$47.03

+0.42 (+0.90%)

Weekly Expected Move ±1.6%

$46 $46 $47 $48 $49

ETF AMEX · AUM $301.6M

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

Institutional Ownership — ISMD

122

Institutional Holders

+17 vs prior quarter

0.0%

Ownership

+0.00pp

243M

Total Invested

New Positions

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (128 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	Inspire Advisors, LLC	1,579,201	74M	+134,198	+9.3%	23Q	SEC ↗
2	OneAscent Financial Services LLC	793,784	37M	+17,216	+2.2%	7Q	SEC ↗
3	Christian Investment Advisors, Inc.	336,477	16M	-24,772	-6.9%	5Q	SEC ↗
4	LPL Financial LLC	262,369	12M	+48,010	+22.4%	33Q	SEC ↗
5	Inspire Investing, LLC	206,820	10M	+16,965	+8.9%	35Q	SEC ↗
6	PAX Financial Group, LLC	200,796	9M	+862	+0.4%	22Q	SEC ↗
7	Sound Financial Strategies Group, LLC	78,430	4M	+779	+1.0%	9Q	SEC ↗
8	SILVER OAK SECURITIES, INCORPORATED	70,865	3M	+4,675	+7.1%	18Q	SEC ↗
9	AlphaStar Capital Management, LLC	70,736	3M	+3,350	+5.0%	35Q	SEC ↗
10	WEALTH ENHANCEMENT ADVISORY SERVICES,	67,415	3M	+10,717	+18.9%	3Q	SEC ↗
11	GOLDMAN SACHS GROUP INC	64,475	3M	-30,412	-32.1%	15Q	SEC ↗
12	CREATIVE FINANCIAL DESIGNS INC /ADV	51,047	2M	+1,090	+2.2%	38Q	SEC ↗
13	GTS SECURITIES LLC	45,717	2M	+8,998	+24.5%	8Q	SEC ↗
14	TWO SIGMA INVESTMENTS, LP	42,800	2M	+11,700	+37.6%	3Q	SEC ↗
15	UBS Group AG	41,621	2M	+86	+0.2%	26Q	SEC ↗
16	Simplicity Wealth,LLC	40,936	2M	+35,044	+594.8%	3Q	SEC ↗
17	Cetera Investment Advisers	37,044	2M	+1,667	+4.7%	15Q	SEC ↗
18	EverSource Wealth Advisors, LLC	36,857	2M	+1,311	+3.7%	19Q	SEC ↗
19	WorthPointe, LLC	35,099	2M	-5,094	-12.7%	3Q	SEC ↗
20	UNITED CAPITAL FINANCIAL ADVISORS, LLC	34,824	2M	+4,736	+15.7%	7Q	SEC ↗
21	CITADEL ADVISORS LLC NEW	32,910	2M	—	+0.0%	1Q	SEC ↗
22	CARLSON FINANCIAL, INC.	31,681	1M	+119	+0.4%	3Q	SEC ↗
23	Chevy Chase Trust Holdings, LLC	31,330	1M	-2,955	-8.6%	2Q	SEC ↗
24	LVZ, Inc.	28,646	1M	-165	-0.6%	31Q	SEC ↗
25	Focus Partners Advisor Solutions, LLC	27,900	1M	+2,635	+10.4%	4Q	SEC ↗
26	Bare Financial Services, Inc	27,551	1M	-152	-0.5%	11Q	SEC ↗
27	FAMILY WEALTH PARTNERS, LLC	23,465	1M	+2,386	+11.3%	4Q	SEC ↗
28	Cornerstone Financial Management LLC	23,462	1M	-2,946	-11.2%	3Q	SEC ↗
29	AE Wealth Management LLC	22,368	1M	+4,783	+27.2%	7Q	SEC ↗
30	JONES FINANCIAL COMPANIES LLLP	20,432	961K	+3,637	+21.7%	7Q	SEC ↗
31	Financial Advisory Corp	19,696	926K	-1,914	-8.9%	7Q	SEC ↗
32	Cambridge Investment Research Advisors	19,070	897K	-1,733	-8.3%	15Q	SEC ↗
33	Koss-Olinger Consulting, LLC	18,988	893K	—	+0.0%	9Q	SEC ↗
34	TRUST POINT INC.	18,952	891K	-844	-4.3%	11Q	SEC ↗
35	COMMONWEALTH EQUITY SERVICES, LLC	18,579	874K	+1,391	+8.1%	13Q	SEC ↗
36	CWM, LLC	18,494	870K	-993	-5.1%	18Q	SEC ↗
37	Providence Financial Advisors, LLC	16,694	785K	+2,361	+16.5%	4Q	SEC ↗
38	IFP Advisors, Inc	15,350	722K	+382	+2.6%	9Q	SEC ↗
39	RMG Wealth Management LLC	14,836	698K	+700	+5.0%	2Q	SEC ↗
40	Keel Point, LLC	14,331	674K	—	+0.0%	35Q	SEC ↗
41	Sterling Investment Advisors, Ltd.	14,300	673K	—	+0.0%	6Q	SEC ↗
42	RAYMOND JAMES FINANCIAL INC	14,212	668K	+2,815	+24.7%	7Q	SEC ↗
43	CAPTRUST FINANCIAL ADVISORS	13,897	654K	+2,145	+18.3%	21Q	SEC ↗
44	Pinnacle Financial Partners, Inc.	13,702	644K	+8,134	+146.1%	2Q	SEC ↗
45	Faithward Advisors, LLC	13,252	623K	-22	-0.2%	28Q	SEC ↗
46	Farther Finance Advisors, LLC	13,191	620K	-467	-3.4%	2Q	SEC ↗
47	Revisor Wealth Management LLC	11,489	540K	-3,227	-21.9%	12Q	SEC ↗
48	HARBOUR INVESTMENTS, INC.	11,462	539K	+2,369	+26.1%	17Q	SEC ↗
49	OSAIC HOLDINGS, INC.	11,113	523K	+708	+6.8%	26Q	SEC ↗
50	Sanctuary Advisors, LLC	10,911	513K	-595	-5.2%	5Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
CITADEL ADVISORS LLC	32,910	2M
SUSQUEHANNA INTERNATIONAL GROUP, LL	9,902	466K
Q3 Asset Management	8,283	390K
Focus Financial Network, Inc.	8,251	388K
MML INVESTORS SERVICES, LLC	6,483	305K
Gambit Capital Management, LLC	6,344	298K
LITTLEJOHN FINANCIAL SERVICES, INC.	5,993	282K
Hilltop Holdings Inc.	5,385	253K
Legacy Wealth Asset Management, LLC	5,350	252K
PFG Advisors	5,330	251K
BENJAMIN EDWARDS INC	4,676	220K
LifeWealth Investments, LLC	4,412	207K
AQR CAPITAL MANAGEMENT LLC	4,406	207K
Merit Financial Group, LLC	4,371	206K
Crossmark Global Holdings, Inc.	4,324	203K
Betterment LLC	4,280	201K
COURIER CAPITAL LLC	4,128	194K
JOHNSON INVESTMENT COUNSEL INC	4,036	190K
Ameritas Advisory Services, LLC	2,128	100K
Aptus Capital Advisors, LLC	1,614	76K

Sold Out (17)

Holder	Prev Shares	Prev Value
JANE STREET GROUP, LLC	38,359	2M
NATIONS FINANCIAL GROUP INC, /IA/ /	29,025	1M
Independent Advisor Alliance	27,900	1M
Ocean Park Asset Management, LLC	21,079	991K
RFG Advisory, LLC	7,711	363K
MOSAIC FAMILY WEALTH PARTNERS, LLC	7,694	362K
Ascentis Independent Advisors	7,369	347K
Strategic Blueprint, LLC	5,935	279K
Kestra Advisory Services, LLC	3,091	145K
TopTier Wealth Management, LLC	2,653	125K
Root Financial Partners, LLC	1,643	77K
Sound Income Strategies, LLC	834	39K
MAI Capital Management	822	39K
Wealth Watch Advisors, INC	211	10K
Camelot Portfolios, LLC	23	1K
CITIGROUP INC	10	0K
GeoWealth Management, LLC	1	0K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
Inspire Advisors, LLC	+134,198	+9.3%	1,579,201
LPL Financial LLC	+48,010	+22.4%	262,369
Simplicity Wealth,LLC	+35,044	+594.8%	40,936
OneAscent Financial Services LLC	+17,216	+2.2%	793,784
Inspire Investing, LLC	+16,965	+8.9%	206,820
TWO SIGMA INVESTMENTS, LP	+11,700	+37.6%	42,800
WEALTH ENHANCEMENT ADVISORY SERVICE	+10,717	+18.9%	67,415
GTS SECURITIES LLC	+8,998	+24.5%	45,717
Pinnacle Financial Partners, Inc.	+8,134	+146.1%	13,702
AE Wealth Management LLC	+4,783	+27.2%	22,368
UNITED CAPITAL FINANCIAL ADVISORS,	+4,736	+15.7%	34,824
SILVER OAK SECURITIES, INCORPORATED	+4,675	+7.1%	70,865
JONES FINANCIAL COMPANIES LLLP	+3,637	+21.7%	20,432
AlphaStar Capital Management, LLC	+3,350	+5.0%	70,736
AdvisorNet Financial, Inc	+3,160	+273.6%	4,315
RAYMOND JAMES FINANCIAL INC	+2,815	+24.7%	14,212
Focus Partners Advisor Solutions, L	+2,635	+10.4%	27,900
ENVESTNET ASSET MANAGEMENT INC	+2,622	+35.8%	9,940
MCF Advisors LLC	+2,590	+168.3%	4,129
FAMILY WEALTH PARTNERS, LLC	+2,386	+11.3%	23,465

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
CreativeOne Wealth, LLC	-140,006	-96.9%	4,522
GOLDMAN SACHS GROUP INC	-30,412	-32.1%	64,475
Christian Investment Advisors, Inc.	-24,772	-6.9%	336,477
Frontier Asset Management, LLC	-10,675	-49.7%	10,808
Geneos Wealth Management Inc.	-5,995	-60.0%	4,000
WorthPointe, LLC	-5,094	-12.7%	35,099
Gateway Wealth Partners, LLC	-4,542	-39.2%	7,044
Revisor Wealth Management LLC	-3,227	-21.9%	11,489
Chevy Chase Trust Holdings, LLC	-2,955	-8.6%	31,330
Cornerstone Financial Management LL	-2,946	-11.2%	23,462
Financial Advisory Corp	-1,914	-8.9%	19,696
Cambridge Investment Research Advis	-1,733	-8.3%	19,070
CWM, LLC	-993	-5.1%	18,494
TRUST POINT INC.	-844	-4.3%	18,952
Sanctuary Advisors, LLC	-595	-5.2%	10,911
Farther Finance Advisors, LLC	-467	-3.4%	13,191
HOWE & RUSLING INC	-330	-12.8%	2,243
LVZ, Inc.	-165	-0.6%	28,646
Bare Financial Services, Inc	-152	-0.5%	27,551
Values First Advisors, Inc.	-107	-25.7%	309

ISMD Institutional Ownership

Institutional Ownership — ISMD

Ownership Trends

Top Institutional Holders (128 total)

Recent Activity

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