$23.97

-0.07 (-0.29%)

Weekly Expected Move ±0.7%

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ETF AMEX · AUM $1.6B

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

Institutional Ownership — IBDX

240

Institutional Holders

+9 vs prior quarter

0.0%

Ownership

+0.00pp

Total Invested

New Positions

141

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (252 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	Aptus Capital Advisors, LLC	6,456,747	155M	+113,849	+1.8%	13Q	SEC ↗
2	Capital Investment Advisors, LLC	3,505,410	84M	+175,235	+5.3%	12Q	SEC ↗
3	WELLS FARGO & COMPANY/MN	3,089,226	74M	+273,891	+9.7%	15Q	SEC ↗
4	CAPITAL ADVISORS INC/OK	2,822,834	68M	+32,118	+1.2%	3Q	SEC ↗
5	MORGAN STANLEY	2,594,159	62M	-314,883	-10.8%	12Q	SEC ↗
6	BANK OF AMERICA CORP /DE	2,565,607	61M	+123,101	+5.0%	15Q	SEC ↗
7	SIGMA INVESTMENT COUNSELORS INC	1,585,690	38M	+74,050	+4.9%	11Q	SEC ↗
8	ROYAL BANK OF CANADA	1,345,144	32M	+327,495	+32.2%	15Q	SEC ↗
9	UBS Group AG	1,208,903	29M	+38,023	+3.2%	16Q	SEC ↗
10	Klingman & Associates, LLC	1,175,446	28M	+93,892	+8.7%	6Q	SEC ↗
11	RAYMOND JAMES FINANCIAL INC	1,161,884	28M	+436,626	+60.2%	7Q	SEC ↗
12	Summit Financial, LLC	1,160,179	28M	-424,395	-26.8%	4Q	SEC ↗
13	Seven Springs Wealth Group, LLC	1,064,868	26M	+3,318	+0.3%	4Q	SEC ↗
14	Sound View Wealth Advisors Group, LLC	1,005,519	24M	+99,859	+11.0%	7Q	SEC ↗
15	AMERIPRISE FINANCIAL INC	943,449	23M	-65,793	-6.5%	10Q	SEC ↗
16	US BANCORP \DE	908,163	22M	+39,641	+4.6%	10Q	SEC ↗
17	NewEdge Advisors, LLC	876,466	21M	+46,804	+5.6%	11Q	SEC ↗
18	HighTower Advisors, LLC	860,425	21M	+6,382	+0.7%	12Q	SEC ↗
19	Advisors Capital Management, LLC	859,918	21M	+19,699	+2.3%	5Q	SEC ↗
20	COWA, LLC	774,107	19M	+45,105	+6.2%	6Q	SEC ↗
21	MV CAPITAL MANAGEMENT, INC.	774,005	19M	+661	+0.1%	11Q	SEC ↗
22	Arrow Financial Corp	630,882	15M	+16,370	+2.7%	14Q	SEC ↗
23	LPL Financial LLC	563,924	14M	+53,999	+10.6%	13Q	SEC ↗
24	COMMONWEALTH EQUITY SERVICES, LLC	528,252	13M	+18,131	+3.6%	15Q	SEC ↗
25	MB, LEVIS & ASSOCIATES, LLC	527,546	13M	+6,322	+1.2%	14Q	SEC ↗
26	Rockefeller Capital Management L.P.	527,541	13M	+7,818	+1.5%	14Q	SEC ↗
27	PFG Private Wealth Management, LLC	507,215	12M	-42,575	-7.7%	3Q	SEC ↗
28	Janney Montgomery Scott LLC	478,378	11M	+81,675	+20.6%	13Q	SEC ↗
29	Ironwood Financial, llc	464,902	11M	+85,202	+22.4%	6Q	SEC ↗
30	Probity Advisors, Inc.	415,729	10M	+111,634	+36.7%	11Q	SEC ↗
31	Parkway Wealth Management Group, LLC	402,635	10M	+4,784	+1.2%	3Q	SEC ↗
32	Atlantic Union Bankshares Corp	380,552	9M	+32,352	+9.3%	5Q	SEC ↗
33	Cornerstone Planning, LLC	379,908	9M	+9,768	+2.6%	2Q	SEC ↗
34	Guidance Point Advisors, LLC	325,556	8M	+9,880	+3.1%	13Q	SEC ↗
35	Snowden Capital Advisors LLC	297,905	7M	+4,481	+1.5%	4Q	SEC ↗
36	LYELL WEALTH MANAGEMENT, LP	266,910	6M	+2,395	+0.9%	11Q	SEC ↗
37	Parallel Advisors, LLC	266,516	6M	+22,286	+9.1%	11Q	SEC ↗
38	MCF Advisors LLC	257,910	6M	+2,926	+1.1%	15Q	SEC ↗
39	HOWLAND CAPITAL MANAGEMENT LLC	252,860	6M	+66,861	+35.9%	6Q	SEC ↗
40	Concurrent Investment Advisors, LLC NEW	252,548	6M	—	+0.0%	1Q	SEC ↗
41	4Thought Financial Group Inc.	250,276	6M	+45,200	+22.0%	15Q	SEC ↗
42	HANCOCK WHITNEY CORP	245,933	6M	+6,273	+2.6%	5Q	SEC ↗
43	Lido Advisors, LLC	245,637	6M	+4,542	+1.9%	11Q	SEC ↗
44	Krilogy Financial LLC	219,930	5M	-1,009	-0.5%	14Q	SEC ↗
45	Marathon Mission, Inc.	208,786	5M	-7,922	-3.7%	9Q	SEC ↗
46	Praetorian Wealth Management, Inc.	197,602	5M	+38,612	+24.3%	3Q	SEC ↗
47	ENVESTNET ASSET MANAGEMENT INC	193,616	5M	+11,171	+6.1%	12Q	SEC ↗
48	Peloton Wealth Strategists	184,250	4M	+50,750	+38.0%	11Q	SEC ↗
49	NORTHWESTERN MUTUAL WEALTH MANAGEMENT	181,414	4M	+12,749	+7.6%	14Q	SEC ↗
50	KINTRA WEALTH, LLC	180,265	4M	+1,909	+1.1%	9Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
Concurrent Investment Advisors, LLC	252,548	6M
EP Wealth Advisors, LLC	132,767	3M
Modern Wealth Management, LLC	101,538	2M
Aspen Wealth Management LLC	26,556	637K
SUMMITRY LLC	23,352	560K
Cornell Pochily Investment Advisors	22,042	528K
WOODMONT INVESTMENT COUNSEL LLC	13,483	323K
Berkshire Money Management, Inc.	12,288	295K
MOSAIC FAMILY WEALTH PARTNERS, LLC	9,668	232K
Betterment LLC	9,461	227K
1900 WEALTH MANAGEMENT LLC	8,938	214K
CHOREO, LLC	7,974	191K
Physician Wealth Advisors, Inc.	4,595	110K
FIDUCIARY FINANCIAL ADVISORS	3,583	86K
TRUST CO OF VERMONT	2,014	48K
SIGNATUREFD, LLC	1,987	48K
Fairway Wealth LLC	1,440	35K
Global Retirement Partners, LLC	1,208	29K
HM PAYSON & CO	500	12K
MCGUIRE CAPITAL ADVISORS INC	390	9K

Sold Out (19)

Holder	Prev Shares	Prev Value
CONFLUENCE INVESTMENT MANAGEMENT LL	298,135	7M
GOLDMAN SACHS GROUP INC	95,718	2M
FLOW TRADERS U.S. LLC	80,549	2M
Mariner, LLC	78,363	2M
Walleye Partners, LLC	40,642	974K
Keeler Thomas Management LLC	37,994	911K
Equitable Holdings, Inc.	33,442	802K
StoneX Group Inc.	18,210	436K
BESSEMER GROUP INC	9,540	229K
Intentional Wealth Strategies, LLC	4,932	118K
Cassaday & Co Wealth Management LLC	3,857	92K
Ascentis Independent Advisors	3,500	84K
Laurel Wealth Advisors LLC	3,000	72K
Western Wealth Management, LLC	2,483	60K
Miller Global Investments, LLC	2,315	55K
MASECO LLP	800	19K
Sound Income Strategies, LLC	400	10K
HAZLETT, BURT & WATSON, INC.	157	4K
IFC & Insurance Marketing, Inc.	109	3K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
RAYMOND JAMES FINANCIAL INC	+436,626	+60.2%	1,161,884
ROYAL BANK OF CANADA	+327,495	+32.2%	1,345,144
WELLS FARGO & COMPANY/MN	+273,891	+9.7%	3,089,226
Capital Investment Advisors, LLC	+175,235	+5.3%	3,505,410
BANK OF AMERICA CORP /DE	+123,101	+5.0%	2,565,607
Aptus Capital Advisors, LLC	+113,849	+1.8%	6,456,747
Probity Advisors, Inc.	+111,634	+36.7%	415,729
Sound View Wealth Advisors Group, L	+99,859	+11.0%	1,005,519
Quantum Financial Advisors, LLC	+95,962	+343.3%	123,915
Klingman & Associates, LLC	+93,892	+8.7%	1,175,446
Ironwood Financial, llc	+85,202	+22.4%	464,902
Hills Bank & Trust Co	+82,245	+780.5%	92,782
Janney Montgomery Scott LLC	+81,675	+20.6%	478,378
SIGMA INVESTMENT COUNSELORS INC	+74,050	+4.9%	1,585,690
Sanctuary Advisors, LLC	+71,601	+171.6%	113,325
HOWLAND CAPITAL MANAGEMENT LLC	+66,861	+35.9%	252,860
LPL Financial LLC	+53,999	+10.6%	563,924
Peloton Wealth Strategists	+50,750	+38.0%	184,250
NewEdge Advisors, LLC	+46,804	+5.6%	876,466
MERCER GLOBAL ADVISORS INC /ADV	+46,322	+39.1%	164,660

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
Summit Financial, LLC	-424,395	-26.8%	1,160,179
MORGAN STANLEY	-314,883	-10.8%	2,594,159
SUSQUEHANNA INTERNATIONAL GROUP, LL	-148,762	-79.8%	37,665
AMERIPRISE FINANCIAL INC	-65,793	-6.5%	943,449
PFG Private Wealth Management, LLC	-42,575	-7.7%	507,215
Private Advisor Group, LLC	-27,620	-73.9%	9,747
BENJAMIN EDWARDS INC	-24,826	-14.0%	152,965
OneDigital Investment Advisors LLC	-21,767	-12.7%	149,251
CITADEL ADVISORS LLC	-19,646	-63.0%	11,514
Freestone Capital Holdings, LLC	-12,536	-33.7%	24,709
Clearstead Advisors, LLC	-8,643	-29.7%	20,477
Marathon Mission, Inc.	-7,922	-3.7%	208,786
First Interstate Bank	-7,201	-17.1%	34,983
ABSOLUTE CAPITAL MANAGEMENT, LLC	-6,911	-8.1%	77,924
WRAPMANAGER INC	-6,741	-8.8%	69,524
Seneca House Advisors	-5,795	-4.9%	113,199
Addison Advisors LLC	-5,108	-29.7%	12,115
Archford Capital Strategies, LLC	-4,522	-5.3%	80,541
Wilkins Miller Wealth Management, L	-4,496	-6.7%	62,568
Paradigm, Strategies in Wealth Mana	-4,396	-3.6%	116,188

IBDX Institutional Ownership

Institutional Ownership — IBDX

Ownership Trends

Top Institutional Holders (252 total)

Recent Activity

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