$23.02

+0.01 (+0.04%)

Weekly Expected Move ±0.8%

$23 $23 $23 $23 $23

ETF AMEX · AUM $462.6M

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

Institutional Ownership — IBD

125

Institutional Holders

+10 vs prior quarter

0.0%

Ownership

+0.00pp

357M

Total Invested

New Positions

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (133 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	Inspire Advisors, LLC	4,102,463	94M	-225,326	-5.2%	23Q	SEC ↗
2	Faithward Advisors, LLC	1,715,901	40M	+54,195	+3.3%	28Q	SEC ↗
3	CREATIVE FINANCIAL DESIGNS INC /ADV	968,280	22M	-88,201	-8.3%	35Q	SEC ↗
4	LPL Financial LLC	823,286	19M	+207,800	+33.8%	32Q	SEC ↗
5	Bare Financial Services, Inc	795,094	18M	+25,215	+3.3%	11Q	SEC ↗
6	Inspire Investing, LLC	768,594	18M	-220,128	-22.3%	35Q	SEC ↗
7	OneAscent Financial Services LLC	548,881	13M	-115,046	-17.3%	7Q	SEC ↗
8	PAX Financial Group, LLC	348,665	8M	+4,669	+1.4%	23Q	SEC ↗
9	Plan A Wealth LLC	322,041	7M	+24,681	+8.3%	7Q	SEC ↗
10	UNITED CAPITAL FINANCIAL ADVISORS, LLC	267,448	6M	+41,529	+18.4%	7Q	SEC ↗
11	ASSETMARK, INC	222,966	5M	+10,891	+5.1%	4Q	SEC ↗
12	LVZ, Inc.	197,625	5M	+2,329	+1.2%	36Q	SEC ↗
13	Valmark Advisers, Inc.	187,444	4M	+926	+0.5%	10Q	SEC ↗
14	Legacy Wealth Asset Management, LLC	184,769	4M	+14,223	+8.3%	23Q	SEC ↗
15	Allworth Financial LP	180,701	4M	+33,341	+22.6%	7Q	SEC ↗
16	ENVESTNET ASSET MANAGEMENT INC	180,131	4M	+24,036	+15.4%	31Q	SEC ↗
17	WorthPointe, LLC	154,171	4M	-52,796	-25.5%	3Q	SEC ↗
18	Range Financial Group LLC	152,721	4M	+19,528	+14.7%	20Q	SEC ↗
19	OneAscent Investment Solutions LLC	147,937	3M	-6,216	-4.0%	6Q	SEC ↗
20	OSAIC HOLDINGS, INC.	126,122	3M	+33,701	+36.5%	26Q	SEC ↗
21	TrueWealth Advisors, LLC	123,684	3M	+13,411	+12.2%	15Q	SEC ↗
22	GOLDMAN SACHS GROUP INC	114,735	3M	-85,266	-42.6%	5Q	SEC ↗
23	Belpointe Asset Management LLC	106,334	2M	+717	+0.7%	4Q	SEC ↗
24	Farther Finance Advisors, LLC	105,133	2M	+28,326	+36.9%	2Q	SEC ↗
25	CITADEL ADVISORS LLC	97,889	2M	-130,875	-57.2%	7Q	SEC ↗
26	RAYMOND JAMES FINANCIAL INC	95,153	2M	+15,335	+19.2%	7Q	SEC ↗
27	VICUS CAPITAL	90,985	2M	+6,060	+7.1%	14Q	SEC ↗
28	Kestra Advisory Services, LLC	88,211	2M	+7,973	+9.9%	9Q	SEC ↗
29	IFP Advisors, Inc	81,140	2M	+1,477	+1.9%	8Q	SEC ↗
30	Cetera Investment Advisers	79,048	2M	-99,595	-55.8%	21Q	SEC ↗
31	AlphaStar Capital Management, LLC	74,425	2M	+5,533	+8.0%	35Q	SEC ↗
32	SUMMIT WEALTH GROUP LLC / CO	60,634	1M	+7,517	+14.2%	3Q	SEC ↗
33	Simplicity Wealth,LLC	58,365	1M	+28,682	+96.6%	6Q	SEC ↗
34	Discipline Wealth Solutions, LLC NEW	56,200	1M	—	+0.0%	1Q	SEC ↗
35	Cornerstone Financial Management LLC	53,339	1M	-8,256	-13.4%	3Q	SEC ↗
36	Allen Capital Group, LLC	53,281	1M	-4,970	-8.5%	10Q	SEC ↗
37	Optivise Advisory Services LLC	51,632	1M	-1,330	-2.5%	9Q	SEC ↗
38	Revisor Wealth Management LLC	50,838	1M	+20,761	+69.0%	2Q	SEC ↗
39	AE Wealth Management LLC	47,881	1M	+2,875	+6.4%	3Q	SEC ↗
40	LaSalle St. Investment Advisors, LLC	47,710	1M	+5,750	+13.7%	15Q	SEC ↗
41	Cambridge Investment Research Advisors	47,251	1M	-17,546	-27.1%	16Q	SEC ↗
42	First Heartland Consultants, Inc.	44,442	1M	+2,292	+5.4%	8Q	SEC ↗
43	TRUST POINT INC.	42,761	984K	-1,033	-2.4%	11Q	SEC ↗
44	SILVER OAK SECURITIES, INCORPORATED	41,930	965K	+4,259	+11.3%	18Q	SEC ↗
45	HFG Wealth Management, LLC	40,229	926K	-663	-1.6%	6Q	SEC ↗
46	Tulsa Wealth Advisors, INC	37,299	859K	+5,366	+16.8%	2Q	SEC ↗
47	LITTLEJOHN FINANCIAL SERVICES, INC. NEW	31,298	720K	—	+0.0%	1Q	SEC ↗
48	LifeGuide Financial Advisors, LLC	29,545	680K	+2,854	+10.7%	12Q	SEC ↗
49	COMMONWEALTH EQUITY SERVICES, LLC	29,217	673K	+3,190	+12.3%	18Q	SEC ↗
50	HARBOUR INVESTMENTS, INC.	29,051	669K	-163	-0.6%	15Q	SEC ↗

Recent Activity

New Positions (18)

Holder	Shares	Value
Discipline Wealth Solutions, LLC	56,200	1M
LITTLEJOHN FINANCIAL SERVICES, INC.	31,298	720K
Demars Financial Group, LLC	19,434	447K
Cornerstone Wealth Management, LLC	14,643	337K
Stewardship Advisors, LLC	13,493	311K
Pinnacle Financial Partners, Inc.	12,483	287K
Thrivent Financial for Lutherans	10,545	243K
Sterling Investment Advisors, Ltd.	10,000	230K
Private Advisor Group, LLC	8,866	204K
Van Diest Capital, LLC	8,723	201K
IFG Advisory, LLC	3,597	83K
Continuum Advisory, LLC	2,359	54K
Keating Financial Advisory Services	1,984	46K
MERCER GLOBAL ADVISORS INC /ADV	1,969	45K
Buck Wealth Strategies, LLC	1,543	36K
Ameritas Advisory Services, LLC	1,085	25K
Aptus Capital Advisors, LLC	61	1K
UBS Group AG	46	1K

Sold Out (20)

Holder	Prev Shares	Prev Value
OneAscent Wealth Management LLC	292,461	7M
NATIONS FINANCIAL GROUP INC, /IA/ /	75,819	2M
JANE STREET GROUP, LLC	55,449	1M
Independent Advisor Alliance	37,407	861K
OneAscent Family Office, LLC	35,073	807K
Paradiem, LLC	34,789	801K
TrustWell Financial Advisors, LLC	31,524	726K
RMG Wealth Management LLC	18,082	416K
Sanctuary Advisors, LLC	11,569	266K
Gateway Wealth Partners, LLC	10,396	239K
PFG Investments, LLC	8,978	207K
Root Financial Partners, LLC	4,936	114K
Values First Advisors, Inc.	2,329	54K
MAI Capital Management	1,638	38K
Larson Financial Group LLC	1,000	23K
Wealth Watch Advisors, INC	924	21K
CX Institutional	365	8K
Clarity Asset Management, Inc.	121	3K
FMR LLC	94	2K
MCF Advisors LLC	88	2K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
LPL Financial LLC	+207,800	+33.8%	823,286
Faithward Advisors, LLC	+54,195	+3.3%	1,715,901
UNITED CAPITAL FINANCIAL ADVISORS,	+41,529	+18.4%	267,448
OSAIC HOLDINGS, INC.	+33,701	+36.5%	126,122
Allworth Financial LP	+33,341	+22.6%	180,701
Simplicity Wealth,LLC	+28,682	+96.6%	58,365
Farther Finance Advisors, LLC	+28,326	+36.9%	105,133
Bare Financial Services, Inc	+25,215	+3.3%	795,094
Plan A Wealth LLC	+24,681	+8.3%	322,041
ENVESTNET ASSET MANAGEMENT INC	+24,036	+15.4%	180,131
Revisor Wealth Management LLC	+20,761	+69.0%	50,838
Range Financial Group LLC	+19,528	+14.7%	152,721
Hanson & Doremus Investment Managem	+16,657	+258.9%	23,092
RAYMOND JAMES FINANCIAL INC	+15,335	+19.2%	95,153
Legacy Wealth Asset Management, LLC	+14,223	+8.3%	184,769
TrueWealth Advisors, LLC	+13,411	+12.2%	123,684
ASSETMARK, INC	+10,891	+5.1%	222,966
ROYAL BANK OF CANADA	+9,305	+62.8%	24,127
Kestra Advisory Services, LLC	+7,973	+9.9%	88,211
SUMMIT WEALTH GROUP LLC / CO	+7,517	+14.2%	60,634

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
CreativeOne Wealth, LLC	-565,489	-98.2%	10,377
Inspire Advisors, LLC	-225,326	-5.2%	4,102,463
Inspire Investing, LLC	-220,128	-22.3%	768,594
CITADEL ADVISORS LLC	-130,875	-57.2%	97,889
OneAscent Financial Services LLC	-115,046	-17.3%	548,881
Cetera Investment Advisers	-99,595	-55.8%	79,048
CREATIVE FINANCIAL DESIGNS INC /ADV	-88,201	-8.3%	968,280
GOLDMAN SACHS GROUP INC	-85,266	-42.6%	114,735
WorthPointe, LLC	-52,796	-25.5%	154,171
Turning Point Benefit Group, Inc.	-25,983	-57.0%	19,600
SUSQUEHANNA INTERNATIONAL GROUP, LL	-25,190	-57.3%	18,777
Cambridge Investment Research Advis	-17,546	-27.1%	47,251
Christian Investment Advisors, Inc.	-11,911	-57.8%	8,706
Straight Path Wealth Management	-8,692	-44.4%	10,898
Cornerstone Financial Management LL	-8,256	-13.4%	53,339
WEALTH ENHANCEMENT ADVISORY SERVICE	-7,034	-38.4%	11,301
OneAscent Investment Solutions LLC	-6,216	-4.0%	147,937
Schwallier Wealth Management LLC	-5,507	-34.1%	10,631
Allen Capital Group, LLC	-4,970	-8.5%	53,281
RFG Advisory, LLC	-3,843	-22.3%	13,389

IBD Institutional Ownership

Institutional Ownership — IBD

Ownership Trends

Top Institutional Holders (133 total)

Recent Activity

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