$37.93

+0.16 (+0.42%)

Weekly Expected Move ±0.8%

$37 $38 $38 $38 $39

ETF CBOE · AUM $130.9M

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

Institutional Ownership — KOCT

Institutional Holders

-7 vs prior quarter

0.0%

Ownership

+0.00pp

110M

Total Invested

New Positions

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (108 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	HighTower Advisors, LLC	297,483	$11M	+9,929	+3.5%	15Q	SEC ↗
2	Compass Financial Group, Inc.	239,489	$9M	-1,044	-0.4%	8Q	SEC ↗
3	OSAIC HOLDINGS, INC.	181,221	$7M	+13,799	+8.2%	26Q	SEC ↗
4	PRINCIPAL SECURITIES, INC.	166,573	$6M	-127	-0.1%	11Q	SEC ↗
5	SageView Advisory Group, LLC	163,752	$6M	-8,135	-4.7%	7Q	SEC ↗
6	Creative Planning	163,752	$6M	-8,135	-4.7%	2Q	SEC ↗
7	Cetera Investment Advisers	136,706	$5M	-40,193	-22.7%	19Q	SEC ↗
8	COMMONWEALTH EQUITY SERVICES, LLC	125,507	$5M	-3,033	-2.4%	19Q	SEC ↗
9	BFI Wealth Solutions, LLC	98,837	$4M	+9,747	+10.9%	3Q	SEC ↗
10	SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW	70,589	$3M	—	+0.0%	1Q	SEC ↗
11	LPL Financial LLC	61,892	$2M	+5,622	+10.0%	11Q	SEC ↗
12	Global Strategic Investment Solutions,	51,826	$2M	-3,322	-6.0%	16Q	SEC ↗
13	DHJJ Financial Advisors, Ltd.	49,663	$2M	-45	-0.1%	23Q	SEC ↗
14	OLD MISSION CAPITAL LLC	47,087	$2M	+7,996	+20.5%	2Q	SEC ↗
15	BLUE BELL PRIVATE WEALTH MANAGEMENT, L	44,431	$2M	-41	-0.1%	15Q	SEC ↗
16	Valtinson Bruner Financial Planning LL	42,093	$2M	-295	-0.7%	15Q	SEC ↗
17	OneDigital Investment Advisors LLC	41,960	$2M	+6,023	+16.8%	4Q	SEC ↗
18	Focus Partners Wealth	38,791	$1M	+211	+0.5%	9Q	SEC ↗
19	TRUIST FINANCIAL CORP	38,010	$1M	-15,663	-29.2%	19Q	SEC ↗
20	ENVESTNET ASSET MANAGEMENT INC	37,409	$1M	-15,047	-28.7%	14Q	SEC ↗
21	FOUNDERS FINANCIAL SECURITIES LLC	37,226	$1M	+4,047	+12.2%	6Q	SEC ↗
22	Kestra Advisory Services, LLC	35,934	$1M	-6,244	-14.8%	23Q	SEC ↗
23	Capital Investment Advisory Services,	35,029	$1M	—	+0.0%	14Q	SEC ↗
24	Sunbelt Securities, Inc.	33,011	$1M	+6,529	+24.7%	22Q	SEC ↗
25	Stratos Wealth Advisors, LLC	32,415	$1M	-956	-2.9%	11Q	SEC ↗
26	Arax Advisory Partners NEW	29,396	$1M	—	+0.0%	1Q	SEC ↗
27	U.S. Capital Wealth Advisors, LLC	28,360	$1M	-2,207	-7.2%	14Q	SEC ↗
28	INDEPENDENT FINANCIAL GROUP, LLC	27,444	$1M	+600	+2.2%	16Q	SEC ↗
29	RAYMOND JAMES FINANCIAL INC	26,437	$1M	-145	-0.5%	7Q	SEC ↗
30	IFP Advisors, Inc	25,617	$972K	-1,700	-6.2%	19Q	SEC ↗
31	Wood Tarver Financial Group, LLC	23,056	$875K	—	+0.0%	7Q	SEC ↗
32	Concurrent Investment Advisors, LLC	22,779	$864K	-960	-4.0%	4Q	SEC ↗
33	GOLDMAN SACHS GROUP INC	22,296	$846K	-2,704	-10.8%	2Q	SEC ↗
34	Janney Montgomery Scott LLC	20,975	$796K	-100	-0.5%	4Q	SEC ↗
35	CWM, LLC	20,825	$790K	-7,498	-26.5%	13Q	SEC ↗
36	Fragasso Financial Advisors Inc	20,353	$772K	—	+0.0%	19Q	SEC ↗
37	Compass Advisory Group LLC	20,326	$771K	-55	-0.3%	16Q	SEC ↗
38	Long Island Wealth Management, Inc.	19,598	$743K	—	+0.0%	11Q	SEC ↗
39	WEALTH ALLIANCE, LLC	19,375	$735K	-1,405	-6.8%	15Q	SEC ↗
40	Cambridge Investment Research Advisors	19,237	$730K	-3,083	-13.8%	23Q	SEC ↗
41	RETIREMENT GUYS FORMULA LLC	18,541	$703K	-162	-0.9%	6Q	SEC ↗
42	Cape Investment Advisory, Inc.	18,500	$702K	—	+0.0%	3Q	SEC ↗
43	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	17,447	$662K	-90	-0.5%	19Q	SEC ↗
44	WEALTH ENHANCEMENT ADVISORY SERVICES,	15,063	$571K	-1,146	-7.1%	5Q	SEC ↗
45	Advisory Services Network, LLC	14,954	$567K	—	+0.0%	11Q	SEC ↗
46	FIDUCIARY FINANCIAL GROUP, LLC	13,699	$520K	—	+0.0%	3Q	SEC ↗
47	Keating Financial Advisory Services, I	13,352	$506K	—	+0.0%	3Q	SEC ↗
48	Cornerstone Wealth, LLC/TN	13,210	$501K	—	+0.0%	2Q	SEC ↗
49	Diligent Investors, LLC	13,036	$494K	-1,000	-7.1%	11Q	SEC ↗
50	AXXCESS WEALTH MANAGEMENT, LLC	12,228	$464K	—	+0.0%	4Q	SEC ↗

Recent Activity

New Positions (5)

Holder	Shares	Value
SUSQUEHANNA INTERNATIONAL GROUP, LL	70,589	$3M
Arax Advisory Partners	29,396	$1M
Schulz Wealth, LTD.	5,930	$225K
Luminist Capital LLC	337	$13K
Vision Retirement, LLC	305	$12K

Sold Out (8)

Holder	Prev Shares	Prev Value
COMMONS CAPITAL, LLC	44,495	$2M
CORRADO ADVISORS, LLC	34,507	$1M
MERCER GLOBAL ADVISORS INC /ADV	18,658	$708K
Atlantic Private Wealth, LLC	17,553	$666K
Brookstone Capital Management	16,505	$626K
Arete Wealth Advisors, LLC	8,734	$331K
JPMORGAN CHASE & CO	8,058	$306K
Forvis Mazars Wealth Advisors, LLC	6,314	$239K

Biggest Increases (16)

Holder	Added	Change %	Total Shares
OSAIC HOLDINGS, INC.	+13,799	+8.2%	181,221
HighTower Advisors, LLC	+9,929	+3.5%	297,483
BFI Wealth Solutions, LLC	+9,747	+10.9%	98,837
OLD MISSION CAPITAL LLC	+7,996	+20.5%	47,087
Sunbelt Securities, Inc.	+6,529	+24.7%	33,011
OneDigital Investment Advisors LLC	+6,023	+16.8%	41,960
LPL Financial LLC	+5,622	+10.0%	61,892
First Commonwealth Financial Corp /	+4,450	+71.7%	10,656
FOUNDERS FINANCIAL SECURITIES LLC	+4,047	+12.2%	37,226
MML INVESTORS SERVICES, LLC	+2,490	+35.1%	9,593
CoreCap Advisors, LLC	+2,265	+48.3%	6,957
NewEdge Advisors, LLC	+1,211	+15.8%	8,867
CITADEL ADVISORS LLC	+836	+12.5%	7,535
INDEPENDENT FINANCIAL GROUP, LLC	+600	+2.2%	27,444
Focus Partners Wealth	+211	+0.5%	38,791
Sigma Planning Corp	+60	+0.6%	9,359

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
Cetera Investment Advisers	-40,193	-22.7%	136,706
TRUIST FINANCIAL CORP	-15,663	-29.2%	38,010
ENVESTNET ASSET MANAGEMENT INC	-15,047	-28.7%	37,409
SageView Advisory Group, LLC	-8,135	-4.7%	163,752
Creative Planning	-8,135	-4.7%	163,752
CWM, LLC	-7,498	-26.5%	20,825
Kestra Advisory Services, LLC	-6,244	-14.8%	35,934
Global Strategic Investment Solutio	-3,322	-6.0%	51,826
Cambridge Investment Research Advis	-3,083	-13.8%	19,237
COMMONWEALTH EQUITY SERVICES, LLC	-3,033	-2.4%	125,507
GOLDMAN SACHS GROUP INC	-2,704	-10.8%	22,296
Elmwood Wealth Management, Inc.	-2,350	-27.8%	6,100
U.S. Capital Wealth Advisors, LLC	-2,207	-7.2%	28,360
Outlook Wealth Advisors, LLC	-1,948	-22.2%	6,808
IFP Advisors, Inc	-1,700	-6.2%	25,617
WEALTH ALLIANCE, LLC	-1,405	-6.8%	19,375
First Heartland Consultants, Inc.	-1,291	-15.6%	6,961
WEALTH ENHANCEMENT ADVISORY SERVICE	-1,146	-7.1%	15,063
Compass Financial Group, Inc.	-1,044	-0.4%	239,489
Diligent Investors, LLC	-1,000	-7.1%	13,036

KOCT Institutional Ownership

Institutional Ownership — KOCT

Ownership Trends

Top Institutional Holders (108 total)

Recent Activity

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