$49.87

+0.00 (+0.00%)

Weekly Expected Move ±0.2%

$50 $50 $50 $50 $50

ETF NASDAQ · AUM $300.1M

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

Institutional Ownership — OBIL

Institutional Holders

-1 vs prior quarter

0.0%

Ownership

+0.00pp

185M

Total Invested

New Positions

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (81 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	LPL Financial LLC	1,174,164	$59M	-114,510	-8.9%	14Q	SEC ↗
2	MML INVESTORS SERVICES, LLC	356,852	$18M	+56,645	+18.9%	12Q	SEC ↗
3	MORGAN STANLEY	267,580	$13M	+12,902	+5.1%	10Q	SEC ↗
4	STIFEL FINANCIAL CORP	237,223	$12M	-17,353	-6.8%	13Q	SEC ↗
5	Equitable Holdings, Inc.	177,803	$9M	+10,116	+6.0%	13Q	SEC ↗
6	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	174,973	$9M	+25,576	+17.1%	8Q	SEC ↗
7	ENVESTNET ASSET MANAGEMENT INC	169,833	$8M	+24,500	+16.9%	13Q	SEC ↗
8	RAYMOND JAMES FINANCIAL INC	122,426	$6M	-40,067	-24.7%	7Q	SEC ↗
9	UBS Group AG	101,189	$5M	-13,348	-11.7%	11Q	SEC ↗
10	Sunrise Financial Services, LLC	81,444	$4M	+6,940	+9.3%	2Q	SEC ↗
11	Alpine Bank Wealth Management	75,929	$4M	+5,291	+7.5%	6Q	SEC ↗
12	GOLDMAN SACHS GROUP INC	46,523	$2M	-74,662	-61.6%	6Q	SEC ↗
13	Private Advisor Group, LLC	43,346	$2M	+6,764	+18.5%	11Q	SEC ↗
14	Wealthcare Advisory Partners LLC	40,336	$2M	+4,853	+13.7%	8Q	SEC ↗
15	TRUIST FINANCIAL CORP	39,974	$2M	-5,027	-11.2%	3Q	SEC ↗
16	Heck Capital Advisors, LLC	39,273	$2M	+9,423	+31.6%	7Q	SEC ↗
17	Formidable Asset Management, LLC	38,658	$2M	+254	+0.7%	14Q	SEC ↗
18	Rockefeller Capital Management L.P.	36,665	$2M	-21,711	-37.2%	3Q	SEC ↗
19	Tower Research Capital LLC (TRC) NEW	29,837	$1M	—	+0.0%	1Q	SEC ↗
20	Cetera Investment Advisers	29,652	$1M	+20,202	+213.8%	8Q	SEC ↗
21	Marshall & Sterling Wealth Advisors In	27,152	$1M	+141	+0.5%	7Q	SEC ↗
22	Lido Advisors, LLC	24,959	$1M	-3,482	-12.2%	14Q	SEC ↗
23	KPP Advisory Services LLC	21,273	$1M	—	+0.0%	2Q	SEC ↗
24	COMMONWEALTH EQUITY SERVICES, LLC	20,899	$1M	+133	+0.6%	12Q	SEC ↗
25	JANE STREET GROUP, LLC	19,243	$960K	+12,615	+190.3%	15Q	SEC ↗
26	Main Street Financial Solutions, LLC	19,202	$958K	-16,397	-46.1%	6Q	SEC ↗
27	Curran Financial Partners, LLC	17,768	$886K	-767	-4.1%	9Q	SEC ↗
28	WEALTH ENHANCEMENT ADVISORY SERVICES,	17,558	$876K	-2,969	-14.5%	6Q	SEC ↗
29	Kestra Advisory Services, LLC	16,690	$832K	+30	+0.2%	14Q	SEC ↗
30	Crew Capital Management, Ltd	15,326	$764K	+3,509	+29.7%	6Q	SEC ↗
31	NewEdge Advisors, LLC	14,069	$702K	+126	+0.9%	4Q	SEC ↗
32	Crescent Grove Advisors, LLC	14,055	$701K	—	+0.0%	4Q	SEC ↗
33	Jaffetilchin Investment Partners, LLC	13,400	$668K	-268	-2.0%	3Q	SEC ↗
34	ALONGSIDE, LLC NEW	12,629	$630K	—	+0.0%	1Q	SEC ↗
35	49 WEALTH MANAGEMENT, LLC	12,629	$630K	-228,169	-94.8%	9Q	SEC ↗
36	GTS SECURITIES LLC	12,215	$609K	+4,680	+62.1%	3Q	SEC ↗
37	MGO ONE SEVEN LLC	11,719	$584K	+1,324	+12.7%	2Q	SEC ↗
38	Global View Capital Management LLC	11,501	$573K	-250	-2.1%	7Q	SEC ↗
39	Amplius Wealth Advisors, LLC	11,198	$558K	-2,277	-16.9%	13Q	SEC ↗
40	HighPoint Advisor Group LLC	10,264	$512K	+24	+0.2%	3Q	SEC ↗
41	World Investment Advisors	10,087	$503K	—	+0.0%	5Q	SEC ↗
42	Valtinson Bruner Financial Planning LL	10,019	$500K	+7	+0.1%	8Q	SEC ↗
43	RETIREMENT CAPITAL STRATEGIES	10,010	$499K	-2,105	-17.4%	7Q	SEC ↗
44	Global Retirement Partners, LLC NEW	8,556	$427K	—	+0.0%	1Q	SEC ↗
45	Stratos Wealth Partners, LTD.	8,031	$400K	+2,546	+46.4%	5Q	SEC ↗
46	CITADEL ADVISORS LLC NEW	7,851	$391K	—	+0.0%	1Q	SEC ↗
47	SAX WEALTH ADVISORS, LLC	6,945	$346K	-1,360	-16.4%	6Q	SEC ↗
48	Kingsview Wealth Management, LLC	6,655	$332K	-326	-4.7%	14Q	SEC ↗
49	Cambridge Investment Research Advisors	6,627	$330K	+345	+5.5%	4Q	SEC ↗
50	Janney Montgomery Scott LLC	6,388	$319K	-1,221	-16.0%	12Q	SEC ↗

Recent Activity

New Positions (9)

Holder	Shares	Value
Tower Research Capital LLC (TRC)	29,837	$1M
ALONGSIDE, LLC	12,629	$630K
Global Retirement Partners, LLC	8,556	$427K
CITADEL ADVISORS LLC	7,851	$391K
J.W. COLE ADVISORS, INC.	4,657	$232K
MERCER GLOBAL ADVISORS INC /ADV	1,243	$62K
JONES FINANCIAL COMPANIES LLLP	807	$40K
IFG Advisory, LLC	200	$10K
Financial Gravity Companies, Inc.	144	$7K

Sold Out (13)

Holder	Prev Shares	Prev Value
ACORN FINANCIAL ADVISORY SERVICES I	92,241	$5M
FLOW TRADERS U.S. LLC	78,501	$4M
Independent Advisor Alliance	22,249	$1M
Summit Financial, LLC	10,331	$515K
Mariner, LLC	8,507	$424K
PLANWISER FINANCIAL, LLC	6,691	$334K
PERSPECTIVE WEALTH ADVISORS LLC	6,562	$327K
WealthPlan Investment Management, L	4,993	$249K
Savvy Advisors, Inc.	4,780	$238K
VISION FINANCIAL MARKETS LLC	700	$35K
ROYAL BANK OF CANADA	325	$16K
Advisory Services Network, LLC	1	$0K
Destiny Wealth Partners, LLC	0	$0K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
MML INVESTORS SERVICES, LLC	+56,645	+18.9%	356,852
NATIONS FINANCIAL GROUP INC, /IA/ /	+25,576	+17.1%	174,973
ENVESTNET ASSET MANAGEMENT INC	+24,500	+16.9%	169,833
Cetera Investment Advisers	+20,202	+213.8%	29,652
MORGAN STANLEY	+12,902	+5.1%	267,580
JANE STREET GROUP, LLC	+12,615	+190.3%	19,243
Equitable Holdings, Inc.	+10,116	+6.0%	177,803
Heck Capital Advisors, LLC	+9,423	+31.6%	39,273
Sunrise Financial Services, LLC	+6,940	+9.3%	81,444
Private Advisor Group, LLC	+6,764	+18.5%	43,346
Alpine Bank Wealth Management	+5,291	+7.5%	75,929
Wealthcare Advisory Partners LLC	+4,853	+13.7%	40,336
GTS SECURITIES LLC	+4,680	+62.1%	12,215
Crew Capital Management, Ltd	+3,509	+29.7%	15,326
Stratos Wealth Partners, LTD.	+2,546	+46.4%	8,031
Western Wealth Management, LLC	+2,141	+72.4%	5,097
MGO ONE SEVEN LLC	+1,324	+12.7%	11,719
Cambridge Investment Research Advis	+345	+5.5%	6,627
Formidable Asset Management, LLC	+254	+0.7%	38,658
Marshall & Sterling Wealth Advisors	+141	+0.5%	27,152

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
49 WEALTH MANAGEMENT, LLC	-228,169	-94.8%	12,629
LPL Financial LLC	-114,510	-8.9%	1,174,164
GOLDMAN SACHS GROUP INC	-74,662	-61.6%	46,523
RAYMOND JAMES FINANCIAL INC	-40,067	-24.7%	122,426
Rockefeller Capital Management L.P.	-21,711	-37.2%	36,665
STIFEL FINANCIAL CORP	-17,353	-6.8%	237,223
Main Street Financial Solutions, LL	-16,397	-46.1%	19,202
UBS Group AG	-13,348	-11.7%	101,189
TRUIST FINANCIAL CORP	-5,027	-11.2%	39,974
Lido Advisors, LLC	-3,482	-12.2%	24,959
WEALTH ENHANCEMENT ADVISORY SERVICE	-2,969	-14.5%	17,558
Amplius Wealth Advisors, LLC	-2,277	-16.9%	11,198
RETIREMENT CAPITAL STRATEGIES	-2,105	-17.4%	10,010
SAX WEALTH ADVISORS, LLC	-1,360	-16.4%	6,945
Janney Montgomery Scott LLC	-1,221	-16.0%	6,388
Curran Financial Partners, LLC	-767	-4.1%	17,768
Sigma Planning Corp	-537	-8.5%	5,801
Kingsview Wealth Management, LLC	-326	-4.7%	6,655
Jaffetilchin Investment Partners, L	-268	-2.0%	13,400
Global View Capital Management LLC	-250	-2.1%	11,501

OBIL Institutional Ownership

Institutional Ownership — OBIL

Ownership Trends

Top Institutional Holders (81 total)

Recent Activity

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