$17.93

-0.01 (-0.06%)

Weekly Expected Move ±0.9%

$18 $18 $18 $18 $18

ETF AMEX · AUM $260.0M

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

Institutional Ownership — LQTI

Institutional Holders

+4 vs prior quarter

0.0%

Ownership

+0.00pp

247M

Total Invested

New Positions

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (72 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	GUARDIAN WEALTH ADVISORS, LLC / NC	2,020,581	$36M	-37,632	-1.8%	5Q	SEC ↗
2	Aptus Capital Advisors, LLC	2,020,581	$36M	-37,632	-1.8%	5Q	SEC ↗
3	COMMONWEALTH EQUITY SERVICES, LLC	1,537,625	$28M	+144,471	+10.4%	6Q	SEC ↗
4	Rise Advisors, LLC	979,814	$18M	+43,167	+4.6%	4Q	SEC ↗
5	Bullseye Investment Management, LLC	611,177	$11M	-113,998	-15.7%	1Q	SEC ↗
6	Janney Montgomery Scott LLC NEW	593,882	$11M	—	+0.0%	1Q	SEC ↗
7	Cetera Investment Advisers	539,857	$10M	+70,774	+15.1%	4Q	SEC ↗
8	CREATIVE FINANCIAL DESIGNS INC /ADV	501,671	$9M	+31,509	+6.7%	3Q	SEC ↗
9	LPL Financial LLC	489,218	$9M	+264,653	+117.9%	2Q	SEC ↗
10	LexAurum Advisors, LLC	318,457	$6M	+11,313	+3.7%	2Q	SEC ↗
11	Steward Partners Investment Advisory,	278,256	$5M	+16,872	+6.5%	2Q	SEC ↗
12	GREAT VALLEY ADVISOR GROUP, INC.	253,569	$5M	+35,611	+16.3%	5Q	SEC ↗
13	ENVESTNET ASSET MANAGEMENT INC	221,998	$4M	+6,702	+3.1%	4Q	SEC ↗
14	SageGuard Financial Group, LLC	208,695	$4M	+51,523	+32.8%	3Q	SEC ↗
15	Delta Investment Management, LLC	208,414	$4M	+22,231	+11.9%	3Q	SEC ↗
16	Prosperity Financial Group, Inc.	203,963	$4M	+22,713	+12.5%	5Q	SEC ↗
17	TRUIST FINANCIAL CORP	187,756	$3M	+30,245	+19.2%	2Q	SEC ↗
18	IFP Advisors, Inc	173,194	$3M	+2,167	+1.3%	6Q	SEC ↗
19	NewEdge Advisors, LLC	170,330	$3M	+748	+0.4%	3Q	SEC ↗
20	Sulzberger Capital Advisors, Inc.	154,057	$3M	-25,924	-14.4%	5Q	SEC ↗
21	JANE STREET GROUP, LLC	153,259	$3M	+48,715	+46.6%	4Q	SEC ↗
22	Insight Advisors, LLC/ PA	139,962	$3M	+4,074	+3.0%	5Q	SEC ↗
23	Balboa Wealth Partners	134,661	$2M	+35,866	+36.3%	2Q	SEC ↗
24	Advisory Services Network, LLC	95,697	$2M	+5,970	+6.7%	5Q	SEC ↗
25	Independent Wealth Network Inc.	90,488	$2M	-25,016	-21.7%	5Q	SEC ↗
26	HighTower Advisors, LLC NEW	76,970	$1M	—	+0.0%	1Q	SEC ↗
27	INTERNATIONAL ASSETS INVESTMENT MANAGE	73,950	$1M	+47,700	+181.7%	2Q	SEC ↗
28	INDEPENDENT FINANCIAL GROUP, LLC	64,378	$1M	-20,430	-24.1%	5Q	SEC ↗
29	OneDigital Investment Advisors LLC	58,433	$1M	-531	-0.9%	5Q	SEC ↗
30	Capital Investment Advisory Services,	53,815	$965K	-2,063	-3.7%	6Q	SEC ↗
31	Kingsview Wealth Management, LLC	53,181	$954K	+2,931	+5.8%	3Q	SEC ↗
32	Capital Analysts, LLC	46,824	$840K	+7,667	+19.6%	4Q	SEC ↗
33	WINEBRENNER CAPITAL MANAGEMENT LLC NEW	45,842	$822K	—	+0.0%	1Q	SEC ↗
34	Cambridge Investment Research Advisors	45,098	$809K	+5,147	+12.9%	3Q	SEC ↗
35	Brookstone Capital Management	44,605	$800K	+846	+1.9%	3Q	SEC ↗
36	PSI Advisors, LLC	39,072	$701K	+16,270	+71.4%	2Q	SEC ↗
37	Valmark Advisers, Inc. NEW	38,340	$687K	—	+0.0%	1Q	SEC ↗
38	Southern Financial Group, LLC	37,695	$676K	+11	+0.0%	3Q	SEC ↗
39	American Financial Advisors, LLC	35,533	$637K	-2,142	-5.7%	6Q	SEC ↗
40	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	35,155	$630K	—	+0.0%	4Q	SEC ↗
41	Forefront Wealth Partners, LLC	33,060	$593K	-137	-0.4%	4Q	SEC ↗
42	CreativeOne Wealth, LLC	30,030	$538K	—	+0.0%	3Q	SEC ↗
43	Integrated Wealth Concepts LLC	27,223	$488K	+11,615	+74.4%	3Q	SEC ↗
44	OLD MISSION CAPITAL LLC	26,359	$473K	+2,070	+8.5%	2Q	SEC ↗
45	Stenger Family Office, LLC	25,919	$465K	+417	+1.6%	3Q	SEC ↗
46	Quad-Cities Investment Group, LLC	24,023	$431K	—	+0.0%	3Q	SEC ↗
47	1776 Wealth LLC	22,382	$401K	—	+0.0%	3Q	SEC ↗
48	Maridea Wealth Management LLC	21,275	$381K	+2,100	+11.0%	2Q	SEC ↗
49	HARBOUR INVESTMENTS, INC.	20,995	$376K	+9,630	+84.7%	5Q	SEC ↗
50	Apollon Wealth Management, LLC	20,940	$375K	+381	+1.9%	4Q	SEC ↗

Recent Activity

New Positions (11)

Holder	Shares	Value
Janney Montgomery Scott LLC	593,882	$11M
HighTower Advisors, LLC	76,970	$1M
WINEBRENNER CAPITAL MANAGEMENT LLC	45,842	$822K
Valmark Advisers, Inc.	38,340	$687K
Ameritas Advisory Services, LLC	15,937	$286K
Kovack Advisors, Inc.	14,525	$260K
CENTAURUS FINANCIAL, INC.	14,065	$252K
Kestra Advisory Services, LLC	11,865	$213K
WCG Wealth Advisors LLC	10,683	$192K
Lakeridge Wealth Management LLC	10,177	$182K
WELLS FARGO & COMPANY/MN	0	$0K

Sold Out (9)

Holder	Prev Shares	Prev Value
Cooper Capital Advisors LLC	515,040	$9M
Mutual Advisors, LLC	177,445	$3M
Wealth Watch Advisors, INC	39,170	$702K
CITADEL ADVISORS LLC	37,380	$670K
SUSQUEHANNA INTERNATIONAL GROUP, LL	28,027	$503K
TFB Advisors LLC	12,585	$226K
WEALTH ENHANCEMENT ADVISORY SERVICE	11,195	$201K
UBS Group AG	191	$3K
AE Wealth Management LLC	1	$0K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
LPL Financial LLC	+264,653	+117.9%	489,218
COMMONWEALTH EQUITY SERVICES, LLC	+144,471	+10.4%	1,537,625
Cetera Investment Advisers	+70,774	+15.1%	539,857
SageGuard Financial Group, LLC	+51,523	+32.8%	208,695
JANE STREET GROUP, LLC	+48,715	+46.6%	153,259
INTERNATIONAL ASSETS INVESTMENT MAN	+47,700	+181.7%	73,950
Rise Advisors, LLC	+43,167	+4.6%	979,814
Balboa Wealth Partners	+35,866	+36.3%	134,661
GREAT VALLEY ADVISOR GROUP, INC.	+35,611	+16.3%	253,569
CREATIVE FINANCIAL DESIGNS INC /ADV	+31,509	+6.7%	501,671
TRUIST FINANCIAL CORP	+30,245	+19.2%	187,756
Prosperity Financial Group, Inc.	+22,713	+12.5%	203,963
Delta Investment Management, LLC	+22,231	+11.9%	208,414
Steward Partners Investment Advisor	+16,872	+6.5%	278,256
PSI Advisors, LLC	+16,270	+71.4%	39,072
Integrated Wealth Concepts LLC	+11,615	+74.4%	27,223
LexAurum Advisors, LLC	+11,313	+3.7%	318,457
HARBOUR INVESTMENTS, INC.	+9,630	+84.7%	20,995
Capital Analysts, LLC	+7,667	+19.6%	46,824
ENVESTNET ASSET MANAGEMENT INC	+6,702	+3.1%	221,998

Biggest Decreases (11)

Holder	Reduced	Change %	Total Shares
Bullseye Investment Management, LLC	-113,998	-15.7%	611,177
Aptus Capital Advisors, LLC	-37,632	-1.8%	2,020,581
GUARDIAN WEALTH ADVISORS, LLC / NC	-37,632	-1.8%	2,020,581
Sulzberger Capital Advisors, Inc.	-25,924	-14.4%	154,057
Independent Wealth Network Inc.	-25,016	-21.7%	90,488
INDEPENDENT FINANCIAL GROUP, LLC	-20,430	-24.1%	64,378
American Financial Advisors, LLC	-2,142	-5.7%	35,533
Capital Investment Advisory Service	-2,063	-3.7%	53,815
Gladstone Institutional Advisory LL	-642	-4.3%	14,188
OneDigital Investment Advisors LLC	-531	-0.9%	58,433
Forefront Wealth Partners, LLC	-137	-0.4%	33,060

LQTI Institutional Ownership

Institutional Ownership — LQTI

Ownership Trends

Top Institutional Holders (72 total)

Recent Activity

Sign in to InsiderStreet