$28.79

+0.44 (+1.55%)

Weekly Expected Move ±2.0%

$28 $28 $29 $29 $30

ETF AMEX · AUM $282718

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

Institutional Ownership — QUIZ

Institutional Holders

+6 vs prior quarter

0.0%

Ownership

+0.00pp

76M

Total Invested

New Positions

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (64 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	GeoWealth Management, LLC	519,201	$15M	+183,992	+54.9%	3Q	SEC ↗
2	CONTINENTAL INVESTORS SERVICES, INC.	369,356	$11M	+110,676	+42.8%	4Q	SEC ↗
3	TRUE Private Wealth Advisors	158,125	$5M	+1,765	+1.1%	3Q	SEC ↗
4	M1 Capital Management LLC	109,987	$3M	+11,297	+11.4%	3Q	SEC ↗
5	Arete Wealth Advisors, LLC	108,541	$3M	+22,436	+26.1%	4Q	SEC ↗
6	Navigation Wealth Management, Inc.	105,620	$3M	+17,635	+20.0%	4Q	SEC ↗
7	Strategic Blueprint, LLC	100,059	$3M	+21,760	+27.8%	3Q	SEC ↗
8	Balboa Wealth Partners	97,554	$3M	+271	+0.3%	4Q	SEC ↗
9	Advisory Services Network, LLC	87,125	$3M	+274	+0.3%	4Q	SEC ↗
10	Farther Finance Advisors, LLC NEW	82,057	$2M	—	+0.0%	1Q	SEC ↗
11	Advyzon Investment Management, LLC	77,271	$2M	+18,022	+30.4%	3Q	SEC ↗
12	LPL Financial LLC NEW	58,551	$2M	—	+0.0%	1Q	SEC ↗
13	AXXCESS WEALTH MANAGEMENT, LLC NEW	58,127	$2M	—	+0.0%	1Q	SEC ↗
14	Rothschild Wealth LLC	55,640	$2M	+46,761	+526.6%	2Q	SEC ↗
15	Alteri Wealth LLC	49,523	$1M	+15,588	+45.9%	3Q	SEC ↗
16	Paragon Private Wealth Management, LLC	47,938	$1M	+1,061	+2.3%	4Q	SEC ↗
17	Cambridge Investment Research Advisors	44,880	$1M	+5,476	+13.9%	2Q	SEC ↗
18	Koshinski Asset Management, Inc.	39,229	$1M	+9,981	+34.1%	3Q	SEC ↗
19	EJMK Ventures LLC	35,701	$1M	+7,658	+27.3%	3Q	SEC ↗
20	Simplicity Wealth,LLC	30,990	$892K	+1,772	+6.1%	4Q	SEC ↗
21	UNIQUE WEALTH, LLC	29,789	$858K	+7,506	+33.7%	4Q	SEC ↗
22	Stirlingshire Investments, Inc.	29,507	$850K	+2,887	+10.8%	3Q	SEC ↗
23	PKS Advisory Services, LLC NEW	27,729	$798K	—	+0.0%	1Q	SEC ↗
24	Faithward Advisors, LLC	27,537	$793K	+6,093	+28.4%	3Q	SEC ↗
25	Ignite Planners, LLC	23,571	$679K	+576	+2.5%	3Q	SEC ↗
26	Axim Planning & Wealth	20,132	$580K	+5,423	+36.9%	3Q	SEC ↗
27	Carter Financial Group, INC.	20,026	$577K	+1,528	+8.3%	3Q	SEC ↗
28	Vantus Wealth LLC NEW	19,351	$557K	—	+0.0%	1Q	SEC ↗
29	Integrity Wealth Partners, LLC NEW	18,870	$543K	—	+0.0%	1Q	SEC ↗
30	Creative Planning	16,229	$467K	-4,825	-22.9%	4Q	SEC ↗
31	Revisor Wealth Management LLC	15,062	$434K	+4,140	+37.9%	2Q	SEC ↗
32	Latitude Advisors, LLC	12,500	$360K	+5,063	+68.1%	2Q	SEC ↗
33	Wayfinding Financial, LLC	11,327	$326K	+3,121	+38.0%	2Q	SEC ↗
34	HARBOUR INVESTMENTS, INC.	9,902	$285K	+4,296	+76.6%	4Q	SEC ↗
35	IHT Wealth Management, LLC	9,524	$274K	+1,176	+14.1%	3Q	SEC ↗
36	Vise Technologies, Inc.	9,461	$272K	-11,495	-54.9%	3Q	SEC ↗
37	Empirical Asset Management, LLC NEW	9,449	$272K	—	+0.0%	1Q	SEC ↗
38	VICTORY FINANCIAL GROUP, LLC	8,925	$257K	-6,110	-40.6%	3Q	SEC ↗
39	GK Wealth Management LLC NEW	8,803	$253K	—	+0.0%	1Q	SEC ↗
40	JANE STREET GROUP, LLC	8,756	$252K	-22,096	-71.6%	3Q	SEC ↗
41	Ethos Financial Group, LLC	8,664	$249K	+147	+1.7%	3Q	SEC ↗
42	CoreCap Advisors, LLC	8,195	$236K	-290	-3.4%	4Q	SEC ↗
43	Independent Wealth Network Inc.	8,188	$236K	—	+0.0%	3Q	SEC ↗
44	SeaCrest Wealth Management, LLC NEW	7,901	$227K	—	+0.0%	1Q	SEC ↗
45	Arax Advisory Partners	6,490	$187K	—	+0.0%	3Q	SEC ↗
46	Rossby Financial, LCC	4,870	$140K	—	+0.0%	3Q	SEC ↗
47	MERCER GLOBAL ADVISORS INC /ADV NEW	1,499	$43K	—	+0.0%	1Q	SEC ↗
48	Cornerstone Planning Group LLC	1,195	$34K	—	+0.0%	3Q	SEC ↗
49	COMPASS FINANCIAL MANAGEMENT LLC NEW	822	$24K	—	+0.0%	1Q	SEC ↗
50	Global Retirement Partners, LLC NEW	767	$22K	—	+0.0%	1Q	SEC ↗

Recent Activity

New Positions (14)

Holder	Shares	Value
Farther Finance Advisors, LLC	82,057	$2M
LPL Financial LLC	58,551	$2M
AXXCESS WEALTH MANAGEMENT, LLC	58,127	$2M
PKS Advisory Services, LLC	27,729	$798K
Vantus Wealth LLC	19,351	$557K
Integrity Wealth Partners, LLC	18,870	$543K
Empirical Asset Management, LLC	9,449	$272K
GK Wealth Management LLC	8,803	$253K
SeaCrest Wealth Management, LLC	7,901	$227K
MERCER GLOBAL ADVISORS INC /ADV	1,499	$43K
COMPASS FINANCIAL MANAGEMENT LLC	822	$24K
Global Retirement Partners, LLC	767	$22K
VALLEY WEALTH MANAGERS, INC.	111	$3K
Luminist Capital LLC	2	$0K

Sold Out (11)

Holder	Prev Shares	Prev Value
ZACKS INVESTMENT MANAGEMENT	526,551	$15M
CreativeOne Wealth, LLC	22,753	$655K
Baer Investment Advisory LLC	15,035	$433K
Atria Investments, Inc	14,058	$405K
Axiom Financial Strategies, LLC	11,997	$345K
GTS SECURITIES LLC	11,867	$342K
PNC FINANCIAL SERVICES GROUP, INC.	2,254	$65K
Retirement Wealth Solutions LLC	850	$24K
UBS Group AG	338	$10K
ASSETMARK, INC	150	$4K
NORTHWESTERN MUTUAL WEALTH MANAGEME	92	$3K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
GeoWealth Management, LLC	+183,992	+54.9%	519,201
CONTINENTAL INVESTORS SERVICES, INC	+110,676	+42.8%	369,356
Rothschild Wealth LLC	+46,761	+526.6%	55,640
Arete Wealth Advisors, LLC	+22,436	+26.1%	108,541
Strategic Blueprint, LLC	+21,760	+27.8%	100,059
Advyzon Investment Management, LLC	+18,022	+30.4%	77,271
Navigation Wealth Management, Inc.	+17,635	+20.0%	105,620
Alteri Wealth LLC	+15,588	+45.9%	49,523
M1 Capital Management LLC	+11,297	+11.4%	109,987
Koshinski Asset Management, Inc.	+9,981	+34.1%	39,229
EJMK Ventures LLC	+7,658	+27.3%	35,701
UNIQUE WEALTH, LLC	+7,506	+33.7%	29,789
Faithward Advisors, LLC	+6,093	+28.4%	27,537
Cambridge Investment Research Advis	+5,476	+13.9%	44,880
Axim Planning & Wealth	+5,423	+36.9%	20,132
Latitude Advisors, LLC	+5,063	+68.1%	12,500
HARBOUR INVESTMENTS, INC.	+4,296	+76.6%	9,902
Revisor Wealth Management LLC	+4,140	+37.9%	15,062
Wayfinding Financial, LLC	+3,121	+38.0%	11,327
Stirlingshire Investments, Inc.	+2,887	+10.8%	29,507

Biggest Decreases (5)

Holder	Reduced	Change %	Total Shares
JANE STREET GROUP, LLC	-22,096	-71.6%	8,756
Vise Technologies, Inc.	-11,495	-54.9%	9,461
VICTORY FINANCIAL GROUP, LLC	-6,110	-40.6%	8,925
Creative Planning	-4,825	-22.9%	16,229
CoreCap Advisors, LLC	-290	-3.4%	8,195

QUIZ Institutional Ownership

Institutional Ownership — QUIZ

Ownership Trends

Top Institutional Holders (64 total)

Recent Activity

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