$48.75

-0.02 (-0.04%)

Weekly Expected Move ±0.4%

$48 $49 $49 $49 $49

ETF AMEX · AUM $1.5B

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

Institutional Ownership — JFLX

Institutional Holders

+9 vs prior quarter

0.0%

Ownership

+0.00pp

873M

Total Invested

New Positions

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (106 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	JPMORGAN CHASE & CO	3,174,103	155M	+143,919	+4.7%	4Q	SEC ↗
2	Glenview Trust Co	2,137,759	104M	+42,929	+2.0%	4Q	SEC ↗
3	Provenance Wealth Advisors, LLC	1,449,324	71M	+23,296	+1.6%	3Q	SEC ↗
4	WELLS FARGO & COMPANY/MN	1,375,502	67M	+109,454	+8.6%	4Q	SEC ↗
5	Pinnacle Financial Partners, Inc.	862,473	42M	+51,489	+6.3%	3Q	SEC ↗
6	Allegheny Financial Group	702,054	34M	+4,193	+0.6%	4Q	SEC ↗
7	ASSETMARK, INC	619,515	30M	-10,743	-1.7%	4Q	SEC ↗
8	COMMONWEALTH EQUITY SERVICES, LLC	562,838	27M	+169,887	+43.2%	4Q	SEC ↗
9	LPL Financial LLC	479,555	23M	+35,956	+8.1%	4Q	SEC ↗
10	American Trust	457,456	22M	+7,385	+1.6%	4Q	SEC ↗
11	Sterling Investment Advisors, Ltd.	452,085	22M	+18,544	+4.3%	4Q	SEC ↗
12	RAYMOND JAMES FINANCIAL INC	431,294	21M	+78,256	+22.2%	4Q	SEC ↗
13	Spartan Wealth Advisory Services LLC	429,039	21M	+7,549	+1.8%	2Q	SEC ↗
14	ARQ WEALTH ADVISORS, LLC NEW	386,223	19M	—	+0.0%	1Q	SEC ↗
15	Coastal Bridge Advisors, LLC	354,302	17M	+16,902	+5.0%	4Q	SEC ↗
16	Cetera Investment Advisers	275,423	13M	-1,101	-0.4%	4Q	SEC ↗
17	Bleakley Financial Group, LLC	261,497	13M	+4,565	+1.8%	3Q	SEC ↗
18	WealthPlan Investment Management, LLC	260,215	13M	+63,057	+32.0%	4Q	SEC ↗
19	Evolution Wealth Advisors, LLC	223,817	11M	-4,606	-2.0%	4Q	SEC ↗
20	NORTHWESTERN MUTUAL WEALTH MANAGEMENT	204,250	10M	+13,000	+6.8%	4Q	SEC ↗
21	DAYMARK WEALTH PARTNERS, LLC	188,632	9M	+8,757	+4.9%	3Q	SEC ↗
22	AMERIPRISE FINANCIAL INC	173,978	8M	-33,144	-16.0%	4Q	SEC ↗
23	Perigon Wealth Management, LLC	172,635	8M	+20,285	+13.3%	4Q	SEC ↗
24	ENVESTNET ASSET MANAGEMENT INC	146,466	7M	-20,284	-12.2%	4Q	SEC ↗
25	ROYAL BANK OF CANADA	128,936	6M	+32,863	+34.2%	4Q	SEC ↗
26	TRUIST FINANCIAL CORP	112,135	5M	+192	+0.2%	4Q	SEC ↗
27	Rockefeller Capital Management L.P.	103,738	5M	+11,939	+13.0%	4Q	SEC ↗
28	National Philanthropic Trust	94,147	5M	-24,086	-20.4%	3Q	SEC ↗
29	Greenwich Wealth Management LLC	81,112	4M	+27,767	+52.1%	2Q	SEC ↗
30	KINTRA WEALTH, LLC NEW	79,551	4M	—	+0.0%	1Q	SEC ↗
31	GOLDMAN SACHS GROUP INC NEW	75,566	4M	—	+0.0%	1Q	SEC ↗
32	Focus Partners Wealth	71,497	3M	-1,217	-1.7%	4Q	SEC ↗
33	CITADEL ADVISORS LLC	67,049	3M	+9,303	+16.1%	2Q	SEC ↗
34	ARBOR CAPITAL MANAGEMENT INC /ADV	65,024	3M	-7,463	-10.3%	4Q	SEC ↗
35	WealthPLAN Partners, LLC	62,682	3M	+40,446	+181.9%	3Q	SEC ↗
36	JONES FINANCIAL COMPANIES LLLP	59,114	3M	-1,366	-2.3%	3Q	SEC ↗
37	Sanctuary Advisors, LLC	35,317	2M	-857	-2.4%	4Q	SEC ↗
38	OSAIC HOLDINGS, INC.	34,308	2M	+6,900	+25.2%	4Q	SEC ↗
39	Simplicity Wealth,LLC	33,250	2M	+3,526	+11.9%	4Q	SEC ↗
40	Private Advisor Group, LLC	30,727	1M	+2,432	+8.6%	4Q	SEC ↗
41	UBS Group AG	30,663	1M	+22,786	+289.3%	4Q	SEC ↗
42	Oak Barrel Wealth Advisory LLC NEW	28,953	1M	—	+0.0%	1Q	SEC ↗
43	CHOREO, LLC	27,957	1M	—	+0.0%	3Q	SEC ↗
44	RAFFA WEALTH MANAGEMENT, LLC	27,436	1M	—	+0.0%	4Q	SEC ↗
45	Bluesphere Advisors LLC	26,166	1M	+312	+1.2%	4Q	SEC ↗
46	Klingman & Associates, LLC	25,367	1M	-346	-1.3%	4Q	SEC ↗
47	ARWA LLC	24,210	1M	+3,958	+19.5%	3Q	SEC ↗
48	Modern Wealth Management, LLC	22,395	1M	-159,229	-87.7%	2Q	SEC ↗
49	Cedar Mountain Advisors, LLC NEW	20,383	994K	—	+0.0%	1Q	SEC ↗
50	Krilogy Financial LLC NEW	17,650	860K	—	+0.0%	1Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
ARQ WEALTH ADVISORS, LLC	386,223	19M
KINTRA WEALTH, LLC	79,551	4M
GOLDMAN SACHS GROUP INC	75,566	4M
Oak Barrel Wealth Advisory LLC	28,953	1M
Cedar Mountain Advisors, LLC	20,383	994K
Krilogy Financial LLC	17,650	860K
HB Wealth Management, LLC	8,885	433K
GEN Financial Management, INC.	8,448	412K
BESSEMER GROUP INC	7,800	380K
Farther Finance Advisors, LLC	7,284	355K
FAGAN ASSOCIATES, INC.	6,215	303K
STIFEL FINANCIAL CORP	5,575	272K
B & T Capital Management DBA Alpha	5,005	244K
Global Retirement Partners, LLC	1,630	79K
HARBOUR INVESTMENTS, INC.	1,533	75K
NewEdge Advisors, LLC	652	32K
ROTHSCHILD INVESTMENT LLC	358	17K
Cape Investment Advisory, Inc.	160	8K
FIFTH THIRD BANCORP	82	4K
TOWER TRUST & INVESTMENT Co	79	4K

Sold Out (17)

Holder	Prev Shares	Prev Value
Virtu Financial LLC	99,391	5M
LWM Advisory Services, LLC	79,111	4M
HighTower Advisors, LLC	62,513	3M
JANE STREET GROUP, LLC	33,266	2M
Sunflower Bank, N.A.	11,611	566K
OLD MISSION CAPITAL LLC	8,941	436K
Stelac Advisory Services LLC	7,091	346K
RPS ADVISORY SOLUTIONS LLC	6,268	306K
Ameritas Advisory Services, LLC	5,508	269K
HRT FINANCIAL LP	4,789	233K
Bogart Wealth, LLC	2,565	125K
Kestra Advisory Services, LLC	1,413	69K
BankPlus Trust Department	1,210	59K
EVOLUTION WEALTH MANAGEMENT INC.	1,025	50K
Advisory Services Network, LLC	674	33K
BAYBAN	60	3K
Smartleaf Asset Management LLC	0	0K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
COMMONWEALTH EQUITY SERVICES, LLC	+169,887	+43.2%	562,838
JPMORGAN CHASE & CO	+143,919	+4.7%	3,174,103
WELLS FARGO & COMPANY/MN	+109,454	+8.6%	1,375,502
RAYMOND JAMES FINANCIAL INC	+78,256	+22.2%	431,294
WealthPlan Investment Management, L	+63,057	+32.0%	260,215
Pinnacle Financial Partners, Inc.	+51,489	+6.3%	862,473
Glenview Trust Co	+42,929	+2.0%	2,137,759
WealthPLAN Partners, LLC	+40,446	+181.9%	62,682
LPL Financial LLC	+35,956	+8.1%	479,555
ROYAL BANK OF CANADA	+32,863	+34.2%	128,936
Greenwich Wealth Management LLC	+27,767	+52.1%	81,112
Provenance Wealth Advisors, LLC	+23,296	+1.6%	1,449,324
UBS Group AG	+22,786	+289.3%	30,663
Perigon Wealth Management, LLC	+20,285	+13.3%	172,635
Sterling Investment Advisors, Ltd.	+18,544	+4.3%	452,085
Coastal Bridge Advisors, LLC	+16,902	+5.0%	354,302
NORTHWESTERN MUTUAL WEALTH MANAGEME	+13,000	+6.8%	204,250
Rockefeller Capital Management L.P.	+11,939	+13.0%	103,738
CITADEL ADVISORS LLC	+9,303	+16.1%	67,049
DAYMARK WEALTH PARTNERS, LLC	+8,757	+4.9%	188,632

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
Modern Wealth Management, LLC	-159,229	-87.7%	22,395
MORGAN STANLEY	-146,434	-98.2%	2,644
AMERIPRISE FINANCIAL INC	-33,144	-16.0%	173,978
National Philanthropic Trust	-24,086	-20.4%	94,147
ENVESTNET ASSET MANAGEMENT INC	-20,284	-12.2%	146,466
ASSETMARK, INC	-10,743	-1.7%	619,515
ARBOR CAPITAL MANAGEMENT INC /ADV	-7,463	-10.3%	65,024
MML INVESTORS SERVICES, LLC	-5,042	-48.5%	5,356
Evolution Wealth Advisors, LLC	-4,606	-2.0%	223,817
JONES FINANCIAL COMPANIES LLLP	-1,366	-2.3%	59,114
Focus Partners Wealth	-1,217	-1.7%	71,497
Cetera Investment Advisers	-1,101	-0.4%	275,423
Sanctuary Advisors, LLC	-857	-2.4%	35,317
Patton Albertson Miller Group, LLC	-440	-3.8%	11,020
Klingman & Associates, LLC	-346	-1.3%	25,367
Ashton Thomas Private Wealth, LLC	-273	-65.0%	147
Certified Advisory Corp	-128	-0.7%	17,534
Park Square Financial Group, LLC	-90	-72.0%	35
Balefire, LLC	-59	-0.6%	9,550
Rossby Financial, LCC	-3	-1.6%	182

JFLX Institutional Ownership

Institutional Ownership — JFLX

Ownership Trends

Top Institutional Holders (106 total)

Recent Activity

Sign in to InsiderStreet