$94.97

+0.65 (+0.69%)

Weekly Expected Move ±1.8%

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ETF NASDAQ · AUM $3.5B

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

Institutional Ownership — JIVE

230

Institutional Holders

+36 vs prior quarter

0.0%

Ownership

+0.00pp

Total Invested

New Positions

119

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (239 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	LPL Financial LLC	4,892,554	465M	+1,937,592	+65.6%	8Q	SEC ↗
2	ENVESTNET ASSET MANAGEMENT INC	2,612,993	248M	+1,035,252	+65.6%	8Q	SEC ↗
3	RiverFront Investment Group, LLC	2,410,748	229M	+873,103	+56.8%	8Q	SEC ↗
4	RAYMOND JAMES FINANCIAL INC	1,631,463	155M	+811,653	+99.0%	7Q	SEC ↗
5	BANK OF AMERICA CORP /DE	1,312,600	125M	+146,617	+12.6%	4Q	SEC ↗
6	OSAIC HOLDINGS, INC.	1,010,651	96M	+127,735	+14.5%	8Q	SEC ↗
7	JONES FINANCIAL COMPANIES LLLP	778,421	74M	+396,851	+104.0%	4Q	SEC ↗
8	MML INVESTORS SERVICES, LLC	751,691	71M	+437,479	+139.2%	5Q	SEC ↗
9	Janney Montgomery Scott LLC	736,762	70M	+200,292	+37.3%	8Q	SEC ↗
10	ROYAL BANK OF CANADA	666,422	63M	+189,314	+39.7%	8Q	SEC ↗
11	Private Advisor Group, LLC	636,925	60M	+323,233	+103.0%	5Q	SEC ↗
12	Cetera Investment Advisers	578,611	55M	+68,510	+13.4%	7Q	SEC ↗
13	Cambridge Investment Research Advisors	509,077	48M	+202,658	+66.1%	6Q	SEC ↗
14	COMMONWEALTH EQUITY SERVICES, LLC	315,799	30M	+75,277	+31.3%	6Q	SEC ↗
15	Grant Street Asset Management, Inc. NEW	290,616	28M	—	+0.0%	1Q	SEC ↗
16	GREENWOOD GEARHART LLC NEW	270,228	26M	—	+0.0%	1Q	SEC ↗
17	Cooper Financial Group NEW	253,083	24M	—	+0.0%	1Q	SEC ↗
18	JPMORGAN CHASE & CO	253,072	24M	+47,011	+22.8%	5Q	SEC ↗
19	Vestmark Advisory Solutions, Inc.	234,138	22M	-21	-0.0%	4Q	SEC ↗
20	FLOW TRADERS U.S. LLC NEW	221,227	21M	—	+0.0%	1Q	SEC ↗
21	JANE STREET GROUP, LLC	210,487	20M	+179,746	+584.7%	11Q	SEC ↗
22	NORTHWESTERN MUTUAL WEALTH MANAGEMENT	208,216	20M	+8,037	+4.0%	3Q	SEC ↗
23	Lineweaver Wealth Advisors, LLC	192,301	18M	+7,121	+3.8%	5Q	SEC ↗
24	Lido Advisors, LLC	172,098	16M	-324,226	-65.3%	3Q	SEC ↗
25	Pine Valley Investments Ltd Liability	169,449	16M	+15,873	+10.3%	3Q	SEC ↗
26	Aspire Capital Advisors LLC	168,752	16M	+36,983	+28.1%	2Q	SEC ↗
27	Pallas Capital Advisors LLC	153,994	15M	+9,471	+6.6%	4Q	SEC ↗
28	AVAII WEALTH MANAGEMENT, LLC	153,298	15M	+8,866	+6.1%	5Q	SEC ↗
29	VERUS CAPITAL PARTNERS, LLC	148,795	14M	+4,544	+3.2%	7Q	SEC ↗
30	N.E.W. Advisory Services LLC	143,330	14M	+4,854	+3.5%	5Q	SEC ↗
31	Kestra Advisory Services, LLC	142,495	14M	+13,649	+10.6%	4Q	SEC ↗
32	TD Waterhouse Canada Inc.	139,660	13M	+37,259	+36.4%	2Q	SEC ↗
33	ASSETMARK, INC	124,719	12M	-4,284	-3.3%	4Q	SEC ↗
34	Oak Barrel Wealth Advisory LLC NEW	116,833	11M	—	+0.0%	1Q	SEC ↗
35	KWB Wealth	110,823	11M	+22,699	+25.8%	3Q	SEC ↗
36	Modus Advisors, LLC	109,194	10M	+1,946	+1.8%	3Q	SEC ↗
37	SSI INVESTMENT MANAGEMENT LLC NEW	108,997	10M	—	+0.0%	1Q	SEC ↗
38	Archer Investment Corp	108,257	10M	+9,946	+10.1%	3Q	SEC ↗
39	CARY STREET PARTNERS FINANCIAL LLC	99,081	9M	+11,580	+13.2%	5Q	SEC ↗
40	Cornerstone Wealth Management, LLC	92,398	9M	-20,009	-17.8%	4Q	SEC ↗
41	STIFEL FINANCIAL CORP	92,122	9M	+20,091	+27.9%	7Q	SEC ↗
42	Plan Group Financial, LLC	89,917	9M	+19,484	+27.7%	4Q	SEC ↗
43	HighTower Advisors, LLC	89,735	9M	+15,478	+20.8%	3Q	SEC ↗
44	NATIXIS ADVISORS, LLC	86,148	8M	+44,802	+108.4%	3Q	SEC ↗
45	MENORA MIVTACHIM HOLDINGS LTD.	83,777	8M	—	+0.0%	2Q	SEC ↗
46	PFG Advisors	81,689	8M	+11,911	+17.1%	3Q	SEC ↗
47	Farther Finance Advisors, LLC	78,847	7M	+78,058	+9893.3%	4Q	SEC ↗
48	Rehmann Capital Advisory Group	77,931	7M	+11,572	+17.4%	3Q	SEC ↗
49	Saxony Capital Management, LLC	77,538	7M	+12,650	+19.5%	4Q	SEC ↗
50	Steward Partners Investment Advisory,	77,095	7M	+31,346	+68.5%	3Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
Grant Street Asset Management, Inc.	290,616	28M
GREENWOOD GEARHART LLC	270,228	26M
Cooper Financial Group	253,083	24M
FLOW TRADERS U.S. LLC	221,227	21M
Oak Barrel Wealth Advisory LLC	116,833	11M
SSI INVESTMENT MANAGEMENT LLC	108,997	10M
Wealthcare Advisory Partners LLC	67,325	6M
Central Pacific Bank - Trust Divisi	50,625	5M
Envestnet Portfolio Solutions, Inc.	44,113	4M
Cardinal Strategic Wealth Guidance	39,687	4M
Savvy Advisors, Inc.	31,706	3M
Arax Advisory Partners	27,556	3M
Waverly Advisors, LLC	27,240	3M
TruWealth Advisors, LLC	25,445	2M
Boyer Financial Services, Inc.	22,235	2M
Belpointe Asset Management LLC	17,845	2M
Atria Investments, Inc	15,730	1M
WCG Wealth Advisors LLC	12,913	1M
KENNEDY INVESTMENT GROUP, INC.	10,326	981K
GTS SECURITIES LLC	8,558	813K

Sold Out (15)

Holder	Prev Shares	Prev Value
FIDUCIARY FAMILY OFFICE, LLC	118,000	11M
SUSQUEHANNA INTERNATIONAL GROUP, LL	88,230	8M
RFG Advisory, LLC	17,148	2M
Bay Colony Advisory Group, Inc d/b/	3,961	376K
Annis Gardner Whiting Capital Advis	620	59K
MAI Capital Management	465	44K
Clarity Asset Management, Inc.	357	34K
Rockefeller Capital Management L.P.	151	14K
ARMSTRONG ADVISORY GROUP, INC	140	13K
QUADRANT CAPITAL GROUP LLC	138	13K
TWIN PEAKS WEALTH ADVISORS, LLC	75	7K
HAZLETT, BURT & WATSON, INC.	60	6K
SageView Advisory Group, LLC	32	3K
Western Wealth Management, LLC	23	2K
Russell Investments Group, Ltd.	17	2K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
LPL Financial LLC	+1,937,592	+65.6%	4,892,554
ENVESTNET ASSET MANAGEMENT INC	+1,035,252	+65.6%	2,612,993
RiverFront Investment Group, LLC	+873,103	+56.8%	2,410,748
RAYMOND JAMES FINANCIAL INC	+811,653	+99.0%	1,631,463
MML INVESTORS SERVICES, LLC	+437,479	+139.2%	751,691
JONES FINANCIAL COMPANIES LLLP	+396,851	+104.0%	778,421
Private Advisor Group, LLC	+323,233	+103.0%	636,925
Cambridge Investment Research Advis	+202,658	+66.1%	509,077
Janney Montgomery Scott LLC	+200,292	+37.3%	736,762
ROYAL BANK OF CANADA	+189,314	+39.7%	666,422
JANE STREET GROUP, LLC	+179,746	+584.7%	210,487
BANK OF AMERICA CORP /DE	+146,617	+12.6%	1,312,600
OSAIC HOLDINGS, INC.	+127,735	+14.5%	1,010,651
Farther Finance Advisors, LLC	+78,058	+9893.3%	78,847
COMMONWEALTH EQUITY SERVICES, LLC	+75,277	+31.3%	315,799
Cetera Investment Advisers	+68,510	+13.4%	578,611
JPMORGAN CHASE & CO	+47,011	+22.8%	253,072
NATIXIS ADVISORS, LLC	+44,802	+108.4%	86,148
TD Waterhouse Canada Inc.	+37,259	+36.4%	139,660
Aspire Capital Advisors LLC	+36,983	+28.1%	168,752

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
Lido Advisors, LLC	-324,226	-65.3%	172,098
CITADEL ADVISORS LLC	-162,661	-94.8%	8,875
OLD MISSION CAPITAL LLC	-41,319	-68.0%	19,406
Equitable Holdings, Inc.	-36,981	-42.4%	50,198
A4 Wealth Advisors LLC	-29,393	-85.4%	5,042
Cornerstone Wealth Management, LLC	-20,009	-17.8%	92,398
CIBC WORLD MARKET INC.	-15,861	-37.4%	26,547
WESPAC Advisors, LLC	-8,093	-14.8%	46,528
Gateway Wealth Partners, LLC	-8,038	-42.6%	10,826
Foundations Investment Advisors, LL	-4,840	-22.1%	17,058
Patriot Financial Group Insurance A	-4,449	-21.6%	16,129
ASSETMARK, INC	-4,284	-3.3%	124,719
NewEdge Advisors, LLC	-3,018	-79.4%	785
UBS Group AG	-2,705	-64.8%	1,472
Delta Investment Management, LLC	-2,091	-7.0%	27,995
Sowell Financial Services LLC	-1,324	-15.0%	7,477
NewEdge Wealth, LLC	-1,088	-7.2%	14,101
PARK AVENUE SECURITIES LLC	-955	-2.8%	33,300
THOROUGHBRED FINANCIAL SERVICES, LL	-841	-4.9%	16,390
SMITH, MOORE & CO.	-804	-11.4%	6,263

JIVE Institutional Ownership

Institutional Ownership — JIVE

Ownership Trends

Top Institutional Holders (239 total)

Recent Activity

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