SECT Institutional Ownership
Main Sector Rotation ETF
1W: +0.1%
1M: +1.6%
3M: +1.0%
YTD: +12.0%
1Y: +14.3%
3Y: +74.1%
5Y: +76.8%
$72.40
+0.53 (+0.74%)
Weekly Expected Move ±1.6%
$70
$71
$72
$74
$75
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — SECT
138
Institutional Holders
+14 vs prior quarter
0.0%
Ownership
+0.00pp
3B
Total Invested
26
New Positions
47
Increased
48
Reduced
9
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (147 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Orion Porfolio Solutions, LLC | 17,402,704 | 1.3B | -57,419 | -0.3% | 14Q | SEC ↗ |
| 2 | OSAIC HOLDINGS, INC. | 6,193,703 | $448M | +8,050 | +0.1% | 26Q | SEC ↗ |
| 3 | LPL Financial LLC | 5,688,149 | $412M | +579,234 | +11.3% | 33Q | SEC ↗ |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 1,389,250 | $101M | +44,183 | +3.3% | 31Q | SEC ↗ |
| 5 | POTOMAC FUND MANAGEMENT INC /ADV | 845,221 | $61M | +12,754 | +1.5% | 7Q | SEC ↗ |
| 6 | CreativeOne Wealth, LLC | 647,836 | $47M | -79,321 | -10.9% | 16Q | SEC ↗ |
| 7 | GeoWealth Management, LLC | 613,483 | $44M | +74,954 | +13.9% | 14Q | SEC ↗ |
| 8 | Main Management LLC | 392,324 | $28M | -4,760 | -1.2% | 36Q | SEC ↗ |
| 9 | Copley Financial Group, Inc. | 384,988 | $28M | +140,757 | +57.6% | 8Q | SEC ↗ |
| 10 | Cetera Investment Advisers | 346,474 | $25M | -8,232 | -2.3% | 15Q | SEC ↗ |
| 11 | Madrona Financial Services, LLC | 261,358 | $19M | +5,758 | +2.3% | 14Q | SEC ↗ |
| 12 | Mutual Advisors, LLC | 246,758 | $18M | +12,448 | +5.3% | 21Q | SEC ↗ |
| 13 | INTEGRITY ALLIANCE, LLC. | 216,151 | $16M | +5,072 | +2.4% | 7Q | SEC ↗ |
| 14 | Gibbs Wealth Management | 212,191 | $15M | +40,132 | +23.3% | 9Q | SEC ↗ |
| 15 | Encompass More Asset Management | 176,200 | $13M | +7,424 | +4.4% | 11Q | SEC ↗ |
| 16 | Silver Grove Financial Group, Inc. | 162,820 | $12M | +9,549 | +6.2% | 4Q | SEC ↗ |
| 17 | AMG Asset Management Group, Inc. | 153,480 | $11M | -5,374 | -3.4% | 3Q | SEC ↗ |
| 18 | Ausdal Financial Partners, Inc. | 134,956 | $10M | -8,733 | -6.1% | 4Q | SEC ↗ |
| 19 | CWM, LLC | 116,491 | $8M | +20,007 | +20.7% | 10Q | SEC ↗ |
| 20 | Atria Investments, Inc | 116,376 | $8M | -29,079 | -20.0% | 15Q | SEC ↗ |
| 21 | HARBOUR INVESTMENTS, INC. | 116,026 | $8M | -17,077 | -12.8% | 17Q | SEC ↗ |
| 22 | Spire Wealth Management | 106,703 | $8M | -24,916 | -18.9% | 15Q | SEC ↗ |
| 23 | Triad Wealth Partners, LLC | 103,495 | $7M | +93,321 | +917.2% | 5Q | SEC ↗ |
| 24 | Envestnet Portfolio Solutions, Inc. | 86,525 | $6M | -1,311 | -1.5% | 12Q | SEC ↗ |
| 25 | Virtue Capital Management, LLC | 85,721 | $6M | +13,465 | +18.6% | 4Q | SEC ↗ |
| 26 | Cambridge Investment Research Advisors | 78,653 | $6M | +6,137 | +8.5% | 36Q | SEC ↗ |
| 27 | Geneos Wealth Management Inc. | 77,629 | $6M | -1,007 | -1.3% | 35Q | SEC ↗ |
| 28 | Echo45 Advisors LLC | 68,750 | $5M | -1,382 | -2.0% | 7Q | SEC ↗ |
| 29 | Mariner, LLC | 66,390 | $5M | -40,636 | -38.0% | 3Q | SEC ↗ |
| 30 | PACIFIC FINANCIAL GROUP INC | 64,658 | $5M | +5,479 | +9.3% | 3Q | SEC ↗ |
| 31 | Waverly Advisors, LLC | 48,684 | $4M | +2,475 | +5.4% | 3Q | SEC ↗ |
| 32 | GWN SECURITIES INC. | 48,013 | $3M | +5,145 | +12.0% | 7Q | SEC ↗ |
| 33 | Advantage Trust Co | 47,492 | $3M | +777 | +1.7% | 7Q | SEC ↗ |
| 34 | Tactive Advisors, LLC | 41,307 | $3M | -3,776 | -8.4% | 5Q | SEC ↗ |
| 35 | Balefire, LLC | 41,188 | $3M | -6,792 | -14.2% | 6Q | SEC ↗ |
| 36 | CFC Planning Co LLC | 41,100 | $3M | -648 | -1.6% | 7Q | SEC ↗ |
| 37 | Synergy Investment Management, LLC | 38,780 | $3M | -524 | -1.3% | 2Q | SEC ↗ |
| 38 | Lunt Capital Management, Inc. | 37,166 | $3M | -252 | -0.7% | 13Q | SEC ↗ |
| 39 | Ethos Financial Group, LLC | 34,437 | $2M | +28,379 | +468.5% | 12Q | SEC ↗ |
| 40 | VICTORY FINANCIAL GROUP, LLC | 34,187 | $2M | +21,634 | +172.3% | 3Q | SEC ↗ |
| 41 | Signal Advisors Wealth, LLC | 33,183 | $2M | +11,546 | +53.4% | 5Q | SEC ↗ |
| 42 | WORLD EQUITY GROUP, INC. | 33,018 | $2M | +8,638 | +35.4% | 15Q | SEC ↗ |
| 43 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 31,686 | $2M | -13,731 | -30.2% | 9Q | SEC ↗ |
| 44 | FLORIDA FINANCIAL ADVISORS, LLC | 29,445 | $2M | -3,510 | -10.7% | 11Q | SEC ↗ |
| 45 | Independent Wealth Network Inc. | 27,935 | $2M | +3,445 | +14.1% | 20Q | SEC ↗ |
| 46 | BAM Wealth Management, LLC | 26,870 | $2M | +5,704 | +26.9% | 4Q | SEC ↗ |
| 47 | SILVER OAK SECURITIES, INCORPORATED | 26,271 | $2M | +437 | +1.7% | 11Q | SEC ↗ |
| 48 | Fiduciary Alliance LLC | 24,286 | $2M | -349 | -1.4% | 15Q | SEC ↗ |
| 49 | COMMONWEALTH EQUITY SERVICES, LLC | 24,007 | $2M | +1,374 | +6.1% | 12Q | SEC ↗ |
| 50 | Simplicity Wealth,LLC | 22,084 | $2M | +105 | +0.5% | 10Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| WIN ADVISORS, INC | 6,767 | $490K |
| Diversify Advisory Services, LLC | 5,154 | $373K |
| UBS Group AG | 4,404 | $319K |
| Qube Research & Technologies Ltd | 4,301 | $311K |
| Fourth Dimension Wealth, LLC | 3,902 | $283K |
| Perigon Wealth Management, LLC | 3,301 | $239K |
| Waterfront Wealth Inc. | 3,300 | $239K |
| Ameritas Advisory Services, LLC | 3,276 | $237K |
| Mission Financial Group, LLC | 3,244 | $235K |
| GOLDMAN SACHS GROUP INC | 3,200 | $232K |
| ProVise Management Group, LLC | 3,141 | $227K |
| Magnus Financial Group LLC | 3,066 | $222K |
| Brookstone Capital Management | 3,049 | $221K |
| Regatta Research & Money Management | 2,963 | $215K |
| First Commonwealth Financial Corp / | 2,942 | $213K |
| Veracity Capital LLC | 2,917 | $211K |
| Squire Investment Management Compan | 2,905 | $210K |
| Creative Planning | 2,889 | $209K |
| Csenge Advisory Group | 2,776 | $201K |
| FMR LLC | 2,491 | $180K |
Sold Out (16)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Virtu Financial LLC | 17,374 | $1M |
| Baer Investment Advisory LLC | 12,553 | $909K |
| Brookwood Investment Group LLC | 10,586 | $766K |
| Coppell Advisory Solutions LLC | 10,523 | $762K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 8,714 | $631K |
| Private Advisor Group, LLC | 8,650 | $626K |
| OLD MISSION CAPITAL LLC | 4,674 | $338K |
| Wilian Securities, LLC | 4,060 | $294K |
| Bison Wealth, LLC | 3,891 | $282K |
| WHITTIER TRUST CO | 3,524 | $255K |
| Aptus Capital Advisors, LLC | 3,312 | $240K |
| NewEdge Advisors, LLC | 858 | $62K |
| IFC & Insurance Marketing, Inc. | 655 | $47K |
| Vision Retirement, LLC | 290 | $21K |
| NBC SECURITIES, INC. | 278 | $20K |
| Root Financial Partners, LLC | 9 | $1K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Sigma Planning Corp | -121,594 | -92.7% | 9,611 |
| CreativeOne Wealth, LLC | -79,321 | -10.9% | 647,836 |
| Orion Porfolio Solutions, LLC | -57,419 | -0.3% | 17,402,704 |
| Mariner, LLC | -40,636 | -38.0% | 66,390 |
| Atria Investments, Inc | -29,079 | -20.0% | 116,376 |
| Spire Wealth Management | -24,916 | -18.9% | 106,703 |
| FLOW TRADERS U.S. LLC | -20,492 | -78.9% | 5,469 |
| HARBOUR INVESTMENTS, INC. | -17,077 | -12.8% | 116,026 |
| CITADEL ADVISORS LLC | -15,245 | -42.0% | 21,050 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -13,731 | -30.2% | 31,686 |
| Foundations Investment Advisors, LL | -12,621 | -55.1% | 10,278 |
| Ausdal Financial Partners, Inc. | -8,733 | -6.1% | 134,956 |
| Cetera Investment Advisers | -8,232 | -2.3% | 346,474 |
| Balefire, LLC | -6,792 | -14.2% | 41,188 |
| AMG Asset Management Group, Inc. | -5,374 | -3.4% | 153,480 |
| Main Management LLC | -4,760 | -1.2% | 392,324 |
| Tactive Advisors, LLC | -3,776 | -8.4% | 41,307 |
| INDEPENDENT FINANCIAL GROUP, LLC | -3,548 | -18.0% | 16,192 |
| FLORIDA FINANCIAL ADVISORS, LLC | -3,510 | -10.7% | 29,445 |
| EverSource Wealth Advisors, LLC | -3,192 | -50.0% | 3,192 |