$36.43

+0.18 (+0.49%)

Weekly Expected Move ±1.4%

$35 $36 $36 $37 $37

ETF AMEX · AUM $546.4M

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

Institutional Ownership — QFLR

123

Institutional Holders

+0 vs prior quarter

0.0%

Ownership

+0.00pp

389M

Total Invested

New Positions

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (131 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	LPL Financial LLC	1,618,281	59M	+81,466	+5.3%	9Q	SEC ↗
2	COFG Advisors, LLC	779,910	28M	+2,351	+0.3%	3Q	SEC ↗
3	COMMONWEALTH EQUITY SERVICES, LLC	591,363	22M	+69,402	+13.3%	9Q	SEC ↗
4	ENVESTNET ASSET MANAGEMENT INC	588,306	21M	+295,679	+101.0%	10Q	SEC ↗
5	VanWeelden Wealth Management, LLC	468,773	17M	+297,056	+173.0%	2Q	SEC ↗
6	Liberty Atlantic Advisors LLC	466,984	17M	+27,544	+6.3%	3Q	SEC ↗
7	AE Wealth Management LLC	403,431	15M	+3,702	+0.9%	10Q	SEC ↗
8	OSAIC HOLDINGS, INC.	385,161	14M	+81,896	+27.0%	10Q	SEC ↗
9	Cetera Investment Advisers	339,507	12M	+26,190	+8.4%	8Q	SEC ↗
10	ATX Financial Planning, LLC	306,223	11M	-5,909	-1.9%	3Q	SEC ↗
11	Simplicity Wealth,LLC	277,136	10M	-2,830	-1.0%	6Q	SEC ↗
12	Pinnacle Wealth Management Group, Inc.	253,635	9M	+3,058	+1.2%	10Q	SEC ↗
13	Chicago Partners Investment Group LLC	216,201	8M	-18,228	-7.8%	10Q	SEC ↗
14	Snowden Capital Advisors LLC	207,157	8M	+14,925	+7.8%	3Q	SEC ↗
15	Farther Finance Advisors, LLC	192,601	7M	+6,552	+3.5%	8Q	SEC ↗
16	HFG Wealth Management, LLC	177,791	6M	-227,567	-56.1%	6Q	SEC ↗
17	Holos Integrated Wealth LLC	167,106	6M	+10,125	+6.4%	7Q	SEC ↗
18	CCG WEALTH MANAGEMENT, LLC	162,537	6M	-203	-0.1%	3Q	SEC ↗
19	MML INVESTORS SERVICES, LLC	157,853	6M	+1,872	+1.2%	3Q	SEC ↗
20	Triumph Capital Management	144,096	5M	+6,489	+4.7%	9Q	SEC ↗
21	Clearstead Advisors, LLC	135,888	5M	+518	+0.4%	6Q	SEC ↗
22	Brookstone Capital Management	134,748	5M	+90,282	+203.0%	10Q	SEC ↗
23	INDEPENDENT FINANCIAL GROUP, LLC	117,797	4M	-4,321	-3.5%	4Q	SEC ↗
24	WEALTH ENHANCEMENT ADVISORY SERVICES,	112,313	4M	+9,052	+8.8%	7Q	SEC ↗
25	Outlook Wealth Advisors, LLC	106,513	4M	+3,301	+3.2%	9Q	SEC ↗
26	Delta Investment Management, LLC	105,096	4M	+14,080	+15.5%	9Q	SEC ↗
27	Kestra Advisory Services, LLC	104,432	4M	-50,497	-32.6%	8Q	SEC ↗
28	WINNACLE WEALTH LLC	98,090	4M	-1,012	-1.0%	4Q	SEC ↗
29	Southland Equity Partners LLC	93,918	3M	+1,298	+1.4%	9Q	SEC ↗
30	NewEdge Advisors, LLC	82,437	3M	+16,499	+25.0%	8Q	SEC ↗
31	GWN SECURITIES INC.	77,396	3M	+15,546	+25.1%	6Q	SEC ↗
32	Diligent Investors, LLC	74,329	3M	-464	-0.6%	10Q	SEC ↗
33	Advisor OS, LLC	68,755	3M	—	+0.0%	2Q	SEC ↗
34	COMPASS CAPITAL CORP /MA/ /ADV	68,580	2M	+1,860	+2.8%	3Q	SEC ↗
35	Worth Financial Advisory Group, LLC NEW	68,350	2M	—	+0.0%	1Q	SEC ↗
36	IHT Wealth Management, LLC	67,148	2M	-33,802	-33.5%	9Q	SEC ↗
37	October Effect Ltd	66,340	2M	-600	-0.9%	5Q	SEC ↗
38	YARGER WEALTH STRATEGIES, LLC	63,629	2M	+39,007	+158.4%	6Q	SEC ↗
39	Rockefeller Capital Management L.P.	62,586	2M	+3,559	+6.0%	3Q	SEC ↗
40	Cambridge Investment Research Advisors	62,073	2M	-838	-1.3%	10Q	SEC ↗
41	Rothschild Wealth LLC	54,927	2M	-1,396	-2.5%	6Q	SEC ↗
42	Equitable Holdings, Inc.	49,072	2M	+22,993	+88.2%	7Q	SEC ↗
43	Signal Advisors Wealth, LLC	47,552	2M	+8,083	+20.5%	8Q	SEC ↗
44	JANE STREET GROUP, LLC	45,010	2M	+20,850	+86.3%	2Q	SEC ↗
45	Perennial Investment Advisors, LLC	43,000	2M	+4,350	+11.3%	7Q	SEC ↗
46	Trek Financial, LLC	40,766	1M	-858	-2.1%	8Q	SEC ↗
47	RFG Advisory, LLC	36,317	1M	-239	-0.7%	8Q	SEC ↗
48	Arax Advisory Partners	34,961	1M	+1,176	+3.5%	3Q	SEC ↗
49	SUSQUEHANNA INTERNATIONAL GROUP, LLP	30,544	1M	-163,890	-84.3%	2Q	SEC ↗
50	BEACON FINANCIAL GROUP	29,809	1M	+487	+1.7%	6Q	SEC ↗

Recent Activity

New Positions (10)

Holder	Shares	Value
Worth Financial Advisory Group, LLC	68,350	2M
Regatta Research & Money Management	26,632	970K
Beacon Financial Strategies CORP	9,789	357K
Encompass More Asset Management	7,814	285K
ATTICUS WEALTH MANAGEMENT, LLC	5,865	214K
J.W. COLE ADVISORS, INC.	5,670	207K
TIAA-CREF INDIVIDUAL & INSTITUTIONA	5,485	200K
VIMA LLC	1,919	70K
AMERIFLEX GROUP, INC.	500	18K
Integrated Wealth Concepts LLC	28	1K

Sold Out (20)

Holder	Prev Shares	Prev Value
Authentikos Wealth Advisory, LLC	95,721	3M
Thrivent Financial for Lutherans	81,021	3M
CITADEL ADVISORS LLC	72,790	3M
Arete Wealth Advisors, LLC	68,755	3M
Mutual Advisors, LLC	37,921	1M
Davies Financial Advisors, Inc.	25,978	946K
Bright Futures Wealth Management, L	20,762	756K
OLD MISSION CAPITAL LLC	17,212	627K
Independent Advisor Alliance	16,460	600K
Advisor Resource Council	14,830	540K
HRT FINANCIAL LP	14,611	532K
Private Advisor Group, LLC	9,236	336K
Mariner, LLC	6,364	232K
Concurrent Investment Advisors, LLC	5,995	218K
BLAIR WILLIAM & CO/IL	2,841	103K
MORGAN STANLEY	2,468	90K
Sound Income Strategies, LLC	1,353	49K
Western Wealth Management, LLC	680	25K
FLAGSHIP HARBOR ADVISORS, LLC	487	18K
JONES FINANCIAL COMPANIES LLLP	55	2K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
VanWeelden Wealth Management, LLC	+297,056	+173.0%	468,773
ENVESTNET ASSET MANAGEMENT INC	+295,679	+101.0%	588,306
Brookstone Capital Management	+90,282	+203.0%	134,748
OSAIC HOLDINGS, INC.	+81,896	+27.0%	385,161
LPL Financial LLC	+81,466	+5.3%	1,618,281
COMMONWEALTH EQUITY SERVICES, LLC	+69,402	+13.3%	591,363
YARGER WEALTH STRATEGIES, LLC	+39,007	+158.4%	63,629
Liberty Atlantic Advisors LLC	+27,544	+6.3%	466,984
Cetera Investment Advisers	+26,190	+8.4%	339,507
Equitable Holdings, Inc.	+22,993	+88.2%	49,072
JANE STREET GROUP, LLC	+20,850	+86.3%	45,010
NewEdge Advisors, LLC	+16,499	+25.0%	82,437
GWN SECURITIES INC.	+15,546	+25.1%	77,396
Snowden Capital Advisors LLC	+14,925	+7.8%	207,157
Delta Investment Management, LLC	+14,080	+15.5%	105,096
Holos Integrated Wealth LLC	+10,125	+6.4%	167,106
WEALTH ENHANCEMENT ADVISORY SERVICE	+9,052	+8.8%	112,313
Signal Advisors Wealth, LLC	+8,083	+20.5%	47,552
Farther Finance Advisors, LLC	+6,552	+3.5%	192,601
Triumph Capital Management	+6,489	+4.7%	144,096

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
HFG Wealth Management, LLC	-227,567	-56.1%	177,791
SUSQUEHANNA INTERNATIONAL GROUP, LL	-163,890	-84.3%	30,544
Bullseye Investment Management, LLC	-114,002	-94.3%	6,955
Kestra Advisory Services, LLC	-50,497	-32.6%	104,432
IHT Wealth Management, LLC	-33,802	-33.5%	67,148
Whipplewood Advisors, LLC	-28,011	-91.9%	2,483
Chicago Partners Investment Group L	-18,228	-7.8%	216,201
Gateway Wealth Partners, LLC	-15,500	-60.9%	9,932
Stratos Wealth Partners, LTD.	-9,955	-47.6%	10,945
Aptus Capital Advisors, LLC	-8,817	-65.2%	4,713
ATX Financial Planning, LLC	-5,909	-1.9%	306,223
Elmwood Wealth Management, Inc.	-5,800	-49.2%	6,000
EVOLUTION WEALTH MANAGEMENT INC.	-5,492	-17.6%	25,795
INDEPENDENT FINANCIAL GROUP, LLC	-4,321	-3.5%	117,797
HARBOUR INVESTMENTS, INC.	-3,544	-12.5%	24,862
Financial Futures Ltd Liability Co.	-3,251	-36.0%	5,792
Simplicity Wealth,LLC	-2,830	-1.0%	277,136
CWM, LLC	-2,639	-56.0%	2,076
Sunbelt Securities, Inc.	-1,954	-13.0%	13,086
Claro Advisors Inc.	-1,405	-5.8%	22,643

QFLR Institutional Ownership

Institutional Ownership — QFLR

Ownership Trends

Top Institutional Holders (131 total)

Recent Activity

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