$53.05

+0.69 (+1.32%)

Weekly Expected Move ±1.9%

$51 $52 $53 $54 $55

ETF AMEX · AUM $4.2B

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

Institutional Ownership — IMTM

264

Institutional Holders

+12 vs prior quarter

0.0%

Ownership

+0.00pp

Total Invested

New Positions

104

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (285 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	MERCER GLOBAL ADVISORS INC /ADV	25,849,053	1.4B	+1,841,268	+7.7%	30Q	SEC ↗
2	WEALTH ENHANCEMENT ADVISORY SERVICES,	13,428,393	$712M	+1,448,633	+12.1%	18Q	SEC ↗
3	RITHOLTZ WEALTH MANAGEMENT	1,825,275	$97M	+102,546	+6.0%	20Q	SEC ↗
4	MORGAN STANLEY	1,554,531	$82M	+103,207	+7.1%	42Q	SEC ↗
5	NORTHWESTERN MUTUAL WEALTH MANAGEMENT	1,165,748	$62M	+63,525	+5.8%	26Q	SEC ↗
6	Symmetry Partners, LLC	948,588	$50M	+30,355	+3.3%	8Q	SEC ↗
7	AMERIPRISE FINANCIAL INC	764,004	$41M	+91,834	+13.7%	16Q	SEC ↗
8	FMR LLC	755,702	$40M	+58,993	+8.5%	25Q	SEC ↗
9	BANK OF AMERICA CORP /DE	743,848	$39M	+11,634	+1.6%	15Q	SEC ↗
10	Sixth Street Partners Management Compa NEW	733,639	$39M	—	+0.0%	1Q	SEC ↗
11	CHARLES SCHWAB INVESTMENT MANAGEMENT I	733,639	$39M	-16,033	-2.1%	4Q	SEC ↗
12	ENVESTNET ASSET MANAGEMENT INC	672,511	$36M	+66,596	+11.0%	35Q	SEC ↗
13	Mariner, LLC	665,140	$35M	+45,676	+7.4%	20Q	SEC ↗
14	UBS Group AG	659,017	$35M	+56,493	+9.4%	37Q	SEC ↗
15	Acropolis Investment Management, LLC	640,207	$34M	+7,091	+1.1%	24Q	SEC ↗
16	GREAT VALLEY ADVISOR GROUP, INC.	548,458	$29M	+71,634	+15.0%	8Q	SEC ↗
17	Janney Montgomery Scott LLC	484,705	$26M	+5,857	+1.2%	7Q	SEC ↗
18	Shore Point Advisors, LLC	483,285	$26M	+29,983	+6.6%	19Q	SEC ↗
19	Armbruster Capital Management, Inc.	460,391	$24M	+7,464	+1.6%	26Q	SEC ↗
20	LPL Financial LLC	457,807	$24M	+54,511	+13.5%	25Q	SEC ↗
21	Kathmere Capital Management, LLC	455,627	$24M	+22,149	+5.1%	27Q	SEC ↗
22	PEAPACK GLADSTONE FINANCIAL CORP	369,827	$20M	+134,899	+57.4%	6Q	SEC ↗
23	ATLAS CAPITAL ADVISORS INC.	324,355	$17M	+67,677	+26.4%	3Q	SEC ↗
24	AdvisorShares Investments LLC	323,586	$17M	-9,502	-2.9%	3Q	SEC ↗
25	CABOT WEALTH MANAGEMENT INC	322,958	$17M	+7,764	+2.5%	24Q	SEC ↗
26	Venture Visionary Partners LLC	311,126	$17M	+19,971	+6.9%	5Q	SEC ↗
27	Straight Path Wealth Management	298,739	$16M	+3,799	+1.3%	19Q	SEC ↗
28	Family Capital Trust Co	269,905	$14M	-77	-0.0%	12Q	SEC ↗
29	Vise Technologies, Inc.	268,566	$14M	+48,391	+22.0%	5Q	SEC ↗
30	MML INVESTORS SERVICES, LLC	267,302	$14M	+46,482	+21.0%	22Q	SEC ↗
31	Focus Financial Network, Inc.	264,351	$14M	+4,932	+1.9%	8Q	SEC ↗
32	Financial Partners Group, Inc	253,750	$13M	+46,580	+22.5%	10Q	SEC ↗
33	OSAIC HOLDINGS, INC.	235,122	$12M	+21,446	+10.0%	26Q	SEC ↗
34	ATWOOD & PALMER INC	224,812	$12M	-3,905	-1.7%	26Q	SEC ↗
35	Apella Capital, LLC	214,996	$11M	-6,974	-3.1%	13Q	SEC ↗
36	Solano Wealth Investment Advisors LLC	209,765	$11M	+581	+0.3%	5Q	SEC ↗
37	Sequoia Financial Advisors, LLC	199,961	$11M	-1,132	-0.6%	7Q	SEC ↗
38	Archvest Wealth Advisors, Inc.	183,959	$10M	-1,030	-0.6%	8Q	SEC ↗
39	BlackRock, Inc.	174,505	$9M	-130,985	-42.9%	8Q	SEC ↗
40	CGC Financial Services, LLC	173,298	$9M	-2,696	-1.5%	13Q	SEC ↗
41	Wealth Enhancement Trust Services, Inc	169,524	$9M	+22,819	+15.6%	3Q	SEC ↗
42	Cetera Investment Advisers	160,362	$9M	-1,360	-0.8%	11Q	SEC ↗
43	Venturi Wealth Management, LLC	157,490	$8M	+13,779	+9.6%	6Q	SEC ↗
44	Alexis Investment Partners, LLC	146,985	$8M	-48,051	-24.6%	5Q	SEC ↗
45	EP Wealth Advisors, LLC	135,471	$7M	+128,438	+1826.2%	3Q	SEC ↗
46	Occidental Asset Management, LLC	128,611	$7M	+7,333	+6.0%	13Q	SEC ↗
47	Opes Wealth Management LLC	127,493	$7M	-154	-0.1%	25Q	SEC ↗
48	ROYAL BANK OF CANADA	123,523	$7M	-208,133	-62.8%	38Q	SEC ↗
49	Financial Freedom, LLC	123,503	$7M	-6,921	-5.3%	9Q	SEC ↗
50	Fifth Third Wealth Advisors LLC NEW	119,296	$6M	—	+0.0%	1Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
Sixth Street Partners Management Co	733,639	$39M
Fifth Third Wealth Advisors LLC	119,296	$6M
Nuveen, LLC	79,667	$4M
IMA Advisory Services, Inc.	14,873	$789K
Finward Bancorp	13,407	$711K
Brand Asset Management Group, Inc.	10,844	$575K
Planning Strategies Inc.	9,126	$484K
Wealthspire Advisors, LLC	7,879	$418K
Mission Financial Group, LLC	6,958	$369K
TIAA-CREF INDIVIDUAL & INSTITUTIONA	6,789	$360K
Corient Private Wealth LP	5,706	$303K
KINTRA WEALTH, LLC	5,445	$289K
Brooklyn Investment Group	5,358	$284K
Savant Capital, LLC	4,495	$238K
OPPENHEIMER & CO INC	4,130	$219K
Polaris Investment Advisors, LLC	4,050	$215K
Breakwater Capital Group	3,996	$212K
Facet Wealth, Inc.	3,827	$203K
Plante Moran Financial Advisors, LL	1,112	$59K
Key Financial Inc	657	$35K

Sold Out (20)

Holder	Prev Shares	Prev Value
Ocean Park Asset Management, LLC	358,247	$19M
CITADEL ADVISORS LLC	243,552	$13M
JANE STREET GROUP, LLC	229,425	$12M
Empire Life Investments Inc.	70,900	$4M
SUSQUEHANNA INTERNATIONAL GROUP, LL	55,284	$3M
Financial Enhancement Group LLC	52,710	$3M
Quadrature Capital Ltd	45,076	$2M
MARSHALL WACE, LLP	21,550	$1M
BAROMETER CAPITAL MANAGEMENT INC.	18,900	$1M
RENAISSANCE TECHNOLOGIES LLC	14,800	$785K
Qube Research & Technologies Ltd	12,479	$662K
TBH Global Asset Management, LLC	12,063	$640K
Y-Intercept (Hong Kong) Ltd	11,548	$613K
Arkadios Wealth Advisors	10,811	$574K
Balyasny Asset Management L.P.	10,800	$573K
Aprio Wealth Management, LLC	8,046	$427K
Heirloom Wealth Management	8,021	$426K
Snowden Capital Advisors LLC	8,000	$424K
FLOW TRADERS U.S. LLC	7,411	$393K
NorthCoast Asset Management LLC	5,765	$306K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
MERCER GLOBAL ADVISORS INC /ADV	+1,841,268	+7.7%	25,849,053
WEALTH ENHANCEMENT ADVISORY SERVICE	+1,448,633	+12.1%	13,428,393
PEAPACK GLADSTONE FINANCIAL CORP	+134,899	+57.4%	369,827
EP Wealth Advisors, LLC	+128,438	+1826.2%	135,471
MORGAN STANLEY	+103,207	+7.1%	1,554,531
RITHOLTZ WEALTH MANAGEMENT	+102,546	+6.0%	1,825,275
AMERIPRISE FINANCIAL INC	+91,834	+13.7%	764,004
GREAT VALLEY ADVISOR GROUP, INC.	+71,634	+15.0%	548,458
ATLAS CAPITAL ADVISORS INC.	+67,677	+26.4%	324,355
ENVESTNET ASSET MANAGEMENT INC	+66,596	+11.0%	672,511
NORTHWESTERN MUTUAL WEALTH MANAGEME	+63,525	+5.8%	1,165,748
TD PRIVATE CLIENT WEALTH LLC	+61,064	+211.5%	89,932
FMR LLC	+58,993	+8.5%	755,702
UBS Group AG	+56,493	+9.4%	659,017
LPL Financial LLC	+54,511	+13.5%	457,807
Vise Technologies, Inc.	+48,391	+22.0%	268,566
Financial Partners Group, Inc	+46,580	+22.5%	253,750
MML INVESTORS SERVICES, LLC	+46,482	+21.0%	267,302
Mariner, LLC	+45,676	+7.4%	665,140
Rollins Financial Advisors, LLC	+43,774	+77.4%	100,317

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
ROYAL BANK OF CANADA	-208,133	-62.8%	123,523
BlackRock, Inc.	-130,985	-42.9%	174,505
Segment Wealth Management, LLC	-100,506	-47.9%	109,113
Alexis Investment Partners, LLC	-48,051	-24.6%	146,985
NewEdge Advisors, LLC	-45,200	-44.5%	56,309
JPMORGAN CHASE & CO	-29,517	-23.4%	96,834
Medallion Wealth Advisors, LLC	-24,200	-98.8%	295
Simplicity Wealth,LLC	-18,244	-47.6%	20,102
CHARLES SCHWAB INVESTMENT MANAGEMEN	-16,033	-2.1%	733,639
AdvisorShares Investments LLC	-9,502	-2.9%	323,586
MISSION WEALTH MANAGEMENT, LP	-9,425	-30.2%	21,757
Bell Investment Advisors, Inc	-7,845	-39.3%	12,139
Ashton Thomas Private Wealth, LLC	-7,230	-21.2%	26,866
Apella Capital, LLC	-6,974	-3.1%	214,996
Financial Freedom, LLC	-6,921	-5.3%	123,503
ATWOOD & PALMER INC	-3,905	-1.7%	224,812
Rockefeller Capital Management L.P.	-3,636	-17.0%	17,716
Farther Finance Advisors, LLC	-3,259	-59.2%	2,243
COMMONWEALTH EQUITY SERVICES, LLC	-3,044	-5.5%	51,924
Cerity Partners LLC	-2,743	-17.7%	12,766

IMTM Institutional Ownership

Institutional Ownership — IMTM

Ownership Trends

Top Institutional Holders (285 total)

Recent Activity

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