— Know what they know.
Not Investment Advice

NOBL Institutional Ownership

ProShares - S&P 500 Dividend Aristocrats ETF
1W: +0.8% 1M: +10.1% 3M: +3.8% YTD: -41.9% 1Y: -39.9% 3Y: -27.4% 5Y: -30.1%
$60.67
+0.90 (+1.51%)
After Hours: $61.20 (+0.52, +0.87%)
Weekly Expected Move ±2.8%
$56 $58 $60 $61 $63
ETF CBOE · AUM $12.3B

Institutional Ownership — NOBL

882
Institutional Holders
+12 vs prior quarter
0.0%
Ownership
+0.00pp
6B
Total Invested
70
New Positions
742
Increased
65
Reduced
43
Closed
1.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (930 total)

# Holder Shares Value Change Change % Holding Period Filing
1 MORGAN STANLEY 17,431,749 1.1B +8,225,476 +89.3% 51Q SEC ↗
2 BANK OF AMERICA CORP /DE 8,294,297 503M +3,861,439 +87.1% 15Q SEC ↗
3 LPL Financial LLC 6,015,760 365M +2,990,695 +98.9% 51Q SEC ↗
4 WELLS FARGO & COMPANY/MN 3,644,043 221M +1,827,608 +100.6% 49Q SEC ↗
5 RAYMOND JAMES FINANCIAL INC 3,485,961 211M +1,747,765 +100.6% 7Q SEC ↗
6 Cresset Asset Management, LLC 3,466,743 210M +1,809,134 +109.1% 24Q SEC ↗
7 UBS Group AG 3,460,672 210M +1,705,415 +97.2% 47Q SEC ↗
8 ROYAL BANK OF CANADA 2,860,540 174M +1,500,445 +110.3% 51Q SEC ↗
9 CLIFTONLARSONALLEN WEALTH ADVISORS, LL 2,687,604 163M +1,319,687 +96.5% 25Q SEC ↗
10 ROCKLAND TRUST CO 1,498,301 91M +770,811 +106.0% 26Q SEC ↗
11 Cassaday & Co Wealth Management LLC 1,276,931 77M +632,158 +98.0% 15Q SEC ↗
12 Cetera Investment Advisers 1,087,255 66M +514,090 +89.7% 38Q SEC ↗
13 COMMONWEALTH EQUITY SERVICES, LLC 1,081,071 66M +504,226 +87.4% 35Q SEC ↗
14 Wealthspire Advisors, LLC 1,005,012 61M +540,071 +116.2% 23Q SEC ↗
15 Cambridge Investment Research Advisors 888,765 54M +461,941 +108.2% 44Q SEC ↗
16 OSAIC HOLDINGS, INC. 879,959 53M +439,086 +99.6% 26Q SEC ↗
17 AMERIPRISE FINANCIAL INC 876,582 53M +420,963 +92.4% 16Q SEC ↗
18 Janney Montgomery Scott LLC 819,429 50M +414,961 +102.6% 17Q SEC ↗
19 IAM Advisory, LLC 775,768 47M +392,570 +102.4% 20Q SEC ↗
20 Baird Financial Group, Inc. 725,687 44M +364,452 +100.9% 45Q SEC ↗
21 Rockefeller Capital Management L.P. 720,957 44M +362,500 +101.1% 27Q SEC ↗
22 IFG Advisory, LLC NEW 602,176 37M — +0.0% 1Q SEC ↗
23 JONES FINANCIAL COMPANIES LLLP 548,759 33M +290,722 +112.7% 10Q SEC ↗
24 Summit Financial Wealth Advisors, LLC 501,346 30M +245,855 +96.2% 47Q SEC ↗
25 STIFEL FINANCIAL CORP 496,513 30M +239,264 +93.0% 45Q SEC ↗
26 HighTower Advisors, LLC 485,576 29M +340,732 +235.2% 46Q SEC ↗
27 NEUBERGER BERMAN GROUP LLC 477,829 29M +213,148 +80.5% 13Q SEC ↗
28 Glen Eagle Advisors, LLC 471,370 29M +215,311 +84.1% 37Q SEC ↗
29 ENVESTNET ASSET MANAGEMENT INC 456,871 28M +228,526 +100.1% 45Q SEC ↗
30 GOLDMAN SACHS GROUP INC 455,517 28M +309,828 +212.7% 15Q SEC ↗
31 Carrera Capital Advisors 454,641 28M +230,591 +102.9% 5Q SEC ↗
32 Pacific Wealth Strategies Group, Inc. 415,994 25M +219,810 +112.0% 39Q SEC ↗
33 Landmark Wealth Management, LLC 398,540 24M +209,174 +110.5% 19Q SEC ↗
34 Tidal Investments LLC NEW 394,025 24M — +0.0% 1Q SEC ↗
35 TD Waterhouse Canada Inc. 372,694 23M +188,027 +101.8% 19Q SEC ↗
36 AQR CAPITAL MANAGEMENT LLC 367,221 22M +197,791 +116.7% 7Q SEC ↗
37 BNP PARIBAS FINANCIAL MARKETS 350,000 21M +299,775 +596.9% 11Q SEC ↗
38 CAPE COD FIVE CENTS SAVINGS BANK NEW 349,423 21M — +0.0% 1Q SEC ↗
39 TOTH FINANCIAL ADVISORY CORP 346,834 21M +172,808 +99.3% 50Q SEC ↗
40 ELEVATION POINT WEALTH PARTNERS, LLC 342,264 21M +196,715 +135.2% 5Q SEC ↗
41 &PARTNERS 339,120 21M +183,868 +118.4% 10Q SEC ↗
42 Waverly Advisors, LLC 327,137 20M +161,441 +97.4% 10Q SEC ↗
43 ForthRight Wealth Management, LLC 325,163 20M +153,915 +89.9% 23Q SEC ↗
44 McElhenny Sheffield Capital Management 321,247 19M +160,197 +99.5% 13Q SEC ↗
45 Vestmark Advisory Solutions, Inc. 315,938 19M +174,674 +123.7% 4Q SEC ↗
46 SMITH, MOORE & CO. 308,626 19M +151,096 +95.9% 43Q SEC ↗
47 NewEdge Advisors, LLC 296,162 18M +150,985 +104.0% 40Q SEC ↗
48 HANTZ FINANCIAL SERVICES, INC. 292,620 18M +139,669 +91.3% 26Q SEC ↗
49 Equitable Holdings, Inc. 292,102 18M +147,428 +101.9% 27Q SEC ↗
50 Sanctuary Advisors, LLC 290,504 18M +138,481 +91.1% 9Q SEC ↗

Recent Activity

Sold Out (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
MORGAN STANLEY +8,225,476 +89.3% 17,431,749
BANK OF AMERICA CORP /DE +3,861,439 +87.1% 8,294,297
LPL Financial LLC +2,990,695 +98.9% 6,015,760
WELLS FARGO & COMPANY/MN +1,827,608 +100.6% 3,644,043
Cresset Asset Management, LLC +1,809,134 +109.1% 3,466,743
RAYMOND JAMES FINANCIAL INC +1,747,765 +100.6% 3,485,961
UBS Group AG +1,705,415 +97.2% 3,460,672
ROYAL BANK OF CANADA +1,500,445 +110.3% 2,860,540
CLIFTONLARSONALLEN WEALTH ADVISORS, +1,319,687 +96.5% 2,687,604
ROCKLAND TRUST CO +770,811 +106.0% 1,498,301
Cassaday & Co Wealth Management LLC +632,158 +98.0% 1,276,931
Wealthspire Advisors, LLC +540,071 +116.2% 1,005,012
Cetera Investment Advisers +514,090 +89.7% 1,087,255
COMMONWEALTH EQUITY SERVICES, LLC +504,226 +87.4% 1,081,071
Cambridge Investment Research Advis +461,941 +108.2% 888,765
OSAIC HOLDINGS, INC. +439,086 +99.6% 879,959
AMERIPRISE FINANCIAL INC +420,963 +92.4% 876,582
Janney Montgomery Scott LLC +414,961 +102.6% 819,429
IAM Advisory, LLC +392,570 +102.4% 775,768
Baird Financial Group, Inc. +364,452 +100.9% 725,687
Biggest Decreases (20)
HolderReducedChange %Total Shares
MONEY CONCEPTS CAPITAL CORP -54,455 -60.1% 36,149
SouthState Bank Corp -48,497 -82.4% 10,370
FLOW TRADERS U.S. LLC -26,242 -43.5% 34,093
TUDOR INVESTMENT CORP ET AL -24,992 -60.5% 16,302
Coastline Complete Wealth LLC -20,151 -44.6% 25,068
XTX Topco Ltd -17,832 -61.1% 11,348
LIBERTY ONE INVESTMENT MANAGEMENT, -17,675 -87.7% 2,487
PRING TURNER CAPITAL GROUP INC -14,572 -19.8% 58,919
Centennial Bank/AR -6,100 -43.0% 8,100
Independent Advisor Alliance -5,010 -53.1% 4,423
Swisher Financial Concepts, Inc. -3,998 -76.8% 1,208
Harel Insurance Investments & Finan -2,803 -77.9% 794
Enclave Advisors LLC -2,766 -29.6% 6,566
NBT BANK, N.A. -2,352 -86.5% 368
GC Wealth Management RIA, LLC -2,021 -10.7% 16,848
Goldstone Financial Group, LLC -1,163 -1.7% 65,897
NORTHERN TRUST CORP -1,029 -10.2% 9,019
UBS AM, a distinct business unit of -650 -17.7% 3,030
Mascoma Wealth Management LLC -312 -62.4% 188
DGS Capital Management, LLC -212 -6.8% 2,901

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

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