$67.54

+0.60 (+0.90%)

Weekly Expected Move ±1.1%

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ETF NASDAQ · AUM $1.2B

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

Institutional Ownership — PSC

116

Institutional Holders

+14 vs prior quarter

0.0%

Ownership

+0.00pp

Total Invested

New Positions

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (123 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	PRINCIPAL FINANCIAL GROUP INC	12,910,411	$872M	+361,007	+2.9%	31Q	SEC ↗
2	ENVESTNET ASSET MANAGEMENT INC	2,636,708	$178M	-97,605	-3.6%	11Q	SEC ↗
3	PRINCIPAL SECURITIES, INC.	2,457,408	$166M	-78,914	-3.1%	11Q	SEC ↗
4	AMERIPRISE FINANCIAL INC	2,376,463	$161M	+164,281	+7.4%	4Q	SEC ↗
5	RAYMOND JAMES FINANCIAL INC	1,911,612	$129M	+510,476	+36.4%	7Q	SEC ↗
6	MORGAN STANLEY	1,846,817	$125M	+155,568	+9.2%	32Q	SEC ↗
7	WELLS FARGO & COMPANY/MN	1,384,462	$94M	+33,430	+2.5%	29Q	SEC ↗
8	LPL Financial LLC	1,202,550	$81M	+126,231	+11.7%	31Q	SEC ↗
9	WEALTH ENHANCEMENT ADVISORY SERVICES,	483,654	$33M	+49,785	+11.5%	11Q	SEC ↗
10	ROYAL BANK OF CANADA	354,175	$24M	-52,569	-12.9%	18Q	SEC ↗
11	CIBC Bancorp USA Inc. NEW	296,591	$20M	—	+0.0%	1Q	SEC ↗
12	Bank of New York Mellon Corp NEW	275,591	$19M	—	+0.0%	1Q	SEC ↗
13	TRUIST FINANCIAL CORP	259,009	$17M	-79,533	-23.5%	5Q	SEC ↗
14	Veracity Capital LLC	243,029	$16M	+4,532	+1.9%	3Q	SEC ↗
15	NORTHWESTERN MUTUAL WEALTH MANAGEMENT	235,305	$16M	-17,540	-6.9%	5Q	SEC ↗
16	Hudson Capital Management LLC	193,743	$13M	-2,971	-1.5%	5Q	SEC ↗
17	STIFEL FINANCIAL CORP	182,101	$12M	+2,725	+1.5%	7Q	SEC ↗
18	COMMONWEALTH EQUITY SERVICES, LLC	178,518	$12M	-15,671	-8.1%	10Q	SEC ↗
19	PSI Advisors, LLC	152,856	$10M	+2,295	+1.5%	5Q	SEC ↗
20	First Heartland Consultants, Inc. NEW	150,760	$10M	—	+0.0%	1Q	SEC ↗
21	OSAIC HOLDINGS, INC.	147,039	$10M	+24,771	+20.3%	21Q	SEC ↗
22	RFG - Bristol Wealth Advisors, LLC	142,694	$10M	+2,966	+2.1%	4Q	SEC ↗
23	&PARTNERS	134,933	$9M	-8,394	-5.9%	9Q	SEC ↗
24	Rockefeller Capital Management L.P.	130,331	$9M	+424	+0.3%	4Q	SEC ↗
25	JPMORGAN CHASE & CO	97,789	$7M	-1,685	-1.7%	2Q	SEC ↗
26	SAGESPRING WEALTH PARTNERS, LLC	97,136	$7M	-4,918	-4.8%	2Q	SEC ↗
27	Henderson Brothers Financial Partners,	86,361	$6M	-84,111	-49.3%	2Q	SEC ↗
28	FLYNN ZITO CAPITAL MANAGEMENT, LLC	75,022	$5M	+26,689	+55.2%	2Q	SEC ↗
29	Wealth Advisors of Tampa Bay, LLC	73,598	$5M	-686	-0.9%	4Q	SEC ↗
30	Kestra Advisory Services, LLC	71,456	$5M	+3,881	+5.7%	6Q	SEC ↗
31	Advisory Services Network, LLC	67,791	$5M	-254	-0.4%	4Q	SEC ↗
32	Greenwich Wealth Management LLC	66,133	$4M	-351	-0.5%	6Q	SEC ↗
33	BANK OF AMERICA CORP /DE NEW	65,847	$4M	—	+0.0%	1Q	SEC ↗
34	Arete Wealth Advisors, LLC	62,934	$4M	-2,159	-3.3%	8Q	SEC ↗
35	Legacy CG, LLC NEW	59,520	$4M	—	+0.0%	1Q	SEC ↗
36	360 Financial, Inc.	51,185	$3M	-1,686	-3.2%	3Q	SEC ↗
37	Global Retirement Partners, LLC NEW	50,281	$3M	—	+0.0%	1Q	SEC ↗
38	DEFINED WEALTH MANAGEMENT, LLC NEW	48,043	$3M	—	+0.0%	1Q	SEC ↗
39	NewEdge Advisors, LLC	47,623	$3M	+12,439	+35.4%	6Q	SEC ↗
40	Private Advisor Group, LLC	46,041	$3M	+9,336	+25.4%	7Q	SEC ↗
41	Turning Point Benefit Group, Inc.	44,046	$3M	+31,530	+251.9%	4Q	SEC ↗
42	Walleye Partners, LLC	42,336	$3M	+21,969	+107.9%	2Q	SEC ↗
43	FLOW TRADERS U.S. LLC NEW	39,538	$3M	—	+0.0%	1Q	SEC ↗
44	Northwest Wealth Advisors, LLC	38,530	$3M	+869	+2.3%	3Q	SEC ↗
45	CREATIVE FINANCIAL DESIGNS INC /ADV	38,052	$3M	+2,796	+7.9%	4Q	SEC ↗
46	CITADEL ADVISORS LLC	36,690	$2M	-7,172	-16.4%	3Q	SEC ↗
47	Integrity Financial Corp /WA	36,031	$2M	+3,186	+9.7%	5Q	SEC ↗
48	WealthCare Investment Partners, LLC	33,237	$2M	+5,208	+18.6%	4Q	SEC ↗
49	Capital Investment Advisory Services,	28,724	$2M	+770	+2.8%	9Q	SEC ↗
50	MML INVESTORS SERVICES, LLC	27,178	$2M	+4,870	+21.8%	5Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
CIBC Bancorp USA Inc.	296,591	$20M
Bank of New York Mellon Corp	275,591	$19M
First Heartland Consultants, Inc.	150,760	$10M
BANK OF AMERICA CORP /DE	65,847	$4M
Legacy CG, LLC	59,520	$4M
Global Retirement Partners, LLC	50,281	$3M
DEFINED WEALTH MANAGEMENT, LLC	48,043	$3M
FLOW TRADERS U.S. LLC	39,538	$3M
LaSalle St. Investment Advisors, LL	14,346	$969K
JANE STREET GROUP, LLC	14,005	$946K
SFG Wealth Management, LLC.	7,893	$533K
Ameritas Advisory Services, LLC	7,454	$503K
GREENWOOD GEARHART LLC	7,281	$492K
GTS SECURITIES LLC	6,791	$459K
XTX Topco Ltd	5,397	$365K
Welch Financial Planning, LLC	4,614	$312K
Carlton Hofferkamp & Jenks Wealth M	4,549	$307K
KINGSWOOD WEALTH ADVISORS, LLC	3,913	$264K
MARATHON CAPITAL MANAGEMENT	3,219	$217K
FreeGulliver LLC	3,121	$211K

Sold Out (17)

Holder	Prev Shares	Prev Value
HRT FINANCIAL LP	90,809	$6M
SUSQUEHANNA INTERNATIONAL GROUP, LL	87,836	$6M
Thrivent Financial for Lutherans	63,432	$4M
Kraft, Davis & Associates, LLC	36,007	$2M
GOLDMAN SACHS GROUP INC	31,783	$2M
GTS FINANCIAL, LLC	31,511	$2M
KPP Advisory Services LLC	11,234	$759K
Mariner, LLC	4,677	$316K
Parallel Advisors, LLC	225	$15K
Russell Investments Group, Ltd.	114	$8K
Arax Advisory Partners	101	$7K
VANGUARD ADVISERS INC	48	$3K
CVA Family Office, LLC	41	$3K
AE Wealth Management LLC	13	$1K
Western Wealth Management, LLC	12	$1K
MCGUIRE CAPITAL ADVISORS INC	8	$1K
Global Wealth Strategies & Associat	2	$0K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
RAYMOND JAMES FINANCIAL INC	+510,476	+36.4%	1,911,612
PRINCIPAL FINANCIAL GROUP INC	+361,007	+2.9%	12,910,411
AMERIPRISE FINANCIAL INC	+164,281	+7.4%	2,376,463
MORGAN STANLEY	+155,568	+9.2%	1,846,817
LPL Financial LLC	+126,231	+11.7%	1,202,550
WEALTH ENHANCEMENT ADVISORY SERVICE	+49,785	+11.5%	483,654
WELLS FARGO & COMPANY/MN	+33,430	+2.5%	1,384,462
Turning Point Benefit Group, Inc.	+31,530	+251.9%	44,046
FLYNN ZITO CAPITAL MANAGEMENT, LLC	+26,689	+55.2%	75,022
OSAIC HOLDINGS, INC.	+24,771	+20.3%	147,039
Walleye Partners, LLC	+21,969	+107.9%	42,336
NewEdge Advisors, LLC	+12,439	+35.4%	47,623
Private Advisor Group, LLC	+9,336	+25.4%	46,041
Venture Visionary Partners LLC	+5,709	+32.0%	23,575
Round Rock Advisors LLC	+5,454	+25.4%	26,946
WealthCare Investment Partners, LLC	+5,208	+18.6%	33,237
MML INVESTORS SERVICES, LLC	+4,870	+21.8%	27,178
Veracity Capital LLC	+4,532	+1.9%	243,029
Kestra Advisory Services, LLC	+3,881	+5.7%	71,456
Janney Montgomery Scott LLC	+3,375	+20.2%	20,072

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
ENVESTNET ASSET MANAGEMENT INC	-97,605	-3.6%	2,636,708
Henderson Brothers Financial Partne	-84,111	-49.3%	86,361
TRUIST FINANCIAL CORP	-79,533	-23.5%	259,009
PRINCIPAL SECURITIES, INC.	-78,914	-3.1%	2,457,408
GREAT VALLEY ADVISOR GROUP, INC.	-74,327	-93.2%	5,412
ROYAL BANK OF CANADA	-52,569	-12.9%	354,175
NORTHWESTERN MUTUAL WEALTH MANAGEME	-17,540	-6.9%	235,305
COMMONWEALTH EQUITY SERVICES, LLC	-15,671	-8.1%	178,518
&PARTNERS	-8,394	-5.9%	134,933
CITADEL ADVISORS LLC	-7,172	-16.4%	36,690
SAGESPRING WEALTH PARTNERS, LLC	-4,918	-4.8%	97,136
Brookwood Investment Group LLC	-4,035	-16.8%	20,034
Hudson Capital Management LLC	-2,971	-1.5%	193,743
Arete Wealth Advisors, LLC	-2,159	-3.3%	62,934
Stonebridge Financial Group, LLC /	-1,767	-16.9%	8,715
360 Financial, Inc.	-1,686	-3.2%	51,185
JPMORGAN CHASE & CO	-1,685	-1.7%	97,789
Sigma Planning Corp	-1,011	-4.5%	21,508
Wealth Advisors of Tampa Bay, LLC	-686	-0.9%	73,598
Gilliland Jeter Wealth Management L	-447	-4.8%	8,831

PSC Institutional Ownership

Institutional Ownership — PSC

Ownership Trends

Top Institutional Holders (123 total)

Recent Activity

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