MNA Institutional Ownership
NYLI Merger Arbitrage ETF
1W: -0.1%
1M: +0.5%
3M: +2.0%
YTD: +2.8%
1Y: +2.8%
3Y: +18.2%
5Y: +13.5%
$36.89
+0.06 (+0.16%)
Weekly Expected Move ±0.4%
$37
$37
$37
$37
$37
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — MNA
92
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
187M
Total Invested
13
New Positions
29
Increased
36
Reduced
8
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (103 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | New York Life Investment Management LL | 957,745 | $35M | +190,425 | +24.8% | 13Q | SEC ↗ |
| 2 | MORGAN STANLEY | 689,812 | $25M | -36,280 | -5.0% | 55Q | SEC ↗ |
| 3 | OSBORNE PARTNERS CAPITAL MANAGEMENT, L | 571,652 | $21M | +17,348 | +3.1% | 22Q | SEC ↗ |
| 4 | OPPENHEIMER ASSET MANAGEMENT INC. | 315,321 | $12M | +31,400 | +11.1% | 22Q | SEC ↗ |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 187,252 | $7M | -3,783 | -2.0% | 49Q | SEC ↗ |
| 6 | ASPIRIANT, LLC | 181,887 | $7M | +11,672 | +6.9% | 21Q | SEC ↗ |
| 7 | One Capital Management, LLC NEW | 180,668 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 8 | Equitable Holdings, Inc. | 158,230 | $6M | +12,155 | +8.3% | 27Q | SEC ↗ |
| 9 | Savant Capital, LLC | 147,780 | $5M | +73,254 | +98.3% | 19Q | SEC ↗ |
| 10 | IHT Wealth Management, LLC | 144,592 | $5M | +3,100 | +2.2% | 3Q | SEC ↗ |
| 11 | AMERIPRISE FINANCIAL INC | 143,940 | $5M | -600 | -0.4% | 16Q | SEC ↗ |
| 12 | B. Riley Wealth Advisors, Inc. | 118,488 | $4M | +645 | +0.5% | 6Q | SEC ↗ |
| 13 | ROYAL BANK OF CANADA | 99,581 | $4M | -3,624 | -3.5% | 44Q | SEC ↗ |
| 14 | Atria Investments, Inc | 80,928 | $3M | +24,486 | +43.4% | 3Q | SEC ↗ |
| 15 | KINGSWOOD WEALTH ADVISORS, LLC | 80,076 | $3M | +2,943 | +3.8% | 8Q | SEC ↗ |
| 16 | First Heartland Consultants, Inc. | 79,995 | $3M | +24,600 | +44.4% | 3Q | SEC ↗ |
| 17 | LPL Financial LLC | 77,610 | $3M | +1,494 | +2.0% | 47Q | SEC ↗ |
| 18 | CAPTRUST FINANCIAL ADVISORS | 72,286 | $3M | -3,638 | -4.8% | 13Q | SEC ↗ |
| 19 | Cetera Investment Advisers | 69,431 | $3M | +17,019 | +32.5% | 10Q | SEC ↗ |
| 20 | CANTOR FITZGERALD INVESTMENT ADVISORS | 58,222 | $2M | -1,923 | -3.2% | 11Q | SEC ↗ |
| 21 | CITADEL ADVISORS LLC | 57,949 | $2M | +4,125 | +7.7% | 5Q | SEC ↗ |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | 44,938 | $2M | -3,226 | -6.7% | 35Q | SEC ↗ |
| 23 | Farther Finance Advisors, LLC | 40,957 | $2M | +780 | +1.9% | 15Q | SEC ↗ |
| 24 | BANK OF AMERICA CORP /DE | 38,333 | $1M | -25,622 | -40.1% | 15Q | SEC ↗ |
| 25 | RAYMOND JAMES FINANCIAL INC | 37,947 | $1M | -1,431 | -3.6% | 7Q | SEC ↗ |
| 26 | Balyasny Asset Management L.P. | 36,585 | $1M | +3,840 | +11.7% | 2Q | SEC ↗ |
| 27 | Collaborative Fund Advisors, LLC | 30,821 | $1M | -30,144 | -49.4% | 2Q | SEC ↗ |
| 28 | LIBERTY SQUARE WEALTH PARTNERS LLC | 26,262 | $969K | -1,783 | -6.4% | 7Q | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 24,435 | $901K | -848 | -3.4% | 7Q | SEC ↗ |
| 30 | Orion Porfolio Solutions, LLC | 21,721 | $801K | +1,241 | +6.1% | 14Q | SEC ↗ |
| 31 | OneDigital Investment Advisors LLC | 17,917 | $661K | -3,739 | -17.3% | 37Q | SEC ↗ |
| 32 | WELLS FARGO & COMPANY/MN | 17,514 | $646K | +218 | +1.3% | 42Q | SEC ↗ |
| 33 | Focus Financial Network, Inc. | 17,335 | $639K | -807 | -4.4% | 10Q | SEC ↗ |
| 34 | Hyundai Investments Co., Ltd. | 17,269 | $637K | +7,239 | +72.2% | 3Q | SEC ↗ |
| 35 | Stonehearth Capital Management, LLC | 16,411 | $605K | -997 | -5.7% | 2Q | SEC ↗ |
| 36 | Advisor Resource Council | 16,360 | $604K | +1,348 | +9.0% | 3Q | SEC ↗ |
| 37 | OLD NATIONAL BANCORP /IN | 15,920 | $587K | -1,305 | -7.6% | 17Q | SEC ↗ |
| 38 | Cambridge Investment Research Advisors | 15,865 | $585K | -4,424 | -21.8% | 40Q | SEC ↗ |
| 39 | Integrated Advisors Network LLC | 13,626 | $503K | +366 | +2.8% | 27Q | SEC ↗ |
| 40 | Good Steward Wealth Advisors,LLC | 13,576 | $501K | +193 | +1.4% | 4Q | SEC ↗ |
| 41 | Duncan Williams Asset Management, LLC | 13,008 | $480K | -2,034 | -13.5% | 8Q | SEC ↗ |
| 42 | OSAIC HOLDINGS, INC. | 11,777 | $434K | +1,869 | +18.9% | 26Q | SEC ↗ |
| 43 | OPPENHEIMER & CO INC | 11,406 | $421K | -145 | -1.3% | 5Q | SEC ↗ |
| 44 | RHS Financial, LLC | 11,375 | $420K | +4,505 | +65.6% | 8Q | SEC ↗ |
| 45 | CIBC Bancorp USA Inc. NEW | 10,505 | $388K | — | +0.0% | 1Q | SEC ↗ |
| 46 | City Center Advisors, LLC | 9,982 | $368K | +843 | +9.2% | 3Q | SEC ↗ |
| 47 | Summit Financial, LLC | 9,974 | $368K | -281 | -2.7% | 6Q | SEC ↗ |
| 48 | MAI Capital Management | 9,330 | $344K | -739 | -7.3% | 7Q | SEC ↗ |
| 49 | NewEdge Advisors, LLC | 8,453 | $312K | +2,347 | +38.4% | 4Q | SEC ↗ |
| 50 | Legacy Financial Strategies, LLC | 8,092 | $299K | -520 | -6.0% | 32Q | SEC ↗ |
Recent Activity
New Positions (13)
| Holder | Shares | Value |
|---|---|---|
| One Capital Management, LLC | 180,668 | $7M |
| CIBC Bancorp USA Inc. | 10,505 | $388K |
| Diversify Advisory Services, LLC | 6,697 | $247K |
| GREENWOOD CAPITAL ASSOCIATES LLC | 6,463 | $238K |
| Global Retirement Partners, LLC | 6,402 | $236K |
| Belpointe Asset Management LLC | 5,538 | $204K |
| MERCER GLOBAL ADVISORS INC /ADV | 555 | $20K |
| NBH Bank | 500 | $18K |
| Oakmont Advisory Group, LLC | 177 | $7K |
| Arax Advisory Partners | 156 | $6K |
| JONES FINANCIAL COMPANIES LLLP | 155 | $6K |
| Buck Wealth Strategies, LLC | 109 | $4K |
| Integrated Wealth Concepts LLC | 78 | $3K |
Sold Out (17)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 36,291 | $1M |
| Janney Montgomery Scott LLC | 19,908 | $734K |
| Kestra Advisory Services, LLC | 19,690 | $726K |
| Hilltop Holdings Inc. | 11,021 | $407K |
| McAdam, LLC | 10,449 | $385K |
| Prospera Financial Services Inc | 6,235 | $230K |
| Capital Asset Managemnet, LLC | 6,206 | $229K |
| Private Advisor Group, LLC | 6,138 | $226K |
| NBC SECURITIES, INC. | 1,429 | $53K |
| Scarborough Advisors, LLC | 673 | $25K |
| SageView Advisory Group, LLC | 619 | $23K |
| Advisory Services Network, LLC | 534 | $20K |
| Costello Asset Management, INC | 300 | $11K |
| PROTECTIVE LIFE CORP | 182 | $7K |
| FLAGSHIP HARBOR ADVISORS, LLC | 71 | $3K |
| UBS Group AG | 47 | $2K |
| Western Wealth Management, LLC | 33 | $1K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| New York Life Investment Management | +190,425 | +24.8% | 957,745 |
| Savant Capital, LLC | +73,254 | +98.3% | 147,780 |
| OPPENHEIMER ASSET MANAGEMENT INC. | +31,400 | +11.1% | 315,321 |
| First Heartland Consultants, Inc. | +24,600 | +44.4% | 79,995 |
| Atria Investments, Inc | +24,486 | +43.4% | 80,928 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT | +17,348 | +3.1% | 571,652 |
| Cetera Investment Advisers | +17,019 | +32.5% | 69,431 |
| Equitable Holdings, Inc. | +12,155 | +8.3% | 158,230 |
| ASPIRIANT, LLC | +11,672 | +6.9% | 181,887 |
| Hyundai Investments Co., Ltd. | +7,239 | +72.2% | 17,269 |
| RHS Financial, LLC | +4,505 | +65.6% | 11,375 |
| CITADEL ADVISORS LLC | +4,125 | +7.7% | 57,949 |
| Balyasny Asset Management L.P. | +3,840 | +11.7% | 36,585 |
| IHT Wealth Management, LLC | +3,100 | +2.2% | 144,592 |
| KINGSWOOD WEALTH ADVISORS, LLC | +2,943 | +3.8% | 80,076 |
| NewEdge Advisors, LLC | +2,347 | +38.4% | 8,453 |
| OSAIC HOLDINGS, INC. | +1,869 | +18.9% | 11,777 |
| LPL Financial LLC | +1,494 | +2.0% | 77,610 |
| Advisor Resource Council | +1,348 | +9.0% | 16,360 |
| Orion Porfolio Solutions, LLC | +1,241 | +6.1% | 21,721 |