MART Institutional Ownership
AllianzIM U.S. Equity Buffer10 Mar ETF
1W: -0.0%
1M: +0.7%
3M: +2.7%
YTD: +11.4%
1Y: +14.4%
3Y: +61.5%
$43.19
+0.14 (+0.34%)
Weekly Expected Move ±0.8%
$43
$43
$43
$44
$44
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — MART
24
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
21M
Total Invested
2
New Positions
6
Increased
13
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (26 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Cambridge Investment Research Advisors | 135,736 | $6M | +5,104 | +3.9% | 10Q | SEC ↗ |
| 2 | OSAIC HOLDINGS, INC. | 80,653 | $3M | +15,250 | +23.3% | 14Q | SEC ↗ |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | 65,277 | $3M | -2,604 | -3.8% | 10Q | SEC ↗ |
| 4 | LPL Financial LLC | 46,356 | $2M | -1,687 | -3.5% | 5Q | SEC ↗ |
| 5 | Nvest Financial, LLC | 33,526 | $1M | -2,648 | -7.3% | 10Q | SEC ↗ |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 30,903 | $1M | +18,472 | +148.6% | 5Q | SEC ↗ |
| 7 | RAYMOND JAMES FINANCIAL INC | 18,608 | $804K | -59 | -0.3% | 3Q | SEC ↗ |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 15,213 | $657K | +1,903 | +14.3% | 10Q | SEC ↗ |
| 9 | HARBOUR INVESTMENTS, INC. | 14,714 | $635K | -1,041 | -6.6% | 14Q | SEC ↗ |
| 10 | Cetera Investment Advisers | 10,046 | $434K | -10 | -0.1% | 6Q | SEC ↗ |
| 11 | Kestra Advisory Services, LLC | 9,685 | $418K | -1,936 | -16.7% | 3Q | SEC ↗ |
| 12 | Cypress Wealth Services, LLC | 7,198 | $311K | — | +0.0% | 5Q | SEC ↗ |
| 13 | CWM, LLC | 6,024 | $260K | -6 | -0.1% | 13Q | SEC ↗ |
| 14 | BLUE BELL PRIVATE WEALTH MANAGEMENT, L | 5,640 | $244K | +721 | +14.7% | 13Q | SEC ↗ |
| 15 | Focus Financial Network, Inc. | 5,339 | $231K | -142 | -2.6% | 2Q | SEC ↗ |
| 16 | Allianz SE | 5,000 | $216K | — | +0.0% | 3Q | SEC ↗ |
| 17 | Innovative Asset Advisors Group, LLC NEW | 4,249 | $183K | — | +0.0% | 1Q | SEC ↗ |
| 18 | CENTAURUS FINANCIAL, INC. | 4,142 | $179K | -4,143 | -50.0% | 6Q | SEC ↗ |
| 19 | ASSETMARK, INC | 2,468 | $107K | -58 | -2.3% | 3Q | SEC ↗ |
| 20 | AE Wealth Management LLC | 300 | $13K | -400 | -57.1% | 10Q | SEC ↗ |
| 21 | JPMORGAN CHASE & CO | 169 | $7K | +69 | +69.0% | 2Q | SEC ↗ |
| 22 | FIDUCIARY FINANCIAL ADVISORS NEW | 141 | $6K | — | +0.0% | 1Q | SEC ↗ |
| 23 | IFP Advisors, Inc | 70 | $3K | — | +0.0% | 5Q | SEC ↗ |
| 24 | BARCLAYS PLC | 0 | $0K | -131 | -100.0% | 5Q | SEC ↗ |
| 25 | UBS Group AG | 0 | $0K | -74 | -100.0% | 3Q | SEC ↗ |
| 26 | OLD MISSION CAPITAL LLC | 0 | $0K | -26,085 | -100.0% | 3Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| Innovative Asset Advisors Group, LL | 4,249 | $183K |
| FIDUCIARY FINANCIAL ADVISORS | 141 | $6K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| OLD MISSION CAPITAL LLC | 26,085 | $1M |
| BARCLAYS PLC | 131 | $6K |
| UBS Group AG | 74 | $3K |
Biggest Increases (6)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +18,472 | +148.6% | 30,903 |
| OSAIC HOLDINGS, INC. | +15,250 | +23.3% | 80,653 |
| Cambridge Investment Research Advis | +5,104 | +3.9% | 135,736 |
| ENVESTNET ASSET MANAGEMENT INC | +1,903 | +14.3% | 15,213 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT | +721 | +14.7% | 5,640 |
| JPMORGAN CHASE & CO | +69 | +69.0% | 169 |
Biggest Decreases (12)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| CENTAURUS FINANCIAL, INC. | -4,143 | -50.0% | 4,142 |
| Nvest Financial, LLC | -2,648 | -7.3% | 33,526 |
| COMMONWEALTH EQUITY SERVICES, LLC | -2,604 | -3.8% | 65,277 |
| Kestra Advisory Services, LLC | -1,936 | -16.7% | 9,685 |
| LPL Financial LLC | -1,687 | -3.5% | 46,356 |
| HARBOUR INVESTMENTS, INC. | -1,041 | -6.6% | 14,714 |
| AE Wealth Management LLC | -400 | -57.1% | 300 |
| Focus Financial Network, Inc. | -142 | -2.6% | 5,339 |
| RAYMOND JAMES FINANCIAL INC | -59 | -0.3% | 18,608 |
| ASSETMARK, INC | -58 | -2.3% | 2,468 |
| Cetera Investment Advisers | -10 | -0.1% | 10,046 |
| CWM, LLC | -6 | -0.1% | 6,024 |