$45.47

+0.23 (+0.51%)

Weekly Expected Move ±1.3%

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ETF AMEX · AUM $6.1B

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

Institutional Ownership — RECS

200

Institutional Holders

+11 vs prior quarter

0.0%

Ownership

+0.00pp

Total Invested

New Positions

105

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (210 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	LPL Financial LLC	21,699,028	$987M	+1,632,049	+8.1%	15Q	SEC ↗
2	AMERIPRISE FINANCIAL INC	14,858,722	$676M	-209,892	-1.4%	16Q	SEC ↗
3	MORGAN STANLEY	7,054,701	$321M	+850,152	+13.7%	12Q	SEC ↗
4	RAYMOND JAMES FINANCIAL INC	5,877,632	$267M	+209,710	+3.7%	7Q	SEC ↗
5	BANK OF AMERICA CORP /DE	5,246,488	$239M	-401,248	-7.1%	15Q	SEC ↗
6	COMMONWEALTH EQUITY SERVICES, LLC	3,608,748	$164M	+350,326	+10.8%	13Q	SEC ↗
7	OSAIC HOLDINGS, INC.	3,279,198	$149M	+241,819	+8.0%	20Q	SEC ↗
8	WELLS FARGO & COMPANY/MN	2,879,237	$131M	+410,804	+16.6%	7Q	SEC ↗
9	Gradient Investments LLC	2,411,318	$110M	+90,999	+3.9%	6Q	SEC ↗
10	Bogart Wealth, LLC	2,339,266	$106M	+52,602	+2.3%	8Q	SEC ↗
11	Stratos Investment Management, LLC	2,139,839	$97M	+37,535	+1.8%	8Q	SEC ↗
12	Ameritas Advisory Services, LLC	1,681,628	$76M	+980,386	+139.8%	7Q	SEC ↗
13	Amplius Wealth Advisors, LLC	1,675,097	$76M	+12,124	+0.7%	13Q	SEC ↗
14	Stratos Wealth Partners, LTD.	1,664,390	$76M	+97,101	+6.2%	9Q	SEC ↗
15	Cetera Investment Advisers	1,478,365	$67M	+45,876	+3.2%	10Q	SEC ↗
16	Drake & Associates, LLC	1,252,310	$57M	+92,006	+7.9%	7Q	SEC ↗
17	Scarborough Advisors, LLC	1,202,547	$55M	+664,364	+123.4%	7Q	SEC ↗
18	DAYMARK WEALTH PARTNERS, LLC	1,132,868	$52M	+160,602	+16.5%	6Q	SEC ↗
19	ROYAL BANK OF CANADA	1,118,264	$51M	-55,101	-4.7%	13Q	SEC ↗
20	JPMORGAN CHASE & CO	1,050,976	$48M	+155,421	+17.4%	11Q	SEC ↗
21	Mason & Associates Inc	1,008,482	$46M	-25,286	-2.4%	5Q	SEC ↗
22	JONES FINANCIAL COMPANIES LLLP	1,000,912	$46M	+126,884	+14.5%	8Q	SEC ↗
23	UBS Group AG	864,328	$39M	+15,420	+1.8%	8Q	SEC ↗
24	Spectrum Wealth Advisory Group, LLC	856,938	$39M	+27,822	+3.4%	8Q	SEC ↗
25	Stadion Money Management, LLC	791,168	$36M	-20,500	-2.5%	2Q	SEC ↗
26	BlueStem Wealth Partners, LLC	765,762	$35M	-96,522	-11.2%	7Q	SEC ↗
27	Three Cord True Wealth Management, LLC	707,539	$32M	+41,753	+6.3%	7Q	SEC ↗
28	KWB Wealth	635,710	$29M	+148,675	+30.5%	7Q	SEC ↗
29	MML INVESTORS SERVICES, LLC	595,285	$27M	+117,445	+24.6%	11Q	SEC ↗
30	Trajan Wealth LLC	533,754	$24M	+2,843	+0.5%	7Q	SEC ↗
31	Gladstone Institutional Advisory LLC	532,297	$24M	+76,664	+16.8%	12Q	SEC ↗
32	Tower Wealth Partners, Inc.	511,314	$23M	+5,226	+1.0%	7Q	SEC ↗
33	Retirement Management Systems Inc.	493,262	$22M	+32,456	+7.0%	3Q	SEC ↗
34	SUN LIFE FINANCIAL INC NEW	478,020	$22M	—	+0.0%	1Q	SEC ↗
35	ARQ WEALTH ADVISORS, LLC	468,514	$21M	+131,469	+39.0%	9Q	SEC ↗
36	CENTAURUS FINANCIAL, INC.	467,530	$21M	-2,687	-0.6%	7Q	SEC ↗
37	Heck Capital Advisors, LLC	436,199	$20M	+6,273	+1.5%	5Q	SEC ↗
38	KESTRA PRIVATE WEALTH SERVICES, LLC	432,449	$20M	+14,880	+3.6%	7Q	SEC ↗
39	Essex Financial Services, Inc.	391,776	$18M	-30,425	-7.2%	9Q	SEC ↗
40	Kestra Advisory Services, LLC	380,347	$17M	+7,462	+2.0%	6Q	SEC ↗
41	STIFEL FINANCIAL CORP	353,993	$16M	+6,776	+2.0%	6Q	SEC ↗
42	IAG Wealth Partners, LLC	347,443	$16M	+9,455	+2.8%	9Q	SEC ↗
43	Cambridge Investment Research Advisors	340,472	$15M	+33,981	+11.1%	11Q	SEC ↗
44	NORTHWESTERN MUTUAL WEALTH MANAGEMENT	272,045	$12M	+28,811	+11.8%	10Q	SEC ↗
45	Pine Valley Investments Ltd Liability	259,027	$12M	+15,450	+6.3%	8Q	SEC ↗
46	Bensler, LLC	248,398	$11M	+3,084	+1.3%	9Q	SEC ↗
47	CITIGROUP INC	237,568	$11M	+47,035	+24.7%	6Q	SEC ↗
48	Whitaker-Myers Wealth Managers, LTD.	236,456	$11M	+26,002	+12.4%	4Q	SEC ↗
49	Snider Financial Group	225,697	$10M	+18,008	+8.7%	5Q	SEC ↗
50	DAVENPORT & Co LLC	223,944	$10M	+41,638	+22.8%	8Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
SUN LIFE FINANCIAL INC	478,020	$22M
R2 Capital Strategies, LLC	120,862	$5M
Gateway Wealth Partners, LLC	50,729	$2M
MGO ONE SEVEN LLC	20,791	$945K
HB Wealth Management, LLC	16,095	$732K
Van Diest Capital, LLC	14,839	$675K
XTX Topco Ltd	13,672	$622K
Qube Research & Technologies Ltd	13,362	$608K
Avestar Capital, LLC	10,141	$461K
Regatta Research & Money Management	8,443	$384K
Trexquant Investment LP	7,519	$342K
Kingsview Wealth Management, LLC	7,010	$319K
Global Retirement Partners, LLC	6,417	$292K
Bank of New York Mellon Corp	6,251	$284K
Concentrum Wealth Management	5,000	$227K
Foundations Investment Advisors, LL	4,916	$224K
SageView Advisory Group, LLC	4,911	$223K
TCFG Investment Advisors, LLC	4,665	$212K
Community Financial Services Group,	1,443	$66K
Capital Investment Advisory Service	1,125	$51K

Sold Out (20)

Holder	Prev Shares	Prev Value
Independent Advisor Alliance	327,452	$15M
SUSQUEHANNA INTERNATIONAL GROUP, LL	42,009	$2M
B. Riley Wealth Advisors, Inc.	38,805	$2M
TWO SIGMA INVESTMENTS, LP	36,500	$2M
RENAISSANCE TECHNOLOGIES LLC	28,200	$1M
Tempus Wealth Planning, LLC	27,400	$1M
Y-Intercept (Hong Kong) Ltd	24,073	$1M
TWO SIGMA SECURITIES, LLC	7,034	$320K
Orion Porfolio Solutions, LLC	6,965	$317K
AIRE ADVISORS, LLC	6,399	$291K
CITADEL ADVISORS LLC	6,297	$286K
Apollon Financial, LLC	6,103	$278K
Fiduciary Alliance LLC	5,018	$228K
FLAGSHIP HARBOR ADVISORS, LLC	1,452	$66K
Eagle Bay Advisors LLC	1,213	$55K
MAI Capital Management	920	$42K
POM Investment Strategies, LLC	856	$39K
US BANCORP \DE	771	$35K
Indiana Trust & Investment Manageme	418	$19K
Russell Investments Group, Ltd.	92	$4K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
LPL Financial LLC	+1,632,049	+8.1%	21,699,028
Ameritas Advisory Services, LLC	+980,386	+139.8%	1,681,628
MORGAN STANLEY	+850,152	+13.7%	7,054,701
Scarborough Advisors, LLC	+664,364	+123.4%	1,202,547
WELLS FARGO & COMPANY/MN	+410,804	+16.6%	2,879,237
COMMONWEALTH EQUITY SERVICES, LLC	+350,326	+10.8%	3,608,748
OSAIC HOLDINGS, INC.	+241,819	+8.0%	3,279,198
RAYMOND JAMES FINANCIAL INC	+209,710	+3.7%	5,877,632
DAYMARK WEALTH PARTNERS, LLC	+160,602	+16.5%	1,132,868
JPMORGAN CHASE & CO	+155,421	+17.4%	1,050,976
KWB Wealth	+148,675	+30.5%	635,710
ARQ WEALTH ADVISORS, LLC	+131,469	+39.0%	468,514
JONES FINANCIAL COMPANIES LLLP	+126,884	+14.5%	1,000,912
MML INVESTORS SERVICES, LLC	+117,445	+24.6%	595,285
Stratos Wealth Partners, LTD.	+97,101	+6.2%	1,664,390
Drake & Associates, LLC	+92,006	+7.9%	1,252,310
Gradient Investments LLC	+90,999	+3.9%	2,411,318
Gladstone Institutional Advisory LL	+76,664	+16.8%	532,297
LM Advisors LLC	+55,973	+2721.1%	58,030
Bogart Wealth, LLC	+52,602	+2.3%	2,339,266

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
BANK OF AMERICA CORP /DE	-401,248	-7.1%	5,246,488
AMERIPRISE FINANCIAL INC	-209,892	-1.4%	14,858,722
WEALTH ENHANCEMENT ADVISORY SERVICE	-204,845	-59.4%	139,883
BlueStem Wealth Partners, LLC	-96,522	-11.2%	765,762
ROYAL BANK OF CANADA	-55,101	-4.7%	1,118,264
Richmond Investment Services, LLC	-53,552	-78.0%	15,083
JANE STREET GROUP, LLC	-40,039	-83.1%	8,144
Essex Financial Services, Inc.	-30,425	-7.2%	391,776
Mason & Associates Inc	-25,286	-2.4%	1,008,482
Mariner, LLC	-21,176	-42.7%	28,433
Stadion Money Management, LLC	-20,500	-2.5%	791,168
Inscription Capital, LLC	-17,605	-37.8%	28,974
Cedrus Wealth Group LLC	-9,920	-49.5%	10,101
Paragon Private Wealth Management,	-9,580	-14.3%	57,233
Redhawk Wealth Advisors, Inc.	-8,824	-37.5%	14,704
A4 Wealth Advisors LLC	-8,637	-51.3%	8,208
Oxinas Partners, LLC	-7,550	-36.5%	13,150
USAdvisors Wealth Management, LLC	-6,670	-4.8%	133,069
CENTAURUS FINANCIAL, INC.	-2,687	-0.6%	467,530
SILVER OAK SECURITIES, INCORPORATED	-2,568	-3.1%	81,137

RECS Institutional Ownership

Institutional Ownership — RECS

Ownership Trends

Top Institutional Holders (210 total)

Recent Activity

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