NANR Institutional Ownership
State Street SPDR S&P North American Natural Resources ETF
1W: -1.5%
1M: -6.7%
3M: +11.5%
YTD: +22.9%
1Y: +32.4%
3Y: +68.4%
5Y: +141.0%
$84.79
+0.51 (+0.61%)
Weekly Expected Move ±2.5%
$81
$83
$85
$87
$89
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — NANR
149
Institutional Holders
+7 vs prior quarter
0.0%
Ownership
+0.00pp
566M
Total Invested
22
New Positions
48
Increased
48
Reduced
14
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (159 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | 4,222,651 | $358M | -13,475 | -0.3% | 31Q | SEC ↗ |
| 2 | CAPITAL WEALTH MANAGEMENT, LLC | 357,181 | $30M | -710 | -0.2% | 14Q | SEC ↗ |
| 3 | LPL Financial LLC | 319,736 | $27M | -16,567 | -4.9% | 22Q | SEC ↗ |
| 4 | MORGAN STANLEY | 217,495 | $18M | -76,249 | -26.0% | 35Q | SEC ↗ |
| 5 | Baird Financial Group, Inc. | 206,778 | $18M | +258 | +0.1% | 8Q | SEC ↗ |
| 6 | Cornerstone Planning Group LLC | 206,378 | $17M | +8,273 | +4.2% | 4Q | SEC ↗ |
| 7 | FRANKLIN RESOURCES INC | 173,125 | $15M | +1,250 | +0.7% | 17Q | SEC ↗ |
| 8 | XML Financial, LLC | 142,187 | $12M | +15,349 | +12.1% | 7Q | SEC ↗ |
| 9 | BANK OF AMERICA CORP /DE | 125,831 | $11M | +10,422 | +9.0% | 15Q | SEC ↗ |
| 10 | SCHMIDT P J INVESTMENT MANAGEMENT INC | 100,006 | $8M | -1,943 | -1.9% | 17Q | SEC ↗ |
| 11 | CFS Investment Advisory Services, LLC | 94,701 | $8M | -504 | -0.5% | 20Q | SEC ↗ |
| 12 | CWM, LLC | 76,316 | $6M | -8,047 | -9.5% | 18Q | SEC ↗ |
| 13 | GOLDMAN SACHS GROUP INC NEW | 75,075 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 14 | Mariner, LLC | 74,553 | $6M | -13,725 | -15.5% | 20Q | SEC ↗ |
| 15 | Fiduciary Alliance LLC | 72,606 | $6M | +1,748 | +2.5% | 12Q | SEC ↗ |
| 16 | Steward Partners Investment Advisory, | 66,819 | $6M | -102,911 | -60.6% | 14Q | SEC ↗ |
| 17 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 66,725 | $6M | -2,313 | -3.4% | 37Q | SEC ↗ |
| 18 | HighTower Advisors, LLC | 63,919 | $5M | +10,178 | +18.9% | 2Q | SEC ↗ |
| 19 | Rothschild Wealth LLC | 57,720 | $5M | -7,600 | -11.6% | 3Q | SEC ↗ |
| 20 | Hollow Brook Wealth Management LLC | 53,642 | $5M | — | +0.0% | 16Q | SEC ↗ |
| 21 | Private Advisory Group LLC | 50,415 | $4M | +9,078 | +22.0% | 2Q | SEC ↗ |
| 22 | Brio Consultants, LLC | 40,406 | $3M | +2,201 | +5.8% | 16Q | SEC ↗ |
| 23 | STIFEL FINANCIAL CORP | 38,740 | $3M | +654 | +1.7% | 14Q | SEC ↗ |
| 24 | Cetera Investment Advisers | 37,773 | $3M | +4,965 | +15.1% | 9Q | SEC ↗ |
| 25 | Certified Advisory Corp | 32,348 | $3M | +7,832 | +31.9% | 2Q | SEC ↗ |
| 26 | INTERNATIONAL ASSETS INVESTMENT MANAGE | 28,782 | $2M | -2,809 | -8.9% | 7Q | SEC ↗ |
| 27 | Savvy Advisors, Inc. | 26,809 | $2M | +885 | +3.4% | 3Q | SEC ↗ |
| 28 | TWO SIGMA INVESTMENTS, LP NEW | 26,800 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 29 | RAYMOND JAMES FINANCIAL INC | 26,607 | $2M | +4,265 | +19.1% | 7Q | SEC ↗ |
| 30 | MML INVESTORS SERVICES, LLC | 26,426 | $2M | +19,066 | +259.0% | 5Q | SEC ↗ |
| 31 | D.A. DAVIDSON & CO. | 24,676 | $2M | +3,903 | +18.8% | 16Q | SEC ↗ |
| 32 | U.S. Capital Wealth Advisors, LLC NEW | 24,213 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 33 | Stratos Wealth Partners, LTD. | 20,717 | $2M | -182 | -0.9% | 10Q | SEC ↗ |
| 34 | Financial Freedom, LLC | 20,479 | $2M | +1,082 | +5.6% | 15Q | SEC ↗ |
| 35 | Norris Financial Group, LLC | 19,032 | $2M | +1,665 | +9.6% | 2Q | SEC ↗ |
| 36 | DEUTSCHE BANK AG | 16,298 | $1M | -657 | -3.9% | 19Q | SEC ↗ |
| 37 | Aaron Wealth Advisors LLC | 16,142 | $1M | — | +0.0% | 23Q | SEC ↗ |
| 38 | ARMSTRONG ADVISORY GROUP, INC | 15,671 | $1M | +1,480 | +10.4% | 4Q | SEC ↗ |
| 39 | KLCM Advisors, Inc. | 13,634 | $1M | — | +0.0% | 3Q | SEC ↗ |
| 40 | Stratos Investment Management, LLC | 13,195 | $1M | -1,885 | -12.5% | 20Q | SEC ↗ |
| 41 | OSAIC HOLDINGS, INC. | 12,704 | $1M | +4,850 | +61.8% | 24Q | SEC ↗ |
| 42 | Focus Financial Network, Inc. | 12,621 | $1M | +967 | +8.3% | 8Q | SEC ↗ |
| 43 | Per Stirling Capital Management, LLC. | 12,413 | $1M | +492 | +4.1% | 12Q | SEC ↗ |
| 44 | JONES FINANCIAL COMPANIES LLLP | 12,193 | $1M | +367 | +3.1% | 9Q | SEC ↗ |
| 45 | Virtue Capital Management, LLC NEW | 11,605 | $984K | — | +0.0% | 1Q | SEC ↗ |
| 46 | INDEPENDENT FINANCIAL GROUP, LLC NEW | 10,855 | $920K | — | +0.0% | 1Q | SEC ↗ |
| 47 | Cambridge Investment Research Advisors | 10,009 | $849K | +1,062 | +11.9% | 21Q | SEC ↗ |
| 48 | Horizon Investments, LLC | 8,859 | $751K | -7,485 | -45.8% | 11Q | SEC ↗ |
| 49 | FOUNDERS FINANCIAL SECURITIES LLC | 8,859 | $751K | +674 | +8.2% | 8Q | SEC ↗ |
| 50 | UBS Group AG | 7,939 | $673K | +2,266 | +39.9% | 35Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| GOLDMAN SACHS GROUP INC | 75,075 | $6M |
| TWO SIGMA INVESTMENTS, LP | 26,800 | $2M |
| U.S. Capital Wealth Advisors, LLC | 24,213 | $2M |
| Virtue Capital Management, LLC | 11,605 | $984K |
| INDEPENDENT FINANCIAL GROUP, LLC | 10,855 | $920K |
| Planning Strategies Inc. | 4,394 | $373K |
| Ausdal Financial Partners, Inc. | 4,233 | $359K |
| Arax Advisory Partners | 3,738 | $317K |
| Snowden Capital Advisors LLC | 2,697 | $229K |
| Copia Wealth Management | 1,550 | $131K |
| MERCER GLOBAL ADVISORS INC /ADV | 1,421 | $120K |
| Integrated Wealth Concepts LLC | 767 | $65K |
| Coppell Advisory Solutions LLC | 658 | $56K |
| COMPASS FINANCIAL MANAGEMENT LLC | 309 | $26K |
| Ameritas Advisory Services, LLC | 296 | $25K |
| Geneos Wealth Management Inc. | 250 | $21K |
| ST GERMAIN D J CO INC | 240 | $20K |
| Cape Investment Advisory, Inc. | 191 | $16K |
| FLAGSHIP WEALTH ADVISORS, LLC | 93 | $8K |
| Concord Wealth Partners | 89 | $8K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 147,875 | $13M |
| FLOW TRADERS U.S. LLC | 77,173 | $7M |
| CITADEL ADVISORS LLC | 27,705 | $2M |
| Legacy Wealth Partners, LLC | 21,920 | $2M |
| Balefire, LLC | 12,890 | $1M |
| JANE STREET GROUP, LLC | 10,514 | $891K |
| Algorithmic Investment Models, LLC | 9,202 | $780K |
| VestGen Investment Management | 7,093 | $601K |
| MARSHALL WACE, LLP | 6,300 | $534K |
| HRT FINANCIAL LP | 4,281 | $363K |
| Wealthfront Advisers LLC | 4,115 | $349K |
| Global View Capital Management LLC | 2,381 | $202K |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | 2,317 | $196K |
| BESSEMER GROUP INC | 2,300 | $195K |
| Kestra Advisory Services, LLC | 1,490 | $126K |
| Root Financial Partners, LLC | 893 | $76K |
| Kohmann Bosshard Financial Services | 363 | $31K |
| Raleigh Capital Management Inc. | 333 | $28K |
| MAI Capital Management | 192 | $16K |
| SIMPLEX TRADING, LLC | 99 | $8K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MML INVESTORS SERVICES, LLC | +19,066 | +259.0% | 26,426 |
| XML Financial, LLC | +15,349 | +12.1% | 142,187 |
| BANK OF AMERICA CORP /DE | +10,422 | +9.0% | 125,831 |
| HighTower Advisors, LLC | +10,178 | +18.9% | 63,919 |
| Private Advisory Group LLC | +9,078 | +22.0% | 50,415 |
| Cornerstone Planning Group LLC | +8,273 | +4.2% | 206,378 |
| Certified Advisory Corp | +7,832 | +31.9% | 32,348 |
| Cetera Investment Advisers | +4,965 | +15.1% | 37,773 |
| OSAIC HOLDINGS, INC. | +4,850 | +61.8% | 12,704 |
| RAYMOND JAMES FINANCIAL INC | +4,265 | +19.1% | 26,607 |
| D.A. DAVIDSON & CO. | +3,903 | +18.8% | 24,676 |
| UBS Group AG | +2,266 | +39.9% | 7,939 |
| JPMORGAN CHASE & CO | +2,207 | +893.5% | 2,454 |
| Brio Consultants, LLC | +2,201 | +5.8% | 40,406 |
| Focus Partners Wealth | +2,140 | +103.8% | 4,202 |
| Fiduciary Alliance LLC | +1,748 | +2.5% | 72,606 |
| Norris Financial Group, LLC | +1,665 | +9.6% | 19,032 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | +1,505 | +61.7% | 3,945 |
| ARMSTRONG ADVISORY GROUP, INC | +1,480 | +10.4% | 15,671 |
| FRANKLIN RESOURCES INC | +1,250 | +0.7% | 173,125 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Steward Partners Investment Advisor | -102,911 | -60.6% | 66,819 |
| MORGAN STANLEY | -76,249 | -26.0% | 217,495 |
| LPL Financial LLC | -16,567 | -4.9% | 319,736 |
| Mariner, LLC | -13,725 | -15.5% | 74,553 |
| Financial Engines Advisors L.L.C. | -13,475 | -0.3% | 4,222,651 |
| CWM, LLC | -8,047 | -9.5% | 76,316 |
| Rothschild Wealth LLC | -7,600 | -11.6% | 57,720 |
| Horizon Investments, LLC | -7,485 | -45.8% | 8,859 |
| Private Advisor Group, LLC | -4,926 | -56.8% | 3,754 |
| INTERNATIONAL ASSETS INVESTMENT MAN | -2,809 | -8.9% | 28,782 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -2,313 | -3.4% | 66,725 |
| SCHMIDT P J INVESTMENT MANAGEMENT I | -1,943 | -1.9% | 100,006 |
| Stratos Investment Management, LLC | -1,885 | -12.5% | 13,195 |
| Farther Finance Advisors, LLC | -1,291 | -79.7% | 328 |
| Triumph Capital Management | -860 | -29.6% | 2,048 |
| J.W. COLE ADVISORS, INC. | -825 | -21.8% | 2,961 |
| CAPITAL WEALTH MANAGEMENT, LLC | -710 | -0.2% | 357,181 |
| BLAIR WILLIAM & CO/IL | -678 | -87.8% | 94 |
| DEUTSCHE BANK AG | -657 | -3.9% | 16,298 |
| CFS Investment Advisory Services, L | -504 | -0.5% | 94,701 |