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RTH Institutional Ownership

VanEck Retail ETF
1W: -0.9% 1M: -3.8% 3M: -1.9% YTD: +0.9% 1Y: +0.6% 3Y: +53.5% 5Y: +45.0%
$251.56
+0.38 (+0.15%)
 
Weekly Expected Move ±1.7%
$243 $247 $252 $256 $260
ETF NASDAQ · AUM $238.2M

Institutional Ownership — RTH

88
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
85M
Total Invested
10
New Positions
22
Increased
30
Reduced
9
Closed
0.67
Put/Call Ratio

Ownership Trends

Top Institutional Holders (93 total)

# Holder Shares Value Change Change % Holding Period Filing
1 LPL Financial LLC 56,484 $14M -40,752 -41.9% 41Q SEC ↗
2 BANK OF AMERICA CORP /DE 44,118 $11M +1,722 +4.1% 15Q SEC ↗
3 Equitable Holdings, Inc. 31,816 $8M +4,155 +15.0% 27Q SEC ↗
4 Cetera Investment Advisers 27,537 $7M +3,590 +15.0% 10Q SEC ↗
5 NewEdge Advisors, LLC 17,650 $4M +4,183 +31.1% 8Q SEC ↗
6 OSAIC HOLDINGS, INC. 15,549 $4M +1,857 +13.6% 26Q SEC ↗
7 MORGAN STANLEY 10,994 $3M +2,779 +33.8% 41Q SEC ↗
8 JBR Co Financial Management Inc 9,448 $2M -1,075 -10.2% 11Q SEC ↗
9 SUSQUEHANNA INTERNATIONAL GROUP, LLP 9,062 $2M +3,369 +59.2% 7Q SEC ↗
10 ROYAL BANK OF CANADA 7,871 $2M -2,341 -22.9% 36Q SEC ↗
11 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 7,426 $2M -2,242 -23.2% 17Q SEC ↗
12 MML INVESTORS SERVICES, LLC 7,064 $2M +1,608 +29.5% 9Q SEC ↗
13 ENVESTNET ASSET MANAGEMENT INC 7,045 $2M +1,005 +16.6% 9Q SEC ↗
14 GOLDMAN SACHS GROUP INC 5,780 $1M +2,557 +79.3% 15Q SEC ↗
15 Aspire Capital Advisors LLC NEW 5,653 $1M — +0.0% 1Q SEC ↗
16 CITADEL ADVISORS LLC 4,275 $1M -855 -16.7% 4Q SEC ↗
17 Creative Planning 3,870 $974K -1,524 -28.3% 7Q SEC ↗
18 JPMORGAN CHASE & CO 3,870 $974K +3,650 +1659.1% 2Q SEC ↗
19 INTEGRITY ALLIANCE, LLC. 3,463 $871K +43 +1.3% 4Q SEC ↗
20 RAYMOND JAMES FINANCIAL INC 3,355 $844K +223 +7.1% 7Q SEC ↗
21 KESTRA PRIVATE WEALTH SERVICES, LLC 3,154 $793K +95 +3.1% 24Q SEC ↗
22 MONEY CONCEPTS CAPITAL CORP 3,065 $771K +11 +0.4% 15Q SEC ↗
23 PARK AVENUE SECURITIES LLC 2,964 $746K -262 -8.1% 2Q SEC ↗
24 Belpointe Asset Management LLC 2,782 $700K -1,232 -30.7% 6Q SEC ↗
25 Cambridge Investment Research Advisors 2,607 $656K -56 -2.1% 25Q SEC ↗
26 Keystone Wealth Services, LLC 2,560 $644K -310 -10.8% 8Q SEC ↗
27 JONES FINANCIAL COMPANIES LLLP 2,343 $589K +199 +9.3% 8Q SEC ↗
28 Bay Colony Advisory Group, Inc d/b/a B 2,258 $568K -7 -0.3% 7Q SEC ↗
29 FMR LLC 2,133 $537K +561 +35.7% 32Q SEC ↗
30 CITIGROUP INC NEW 1,959 $493K — +0.0% 1Q SEC ↗
31 Bawa N Mallick Trust 1,750 $440K — +0.0% 7Q SEC ↗
32 Kingsview Wealth Management, LLC 1,726 $434K — +0.0% 14Q SEC ↗
33 MILLINGTON SECURITIES, LLC NEW 1,671 $420K — +0.0% 1Q SEC ↗
34 Monetary Solutions, Ltd 1,670 $420K +45 +2.8% 3Q SEC ↗
35 HighTower Advisors, LLC 1,656 $417K +585 +54.6% 9Q SEC ↗
36 WBI INVESTMENTS, LLC 1,611 $405K -60 -3.6% 10Q SEC ↗
37 Private Advisor Group, LLC 1,422 $358K -468 -24.8% 13Q SEC ↗
38 DV EQUITIES, LLC NEW 1,332 $335K — +0.0% 1Q SEC ↗
39 RWA WEALTH PARTNERS, LLC 1,300 $327K — +0.0% 2Q SEC ↗
40 Janney Montgomery Scott LLC 1,215 $306K — +0.0% 13Q SEC ↗
41 TRUIST FINANCIAL CORP 1,128 $284K +161 +16.6% 7Q SEC ↗
42 CX Institutional 1,087 $273K -19 -1.7% 6Q SEC ↗
43 WESTCO ADVISORY SERVICES INC /ADV 1,056 $266K — +0.0% 3Q SEC ↗
44 Bright Futures Wealth Management, LLC. 969 $244K +96 +11.0% 2Q SEC ↗
45 HARBOUR INVESTMENTS, INC. 952 $239K — +0.0% 17Q SEC ↗
46 UBS Group AG 945 $238K -435 -31.5% 41Q SEC ↗
47 UBS AM, a distinct business unit of UB 897 $226K — +0.0% 2Q SEC ↗
48 Maridea Wealth Management LLC 892 $224K -136 -13.2% 4Q SEC ↗
49 Modern Wealth Management, LLC 876 $220K -7 -0.8% 7Q SEC ↗
50 LANARK FINANCIAL, INC. 505 $127K — +0.0% 6Q SEC ↗
Biggest Increases (20)
HolderAddedChange %Total Shares
NewEdge Advisors, LLC +4,183 +31.1% 17,650
Equitable Holdings, Inc. +4,155 +15.0% 31,816
JPMORGAN CHASE & CO +3,650 +1659.1% 3,870
Cetera Investment Advisers +3,590 +15.0% 27,537
SUSQUEHANNA INTERNATIONAL GROUP, LL +3,369 +59.2% 9,062
MORGAN STANLEY +2,779 +33.8% 10,994
GOLDMAN SACHS GROUP INC +2,557 +79.3% 5,780
OSAIC HOLDINGS, INC. +1,857 +13.6% 15,549
BANK OF AMERICA CORP /DE +1,722 +4.1% 44,118
MML INVESTORS SERVICES, LLC +1,608 +29.5% 7,064
ENVESTNET ASSET MANAGEMENT INC +1,005 +16.6% 7,045
HighTower Advisors, LLC +585 +54.6% 1,656
FMR LLC +561 +35.7% 2,133
RAYMOND JAMES FINANCIAL INC +223 +7.1% 3,355
JONES FINANCIAL COMPANIES LLLP +199 +9.3% 2,343
TRUIST FINANCIAL CORP +161 +16.6% 1,128
Bright Futures Wealth Management, L +96 +11.0% 969
KESTRA PRIVATE WEALTH SERVICES, LLC +95 +3.1% 3,154
Monetary Solutions, Ltd +45 +2.8% 1,670
INTEGRITY ALLIANCE, LLC. +43 +1.3% 3,463
Biggest Decreases (20)
HolderReducedChange %Total Shares
LPL Financial LLC -40,752 -41.9% 56,484
ROYAL BANK OF CANADA -2,341 -22.9% 7,871
NORTHWESTERN MUTUAL WEALTH MANAGEME -2,242 -23.2% 7,426
Creative Planning -1,524 -28.3% 3,870
Belpointe Asset Management LLC -1,232 -30.7% 2,782
JBR Co Financial Management Inc -1,075 -10.2% 9,448
CITADEL ADVISORS LLC -855 -16.7% 4,275
Private Advisor Group, LLC -468 -24.8% 1,422
UBS Group AG -435 -31.5% 945
Keystone Wealth Services, LLC -310 -10.8% 2,560
PARK AVENUE SECURITIES LLC -262 -8.1% 2,964
Maridea Wealth Management LLC -136 -13.2% 892
WBI INVESTMENTS, LLC -60 -3.6% 1,611
Cambridge Investment Research Advis -56 -2.1% 2,607
IFP Advisors, Inc -28 -84.8% 5
CX Institutional -19 -1.7% 1,087
Russell Investments Group, Ltd. -9 -8.7% 95
Qube Research & Technologies Ltd -8 -28.6% 20
Modern Wealth Management, LLC -7 -0.8% 876
Bay Colony Advisory Group, Inc d/b/ -7 -0.3% 2,258

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms