HNDL Institutional Ownership
Strategy Shares Nasdaq 7HANDL Index ETF
1W: -0.7%
1M: -2.9%
3M: -4.7%
YTD: -0.7%
1Y: -1.5%
3Y: +33.0%
5Y: +15.1%
$21.67
+0.08 (+0.37%)
Weekly Expected Move ±1.2%
$21
$21
$22
$22
$22
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — HNDL
111
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
69M
Total Invested
14
New Positions
28
Increased
36
Reduced
8
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (122 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 617,640 | $13M | -82,101 | -11.7% | 32Q | SEC ↗ |
| 2 | Cambridge Investment Research Advisors | 426,309 | $9M | +19,917 | +4.9% | 30Q | SEC ↗ |
| 3 | OSAIC HOLDINGS, INC. | 209,349 | $5M | +21,518 | +11.5% | 26Q | SEC ↗ |
| 4 | Summit Financial, LLC | 186,552 | $4M | -7,734 | -4.0% | 4Q | SEC ↗ |
| 5 | NFSG Corp | 106,418 | $2M | +959 | +0.9% | 22Q | SEC ↗ |
| 6 | Cetera Investment Advisers | 105,468 | $2M | -629 | -0.6% | 21Q | SEC ↗ |
| 7 | Berger Financial Group, Inc | 79,284 | $2M | -11,164 | -12.3% | 23Q | SEC ↗ |
| 8 | Creative Planning | 72,247 | $2M | +1,150 | +1.6% | 19Q | SEC ↗ |
| 9 | Kestra Advisory Services, LLC | 70,399 | $2M | -66,500 | -48.6% | 5Q | SEC ↗ |
| 10 | MML INVESTORS SERVICES, LLC | 67,725 | $1M | +19,773 | +41.2% | 22Q | SEC ↗ |
| 11 | Larson Financial Group LLC | 61,290 | $1M | -1,700 | -2.7% | 13Q | SEC ↗ |
| 12 | Sanctuary Advisors, LLC | 59,338 | $1M | +11,872 | +25.0% | 6Q | SEC ↗ |
| 13 | JPMORGAN CHASE & CO | 57,184 | $1M | +11,853 | +26.1% | 9Q | SEC ↗ |
| 14 | OxenFree Capital LLC | 53,708 | $1M | +3,744 | +7.5% | 11Q | SEC ↗ |
| 15 | IHT Wealth Management, LLC NEW | 51,003 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 16 | Wellington Shields & Co., LLC | 49,225 | $1M | +17,230 | +53.9% | 3Q | SEC ↗ |
| 17 | RFG Advisory, LLC | 47,859 | $1M | +4,594 | +10.6% | 18Q | SEC ↗ |
| 18 | J.W. COLE ADVISORS, INC. | 42,687 | $925K | -173 | -0.4% | 20Q | SEC ↗ |
| 19 | HARBOUR INVESTMENTS, INC. | 40,896 | $886K | -2,228 | -5.2% | 17Q | SEC ↗ |
| 20 | Sowell Financial Services LLC | 40,232 | $872K | +22 | +0.1% | 17Q | SEC ↗ |
| 21 | GTS SECURITIES LLC | 37,649 | $816K | +8,764 | +30.3% | 3Q | SEC ↗ |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | 35,095 | $761K | -272 | -0.8% | 22Q | SEC ↗ |
| 23 | ENVESTNET ASSET MANAGEMENT INC | 30,390 | $659K | -2,057 | -6.3% | 21Q | SEC ↗ |
| 24 | NewEdge Advisors, LLC | 23,325 | $505K | -3,140 | -11.9% | 18Q | SEC ↗ |
| 25 | BEAM WEALTH ADVISORS, INC. | 21,207 | $460K | -2,981 | -12.3% | 27Q | SEC ↗ |
| 26 | HighTower Advisors, LLC | 20,204 | $438K | -1,632 | -7.5% | 12Q | SEC ↗ |
| 27 | Accel Wealth Management | 19,339 | $419K | -512 | -2.6% | 23Q | SEC ↗ |
| 28 | Private Advisor Group, LLC | 17,112 | $371K | -91,281 | -84.2% | 22Q | SEC ↗ |
| 29 | Arkadios Wealth Advisors | 16,985 | $368K | +768 | +4.7% | 9Q | SEC ↗ |
| 30 | Asset Allocation Strategies LLC | 16,960 | $368K | +662 | +4.1% | 15Q | SEC ↗ |
| 31 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 16,081 | $348K | -135 | -0.8% | 17Q | SEC ↗ |
| 32 | JANE STREET GROUP, LLC NEW | 15,090 | $327K | — | +0.0% | 1Q | SEC ↗ |
| 33 | Jackson Hole Capital Partners, LLC | 15,000 | $325K | — | +0.0% | 2Q | SEC ↗ |
| 34 | Lido Advisors, LLC NEW | 15,000 | $325K | — | +0.0% | 1Q | SEC ↗ |
| 35 | Janney Montgomery Scott LLC | 14,438 | $313K | +2,053 | +16.6% | 4Q | SEC ↗ |
| 36 | Dynamic Advisor Solutions LLC | 14,371 | $311K | -5,239 | -26.7% | 6Q | SEC ↗ |
| 37 | MERCER GLOBAL ADVISORS INC /ADV | 14,326 | $310K | -2,378 | -14.2% | 7Q | SEC ↗ |
| 38 | Western Wealth Management, LLC | 14,207 | $308K | -401 | -2.7% | 5Q | SEC ↗ |
| 39 | Prospera Financial Services Inc | 12,880 | $279K | +836 | +6.9% | 2Q | SEC ↗ |
| 40 | IMG Wealth Management, Inc. | 12,469 | $270K | +5,968 | +91.8% | 7Q | SEC ↗ |
| 41 | Mutual Advisors, LLC | 12,000 | $260K | — | +0.0% | 20Q | SEC ↗ |
| 42 | MGO ONE SEVEN LLC | 11,966 | $259K | — | +0.0% | 13Q | SEC ↗ |
| 43 | WEDBUSH SECURITIES INC | 11,772 | $255K | +58 | +0.5% | 3Q | SEC ↗ |
| 44 | TRUIST FINANCIAL CORP | 11,748 | $255K | +1,499 | +14.6% | 2Q | SEC ↗ |
| 45 | RAYMOND JAMES FINANCIAL INC | 11,661 | $253K | -179 | -1.5% | 3Q | SEC ↗ |
| 46 | INDEPENDENT FINANCIAL GROUP, LLC | 11,589 | $251K | -40 | -0.3% | 13Q | SEC ↗ |
| 47 | Sequent Planning LLC | 10,901 | $236K | +736 | +7.2% | 5Q | SEC ↗ |
| 48 | CoreCap Advisors, LLC | 10,881 | $236K | — | +0.0% | 13Q | SEC ↗ |
| 49 | Realta Investment Advisors | 10,827 | $235K | -1,000 | -8.5% | 19Q | SEC ↗ |
| 50 | Regal Investment Advisors LLC | 10,553 | $229K | -286 | -2.6% | 3Q | SEC ↗ |
Recent Activity
New Positions (14)
| Holder | Shares | Value |
|---|---|---|
| IHT Wealth Management, LLC | 51,003 | $1M |
| JANE STREET GROUP, LLC | 15,090 | $327K |
| Lido Advisors, LLC | 15,000 | $325K |
| CITADEL ADVISORS LLC | 8,847 | $192K |
| Wellington Shields Capital Manageme | 2,190 | $47K |
| Ameritas Advisory Services, LLC | 2,061 | $45K |
| IFG Advisory, LLC | 1,000 | $22K |
| Continuum Advisory, LLC | 671 | $15K |
| Cape Investment Advisory, Inc. | 502 | $11K |
| Commonwealth Retirement Investments | 500 | $11K |
| FIDUCIARY FINANCIAL ADVISORS | 453 | $10K |
| JFS WEALTH ADVISORS, LLC | 42 | $1K |
| Russell Investments Group, Ltd. | 18 | $0K |
| Highland Investment Advisors LLC | 1 | $0K |
Sold Out (16)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 18,769 | $407K |
| Patriot Financial Group Insurance A | 14,272 | $309K |
| HRT FINANCIAL LP | 11,303 | $245K |
| Equitable Holdings, Inc. | 10,405 | $225K |
| Koshinski Asset Management, Inc. | 9,666 | $209K |
| SageView Advisory Group, LLC | 4,875 | $106K |
| Advisory Services Network, LLC | 4,351 | $94K |
| Garton & Associates Financial Advis | 1,125 | $24K |
| Innovative Asset Advisors Group, LL | 700 | $15K |
| Steward Partners Investment Advisor | 462 | $10K |
| ROYAL BANK OF CANADA | 400 | $9K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 130 | $3K |
| Strategic Advocates LLC | 104 | $2K |
| Blue Trust, Inc. | 25 | $1K |
| MAI Capital Management | 2 | $0K |
| AlphaCore Capital LLC | 0 | $0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| OSAIC HOLDINGS, INC. | +21,518 | +11.5% | 209,349 |
| Cambridge Investment Research Advis | +19,917 | +4.9% | 426,309 |
| MML INVESTORS SERVICES, LLC | +19,773 | +41.2% | 67,725 |
| Wellington Shields & Co., LLC | +17,230 | +53.9% | 49,225 |
| Sanctuary Advisors, LLC | +11,872 | +25.0% | 59,338 |
| JPMORGAN CHASE & CO | +11,853 | +26.1% | 57,184 |
| GTS SECURITIES LLC | +8,764 | +30.3% | 37,649 |
| IMG Wealth Management, Inc. | +5,968 | +91.8% | 12,469 |
| JONES FINANCIAL COMPANIES LLLP | +5,146 | +218.6% | 7,500 |
| RFG Advisory, LLC | +4,594 | +10.6% | 47,859 |
| FMR LLC | +4,060 | +387.4% | 5,108 |
| OxenFree Capital LLC | +3,744 | +7.5% | 53,708 |
| WELLS FARGO & COMPANY/MN | +2,704 | +270400.0% | 2,705 |
| Janney Montgomery Scott LLC | +2,053 | +16.6% | 14,438 |
| TRUIST FINANCIAL CORP | +1,499 | +14.6% | 11,748 |
| Creative Planning | +1,150 | +1.6% | 72,247 |
| NFSG Corp | +959 | +0.9% | 106,418 |
| Prospera Financial Services Inc | +836 | +6.9% | 12,880 |
| Arkadios Wealth Advisors | +768 | +4.7% | 16,985 |
| Sequent Planning LLC | +736 | +7.2% | 10,901 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Private Advisor Group, LLC | -91,281 | -84.2% | 17,112 |
| LPL Financial LLC | -82,101 | -11.7% | 617,640 |
| Kestra Advisory Services, LLC | -66,500 | -48.6% | 70,399 |
| Berger Financial Group, Inc | -11,164 | -12.3% | 79,284 |
| Summit Financial, LLC | -7,734 | -4.0% | 186,552 |
| CWM, LLC | -5,417 | -36.7% | 9,356 |
| Dynamic Advisor Solutions LLC | -5,239 | -26.7% | 14,371 |
| NewEdge Advisors, LLC | -3,140 | -11.9% | 23,325 |
| BEAM WEALTH ADVISORS, INC. | -2,981 | -12.3% | 21,207 |
| MERCER GLOBAL ADVISORS INC /ADV | -2,378 | -14.2% | 14,326 |
| HARBOUR INVESTMENTS, INC. | -2,228 | -5.2% | 40,896 |
| ENVESTNET ASSET MANAGEMENT INC | -2,057 | -6.3% | 30,390 |
| Larson Financial Group LLC | -1,700 | -2.7% | 61,290 |
| HighTower Advisors, LLC | -1,632 | -7.5% | 20,204 |
| Realta Investment Advisors | -1,000 | -8.5% | 10,827 |
| MORGAN STANLEY | -722 | -7.2% | 9,360 |
| Cetera Investment Advisers | -629 | -0.6% | 105,468 |
| Accel Wealth Management | -512 | -2.6% | 19,339 |
| Western Wealth Management, LLC | -401 | -2.7% | 14,207 |
| Spire Wealth Management | -367 | -3.9% | 9,036 |