$39.37

+0.33 (+0.85%)

Weekly Expected Move ±1.2%

$38 $39 $39 $40 $40

ETF AMEX · AUM $2.2B

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

Institutional Ownership — SFLR

248

Institutional Holders

+36 vs prior quarter

0.0%

Ownership

+0.00pp

Total Invested

New Positions

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (260 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	BANK OF AMERICA CORP /DE	6,161,003	243M	+240,700	+4.1%	5Q	SEC ↗
2	LPL Financial LLC	6,038,926	238M	+1,449,756	+31.6%	10Q	SEC ↗
3	ENVESTNET ASSET MANAGEMENT INC	4,914,894	193M	+4,347,835	+766.7%	12Q	SEC ↗
4	Americana Partners, LLC	3,471,601	137M	+986,016	+39.7%	3Q	SEC ↗
5	Kingsview Wealth Management, LLC	2,404,900	95M	+237,342	+10.9%	11Q	SEC ↗
6	COMMONWEALTH EQUITY SERVICES, LLC	1,590,696	63M	+31,088	+2.0%	10Q	SEC ↗
7	Chicago Partners Investment Group LLC	1,102,852	43M	-173,304	-13.6%	13Q	SEC ↗
8	Cambridge Investment Research Advisors	927,070	36M	+120,895	+15.0%	11Q	SEC ↗
9	OSAIC HOLDINGS, INC.	702,661	28M	+220,476	+45.7%	15Q	SEC ↗
10	Liberty Atlantic Advisors LLC	682,497	27M	+44,591	+7.0%	3Q	SEC ↗
11	ATTICUS WEALTH MANAGEMENT, LLC	644,710	25M	+626,597	+3459.4%	3Q	SEC ↗
12	Cetera Investment Advisers	639,865	25M	+256,986	+67.1%	9Q	SEC ↗
13	WETZEL INVESTMENT ADVISORS, INC.	631,184	25M	+141,747	+29.0%	8Q	SEC ↗
14	Brookstone Capital Management	630,487	25M	+226,767	+56.2%	13Q	SEC ↗
15	VanWeelden Wealth Management, LLC	564,622	22M	+402,208	+247.6%	2Q	SEC ↗
16	Delta Investment Management, LLC	554,025	22M	-4,285	-0.8%	11Q	SEC ↗
17	RAYMOND JAMES FINANCIAL INC	518,730	20M	+86,369	+20.0%	5Q	SEC ↗
18	Rothschild Wealth LLC	432,556	17M	+59,819	+16.0%	10Q	SEC ↗
19	UNITED CAPITAL FINANCIAL ADVISORS, LLC NEW	384,276	15M	—	+0.0%	1Q	SEC ↗
20	HighTower Advisors, LLC	379,876	15M	+16,033	+4.4%	5Q	SEC ↗
21	PRINCIPAL SECURITIES, INC. NEW	354,662	14M	—	+0.0%	1Q	SEC ↗
22	Rockefeller Capital Management L.P.	311,487	12M	+42,837	+15.9%	3Q	SEC ↗
23	Southland Equity Partners LLC	304,474	12M	-9,193	-2.9%	8Q	SEC ↗
24	Private Advisor Group, LLC	280,125	11M	+62,095	+28.5%	6Q	SEC ↗
25	AE Wealth Management LLC	278,719	11M	+31,475	+12.7%	12Q	SEC ↗
26	MML INVESTORS SERVICES, LLC	263,568	10M	+15,027	+6.0%	7Q	SEC ↗
27	Envestnet Portfolio Solutions, Inc. NEW	258,979	10M	—	+0.0%	1Q	SEC ↗
28	ELEVATION POINT WEALTH PARTNERS, LLC NEW	255,636	10M	—	+0.0%	1Q	SEC ↗
29	Vestmark Advisory Solutions, Inc. NEW	255,376	10M	—	+0.0%	1Q	SEC ↗
30	Stratos Wealth Partners, LTD.	254,078	10M	+44,457	+21.2%	9Q	SEC ↗
31	Pinnacle Wealth Management Group, Inc.	247,451	10M	+3,426	+1.4%	10Q	SEC ↗
32	Pallas Capital Advisors LLC	244,389	10M	+8,970	+3.8%	6Q	SEC ↗
33	CCG WEALTH MANAGEMENT, LLC	244,326	10M	-11,420	-4.5%	4Q	SEC ↗
34	NewCorp Financial Services, Inc.	241,758	10M	+13,641	+6.0%	3Q	SEC ↗
35	WINNACLE WEALTH LLC	239,310	9M	-3,669	-1.5%	4Q	SEC ↗
36	NewEdge Advisors, LLC	221,852	9M	+85,739	+63.0%	10Q	SEC ↗
37	EVOLUTION WEALTH MANAGEMENT INC.	218,621	9M	-6,275	-2.8%	5Q	SEC ↗
38	Snowden Capital Advisors LLC	216,783	9M	+7,587	+3.6%	3Q	SEC ↗
39	Perennial Investment Advisors, LLC	208,597	8M	+6,584	+3.3%	10Q	SEC ↗
40	ATX Financial Planning, LLC	203,220	8M	-2,854	-1.4%	3Q	SEC ↗
41	WELLS FARGO & COMPANY/MN NEW	202,875	8M	—	+0.0%	1Q	SEC ↗
42	Global Retirement Partners, LLC NEW	197,140	8M	—	+0.0%	1Q	SEC ↗
43	Farther Finance Advisors, LLC	196,503	8M	-35,784	-15.4%	6Q	SEC ↗
44	First Commonwealth Financial Corp /PA	187,861	7M	-2,455	-1.3%	14Q	SEC ↗
45	CWM, LLC	187,696	7M	+12,517	+7.1%	6Q	SEC ↗
46	Triumph Capital Management	186,151	7M	+4,774	+2.6%	12Q	SEC ↗
47	Thrivent Financial for Lutherans	185,103	7M	+12,761	+7.4%	5Q	SEC ↗
48	INDEPENDENT FINANCIAL GROUP, LLC	168,868	7M	+83,505	+97.8%	10Q	SEC ↗
49	Tradition Wealth Management, LLC NEW	165,630	7M	—	+0.0%	1Q	SEC ↗
50	Visionary Wealth Advisors	163,500	6M	+3,374	+2.1%	5Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
UNITED CAPITAL FINANCIAL ADVISORS,	384,276	15M
PRINCIPAL SECURITIES, INC.	354,662	14M
Envestnet Portfolio Solutions, Inc.	258,979	10M
ELEVATION POINT WEALTH PARTNERS, LL	255,636	10M
Vestmark Advisory Solutions, Inc.	255,376	10M
WELLS FARGO & COMPANY/MN	202,875	8M
Global Retirement Partners, LLC	197,140	8M
Tradition Wealth Management, LLC	165,630	7M
Summit Financial, LLC	69,900	3M
Amicus Financial Advisors, LLC	29,494	1M
Keebeck Wealth Management	25,246	994K
TOUNJIAN ADVISORY PARTNERS, LLC	24,014	945K
Innovative Asset Advisors Group, LL	23,992	945K
MGO ONE SEVEN LLC	20,145	793K
Bank of New York Mellon Corp	17,024	670K
LifePlan Investment Advisors, Inc.	16,001	630K
Beacon Financial Strategies CORP	13,987	551K
MARIPAU WEALTH MANAGEMENT LLC	13,904	547K
William Mack & Associates, Inc.	13,082	515K
B. Riley Wealth Advisors, Inc.	12,853	506K

Sold Out (20)

Holder	Prev Shares	Prev Value
Authentikos Wealth Advisory, LLC	207,484	8M
Independent Advisor Alliance	95,048	4M
NORTHWESTERN MUTUAL WEALTH MANAGEME	81,483	3M
Concorde Asset Management, LLC	77,917	3M
Collaborative Wealth Managment Inc.	57,575	2M
SUSQUEHANNA INTERNATIONAL GROUP, LL	51,507	2M
Kraft, Davis & Associates, LLC	43,610	2M
Valmark Advisers, Inc.	39,709	2M
Lifeworks Advisors, LLC	37,414	1M
Mutual Advisors, LLC	36,394	1M
SeaCrest Wealth Management, LLC	36,069	1M
Davies Financial Advisors, Inc.	34,447	1M
Bright Futures Wealth Management, L	33,460	1M
CITADEL ADVISORS LLC	24,787	976K
Financial Futures Ltd Liability Co.	10,112	398K
Keystone Wealth Services, LLC	9,822	387K
BCS Wealth Management	8,242	324K
SMI Advisory Services, LLC	7,857	309K
WEDBUSH SECURITIES INC	6,800	268K
JOHNSON INVESTMENT COUNSEL INC	6,630	261K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
ENVESTNET ASSET MANAGEMENT INC	+4,347,835	+766.7%	4,914,894
LPL Financial LLC	+1,449,756	+31.6%	6,038,926
Americana Partners, LLC	+986,016	+39.7%	3,471,601
ATTICUS WEALTH MANAGEMENT, LLC	+626,597	+3459.4%	644,710
VanWeelden Wealth Management, LLC	+402,208	+247.6%	564,622
Cetera Investment Advisers	+256,986	+67.1%	639,865
BANK OF AMERICA CORP /DE	+240,700	+4.1%	6,161,003
Kingsview Wealth Management, LLC	+237,342	+10.9%	2,404,900
Brookstone Capital Management	+226,767	+56.2%	630,487
OSAIC HOLDINGS, INC.	+220,476	+45.7%	702,661
WETZEL INVESTMENT ADVISORS, INC.	+141,747	+29.0%	631,184
Split Rock Private Trading & Wealth	+126,834	+1044.2%	138,981
Cambridge Investment Research Advis	+120,895	+15.0%	927,070
Integrated Wealth Concepts LLC	+112,450	+328.3%	146,701
Worth Financial Advisory Group, LLC	+87,688	+145.8%	147,818
RAYMOND JAMES FINANCIAL INC	+86,369	+20.0%	518,730
NewEdge Advisors, LLC	+85,739	+63.0%	221,852
INDEPENDENT FINANCIAL GROUP, LLC	+83,505	+97.8%	168,868
Private Advisor Group, LLC	+62,095	+28.5%	280,125
Rothschild Wealth LLC	+59,819	+16.0%	432,556

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
Chicago Partners Investment Group L	-173,304	-13.6%	1,102,852
Advisory Services Network, LLC	-162,392	-52.0%	149,841
HFG Wealth Management, LLC	-81,546	-48.3%	87,145
Mariner, LLC	-54,620	-74.9%	18,325
Whipplewood Advisors, LLC	-49,881	-94.2%	3,086
Kestra Advisory Services, LLC	-42,071	-22.5%	144,682
Farther Finance Advisors, LLC	-35,784	-15.4%	196,503
Trek Financial, LLC	-20,564	-18.6%	90,110
Gateway Wealth Partners, LLC	-15,558	-58.4%	11,102
Steward Partners Investment Advisor	-11,448	-8.0%	131,973
CCG WEALTH MANAGEMENT, LLC	-11,420	-4.5%	244,326
Southland Equity Partners LLC	-9,193	-2.9%	304,474
Aptus Capital Advisors, LLC	-8,073	-64.4%	4,469
Meridian Wealth Management, LLC	-7,377	-11.7%	55,492
EVOLUTION WEALTH MANAGEMENT INC.	-6,275	-2.8%	218,621
MORGAN STANLEY	-4,950	-87.5%	708
SIGNATUREFD, LLC	-4,679	-8.9%	48,166
Delta Investment Management, LLC	-4,285	-0.8%	554,025
HBW ADVISORY SERVICES LLC	-4,270	-22.3%	14,910
Sequoia Financial Advisors, LLC	-3,724	-12.8%	25,426

SFLR Institutional Ownership

Institutional Ownership — SFLR

Ownership Trends

Top Institutional Holders (260 total)

Recent Activity

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