$141.73

+1.51 (+1.08%)

Weekly Expected Move ±1.8%

$137 $139 $142 $144 $147

ETF AMEX · AUM $1.2B

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

Institutional Ownership — RWK

152

Institutional Holders

+6 vs prior quarter

0.0%

Ownership

+0.00pp

878M

Total Invested

New Positions

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (161 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	MORGAN STANLEY	1,025,573	145M	+64,150	+6.7%	29Q	SEC ↗
2	LPL Financial LLC	642,574	91M	+17,084	+2.7%	29Q	SEC ↗
3	AMERIPRISE FINANCIAL INC	575,480	82M	-14,286	-2.4%	16Q	SEC ↗
4	Fusion Family Wealth, LLC	545,385	77M	-6,099	-1.1%	29Q	SEC ↗
5	VANTAGEPOINT INVESTMENT ADVISERS LLC	537,216	76M	+1,777	+0.3%	4Q	SEC ↗
6	BANK OF AMERICA CORP /DE	322,875	46M	-3,268	-1.0%	15Q	SEC ↗
7	WELLS FARGO & COMPANY/MN	255,166	36M	-9,383	-3.5%	29Q	SEC ↗
8	Bleakley Financial Group, LLC	213,037	30M	+7,614	+3.7%	3Q	SEC ↗
9	Resonant Capital Advisors, LLC	172,713	24M	+1,783	+1.0%	27Q	SEC ↗
10	RAYMOND JAMES FINANCIAL INC	145,721	21M	+4,315	+3.1%	7Q	SEC ↗
11	RVW Wealth, LLC	128,463	18M	+10,876	+9.2%	26Q	SEC ↗
12	NORTHWESTERN MUTUAL WEALTH MANAGEMENT	127,415	18M	+4,987	+4.1%	29Q	SEC ↗
13	UBS Group AG	119,152	17M	-7,475	-5.9%	29Q	SEC ↗
14	COMMONWEALTH EQUITY SERVICES, LLC	95,551	14M	+7,609	+8.7%	29Q	SEC ↗
15	JONES FINANCIAL COMPANIES LLLP	82,709	12M	+15,082	+22.3%	9Q	SEC ↗
16	OSAIC HOLDINGS, INC.	76,802	11M	+1,853	+2.5%	26Q	SEC ↗
17	EverSource Wealth Advisors, LLC	47,603	7M	-260	-0.5%	4Q	SEC ↗
18	Ipsen Advisor Group LLC	45,186	6M	-973	-2.1%	7Q	SEC ↗
19	ROYAL BANK OF CANADA	41,746	6M	-5,635	-11.9%	29Q	SEC ↗
20	NWAM LLC	39,343	6M	-447	-1.1%	8Q	SEC ↗
21	WEALTH ENHANCEMENT ADVISORY SERVICES,	39,065	6M	+1,465	+3.9%	12Q	SEC ↗
22	CWM, LLC	36,724	5M	+3,046	+9.0%	6Q	SEC ↗
23	Private Advisor Group, LLC	35,265	5M	-870	-2.4%	29Q	SEC ↗
24	Marshall & Sterling Wealth Advisors In	34,972	5M	+1,005	+3.0%	7Q	SEC ↗
25	Cetera Investment Advisers	32,777	5M	+2,640	+8.8%	10Q	SEC ↗
26	ENVESTNET ASSET MANAGEMENT INC	30,677	4M	+684	+2.3%	17Q	SEC ↗
27	Ausdal Financial Partners, Inc.	27,964	4M	+815	+3.0%	9Q	SEC ↗
28	Sanctuary Advisors, LLC	27,472	4M	-172	-0.6%	9Q	SEC ↗
29	GHP Investment Advisors, Inc.	24,075	3M	-708	-2.9%	18Q	SEC ↗
30	Perigon Wealth Management, LLC	23,387	3M	-1,303	-5.3%	9Q	SEC ↗
31	PERSPECTIVE WEALTH ADVISORS LLC	20,755	3M	-195	-0.9%	3Q	SEC ↗
32	Kestra Advisory Services, LLC	19,286	3M	-3,774	-16.4%	6Q	SEC ↗
33	Western Wealth Management, LLC	17,445	2M	+56	+0.3%	16Q	SEC ↗
34	Geneos Wealth Management Inc.	16,631	2M	-1,380	-7.7%	29Q	SEC ↗
35	TRUIST FINANCIAL CORP	16,241	2M	+195	+1.2%	23Q	SEC ↗
36	Cambridge Investment Research Advisors	15,816	2M	-887	-5.3%	22Q	SEC ↗
37	Patriot Financial Group Insurance Agen	15,175	2M	-12,575	-45.3%	29Q	SEC ↗
38	Rockefeller Capital Management L.P.	14,478	2M	+41	+0.3%	25Q	SEC ↗
39	Sigma Planning Corp	14,259	2M	-933	-6.1%	14Q	SEC ↗
40	Klingman & Associates, LLC	12,934	2M	-20	-0.2%	29Q	SEC ↗
41	Waverly Advisors, LLC	12,201	2M	-126	-1.0%	7Q	SEC ↗
42	MML INVESTORS SERVICES, LLC	12,062	2M	+3,550	+41.7%	21Q	SEC ↗
43	JPMORGAN CHASE & CO	11,726	2M	+213	+1.9%	29Q	SEC ↗
44	THOROUGHBRED FINANCIAL SERVICES, LLC	11,308	2M	-1,350	-10.7%	11Q	SEC ↗
45	J. Derek Lewis & Associates Inc.	10,968	2M	-17	-0.2%	3Q	SEC ↗
46	Steward Partners Investment Advisory,	10,616	2M	+1,986	+23.0%	29Q	SEC ↗
47	STIFEL FINANCIAL CORP	10,014	1M	+647	+6.9%	11Q	SEC ↗
48	Integrated Wealth Concepts LLC	9,848	1M	-428	-4.2%	13Q	SEC ↗
49	Snowden Capital Advisors LLC	9,097	1M	-12	-0.1%	29Q	SEC ↗
50	NewEdge Advisors, LLC	8,967	1M	+437	+5.1%	25Q	SEC ↗

Recent Activity

New Positions (16)

Holder	Shares	Value
Collaborative Capital Advisors LLC	3,717	527K
Stonebridge Financial Group, LLC/CA	3,095	439K
HUB Investment Partners, LLC	2,537	360K
GUIDANCE CAPITAL, INC	2,174	308K
Global Retirement Partners, LLC	1,743	247K
Mascagni Wealth Management, Inc.	1,623	230K
Balboa Wealth Partners	1,541	218K
Simplicity Wealth,LLC	1,492	211K
MERCER GLOBAL ADVISORS INC /ADV	1,486	211K
Beacon Pointe Advisors, LLC	1,451	206K
Mariner, LLC	1,394	198K
BROWN ADVISORY INC	1,391	197K
TRUST CO OF VERMONT	921	131K
Institute for Wealth Management, LL	525	74K
FIDUCIARY FINANCIAL ADVISORS	352	50K
Planning Strategies Inc.	92	13K

Sold Out (19)

Holder	Prev Shares	Prev Value
BNP PARIBAS FINANCIAL MARKETS	20,000	3M
PLANWISER FINANCIAL, LLC	19,581	3M
TWO SIGMA INVESTMENTS, LP	10,800	2M
RFG Advisory, LLC	5,289	750K
Independent Advisor Alliance	3,406	483K
Capital Square, LLC	3,277	464K
Greenline Wealth Management LLC	528	75K
FLAGSHIP HARBOR ADVISORS, LLC	515	73K
YANKCOM Partnership	290	41K
ALBION FINANCIAL GROUP /UT	235	33K
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	77	11K
Root Financial Partners, LLC	76	11K
MAI Capital Management	74	10K
PNC FINANCIAL SERVICES GROUP, INC.	47	7K
Comprehensive Financial Planning, I	39	6K
Smithfield Trust Co	39	6K
AE Wealth Management LLC	34	5K
SHP Wealth Management	16	2K
Physician Wealth Advisors, Inc.	4	1K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
MORGAN STANLEY	+64,150	+6.7%	1,025,573
LPL Financial LLC	+17,084	+2.7%	642,574
JONES FINANCIAL COMPANIES LLLP	+15,082	+22.3%	82,709
RVW Wealth, LLC	+10,876	+9.2%	128,463
Bleakley Financial Group, LLC	+7,614	+3.7%	213,037
COMMONWEALTH EQUITY SERVICES, LLC	+7,609	+8.7%	95,551
NORTHWESTERN MUTUAL WEALTH MANAGEME	+4,987	+4.1%	127,415
Keystone Financial Services, LLC	+4,613	+286.5%	6,223
RAYMOND JAMES FINANCIAL INC	+4,315	+3.1%	145,721
MML INVESTORS SERVICES, LLC	+3,550	+41.7%	12,062
CWM, LLC	+3,046	+9.0%	36,724
Cetera Investment Advisers	+2,640	+8.8%	32,777
Steward Partners Investment Advisor	+1,986	+23.0%	10,616
OSAIC HOLDINGS, INC.	+1,853	+2.5%	76,802
Resonant Capital Advisors, LLC	+1,783	+1.0%	172,713
VANTAGEPOINT INVESTMENT ADVISERS LL	+1,777	+0.3%	537,216
WEALTH ENHANCEMENT ADVISORY SERVICE	+1,465	+3.9%	39,065
AQR CAPITAL MANAGEMENT LLC	+1,124	+23.9%	5,823
Marshall & Sterling Wealth Advisors	+1,005	+3.0%	34,972
Ausdal Financial Partners, Inc.	+815	+3.0%	27,964

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
Investors Research Corp	-21,055	-83.7%	4,099
AMERIPRISE FINANCIAL INC	-14,286	-2.4%	575,480
Patriot Financial Group Insurance A	-12,575	-45.3%	15,175
WELLS FARGO & COMPANY/MN	-9,383	-3.5%	255,166
UBS Group AG	-7,475	-5.9%	119,152
Fusion Family Wealth, LLC	-6,099	-1.1%	545,385
ROYAL BANK OF CANADA	-5,635	-11.9%	41,746
GTS SECURITIES LLC	-5,357	-61.5%	3,360
Kestra Advisory Services, LLC	-3,774	-16.4%	19,286
BANK OF AMERICA CORP /DE	-3,268	-1.0%	322,875
Seros Financial, LLC	-2,152	-60.7%	1,391
Claro Advisors Inc.	-1,552	-21.7%	5,605
SUSQUEHANNA INTERNATIONAL GROUP, LL	-1,503	-49.9%	1,511
CITADEL ADVISORS LLC	-1,439	-22.8%	4,878
Geneos Wealth Management Inc.	-1,380	-7.7%	16,631
THOROUGHBRED FINANCIAL SERVICES, LL	-1,350	-10.7%	11,308
Perigon Wealth Management, LLC	-1,303	-5.3%	23,387
Ipsen Advisor Group LLC	-973	-2.1%	45,186
Sigma Planning Corp	-933	-6.1%	14,259
Janney Montgomery Scott LLC	-895	-16.2%	4,643

RWK Institutional Ownership

Institutional Ownership — RWK

Ownership Trends

Top Institutional Holders (161 total)

Recent Activity

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