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NANC Institutional Ownership

Unusual Whales Subversive Democratic Trading ETF
1W: +0.4% 1M: +3.3% 3M: +4.5% YTD: +16.1% 1Y: +17.8% 3Y: +100.1%
$52.95
+0.34 (+0.65%)
 
Weekly Expected Move ±1.6%
$51 $52 $53 $54 $55
ETF CBOE · AUM $299.7M

Institutional Ownership — NANC

60
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
8M
Total Invested
10
New Positions
10
Increased
16
Reduced
6
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (70 total)

# Holder Shares Value Change Change % Holding Period Filing
1 AE Wealth Management LLC 26,331 1M +3,461 +15.1% 7Q SEC ↗
2 CITADEL ADVISORS LLC 23,722 1M +4,676 +24.6% 7Q SEC ↗
3 RAYMOND JAMES FINANCIAL INC 19,173 1M +27 +0.1% 3Q SEC ↗
4 BANK OF MONTREAL /CAN 14,358 760K -1,068 -6.9% 7Q SEC ↗
5 Mutual Advisors, LLC 12,320 652K -227 -1.8% 5Q SEC ↗
6 Cambridge Investment Research Advisors 10,142 537K +3,124 +44.5% 7Q SEC ↗
7 Concurrent Investment Advisors, LLC NEW 8,499 450K — +0.0% 1Q SEC ↗
8 LAKE STREET PRIVATE WEALTH, LLC 8,421 446K +3,191 +61.0% 5Q SEC ↗
9 SUSQUEHANNA INTERNATIONAL GROUP, LLP 6,202 328K -22,789 -78.6% 2Q SEC ↗
10 HighTower Advisors, LLC 5,564 295K -57 -1.0% 7Q SEC ↗
11 HARBOUR INVESTMENTS, INC. 5,467 289K +718 +15.1% 7Q SEC ↗
12 ROYAL BANK OF CANADA 4,217 223K -967 -18.7% 6Q SEC ↗
13 Farther Finance Advisors, LLC 3,874 205K +7 +0.2% 7Q SEC ↗
14 Geneos Wealth Management Inc. 2,349 124K — +0.0% 5Q SEC ↗
15 CWM, LLC 1,906 101K -305 -13.8% 6Q SEC ↗
16 MORGAN STANLEY 1,259 67K — +0.0% 6Q SEC ↗
17 Continuum Advisory, LLC NEW 1,043 55K — +0.0% 1Q SEC ↗
18 Sunbelt Securities, Inc. 650 34K — +0.0% 6Q SEC ↗
19 Friedenthal Financial 595 32K — +0.0% 6Q SEC ↗
20 Concord Wealth Partners NEW 459 24K — +0.0% 1Q SEC ↗
21 OSAIC HOLDINGS, INC. NEW 440 23K — +0.0% 1Q SEC ↗
22 GoalVest Advisory LLC 355 19K — +0.0% 7Q SEC ↗
23 Larson Financial Group LLC 319 17K — +0.0% 7Q SEC ↗
24 North Star Investment Management Corp. 318 17K +20 +6.7% 4Q SEC ↗
25 MERCER GLOBAL ADVISORS INC /ADV NEW 301 16K — +0.0% 1Q SEC ↗
26 Kingdom Financial Group LLC. NEW 299 16K — +0.0% 1Q SEC ↗
27 United Financial Planning Group LLC 276 15K — +0.0% 2Q SEC ↗
28 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 250 13K +100 +66.7% 2Q SEC ↗
29 Steward Partners Investment Advisory, 241 13K — +0.0% 7Q SEC ↗
30 SIMPLEX TRADING, LLC 228 12K -2,079 -90.1% 4Q SEC ↗
31 INTERNATIONAL ASSETS INVESTMENT MANAGE 225 12K — +0.0% 5Q SEC ↗
32 Ritter Daniher Financial Advisory LLC 200 11K — +0.0% 3Q SEC ↗
33 HOLLENCREST CAPITAL MANAGEMENT 200 11K -105 -34.4% 7Q SEC ↗
34 Investment Research & Advisory Group, 152 8K — +0.0% 5Q SEC ↗
35 Main Street Group, LTD 125 7K — +0.0% 2Q SEC ↗
36 IFP Advisors, Inc 109 6K -5 -4.4% 6Q SEC ↗
37 Kings Path Partners LLC NEW 101 5K — +0.0% 1Q SEC ↗
38 VANGUARD ADVISERS INC 96 5K +12 +14.3% 2Q SEC ↗
39 Archer Investment Corp 85 5K — +0.0% 5Q SEC ↗
40 Bullock Wealth Management Group 75 4K — +0.0% 3Q SEC ↗
41 Key Financial Inc 68 4K — +0.0% 6Q SEC ↗
42 Parallel Advisors, LLC 47 2K — +0.0% 7Q SEC ↗
43 Tradewinds Capital Management, LLC 34 2K — +0.0% 7Q SEC ↗
44 Crewe Advisors LLC 27 1K — +0.0% 6Q SEC ↗
45 AdvisorNet Financial, Inc 25 1K — +0.0% 5Q SEC ↗
46 Bay Harbor Wealth Management, LLC 20 1K — +0.0% 2Q SEC ↗
47 BLUE BELL PRIVATE WEALTH MANAGEMENT, L 15 1K — +0.0% 5Q SEC ↗
48 Basepoint Wealth LLC 14 1K — +0.0% 3Q SEC ↗
49 PITTENGER & ANDERSON INC 13 1K — +0.0% 7Q SEC ↗
50 Hurley Capital, LLC NEW 11 1K — +0.0% 1Q SEC ↗
Biggest Increases (10)
HolderAddedChange %Total Shares
CITADEL ADVISORS LLC +4,676 +24.6% 23,722
AE Wealth Management LLC +3,461 +15.1% 26,331
LAKE STREET PRIVATE WEALTH, LLC +3,191 +61.0% 8,421
Cambridge Investment Research Advis +3,124 +44.5% 10,142
HARBOUR INVESTMENTS, INC. +718 +15.1% 5,467
NORTHWESTERN MUTUAL WEALTH MANAGEME +100 +66.7% 250
RAYMOND JAMES FINANCIAL INC +27 +0.1% 19,173
North Star Investment Management Co +20 +6.7% 318
VANGUARD ADVISERS INC +12 +14.3% 96
Farther Finance Advisors, LLC +7 +0.2% 3,874
Biggest Decreases (11)
HolderReducedChange %Total Shares
SUSQUEHANNA INTERNATIONAL GROUP, LL -22,789 -78.6% 6,202
SIMPLEX TRADING, LLC -2,079 -90.1% 228
BANK OF MONTREAL /CAN -1,068 -6.9% 14,358
ROYAL BANK OF CANADA -967 -18.7% 4,217
CWM, LLC -305 -13.8% 1,906
Mutual Advisors, LLC -227 -1.8% 12,320
HOLLENCREST CAPITAL MANAGEMENT -105 -34.4% 200
HighTower Advisors, LLC -57 -1.0% 5,564
UBS Group AG -34 -89.5% 4
EverSource Wealth Advisors, LLC -13 -92.9% 1
IFP Advisors, Inc -5 -4.4% 109

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