KOMP Institutional Ownership
State Street SPDR S&P Kensho New Economies Composite ETF
1W: -0.3%
1M: +1.0%
3M: -4.3%
YTD: +9.8%
1Y: +7.1%
3Y: +76.4%
5Y: +12.4%
$67.39
+0.71 (+1.06%)
Weekly Expected Move ±2.2%
$64
$66
$67
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$70
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Institutional Ownership — KOMP
175
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
27
New Positions
52
Increased
55
Reduced
13
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (195 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | 28,216,004 | 1.9B | -1,378,301 | -4.7% | 30Q | SEC ↗ |
| 2 | Betterment LLC | 1,500,675 | $101M | +14,856 | +1.0% | 19Q | SEC ↗ |
| 3 | MIDLAND WEALTH ADVISORS, LLC | 1,135,593 | $77M | +19,099 | +1.7% | 4Q | SEC ↗ |
| 4 | SAVA PENZISKO DRUSHTVO A.D. SKOPJE | 458,174 | $31M | +292,349 | +176.3% | 4Q | SEC ↗ |
| 5 | MORGAN STANLEY | 255,165 | $17M | +7,697 | +3.1% | 25Q | SEC ↗ |
| 6 | Baird Financial Group, Inc. | 230,181 | $16M | +2,101 | +0.9% | 8Q | SEC ↗ |
| 7 | Mariner, LLC | 149,679 | $10M | -2,554 | -1.7% | 20Q | SEC ↗ |
| 8 | ROYAL BANK OF CANADA | 143,100 | $10M | +602 | +0.4% | 28Q | SEC ↗ |
| 9 | RAYMOND JAMES FINANCIAL INC | 123,309 | $8M | +24,291 | +24.5% | 7Q | SEC ↗ |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 107,235 | $7M | -10,163 | -8.7% | 4Q | SEC ↗ |
| 11 | BANK OF AMERICA CORP /DE | 99,132 | $7M | +6,257 | +6.7% | 15Q | SEC ↗ |
| 12 | Aptus Capital Advisors, LLC | 98,434 | $7M | -2,032 | -2.0% | 14Q | SEC ↗ |
| 13 | Financial Guidance Group, Inc. | 98,434 | $7M | -2,032 | -2.0% | 18Q | SEC ↗ |
| 14 | LPL Financial LLC | 81,730 | $6M | -52,350 | -39.0% | 25Q | SEC ↗ |
| 15 | GOLDMAN SACHS GROUP INC | 74,785 | $5M | +7,755 | +11.6% | 3Q | SEC ↗ |
| 16 | Private Advisory Group LLC | 71,597 | $5M | +14,927 | +26.3% | 2Q | SEC ↗ |
| 17 | MGO ONE SEVEN LLC | 70,233 | $5M | +6 | +0.0% | 10Q | SEC ↗ |
| 18 | CWM, LLC | 62,534 | $4M | +1,338 | +2.2% | 18Q | SEC ↗ |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | 62,280 | $4M | -1,746 | -2.7% | 29Q | SEC ↗ |
| 20 | Towerpoint Wealth, LLC | 52,248 | $4M | -29,183 | -35.8% | 30Q | SEC ↗ |
| 21 | Financial Enhancement Group LLC | 51,671 | $3M | +2,144 | +4.3% | 5Q | SEC ↗ |
| 22 | Wealthcare Advisory Partners LLC | 46,566 | $3M | -921 | -1.9% | 20Q | SEC ↗ |
| 23 | CITADEL ADVISORS LLC | 46,412 | $3M | -3,108 | -6.3% | 3Q | SEC ↗ |
| 24 | KINTRA WEALTH, LLC | 45,443 | $3M | -7,834 | -14.7% | 3Q | SEC ↗ |
| 25 | WELLS FARGO & COMPANY/MN | 44,094 | $3M | +7,421 | +20.2% | 24Q | SEC ↗ |
| 26 | AMERIPRISE FINANCIAL INC | 36,177 | $2M | -665 | -1.8% | 16Q | SEC ↗ |
| 27 | Austin Wealth Management, LLC | 33,787 | $2M | +896 | +2.7% | 12Q | SEC ↗ |
| 28 | HighTower Advisors, LLC | 33,325 | $2M | +2,020 | +6.5% | 26Q | SEC ↗ |
| 29 | Geneos Wealth Management Inc. | 32,956 | $2M | +508 | +1.6% | 30Q | SEC ↗ |
| 30 | PENOBSCOT WEALTH MANAGEMENT | 31,861 | $2M | +613 | +2.0% | 17Q | SEC ↗ |
| 31 | Cetera Investment Advisers | 29,794 | $2M | +2,708 | +10.0% | 10Q | SEC ↗ |
| 32 | Lunt Capital Management, Inc. | 29,437 | $2M | -946 | -3.1% | 13Q | SEC ↗ |
| 33 | WealthCare Investment Partners, LLC | 26,168 | $2M | +1,260 | +5.1% | 19Q | SEC ↗ |
| 34 | UBS Group AG | 24,886 | $2M | -8,258 | -24.9% | 22Q | SEC ↗ |
| 35 | Advantage Trust Co | 23,955 | $2M | — | +0.0% | 11Q | SEC ↗ |
| 36 | Orion Porfolio Solutions, LLC | 23,650 | $2M | -977 | -4.0% | 29Q | SEC ↗ |
| 37 | Strategic Advocates LLC | 23,585 | $2M | -263 | -1.1% | 11Q | SEC ↗ |
| 38 | Savvy Advisors, Inc. | 22,393 | $2M | +28 | +0.1% | 3Q | SEC ↗ |
| 39 | Cerity Partners LLC | 21,931 | $1M | +108 | +0.5% | 2Q | SEC ↗ |
| 40 | Focus Partners Wealth | 21,105 | $1M | +3,345 | +18.8% | 7Q | SEC ↗ |
| 41 | Vise Technologies, Inc. NEW | 20,995 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 42 | One Capital Management, LLC | 20,725 | $1M | — | +0.0% | 4Q | SEC ↗ |
| 43 | Comprehensive Money Management Service | 20,049 | $1M | -551 | -2.7% | 7Q | SEC ↗ |
| 44 | RFG Advisory, LLC | 19,923 | $1M | -2,024 | -9.2% | 4Q | SEC ↗ |
| 45 | Hughes Financial Services, LLC | 18,329 | $1M | -2,184 | -10.6% | 7Q | SEC ↗ |
| 46 | STIFEL FINANCIAL CORP | 18,094 | $1M | +5,431 | +42.9% | 9Q | SEC ↗ |
| 47 | Cambridge Investment Research Advisors | 17,573 | $1M | -404 | -2.2% | 4Q | SEC ↗ |
| 48 | Prime Capital Investment Advisors, LLC | 17,100 | $1M | +2,769 | +19.3% | 13Q | SEC ↗ |
| 49 | HRT FINANCIAL LP | 14,585 | $983K | +6,207 | +74.1% | 2Q | SEC ↗ |
| 50 | OSAIC HOLDINGS, INC. | 14,519 | $978K | +1,061 | +7.9% | 26Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Vise Technologies, Inc. | 20,995 | $1M |
| Van Hulzen Asset Management, LLC | 13,557 | $914K |
| Talisman Wealth Advisors LLC | 5,686 | $383K |
| StoneX Group Inc. | 5,118 | $345K |
| Quantinno Capital Management LP | 3,304 | $223K |
| Decker Wealth Management LLC | 2,870 | $193K |
| Capital Advantage, Inc. | 2,848 | $192K |
| MERCER GLOBAL ADVISORS INC /ADV | 2,609 | $176K |
| Global Retirement Partners, LLC | 1,669 | $112K |
| Continuum Advisory, LLC | 1,260 | $85K |
| ST GERMAIN D J CO INC | 396 | $27K |
| COMPASS FINANCIAL MANAGEMENT LLC | 271 | $18K |
| Concord Wealth Partners | 237 | $16K |
| IMA Advisory Services, Inc. | 150 | $10K |
| VANGUARD ADVISERS INC | 71 | $5K |
| Buck Wealth Strategies, LLC | 69 | $5K |
| Commonwealth Retirement Investments | 64 | $4K |
| LifeSteps Financial, Inc. | 54 | $4K |
| JPL Wealth Management, LLC | 41 | $3K |
| SECURITY NATIONAL BANK OF SIOUX CIT | 35 | $2K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| MOULTON WEALTH MANAGEMENT, INC | 143,653 | $10M |
| BNP PARIBAS FINANCIAL MARKETS | 30,000 | $2M |
| SOL Capital Management CO | 21,250 | $1M |
| JANE STREET GROUP, LLC | 12,462 | $840K |
| IHT Wealth Management, LLC | 4,280 | $288K |
| Advisory Services Network, LLC | 1,176 | $79K |
| Arax Advisory Partners | 1,079 | $73K |
| BOK Financial Private Wealth, Inc. | 800 | $54K |
| Kestra Advisory Services, LLC | 642 | $43K |
| Kohmann Bosshard Financial Services | 399 | $27K |
| EVERMAY WEALTH MANAGEMENT LLC | 390 | $26K |
| OPTIMA CAPITAL LLC | 322 | $22K |
| Kingdom Financial Group LLC. | 184 | $12K |
| Lloyd Advisory Services, LLC. | 184 | $12K |
| Archer Investment Corp | 157 | $11K |
| HIGHLINE WEALTH PARTNERS LLC | 117 | $8K |
| Western Wealth Management, LLC | 114 | $8K |
| Triumph Capital Management | 90 | $6K |
| Quaker Wealth Management, LLC | 49 | $3K |
| FLAGSHIP HARBOR ADVISORS, LLC | 47 | $3K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| SAVA PENZISKO DRUSHTVO A.D. SKOPJE | +292,349 | +176.3% | 458,174 |
| RAYMOND JAMES FINANCIAL INC | +24,291 | +24.5% | 123,309 |
| MIDLAND WEALTH ADVISORS, LLC | +19,099 | +1.7% | 1,135,593 |
| Private Advisory Group LLC | +14,927 | +26.3% | 71,597 |
| Betterment LLC | +14,856 | +1.0% | 1,500,675 |
| JPMORGAN CHASE & CO | +11,287 | +881.8% | 12,567 |
| GOLDMAN SACHS GROUP INC | +7,755 | +11.6% | 74,785 |
| MORGAN STANLEY | +7,697 | +3.1% | 255,165 |
| WELLS FARGO & COMPANY/MN | +7,421 | +20.2% | 44,094 |
| FLOW TRADERS U.S. LLC | +7,105 | +125.8% | 12,753 |
| BANK OF AMERICA CORP /DE | +6,257 | +6.7% | 99,132 |
| HRT FINANCIAL LP | +6,207 | +74.1% | 14,585 |
| STIFEL FINANCIAL CORP | +5,431 | +42.9% | 18,094 |
| Bluespring Wealth Management, LLC | +4,894 | +78.1% | 11,159 |
| Wealthfront Advisers LLC | +3,655 | +54.8% | 10,325 |
| Focus Partners Wealth | +3,345 | +18.8% | 21,105 |
| Prime Capital Investment Advisors, | +2,769 | +19.3% | 17,100 |
| FMR LLC | +2,768 | +25.6% | 13,572 |
| Cetera Investment Advisers | +2,708 | +10.0% | 29,794 |
| Financial Enhancement Group LLC | +2,144 | +4.3% | 51,671 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Financial Engines Advisors L.L.C. | -1,378,301 | -4.7% | 28,216,004 |
| LPL Financial LLC | -52,350 | -39.0% | 81,730 |
| Towerpoint Wealth, LLC | -29,183 | -35.8% | 52,248 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | -10,163 | -8.7% | 107,235 |
| UBS Group AG | -8,258 | -24.9% | 24,886 |
| KINTRA WEALTH, LLC | -7,834 | -14.7% | 45,443 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -3,435 | -33.1% | 6,944 |
| CITADEL ADVISORS LLC | -3,108 | -6.3% | 46,412 |
| Sherman Asset Management, Inc. | -2,785 | -81.9% | 615 |
| Mariner, LLC | -2,554 | -1.7% | 149,679 |
| Hughes Financial Services, LLC | -2,184 | -10.6% | 18,329 |
| Financial Guidance Group, Inc. | -2,032 | -2.0% | 98,434 |
| Aptus Capital Advisors, LLC | -2,032 | -2.0% | 98,434 |
| RFG Advisory, LLC | -2,024 | -9.2% | 19,923 |
| COMMONWEALTH EQUITY SERVICES, LLC | -1,746 | -2.7% | 62,280 |
| Lido Advisors, LLC | -1,605 | -22.4% | 5,572 |
| Orion Porfolio Solutions, LLC | -977 | -4.0% | 23,650 |
| Lunt Capital Management, Inc. | -946 | -3.1% | 29,437 |
| Wealthcare Advisory Partners LLC | -921 | -1.9% | 46,566 |
| Sanctuary Advisors, LLC | -717 | -20.0% | 2,866 |