$27.00

+0.10 (+0.37%)

Weekly Expected Move ±1.2%

$26 $27 $27 $27 $28

ETF CBOE · AUM $540.9M

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

Institutional Ownership — HEGD

Institutional Holders

-2 vs prior quarter

0.0%

Ownership

+0.00pp

513M

Total Invested

New Positions

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (98 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	CWM, LLC	4,586,482	124M	+694,636	+17.8%	17Q	SEC ↗
2	Taylor Securities Services, Inc.	2,360,663	64M	+203,739	+9.4%	3Q	SEC ↗
3	Blueprint Investment Partners LLC	1,658,700	45M	+101,890	+6.5%	7Q	SEC ↗
4	Swan Global Investments, LLC	1,569,429	42M	-22,752	-1.4%	12Q	SEC ↗
5	LPL Financial LLC	1,518,861	41M	+106,261	+7.5%	17Q	SEC ↗
6	NewEdge Advisors, LLC	1,397,996	38M	-10,131	-0.7%	9Q	SEC ↗
7	Blueprint Financial Advisors LLC	857,002	23M	+92,103	+12.0%	6Q	SEC ↗
8	ENVESTNET ASSET MANAGEMENT INC	845,273	23M	-11,416	-1.3%	22Q	SEC ↗
9	Legacy CG, LLC	751,283	20M	+64,571	+9.4%	3Q	SEC ↗
10	Beacon Pointe Advisors, LLC	650,777	18M	+57,625	+9.7%	23Q	SEC ↗
11	LAUREL OAK WEALTH MANAGEMENT, LLC	630,722	17M	+142,243	+29.1%	3Q	SEC ↗
12	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	623,845	17M	-102,323	-14.1%	2Q	SEC ↗
13	Financial Designs Corp	607,632	16M	+61,290	+11.2%	6Q	SEC ↗
14	Avior Wealth Management, LLC	533,624	14M	-42,501	-7.4%	10Q	SEC ↗
15	RAYMOND JAMES FINANCIAL INC	488,134	13M	+30,984	+6.8%	7Q	SEC ↗
16	MY Wealth Management Inc. NEW	429,643	12M	—	+0.0%	1Q	SEC ↗
17	Ausdal Financial Partners, Inc.	376,676	10M	+7,099	+1.9%	6Q	SEC ↗
18	Atria Investments, Inc	331,070	9M	+10,156	+3.2%	13Q	SEC ↗
19	Spartan Planning & Wealth Management	308,649	8M	+13,679	+4.6%	7Q	SEC ↗
20	RETIREMENT GUYS FORMULA LLC	294,582	8M	+5,447	+1.9%	19Q	SEC ↗
21	Cambridge Investment Research Advisors	291,066	8M	+10,316	+3.7%	22Q	SEC ↗
22	Inspire Advisors, LLC	282,321	8M	+50,355	+21.7%	2Q	SEC ↗
23	Ethos Financial Group, LLC NEW	267,815	7M	—	+0.0%	1Q	SEC ↗
24	J.W. COLE ADVISORS, INC.	212,929	6M	+40,581	+23.5%	3Q	SEC ↗
25	Marshall & Sterling Wealth Advisors In	189,652	5M	+37,911	+25.0%	7Q	SEC ↗
26	STIFEL FINANCIAL CORP	152,252	4M	+17,401	+12.9%	19Q	SEC ↗
27	AQR CAPITAL MANAGEMENT LLC NEW	134,801	4M	—	+0.0%	1Q	SEC ↗
28	MOSAIC FAMILY WEALTH PARTNERS, LLC	126,259	3M	+117,150	+1286.1%	3Q	SEC ↗
29	LaSalle St. Investment Advisors, LLC	107,561	3M	+473	+0.4%	6Q	SEC ↗
30	WORLD EQUITY GROUP, INC.	102,912	3M	+68,615	+200.1%	4Q	SEC ↗
31	COMMONWEALTH EQUITY SERVICES, LLC	85,690	2M	-2,612	-3.0%	21Q	SEC ↗
32	Thompson David Blair	82,627	2M	-5,098	-5.8%	3Q	SEC ↗
33	SENTINEL PENSION ADVISORS, LLC	76,700	2M	+7,981	+11.6%	3Q	SEC ↗
34	Barnes Wealth Management Group, Inc	58,135	2M	+4,687	+8.8%	7Q	SEC ↗
35	Camarda Financial Advisors, LLC	54,228	1M	+2,521	+4.9%	7Q	SEC ↗
36	Kingsview Wealth Management, LLC	43,526	1M	-1,209	-2.7%	21Q	SEC ↗
37	Private Advisor Group, LLC	42,611	1M	+3,167	+8.0%	10Q	SEC ↗
38	Baird Financial Group, Inc.	41,690	1M	-34,420	-45.2%	17Q	SEC ↗
39	INTEGRITY ALLIANCE, LLC.	40,570	1M	+56	+0.1%	3Q	SEC ↗
40	CHILTON CAPITAL MANAGEMENT LLC	38,060	1M	-2,633	-6.5%	12Q	SEC ↗
41	Regal Investment Advisors LLC	35,188	950K	+4,712	+15.5%	2Q	SEC ↗
42	RIVERCHASE WEALTH MANAGEMENT, LLC	34,233	924K	+1,446	+4.4%	7Q	SEC ↗
43	OLD MISSION CAPITAL LLC NEW	31,820	859K	—	+0.0%	1Q	SEC ↗
44	Vise Technologies, Inc.	29,268	790K	+19,415	+197.0%	5Q	SEC ↗
45	Cetera Investment Advisers	29,136	787K	+3,051	+11.7%	2Q	SEC ↗
46	Momentum Wealth Planning, LLC	29,107	786K	-100	-0.3%	2Q	SEC ↗
47	OSAIC HOLDINGS, INC.	28,303	764K	+14,394	+103.5%	22Q	SEC ↗
48	SIGNATURE ESTATE & INVESTMENT ADVISORS	26,406	713K	-148	-0.6%	9Q	SEC ↗
49	MML INVESTORS SERVICES, LLC	26,015	702K	-9,268	-26.3%	6Q	SEC ↗
50	CreativeOne Wealth, LLC	23,385	631K	-5,384	-18.7%	8Q	SEC ↗

Recent Activity

New Positions (10)

Holder	Shares	Value
MY Wealth Management Inc.	429,643	12M
Ethos Financial Group, LLC	267,815	7M
AQR CAPITAL MANAGEMENT LLC	134,801	4M
OLD MISSION CAPITAL LLC	31,820	859K
JANE STREET GROUP, LLC	11,798	319K
Synergy Asset Management, LLC	9,496	256K
Global Retirement Partners, LLC	7,917	214K
UBS Group AG	7,579	205K
JONES FINANCIAL COMPANIES LLLP	2,764	75K
MORGAN STANLEY	1	0K

Sold Out (12)

Holder	Prev Shares	Prev Value
FRANKLIN RESOURCES INC	513,742	14M
Orion Porfolio Solutions, LLC	84,314	2M
VISTA INVESTMENT PARTNERS II, LLC	78,139	2M
Independent Advisor Alliance	55,323	1M
Csenge Advisory Group	31,322	846K
BANK OF AMERICA CORP /DE	19,572	528K
WELLS FARGO & COMPANY/MN	18,718	505K
GTS SECURITIES LLC	15,461	417K
Hilltop Holdings Inc.	11,928	322K
IHT Wealth Management, LLC	8,960	242K
JOURNEY STRATEGIC WEALTH LLC	8,831	238K
Equitable Holdings, Inc.	8,250	223K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
CWM, LLC	+694,636	+17.8%	4,586,482
Taylor Securities Services, Inc.	+203,739	+9.4%	2,360,663
LAUREL OAK WEALTH MANAGEMENT, LLC	+142,243	+29.1%	630,722
MOSAIC FAMILY WEALTH PARTNERS, LLC	+117,150	+1286.1%	126,259
LPL Financial LLC	+106,261	+7.5%	1,518,861
Blueprint Investment Partners LLC	+101,890	+6.5%	1,658,700
Blueprint Financial Advisors LLC	+92,103	+12.0%	857,002
WORLD EQUITY GROUP, INC.	+68,615	+200.1%	102,912
Legacy CG, LLC	+64,571	+9.4%	751,283
Financial Designs Corp	+61,290	+11.2%	607,632
Beacon Pointe Advisors, LLC	+57,625	+9.7%	650,777
Inspire Advisors, LLC	+50,355	+21.7%	282,321
J.W. COLE ADVISORS, INC.	+40,581	+23.5%	212,929
Marshall & Sterling Wealth Advisors	+37,911	+25.0%	189,652
RAYMOND JAMES FINANCIAL INC	+30,984	+6.8%	488,134
Vise Technologies, Inc.	+19,415	+197.0%	29,268
STIFEL FINANCIAL CORP	+17,401	+12.9%	152,252
OSAIC HOLDINGS, INC.	+14,394	+103.5%	28,303
Spartan Planning & Wealth Managemen	+13,679	+4.6%	308,649
Cambridge Investment Research Advis	+10,316	+3.7%	291,066

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	-102,323	-14.1%	623,845
Avior Wealth Management, LLC	-42,501	-7.4%	533,624
Baird Financial Group, Inc.	-34,420	-45.2%	41,690
Swan Global Investments, LLC	-22,752	-1.4%	1,569,429
ENVESTNET ASSET MANAGEMENT INC	-11,416	-1.3%	845,273
NewEdge Advisors, LLC	-10,131	-0.7%	1,397,996
MML INVESTORS SERVICES, LLC	-9,268	-26.3%	26,015
EverSource Wealth Advisors, LLC	-8,289	-44.9%	10,157
CreativeOne Wealth, LLC	-5,384	-18.7%	23,385
Thompson David Blair	-5,098	-5.8%	82,627
CHILTON CAPITAL MANAGEMENT LLC	-2,633	-6.5%	38,060
COMMONWEALTH EQUITY SERVICES, LLC	-2,612	-3.0%	85,690
Kingsview Wealth Management, LLC	-1,209	-2.7%	43,526
Prosperity Financial Group, Inc.	-1,113	-7.6%	13,476
WCG Wealth Advisors LLC	-1,056	-5.9%	16,953
Mutual Advisors, LLC	-500	-2.2%	21,809
WEALTH ENHANCEMENT ADVISORY SERVICE	-325	-2.4%	13,147
TRUIST FINANCIAL CORP	-283	-1.9%	14,327
SIGNATURE ESTATE & INVESTMENT ADVIS	-148	-0.6%	26,406
Momentum Wealth Planning, LLC	-100	-0.3%	29,107

HEGD Institutional Ownership

Institutional Ownership — HEGD

Ownership Trends

Top Institutional Holders (98 total)

Recent Activity

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