$49.48

+0.40 (+0.81%)

Weekly Expected Move ±1.3%

$48 $49 $49 $50 $51

ETF CBOE · AUM $263.5M

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

Institutional Ownership — IWMI

120

Institutional Holders

+30 vs prior quarter

0.0%

Ownership

+0.00pp

181M

Total Invested

New Positions

Increased

Reduced

Closed

1.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (125 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	LPL Financial LLC	739,510	37M	+175,595	+31.1%	6Q	SEC ↗
2	MADDEN SECURITIES Corp	263,232	13M	+109	+0.0%	6Q	SEC ↗
3	PREVAIL INNOVATIVE WEALTH ADVISORS, LL	175,355	9M	+82,285	+88.4%	2Q	SEC ↗
4	Gradient Investments LLC	165,461	8M	+1,255	+0.8%	7Q	SEC ↗
5	Cascade Wealth Advisors, Inc	124,435	6M	-23	-0.0%	4Q	SEC ↗
6	Farther Finance Advisors, LLC	116,283	6M	+14,244	+14.0%	2Q	SEC ↗
7	ROYAL BANK OF CANADA	99,238	5M	+46,995	+90.0%	4Q	SEC ↗
8	Private Advisor Group, LLC	94,467	5M	+89,813	+1929.8%	2Q	SEC ↗
9	UBS Group AG NEW	92,263	5M	—	+0.0%	1Q	SEC ↗
10	STIFEL FINANCIAL CORP	89,382	4M	+25,944	+40.9%	7Q	SEC ↗
11	Owen LaRue, LLC	81,072	4M	+55,237	+213.8%	4Q	SEC ↗
12	MML INVESTORS SERVICES, LLC	70,420	3M	-13,672	-16.3%	3Q	SEC ↗
13	Palacios Wealth Management, LLC	62,100	3M	+3,623	+6.2%	4Q	SEC ↗
14	Garden State Investment Advisory Servi	60,325	3M	+16,765	+38.5%	7Q	SEC ↗
15	Summit Financial, LLC	60,003	3M	+13,769	+29.8%	3Q	SEC ↗
16	Rockefeller Capital Management L.P.	59,828	3M	+6,516	+12.2%	3Q	SEC ↗
17	Marshall & Sterling Wealth Advisors In	57,258	3M	+8,593	+17.7%	2Q	SEC ↗
18	Independence Wealth Advisors, LLC	54,710	3M	+6,957	+14.6%	3Q	SEC ↗
19	Moran Wealth Management, LLC	42,152	2M	+10,036	+31.2%	3Q	SEC ↗
20	OLD MISSION CAPITAL LLC	38,838	2M	+26,481	+214.3%	2Q	SEC ↗
21	Mutual Advisors, LLC	35,853	2M	+6,853	+23.6%	6Q	SEC ↗
22	Capital Investment Advisory Services,	33,157	2M	+3,650	+12.4%	7Q	SEC ↗
23	High Net Worth Advisory Group LLC	31,258	2M	+110	+0.4%	8Q	SEC ↗
24	HERBST GROUP, LLC NEW	31,151	2M	—	+0.0%	1Q	SEC ↗
25	INSIGNEO ADVISORY SERVICES, LLC NEW	29,700	1M	—	+0.0%	1Q	SEC ↗
26	ENVESTNET ASSET MANAGEMENT INC	27,711	1M	+16,264	+142.1%	2Q	SEC ↗
27	Brookwood Investment Group LLC	26,256	1M	-3,837	-12.8%	5Q	SEC ↗
28	INDEPENDENT FINANCIAL GROUP, LLC	26,215	1M	+2,793	+11.9%	3Q	SEC ↗
29	Wellington Grp LLC	25,777	1M	+23,155	+883.1%	2Q	SEC ↗
30	FSA Advisors, Inc.	24,916	1M	+4,350	+21.2%	3Q	SEC ↗
31	SEAVIEW INVESTMENT MANAGERS LLC	23,887	1M	+7,977	+50.1%	2Q	SEC ↗
32	Steward Partners Investment Advisory,	23,613	1M	+7,691	+48.3%	2Q	SEC ↗
33	Kestra Advisory Services, LLC	23,077	1M	+2,436	+11.8%	4Q	SEC ↗
34	STEPHENS INC /AR	22,885	1M	-1,050	-4.4%	5Q	SEC ↗
35	KINGSWOOD WEALTH ADVISORS, LLC	20,291	1M	+8,418	+70.9%	2Q	SEC ↗
36	NFSG Corp	18,391	910K	+1,931	+11.7%	6Q	SEC ↗
37	Cambridge Investment Research Advisors	18,188	900K	+5,299	+41.1%	4Q	SEC ↗
38	Diversify Advisory Services, LLC NEW	15,541	769K	—	+0.0%	1Q	SEC ↗
39	DIVERSIFY WEALTH MANAGEMENT, LLC NEW	15,541	769K	—	+0.0%	1Q	SEC ↗
40	Valmark Advisers, Inc.	15,485	766K	—	+0.0%	2Q	SEC ↗
41	ENTREWEALTH, LLC NEW	15,000	742K	—	+0.0%	1Q	SEC ↗
42	KESTRA PRIVATE WEALTH SERVICES, LLC	14,542	720K	+1,616	+12.5%	6Q	SEC ↗
43	SeaCrest Wealth Management, LLC	14,500	717K	+3,500	+31.8%	5Q	SEC ↗
44	Gateway Wealth Partners, LLC	14,445	715K	-3,747	-20.6%	3Q	SEC ↗
45	PFG Investments, LLC	13,332	660K	+104	+0.8%	3Q	SEC ↗
46	VectorGlobal IAG, Inc. NEW	13,105	648K	—	+0.0%	1Q	SEC ↗
47	HighTower Advisors, LLC NEW	12,604	624K	—	+0.0%	1Q	SEC ↗
48	Navis Wealth Advisors, LLC NEW	12,512	619K	—	+0.0%	1Q	SEC ↗
49	PSI Advisors, LLC	12,508	619K	+7,426	+146.1%	4Q	SEC ↗
50	Walkner Condon Financial Advisors LLC	11,290	559K	+5,445	+93.2%	2Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
UBS Group AG	92,263	5M
HERBST GROUP, LLC	31,151	2M
INSIGNEO ADVISORY SERVICES, LLC	29,700	1M
DIVERSIFY WEALTH MANAGEMENT, LLC	15,541	769K
Diversify Advisory Services, LLC	15,541	769K
ENTREWEALTH, LLC	15,000	742K
VectorGlobal IAG, Inc.	13,105	648K
HighTower Advisors, LLC	12,604	624K
Navis Wealth Advisors, LLC	12,512	619K
CITADEL ADVISORS LLC	11,275	558K
TRUIST FINANCIAL CORP	11,041	546K
IFG Advisory, LLC	10,239	507K
&PARTNERS	8,410	416K
COMMONWEALTH EQUITY SERVICES, LLC	7,687	380K
Quotient Wealth Partners, LLC	5,883	291K
Virtue Capital Management, LLC	5,001	247K
OneDigital Investment Advisors LLC	5,000	247K
Advisory Advocates, LLC	4,439	220K
Meridian Wealth Management, LLC	4,300	213K
CAP Partners, LLC	4,298	213K

Sold Out (10)

Holder	Prev Shares	Prev Value
JANE STREET GROUP, LLC	107,022	5M
Savvy Advisors, Inc.	12,604	624K
NORTHWESTERN MUTUAL WEALTH MANAGEME	6,685	331K
HRT FINANCIAL LP	6,327	313K
Sound Income Strategies, LLC	1,725	85K
AdvisorNet Financial, Inc	353	17K
Essential Partners LLC	59	3K
Global Wealth Strategies & Associat	29	1K
MOTCO	19	1K
MORGAN STANLEY	1	0K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
LPL Financial LLC	+175,595	+31.1%	739,510
Private Advisor Group, LLC	+89,813	+1929.8%	94,467
PREVAIL INNOVATIVE WEALTH ADVISORS,	+82,285	+88.4%	175,355
Owen LaRue, LLC	+55,237	+213.8%	81,072
ROYAL BANK OF CANADA	+46,995	+90.0%	99,238
OLD MISSION CAPITAL LLC	+26,481	+214.3%	38,838
STIFEL FINANCIAL CORP	+25,944	+40.9%	89,382
Wellington Grp LLC	+23,155	+883.1%	25,777
Garden State Investment Advisory Se	+16,765	+38.5%	60,325
ENVESTNET ASSET MANAGEMENT INC	+16,264	+142.1%	27,711
Farther Finance Advisors, LLC	+14,244	+14.0%	116,283
Summit Financial, LLC	+13,769	+29.8%	60,003
Moran Wealth Management, LLC	+10,036	+31.2%	42,152
Marshall & Sterling Wealth Advisors	+8,593	+17.7%	57,258
KINGSWOOD WEALTH ADVISORS, LLC	+8,418	+70.9%	20,291
SEAVIEW INVESTMENT MANAGERS LLC	+7,977	+50.1%	23,887
Steward Partners Investment Advisor	+7,691	+48.3%	23,613
PSI Advisors, LLC	+7,426	+146.1%	12,508
Independence Wealth Advisors, LLC	+6,957	+14.6%	54,710
Mutual Advisors, LLC	+6,853	+23.6%	35,853

Biggest Decreases (11)

Holder	Reduced	Change %	Total Shares
MML INVESTORS SERVICES, LLC	-13,672	-16.3%	70,420
Cresset Asset Management, LLC	-4,392	-36.7%	7,563
Brookwood Investment Group LLC	-3,837	-12.8%	26,256
Gateway Wealth Partners, LLC	-3,747	-20.6%	14,445
Foguth Wealth Management, LLC.	-1,248	-22.4%	4,318
STEPHENS INC /AR	-1,050	-4.4%	22,885
GROUP ONE TRADING LLC	-948	-45.1%	1,152
Naviter Wealth, LLC	-942	-12.3%	6,722
Stratos Wealth Partners, LTD.	-239	-3.5%	6,540
Cascade Wealth Advisors, Inc	-23	-0.0%	124,435
Capital Analysts, LLC	-10	-5.5%	172

IWMI Institutional Ownership

Institutional Ownership — IWMI

Ownership Trends

Top Institutional Holders (125 total)

Recent Activity

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