$47.10

-0.06 (-0.13%)

Weekly Expected Move ±0.4%

$47 $47 $47 $47 $47

ETF NASDAQ · AUM $5.0B

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

Institutional Ownership — ISTB

435

Institutional Holders

+8 vs prior quarter

0.0%

Ownership

+0.00pp

Total Invested

New Positions

169

Increased

162

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (461 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	Acorns Advisers, LLC	12,768,271	$601M	+946,675	+8.0%	24Q	SEC ↗
2	BlackRock, Inc.	7,755,189	$365M	+2,027,231	+35.4%	8Q	SEC ↗
3	STATE OF WISCONSIN INVESTMENT BOARD	5,549,725	$261M	+134,700	+2.5%	15Q	SEC ↗
4	Sixth Street Partners Management Compa NEW	2,625,257	$124M	—	+0.0%	1Q	SEC ↗
5	CHARLES SCHWAB INVESTMENT MANAGEMENT I	2,625,257	$124M	+56,362	+2.2%	15Q	SEC ↗
6	Triad Wealth Partners, LLC NEW	2,603,382	$123M	—	+0.0%	1Q	SEC ↗
7	RAYMOND JAMES FINANCIAL INC	2,421,615	$114M	+131,957	+5.8%	7Q	SEC ↗
8	JONES FINANCIAL COMPANIES LLLP	2,057,377	$97M	+294,900	+16.7%	26Q	SEC ↗
9	Mariner, LLC	1,409,398	$66M	+88,637	+6.7%	47Q	SEC ↗
10	SPINNAKER TRUST	1,370,384	$65M	-9,852	-0.7%	34Q	SEC ↗
11	Townsend & Associates, Inc	1,240,631	$58M	+35,064	+2.9%	22Q	SEC ↗
12	CAHABA WEALTH MANAGEMENT, INC.	1,213,739	$57M	+84,935	+7.5%	35Q	SEC ↗
13	LJI Wealth Management, LLC	1,198,694	$56M	+1,176,919	+5404.9%	15Q	SEC ↗
14	Seven Springs Wealth Group, LLC	1,144,207	$54M	-212,159	-15.6%	2Q	SEC ↗
15	Financial Solutions Advisory Group, In	1,124,285	$53M	-59,482	-5.0%	2Q	SEC ↗
16	MORGAN STANLEY	1,119,504	$53M	+186,947	+20.0%	55Q	SEC ↗
17	TRUST POINT INC.	1,096,210	$52M	+3,333	+0.3%	11Q	SEC ↗
18	Apella Capital, LLC	1,085,686	$51M	+137,171	+14.5%	7Q	SEC ↗
19	UBS Group AG	983,998	$46M	+42,643	+4.5%	47Q	SEC ↗
20	JPMORGAN CHASE & CO	967,738	$46M	-19,113	-1.9%	46Q	SEC ↗
21	BANK OF AMERICA CORP /DE	941,481	$44M	+20,787	+2.3%	15Q	SEC ↗
22	MBL Wealth, LLC	874,816	$41M	+40,097	+4.8%	18Q	SEC ↗
23	LPL Financial LLC	852,550	$40M	-33,568	-3.8%	51Q	SEC ↗
24	BARTLETT & CO. WEALTH MANAGEMENT LLC	852,449	$40M	+111,145	+15.0%	4Q	SEC ↗
25	WELLS FARGO & COMPANY/MN	711,800	$34M	+26,862	+3.9%	47Q	SEC ↗
26	FPC INVESTMENT ADVISORY, INC.	688,511	$32M	+35,028	+5.4%	10Q	SEC ↗
27	AMERIPRISE FINANCIAL INC	674,028	$32M	-55,011	-7.5%	16Q	SEC ↗
28	Destination Wealth Management	644,170	$30M	+11,495	+1.8%	37Q	SEC ↗
29	Geneos Wealth Management Inc.	612,142	$29M	+30,962	+5.3%	32Q	SEC ↗
30	ENVESTNET ASSET MANAGEMENT INC	609,935	$29M	+52,473	+9.4%	50Q	SEC ↗
31	Courage Miller Partners, LLC	594,284	$28M	+24,408	+4.3%	29Q	SEC ↗
32	CIM, LLC	553,486	$26M	+1,716	+0.3%	24Q	SEC ↗
33	PITTENGER & ANDERSON INC	552,509	$26M	+10,837	+2.0%	31Q	SEC ↗
34	ROYAL BANK OF CANADA	543,043	$26M	+18,085	+3.4%	55Q	SEC ↗
35	Abundance Wealth Counselors	506,326	$24M	+259,998	+105.5%	31Q	SEC ↗
36	HUNTER ASSOCIATES INVESTMENT MANAGEMEN	499,846	$24M	+21,794	+4.6%	17Q	SEC ↗
37	Bank of New York Mellon Corp	443,088	$21M	+3,193	+0.7%	7Q	SEC ↗
38	Beacon Pointe Advisors, LLC	442,762	$21M	-6,768	-1.5%	21Q	SEC ↗
39	CLEAR WAVE WEALTH MANAGEMENT LLC	440,393	$21M	+28,315	+6.9%	2Q	SEC ↗
40	Opal Wealth Advisors, LLC	414,929	$20M	-1,166	-0.3%	17Q	SEC ↗
41	Factor Wealth Management LTD	407,283	$19M	+133,160	+48.6%	7Q	SEC ↗
42	WEALTH MANAGEMENT RESOURCES, INC.	359,263	$17M	+29,219	+8.9%	11Q	SEC ↗
43	Omega Financial Group, LLC	343,682	$16M	+18,058	+5.5%	24Q	SEC ↗
44	IRON Financial LLC	329,734	$16M	-838	-0.3%	27Q	SEC ↗
45	Orion Porfolio Solutions, LLC	328,255	$15M	+49,833	+17.9%	24Q	SEC ↗
46	Alexander Randolph Advisory, Inc.	328,042	$15M	+13,191	+4.2%	11Q	SEC ↗
47	Lakeridge Wealth Management LLC	318,545	$15M	+73,329	+29.9%	11Q	SEC ↗
48	COMMONWEALTH EQUITY SERVICES, LLC	294,769	$14M	+157,122	+114.1%	35Q	SEC ↗
49	FIDUCIARY ADVISORS, INC.	270,975	$13M	+17,491	+6.9%	7Q	SEC ↗
50	Wescott Financial Advisory Group, LLC	262,339	$12M	+17,037	+6.9%	23Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
Sixth Street Partners Management Co	2,625,257	$124M
Triad Wealth Partners, LLC	2,603,382	$123M
MARYLAND CAPITAL ADVISORS INC.	159,137	$7M
Focus Partners Advisor Solutions, L	85,185	$4M
Sunesis Advisors, LLC	55,021	$3M
WIN ADVISORS, INC	22,621	$1M
Vantage Point Financial LLC	22,294	$1M
BEACON HILL WEALTH MANAGEMENT LTD.	20,936	$986K
Stone Summit Wealth LLC	16,200	$763K
Copper Harbor Investment Advisors,	15,460	$728K
Simplicity Wealth,LLC	15,378	$724K
Lido Advisors, LLC	14,953	$704K
Global Retirement Partners, LLC	12,612	$594K
M Holdings Securities, Inc.	10,550	$497K
Vise Technologies, Inc.	9,433	$444K
Talisman Wealth Advisors LLC	8,484	$400K
Arkadios Wealth Advisors	8,458	$398K
Parkwoods Wealth Partners, LLC	6,285	$296K
Wealthcare Capital Partners, LLC	6,107	$288K
Wagner Wealth Management, LLC	5,968	$281K

Sold Out (20)

Holder	Prev Shares	Prev Value
CITADEL ADVISORS LLC	413,258	$19M
Boyd Wealth Management, LLC	277,861	$13M
Investment Research Partners LLC	124,023	$6M
INVESTED ADVISORS	74,838	$4M
Avail Investment Partners, LLC	49,195	$2M
RENAISSANCE TECHNOLOGIES LLC	41,800	$2M
PICTON MAHONEY ASSET MANAGEMENT	36,951	$2M
NWAM LLC	27,065	$1M
Envestnet Portfolio Solutions, Inc.	14,961	$705K
CreativeOne Wealth, LLC	11,560	$544K
IEQ CAPITAL, LLC	11,042	$520K
TIAA-CREF INDIVIDUAL & INSTITUTIONA	10,708	$504K
Cordgrass Capital Advisors, LLC	9,769	$460K
Compound Planning, Inc.	7,977	$376K
Cerity Partners LLC	7,329	$345K
GTS SECURITIES LLC	7,217	$340K
OpenArc Corporate Advisory, LLC	7,112	$335K
Optas, LLC	6,760	$318K
Curat Global, LLC	6,477	$305K
StoneX Group Inc.	6,281	$296K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
BlackRock, Inc.	+2,027,231	+35.4%	7,755,189
LJI Wealth Management, LLC	+1,176,919	+5404.9%	1,198,694
Acorns Advisers, LLC	+946,675	+8.0%	12,768,271
JONES FINANCIAL COMPANIES LLLP	+294,900	+16.7%	2,057,377
Abundance Wealth Counselors	+259,998	+105.5%	506,326
SPIRIT OF AMERICA MANAGEMENT CORP/N	+190,523	+4178.1%	195,083
MORGAN STANLEY	+186,947	+20.0%	1,119,504
COMMONWEALTH EQUITY SERVICES, LLC	+157,122	+114.1%	294,769
Apella Capital, LLC	+137,171	+14.5%	1,085,686
STATE OF WISCONSIN INVESTMENT BOARD	+134,700	+2.5%	5,549,725
Factor Wealth Management LTD	+133,160	+48.6%	407,283
RAYMOND JAMES FINANCIAL INC	+131,957	+5.8%	2,421,615
BARTLETT & CO. WEALTH MANAGEMENT LL	+111,145	+15.0%	852,449
Mariner, LLC	+88,637	+6.7%	1,409,398
CAHABA WEALTH MANAGEMENT, INC.	+84,935	+7.5%	1,213,739
Lakeridge Wealth Management LLC	+73,329	+29.9%	318,545
MML INVESTORS SERVICES, LLC	+62,976	+38.0%	228,646
Washington Trust Bank	+60,960	+70.9%	146,947
CHARLES SCHWAB INVESTMENT MANAGEMEN	+56,362	+2.2%	2,625,257
ENVESTNET ASSET MANAGEMENT INC	+52,473	+9.4%	609,935

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
Johnson Financial Group, Inc.	-393,620	-70.4%	165,397
SUSQUEHANNA INTERNATIONAL GROUP, LL	-355,760	-95.8%	15,616
Koss-Olinger Consulting, LLC	-219,422	-71.5%	87,575
Seven Springs Wealth Group, LLC	-212,159	-15.6%	1,144,207
Strategic Financial Partners, Ltd.	-187,041	-87.3%	27,283
GOLDMAN SACHS GROUP INC	-177,047	-45.3%	213,388
JANE STREET GROUP, LLC	-149,505	-95.3%	7,439
Wealthspire Advisors, LLC	-97,649	-79.0%	25,898
Financial Solutions Advisory Group,	-59,482	-5.0%	1,124,285
EP Wealth Advisors, LLC	-55,723	-20.9%	210,758
AMERIPRISE FINANCIAL INC	-55,011	-7.5%	674,028
Greykasell Wealth Strategies, Inc.	-45,226	-96.5%	1,649
Buttonwood Financial Advisors Inc.	-36,810	-12.3%	261,384
PHILLIPS FINANCIAL MANAGEMENT, LLC	-34,094	-26.9%	92,558
LPL Financial LLC	-33,568	-3.8%	852,550
COLDSTREAM CAPITAL MANAGEMENT INC	-24,996	-34.5%	47,383
Turn8 Private Wealth Inc.	-23,921	-32.3%	50,179
JPMORGAN CHASE & CO	-19,113	-1.9%	967,738
CGN Advisors LLC	-18,140	-12.8%	123,897
Gilbert Capital Group, Inc.	-15,566	-10.6%	131,010

ISTB Institutional Ownership

Institutional Ownership — ISTB

Ownership Trends

Top Institutional Holders (461 total)

Recent Activity

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