$57.59

+0.42 (+0.73%)

Weekly Expected Move ±2.4%

$55 $56 $58 $59 $60

ETF AMEX · AUM $607.6M

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

Institutional Ownership — IAT

193

Institutional Holders

+5 vs prior quarter

0.0%

Ownership

+0.00pp

311M

Total Invested

New Positions

Increased

Reduced

Closed

1.33

Put/Call Ratio

Ownership Trends

Top Institutional Holders (210 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	BANK OF AMERICA CORP /DE	555,302	32M	+34,132	+6.5%	15Q	SEC ↗
2	WELLS FARGO & COMPANY/MN	530,533	31M	+16,147	+3.1%	75Q	SEC ↗
3	JPMORGAN CHASE & CO	394,972	23M	+10,908	+2.8%	26Q	SEC ↗
4	MORGAN STANLEY	258,635	15M	-13,676	-5.0%	60Q	SEC ↗
5	ROYAL BANK OF CANADA	252,179	15M	+58,594	+30.3%	80Q	SEC ↗
6	LPL Financial LLC	239,501	14M	-4,823	-2.0%	54Q	SEC ↗
7	GW HENSSLER & ASSOCIATES LTD	192,861	11M	+2,026	+1.1%	4Q	SEC ↗
8	Lido Advisors, LLC	190,193	11M	-745	-0.4%	2Q	SEC ↗
9	RAYMOND JAMES FINANCIAL INC	158,274	9M	+45,587	+40.5%	7Q	SEC ↗
10	BNP PARIBAS FINANCIAL MARKETS	151,000	9M	+150,945	+274445.5%	6Q	SEC ↗
11	TRUIST FINANCIAL CORP	147,053	8M	+3,477	+2.4%	25Q	SEC ↗
12	US BANCORP \DE	116,841	7M	-17,751	-13.2%	78Q	SEC ↗
13	GOLDMAN SACHS GROUP INC	111,541	6M	+4,157	+3.9%	15Q	SEC ↗
14	UBS Group AG	110,075	6M	-6,275	-5.4%	47Q	SEC ↗
15	Monument Capital Management NEW	92,951	5M	—	+0.0%	1Q	SEC ↗
16	JONES FINANCIAL COMPANIES LLLP	81,487	5M	-1,001	-1.2%	11Q	SEC ↗
17	Steward Partners Investment Advisory,	81,011	5M	+688	+0.9%	29Q	SEC ↗
18	AMERIPRISE FINANCIAL INC	72,049	4M	-151	-0.2%	16Q	SEC ↗
19	COMMONWEALTH EQUITY SERVICES, LLC	69,510	4M	-1,771	-2.5%	35Q	SEC ↗
20	Equitable Holdings, Inc.	67,857	4M	+309	+0.5%	3Q	SEC ↗
21	MARTIN & CO INC /TN	63,829	4M	-249	-0.4%	62Q	SEC ↗
22	Cetera Investment Advisers	57,305	3M	+1,202	+2.1%	15Q	SEC ↗
23	KCM INVESTMENT ADVISORS LLC	57,254	3M	-1,198	-2.0%	14Q	SEC ↗
24	OSAIC HOLDINGS, INC.	49,343	3M	+432	+0.9%	26Q	SEC ↗
25	Pathstone Holdings, LLC	45,620	3M	—	+0.0%	5Q	SEC ↗
26	Game Plan Financial Advisors, LLC	42,649	2M	+880	+2.1%	11Q	SEC ↗
27	Crestwood Advisors Group, LLC	42,416	2M	-2,960	-6.5%	12Q	SEC ↗
28	Cambridge Investment Research Advisors	42,334	2M	+2,208	+5.5%	51Q	SEC ↗
29	Westwind Capital	36,934	2M	+8,747	+31.0%	2Q	SEC ↗
30	Thrivent Financial for Lutherans	27,137	2M	+602	+2.3%	17Q	SEC ↗
31	Janney Montgomery Scott LLC	24,462	1M	+1,956	+8.7%	7Q	SEC ↗
32	Beacon Pointe Advisors, LLC	24,035	1M	-2,976	-11.0%	3Q	SEC ↗
33	Rockefeller Capital Management L.P.	21,291	1M	+954	+4.7%	24Q	SEC ↗
34	Cadent Capital Advisors, LLC	20,822	1M	-500	-2.3%	8Q	SEC ↗
35	ENVESTNET ASSET MANAGEMENT INC	20,678	1M	-475	-2.2%	31Q	SEC ↗
36	WEALTH ENHANCEMENT ADVISORY SERVICES,	20,460	1M	+1,465	+7.7%	12Q	SEC ↗
37	AUGUSTINE ASSET MANAGEMENT INC	20,000	1M	—	+0.0%	14Q	SEC ↗
38	Fearless Solutions, LLC dba Best Inves	18,279	1M	-7	-0.0%	7Q	SEC ↗
39	Cutler Capital Management, LLC	18,000	1M	—	+0.0%	4Q	SEC ↗
40	Heritage Wealth Management, Inc. NEW	17,850	1M	—	+0.0%	1Q	SEC ↗
41	STIFEL FINANCIAL CORP	16,700	962K	-324	-1.9%	25Q	SEC ↗
42	Dakota Wealth Management	16,600	956K	-1,884	-10.2%	10Q	SEC ↗
43	Asempa Wealth Advisors	15,144	872K	+18	+0.1%	3Q	SEC ↗
44	TRANSCEND CAPITAL ADVISORS, LLC	14,500	835K	—	+0.0%	27Q	SEC ↗
45	Quantinno Capital Management LP	14,292	823K	+4,198	+41.6%	4Q	SEC ↗
46	SUSQUEHANNA INTERNATIONAL GROUP, LLP	13,163	758K	-22,258	-62.8%	29Q	SEC ↗
47	SCS Capital Management LLC	12,623	727K	-8,302	-39.7%	6Q	SEC ↗
48	INDEPENDENT FINANCIAL GROUP, LLC	12,410	715K	-1,100	-8.1%	13Q	SEC ↗
49	MONETA GROUP INVESTMENT ADVISORS LLC	10,941	630K	—	+0.0%	14Q	SEC ↗
50	FIFTH THIRD BANCORP	9,814	565K	+85	+0.9%	2Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
Monument Capital Management	92,951	5M
Heritage Wealth Management, Inc.	17,850	1M
Vanguard Capital Wealth Advisors	8,419	485K
AQR CAPITAL MANAGEMENT LLC	7,421	427K
Concurrent Investment Advisors, LLC	6,028	347K
Apollon Wealth Management, LLC	3,880	223K
IFG Advisory, LLC	3,815	220K
Cerity Partners LLC	3,583	206K
Merit Financial Group, LLC	3,517	203K
HRT FINANCIAL LP	3,388	195K
WOODMONT INVESTMENT COUNSEL LLC	3,312	191K
Sage Capital Management, LLC	3,311	191K
Sequoia Financial Advisors, LLC	3,276	189K
Wealthcare Advisory Partners LLC	3,232	186K
Integrated Wealth Concepts LLC	2,050	118K
MERCER GLOBAL ADVISORS INC /ADV	1,523	88K
Global Retirement Partners, LLC	720	41K
HARBOUR INVESTMENTS, INC.	200	12K
FIDUCIARY FINANCIAL ADVISORS	125	7K
SIMPLEX TRADING, LLC	98	6K

Sold Out (20)

Holder	Prev Shares	Prev Value
Independent Advisor Alliance	57,854	3M
Tower Research Capital LLC (TRC)	43,110	2M
CITADEL ADVISORS LLC	30,984	2M
CARRET ASSET MANAGEMENT, LLC	23,710	1M
RENAISSANCE TECHNOLOGIES LLC	22,300	1M
D. E. Shaw & Co., Inc.	13,800	795K
Jump Financial, LLC	12,898	743K
SAGE FINANCIAL GROUP INC	10,242	590K
TWO SIGMA SECURITIES, LLC	7,816	450K
Oakmont Investment Advisors, Inc.	6,000	346K
MARSHALL WACE, LLP	5,980	344K
BANQUE PICTET & CIE SA	5,213	300K
Mariner, LLC	4,776	275K
One Capital Management, LLC	4,538	261K
Fifth Third Wealth Advisors LLC	4,189	241K
World Investment Advisors	3,929	226K
Sanctuary Advisors, LLC	3,869	223K
MAGNOLIA CAPITAL ADVISORS LLC	3,735	215K
CENTAURUS FINANCIAL, INC.	1,950	112K
Western Wealth Management, LLC	1,856	107K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
BNP PARIBAS FINANCIAL MARKETS	+150,945	+274445.5%	151,000
ROYAL BANK OF CANADA	+58,594	+30.3%	252,179
RAYMOND JAMES FINANCIAL INC	+45,587	+40.5%	158,274
BANK OF AMERICA CORP /DE	+34,132	+6.5%	555,302
WELLS FARGO & COMPANY/MN	+16,147	+3.1%	530,533
JPMORGAN CHASE & CO	+10,908	+2.8%	394,972
Westwind Capital	+8,747	+31.0%	36,934
Comprehensive Financial Planning, I	+4,953	+749.3%	5,614
Quantinno Capital Management LP	+4,198	+41.6%	14,292
GOLDMAN SACHS GROUP INC	+4,157	+3.9%	111,541
TRUIST FINANCIAL CORP	+3,477	+2.4%	147,053
Arax Advisory Partners	+2,730	+1092.0%	2,980
Cambridge Investment Research Advis	+2,208	+5.5%	42,334
GW HENSSLER & ASSOCIATES LTD	+2,026	+1.1%	192,861
Janney Montgomery Scott LLC	+1,956	+8.7%	24,462
WEALTH ENHANCEMENT ADVISORY SERVICE	+1,465	+7.7%	20,460
Cetera Investment Advisers	+1,202	+2.1%	57,305
JANE STREET GROUP, LLC	+1,037	+14.8%	8,054
Rockefeller Capital Management L.P.	+954	+4.7%	21,291
Game Plan Financial Advisors, LLC	+880	+2.1%	42,649

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
SUSQUEHANNA INTERNATIONAL GROUP, LL	-22,258	-62.8%	13,163
NORTHWESTERN MUTUAL WEALTH MANAGEME	-19,051	-68.8%	8,639
US BANCORP \DE	-17,751	-13.2%	116,841
MORGAN STANLEY	-13,676	-5.0%	258,635
SCS Capital Management LLC	-8,302	-39.7%	12,623
CWM, LLC	-6,935	-48.4%	7,386
UBS Group AG	-6,275	-5.4%	110,075
Sunbelt Securities, Inc.	-5,358	-98.1%	102
Sigma Planning Corp	-4,854	-36.1%	8,598
LPL Financial LLC	-4,823	-2.0%	239,501
Beacon Pointe Advisors, LLC	-2,976	-11.0%	24,035
Crestwood Advisors Group, LLC	-2,960	-6.5%	42,416
Viewpoint Capital Management LLC	-2,700	-37.0%	4,590
Investment Research Partners LLC	-2,454	-35.8%	4,392
PARK AVENUE SECURITIES LLC	-2,298	-25.2%	6,804
FIRST HORIZON CORP	-1,925	-35.9%	3,442
Dakota Wealth Management	-1,884	-10.2%	16,600
COMMONWEALTH EQUITY SERVICES, LLC	-1,771	-2.5%	69,510
CX Institutional	-1,568	-30.7%	3,545
KCM INVESTMENT ADVISORS LLC	-1,198	-2.0%	57,254

IAT Institutional Ownership

Institutional Ownership — IAT

Ownership Trends

Top Institutional Holders (210 total)

Recent Activity

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