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LFEQ Institutional Ownership

VanEck Long/Flat Trend ETF
1W: -0.2% 1M: +0.8% 3M: +2.6% YTD: +13.2% 1Y: +14.8% 3Y: +67.6% 5Y: +54.1%
$61.32
+0.44 (+0.72%)
 
Weekly Expected Move ±1.5%
$60 $60 $61 $62 $63
ETF AMEX · AUM $29.1M

Institutional Ownership — LFEQ

16
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
13M
Total Invested
3
New Positions
2
Increased
5
Reduced
1
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (16 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Financial Enhancement Group LLC 91,785 6M -22,331 -19.6% 20Q SEC ↗
2 MAGNOLIA CAPITAL ADVISORS LLC 31,896 2M +41 +0.1% 7Q SEC ↗
3 LPL Financial LLC 29,905 2M -338 -1.1% 35Q SEC ↗
4 CITADEL ADVISORS LLC 18,755 1M -539 -2.8% 3Q SEC ↗
5 BANK OF AMERICA CORP /DE 10,255 629K — +0.0% 15Q SEC ↗
6 Kraft, Davis & Associates, LLC 8,830 541K — +0.0% 13Q SEC ↗
7 Focus Partners Advisor Solutions, LLC 7,246 444K — +0.0% 7Q SEC ↗
8 RAYMOND JAMES FINANCIAL INC 5,186 318K — +0.0% 7Q SEC ↗
9 J2 Capital Management Inc 4,918 302K +20 +0.4% 4Q SEC ↗
10 Wealth Advisory Solutions, LLC 4,639 284K — +0.0% 10Q SEC ↗
11 Sigma Planning Corp NEW 3,625 222K — +0.0% 1Q SEC ↗
12 UBS Group AG NEW 787 48K — +0.0% 1Q SEC ↗
13 IFG Advisory, LLC NEW 5 0K — +0.0% 1Q SEC ↗
14 MORGAN STANLEY 1 0K — +0.0% 3Q SEC ↗
15 Measured Wealth Private Client Group, 0 0K -8 -100.0% 3Q SEC ↗
16 WELLS FARGO & COMPANY/MN 0 0K -1 -100.0% 2Q SEC ↗

Recent Activity

New Positions (3)
HolderSharesValue
Sigma Planning Corp 3,625 222K
UBS Group AG 787 48K
IFG Advisory, LLC 5 0K
Sold Out (1)
HolderPrev SharesPrev Value
WELLS FARGO & COMPANY/MN 1 0K
Biggest Increases (2)
HolderAddedChange %Total Shares
MAGNOLIA CAPITAL ADVISORS LLC +41 +0.1% 31,896
J2 Capital Management Inc +20 +0.4% 4,918
Biggest Decreases (4)
HolderReducedChange %Total Shares
Financial Enhancement Group LLC -22,331 -19.6% 91,785
CITADEL ADVISORS LLC -539 -2.8% 18,755
LPL Financial LLC -338 -1.1% 29,905
Measured Wealth Private Client Grou -8 -100.0% 0

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms