$161.71

+0.38 (+0.24%)

Weekly Expected Move ±1.1%

$158 $160 $162 $164 $165

ETF AMEX · AUM $13.2B

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

Institutional Ownership — MGV

637

Institutional Holders

+33 vs prior quarter

0.0%

Ownership

+0.00pp

10B

Total Invested

New Positions

219

Increased

209

Reduced

Closed

1.50

Put/Call Ratio

Ownership Trends

Top Institutional Holders (663 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	ASSETMARK, INC	15,842,689	2.6B	+245,994	+1.6%	45Q	SEC ↗
2	BANK OF AMERICA CORP /DE	4,675,795	$756M	+36,583	+0.8%	15Q	SEC ↗
3	MORGAN STANLEY	3,220,989	$521M	+153,582	+5.0%	60Q	SEC ↗
4	AMERIPRISE FINANCIAL INC	2,461,240	$398M	+182,014	+8.0%	16Q	SEC ↗
5	UBS Group AG	1,790,527	$290M	+64,182	+3.7%	47Q	SEC ↗
6	Merit Financial Group, LLC	1,652,554	$267M	+315,657	+23.6%	18Q	SEC ↗
7	ENVESTNET ASSET MANAGEMENT INC	1,237,905	$200M	-33,296	-2.6%	31Q	SEC ↗
8	LPL Financial LLC	1,158,233	$187M	+74,786	+6.9%	54Q	SEC ↗
9	PNC Financial Services Group, Inc.	1,105,925	$179M	-55,068	-4.7%	15Q	SEC ↗
10	WELLS FARGO & COMPANY/MN	993,873	$161M	-10,699	-1.1%	71Q	SEC ↗
11	HighTower Advisors, LLC	877,045	$142M	+41,857	+5.0%	22Q	SEC ↗
12	OSAIC HOLDINGS, INC.	789,084	$128M	+95,076	+13.7%	26Q	SEC ↗
13	Black Diamond Financial, LLC	757,229	$122M	+19,968	+2.7%	31Q	SEC ↗
14	RAYMOND JAMES FINANCIAL INC	753,203	$122M	-36,752	-4.7%	7Q	SEC ↗
15	VANTAGEPOINT INVESTMENT ADVISERS LLC	733,157	$119M	—	+0.0%	4Q	SEC ↗
16	ROYAL BANK OF CANADA	720,076	$116M	-7,383	-1.0%	52Q	SEC ↗
17	JPMORGAN CHASE & CO	683,600	$111M	+90,976	+15.4%	41Q	SEC ↗
18	Sequoia Financial Advisors, LLC	531,727	$86M	-15,016	-2.7%	21Q	SEC ↗
19	Rockefeller Capital Management L.P.	486,183	$79M	+1,982	+0.4%	28Q	SEC ↗
20	Strategic Investment Advisors / MI	442,676	$72M	+8,290	+1.9%	29Q	SEC ↗
21	Kestra Advisory Services, LLC	403,118	$65M	+28,317	+7.6%	24Q	SEC ↗
22	Cambridge Investment Research Advisors	388,720	$63M	+2,866	+0.7%	52Q	SEC ↗
23	Baird Financial Group, Inc.	387,221	$63M	+3,737	+1.0%	18Q	SEC ↗
24	Prosperity Consulting Group, LLC	386,443	$62M	+13,347	+3.6%	4Q	SEC ↗
25	STIFEL FINANCIAL CORP	383,716	$62M	+17,952	+4.9%	48Q	SEC ↗
26	Praetorian Wealth Management, Inc.	379,594	$61M	+10,854	+2.9%	5Q	SEC ↗
27	Cetera Investment Advisers	369,442	$60M	+27,394	+8.0%	38Q	SEC ↗
28	PETREDIS INVESTMENT ADVISORS LLC	366,159	$59M	-1,269	-0.3%	15Q	SEC ↗
29	Apriem Advisors	349,628	$57M	+34,245	+10.9%	10Q	SEC ↗
30	Cerity Partners LLC	343,974	$56M	+83,226	+31.9%	11Q	SEC ↗
31	Savant Capital, LLC	316,144	$51M	+157,557	+99.4%	66Q	SEC ↗
32	MARS JEWETT FINANCIAL GROUP, INC.	314,324	$51M	+308,693	+5482.0%	2Q	SEC ↗
33	COMMONWEALTH EQUITY SERVICES, LLC	301,213	$49M	+9,194	+3.1%	35Q	SEC ↗
34	Pure Financial Advisors, LLC	285,839	$46M	-5,065	-1.7%	6Q	SEC ↗
35	Avior Wealth Management, LLC	226,306	$37M	+77,618	+52.2%	51Q	SEC ↗
36	BHK Investment Advisors, LLC	219,087	$35M	-1,454	-0.7%	35Q	SEC ↗
37	Smartleaf Asset Management LLC	216,700	$35M	—	+0.0%	11Q	SEC ↗
38	Braeburn Wealth Management LLC	211,636	$34M	+9,712	+4.8%	3Q	SEC ↗
39	Integrated Capital Management, LLC	210,222	$34M	+4,047	+2.0%	4Q	SEC ↗
40	BTG Pactual Asset Management US LLC	208,483	$34M	-5,793	-2.7%	8Q	SEC ↗
41	Capital Advantage, Inc.	197,037	$32M	-688	-0.3%	28Q	SEC ↗
42	TITLEIST ASSET MANAGEMENT, LLC	191,472	$31M	+8,363	+4.6%	6Q	SEC ↗
43	Zeit Capital LLC	189,915	$31M	+985	+0.5%	23Q	SEC ↗
44	Bernardo Wealth Planning LLC	187,389	$30M	-24,458	-11.5%	26Q	SEC ↗
45	LEAVELL INVESTMENT MANAGEMENT, INC.	182,380	$29M	+6,301	+3.6%	41Q	SEC ↗
46	Beacon Pointe Advisors, LLC	181,191	$29M	-2,141	-1.2%	21Q	SEC ↗
47	Graney & King, LLC	179,184	$29M	+5,001	+2.9%	7Q	SEC ↗
48	ETF Portfolio Partners, Inc.	172,557	$28M	-3,768	-2.1%	16Q	SEC ↗
49	Blue Edge Capital, LLC	158,930	$26M	+314	+0.2%	23Q	SEC ↗
50	Breakwater Capital Group	158,867	$26M	+2,476	+1.6%	11Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
Retirement Planning Group, LLC	149,966	$24M
MARSHALL WACE, LLP	58,928	$10M
DAYMARK WEALTH PARTNERS, LLC	51,314	$8M
Diversify Advisory Services, LLC	35,591	$6M
Royal Fund Management, LLC	35,093	$6M
DAVENPORT & Co LLC	19,715	$3M
TWO SIGMA INVESTMENTS, LP	16,793	$3M
CITADEL ADVISORS LLC	15,720	$3M
J.W. COLE ADVISORS, INC.	15,650	$3M
Keeler Thomas Management LLC	10,330	$2M
Global Retirement Partners, LLC	9,773	$2M
Stonebridge Financial Group, LLC/CA	8,143	$1M
RASP WEALTH SOLUTIONS, LLC	7,129	$1M
FOCUSED ALPHA, LLC	6,335	$1M
VestGen Advisors, LLC	4,656	$753K
Triad Wealth Partners, LLC	3,552	$574K
Nuveen, LLC	3,149	$509K
XTX Topco Ltd	2,933	$474K
EARNED WEALTH ADVISORS, LLC	2,741	$443K
Robertson Stephens Wealth Managemen	2,680	$433K

Sold Out (20)

Holder	Prev Shares	Prev Value
SteelPeak Wealth, LLC	304,412	$49M
SOL Capital Management CO	118,720	$19M
QUATTRO FINANCIAL ADVISORS LLC	42,848	$7M
LifeWealth Investments, LLC	29,612	$5M
Pacific Excel Wealth Advisors, Inc.	14,893	$2M
Matthew Goff Investment Advisor, LL	11,018	$2M
Y-Intercept (Hong Kong) Ltd	7,987	$1M
FLOW TRADERS U.S. LLC	6,164	$997K
Independent Advisor Alliance	5,523	$893K
SG Americas Securities, LLC	4,346	$703K
Wells Financial Advisors INC	4,247	$687K
RF&L WEALTH MANAGEMENT, LLC	2,922	$473K
FSC Wealth Advisors, LLC	2,861	$463K
Boulder Wealth Advisors, LLC	2,496	$404K
VERUS CAPITAL PARTNERS, LLC	2,420	$391K
Aprio Wealth Management, LLC	2,216	$358K
Arete Wealth Advisors, LLC	2,210	$357K
Plancorp, LLC	2,202	$356K
KPP Advisory Services LLC	2,168	$351K
Antonelli Financial Advisors, LLC	2,090	$338K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
Merit Financial Group, LLC	+315,657	+23.6%	1,652,554
MARS JEWETT FINANCIAL GROUP, INC.	+308,693	+5482.0%	314,324
ASSETMARK, INC	+245,994	+1.6%	15,842,689
AMERIPRISE FINANCIAL INC	+182,014	+8.0%	2,461,240
Savant Capital, LLC	+157,557	+99.4%	316,144
MORGAN STANLEY	+153,582	+5.0%	3,220,989
WOODARD & CO ASSET MANAGEMENT GROUP	+112,688	+27824.2%	113,093
OSAIC HOLDINGS, INC.	+95,076	+13.7%	789,084
JPMORGAN CHASE & CO	+90,976	+15.4%	683,600
BESSEMER GROUP INC	+83,401	+2474.8%	86,771
Cerity Partners LLC	+83,226	+31.9%	343,974
Avior Wealth Management, LLC	+77,618	+52.2%	226,306
LPL Financial LLC	+74,786	+6.9%	1,158,233
UBS Group AG	+64,182	+3.7%	1,790,527
TUDOR INVESTMENT CORP ET AL	+54,019	+103.5%	106,191
HighTower Advisors, LLC	+41,857	+5.0%	877,045
KESTRA PRIVATE WEALTH SERVICES, LLC	+37,688	+362.5%	48,084
BANK OF AMERICA CORP /DE	+36,583	+0.8%	4,675,795
Apriem Advisors	+34,245	+10.9%	349,628
Waverly Advisors, LLC	+32,081	+28.3%	145,484

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
KICKSTAND VENTURES, LLC.	-118,140	-96.8%	3,935
Ameritas Advisory Services, LLC	-61,515	-69.8%	26,568
PNC Financial Services Group, Inc.	-55,068	-4.7%	1,105,925
D.A. DAVIDSON & CO.	-47,537	-39.8%	71,941
RAYMOND JAMES FINANCIAL INC	-36,752	-4.7%	753,203
ENVESTNET ASSET MANAGEMENT INC	-33,296	-2.6%	1,237,905
Brookstone Capital Management	-28,348	-79.3%	7,389
Bernardo Wealth Planning LLC	-24,458	-11.5%	187,389
EverSource Wealth Advisors, LLC	-22,834	-46.1%	26,737
Avid Wealth Partners LLC	-19,223	-19.1%	81,651
Sequoia Financial Advisors, LLC	-15,016	-2.7%	531,727
CreativeOne Wealth, LLC	-11,776	-42.1%	16,189
GOLDMAN SACHS GROUP INC	-11,087	-15.4%	60,975
WELLS FARGO & COMPANY/MN	-10,699	-1.1%	993,873
Wealthspire Advisors, LLC	-10,303	-30.8%	23,190
Mariner, LLC	-10,149	-24.3%	31,701
BSW Wealth Partners	-8,828	-25.7%	25,462
PFG Private Wealth Management, LLC	-8,626	-11.6%	65,983
PHILLIPS FINANCIAL MANAGEMENT, LLC	-7,870	-18.1%	35,616
ROYAL BANK OF CANADA	-7,383	-1.0%	720,076

MGV Institutional Ownership

Institutional Ownership — MGV

Ownership Trends

Top Institutional Holders (663 total)

Recent Activity

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