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PIFI Institutional Ownership

ClearShares Piton Intermediate Fixed Income ETF
1W: -0.6% 1M: -2.2% 3M: -3.0% YTD: -4.3% 1Y: -4.4% 3Y: +8.0% 5Y: +0.0%
$90.80
-0.16 (-0.17%)
 
Weekly Expected Move ±0.7%
$89 $90 $91 $91 $92
ETF AMEX · AUM $96.0M

Institutional Ownership — PIFI

12
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
97M
Total Invested
2
New Positions
6
Increased
2
Reduced
1
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (13 total)

# Holder Shares Value Change Change % Holding Period Filing
1 U.S. Capital Wealth Advisors, LLC 1,007,609 $91M -4,725 -0.5% 19Q SEC ↗
2 Arax Advisory Partners NEW 984,286 $89M — +0.0% 1Q SEC ↗
3 Apollon Wealth Management, LLC 11,830 $1M — +0.0% 7Q SEC ↗
4 Retirement Planning Group, LLC 11,362 $1M +4,625 +68.7% 2Q SEC ↗
5 SUSQUEHANNA INTERNATIONAL GROUP, LLP 10,692 $971K +3,688 +52.7% 12Q SEC ↗
6 CITADEL ADVISORS LLC 10,074 $915K +3,982 +65.4% 9Q SEC ↗
7 LPL Financial LLC 5,281 $479K +594 +12.7% 2Q SEC ↗
8 Colonial Trust Advisors 1,196 $109K +10 +0.8% 4Q SEC ↗
9 JPMORGAN CHASE & CO 225 $20K +149 +196.1% 12Q SEC ↗
10 UBS Group AG 218 $20K -493 -69.3% 3Q SEC ↗
11 OSAIC HOLDINGS, INC. NEW 82 $7K — +0.0% 1Q SEC ↗
12 MORGAN STANLEY 1 $0K — +0.0% 6Q SEC ↗
13 JANE STREET GROUP, LLC 0 $0K -16,468 -100.0% 22Q SEC ↗

Recent Activity

New Positions (2)
HolderSharesValue
Arax Advisory Partners 984,286 $89M
OSAIC HOLDINGS, INC. 82 $7K
Sold Out (1)
HolderPrev SharesPrev Value
JANE STREET GROUP, LLC 16,468 $1M
Biggest Increases (6)
HolderAddedChange %Total Shares
Retirement Planning Group, LLC +4,625 +68.7% 11,362
CITADEL ADVISORS LLC +3,982 +65.4% 10,074
SUSQUEHANNA INTERNATIONAL GROUP, LL +3,688 +52.7% 10,692
LPL Financial LLC +594 +12.7% 5,281
JPMORGAN CHASE & CO +149 +196.1% 225
Colonial Trust Advisors +10 +0.8% 1,196
Biggest Decreases (2)
HolderReducedChange %Total Shares
U.S. Capital Wealth Advisors, LLC -4,725 -0.5% 1,007,609
UBS Group AG -493 -69.3% 218

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