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MOOD Institutional Ownership

Relative Sentiment Tactical Allocation ETF
1W: +0.2% 1M: +0.7% 3M: +1.9% YTD: +16.2% 1Y: +22.8% 3Y: +81.9%
$44.79
+0.14 (+0.32%)
 
Weekly Expected Move ±0.5%
$44 $45 $45 $45 $45
ETF NASDAQ · AUM $48.6M

Institutional Ownership — MOOD

19
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
106M
Total Invested
2
New Positions
5
Increased
8
Reduced
3
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (21 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Ethos Financial Group, LLC 1,190,547 53M -11,713 -1.0% 15Q SEC ↗
2 Arcus Capital Partners, LLC 888,326 40M +178,198 +25.1% 2Q SEC ↗
3 Almanack Investment Partners, LLC. 63,875 3M +7,154 +12.6% 16Q SEC ↗
4 Tactive Advisors, LLC NEW 49,514 2M — +0.0% 1Q SEC ↗
5 FIG FINANCIAL ADVISORY SERVICES INC /A 44,540 2M +5,088 +12.9% 2Q SEC ↗
6 Stillwater Private Wealth, LLC 37,794 2M -33,685 -47.1% 2Q SEC ↗
7 Insight Wealth Strategies, LLC 32,079 1M +4,612 +16.8% 2Q SEC ↗
8 Wealthcare Advisory Partners LLC 31,505 1M +1,298 +4.3% 4Q SEC ↗
9 Empirical Finance, LLC 26,038 1M -10,332 -28.4% 2Q SEC ↗
10 Cambridge Investment Research Advisors 22,787 1M -2,174 -8.7% 3Q SEC ↗
11 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 13,610 610K -1,800 -11.7% 2Q SEC ↗
12 Keel Point, LLC 12,370 554K — +0.0% 2Q SEC ↗
13 Empire Financial Management Company, L 10,200 457K — +0.0% 6Q SEC ↗
14 AQR CAPITAL MANAGEMENT LLC 7,520 337K — +0.0% 2Q SEC ↗
15 MORGAN STANLEY 475 21K — +0.0% 9Q SEC ↗
16 Caitlin John, LLC NEW 118 5K — +0.0% 1Q SEC ↗
17 JANE STREET GROUP, LLC 0 0K -25,416 -100.0% 1Q SEC ↗
18 WELLS FARGO & COMPANY/MN 0 0K -450 -100.0% 1Q SEC ↗
19 UBS Group AG 0 0K -126 -100.0% 1Q SEC ↗
20 GTS SECURITIES LLC 0 0K -21,183 -100.0% 1Q SEC ↗
21 AE Wealth Management LLC 0 0K -17 -100.0% 1Q SEC ↗

Recent Activity

New Positions (2)
HolderSharesValue
Tactive Advisors, LLC 49,514 2M
Caitlin John, LLC 118 5K
Sold Out (5)
HolderPrev SharesPrev Value
JANE STREET GROUP, LLC 25,416 1M
GTS SECURITIES LLC 21,183 949K
WELLS FARGO & COMPANY/MN 450 20K
UBS Group AG 126 6K
AE Wealth Management LLC 17 1K
Biggest Increases (5)
HolderAddedChange %Total Shares
Arcus Capital Partners, LLC +178,198 +25.1% 888,326
Almanack Investment Partners, LLC. +7,154 +12.6% 63,875
FIG FINANCIAL ADVISORY SERVICES INC +5,088 +12.9% 44,540
Insight Wealth Strategies, LLC +4,612 +16.8% 32,079
Wealthcare Advisory Partners LLC +1,298 +4.3% 31,505
Biggest Decreases (5)
HolderReducedChange %Total Shares
Stillwater Private Wealth, LLC -33,685 -47.1% 37,794
Ethos Financial Group, LLC -11,713 -1.0% 1,190,547
Empirical Finance, LLC -10,332 -28.4% 26,038
Cambridge Investment Research Advis -2,174 -8.7% 22,787
NATIONS FINANCIAL GROUP INC, /IA/ / -1,800 -11.7% 13,610

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