PAVE Institutional Ownership
Global X - U.S. Infrastructure Development ETF
1W: +0.8%
1M: -0.7%
3M: -6.8%
YTD: +10.3%
1Y: +13.2%
3Y: +80.0%
5Y: +112.6%
$53.88
+0.84 (+1.58%)
Weekly Expected Move ±2.1%
$52
$53
$54
$55
$56
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — PAVE
859
Institutional Holders
+81 vs prior quarter
0.0%
Ownership
+0.00pp
10B
Total Invested
133
New Positions
333
Increased
223
Reduced
38
Closed
0.40
Put/Call Ratio
Ownership Trends
Top Institutional Holders (896 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 25,173,381 | 1.4B | -326,058 | -1.3% | 15Q | SEC ↗ |
| 2 | BANK OF MONTREAL /CAN | 24,488,508 | 1.3B | +278,739 | +1.2% | 22Q | SEC ↗ |
| 3 | MORGAN STANLEY | 11,645,278 | 627M | +984,538 | +9.2% | 36Q | SEC ↗ |
| 4 | LPL Financial LLC | 9,616,218 | 518M | +940,837 | +10.8% | 35Q | SEC ↗ |
| 5 | Harel Insurance Investments & Financia | 8,938,139 | 482M | — | +0.0% | 20Q | SEC ↗ |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 5,089,117 | 274M | +1,001,544 | +24.5% | 25Q | SEC ↗ |
| 7 | JPMORGAN CHASE & CO | 4,495,049 | 242M | -1,915,629 | -29.9% | 23Q | SEC ↗ |
| 8 | CIBC Bancorp USA Inc. | 4,214,610 | 227M | +278,717 | +7.1% | 2Q | SEC ↗ |
| 9 | WELLS FARGO & COMPANY/MN | 3,597,436 | 194M | +308,957 | +9.4% | 27Q | SEC ↗ |
| 10 | Focus Partners Wealth | 3,061,202 | 165M | +2,470,824 | +418.5% | 11Q | SEC ↗ |
| 11 | MEITAV INVESTMENT HOUSE LTD | 2,832,025 | 153M | +1,611,000 | +131.9% | 24Q | SEC ↗ |
| 12 | RiverFront Investment Group, LLC | 2,722,598 | 147M | +1,096,642 | +67.4% | 8Q | SEC ↗ |
| 13 | UBS Group AG | 2,365,466 | 127M | -96,770 | -3.9% | 34Q | SEC ↗ |
| 14 | PRINCIPAL FINANCIAL GROUP INC | 2,326,475 | 125M | +759,000 | +48.4% | 10Q | SEC ↗ |
| 15 | OSAIC HOLDINGS, INC. | 2,228,495 | 120M | +227,929 | +11.4% | 26Q | SEC ↗ |
| 16 | ROYAL BANK OF CANADA | 1,969,091 | 106M | +358,435 | +22.3% | 37Q | SEC ↗ |
| 17 | WADDELL & ASSOCIATES, LLC | 1,964,140 | 106M | -4,326 | -0.2% | 5Q | SEC ↗ |
| 18 | Clal Insurance Enterprises Holdings Lt | 1,871,750 | 101M | — | +0.0% | 9Q | SEC ↗ |
| 19 | RAYMOND JAMES FINANCIAL INC | 1,861,776 | 100M | +325,331 | +21.2% | 7Q | SEC ↗ |
| 20 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 1,856,098 | 100M | +118,138 | +6.8% | 23Q | SEC ↗ |
| 21 | Moss Adams Wealth Advisors LLC | 1,847,570 | 100M | +30,612 | +1.7% | 10Q | SEC ↗ |
| 22 | Cetera Investment Advisers | 1,699,405 | 92M | +401,860 | +31.0% | 22Q | SEC ↗ |
| 23 | Kestra Investment Management, LLC | 1,646,301 | 89M | -1,049,025 | -38.9% | 3Q | SEC ↗ |
| 24 | AMERIPRISE FINANCIAL INC | 1,406,849 | 76M | +204,070 | +17.0% | 16Q | SEC ↗ |
| 25 | AXXCESS WEALTH MANAGEMENT, LLC | 1,058,974 | 57M | +40,665 | +4.0% | 19Q | SEC ↗ |
| 26 | Capital Asset Advisory Services LLC | 1,028,101 | 55M | +44,143 | +4.5% | 21Q | SEC ↗ |
| 27 | Kestra Advisory Services, LLC | 1,023,893 | 55M | +147,897 | +16.9% | 23Q | SEC ↗ |
| 28 | COMMONWEALTH EQUITY SERVICES, LLC | 1,006,445 | 54M | -9,038 | -0.9% | 35Q | SEC ↗ |
| 29 | EVERGREEN CAPITAL MANAGEMENT LLC | 918,222 | 49M | +41,396 | +4.7% | 7Q | SEC ↗ |
| 30 | Treasurer of the State of North Caroli NEW | 904,346 | 49M | — | +0.0% | 1Q | SEC ↗ |
| 31 | Mariner, LLC | 878,989 | 47M | -32,568 | -3.6% | 26Q | SEC ↗ |
| 32 | HighTower Advisors, LLC | 871,355 | 47M | +34,205 | +4.1% | 23Q | SEC ↗ |
| 33 | MML INVESTORS SERVICES, LLC | 844,313 | 45M | +178,874 | +26.9% | 23Q | SEC ↗ |
| 34 | VAN ECK ASSOCIATES CORP | 782,638 | 42M | -711,194 | -47.6% | 15Q | SEC ↗ |
| 35 | First Interstate Bank | 755,645 | 41M | -7,742 | -1.0% | 10Q | SEC ↗ |
| 36 | EP Wealth Advisors, LLC | 743,811 | 40M | -124 | -0.0% | 3Q | SEC ↗ |
| 37 | Composition Wealth, LLC NEW | 728,078 | 39M | — | +0.0% | 1Q | SEC ↗ |
| 38 | Mirae Asset Global Investments Co., Lt | 703,288 | 38M | +212,336 | +43.2% | 12Q | SEC ↗ |
| 39 | Kranot Hishtalmut Le Morim Ve Gananot | 647,770 | 35M | — | +0.0% | 17Q | SEC ↗ |
| 40 | Destination Wealth Management | 621,076 | 33M | -9,578 | -1.5% | 19Q | SEC ↗ |
| 41 | Evolution Wealth Advisors, LLC | 609,894 | 33M | +3,872 | +0.6% | 24Q | SEC ↗ |
| 42 | Pacific Life Fund Advisors LLC NEW | 594,414 | 32M | — | +0.0% | 1Q | SEC ↗ |
| 43 | GREAT VALLEY ADVISOR GROUP, INC. | 577,813 | 31M | +9,942 | +1.8% | 22Q | SEC ↗ |
| 44 | Cooper Financial Group | 576,388 | 31M | +24,981 | +4.5% | 11Q | SEC ↗ |
| 45 | Rockefeller Capital Management L.P. | 570,265 | 31M | +25,671 | +4.7% | 23Q | SEC ↗ |
| 46 | Cambridge Investment Research Advisors | 540,666 | 29M | +60,882 | +12.7% | 21Q | SEC ↗ |
| 47 | STIFEL FINANCIAL CORP | 501,911 | 27M | +139,716 | +38.6% | 25Q | SEC ↗ |
| 48 | Steward Partners Investment Advisory, | 493,294 | 27M | +159,869 | +47.9% | 29Q | SEC ↗ |
| 49 | Ameritas Advisory Services, LLC | 472,633 | 25M | +122,099 | +34.8% | 19Q | SEC ↗ |
| 50 | Janney Montgomery Scott LLC | 470,344 | 25M | +89,763 | +23.6% | 25Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Treasurer of the State of North Car | 904,346 | 49M |
| Composition Wealth, LLC | 728,078 | 39M |
| Pacific Life Fund Advisors LLC | 594,414 | 32M |
| Rockport Wealth LLC | 367,703 | 20M |
| Tidal Investments LLC | 312,551 | 17M |
| San Luis Wealth Advisors LLC | 123,193 | 7M |
| TENET WEALTH PARTNERS, LLC | 103,461 | 6M |
| Analyst IMS Investment Management S | 88,770 | 5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Lt | 71,536 | 4M |
| INSIGNEO ADVISORY SERVICES, LLC | 70,524 | 4M |
| BIP Wealth, LLC | 64,378 | 3M |
| Measured Wealth Private Client Grou | 52,983 | 3M |
| GPM Growth Investors, Inc. | 52,312 | 3M |
| McCollum Christoferson Group LLC | 52,120 | 3M |
| Diversify Advisory Services, LLC | 51,086 | 3M |
| Maridea Wealth Management LLC | 46,500 | 3M |
| Veridan Wealth LLC | 40,879 | 2M |
| Foundations Investment Advisors, LL | 38,802 | 2M |
| Ciovacco Capital Management LLC | 36,178 | 2M |
| Empowered Funds, LLC | 35,503 | 2M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Deane Retirement Strategies, Inc. | 99,448 | 5M |
| FLOW TRADERS U.S. LLC | 65,343 | 4M |
| EVOKE WEALTH, LLC | 60,779 | 3M |
| Game Plan Financial Advisors, LLC | 55,250 | 3M |
| Balyasny Asset Management L.P. | 53,800 | 3M |
| AAFMAA Wealth Management & Trust LL | 43,219 | 2M |
| Investor's Fiduciary Advisor Networ | 36,610 | 2M |
| Ascentis Independent Advisors | 36,593 | 2M |
| D. E. Shaw & Co., Inc. | 26,310 | 1M |
| Breachway Investments LLC | 25,969 | 1M |
| Qube Research & Technologies Ltd | 13,213 | 712K |
| Secure Asset Management, LLC | 12,050 | 649K |
| MGO Private Wealth, LLC | 9,443 | 509K |
| Flaharty Asset Management, LLC | 7,385 | 398K |
| LWM Advisory Services, LLC | 7,249 | 391K |
| Milestones Private Investment Advis | 6,096 | 328K |
| Patriot Financial Group Insurance A | 6,028 | 325K |
| Oakmont Investment Advisors, Inc. | 5,480 | 295K |
| Madrid Wealth Management, LLC | 5,332 | 287K |
| Advisor OS, LLC | 5,115 | 276K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Focus Partners Wealth | +2,470,824 | +418.5% | 3,061,202 |
| MEITAV INVESTMENT HOUSE LTD | +1,611,000 | +131.9% | 2,832,025 |
| RiverFront Investment Group, LLC | +1,096,642 | +67.4% | 2,722,598 |
| ENVESTNET ASSET MANAGEMENT INC | +1,001,544 | +24.5% | 5,089,117 |
| MORGAN STANLEY | +984,538 | +9.2% | 11,645,278 |
| LPL Financial LLC | +940,837 | +10.8% | 9,616,218 |
| PRINCIPAL FINANCIAL GROUP INC | +759,000 | +48.4% | 2,326,475 |
| Cetera Investment Advisers | +401,860 | +31.0% | 1,699,405 |
| ROYAL BANK OF CANADA | +358,435 | +22.3% | 1,969,091 |
| RAYMOND JAMES FINANCIAL INC | +325,331 | +21.2% | 1,861,776 |
| WELLS FARGO & COMPANY/MN | +308,957 | +9.4% | 3,597,436 |
| BANK OF MONTREAL /CAN | +278,739 | +1.2% | 24,488,508 |
| CIBC Bancorp USA Inc. | +278,717 | +7.1% | 4,214,610 |
| OSAIC HOLDINGS, INC. | +227,929 | +11.4% | 2,228,495 |
| Mirae Asset Global Investments Co., | +212,336 | +43.2% | 703,288 |
| AMERIPRISE FINANCIAL INC | +204,070 | +17.0% | 1,406,849 |
| MML INVESTORS SERVICES, LLC | +178,874 | +26.9% | 844,313 |
| Steward Partners Investment Advisor | +159,869 | +47.9% | 493,294 |
| Kestra Advisory Services, LLC | +147,897 | +16.9% | 1,023,893 |
| Equitable Holdings, Inc. | +144,563 | +47.5% | 449,071 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JPMORGAN CHASE & CO | -1,915,629 | -29.9% | 4,495,049 |
| Kestra Investment Management, LLC | -1,049,025 | -38.9% | 1,646,301 |
| VAN ECK ASSOCIATES CORP | -711,194 | -47.6% | 782,638 |
| BANK OF AMERICA CORP /DE | -326,058 | -1.3% | 25,173,381 |
| Eagle Strategies LLC | -153,436 | -39.0% | 239,684 |
| MERCER GLOBAL ADVISORS INC /ADV | -138,270 | -43.3% | 181,068 |
| UBS Group AG | -96,770 | -3.9% | 2,365,466 |
| Private Advisor Group, LLC | -59,567 | -15.7% | 320,363 |
| Thrivent Financial for Lutherans | -55,393 | -12.6% | 385,411 |
| WCG Wealth Advisors LLC | -50,528 | -27.8% | 131,020 |
| Mariner, LLC | -32,568 | -3.6% | 878,989 |
| Orion Porfolio Solutions, LLC | -27,419 | -67.0% | 13,480 |
| Tower Research Capital LLC (TRC) | -27,245 | -100.0% | 2 |
| Y-Intercept (Hong Kong) Ltd | -22,784 | -81.2% | 5,269 |
| Banque Transatlantique SA | -21,515 | -22.9% | 72,530 |
| IHT Wealth Management, LLC | -20,274 | -11.0% | 164,041 |
| JANE STREET GROUP, LLC | -19,762 | -76.4% | 6,104 |
| Independent Advisor Alliance | -19,754 | -76.5% | 6,063 |
| JMAC ENTERPRISES LLC | -18,407 | -8.7% | 192,070 |
| Robertson Stephens Wealth Managemen | -16,855 | -6.5% | 244,424 |