$49.47

-0.01 (-0.01%)

Weekly Expected Move ±0.2%

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ETF AMEX · AUM $17.4B

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

Institutional Ownership — PULS

501

Institutional Holders

+25 vs prior quarter

0.0%

Ownership

+0.00pp

12B

Total Invested

New Positions

240

Increased

157

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (527 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	JPMORGAN CHASE & CO	50,644,264	2.5B	+11,230,240	+28.5%	16Q	SEC ↗
2	PRUDENTIAL FINANCIAL INC	27,206,439	1.3B	+4,758,559	+21.2%	27Q	SEC ↗
3	MORGAN STANLEY	18,679,985	924M	+1,283,200	+7.4%	29Q	SEC ↗
4	LPL Financial LLC	13,981,921	692M	+1,263,476	+9.9%	32Q	SEC ↗
5	BANK OF AMERICA CORP /DE	12,137,761	600M	+657,720	+5.7%	15Q	SEC ↗
6	WELLS FARGO & COMPANY/MN	8,853,495	438M	+1,011,224	+12.9%	30Q	SEC ↗
7	FMR LLC	6,276,578	311M	+1,820,354	+40.8%	13Q	SEC ↗
8	Cetera Investment Advisers	5,839,077	289M	+1,099,992	+23.2%	15Q	SEC ↗
9	RAYMOND JAMES FINANCIAL INC	5,365,982	265M	+258,155	+5.1%	7Q	SEC ↗
10	PNC Financial Services Group, Inc.	5,256,302	260M	+316,651	+6.4%	15Q	SEC ↗
11	UBS Group AG	4,498,032	223M	+122,474	+2.8%	19Q	SEC ↗
12	Kensington Asset Management, LLC	4,407,675	218M	+1,180,897	+36.6%	4Q	SEC ↗
13	JONES FINANCIAL COMPANIES LLLP	4,147,919	205M	+909,856	+28.1%	11Q	SEC ↗
14	Sixth Street Partners Management Compa NEW	4,048,209	200M	—	+0.0%	1Q	SEC ↗
15	CHARLES SCHWAB INVESTMENT MANAGEMENT I	4,048,209	200M	+176,409	+4.6%	7Q	SEC ↗
16	ROYAL BANK OF CANADA	2,605,664	129M	+164,386	+6.7%	33Q	SEC ↗
17	COMMONWEALTH EQUITY SERVICES, LLC	2,291,481	113M	-18,006	-0.8%	30Q	SEC ↗
18	AMERIPRISE FINANCIAL INC	2,178,894	108M	-211,109	-8.8%	11Q	SEC ↗
19	NewEdge Advisors, LLC	2,049,668	101M	+742,333	+56.8%	15Q	SEC ↗
20	OSAIC HOLDINGS, INC.	1,966,178	97M	+347,650	+21.5%	26Q	SEC ↗
21	STIFEL FINANCIAL CORP	1,801,048	89M	-9,090	-0.5%	32Q	SEC ↗
22	Crane Advisory, LLC	1,528,318	76M	-8,902	-0.6%	16Q	SEC ↗
23	MAI Capital Management	1,443,174	71M	-11,597	-0.8%	7Q	SEC ↗
24	NORTHWESTERN MUTUAL WEALTH MANAGEMENT	1,230,140	61M	+105,551	+9.4%	17Q	SEC ↗
25	MML INVESTORS SERVICES, LLC	1,113,486	55M	+372,614	+50.3%	16Q	SEC ↗
26	ENVESTNET ASSET MANAGEMENT INC	1,030,413	51M	+20,655	+2.0%	23Q	SEC ↗
27	Crewe Advisors LLC	847,303	42M	+171,969	+25.5%	9Q	SEC ↗
28	Ameritas Advisory Services, LLC	769,363	38M	+356,275	+86.2%	14Q	SEC ↗
29	Cambridge Investment Research Advisors	768,225	38M	-2,378	-0.3%	28Q	SEC ↗
30	Lakeshore Financial Planning, Inc.	767,769	38M	-1,170	-0.2%	12Q	SEC ↗
31	Peak Planning Group, LLC	749,150	37M	+159,912	+27.1%	6Q	SEC ↗
32	Main Street Group, LTD	738,794	37M	+79,478	+12.1%	11Q	SEC ↗
33	Baird Financial Group, Inc.	731,005	36M	+539,929	+282.6%	31Q	SEC ↗
34	Pine Harbor Wealth Management, LLC	722,615	36M	+37,102	+5.4%	11Q	SEC ↗
35	Valeo Financial Advisors, LLC	675,621	33M	+58,712	+9.5%	4Q	SEC ↗
36	Vickerman Investment Advisors, Inc.	672,130	33M	-13,986	-2.0%	15Q	SEC ↗
37	Blue Water Asset Management	662,688	33M	-21,997	-3.2%	3Q	SEC ↗
38	AMJ Financial Wealth Management	662,171	33M	—	+0.0%	6Q	SEC ↗
39	Navigation Group, LLC	658,086	33M	+72,918	+12.5%	2Q	SEC ↗
40	Janney Montgomery Scott LLC	656,857	32M	+93,250	+16.5%	33Q	SEC ↗
41	Private Advisor Group, LLC	592,404	29M	-348,245	-37.0%	18Q	SEC ↗
42	MBM WEALTH CONSULTANTS, LLC	570,844	28M	+66,907	+13.3%	24Q	SEC ↗
43	MONETA GROUP INVESTMENT ADVISORS LLC	543,289	27M	+53,217	+10.9%	4Q	SEC ↗
44	Disciplina Capital Management LLC	524,130	26M	+74,179	+16.5%	4Q	SEC ↗
45	EP Wealth Advisors, LLC	522,161	26M	-9,588	-1.8%	3Q	SEC ↗
46	IHT Wealth Management, LLC	521,161	26M	-9,189	-1.7%	16Q	SEC ↗
47	Equitable Holdings, Inc.	515,220	25M	+36,742	+7.7%	16Q	SEC ↗
48	Rockefeller Capital Management L.P.	497,420	25M	+140,993	+39.6%	23Q	SEC ↗
49	&PARTNERS	486,353	24M	+74,328	+18.0%	10Q	SEC ↗
50	DIVERSIFY WEALTH MANAGEMENT, LLC	482,731	24M	+91,051	+23.2%	9Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
Sixth Street Partners Management Co	4,048,209	200M
Diversify Advisory Services, LLC	482,731	24M
Northwest Financial Advisors	381,089	19M
PRAIRIE ADVISORY, LLC	318,946	16M
Global Retirement Partners, LLC	225,399	11M
IFG Advisory, LLC	184,834	9M
FIDUCIARY FINANCIAL ADVISORS	129,971	6M
Mayflower Financial Advisors, LLC	115,472	6M
ALONGSIDE, LLC	97,456	5M
49 WEALTH MANAGEMENT, LLC	97,456	5M
Vise Technologies, Inc.	60,973	3M
CIBC Bancorp USA Inc.	56,347	3M
Visionary Wealth Advisors	54,799	3M
Simplicity Wealth,LLC	30,042	1M
Bryant Woods Investment Advisors, L	25,275	1M
AXXCESS WEALTH MANAGEMENT, LLC	23,562	1M
Mills Wealth Advisors LLC	15,625	773K
GTS SECURITIES LLC	12,600	623K
HRT FINANCIAL LP	12,393	613K
Scott Capital Advisors, LLC	12,004	594K

Sold Out (20)

Holder	Prev Shares	Prev Value
LeClair Wealth Partners LLC	684,685	34M
CORE WEALTH ADVISORS, LLC	180,634	9M
Independent Advisor Alliance	166,673	8M
VISTA INVESTMENT PARTNERS LLC	155,635	8M
Tower Research Capital LLC (TRC)	89,439	4M
Midwest Financial Network, LLC	74,205	4M
Tradewinds, LLC.	34,790	2M
Hartford Financial Management Inc.	17,488	865K
Coppell Advisory Solutions LLC	14,577	721K
Realta Investment Advisors	13,217	654K
INTREPID FAMILY OFFICE LLC	12,500	618K
Indivisible Partners	10,700	529K
FRANKLIN RESOURCES INC	7,994	395K
Sequoia Financial Advisors, LLC	7,502	371K
Wealth Advisors of Iowa, LLC	7,445	368K
GWN SECURITIES INC.	6,846	339K
Welch Group, LLC	6,043	299K
Strategic Blueprint, LLC	5,940	294K
Strategic Financial Concepts, LLC	5,754	285K
KPP Advisory Services LLC	5,350	265K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
JPMORGAN CHASE & CO	+11,230,240	+28.5%	50,644,264
PRUDENTIAL FINANCIAL INC	+4,758,559	+21.2%	27,206,439
FMR LLC	+1,820,354	+40.8%	6,276,578
MORGAN STANLEY	+1,283,200	+7.4%	18,679,985
LPL Financial LLC	+1,263,476	+9.9%	13,981,921
Kensington Asset Management, LLC	+1,180,897	+36.6%	4,407,675
Cetera Investment Advisers	+1,099,992	+23.2%	5,839,077
WELLS FARGO & COMPANY/MN	+1,011,224	+12.9%	8,853,495
JONES FINANCIAL COMPANIES LLLP	+909,856	+28.1%	4,147,919
NewEdge Advisors, LLC	+742,333	+56.8%	2,049,668
BANK OF AMERICA CORP /DE	+657,720	+5.7%	12,137,761
Baird Financial Group, Inc.	+539,929	+282.6%	731,005
MML INVESTORS SERVICES, LLC	+372,614	+50.3%	1,113,486
Ameritas Advisory Services, LLC	+356,275	+86.2%	769,363
OSAIC HOLDINGS, INC.	+347,650	+21.5%	1,966,178
PNC Financial Services Group, Inc.	+316,651	+6.4%	5,256,302
RAYMOND JAMES FINANCIAL INC	+258,155	+5.1%	5,365,982
Beaumont Asset Management, L.L.C.	+246,174	+215.3%	360,506
CHARLES SCHWAB INVESTMENT MANAGEMEN	+176,409	+4.6%	4,048,209
TD Capital Management LLC	+175,964	+94.4%	362,454

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
MILESTONE ASSET MANAGEMENT, LLC	-406,111	-98.4%	6,745
Private Advisor Group, LLC	-348,245	-37.0%	592,404
Wealthcare Advisory Partners LLC	-295,807	-74.6%	100,879
BNP PARIBAS FINANCIAL MARKETS	-269,737	-83.2%	54,612
AMERIPRISE FINANCIAL INC	-211,109	-8.8%	2,178,894
Founders Financial Alliance, LLC	-188,121	-97.0%	5,879
Mariner, LLC	-99,067	-77.9%	28,185
Kestra Advisory Services, LLC	-88,724	-23.7%	285,037
Gateway Wealth Partners, LLC	-72,495	-45.0%	88,571
Lido Advisors, LLC	-71,504	-66.7%	35,639
McAdam, LLC	-67,386	-79.9%	16,930
Kingsview Wealth Management, LLC	-66,547	-22.3%	232,306
CORRECT CAPITAL WEALTH MANAGEMENT	-65,189	-34.7%	122,705
TRUIST FINANCIAL CORP	-61,267	-37.5%	102,001
GREAT VALLEY ADVISOR GROUP, INC.	-50,457	-58.7%	35,528
Seed Wealth Management, Inc.	-45,200	-26.6%	124,759
NewEdge Wealth, LLC	-41,542	-16.4%	212,523
Embree Financial Group	-41,183	-8.3%	453,114
SUSQUEHANNA INTERNATIONAL GROUP, LL	-36,029	-66.9%	17,804
Commonwealth Retirement Investments	-34,815	-23.5%	113,351

PULS Institutional Ownership

Institutional Ownership — PULS

Ownership Trends

Top Institutional Holders (527 total)

Recent Activity

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