$47.82

Last traded 2026-07-28 — delisted

ETF NASDAQ · AUM $615.5M

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

Institutional Ownership — KRMA

Institutional Holders

-1 vs prior quarter

0.0%

Ownership

+0.00pp

70M

Total Invested

New Positions

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (55 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	MORGAN STANLEY	982,888	47M	-41,354	-4.0%	40Q	SEC ↗
2	LPL Financial LLC	86,796	4M	+2,033	+2.4%	27Q	SEC ↗
3	ROYAL BANK OF CANADA	57,834	3M	-9,942	-14.7%	37Q	SEC ↗
4	OSAIC HOLDINGS, INC.	40,061	2M	+9,387	+30.6%	26Q	SEC ↗
5	Kingsview Wealth Management, LLC	33,847	2M	+7	+0.0%	25Q	SEC ↗
6	Napier Financial, LLC	28,589	1M	+202	+0.7%	2Q	SEC ↗
7	GOLDMAN SACHS GROUP INC	26,634	1M	+2,068	+8.4%	5Q	SEC ↗
8	Wealthfront Advisers LLC	25,704	1M	-2,354	-8.4%	20Q	SEC ↗
9	HighTower Advisors, LLC	20,031	958K	+100	+0.5%	12Q	SEC ↗
10	BANK OF AMERICA CORP /DE	18,834	901K	-1,742	-8.5%	15Q	SEC ↗
11	Smart Portfolios, LLC	15,870	759K	+690	+4.5%	14Q	SEC ↗
12	SUSQUEHANNA INTERNATIONAL GROUP, LLP	13,116	627K	-6,659	-33.7%	5Q	SEC ↗
13	SEEDS INVESTOR LLC	13,023	623K	+289	+2.3%	4Q	SEC ↗
14	Perennial Investment Advisors, LLC	12,920	618K	-2,563	-16.6%	27Q	SEC ↗
15	STIFEL FINANCIAL CORP	12,705	608K	-5,500	-30.2%	21Q	SEC ↗
16	APS Management Group, Inc.	12,510	598K	-8	-0.1%	4Q	SEC ↗
17	Syntegra Private Wealth Group, LLC	10,784	516K	-192	-1.7%	14Q	SEC ↗
18	CITADEL ADVISORS LLC NEW	9,590	459K	—	+0.0%	1Q	SEC ↗
19	Western Wealth Management, LLC	8,998	430K	-1,353	-13.1%	11Q	SEC ↗
20	Farrow Financial, Inc.	8,400	402K	+20	+0.2%	11Q	SEC ↗
21	IHT Wealth Management, LLC	7,628	365K	-1,382	-15.3%	10Q	SEC ↗
22	Snowden Capital Advisors LLC	6,950	332K	—	+0.0%	14Q	SEC ↗
23	Summit Financial, LLC NEW	6,838	327K	—	+0.0%	1Q	SEC ↗
24	Merit Financial Group, LLC	6,730	322K	-651	-8.8%	18Q	SEC ↗
25	Eagle Strategies LLC	6,139	294K	—	+0.0%	9Q	SEC ↗
26	MERCER GLOBAL ADVISORS INC /ADV	5,326	255K	-484	-8.3%	4Q	SEC ↗
27	Creative Planning	4,974	238K	—	+0.0%	2Q	SEC ↗
28	Rede Wealth, LLC NEW	4,485	214K	—	+0.0%	1Q	SEC ↗
29	MJT & Associates Financial Advisory Gr	2,787	133K	+124	+4.7%	6Q	SEC ↗
30	Integrated Wealth Concepts LLC NEW	1,604	77K	—	+0.0%	1Q	SEC ↗
31	Farther Finance Advisors, LLC	1,568	75K	—	+0.0%	7Q	SEC ↗
32	FMR LLC	1,477	71K	-97	-6.2%	15Q	SEC ↗
33	Rossby Financial, LCC	1,101	53K	+85	+8.4%	4Q	SEC ↗
34	NORTHWESTERN MUTUAL WEALTH MANAGEMENT	1,090	52K	—	+0.0%	21Q	SEC ↗
35	FIDUCIARY FINANCIAL ADVISORS NEW	923	44K	—	+0.0%	1Q	SEC ↗
36	BANK OF MONTREAL /CAN	385	18K	—	+0.0%	11Q	SEC ↗
37	Oakmont Advisory Group, LLC NEW	254	12K	—	+0.0%	1Q	SEC ↗
38	WELLS FARGO & COMPANY/MN	200	10K	—	+0.0%	17Q	SEC ↗
39	PNC Financial Services Group, Inc. NEW	200	10K	—	+0.0%	1Q	SEC ↗
40	SBI Securities Co., Ltd.	100	5K	—	+0.0%	7Q	SEC ↗
41	CITIGROUP INC	100	5K	—	+0.0%	27Q	SEC ↗
42	HARBOUR INVESTMENTS, INC.	95	5K	—	+0.0%	15Q	SEC ↗
43	CREATIVE FINANCIAL DESIGNS INC /ADV	80	4K	—	+0.0%	22Q	SEC ↗
44	LRI Investments, LLC	46	2K	—	+0.0%	4Q	SEC ↗
45	CWM, LLC NEW	3	0K	—	+0.0%	1Q	SEC ↗
46	SageView Advisory Group, LLC	0	0K	-913	-100.0%	1Q	SEC ↗
47	FLAGSHIP HARBOR ADVISORS, LLC	0	0K	-346	-100.0%	1Q	SEC ↗
48	MAI Capital Management	0	0K	-295	-100.0%	6Q	SEC ↗
49	CURIO WEALTH, LLC	0	0K	-10	-100.0%	3Q	SEC ↗
50	TWO SIGMA INVESTMENTS, LP	0	0K	-17,500	-100.0%	2Q	SEC ↗

Recent Activity

New Positions (8)

Holder	Shares	Value
CITADEL ADVISORS LLC	9,590	459K
Summit Financial, LLC	6,838	327K
Rede Wealth, LLC	4,485	214K
Integrated Wealth Concepts LLC	1,604	77K
FIDUCIARY FINANCIAL ADVISORS	923	44K
Oakmont Advisory Group, LLC	254	12K
PNC Financial Services Group, Inc.	200	10K
CWM, LLC	3	0K

Sold Out (10)

Holder	Prev Shares	Prev Value
Independent Advisor Alliance	55,025	3M
TWO SIGMA INVESTMENTS, LP	17,500	837K
Daiwa Securities Group Inc.	5,791	277K
HBW ADVISORY SERVICES LLC	3,137	150K
Ascentis Independent Advisors	1,684	81K
SageView Advisory Group, LLC	913	44K
FLAGSHIP HARBOR ADVISORS, LLC	346	17K
MAI Capital Management	295	14K
UBS Group AG	64	3K
CURIO WEALTH, LLC	10	0K

Biggest Increases (11)

Holder	Added	Change %	Total Shares
OSAIC HOLDINGS, INC.	+9,387	+30.6%	40,061
GOLDMAN SACHS GROUP INC	+2,068	+8.4%	26,634
LPL Financial LLC	+2,033	+2.4%	86,796
Smart Portfolios, LLC	+690	+4.5%	15,870
SEEDS INVESTOR LLC	+289	+2.3%	13,023
Napier Financial, LLC	+202	+0.7%	28,589
MJT & Associates Financial Advisory	+124	+4.7%	2,787
HighTower Advisors, LLC	+100	+0.5%	20,031
Rossby Financial, LCC	+85	+8.4%	1,101
Farrow Financial, Inc.	+20	+0.2%	8,400
Kingsview Wealth Management, LLC	+7	+0.0%	33,847

Biggest Decreases (14)

Holder	Reduced	Change %	Total Shares
MORGAN STANLEY	-41,354	-4.0%	982,888
ROYAL BANK OF CANADA	-9,942	-14.7%	57,834
SUSQUEHANNA INTERNATIONAL GROUP, LL	-6,659	-33.7%	13,116
STIFEL FINANCIAL CORP	-5,500	-30.2%	12,705
Perennial Investment Advisors, LLC	-2,563	-16.6%	12,920
Wealthfront Advisers LLC	-2,354	-8.4%	25,704
BANK OF AMERICA CORP /DE	-1,742	-8.5%	18,834
IHT Wealth Management, LLC	-1,382	-15.3%	7,628
Western Wealth Management, LLC	-1,353	-13.1%	8,998
Merit Financial Group, LLC	-651	-8.8%	6,730
MERCER GLOBAL ADVISORS INC /ADV	-484	-8.3%	5,326
Syntegra Private Wealth Group, LLC	-192	-1.7%	10,784
FMR LLC	-97	-6.2%	1,477
APS Management Group, Inc.	-8	-0.1%	12,510

KRMA Institutional Ownership

Institutional Ownership — KRMA

Ownership Trends

Top Institutional Holders (55 total)

Recent Activity

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