— Know what they know.
Not Investment Advice

RYJ Institutional Ownership

Invesco Raymond James SB-1 Equity ETF
1W: -2.8% 1M: -2.2% 3M: +5.0% 1Y: +14.3% 3Y: +8.4% 5Y: +44.9%
$65.36
Last traded 2024-04-17 — delisted
ETF AMEX · AUM $119.2M

Institutional Ownership — RYJ

36
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
32M
Total Invested
5
New Positions
2
Increased
11
Reduced
3
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (42 total)

# Holder Shares Value Change Change % Holding Period Filing
1 RAYMOND JAMES FINANCIAL INC 158,385 $10M -1,201 -0.8% 7Q SEC ↗
2 Kingsview Wealth Management, LLC NEW 112,789 $7M — +0.0% 1Q SEC ↗
3 LPL Financial LLC 22,450 $1M +949 +4.4% 33Q SEC ↗
4 Aspire Growth Partners LLC 10,401 $680K -117 -1.1% 7Q SEC ↗
5 OXFORD FINANCIAL GROUP, LTD. LLC 10,000 $654K — +0.0% 26Q SEC ↗
6 CWM, LLC 8,626 $564K — +0.0% 18Q SEC ↗
7 HBK Sorce Advisory LLC 8,602 $562K -24 -0.3% 14Q SEC ↗
8 Tower Research Capital LLC (TRC) 6,227 $407K -3,146 -33.6% 27Q SEC ↗
9 Total Wealth Planning & Management, In 5,831 $381K — +0.0% 3Q SEC ↗
10 SUSQUEHANNA INTERNATIONAL GROUP, LLP 5,744 $375K -685 -10.7% 9Q SEC ↗
11 FLOW TRADERS U.S. LLC NEW 5,377 $351K — +0.0% 1Q SEC ↗
12 Beacon Pointe Advisors, LLC NEW 5,000 $327K — +0.0% 1Q SEC ↗
13 Geneos Wealth Management Inc. 5,000 $327K +2,500 +100.0% 33Q SEC ↗
14 Millstone Evans Group, LLC 4,065 $266K -17 -0.4% 7Q SEC ↗
15 Morey & Quinn Wealth Partners, LLC 3,979 $260K -725 -15.4% 7Q SEC ↗
16 MORGAN STANLEY 3,940 $258K — +0.0% 33Q SEC ↗
17 YARGER WEALTH STRATEGIES, LLC 3,577 $234K — +0.0% 11Q SEC ↗
18 GLENMEDE TRUST CO NA 3,550 $232K — +0.0% 3Q SEC ↗
19 Quantinno Capital Management LP 3,263 $213K — +0.0% 5Q SEC ↗
20 Formidable Asset Management, LLC 3,004 $196K — +0.0% 25Q SEC ↗
21 STIFEL FINANCIAL CORP 2,951 $193K — +0.0% 3Q SEC ↗
22 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 1,450 $95K — +0.0% 30Q SEC ↗
23 FMR LLC 1,265 $83K — +0.0% 22Q SEC ↗
24 OSAIC HOLDINGS, INC. 1,151 $75K — +0.0% 26Q SEC ↗
25 UBS Group AG 781 $51K -1 -0.1% 11Q SEC ↗
26 TRUST CO OF TOLEDO NA /OH 600 $39K — +0.0% 5Q SEC ↗
27 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 417 $27K — +0.0% 18Q SEC ↗
28 VIMA LLC NEW 372 $24K — +0.0% 1Q SEC ↗
29 ARCADIA INVESTMENT ADVISORS LLC 245 $16K — +0.0% 24Q SEC ↗
30 Keating Financial Advisory Services, I 169 $11K — +0.0% 3Q SEC ↗
31 Park Place Capital Corp 161 $11K — +0.0% 2Q SEC ↗
32 JPMORGAN CHASE & CO NEW 144 $9K — +0.0% 1Q SEC ↗
33 Steward Partners Investment Advisory, 25 $2K — +0.0% 7Q SEC ↗
34 HRT FINANCIAL LP 0 $0K -9,026 -100.0% 2Q SEC ↗
35 JANE STREET GROUP, LLC 0 $0K -3,804 -100.0% 1Q SEC ↗
36 CITADEL ADVISORS LLC 0 $0K -5,258 -100.0% 1Q SEC ↗
37 Del-Sette Capital Management, LLC 0 $0K -10,937 -100.0% 3Q SEC ↗
38 Clearstead Advisors, LLC 0 $0K -500 -100.0% 8Q SEC ↗
39 WELLS FARGO & COMPANY/MN 0 $0K — — 33Q SEC ↗
40 WEALTH ENHANCEMENT ADVISORY SERVICES, 0 $0K -3,596 -100.0% 4Q SEC ↗
41 BANK OF AMERICA CORP /DE 0 $0K -1,258 -100.0% 13Q SEC ↗
42 Murphy, Middleton, Hinkle & Parker, In 0 $0K -627 -100.0% 1Q SEC ↗

Recent Activity

New Positions (5)
HolderSharesValue
Kingsview Wealth Management, LLC 112,789 $7M
FLOW TRADERS U.S. LLC 5,377 $351K
Beacon Pointe Advisors, LLC 5,000 $327K
VIMA LLC 372 $24K
JPMORGAN CHASE & CO 144 $9K
Sold Out (8)
Biggest Increases (2)
HolderAddedChange %Total Shares
Geneos Wealth Management Inc. +2,500 +100.0% 5,000
LPL Financial LLC +949 +4.4% 22,450
Biggest Decreases (8)
HolderReducedChange %Total Shares
Tower Research Capital LLC (TRC) -3,146 -33.6% 6,227
RAYMOND JAMES FINANCIAL INC -1,201 -0.8% 158,385
Morey & Quinn Wealth Partners, LLC -725 -15.4% 3,979
SUSQUEHANNA INTERNATIONAL GROUP, LL -685 -10.7% 5,744
Aspire Growth Partners LLC -117 -1.1% 10,401
HBK Sorce Advisory LLC -24 -0.3% 8,602
Millstone Evans Group, LLC -17 -0.4% 4,065
UBS Group AG -1 -0.1% 781

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

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