$76.68

+0.22 (+0.29%)

Weekly Expected Move ±1.4%

$75 $76 $77 $78 $79

ETF AMEX · AUM $1.5B

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

Institutional Ownership — PWV

202

Institutional Holders

+13 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 (211 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	MORGAN STANLEY	3,694,080	283M	+161,680	+4.6%	33Q	SEC ↗
2	LPL Financial LLC	2,270,178	174M	+230,202	+11.3%	33Q	SEC ↗
3	BANK OF AMERICA CORP /DE	827,805	63M	+6,723	+0.8%	15Q	SEC ↗
4	RAYMOND JAMES FINANCIAL INC	564,589	43M	+24,610	+4.6%	7Q	SEC ↗
5	PNC Financial Services Group, Inc.	492,625	38M	-27,159	-5.2%	15Q	SEC ↗
6	Arkadios Wealth Advisors	461,900	35M	+74,900	+19.4%	27Q	SEC ↗
7	UBS Group AG	448,413	34M	-16,668	-3.6%	33Q	SEC ↗
8	IAG Wealth Partners, LLC	330,061	25M	+7,143	+2.2%	9Q	SEC ↗
9	COMMONWEALTH EQUITY SERVICES, LLC	287,183	22M	-50,207	-14.9%	33Q	SEC ↗
10	Atlas Private Wealth Advisors	246,888	19M	+7,344	+3.1%	17Q	SEC ↗
11	Waverly Advisors, LLC	224,439	17M	+207,927	+1259.2%	10Q	SEC ↗
12	Stratos Investment Management, LLC	221,590	17M	+10,709	+5.1%	5Q	SEC ↗
13	SPWM Advisors LLC	204,744	16M	+28,627	+16.3%	3Q	SEC ↗
14	ENVESTNET ASSET MANAGEMENT INC	196,174	15M	-7,649	-3.8%	33Q	SEC ↗
15	OSAIC HOLDINGS, INC.	163,533	13M	+50,173	+44.3%	26Q	SEC ↗
16	Cullen/Frost Bankers, Inc.	161,665	12M	-1,905	-1.2%	33Q	SEC ↗
17	Kestra Advisory Services, LLC	161,023	12M	-6,033	-3.6%	24Q	SEC ↗
18	WELLS FARGO & COMPANY/MN	159,560	12M	-2,595	-1.6%	33Q	SEC ↗
19	Wharton Business Group, LLC	155,635	12M	—	+0.0%	33Q	SEC ↗
20	Regal Investment Advisors LLC	142,748	11M	+5,598	+4.1%	10Q	SEC ↗
21	ROYAL BANK OF CANADA	128,295	10M	-3,471	-2.6%	33Q	SEC ↗
22	Rockefeller Capital Management L.P.	127,080	10M	+1,070	+0.8%	14Q	SEC ↗
23	Ullmann Wealth Partners Group, LLC	103,489	8M	-60	-0.1%	33Q	SEC ↗
24	CAPTRUST FINANCIAL ADVISORS	102,602	8M	-1,153	-1.1%	14Q	SEC ↗
25	Stonebridge Financial Group, LLC	101,373	8M	-729	-0.7%	7Q	SEC ↗
26	Private Advisor Group, LLC	93,337	7M	-1,636	-1.7%	30Q	SEC ↗
27	Cetera Investment Advisers	86,590	7M	+1,076	+1.3%	23Q	SEC ↗
28	Equitable Holdings, Inc.	84,548	6M	-22,528	-21.0%	27Q	SEC ↗
29	CARY STREET PARTNERS FINANCIAL LLC	72,693	6M	+2,585	+3.7%	3Q	SEC ↗
30	Mill Creek Capital Advisors, LLC	69,013	5M	—	+0.0%	14Q	SEC ↗
31	Pathstone Holdings, LLC NEW	69,013	5M	—	+0.0%	1Q	SEC ↗
32	CAPSTONE WEALTH MANAGEMENT GROUP, LLC	63,358	5M	-4,895	-7.2%	4Q	SEC ↗
33	Rose Capital Advisors LLC NEW	60,314	5M	—	+0.0%	1Q	SEC ↗
34	AGH Wealth Advisors, LLC	54,415	4M	+1,944	+3.7%	7Q	SEC ↗
35	Horizon Family Wealth, Inc.	52,645	4M	+281	+0.5%	19Q	SEC ↗
36	Cooksen Wealth, LLC	51,511	4M	—	+0.0%	11Q	SEC ↗
37	Farther Finance Advisors, LLC	49,624	4M	-319	-0.6%	7Q	SEC ↗
38	JPMORGAN CHASE & CO	48,843	4M	+2,380	+5.1%	19Q	SEC ↗
39	CITIGROUP INC	41,832	3M	+15,676	+59.9%	33Q	SEC ↗
40	TWO SIGMA INVESTMENTS, LP NEW	39,100	3M	—	+0.0%	1Q	SEC ↗
41	Firestone Capital Management	37,363	3M	—	+0.0%	5Q	SEC ↗
42	Parallel Advisors, LLC	35,605	3M	—	+0.0%	33Q	SEC ↗
43	JONES FINANCIAL COMPANIES LLLP	35,524	3M	+16,910	+90.8%	9Q	SEC ↗
44	MERCER GLOBAL ADVISORS INC /ADV	33,131	3M	+14,196	+75.0%	22Q	SEC ↗
45	Baird Financial Group, Inc.	31,742	2M	+13	+0.0%	33Q	SEC ↗
46	Cambridge Investment Research Advisors	28,734	2M	-1,506	-5.0%	33Q	SEC ↗
47	MML INVESTORS SERVICES, LLC	28,583	2M	+3,077	+12.1%	33Q	SEC ↗
48	Spire Wealth Management	27,846	2M	-2,907	-9.5%	22Q	SEC ↗
49	Prosperity Consulting Group, LLC	26,498	2M	—	+0.0%	10Q	SEC ↗
50	NORTHWESTERN MUTUAL WEALTH MANAGEMENT	26,019	2M	+363	+1.4%	33Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
Pathstone Holdings, LLC	69,013	5M
Rose Capital Advisors LLC	60,314	5M
TWO SIGMA INVESTMENTS, LP	39,100	3M
CITADEL ADVISORS LLC	10,380	796K
Hegarty Advisors, LLC	5,448	418K
Redwood Financial Network Corp	4,087	313K
MARSHALL WACE, LLP	3,893	299K
Kovack Advisors, Inc.	3,661	281K
TIAA Wealth Investment Management L	2,967	228K
KLCM Advisors, Inc.	2,862	219K
REGATTA CAPITAL GROUP, LLC	2,793	214K
Savvy Advisors, Inc.	2,763	212K
SILVERLAKE WEALTH MANAGEMENT LLC	2,722	209K
Peak Financial Management, Inc.	2,700	207K
SIMS INVESTMENT MANAGEMENT, LLC	2,655	204K
THOMPSON SIEGEL & WALMSLEY LLC	2,642	203K
Global Retirement Partners, LLC	1,392	107K
Integrated Wealth Concepts LLC	1,349	103K
IFG Advisory, LLC	390	30K
TIAA-CREF INDIVIDUAL & INSTITUTIONA	388	30K

Sold Out (13)

Holder	Prev Shares	Prev Value
Philip James Wealth Mangement, LLC	14,789	1M
GOLDMAN SACHS GROUP INC	9,814	753K
Bedel Financial Consulting, Inc.	8,832	677K
WealthShield Partners, LLC	4,753	364K
Orion Porfolio Solutions, LLC	4,665	358K
Tower Research Capital LLC (TRC)	2,575	197K
MAI Capital Management	1,338	103K
FLAGSHIP HARBOR ADVISORS, LLC	1,291	99K
ADVISORTRUST PARTNERS, LLC	1,125	86K
Frazier Financial Advisors, LLC	694	53K
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	292	22K
Advisory Services Network, LLC	279	21K
Sound Income Strategies, LLC	265	20K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
LPL Financial LLC	+230,202	+11.3%	2,270,178
Waverly Advisors, LLC	+207,927	+1259.2%	224,439
MORGAN STANLEY	+161,680	+4.6%	3,694,080
Arkadios Wealth Advisors	+74,900	+19.4%	461,900
OSAIC HOLDINGS, INC.	+50,173	+44.3%	163,533
SPWM Advisors LLC	+28,627	+16.3%	204,744
RAYMOND JAMES FINANCIAL INC	+24,610	+4.6%	564,589
JONES FINANCIAL COMPANIES LLLP	+16,910	+90.8%	35,524
CITIGROUP INC	+15,676	+59.9%	41,832
MERCER GLOBAL ADVISORS INC /ADV	+14,196	+75.0%	33,131
Stratos Investment Management, LLC	+10,709	+5.1%	221,590
Ameritas Advisory Services, LLC	+8,887	+58.3%	24,130
Creative Planning	+7,835	+73.3%	18,520
Atlas Private Wealth Advisors	+7,344	+3.1%	246,888
IAG Wealth Partners, LLC	+7,143	+2.2%	330,061
BANK OF AMERICA CORP /DE	+6,723	+0.8%	827,805
BlackRock, Inc.	+6,071	+303.6%	8,071
Regal Investment Advisors LLC	+5,598	+4.1%	142,748
Solutions 4 Wealth, Ltd	+4,309	+22.7%	23,299
NewEdge Advisors, LLC	+3,173	+1284.6%	3,420

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
COMMONWEALTH EQUITY SERVICES, LLC	-50,207	-14.9%	287,183
PNC Financial Services Group, Inc.	-27,159	-5.2%	492,625
Independent Advisor Alliance	-25,203	-85.3%	4,349
Equitable Holdings, Inc.	-22,528	-21.0%	84,548
UBS Group AG	-16,668	-3.6%	448,413
SUSQUEHANNA INTERNATIONAL GROUP, LL	-13,867	-63.9%	7,834
ENVESTNET ASSET MANAGEMENT INC	-7,649	-3.8%	196,174
Kestra Advisory Services, LLC	-6,033	-3.6%	161,023
CAPSTONE WEALTH MANAGEMENT GROUP, L	-4,895	-7.2%	63,358
ROYAL BANK OF CANADA	-3,471	-2.6%	128,295
Spire Wealth Management	-2,907	-9.5%	27,846
WELLS FARGO & COMPANY/MN	-2,595	-1.6%	159,560
Cullen/Frost Bankers, Inc.	-1,905	-1.2%	161,665
JNBA Financial Advisors	-1,760	-11.7%	13,332
UBS AM, a distinct business unit of	-1,755	-43.6%	2,269
Private Advisor Group, LLC	-1,636	-1.7%	93,337
Cambridge Investment Research Advis	-1,506	-5.0%	28,734
CAPTRUST FINANCIAL ADVISORS	-1,153	-1.1%	102,602
CPC Advisors, LLC	-973	-5.5%	16,858
Janney Montgomery Scott LLC	-969	-10.0%	8,750

PWV Institutional Ownership

Institutional Ownership — PWV

Ownership Trends

Top Institutional Holders (211 total)

Recent Activity

Sign in to InsiderStreet