$57.66

+0.50 (+0.88%)

Weekly Expected Move ±1.5%

$56 $57 $58 $59 $59

ETF AMEX · AUM $690.6M

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

Institutional Ownership — MSSM

Institutional Holders

+2 vs prior quarter

0.0%

Ownership

+0.00pp

527M

Total Invested

New Positions

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (33 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	MORGAN STANLEY	8,432,674	486M	-478,419	-5.4%	7Q	SEC ↗
2	SUSQUEHANNA INTERNATIONAL GROUP, LLP	23,463	1M	-16,448	-41.2%	4Q	SEC ↗
3	CITADEL ADVISORS LLC	17,321	999K	+10,356	+148.7%	5Q	SEC ↗
4	FIFTH THIRD BANCORP	12,109	698K	-1	-0.0%	2Q	SEC ↗
5	LEAVELL INVESTMENT MANAGEMENT, INC. NEW	6,054	349K	—	+0.0%	1Q	SEC ↗
6	StoneX Group Inc. NEW	4,338	250K	—	+0.0%	1Q	SEC ↗
7	WELLS FARGO & COMPANY/MN	554	32K	+529	+2116.0%	7Q	SEC ↗
8	Steward Partners Investment Advisory,	481	28K	—	+0.0%	2Q	SEC ↗
9	MERCER GLOBAL ADVISORS INC /ADV NEW	264	15K	—	+0.0%	1Q	SEC ↗
10	NORTHWESTERN MUTUAL WEALTH MANAGEMENT	243	14K	-201	-45.3%	7Q	SEC ↗
11	NewEdge Advisors, LLC	227	13K	+195	+609.4%	2Q	SEC ↗
12	VANGUARD ADVISERS INC	189	11K	+22	+13.2%	2Q	SEC ↗
13	Colonial Trust Advisors	104	6K	—	+0.0%	2Q	SEC ↗
14	OSAIC HOLDINGS, INC.	88	5K	+2	+2.3%	6Q	SEC ↗
15	UBS Group AG NEW	62	4K	—	+0.0%	1Q	SEC ↗
16	IFP Advisors, Inc	58	3K	—	+0.0%	7Q	SEC ↗
17	CREATIVE FINANCIAL DESIGNS INC /ADV NEW	48	3K	—	+0.0%	1Q	SEC ↗
18	Integrated Wealth Concepts LLC NEW	35	2K	—	+0.0%	1Q	SEC ↗
19	ROYAL BANK OF CANADA	29	2K	-719	-96.1%	2Q	SEC ↗
20	Sarver Vrooman Wealth Advisors	24	1K	—	+0.0%	5Q	SEC ↗
21	Aventura Private Wealth, LLC	18	1K	—	+0.0%	3Q	SEC ↗
22	ASSETMARK, INC	14	1K	—	+0.0%	2Q	SEC ↗
23	Buck Wealth Strategies, LLC NEW	11	1K	—	+0.0%	1Q	SEC ↗
24	MAI Capital Management	0	0K	-15	-100.0%	1Q	SEC ↗
25	Cassaday & Co Wealth Management LLC	0	0K	-27	-100.0%	1Q	SEC ↗
26	US BANCORP \DE	0	0K	-14	-100.0%	1Q	SEC ↗
27	Beaird Harris Wealth Management, LLC	0	0K	-82	-100.0%	2Q	SEC ↗
28	Larson Financial Group LLC	0	0K	-60	-100.0%	1Q	SEC ↗
29	Truvestments Capital LLC	0	0K	-365	-100.0%	1Q	SEC ↗
30	JONES FINANCIAL COMPANIES LLLP	0	0K	-344	-100.0%	1Q	SEC ↗
31	Reyes Financial Architecture, Inc.	0	0K	-17	-100.0%	1Q	SEC ↗
32	Western Wealth Management, LLC	0	0K	-39	-100.0%	1Q	SEC ↗
33	Arax Advisory Partners	0	0K	-33	-100.0%	1Q	SEC ↗

Recent Activity

New Positions (7)

Holder	Shares	Value
LEAVELL INVESTMENT MANAGEMENT, INC.	6,054	349K
StoneX Group Inc.	4,338	250K
MERCER GLOBAL ADVISORS INC /ADV	264	15K
UBS Group AG	62	4K
CREATIVE FINANCIAL DESIGNS INC /ADV	48	3K
Integrated Wealth Concepts LLC	35	2K
Buck Wealth Strategies, LLC	11	1K

Sold Out (10)

Holder	Prev Shares	Prev Value
Truvestments Capital LLC	365	21K
JONES FINANCIAL COMPANIES LLLP	344	20K
Beaird Harris Wealth Management, LL	82	5K
Larson Financial Group LLC	60	3K
Western Wealth Management, LLC	39	2K
Arax Advisory Partners	33	2K
Cassaday & Co Wealth Management LLC	27	2K
Reyes Financial Architecture, Inc.	17	1K
MAI Capital Management	15	1K
US BANCORP \DE	14	1K

Biggest Increases (5)

Holder	Added	Change %	Total Shares
CITADEL ADVISORS LLC	+10,356	+148.7%	17,321
WELLS FARGO & COMPANY/MN	+529	+2116.0%	554
NewEdge Advisors, LLC	+195	+609.4%	227
VANGUARD ADVISERS INC	+22	+13.2%	189
OSAIC HOLDINGS, INC.	+2	+2.3%	88

Biggest Decreases (5)

Holder	Reduced	Change %	Total Shares
MORGAN STANLEY	-478,419	-5.4%	8,432,674
SUSQUEHANNA INTERNATIONAL GROUP, LL	-16,448	-41.2%	23,463
ROYAL BANK OF CANADA	-719	-96.1%	29
NORTHWESTERN MUTUAL WEALTH MANAGEME	-201	-45.3%	243
FIFTH THIRD BANCORP	-1	-0.0%	12,109

MSSM Institutional Ownership

Institutional Ownership — MSSM

Ownership Trends

Top Institutional Holders (33 total)

Recent Activity

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