$50.53

-0.17 (-0.34%)

Weekly Expected Move ±1.0%

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ETF AMEX · AUM $1.3B

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

Institutional Ownership — NYF

223

Institutional Holders

+3 vs prior quarter

0.0%

Ownership

+0.00pp

750M

Total Invested

New Positions

100

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (231 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	TIAA-CREF INDIVIDUAL & INSTITUTIONAL S	1,095,918	55M	-16,911	-1.5%	2Q	SEC ↗
2	High Probability Advisors, LLC	956,143	48M	+180,940	+23.3%	23Q	SEC ↗
3	MORGAN STANLEY	927,127	47M	+56,363	+6.5%	60Q	SEC ↗
4	BANK OF AMERICA CORP /DE	839,727	42M	+76,517	+10.0%	15Q	SEC ↗
5	HighTower Advisors, LLC	617,225	31M	+37,993	+6.6%	37Q	SEC ↗
6	Facet Wealth, Inc.	571,010	29M	+48,134	+9.2%	13Q	SEC ↗
7	Alesco Advisors, LLC, An ESL Co	495,210	25M	+34,174	+7.4%	70Q	SEC ↗
8	FMR LLC	486,133	25M	+19,619	+4.2%	30Q	SEC ↗
9	Legacy Edge Advisors, LLC	366,334	19M	+15,563	+4.4%	9Q	SEC ↗
10	HSBC HOLDINGS PLC	327,700	17M	-7,072	-2.1%	17Q	SEC ↗
11	ENVESTNET ASSET MANAGEMENT INC	306,420	15M	+57,690	+23.2%	46Q	SEC ↗
12	SATOVSKY ASSET MANAGEMENT LLC	305,418	15M	-8,642	-2.8%	6Q	SEC ↗
13	JPMORGAN CHASE & CO	252,292	13M	+60,208	+31.3%	43Q	SEC ↗
14	LPL Financial LLC	236,481	12M	+31,370	+15.3%	53Q	SEC ↗
15	Klingman & Associates, LLC	236,010	12M	-3,865	-1.6%	9Q	SEC ↗
16	Composition Wealth, LLC	233,913	12M	+10,794	+4.8%	15Q	SEC ↗
17	Mariner, LLC	227,931	12M	+1,724	+0.8%	16Q	SEC ↗
18	Cetera Investment Advisers	208,830	11M	+42,281	+25.4%	15Q	SEC ↗
19	RWA WEALTH PARTNERS, LLC	174,500	9M	-50,426	-22.4%	15Q	SEC ↗
20	Betterment LLC	167,573	8M	+6,250	+3.9%	37Q	SEC ↗
21	GUGGENHEIM CAPITAL LLC	167,032	8M	+23,656	+16.5%	5Q	SEC ↗
22	WEALTH ENHANCEMENT ADVISORY SERVICES,	157,869	8M	+130,233	+471.2%	12Q	SEC ↗
23	Creative Planning	144,788	7M	+13,503	+10.3%	40Q	SEC ↗
24	COMMONWEALTH EQUITY SERVICES, LLC	126,216	6M	+4,204	+3.4%	35Q	SEC ↗
25	MYECFO, LLC	112,730	6M	-6,800	-5.7%	15Q	SEC ↗
26	Hennion & Walsh Asset Management, Inc.	109,332	6M	+13,721	+14.4%	11Q	SEC ↗
27	AMERIPRISE FINANCIAL INC	107,445	5M	+11,171	+11.6%	16Q	SEC ↗
28	ALLIANCEBERNSTEIN L.P.	101,965	5M	-11,492	-10.1%	18Q	SEC ↗
29	Note Advisors, LLC	100,569	5M	+4,224	+4.4%	7Q	SEC ↗
30	NBT BANK, N.A.	97,930	5M	+2,720	+2.9%	16Q	SEC ↗
31	Wedmont Private Capital	94,537	5M	+35,975	+61.4%	13Q	SEC ↗
32	ALTFEST L J & CO INC	92,584	5M	+29,560	+46.9%	12Q	SEC ↗
33	NORTHWESTERN MUTUAL WEALTH MANAGEMENT	90,357	5M	+65,176	+258.8%	5Q	SEC ↗
34	Whitegate Investment Counselors, Inc.	90,224	5M	-3,856	-4.1%	17Q	SEC ↗
35	BAILARD, INC.	84,678	4M	-1,293	-1.5%	15Q	SEC ↗
36	Arrow Financial Corp	82,875	4M	-3,245	-3.8%	51Q	SEC ↗
37	ASSETMARK, INC	78,868	4M	+2,322	+3.0%	31Q	SEC ↗
38	WELLS FARGO & COMPANY/MN	77,900	4M	+10,156	+15.0%	70Q	SEC ↗
39	MERCER GLOBAL ADVISORS INC /ADV	75,916	4M	+11,414	+17.7%	29Q	SEC ↗
40	UBS Group AG	70,332	4M	+2,555	+3.8%	47Q	SEC ↗
41	OSAIC HOLDINGS, INC.	69,201	3M	+19,475	+39.2%	26Q	SEC ↗
42	Retirement Planning Group, LLC	68,083	3M	—	+0.0%	4Q	SEC ↗
43	Elequin Capital, LP NEW	66,671	3M	—	+0.0%	1Q	SEC ↗
44	Wealthfront Advisers LLC	65,476	3M	+20,942	+47.0%	11Q	SEC ↗
45	Corient Private Wealth LP	63,637	3M	+38,560	+153.8%	15Q	SEC ↗
46	CAPTRUST FINANCIAL ADVISORS	63,403	3M	+32,072	+102.4%	3Q	SEC ↗
47	Cascade Financial Partners, LLC	62,524	3M	+4,779	+8.3%	10Q	SEC ↗
48	James J. Burns & Company, LLC	61,526	3M	-10,750	-14.9%	16Q	SEC ↗
49	DURANTE & WATERS, LLC	60,461	3M	+3,167	+5.5%	11Q	SEC ↗
50	Cerity Partners LLC	59,202	3M	+12,159	+25.8%	12Q	SEC ↗

Recent Activity

New Positions (17)

Holder	Shares	Value
Elequin Capital, LP	66,671	3M
N10 WEALTH, LLC	42,540	2M
CITIZENS FINANCIAL GROUP INC/RI	27,647	1M
Tower Research Capital LLC (TRC)	21,351	1M
SAX WEALTH ADVISORS, LLC	16,075	812K
MIDLAND WEALTH ADVISORS, LLC	12,202	617K
MISSION WEALTH MANAGEMENT, LP	12,075	610K
Evanson Financial, LLC	11,649	589K
&PARTNERS	9,632	487K
Quantinno Capital Management LP	8,234	416K
Trivium Point Advisory, LLC	6,572	332K
CANANDAIGUA NATIONAL CORP	5,800	293K
XY Planning Network, Inc.	4,650	235K
Advisory Services Network, LLC	4,500	227K
First Affirmative Financial Network	4,046	204K
CWM, LLC	1,199	61K
Integrated Wealth Concepts LLC	18	1K

Sold Out (20)

Holder	Prev Shares	Prev Value
CITADEL ADVISORS LLC	38,673	2M
Allspring Global Investments Holdin	25,306	1M
CORA CAPITAL ADVISORS LLC	23,700	1M
Stratos Wealth Advisors, LLC	16,808	849K
Calamos Advisors LLC	16,656	842K
Cornerstone Advisory, LLC	12,144	614K
ASHTON THOMAS SECURITIES, LLC	11,300	571K
GRIMES & Co WEALTH MANAGEMENT, LLC	8,250	417K
Nemes Rush Group LLC	5,932	300K
Northeast Financial Group, Inc.	5,513	279K
Avestar Capital, LLC	5,270	266K
Astra Wealth Partners LLC	4,751	240K
Revolve Wealth Partners, LLC	4,742	240K
Modera Wealth Management, LLC	4,557	230K
Amplius Wealth Advisors, LLC	4,350	220K
Orion Porfolio Solutions, LLC	4,124	208K
SEVEN MILE ADVISORY	3,917	198K
Quadrant Private Wealth Management,	3,764	190K
Hamrick Investment Counsel, llc	2,800	141K
Root Financial Partners, LLC	1,110	56K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
High Probability Advisors, LLC	+180,940	+23.3%	956,143
WEALTH ENHANCEMENT ADVISORY SERVICE	+130,233	+471.2%	157,869
BANK OF AMERICA CORP /DE	+76,517	+10.0%	839,727
NORTHWESTERN MUTUAL WEALTH MANAGEME	+65,176	+258.8%	90,357
JPMORGAN CHASE & CO	+60,208	+31.3%	252,292
ENVESTNET ASSET MANAGEMENT INC	+57,690	+23.2%	306,420
MORGAN STANLEY	+56,363	+6.5%	927,127
Facet Wealth, Inc.	+48,134	+9.2%	571,010
Cetera Investment Advisers	+42,281	+25.4%	208,830
Corient Private Wealth LP	+38,560	+153.8%	63,637
HighTower Advisors, LLC	+37,993	+6.6%	617,225
Wedmont Private Capital	+35,975	+61.4%	94,537
Alesco Advisors, LLC, An ESL Co	+34,174	+7.4%	495,210
CAPTRUST FINANCIAL ADVISORS	+32,072	+102.4%	63,403
LPL Financial LLC	+31,370	+15.3%	236,481
ALTFEST L J & CO INC	+29,560	+46.9%	92,584
GUGGENHEIM CAPITAL LLC	+23,656	+16.5%	167,032
Wealthfront Advisers LLC	+20,942	+47.0%	65,476
Arax Advisory Partners	+19,701	+206.0%	29,266
FMR LLC	+19,619	+4.2%	486,133

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
JANE STREET GROUP, LLC	-115,446	-76.0%	36,481
RWA WEALTH PARTNERS, LLC	-50,426	-22.4%	174,500
Patriot Financial Group Insurance A	-28,369	-48.6%	29,993
NewEdge Wealth, LLC	-20,146	-44.6%	24,989
TIAA-CREF INDIVIDUAL & INSTITUTIONA	-16,911	-1.5%	1,095,918
Conrad Siegel Investment Advisors,	-14,968	-59.9%	10,040
ALLIANCEBERNSTEIN L.P.	-11,492	-10.1%	101,965
James J. Burns & Company, LLC	-10,750	-14.9%	61,526
SATOVSKY ASSET MANAGEMENT LLC	-8,642	-2.8%	305,418
Calamos Wealth Management LLC	-8,535	-51.2%	8,121
HSBC HOLDINGS PLC	-7,072	-2.1%	327,700
MYECFO, LLC	-6,800	-5.7%	112,730
Focus Partners Wealth	-5,990	-12.8%	40,652
Westfuller Advisors, LLC	-5,333	-14.1%	32,358
Klingman & Associates, LLC	-3,865	-1.6%	236,010
Whitegate Investment Counselors, In	-3,856	-4.1%	90,224
Dakota Wealth Management	-3,720	-45.0%	4,555
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	-3,692	-8.2%	41,231
Arrow Financial Corp	-3,245	-3.8%	82,875
Fort Point Capital Partners LLC	-3,144	-42.0%	4,334

NYF Institutional Ownership

Institutional Ownership — NYF

Ownership Trends

Top Institutional Holders (231 total)

Recent Activity

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