$49.57

-0.02 (-0.04%)

Weekly Expected Move ±0.2%

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ETF CBOE · AUM $1.4B

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

Institutional Ownership — MEAR

241

Institutional Holders

+0 vs prior quarter

0.0%

Ownership

+0.00pp

Total Invested

New Positions

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (262 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	MORGAN STANLEY	3,326,132	$165M	+67,340	+2.1%	32Q	SEC ↗
2	Rockwood Wealth Management, LLC	2,370,376	$117M	+93,957	+4.1%	16Q	SEC ↗
3	Resonant Capital Advisors, LLC	1,804,120	$89M	+137,410	+8.2%	12Q	SEC ↗
4	BANK OF AMERICA CORP /DE	1,412,588	$70M	-6,291	-0.4%	15Q	SEC ↗
5	CAPTRUST FINANCIAL ADVISORS	1,054,864	$52M	-17,585	-1.6%	6Q	SEC ↗
6	LPL Financial LLC	755,026	$37M	-4,591	-0.6%	35Q	SEC ↗
7	Integrated Wealth Concepts LLC	657,567	$33M	-384	-0.1%	25Q	SEC ↗
8	Foster Group, Inc.	612,466	$30M	+22,590	+3.8%	14Q	SEC ↗
9	Cetera Investment Advisers	533,439	$26M	+27,428	+5.4%	13Q	SEC ↗
10	Rockefeller Capital Management L.P.	457,119	$23M	+231,107	+102.3%	7Q	SEC ↗
11	Ullmann Wealth Partners Group, LLC	444,308	$22M	+8,476	+1.9%	13Q	SEC ↗
12	JPMORGAN CHASE & CO	366,933	$18M	+37,711	+11.5%	26Q	SEC ↗
13	OSAIC HOLDINGS, INC.	341,827	$17M	+45,294	+15.3%	26Q	SEC ↗
14	Equitable Holdings, Inc.	291,789	$14M	-93,336	-24.2%	2Q	SEC ↗
15	Smart Money Group LLC	285,976	$14M	+127,174	+80.1%	12Q	SEC ↗
16	Dynasty Wealth Management, LLC	260,289	$13M	+38,386	+17.3%	7Q	SEC ↗
17	Quotient Wealth Partners, LLC	227,247	$11M	+23,026	+11.3%	11Q	SEC ↗
18	ROYAL BANK OF CANADA	207,538	$10M	+47,625	+29.8%	45Q	SEC ↗
19	HighTower Advisors, LLC	205,252	$10M	+11,486	+5.9%	29Q	SEC ↗
20	JONES FINANCIAL COMPANIES LLLP	195,912	$10M	+62,289	+46.6%	11Q	SEC ↗
21	55 North Private Wealth, LLC	189,921	$9M	+94,353	+98.7%	3Q	SEC ↗
22	Focus Partners Wealth	181,094	$9M	-12,326	-6.4%	11Q	SEC ↗
23	Pine Harbor Wealth Management, LLC	172,298	$9M	-2,765	-1.6%	11Q	SEC ↗
24	CWM, LLC	163,616	$8M	-6,569	-3.9%	16Q	SEC ↗
25	Cambridge Investment Research Advisors	156,797	$8M	-10,733	-6.4%	32Q	SEC ↗
26	UBS Group AG	131,549	$7M	+26,962	+25.8%	31Q	SEC ↗
27	DGS Capital Management, LLC	130,726	$6M	+28,048	+27.3%	8Q	SEC ↗
28	DeLarme Wealth Management, Inc.	127,864	$6M	+3,059	+2.5%	3Q	SEC ↗
29	NewEdge Advisors, LLC	116,068	$6M	+13,681	+13.4%	31Q	SEC ↗
30	Merit Financial Group, LLC	113,833	$6M	+5,012	+4.6%	6Q	SEC ↗
31	Integrated Investment Consultants, LLC	113,724	$6M	+27,306	+31.6%	11Q	SEC ↗
32	ENVESTNET ASSET MANAGEMENT INC	112,905	$6M	+12,913	+12.9%	30Q	SEC ↗
33	Ausdal Financial Partners, Inc.	109,517	$5M	+24,313	+28.5%	3Q	SEC ↗
34	Betterment LLC	102,031	$5M	-11,495	-10.1%	8Q	SEC ↗
35	DONALDSON CAPITAL MANAGEMENT, LLC	89,475	$4M	+9,483	+11.9%	28Q	SEC ↗
36	RAYMOND JAMES FINANCIAL INC	84,763	$4M	+34,475	+68.6%	7Q	SEC ↗
37	C2P Capital Advisory Group, LLC d.b.a.	81,901	$4M	+4,070	+5.2%	15Q	SEC ↗
38	NATIXIS ADVISORS, LLC	81,652	$4M	+43,464	+113.8%	2Q	SEC ↗
39	Sanctuary Advisors, LLC	79,080	$4M	-22,264	-22.0%	9Q	SEC ↗
40	Cresta Advisors, Ltd.	78,767	$4M	—	+0.0%	3Q	SEC ↗
41	Willis Johnson & Associates, Inc.	71,295	$4M	-1,537	-2.1%	12Q	SEC ↗
42	JACOBSON & SCHMITT ADVISORS, LLC	68,784	$3M	-2,097	-3.0%	14Q	SEC ↗
43	Elmwood Wealth Management, Inc.	67,460	$3M	-20,560	-23.4%	19Q	SEC ↗
44	Richard P Slaughter Associates Inc	60,360	$3M	-35,090	-36.8%	7Q	SEC ↗
45	Beacon Pointe Advisors, LLC	57,058	$3M	+164	+0.3%	18Q	SEC ↗
46	Thrivent Financial for Lutherans	55,411	$3M	+3,291	+6.3%	4Q	SEC ↗
47	AXXCESS WEALTH MANAGEMENT, LLC NEW	54,959	$3M	—	+0.0%	1Q	SEC ↗
48	BlackRock, Inc.	53,348	$3M	-614	-1.1%	8Q	SEC ↗
49	Bank of New York Mellon Corp	52,931	$3M	-375,904	-87.7%	4Q	SEC ↗
50	Horizon Wealth Management, LLC	51,951	$3M	-5,974	-10.3%	5Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
AXXCESS WEALTH MANAGEMENT, LLC	54,959	$3M
PERSPECTIVE WEALTH ADVISORS LLC	39,136	$2M
BETO FINANCIAL GROUP, LLC	26,725	$1M
WIN ADVISORS, INC	19,431	$963K
Quantinno Capital Management LP	19,100	$947K
Redhawk Wealth Advisors, Inc.	15,830	$785K
GREAT VALLEY ADVISOR GROUP, INC.	11,552	$573K
Carolina Wealth Management Inc	11,026	$547K
Strategic Financial Concepts, LLC	10,650	$528K
Nuveen, LLC	9,341	$463K
Arax Advisory Partners	8,516	$422K
CreativeOne Wealth, LLC	7,474	$370K
Elequin Capital, LP	7,314	$363K
Highland Investment Advisors LLC	6,208	$308K
WealthBridge Capital Management, LL	5,328	$264K
LEIGH BALDWIN & CO., LLC	5,028	$249K
Professional Financial Advisors, LL	4,988	$247K
INSIGNEO ADVISORY SERVICES, LLC	4,380	$217K
UNIQUE WEALTH, LLC	4,078	$202K
Snowden Capital Advisors LLC	3,970	$197K

Sold Out (20)

Holder	Prev Shares	Prev Value
Kestra Investment Management, LLC	393,836	$20M
Crewe Advisors LLC	307,365	$15M
Portfolio Design Labs, LLC	111,610	$6M
Ascent Group, LLC	94,144	$5M
JANE STREET GROUP, LLC	53,337	$3M
Mariner, LLC	40,527	$2M
CITADEL ADVISORS LLC	37,659	$2M
OLD MISSION CAPITAL LLC	22,122	$1M
BESSEMER GROUP INC	21,537	$1M
Savvy Advisors, Inc.	20,868	$1M
Bellecapital International Ltd.	19,908	$987K
BSW Wealth Partners	13,737	$681K
Belpointe Asset Management LLC	11,118	$551K
McAdam, LLC	10,211	$506K
Westwood Wealth Management	8,460	$419K
Orion Porfolio Solutions, LLC	6,865	$340K
Skyline Advisors, Inc.	6,580	$326K
GOLDMAN SACHS GROUP INC	6,010	$298K
OpenArc Corporate Advisory, LLC	5,883	$292K
CLIENT 1ST ADVISORY GROUP, LLC	5,421	$269K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
Rockefeller Capital Management L.P.	+231,107	+102.3%	457,119
Resonant Capital Advisors, LLC	+137,410	+8.2%	1,804,120
Smart Money Group LLC	+127,174	+80.1%	285,976
55 North Private Wealth, LLC	+94,353	+98.7%	189,921
Rockwood Wealth Management, LLC	+93,957	+4.1%	2,370,376
MORGAN STANLEY	+67,340	+2.1%	3,326,132
JONES FINANCIAL COMPANIES LLLP	+62,289	+46.6%	195,912
ROYAL BANK OF CANADA	+47,625	+29.8%	207,538
OSAIC HOLDINGS, INC.	+45,294	+15.3%	341,827
NATIXIS ADVISORS, LLC	+43,464	+113.8%	81,652
Dynasty Wealth Management, LLC	+38,386	+17.3%	260,289
JPMORGAN CHASE & CO	+37,711	+11.5%	366,933
RAYMOND JAMES FINANCIAL INC	+34,475	+68.6%	84,763
DGS Capital Management, LLC	+28,048	+27.3%	130,726
Cetera Investment Advisers	+27,428	+5.4%	533,439
Integrated Investment Consultants,	+27,306	+31.6%	113,724
UBS Group AG	+26,962	+25.8%	131,549
SAGESPRING WEALTH PARTNERS, LLC	+26,326	+439.0%	32,323
Ausdal Financial Partners, Inc.	+24,313	+28.5%	109,517
Quotient Wealth Partners, LLC	+23,026	+11.3%	227,247

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
Bank of New York Mellon Corp	-375,904	-87.7%	52,931
Equitable Holdings, Inc.	-93,336	-24.2%	291,789
FLOW TRADERS U.S. LLC	-56,468	-90.2%	6,157
Clarity Asset Management, Inc.	-44,741	-75.0%	14,930
Richard P Slaughter Associates Inc	-35,090	-36.8%	60,360
Henderson Brothers Financial Partne	-29,724	-46.4%	34,286
Keystone Financial Group, Inc.	-26,083	-59.4%	17,820
Kestra Advisory Services, LLC	-23,135	-38.0%	37,721
Sanctuary Advisors, LLC	-22,264	-22.0%	79,080
Elmwood Wealth Management, Inc.	-20,560	-23.4%	67,460
Sigma Planning Corp	-19,631	-31.0%	43,743
NORTHWESTERN MUTUAL WEALTH MANAGEME	-19,441	-39.7%	29,543
CAPTRUST FINANCIAL ADVISORS	-17,585	-1.6%	1,054,864
Modern Wealth Management, LLC	-13,460	-24.4%	41,652
OneDigital Investment Advisors LLC	-13,384	-23.5%	43,595
Focus Partners Wealth	-12,326	-6.4%	181,094
Betterment LLC	-11,495	-10.1%	102,031
STEPHENS INC /AR	-11,200	-27.5%	29,527
Cambridge Investment Research Advis	-10,733	-6.4%	156,797
Farther Finance Advisors, LLC	-7,782	-39.1%	12,134

MEAR Institutional Ownership

Institutional Ownership — MEAR

Ownership Trends

Top Institutional Holders (262 total)

Recent Activity

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