$69.42

+0.23 (+0.33%)

Weekly Expected Move ±0.9%

$68 $69 $69 $70 $71

ETF AMEX · AUM $4.0B

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

Institutional Ownership — HELO

414

Institutional Holders

+3 vs prior quarter

0.0%

Ownership

+0.00pp

Total Invested

New Positions

169

Increased

166

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (442 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	LPL Financial LLC	3,615,195	251M	+156,242	+4.5%	9Q	SEC ↗
2	Forvis Mazars Wealth Advisors, LLC	3,326,812	231M	+432,788	+15.0%	9Q	SEC ↗
3	Bank of New York Mellon Corp	2,360,277	164M	+130,624	+5.9%	5Q	SEC ↗
4	BANK OF AMERICA CORP /DE	2,330,627	162M	-89,531	-3.7%	6Q	SEC ↗
5	RAYMOND JAMES FINANCIAL INC	1,876,569	130M	+45,852	+2.5%	7Q	SEC ↗
6	WEALTH ENHANCEMENT ADVISORY SERVICES,	1,868,372	130M	+162,128	+9.5%	10Q	SEC ↗
7	ENVESTNET ASSET MANAGEMENT INC	1,727,596	120M	-836,682	-32.6%	10Q	SEC ↗
8	Cetera Investment Advisers	1,679,081	117M	+94,735	+6.0%	10Q	SEC ↗
9	AMERIPRISE FINANCIAL INC	1,223,032	85M	+246,372	+25.2%	4Q	SEC ↗
10	OSAIC HOLDINGS, INC.	1,120,018	78M	-769,640	-40.7%	11Q	SEC ↗
11	HighTower Advisors, LLC	1,031,619	72M	+27,149	+2.7%	10Q	SEC ↗
12	UBS Group AG	878,512	61M	-40,796	-4.4%	10Q	SEC ↗
13	Focus Partners Wealth	824,518	57M	+43,864	+5.6%	9Q	SEC ↗
14	RWA WEALTH PARTNERS, LLC	763,321	53M	+54,750	+7.7%	5Q	SEC ↗
15	Peterson Wealth Advisors, LLC	732,936	51M	+26,619	+3.8%	11Q	SEC ↗
16	COMMONWEALTH EQUITY SERVICES, LLC	694,764	48M	-54,629	-7.3%	11Q	SEC ↗
17	CGC Financial Services, LLC	664,952	46M	-425,098	-39.0%	11Q	SEC ↗
18	Taylor Securities Services, Inc.	605,044	42M	-90,013	-13.0%	3Q	SEC ↗
19	MML INVESTORS SERVICES, LLC	554,895	39M	+94,917	+20.6%	9Q	SEC ↗
20	UNITED CAPITAL FINANCIAL ADVISORS, LLC	523,484	36M	+74,633	+16.6%	7Q	SEC ↗
21	JPMORGAN CHASE & CO	505,952	35M	-37,792	-7.0%	10Q	SEC ↗
22	ROYAL BANK OF CANADA	505,473	35M	-5,830	-1.1%	9Q	SEC ↗
23	Cambridge Investment Research Advisors	489,423	34M	+82,279	+20.2%	11Q	SEC ↗
24	STIFEL FINANCIAL CORP	433,529	30M	-3,555	-0.8%	8Q	SEC ↗
25	Private Advisor Group, LLC	414,322	29M	+150,308	+56.9%	9Q	SEC ↗
26	PINNACLE ASSOCIATES LTD	380,100	26M	+142,540	+60.0%	6Q	SEC ↗
27	Advisory Services Network, LLC	372,150	26M	+55,528	+17.5%	9Q	SEC ↗
28	Brookstone Capital Management	358,377	25M	+60,188	+20.2%	11Q	SEC ↗
29	Garrett Wealth Advisory Group, LLC	308,308	21M	+16,290	+5.6%	2Q	SEC ↗
30	Joseph Group Capital Management NEW	307,601	21M	—	+0.0%	1Q	SEC ↗
31	Longview Financial Advisors LLC	288,873	20M	+22,127	+8.3%	7Q	SEC ↗
32	Campbell Deegan Wealth Management, LLC	277,002	19M	+12,065	+4.6%	7Q	SEC ↗
33	HTG Investment Advisors, Inc.	267,027	19M	+5,480	+2.1%	7Q	SEC ↗
34	Carr Financial Group Corp	263,768	18M	+14,034	+5.6%	9Q	SEC ↗
35	Leo Wealth, LLC	243,451	17M	-13,460	-5.2%	2Q	SEC ↗
36	CENTRAL TRUST Co	223,479	16M	+20,226	+10.0%	10Q	SEC ↗
37	Aspire Capital Advisors LLC	205,341	14M	+3,509	+1.7%	10Q	SEC ↗
38	CARY STREET PARTNERS FINANCIAL LLC	202,248	14M	-20,544	-9.2%	7Q	SEC ↗
39	PATTEN & PATTEN INC/TN	201,158	14M	-10,807	-5.1%	10Q	SEC ↗
40	SIGNATUREFD, LLC	197,246	14M	-10,601	-5.1%	8Q	SEC ↗
41	WealthPlan Investment Management, LLC	195,672	14M	-6,092	-3.0%	8Q	SEC ↗
42	Capital Planning Advisors, LLC	192,856	13M	+5,390	+2.9%	10Q	SEC ↗
43	NewEdge Advisors, LLC	185,983	13M	-19,439	-9.5%	7Q	SEC ↗
44	Bluespring Wealth Management, LLC NEW	185,879	13M	—	+0.0%	1Q	SEC ↗
45	Crewe Advisors LLC	183,760	13M	+4,089	+2.3%	5Q	SEC ↗
46	Wick Capital Partners, LLC	175,600	12M	-21	-0.0%	6Q	SEC ↗
47	Owl Creek Wealth Partners LLC	173,970	12M	+7,136	+4.3%	2Q	SEC ↗
48	Avidian Wealth Enterprises, LLC	173,900	12M	+3,996	+2.4%	2Q	SEC ↗
49	Avior Wealth Management, LLC	173,665	12M	+1,237	+0.7%	5Q	SEC ↗
50	MAI Capital Management	170,900	12M	+27,744	+19.4%	7Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
Joseph Group Capital Management	307,601	21M
Bluespring Wealth Management, LLC	185,879	13M
Coppell Advisory Solutions LLC	57,923	4M
IMA Advisory Services, Inc.	29,616	2M
AXXCESS WEALTH MANAGEMENT, LLC	29,081	2M
J.W. COLE ADVISORS, INC.	20,931	1M
Clearstead Advisors, LLC	16,000	1M
Nuveen, LLC	10,348	718K
PNC Financial Services Group, Inc.	10,050	698K
ORBA Wealth Advisors, L.L.C.	8,671	602K
Global Retirement Partners, LLC	7,177	498K
Tradewinds, LLC.	7,050	489K
Chris Bulman Inc	6,429	446K
E6 Portfolios, LLC	5,579	387K
Accurate Wealth Management, LLC	4,582	318K
Bond & Devick Financial Network, In	4,441	308K
Alliance Wealth Advisors, LLC	3,850	267K
Arbor Investment Advisors, LLC	3,647	253K
CORA CAPITAL ADVISORS LLC	3,450	239K
Kestra Investment Management, LLC	3,436	239K

Sold Out (20)

Holder	Prev Shares	Prev Value
Mariner, LLC	329,299	23M
SkyView Investment Advisors, LLC	96,624	7M
JANE STREET GROUP, LLC	51,550	4M
RETIREMENT GUYS FORMULA LLC	50,881	4M
Independent Advisor Alliance	48,301	3M
PRINCIPAL SECURITIES, INC.	31,346	2M
CITADEL ADVISORS LLC	28,397	2M
Bright Futures Wealth Management, L	27,777	2M
Mattson Financial Services, LLC	25,904	2M
Brown Financial Advisors	24,312	2M
OLD MISSION CAPITAL LLC	22,587	2M
Sigma Planning Corp	18,582	1M
Jefferies Financial Group Inc.	14,214	987K
Sanctuary Advisors, LLC	10,620	737K
Rockefeller Capital Management L.P.	10,100	701K
PREVAIL INNOVATIVE WEALTH ADVISORS,	7,907	549K
Dynasty Wealth Management, LLC	6,692	465K
Vantage Point Financial LLC	5,811	403K
Paladin Wealth, LLC	4,818	334K
RENAISSANCE TECHNOLOGIES LLC	4,621	321K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
Forvis Mazars Wealth Advisors, LLC	+432,788	+15.0%	3,326,812
AMERIPRISE FINANCIAL INC	+246,372	+25.2%	1,223,032
WEALTH ENHANCEMENT ADVISORY SERVICE	+162,128	+9.5%	1,868,372
LPL Financial LLC	+156,242	+4.5%	3,615,195
Private Advisor Group, LLC	+150,308	+56.9%	414,322
PINNACLE ASSOCIATES LTD	+142,540	+60.0%	380,100
Bank of New York Mellon Corp	+130,624	+5.9%	2,360,277
MML INVESTORS SERVICES, LLC	+94,917	+20.6%	554,895
Cetera Investment Advisers	+94,735	+6.0%	1,679,081
Cambridge Investment Research Advis	+82,279	+20.2%	489,423
UNITED CAPITAL FINANCIAL ADVISORS,	+74,633	+16.6%	523,484
Brookstone Capital Management	+60,188	+20.2%	358,377
Advisory Services Network, LLC	+55,528	+17.5%	372,150
RWA WEALTH PARTNERS, LLC	+54,750	+7.7%	763,321
Allegheny Financial Group	+51,651	+43.9%	169,329
RAYMOND JAMES FINANCIAL INC	+45,852	+2.5%	1,876,569
Focus Partners Wealth	+43,864	+5.6%	824,518
DAYMARK WEALTH PARTNERS, LLC	+37,890	+33.2%	152,116
WELLS FARGO & COMPANY/MN	+33,799	+4023.7%	34,639
Ameritas Advisory Services, LLC	+32,707	+166.2%	52,391

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
Legacy Financial Group LLC	-854,893	-88.4%	112,131
ENVESTNET ASSET MANAGEMENT INC	-836,682	-32.6%	1,727,596
OSAIC HOLDINGS, INC.	-769,640	-40.7%	1,120,018
CGC Financial Services, LLC	-425,098	-39.0%	664,952
Triad Wealth Partners, LLC	-276,064	-98.3%	4,706
GREAT VALLEY ADVISOR GROUP, INC.	-177,377	-83.2%	35,696
Integrated Wealth Concepts LLC	-122,003	-75.1%	40,460
AVAII WEALTH MANAGEMENT, LLC	-120,779	-91.9%	10,599
Taylor Securities Services, Inc.	-90,013	-13.0%	605,044
BANK OF AMERICA CORP /DE	-89,531	-3.7%	2,330,627
CreativeOne Wealth, LLC	-72,886	-39.9%	109,740
USAdvisors Wealth Management, LLC	-66,133	-53.8%	56,717
Skyline Advisors, Inc.	-65,892	-70.5%	27,596
COMMONWEALTH EQUITY SERVICES, LLC	-54,629	-7.3%	694,764
Envestnet Portfolio Solutions, Inc.	-50,240	-52.9%	44,673
UBS Group AG	-40,796	-4.4%	878,512
JPMORGAN CHASE & CO	-37,792	-7.0%	505,952
Patriot Financial Group Insurance A	-32,579	-51.9%	30,157
BLUEDOOR PRIVATE WEALTH, LLC	-28,433	-23.2%	94,221
Cooper Financial Group	-28,291	-30.9%	63,317

HELO Institutional Ownership

Institutional Ownership — HELO

Ownership Trends

Top Institutional Holders (442 total)

Recent Activity

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