HYTR Institutional Ownership
Counterpoint High Yield Trend ETF
1W: -0.3%
1M: -2.3%
3M: -2.7%
YTD: -4.2%
1Y: -3.4%
3Y: +14.8%
5Y: +4.0%
$20.75
-0.04 (-0.17%)
Weekly Expected Move ±0.4%
$21
$21
$21
$21
$21
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — HYTR
23
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
255M
Total Invested
2
New Positions
11
Increased
9
Reduced
5
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (26 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 11,139,413 | $231M | +1,301,333 | +13.2% | 7Q | SEC ↗ |
| 2 | Concurrent Investment Advisors, LLC | 196,271 | $4M | +167 | +0.1% | 3Q | SEC ↗ |
| 3 | Integrated Wealth Concepts LLC | 130,685 | $3M | -1,794 | -1.4% | 2Q | SEC ↗ |
| 4 | JPMORGAN CHASE & CO | 124,314 | $3M | +4,513 | +3.8% | 4Q | SEC ↗ |
| 5 | OSAIC HOLDINGS, INC. | 87,041 | $2M | +4,376 | +5.3% | 7Q | SEC ↗ |
| 6 | Accurate Wealth Management, LLC | 63,013 | $1M | +13,207 | +26.5% | 3Q | SEC ↗ |
| 7 | CITADEL ADVISORS LLC | 46,157 | $958K | +1,871 | +4.2% | 5Q | SEC ↗ |
| 8 | Cetera Investment Advisers | 43,846 | $910K | +857 | +2.0% | 4Q | SEC ↗ |
| 9 | CWM, LLC NEW | 42,403 | $880K | — | +0.0% | 1Q | SEC ↗ |
| 10 | NewEdge Advisors, LLC NEW | 28,650 | $594K | — | +0.0% | 1Q | SEC ↗ |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 17,059 | $354K | -395 | -2.3% | 2Q | SEC ↗ |
| 12 | Atria Investments, Inc | 15,667 | $325K | +4,272 | +37.5% | 2Q | SEC ↗ |
| 13 | WEST MICHIGAN ADVISORS, LLC | 13,444 | $279K | -11,312 | -45.7% | 4Q | SEC ↗ |
| 14 | WORLD EQUITY GROUP, INC. | 12,204 | $253K | +443 | +3.8% | 2Q | SEC ↗ |
| 15 | Jacobi Capital Management LLC | 11,692 | $243K | +26 | +0.2% | 4Q | SEC ↗ |
| 16 | MORGAN STANLEY | 4,559 | $95K | +1,298 | +39.8% | 4Q | SEC ↗ |
| 17 | Luminist Capital LLC | 1,150 | $24K | -572 | -33.2% | 7Q | SEC ↗ |
| 18 | Global Retirement Partners, LLC NEW | 691 | $14K | — | +0.0% | 1Q | SEC ↗ |
| 19 | FIFTH THIRD BANCORP | 67 | $1K | — | +0.0% | 2Q | SEC ↗ |
| 20 | CITIGROUP INC | 0 | $0K | -6,501 | -100.0% | 1Q | SEC ↗ |
| 21 | UBS Group AG | 0 | $0K | -103 | -100.0% | 1Q | SEC ↗ |
| 22 | FMR LLC | 0 | $0K | -62 | -100.0% | 2Q | SEC ↗ |
| 23 | F/m Investments LLC | 0 | $0K | -166,190 | -100.0% | 1Q | SEC ↗ |
| 24 | JANE STREET GROUP, LLC | 0 | $0K | -10,735 | -100.0% | 5Q | SEC ↗ |
| 25 | Advisory Services Network, LLC | 0 | $0K | -1,238 | -100.0% | 1Q | SEC ↗ |
| 26 | Counterpoint Mutual Funds LLC | 0 | $0K | -131,600 | -100.0% | 7Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| CWM, LLC | 42,403 | $880K |
| NewEdge Advisors, LLC | 28,650 | $594K |
| Global Retirement Partners, LLC | 691 | $14K |
Sold Out (7)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| F/m Investments LLC | 166,190 | $3M |
| Counterpoint Mutual Funds LLC | 131,600 | $3M |
| JANE STREET GROUP, LLC | 10,735 | $223K |
| CITIGROUP INC | 6,501 | $135K |
| Advisory Services Network, LLC | 1,238 | $26K |
| UBS Group AG | 103 | $2K |
| FMR LLC | 62 | $1K |
Biggest Increases (11)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +1,301,333 | +13.2% | 11,139,413 |
| Accurate Wealth Management, LLC | +13,207 | +26.5% | 63,013 |
| JPMORGAN CHASE & CO | +4,513 | +3.8% | 124,314 |
| OSAIC HOLDINGS, INC. | +4,376 | +5.3% | 87,041 |
| Atria Investments, Inc | +4,272 | +37.5% | 15,667 |
| CITADEL ADVISORS LLC | +1,871 | +4.2% | 46,157 |
| MORGAN STANLEY | +1,298 | +39.8% | 4,559 |
| Cetera Investment Advisers | +857 | +2.0% | 43,846 |
| WORLD EQUITY GROUP, INC. | +443 | +3.8% | 12,204 |
| Concurrent Investment Advisors, LLC | +167 | +0.1% | 196,271 |
| Jacobi Capital Management LLC | +26 | +0.2% | 11,692 |
Biggest Decreases (4)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| WEST MICHIGAN ADVISORS, LLC | -11,312 | -45.7% | 13,444 |
| Integrated Wealth Concepts LLC | -1,794 | -1.4% | 130,685 |
| Luminist Capital LLC | -572 | -33.2% | 1,150 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -395 | -2.3% | 17,059 |