$49.73

-0.06 (-0.12%)

Weekly Expected Move ±0.8%

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ETF AMEX · AUM $3.0B

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

Institutional Ownership — MUNI

470

Institutional Holders

+9 vs prior quarter

0.0%

Ownership

+0.00pp

Total Invested

New Positions

239

Increased

133

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (491 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	BANK OF AMERICA CORP /DE	4,139,216	206M	+448,607	+12.2%	15Q	SEC ↗
2	MORGAN STANLEY	3,730,649	186M	+189,588	+5.4%	60Q	SEC ↗
3	WELLS FARGO & COMPANY/MN	2,814,890	140M	+324,844	+13.0%	66Q	SEC ↗
4	LPL Financial LLC	2,501,521	124M	+270,237	+12.1%	53Q	SEC ↗
5	WCG Wealth Advisors LLC	1,359,631	68M	+396,852	+41.2%	17Q	SEC ↗
6	JPMORGAN CHASE & CO	1,122,733	56M	+16,502	+1.5%	23Q	SEC ↗
7	CWM, LLC	993,470	49M	+70,761	+7.7%	18Q	SEC ↗
8	RAYMOND JAMES FINANCIAL INC	936,242	47M	+184,669	+24.6%	7Q	SEC ↗
9	ENVESTNET ASSET MANAGEMENT INC	897,484	45M	-12,199	-1.3%	39Q	SEC ↗
10	Cetera Investment Advisers	852,784	42M	+64,362	+8.2%	10Q	SEC ↗
11	UBS Group AG	762,036	38M	+54,369	+7.7%	47Q	SEC ↗
12	HighTower Advisors, LLC	699,037	35M	+73,897	+11.8%	54Q	SEC ↗
13	Thrivent Financial for Lutherans	656,614	33M	+40,916	+6.6%	25Q	SEC ↗
14	Stonebridge Financial Group, LLC	627,231	31M	+19,458	+3.2%	7Q	SEC ↗
15	NewEdge Advisors, LLC	595,078	30M	+83,823	+16.4%	19Q	SEC ↗
16	Focus Partners Wealth	571,901	28M	+569,921	+28783.9%	9Q	SEC ↗
17	Dynasty Wealth Management, LLC	546,689	27M	-45,501	-7.7%	10Q	SEC ↗
18	MBL Wealth, LLC	505,308	25M	+29,485	+6.2%	18Q	SEC ↗
19	STIFEL FINANCIAL CORP	493,632	25M	+65,872	+15.4%	49Q	SEC ↗
20	Larson Financial Group LLC	488,067	24M	+77,831	+19.0%	9Q	SEC ↗
21	Capital Analysts, LLC	455,347	23M	+25,933	+6.0%	29Q	SEC ↗
22	ROYAL BANK OF CANADA	417,321	21M	+63,139	+17.8%	58Q	SEC ↗
23	OSAIC HOLDINGS, INC.	412,967	21M	+131,934	+46.9%	26Q	SEC ↗
24	Quotient Wealth Partners, LLC	382,659	19M	+37,170	+10.8%	11Q	SEC ↗
25	DAVIS R M INC	375,367	19M	+40,908	+12.2%	23Q	SEC ↗
26	JONES FINANCIAL COMPANIES LLLP	374,302	19M	+109,519	+41.4%	9Q	SEC ↗
27	COMMONWEALTH EQUITY SERVICES, LLC	357,322	18M	+19,472	+5.8%	35Q	SEC ↗
28	NORTHWESTERN MUTUAL WEALTH MANAGEMENT	354,230	18M	+137,275	+63.3%	8Q	SEC ↗
29	PW ADVISORS, LLC \ FL	317,618	16M	+30,916	+10.8%	3Q	SEC ↗
30	Wealth Alliance Advisory Group, LLC	309,065	15M	+8,607	+2.9%	16Q	SEC ↗
31	Clearstead Advisors, LLC	297,598	15M	+24,377	+8.9%	10Q	SEC ↗
32	TRUIST FINANCIAL CORP	255,838	13M	-34	-0.0%	27Q	SEC ↗
33	Vise Technologies, Inc. NEW	251,564	13M	—	+0.0%	1Q	SEC ↗
34	Cambridge Investment Research Advisors	241,746	12M	+32,194	+15.4%	21Q	SEC ↗
35	XY Planning Network, Inc.	234,381	12M	+17,396	+8.0%	7Q	SEC ↗
36	Austin Wealth Management, LLC	231,539	12M	-12,399	-5.1%	12Q	SEC ↗
37	Beacon Pointe Advisors, LLC	226,889	11M	+25,620	+12.7%	6Q	SEC ↗
38	Kestra Investment Management, LLC	224,493	11M	+35,607	+18.9%	9Q	SEC ↗
39	MML INVESTORS SERVICES, LLC	214,694	11M	+23,061	+12.0%	25Q	SEC ↗
40	Crestmont Private Wealth LLC	212,399	11M	+12,005	+6.0%	5Q	SEC ↗
41	Avantax Planning Partners, Inc.	211,128	10M	-4,748	-2.2%	19Q	SEC ↗
42	Benchmark Financial Wealth Advisors, L	208,454	10M	-18,072	-8.0%	10Q	SEC ↗
43	AE Wealth Management LLC	206,167	10M	+128,141	+164.2%	7Q	SEC ↗
44	Prosperity Consulting Group, LLC	204,816	10M	+24,071	+13.3%	11Q	SEC ↗
45	Dakota Wealth Management	191,515	10M	+13,662	+7.7%	3Q	SEC ↗
46	Morton Brown Family Wealth, LLC	189,849	9M	+9,207	+5.1%	9Q	SEC ↗
47	Flagstone Financial Management	187,771	9M	+21,695	+13.1%	11Q	SEC ↗
48	DAYMARK WEALTH PARTNERS, LLC	185,947	9M	+174,845	+1574.9%	3Q	SEC ↗
49	TD Capital Management LLC	169,014	8M	+13,328	+8.6%	20Q	SEC ↗
50	FOSTER & MOTLEY INC	166,954	8M	+25,264	+17.8%	60Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
Vise Technologies, Inc.	251,564	13M
Resonant Capital Advisors, LLC	121,560	6M
Sixth Street Partners Management Co	96,977	5M
MCCARTER PRIVATE WEALTH SERVICES LL	65,507	3M
Janney Montgomery Scott LLC	64,370	3M
Elequin Capital, LP	41,227	2M
VAQUERO PRIVATE WEALTH, LTD	37,550	2M
Arax Advisory Partners	34,252	2M
Carolina Wealth Management Inc	31,684	2M
Aprio Wealth Management, LLC	22,933	1M
Noble Wealth Partners LLC	21,111	1M
IFG Advisory, LLC	20,380	1M
Ameritas Advisory Services, LLC	18,517	921K
Nuveen, LLC	17,141	852K
SFG Wealth Management, LLC.	16,457	818K
First Affirmative Financial Network	9,290	462K
Redhawk Wealth Advisors, Inc.	8,859	441K
Lineweaver Wealth Advisors, LLC	7,886	392K
SHUFRO ROSE & CO LLC	7,234	360K
CAPITAL ADVISORS INC/OK	6,040	300K

Sold Out (20)

Holder	Prev Shares	Prev Value
Independent Advisor Alliance	189,528	9M
Thompson David Blair	40,419	2M
BESSEMER GROUP INC	40,008	2M
OpenArc Corporate Advisory, LLC	37,809	2M
Ascentis Independent Advisors	24,160	1M
49 WEALTH MANAGEMENT, LLC	17,866	888K
NOVEM GROUP	14,738	733K
Reality Financial Planning Services	13,563	674K
Oregon Pacific Wealth Management, L	13,186	656K
Zhang Financial LLC	11,961	595K
NWAM LLC	11,234	559K
UNIQUE WEALTH, LLC	11,234	559K
Clark Wealth Partners	9,606	478K
CORE WEALTH ADVISORS, LLC	9,606	478K
First Heartland Consultants, Inc.	8,115	404K
Discipline Wealth Solutions, LLC	6,966	346K
Mattson Financial Services, LLC	6,574	327K
Atria Investments, Inc	6,443	320K
Compound Planning, Inc.	5,906	294K
NEUBERGER BERMAN GROUP LLC	4,774	237K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
Focus Partners Wealth	+569,921	+28783.9%	571,901
BANK OF AMERICA CORP /DE	+448,607	+12.2%	4,139,216
WCG Wealth Advisors LLC	+396,852	+41.2%	1,359,631
WELLS FARGO & COMPANY/MN	+324,844	+13.0%	2,814,890
LPL Financial LLC	+270,237	+12.1%	2,501,521
MORGAN STANLEY	+189,588	+5.4%	3,730,649
RAYMOND JAMES FINANCIAL INC	+184,669	+24.6%	936,242
DAYMARK WEALTH PARTNERS, LLC	+174,845	+1574.9%	185,947
NORTHWESTERN MUTUAL WEALTH MANAGEME	+137,275	+63.3%	354,230
OSAIC HOLDINGS, INC.	+131,934	+46.9%	412,967
AE Wealth Management LLC	+128,141	+164.2%	206,167
JONES FINANCIAL COMPANIES LLLP	+109,519	+41.4%	374,302
Waverly Advisors, LLC	+91,494	+163.5%	147,442
NewEdge Advisors, LLC	+83,823	+16.4%	595,078
Larson Financial Group LLC	+77,831	+19.0%	488,067
Smith Partners Wealth Management, L	+77,633	+95.3%	159,128
HighTower Advisors, LLC	+73,897	+11.8%	699,037
CWM, LLC	+70,761	+7.7%	993,470
RENAISSANCE TECHNOLOGIES LLC	+70,439	+231.3%	100,890
STIFEL FINANCIAL CORP	+65,872	+15.4%	493,632

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
JANE STREET GROUP, LLC	-116,913	-45.5%	140,050
BAILARD, INC.	-48,805	-25.6%	141,830
Dynasty Wealth Management, LLC	-45,501	-7.7%	546,689
KEYVANTAGE WEALTH, LLC	-45,487	-38.0%	74,241
Allworth Financial LP	-35,347	-32.7%	72,805
Rehmann Capital Advisory Group	-25,753	-16.5%	130,139
Seneca House Advisors	-20,125	-71.8%	7,910
SAGESPRING WEALTH PARTNERS, LLC	-18,978	-10.4%	162,865
WNY Asset Management, LLC	-18,846	-22.0%	66,680
Benchmark Financial Wealth Advisors	-18,072	-8.0%	208,454
Altura Wealth Advisors Inc.	-16,912	-9.8%	156,043
Goelzer Investment Management, Inc.	-15,395	-10.9%	126,159
Austin Wealth Management, LLC	-12,399	-5.1%	231,539
ENVESTNET ASSET MANAGEMENT INC	-12,199	-1.3%	897,484
Fermata Advisors, LLC	-12,150	-10.6%	102,533
CarsonAllaria Wealth Management, Lt	-11,978	-18.9%	51,400
Tower Research Capital LLC (TRC)	-10,841	-54.4%	9,080
Duncan Williams Asset Management, L	-8,892	-38.6%	14,132
MONTAG A & ASSOCIATES INC	-8,442	-67.2%	4,125
CORA CAPITAL ADVISORS LLC	-8,393	-44.0%	10,701

MUNI Institutional Ownership

Institutional Ownership — MUNI

Ownership Trends

Top Institutional Holders (491 total)

Recent Activity

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