K	—	+0.0%	2Q	SEC ↗
40	CWM, LLC	200	6K	-427	-68.1%	2Q	SEC ↗
41	FMR LLC	37	1K	-10	-21.3%	3Q	SEC ↗
42	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0	0K	-9,348	-100.0%	1Q	SEC ↗
43	JONES FINANCIAL COMPANIES LLLP	0	0K	-308	-100.0%	1Q	SEC ↗
44	JPMORGAN CHASE & CO	0	0K	-5,284	-100.0%	1Q	SEC ↗
45	AE Wealth Management LLC	0	0K	-154	-100.0%	1Q	SEC ↗
46	Quantinno Capital Management LP	0	0K	-10,266	-100.0%	1Q	SEC ↗
47	MORGAN STANLEY	0	0K	-984	-100.0%	1Q	SEC ↗
48	Atria Investments, Inc	0	0K	-44,724	-100.0%	2Q	SEC ↗

Recent Activity

New Positions (8)

Holder	Shares	Value
AXXCESS WEALTH MANAGEMENT, LLC	181,283	6M
Steward Partners Investment Advisor	74,115	2M
Farther Finance Advisors, LLC	32,325	997K
OLD MISSION CAPITAL LLC	18,810	580K
Gotham Asset Management, LLC	11,228	346K
WELLS FARGO & COMPANY/MN	3,655	113K
Plante Moran Financial Advisors, LL	3,018	93K
TSFG, LLC	1,281	40K

Sold Out (7)

Holder	Prev Shares	Prev Value
Atria Investments, Inc	44,724	1M
Quantinno Capital Management LP	10,266	317K
SUSQUEHANNA INTERNATIONAL GROUP, LL	9,348	288K
JPMORGAN CHASE & CO	5,284	163K
MORGAN STANLEY	984	30K
JONES FINANCIAL COMPANIES LLLP	308	9K
AE Wealth Management LLC	154	5K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
Rockefeller Capital Management L.P.	+162,245	+20.6%	951,354
Vestmark Advisory Solutions, Inc.	+104,702	+22.8%	564,091
ELEVATION POINT WEALTH PARTNERS, LL	+103,597	+22.3%	567,283
JOURNEY STRATEGIC WEALTH LLC	+71,809	+8.7%	901,723
ENVESTNET ASSET MANAGEMENT INC	+49,424	+9.9%	547,895
ENZI WEALTH	+41,635	+7.7%	585,334
Platform Technology Partners	+26,340	+9.4%	305,957
Vise Technologies, Inc.	+25,561	+27.2%	119,385
RAYMOND JAMES FINANCIAL INC	+19,004	+7.9%	261,089
Bramshill Investments, LLC	+18,463	+8.8%	227,986
NewEdge Advisors, LLC	+10,494	+9.1%	126,407
HighTower Advisors, LLC	+10,404	+0.4%	2,685,759
Darwin Wealth Management, LLC	+8,964	+5.2%	181,283
STIFEL FINANCIAL CORP	+2,428	+1.4%	170,694
Gladstone Institutional Advisory LL	+1,965	+1.4%	138,297
ROYAL BANK OF CANADA	+1,817	+0.2%	866,449
FIFTH THIRD BANCORP	+1,045	+19.5%	6,400
COMMONWEALTH EQUITY SERVICES, LLC	+192	+0.3%	60,421
BLAIR WILLIAM & CO/IL	+59	+0.1%	47,004
Janney Montgomery Scott LLC	+20	+0.0%	46,199

Biggest Decreases (10)

Holder	Reduced	Change %	Total Shares
UBS Group AG	-162,709	-10.5%	1,390,019
JANE STREET GROUP, LLC	-3,847	-25.1%	11,473
OPPENHEIMER & CO INC	-2,722	-4.5%	57,246
KLINGENSTEIN FIELDS & CO LP	-1,807	-1.4%	129,299
Garden State Investment Advisory Se	-1,402	-0.3%	534,795
CWM, LLC	-427	-68.1%	200
Magnus Financial Group LLC	-104	-0.1%	70,346
CHAPIN DAVIS, INC.	-72	-0.1%	93,778
Robertson Stephens Wealth Managemen	-39	-0.5%	7,166
FMR LLC	-10	-21.3%	37

HEDG Institutional Ownership

Institutional Ownership — HEDG

Ownership Trends

Top Institutional Holders (48 total)

Recent Activity

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