POW Institutional Ownership
VistaShares Electrification Supercycle ETF
1W: +3.0%
1M: +7.9%
3M: -6.8%
YTD: +33.2%
$27.08
+0.71 (+2.68%)
Weekly Expected Move ±4.6%
$25
$26
$27
$28
$30
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — POW
23
Institutional Holders
+14 vs prior quarter
0.0%
Ownership
+0.00pp
29M
Total Invested
15
New Positions
5
Increased
3
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (24 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Beaumont Financial Advisors, LLC | 424,682 | 12M | +398,135 | +1499.7% | 3Q | SEC ↗ |
| 2 | WT Wealth Management | 250,880 | 7M | +24,032 | +10.6% | 2Q | SEC ↗ |
| 3 | Balance Wealth Partners LLC NEW | 69,598 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 4 | Ankerstar Wealth, LLC | 52,390 | 1M | +13,778 | +35.7% | 2Q | SEC ↗ |
| 5 | Kestra Advisory Services, LLC NEW | 41,002 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 6 | MATHER GROUP, LLC. NEW | 37,692 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 7 | Delta Investment Management, LLC | 27,752 | 752K | +10,749 | +63.2% | 2Q | SEC ↗ |
| 8 | UPTICK PARTNERS, LLC NEW | 13,744 | 372K | — | +0.0% | 1Q | SEC ↗ |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, NEW | 11,144 | 302K | — | +0.0% | 1Q | SEC ↗ |
| 10 | UBS Group AG | 7,204 | 195K | +5,627 | +356.8% | 3Q | SEC ↗ |
| 11 | Steward Partners Investment Advisory, NEW | 3,600 | 97K | — | +0.0% | 1Q | SEC ↗ |
| 12 | Capital Investment Advisory Services, NEW | 1,578 | 43K | — | +0.0% | 1Q | SEC ↗ |
| 13 | NewEdge Advisors, LLC NEW | 400 | 11K | — | +0.0% | 1Q | SEC ↗ |
| 14 | ROYAL BANK OF CANADA NEW | 375 | 10K | — | +0.0% | 1Q | SEC ↗ |
| 15 | MERCER GLOBAL ADVISORS INC /ADV NEW | 350 | 9K | — | +0.0% | 1Q | SEC ↗ |
| 16 | SIMPLEX TRADING, LLC NEW | 250 | 7K | — | +0.0% | 1Q | SEC ↗ |
| 17 | HOLLENCREST CAPITAL MANAGEMENT NEW | 200 | 5K | — | +0.0% | 1Q | SEC ↗ |
| 18 | MB, LEVIS & ASSOCIATES, LLC NEW | 100 | 3K | — | +0.0% | 1Q | SEC ↗ |
| 19 | Cornerstone Planning Group LLC NEW | 100 | 3K | — | +0.0% | 1Q | SEC ↗ |
| 20 | WOLFF WIESE MAGANA LLC NEW | 78 | 2K | — | +0.0% | 1Q | SEC ↗ |
| 21 | BNP PARIBAS FINANCIAL MARKETS | 0 | 0K | -1 | -100.0% | 1Q | SEC ↗ |
| 22 | KINGSWOOD WEALTH ADVISORS, LLC | 0 | 0K | -10,700 | -100.0% | 1Q | SEC ↗ |
| 23 | CITADEL ADVISORS LLC | 0 | 0K | -13,009 | -100.0% | 1Q | SEC ↗ |
| 24 | JANE STREET GROUP, LLC | 0 | 0K | -99,876 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (15)
| Holder | Shares | Value |
|---|---|---|
| Balance Wealth Partners LLC | 69,598 | 2M |
| Kestra Advisory Services, LLC | 41,002 | 1M |
| MATHER GROUP, LLC. | 37,692 | 1M |
| UPTICK PARTNERS, LLC | 13,744 | 372K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 11,144 | 302K |
| Steward Partners Investment Advisor | 3,600 | 97K |
| Capital Investment Advisory Service | 1,578 | 43K |
| NewEdge Advisors, LLC | 400 | 11K |
| ROYAL BANK OF CANADA | 375 | 10K |
| MERCER GLOBAL ADVISORS INC /ADV | 350 | 9K |
| SIMPLEX TRADING, LLC | 250 | 7K |
| HOLLENCREST CAPITAL MANAGEMENT | 200 | 5K |
| Cornerstone Planning Group LLC | 100 | 3K |
| MB, LEVIS & ASSOCIATES, LLC | 100 | 3K |
| WOLFF WIESE MAGANA LLC | 78 | 2K |
Sold Out (4)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 99,876 | 3M |
| CITADEL ADVISORS LLC | 13,009 | 352K |
| KINGSWOOD WEALTH ADVISORS, LLC | 10,700 | 290K |
| BNP PARIBAS FINANCIAL MARKETS | 1 | 0K |
Biggest Increases (5)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Beaumont Financial Advisors, LLC | +398,135 | +1499.7% | 424,682 |
| WT Wealth Management | +24,032 | +10.6% | 250,880 |
| Ankerstar Wealth, LLC | +13,778 | +35.7% | 52,390 |
| Delta Investment Management, LLC | +10,749 | +63.2% | 27,752 |
| UBS Group AG | +5,627 | +356.8% | 7,204 |
Biggest Decreases (0)
None.