$93.68

+0.92 (+0.99%)

Weekly Expected Move ±1.9%

$90 $92 $94 $96 $97

ETF AMEX · AUM $36.1B

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

Institutional Ownership — MGK

1,072

Institutional Holders

+25 vs prior quarter

0.0%

Ownership

+0.00pp

17B

Total Invested

119

New Positions

873

Increased

Reduced

Closed

1.33

Put/Call Ratio

Ownership Trends

Top Institutional Holders (1133 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	ASSETMARK, INC	42,386,669	4.0B	+33,899,908	+399.4%	45Q	SEC ↗
2	Cassaday & Co Wealth Management LLC	18,830,638	1.8B	+15,111,270	+406.3%	15Q	SEC ↗
3	MORGAN STANLEY	13,160,627	1.2B	+10,611,210	+416.2%	60Q	SEC ↗
4	BANK OF AMERICA CORP /DE	10,051,265	$942M	+8,018,015	+394.3%	15Q	SEC ↗
5	LPL Financial LLC	5,833,591	$546M	+4,678,830	+405.2%	54Q	SEC ↗
6	UBS Group AG	5,148,612	$482M	+4,110,883	+396.1%	47Q	SEC ↗
7	VANTAGEPOINT INVESTMENT ADVISERS LLC	4,295,085	$402M	+3,436,068	+400.0%	4Q	SEC ↗
8	CAPTRUST FINANCIAL ADVISORS	4,197,480	$393M	+3,328,073	+382.8%	26Q	SEC ↗
9	AMERIPRISE FINANCIAL INC	3,885,314	$364M	+3,088,564	+387.6%	16Q	SEC ↗
10	Merit Financial Group, LLC	3,641,887	$341M	+3,099,494	+571.4%	23Q	SEC ↗
11	ENVESTNET ASSET MANAGEMENT INC	3,554,068	$333M	+2,842,779	+399.7%	49Q	SEC ↗
12	WELLS FARGO & COMPANY/MN	3,270,904	$306M	+2,521,427	+336.4%	72Q	SEC ↗
13	Cerity Partners LLC	2,984,072	$280M	+2,442,884	+451.4%	11Q	SEC ↗
14	ANGELES WEALTH MANAGEMENT, LLC	2,869,561	$269M	+2,298,377	+402.4%	18Q	SEC ↗
15	PNC Financial Services Group, Inc.	2,600,466	$244M	+2,068,753	+389.1%	15Q	SEC ↗
16	Howard Capital Management, LLC	2,273,520	$213M	+1,818,816	+400.0%	13Q	SEC ↗
17	ROYAL BANK OF CANADA	2,221,716	$208M	+1,755,384	+376.4%	67Q	SEC ↗
18	RAYMOND JAMES FINANCIAL INC	2,127,331	$199M	+1,693,260	+390.1%	7Q	SEC ↗
19	Facet Wealth, Inc.	1,844,907	$173M	+1,518,396	+465.0%	10Q	SEC ↗
20	OSAIC HOLDINGS, INC.	1,476,022	$138M	+1,189,969	+416.0%	26Q	SEC ↗
21	PETREDIS INVESTMENT ADVISORS LLC	1,371,662	$128M	+1,096,494	+398.5%	15Q	SEC ↗
22	Rockefeller Capital Management L.P.	1,221,378	$114M	+982,097	+410.4%	28Q	SEC ↗
23	Falcon Wealth Planning	1,198,494	$112M	+964,757	+412.8%	23Q	SEC ↗
24	Strategic Investment Advisors / MI	1,193,303	$112M	+958,278	+407.7%	29Q	SEC ↗
25	Portfolio Strategies, Inc.	1,176,248	$110M	+941,569	+401.2%	35Q	SEC ↗
26	HighTower Advisors, LLC	1,127,973	$106M	+901,476	+398.0%	22Q	SEC ↗
27	Black Diamond Financial, LLC	1,096,819	$103M	+888,345	+426.1%	31Q	SEC ↗
28	STIFEL FINANCIAL CORP	998,155	$94M	+805,882	+419.1%	48Q	SEC ↗
29	Arax Advisory Partners	973,489	$91M	+966,339	+13515.2%	3Q	SEC ↗
30	IFC Advisors LLC	938,049	$88M	+750,541	+400.3%	7Q	SEC ↗
31	COMMONWEALTH EQUITY SERVICES, LLC	922,894	$86M	+734,266	+389.3%	35Q	SEC ↗
32	Mariner, LLC	912,807	$86M	+716,912	+366.0%	20Q	SEC ↗
33	NORTHWESTERN MUTUAL WEALTH MANAGEMENT	889,770	$83M	+715,811	+411.5%	43Q	SEC ↗
34	Cetera Investment Advisers	872,496	$82M	+715,706	+456.5%	28Q	SEC ↗
35	Praetorian Wealth Management, Inc.	855,232	$80M	+686,835	+407.9%	7Q	SEC ↗
36	Gratus Wealth Advisors, LLC	817,879	$77M	+655,265	+403.0%	11Q	SEC ↗
37	Leelyn Smith, LLC	793,605	$74M	+641,569	+422.0%	27Q	SEC ↗
38	JPMORGAN CHASE & CO	756,909	$71M	+608,414	+409.7%	42Q	SEC ↗
39	Creative Planning	652,778	$61M	+518,199	+385.1%	59Q	SEC ↗
40	LEAVELL INVESTMENT MANAGEMENT, INC.	621,914	$58M	+495,614	+392.4%	42Q	SEC ↗
41	Janney Montgomery Scott LLC NEW	621,047	$58M	—	+0.0%	1Q	SEC ↗
42	HENGEHOLD CAPITAL MANAGEMENT LLC	602,809	$56M	+483,744	+406.3%	20Q	SEC ↗
43	Cambridge Investment Research Advisors	557,807	$52M	+446,325	+400.4%	53Q	SEC ↗
44	MARS JEWETT FINANCIAL GROUP, INC.	554,130	$52M	+551,864	+24354.1%	2Q	SEC ↗
45	Beacon Capital Management, LLC	530,802	$50M	+395,439	+292.1%	18Q	SEC ↗
46	BTG Pactual Asset Management US LLC	515,749	$48M	+417,806	+426.6%	8Q	SEC ↗
47	MML INVESTORS SERVICES, LLC	505,515	$47M	+415,615	+462.3%	35Q	SEC ↗
48	Lido Advisors, LLC	499,842	$47M	+396,668	+384.5%	14Q	SEC ↗
49	Bernardo Wealth Planning LLC	490,460	$46M	+386,504	+371.8%	31Q	SEC ↗
50	GOLDMAN SACHS GROUP INC	486,456	$46M	+392,377	+417.1%	15Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
Janney Montgomery Scott LLC	621,047	$58M
Penserra Capital Management LLC	407,245	$38M
R2 Capital Strategies, LLC	174,485	$16M
J.W. COLE ADVISORS, INC.	160,865	$15M
PARK AVENUE SECURITIES LLC	142,411	$13M
Global Retirement Partners, LLC	90,009	$8M
D. E. Shaw & Co., Inc.	57,057	$5M
RMG Wealth Management LLC	40,336	$4M
Sendero Wealth Management, LLC	37,483	$4M
BASSO CAPITAL MANAGEMENT, L.P.	37,073	$3M
Tidal Investments LLC	31,451	$3M
CLIFTONLARSONALLEN WEALTH ADVISORS,	26,842	$3M
SUMMITRY LLC	25,302	$2M
COMPASS FINANCIAL MANAGEMENT LLC	24,295	$2M
NATIXIS ADVISORS, LLC	23,776	$2M
WealthTrust Asset Management, LLC	20,136	$2M
MOSAIC FAMILY WEALTH PARTNERS, LLC	17,225	$2M
Hershey Financial Advisers, LLC	17,132	$2M
Diversify Advisory Services, LLC	16,884	$2M
NEW WAVE WEALTH ADVISORS LLC	16,704	$2M

Sold Out (20)

Holder	Prev Shares	Prev Value
Kensington Asset Management, LLC	261,800	$25M
Mirae Asset Global Investments Co.,	61,500	$6M
VCU Investment Management Co	56,435	$5M
Independent Advisor Alliance	53,499	$5M
SOL Capital Management CO	42,629	$4M
Systelligence, LLC	39,746	$4M
WIN ADVISORS, INC	16,756	$2M
Almanack Investment Partners, LLC.	14,823	$1M
EVOLVE PRIVATE WEALTH, LLC	11,707	$1M
NOVEM GROUP	10,040	$941K
Pacific Excel Wealth Advisors, Inc.	8,099	$759K
OAK FAMILY ADVISORS, LLC	3,920	$367K
Nautilus Advisors LLC	3,076	$288K
Sather Financial Group Inc	2,706	$253K
TUDOR INVESTMENT CORP ET AL	2,616	$245K
ALTFEST L J & CO INC	1,985	$186K
Centurion Wealth Management LLC	1,974	$185K
Quadrant Private Wealth Management,	1,930	$181K
AMG Asset Management Group, Inc.	1,812	$170K
London & Capital Asset Management L	1,775	$166K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
ASSETMARK, INC	+33,899,908	+399.4%	42,386,669
Cassaday & Co Wealth Management LLC	+15,111,270	+406.3%	18,830,638
MORGAN STANLEY	+10,611,210	+416.2%	13,160,627
BANK OF AMERICA CORP /DE	+8,018,015	+394.3%	10,051,265
LPL Financial LLC	+4,678,830	+405.2%	5,833,591
UBS Group AG	+4,110,883	+396.1%	5,148,612
VANTAGEPOINT INVESTMENT ADVISERS LL	+3,436,068	+400.0%	4,295,085
CAPTRUST FINANCIAL ADVISORS	+3,328,073	+382.8%	4,197,480
Merit Financial Group, LLC	+3,099,494	+571.4%	3,641,887
AMERIPRISE FINANCIAL INC	+3,088,564	+387.6%	3,885,314
ENVESTNET ASSET MANAGEMENT INC	+2,842,779	+399.7%	3,554,068
WELLS FARGO & COMPANY/MN	+2,521,427	+336.4%	3,270,904
Cerity Partners LLC	+2,442,884	+451.4%	2,984,072
ANGELES WEALTH MANAGEMENT, LLC	+2,298,377	+402.4%	2,869,561
PNC Financial Services Group, Inc.	+2,068,753	+389.1%	2,600,466
Howard Capital Management, LLC	+1,818,816	+400.0%	2,273,520
ROYAL BANK OF CANADA	+1,755,384	+376.4%	2,221,716
RAYMOND JAMES FINANCIAL INC	+1,693,260	+390.1%	2,127,331
Facet Wealth, Inc.	+1,518,396	+465.0%	1,844,907
OSAIC HOLDINGS, INC.	+1,189,969	+416.0%	1,476,022

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
TWO SIGMA INVESTMENTS, LP	-194,920	-76.5%	59,920
Prime Capital Investment Advisors,	-148,492	-80.2%	36,560
Jackson Wealth Management, LLC	-10,880	-81.9%	2,410
Larson Financial Group LLC	-5,776	-77.7%	1,655
WELLINGTON-ALTUS USA INC.	-5,423	-80.2%	1,342
Wells Financial Advisors INC	-4,120	-85.8%	680
McMill Wealth Management	-3,945	-21.8%	14,112
Institute for Wealth Management, LL	-2,079	-56.6%	1,595
Y-Intercept (Hong Kong) Ltd	-1,666	-24.5%	5,128
MONETA GROUP INVESTMENT ADVISORS LL	-1,370	-1.7%	79,740
UBS AM, a distinct business unit of	-1,257	-12.2%	9,063
DOVER ADVISORS, LLC	-1,093	-64.0%	615
Jaffetilchin Investment Partners, L	-544	-11.5%	4,169
DIVERSIFY WEALTH MANAGEMENT, LLC	-457	-2.6%	16,884
Capstone Wealth Management Group LL	-387	-21.1%	1,451
Fortis Group Advisors, LLC	-366	-6.3%	5,427
Brio Consultants, LLC	-353	-8.9%	3,633
Carroll Investors, Inc	-233	-3.0%	7,435
Federation des caisses Desjardins d	-225	-36.0%	400
FRG Family Wealth Advisors LLC	-165	-3.0%	5,376

MGK Institutional Ownership

Institutional Ownership — MGK

Ownership Trends

Top Institutional Holders (1133 total)

Recent Activity

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