— Know what they know.
Not Investment Advice

MKTN Institutional Ownership

Federated Hermes MDT Market Neutral ETF
1W: +0.4% 1M: +1.0% 3M: +6.7% YTD: +9.8% 1Y: +13.6%
$28.00
+0.03 (+0.11%)
 
Weekly Expected Move ±0.7%
$28 $28 $28 $28 $28
ETF AMEX · AUM $2.8M

Institutional Ownership — MKTN

24
Institutional Holders
+7 vs prior quarter
0.0%
Ownership
+0.00pp
91M
Total Invested
7
New Positions
9
Increased
6
Reduced
4
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (24 total)

# Holder Shares Value Change Change % Holding Period Filing
1 FEDERATED HERMES, INC. 1,738,712 49M +327,855 +23.2% 4Q SEC ↗
2 Frederick Financial Consultants, LLC 524,896 15M +33,142 +6.7% 2Q SEC ↗
3 ENVESTNET ASSET MANAGEMENT INC NEW 216,591 6M — +0.0% 1Q SEC ↗
4 Financial Concepts Unlimited, Inc. 202,773 6M +1,465 +0.7% 2Q SEC ↗
5 COMMONWEALTH EQUITY SERVICES, LLC 191,713 5M +37,548 +24.4% 3Q SEC ↗
6 KINGSWOOD WEALTH ADVISORS, LLC 152,012 4M +22,200 +17.1% 2Q SEC ↗
7 Hilltop Holdings Inc. 146,267 4M — +0.0% 3Q SEC ↗
8 Elyxium Wealth, LLC 126,511 4M +21,642 +20.6% 3Q SEC ↗
9 Avidian Wealth Enterprises, LLC NEW 38,234 1M — +0.0% 1Q SEC ↗
10 Arkadios Wealth Advisors 35,161 985K +410 +1.2% 3Q SEC ↗
11 ROYAL BANK OF CANADA 30,513 854K -7,608 -20.0% 3Q SEC ↗
12 Dakota Wealth Management 28,358 794K +70 +0.2% 3Q SEC ↗
13 Sterling Investment Advisors, Ltd. NEW 22,100 619K — +0.0% 1Q SEC ↗
14 CARY STREET PARTNERS FINANCIAL LLC 21,398 599K +1,387 +6.9% 3Q SEC ↗
15 MML INVESTORS SERVICES, LLC 9,709 272K -721 -6.9% 2Q SEC ↗
16 RAYMOND JAMES FINANCIAL INC NEW 8,852 248K — +0.0% 1Q SEC ↗
17 Sankala Group LLC 900 25K — +0.0% 3Q SEC ↗
18 Cordgrass Capital Advisors, LLC NEW 793 22K — +0.0% 1Q SEC ↗
19 WELLS FARGO & COMPANY/MN NEW 463 13K — +0.0% 1Q SEC ↗
20 Global Retirement Partners, LLC NEW 45 1K — +0.0% 1Q SEC ↗
21 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0 0K -10,856 -100.0% 1Q SEC ↗
22 JANE STREET GROUP, LLC 0 0K -88,079 -100.0% 2Q SEC ↗
23 CITADEL ADVISORS LLC 0 0K -8,909 -100.0% 2Q SEC ↗
24 Global Assets Advisory, LLC 0 0K -218,718 -100.0% 2Q SEC ↗

Recent Activity

Biggest Increases (9)
HolderAddedChange %Total Shares
FEDERATED HERMES, INC. +327,855 +23.2% 1,738,712
COMMONWEALTH EQUITY SERVICES, LLC +37,548 +24.4% 191,713
Frederick Financial Consultants, LL +33,142 +6.7% 524,896
KINGSWOOD WEALTH ADVISORS, LLC +22,200 +17.1% 152,012
Elyxium Wealth, LLC +21,642 +20.6% 126,511
Financial Concepts Unlimited, Inc. +1,465 +0.7% 202,773
CARY STREET PARTNERS FINANCIAL LLC +1,387 +6.9% 21,398
Arkadios Wealth Advisors +410 +1.2% 35,161
Dakota Wealth Management +70 +0.2% 28,358
Biggest Decreases (2)
HolderReducedChange %Total Shares
ROYAL BANK OF CANADA -7,608 -20.0% 30,513
MML INVESTORS SERVICES, LLC -721 -6.9% 9,709

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms