$44.67

-0.06 (-0.13%)

Weekly Expected Move ±1.2%

$44 $44 $45 $45 $46

ETF AMEX · AUM $592.4M

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

Institutional Ownership — ILTB

105

Institutional Holders

+7 vs prior quarter

0.0%

Ownership

+0.00pp

376M

Total Invested

New Positions

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (113 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	BANK OF AMERICA CORP /DE	2,464,429	110M	+297,655	+13.7%	15Q	SEC ↗
2	AE Wealth Management LLC	1,443,080	64M	+140,252	+10.8%	28Q	SEC ↗
3	RETIREMITTEN FINANCIAL LLC	280,658	13M	+27,185	+10.7%	2Q	SEC ↗
4	Arkadios Wealth Advisors	247,673	11M	+155,942	+170.0%	3Q	SEC ↗
5	Cedar Mountain Advisors, LLC	245,120	11M	+1,173	+0.5%	8Q	SEC ↗
6	GOLDMAN SACHS GROUP INC NEW	242,710	11M	—	+0.0%	1Q	SEC ↗
7	AMERIPRISE FINANCIAL INC	230,132	10M	-310,929	-57.5%	16Q	SEC ↗
8	BlackRock, Inc.	217,279	10M	+11,862	+5.8%	8Q	SEC ↗
9	UBS Group AG	171,293	8M	+1,016	+0.6%	47Q	SEC ↗
10	Verde Capital Management	154,947	7M	-19,627	-11.2%	27Q	SEC ↗
11	WELLS FARGO & COMPANY/MN	151,963	7M	-19,287	-11.3%	66Q	SEC ↗
12	HighPoint Advisor Group LLC NEW	149,612	7M	—	+0.0%	1Q	SEC ↗
13	MORGAN STANLEY	126,550	6M	+3,752	+3.1%	59Q	SEC ↗
14	LPL Financial LLC	123,830	6M	-9,703	-7.3%	50Q	SEC ↗
15	ETF Portfolio Partners, Inc.	110,478	5M	+5,467	+5.2%	9Q	SEC ↗
16	Cetera Investment Advisers	88,620	4M	+6,155	+7.5%	15Q	SEC ↗
17	ENVESTNET ASSET MANAGEMENT INC	85,430	4M	+8,943	+11.7%	50Q	SEC ↗
18	CREATIVE FINANCIAL DESIGNS INC /ADV	77,588	3M	-5,851	-7.0%	12Q	SEC ↗
19	CreativeOne Wealth, LLC	75,082	3M	+3,142	+4.4%	20Q	SEC ↗
20	SCHMIDT P J INVESTMENT MANAGEMENT INC	68,757	3M	+3,038	+4.6%	5Q	SEC ↗
21	KEYBANK NATIONAL ASSOCIATION/OH	68,357	3M	—	+0.0%	9Q	SEC ↗
22	JONES FINANCIAL COMPANIES LLLP	66,413	3M	+10,423	+18.6%	9Q	SEC ↗
23	RAYMOND JAMES FINANCIAL INC	50,619	2M	+1,114	+2.3%	7Q	SEC ↗
24	Independent Wealth Network Inc.	47,187	2M	+329	+0.7%	20Q	SEC ↗
25	Sound Income Strategies, LLC	46,637	2M	+7,629	+19.6%	23Q	SEC ↗
26	Wealthfront Advisers LLC	44,692	2M	-3,154	-6.6%	13Q	SEC ↗
27	Equitable Holdings, Inc.	43,691	2M	+4,767	+12.2%	9Q	SEC ↗
28	SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW	39,869	2M	—	+0.0%	1Q	SEC ↗
29	JANE STREET GROUP, LLC	37,031	2M	+23,151	+166.8%	7Q	SEC ↗
30	Betterment LLC	33,388	1M	+7,966	+31.3%	26Q	SEC ↗
31	Prospera Financial Services Inc	33,228	1M	-451	-1.3%	8Q	SEC ↗
32	ROYAL BANK OF CANADA	31,747	1M	-3,208	-9.2%	60Q	SEC ↗
33	Goldstone Financial Group, LLC	29,671	1M	-136	-0.5%	14Q	SEC ↗
34	PEAPACK GLADSTONE FINANCIAL CORP NEW	23,577	1M	—	+0.0%	1Q	SEC ↗
35	JPMORGAN CHASE & CO	23,084	1M	-500	-2.1%	48Q	SEC ↗
36	Veratis Advisors, Inc. NEW	22,756	1M	—	+0.0%	1Q	SEC ↗
37	Cresta Advisors, Ltd.	22,570	1M	—	+0.0%	14Q	SEC ↗
38	MML INVESTORS SERVICES, LLC	21,505	961K	+1,513	+7.6%	13Q	SEC ↗
39	Summit Wealth Partners, LLC	15,810	706K	-1,084	-6.4%	27Q	SEC ↗
40	VestGen Advisors, LLC	15,442	690K	+3,925	+34.1%	2Q	SEC ↗
41	J.W. COLE ADVISORS, INC. NEW	15,356	686K	—	+0.0%	1Q	SEC ↗
42	Level Financial Advisors NEW	15,014	671K	—	+0.0%	1Q	SEC ↗
43	Safeguard Investment Advisory Group, L	14,303	639K	-890	-5.9%	23Q	SEC ↗
44	ZENITH SOLUTIONS, INC. NEW	12,939	578K	—	+0.0%	1Q	SEC ↗
45	Latitude Advisors, LLC	10,150	453K	—	+0.0%	6Q	SEC ↗
46	GWN SECURITIES INC.	9,513	425K	+266	+2.9%	6Q	SEC ↗
47	Private Advisor Group, LLC	9,204	411K	+192	+2.1%	14Q	SEC ↗
48	COMMONWEALTH EQUITY SERVICES, LLC	9,171	410K	-1,962	-17.6%	17Q	SEC ↗
49	Cambridge Investment Research Advisors	9,041	404K	-866	-8.7%	13Q	SEC ↗
50	WEALTH ENHANCEMENT ADVISORY SERVICES, NEW	8,473	378K	—	+0.0%	1Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
GOLDMAN SACHS GROUP INC	242,710	11M
HighPoint Advisor Group LLC	149,612	7M
SUSQUEHANNA INTERNATIONAL GROUP, LL	39,869	2M
PEAPACK GLADSTONE FINANCIAL CORP	23,577	1M
Veratis Advisors, Inc.	22,756	1M
J.W. COLE ADVISORS, INC.	15,356	686K
Level Financial Advisors	15,014	671K
ZENITH SOLUTIONS, INC.	12,939	578K
WEALTH ENHANCEMENT ADVISORY SERVICE	8,473	378K
Integrated Wealth Concepts LLC	5,104	228K
Global Retirement Partners, LLC	4,295	192K
Guardian Partners Inc.	280	13K
Continuum Advisory, LLC	272	12K
Arax Advisory Partners	174	8K
Oakmont Advisory Group, LLC	78	3K
MERCER GLOBAL ADVISORS INC /ADV	14	1K
Cape Investment Advisory, Inc.	6	0K
BLUELINE ADVISORS LLC	1	0K
Kingdom Financial Group LLC.	0	0K
Luminist Capital LLC	0	0K

Sold Out (20)

Holder	Prev Shares	Prev Value
NORTHWESTERN MUTUAL WEALTH MANAGEME	4,724,569	211M
Focus Financial Network, Inc.	254,176	11M
CITADEL ADVISORS LLC	38,905	2M
Mach-1 Financial Group, LLC	35,080	2M
TRUIST FINANCIAL CORP	32,205	1M
Thrivent Financial for Lutherans	30,439	1M
Envestnet Portfolio Solutions, Inc.	9,232	412K
Triad Wealth Partners, LLC	7,074	316K
Crescent Grove Advisors, LLC	6,765	302K
Focus Partners Advisor Solutions, L	4,819	215K
Winter & Associates, Inc.	4,819	215K
&PARTNERS	4,599	205K
Grey Fox Wealth Advisors, LLC	4,549	203K
Advisors Asset Management, Inc.	3,499	156K
McIlrath & Eck, LLC	421	19K
BANK OF MONTREAL /CAN	385	17K
Retirement Wealth Solutions LLC	153	7K
MAI Capital Management	144	6K
Legacy Wealth Managment, LLC/ID	87	4K
American Wealth Advisors, LLC	4	0K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
BANK OF AMERICA CORP /DE	+297,655	+13.7%	2,464,429
Arkadios Wealth Advisors	+155,942	+170.0%	247,673
AE Wealth Management LLC	+140,252	+10.8%	1,443,080
RETIREMITTEN FINANCIAL LLC	+27,185	+10.7%	280,658
JANE STREET GROUP, LLC	+23,151	+166.8%	37,031
BlackRock, Inc.	+11,862	+5.8%	217,279
JONES FINANCIAL COMPANIES LLLP	+10,423	+18.6%	66,413
ENVESTNET ASSET MANAGEMENT INC	+8,943	+11.7%	85,430
Betterment LLC	+7,966	+31.3%	33,388
Sound Income Strategies, LLC	+7,629	+19.6%	46,637
Cetera Investment Advisers	+6,155	+7.5%	88,620
ETF Portfolio Partners, Inc.	+5,467	+5.2%	110,478
Equitable Holdings, Inc.	+4,767	+12.2%	43,691
VestGen Advisors, LLC	+3,925	+34.1%	15,442
MORGAN STANLEY	+3,752	+3.1%	126,550
CreativeOne Wealth, LLC	+3,142	+4.4%	75,082
SCHMIDT P J INVESTMENT MANAGEMENT I	+3,038	+4.6%	68,757
MML INVESTORS SERVICES, LLC	+1,513	+7.6%	21,505
Cedar Mountain Advisors, LLC	+1,173	+0.5%	245,120
RAYMOND JAMES FINANCIAL INC	+1,114	+2.3%	50,619

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
AMERIPRISE FINANCIAL INC	-310,929	-57.5%	230,132
TOUNJIAN ADVISORY PARTNERS, LLC	-37,462	-99.8%	76
Verde Capital Management	-19,627	-11.2%	154,947
WELLS FARGO & COMPANY/MN	-19,287	-11.3%	151,963
Elevated Capital Advisors, LLC	-14,571	-69.0%	6,537
LPL Financial LLC	-9,703	-7.3%	123,830
CREATIVE FINANCIAL DESIGNS INC /ADV	-5,851	-7.0%	77,588
ROYAL BANK OF CANADA	-3,208	-9.2%	31,747
Wealthfront Advisers LLC	-3,154	-6.6%	44,692
Advisory Services Network, LLC	-2,234	-32.2%	4,701
COMMONWEALTH EQUITY SERVICES, LLC	-1,962	-17.6%	9,171
PLANWISER FINANCIAL, LLC	-1,271	-20.8%	4,839
Sanctuary Advisors, LLC	-1,219	-14.8%	7,007
PlanVest Financial, Inc	-1,138	-32.5%	2,362
Summit Wealth Partners, LLC	-1,084	-6.4%	15,810
SHP Wealth Management	-961	-56.3%	745
Safeguard Investment Advisory Group	-890	-5.9%	14,303
Cambridge Investment Research Advis	-866	-8.7%	9,041
Geneos Wealth Management Inc.	-796	-51.0%	766
JPMORGAN CHASE & CO	-500	-2.1%	23,084

ILTB Institutional Ownership

Institutional Ownership — ILTB

Ownership Trends

Top Institutional Holders (113 total)

Recent Activity

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