$45.90

-0.01 (-0.02%)

Weekly Expected Move ±0.4%

$46 $46 $46 $46 $46

ETF AMEX · AUM $851.5M

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

Institutional Ownership — JSCP

132

Institutional Holders

+2 vs prior quarter

0.0%

Ownership

+0.00pp

722M

Total Invested

New Positions

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (139 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	JPMORGAN CHASE & CO	2,659,489	$122M	+86,900	+3.4%	12Q	SEC ↗
2	EP Wealth Advisors, LLC	2,173,607	$100M	-45,794	-2.1%	3Q	SEC ↗
3	CWM, LLC	927,435	$43M	+30,031	+3.3%	10Q	SEC ↗
4	HB Wealth Management, LLC	666,586	$31M	-85,500	-11.4%	6Q	SEC ↗
5	Roberts Wealth Advisors, LLC	626,222	$29M	+38,849	+6.6%	6Q	SEC ↗
6	MCF Advisors LLC	514,151	$24M	+5,137	+1.0%	2Q	SEC ↗
7	CGN Advisors LLC	445,972	$20M	+59,233	+15.3%	8Q	SEC ↗
8	Apella Capital, LLC	414,958	$19M	-15,698	-3.6%	4Q	SEC ↗
9	5th Street Advisors, LLC	396,649	$18M	+11,036	+2.9%	12Q	SEC ↗
10	Bridgewealth Advisory Group, LLC	387,797	$18M	+15,308	+4.1%	11Q	SEC ↗
11	HighTower Advisors, LLC	373,551	$17M	-13,638	-3.5%	21Q	SEC ↗
12	TD Capital Management LLC	372,471	$17M	+50,529	+15.7%	8Q	SEC ↗
13	Roof Eidam Maycock Peralta, LLC	347,102	$16M	-709	-0.2%	13Q	SEC ↗
14	Integrated Wealth Concepts LLC	343,466	$16M	+12,847	+3.9%	2Q	SEC ↗
15	SkyOak Wealth, LLC	313,090	$14M	+21,644	+7.4%	11Q	SEC ↗
16	Hennion & Walsh Asset Management, Inc.	312,314	$14M	+32,417	+11.6%	5Q	SEC ↗
17	Summit Financial, LLC	294,935	$14M	+15,777	+5.7%	2Q	SEC ↗
18	RAYMOND JAMES FINANCIAL INC	278,885	$13M	-19,312	-6.5%	7Q	SEC ↗
19	SIGNET FINANCIAL MANAGEMENT, LLC	277,982	$13M	+14,145	+5.4%	4Q	SEC ↗
20	Focus Partners Wealth	256,767	$12M	+1,350	+0.5%	3Q	SEC ↗
21	Global Retirement Partners, LLC NEW	209,110	$10M	—	+0.0%	1Q	SEC ↗
22	Main Street Financial Solutions, LLC	189,754	$9M	+4,287	+2.3%	7Q	SEC ↗
23	UBS Group AG	186,871	$9M	+3,304	+1.8%	14Q	SEC ↗
24	OSAIC HOLDINGS, INC.	173,527	$8M	-162,717	-48.4%	21Q	SEC ↗
25	WEALTH ENHANCEMENT ADVISORY SERVICES,	145,674	$7M	+17,950	+14.1%	9Q	SEC ↗
26	Perigon Wealth Management, LLC	138,292	$6M	+13,846	+11.1%	8Q	SEC ↗
27	Waverly Advisors, LLC	133,923	$6M	-6,227	-4.4%	10Q	SEC ↗
28	MAI Capital Management	133,167	$6M	+17,172	+14.8%	7Q	SEC ↗
29	COMMONWEALTH EQUITY SERVICES, LLC	127,950	$6M	+15,515	+13.8%	17Q	SEC ↗
30	Boyce & Associates Wealth Consulting,	122,458	$6M	+3,097	+2.6%	2Q	SEC ↗
31	JONES FINANCIAL COMPANIES LLLP	120,108	$6M	+11,837	+10.9%	8Q	SEC ↗
32	Legacy Edge Advisors, LLC	119,228	$5M	+17,160	+16.8%	5Q	SEC ↗
33	New Insight Wealth Advisors	103,714	$5M	+29,068	+38.9%	3Q	SEC ↗
34	CARY STREET PARTNERS FINANCIAL LLC	102,898	$5M	-6,782	-6.2%	4Q	SEC ↗
35	NOESIS CAPITAL MANGEMENT CORP	102,715	$5M	+4,363	+4.4%	17Q	SEC ↗
36	LPL Financial LLC	97,376	$4M	+67,753	+228.7%	7Q	SEC ↗
37	Milestone Investment Advisors LLC	92,768	$4M	+2,325	+2.6%	13Q	SEC ↗
38	BELLEVUE ASSET MANAGEMENT, LLC	83,297	$4M	-11,099	-11.8%	5Q	SEC ↗
39	21 West Wealth Management LLC	76,794	$4M	-8,352	-9.8%	5Q	SEC ↗
40	CAPTRUST FINANCIAL ADVISORS	74,686	$3M	-69	-0.1%	8Q	SEC ↗
41	HARBOUR INVESTMENT MANAGEMENT LLC	71,860	$3M	+1,010	+1.4%	3Q	SEC ↗
42	Wealthspire Advisors, LLC	66,366	$3M	+14,576	+28.1%	4Q	SEC ↗
43	STIFEL FINANCIAL CORP	65,624	$3M	+39,804	+154.2%	3Q	SEC ↗
44	Curry Webb Wealth Management LLC	59,320	$3M	-2,157	-3.5%	3Q	SEC ↗
45	PROMETHIUM ADVISORS,LLC	57,265	$3M	+4,200	+7.9%	6Q	SEC ↗
46	Tradition Wealth Management, LLC	54,636	$3M	-1,621	-2.9%	19Q	SEC ↗
47	Heritage Wealth Management, Inc.	52,686	$2M	+1,771	+3.5%	9Q	SEC ↗
48	Clear Creek Financial Management, LLC	50,862	$2M	+5,678	+12.6%	3Q	SEC ↗
49	Farther Finance Advisors, LLC	40,549	$2M	+4,700	+13.1%	4Q	SEC ↗
50	Ameritas Advisory Services, LLC	39,515	$2M	+18,590	+88.8%	2Q	SEC ↗

Recent Activity

New Positions (11)

Holder	Shares	Value
Global Retirement Partners, LLC	209,110	$10M
Clear Point Advisors Inc.	37,040	$2M
MCCARTER PRIVATE WEALTH SERVICES LL	28,695	$1M
Tempus Wealth Planning, LLC	13,202	$606K
MAGNOLIA CAPITAL ADVISORS LLC	8,990	$413K
BENJAMIN EDWARDS INC	6,237	$286K
Barnes Wealth Management Group, Inc	4,626	$212K
IMA Advisory Services, Inc.	4,290	$197K
Cedar Mountain Advisors, LLC	2,939	$135K
IFG Advisory, LLC	2,130	$98K
NewEdge Advisors, LLC	215	$10K

Sold Out (13)

Holder	Prev Shares	Prev Value
Allworth Financial LP	248,537	$11M
Thrivent Financial for Lutherans	169,638	$8M
FLOW TRADERS U.S. LLC	22,579	$1M
TBH Global Asset Management, LLC	19,190	$881K
OLD MISSION CAPITAL LLC	17,170	$788K
GOLDMAN SACHS GROUP INC	12,216	$561K
Gateway Wealth Partners, LLC	9,000	$413K
SEEDS INVESTOR LLC	8,911	$409K
Tortoise Investment Management, LLC	5,695	$261K
KM Capital Management Ltd.	1,575	$72K
Comprehensive Financial Planning, I	511	$23K
ASSETMARK, INC	137	$6K
Advisory Services Network, LLC	8	$0K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
JPMORGAN CHASE & CO	+86,900	+3.4%	2,659,489
LPL Financial LLC	+67,753	+228.7%	97,376
CGN Advisors LLC	+59,233	+15.3%	445,972
TD Capital Management LLC	+50,529	+15.7%	372,471
STIFEL FINANCIAL CORP	+39,804	+154.2%	65,624
Roberts Wealth Advisors, LLC	+38,849	+6.6%	626,222
Hennion & Walsh Asset Management, I	+32,417	+11.6%	312,314
CWM, LLC	+30,031	+3.3%	927,435
New Insight Wealth Advisors	+29,068	+38.9%	103,714
SkyOak Wealth, LLC	+21,644	+7.4%	313,090
LexAurum Advisors, LLC	+20,092	+113.3%	37,824
Ameritas Advisory Services, LLC	+18,590	+88.8%	39,515
WEALTH ENHANCEMENT ADVISORY SERVICE	+17,950	+14.1%	145,674
MAI Capital Management	+17,172	+14.8%	133,167
Legacy Edge Advisors, LLC	+17,160	+16.8%	119,228
Summit Financial, LLC	+15,777	+5.7%	294,935
COMMONWEALTH EQUITY SERVICES, LLC	+15,515	+13.8%	127,950
Bridgewealth Advisory Group, LLC	+15,308	+4.1%	387,797
Wealthspire Advisors, LLC	+14,576	+28.1%	66,366
BARNES PETTEY FINANCIAL ADVISORS, L	+14,298	+67.8%	35,391

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
OSAIC HOLDINGS, INC.	-162,717	-48.4%	173,527
HB Wealth Management, LLC	-85,500	-11.4%	666,586
EP Wealth Advisors, LLC	-45,794	-2.1%	2,173,607
Merit Financial Group, LLC	-28,559	-68.4%	13,209
Visionary Wealth Advisors	-28,484	-83.9%	5,484
RAYMOND JAMES FINANCIAL INC	-19,312	-6.5%	278,885
Apella Capital, LLC	-15,698	-3.6%	414,958
HighTower Advisors, LLC	-13,638	-3.5%	373,551
BELLEVUE ASSET MANAGEMENT, LLC	-11,099	-11.8%	83,297
21 West Wealth Management LLC	-8,352	-9.8%	76,794
CARY STREET PARTNERS FINANCIAL LLC	-6,782	-6.2%	102,898
Waverly Advisors, LLC	-6,227	-4.4%	133,923
SUSQUEHANNA INTERNATIONAL GROUP, LL	-5,586	-19.4%	23,266
Kingsview Wealth Management, LLC	-4,598	-12.9%	31,176
MidAtlantic Capital Management, Inc	-2,409	-14.1%	14,657
BEAM WEALTH ADVISORS, INC.	-2,248	-7.7%	27,027
PNC Financial Services Group, Inc.	-2,209	-24.8%	6,694
BLUEDOOR PRIVATE WEALTH, LLC	-2,164	-20.6%	8,360
Curry Webb Wealth Management LLC	-2,157	-3.5%	59,320
Tradition Wealth Management, LLC	-1,621	-2.9%	54,636

JSCP Institutional Ownership

Institutional Ownership — JSCP

Ownership Trends

Top Institutional Holders (139 total)

Recent Activity

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