$100.63

+0.05 (+0.05%)

Weekly Expected Move ±0.3%

$100 $100 $101 $101 $101

ETF AMEX · AUM $85.2B

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

Institutional Ownership — SGOV

1,279

Institutional Holders

+80 vs prior quarter

0.0%

Ownership

+0.00pp

20B

Total Invested

181

New Positions

535

Increased

490

Reduced

142

Closed

0.33

Put/Call Ratio

Ownership Trends

Top Institutional Holders (1402 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	BANK OF AMERICA CORP /DE	12,170,491	1.2B	+1,420,276	+13.2%	13Q	SEC ↗
2	LPL Financial LLC	10,856,515	1.1B	+2,060,160	+23.4%	13Q	SEC ↗
3	Howard Capital Management Inc. NEW	9,335,100	$939M	—	+0.0%	1Q	SEC ↗
4	MORGAN STANLEY	7,998,636	$805M	-252,671	-3.1%	12Q	SEC ↗
5	UBS Group AG	5,134,550	$517M	+2,543,358	+98.2%	13Q	SEC ↗
6	CIBC Private Wealth Group LLC	4,141,877	$417M	+2,335,616	+129.3%	10Q	SEC ↗
7	CIBC Bancorp USA Inc. NEW	3,959,338	$398M	—	+0.0%	1Q	SEC ↗
8	Cerity Partners LLC	3,565,410	$359M	-377,657	-9.6%	13Q	SEC ↗
9	RAYMOND JAMES FINANCIAL INC	3,522,788	$354M	+850,844	+31.8%	6Q	SEC ↗
10	AMERIPRISE FINANCIAL INC	3,378,208	$340M	+1,360,553	+67.4%	13Q	SEC ↗
11	OSAIC HOLDINGS, INC.	2,699,683	$272M	+109,750	+4.2%	13Q	SEC ↗
12	ROYAL BANK OF CANADA	2,691,521	$271M	+341,164	+14.5%	13Q	SEC ↗
13	JPMORGAN CHASE & CO	2,574,482	$259M	+223,686	+9.5%	13Q	SEC ↗
14	Focus Partners Wealth	2,508,022	$252M	+251,961	+11.2%	10Q	SEC ↗
15	ENVESTNET ASSET MANAGEMENT INC	2,363,918	$238M	+1,236,858	+109.7%	13Q	SEC ↗
16	GM Advisory Group, LLC	2,314,674	$233M	-178,817	-7.2%	13Q	SEC ↗
17	Robinhood Asset Management, LLC	2,306,054	$232M	+535,380	+30.2%	2Q	SEC ↗
18	NorthRock Partners, LLC	2,242,910	$226M	+223,483	+11.1%	12Q	SEC ↗
19	CAPTRUST FINANCIAL ADVISORS	2,182,769	$220M	+175,627	+8.8%	13Q	SEC ↗
20	Cetera Investment Advisers	2,142,221	$216M	+234,797	+12.3%	13Q	SEC ↗
21	WELLS FARGO & COMPANY/MN	1,859,430	$187M	+427,385	+29.8%	12Q	SEC ↗
22	Gotham Asset Management, LLC	1,787,394	$180M	+235,224	+15.2%	6Q	SEC ↗
23	CONFLUENCE INVESTMENT MANAGEMENT LLC	1,753,514	$176M	-337,728	-16.1%	10Q	SEC ↗
24	WOODLEY FARRA MANION PORTFOLIO MANAGEM	1,715,434	$173M	+417,354	+32.2%	13Q	SEC ↗
25	Hilton Capital Management, LLC NEW	1,563,252	$157M	—	+0.0%	1Q	SEC ↗
26	Westerkirk Capital Inc.	1,523,760	$153M	—	+0.0%	2Q	SEC ↗
27	Waverly Advisors, LLC	1,510,486	$152M	+39,429	+2.7%	13Q	SEC ↗
28	WEALTH ENHANCEMENT ADVISORY SERVICES,	1,459,670	$147M	-665,877	-31.3%	11Q	SEC ↗
29	Farther Finance Advisors, LLC	1,412,375	$142M	+359,190	+34.1%	13Q	SEC ↗
30	EQUITY INVESTMENT CORP	1,346,116	$135M	+759,075	+129.3%	12Q	SEC ↗
31	MAI Capital Management	1,313,780	$132M	-42,655	-3.1%	6Q	SEC ↗
32	Marex Group plc	1,208,994	$122M	+734,309	+154.7%	3Q	SEC ↗
33	PEAPACK GLADSTONE FINANCIAL CORP	1,202,367	$121M	+78,178	+7.0%	12Q	SEC ↗
34	NORTHWESTERN MUTUAL WEALTH MANAGEMENT	1,160,176	$117M	-3,596	-0.3%	13Q	SEC ↗
35	CX Institutional	1,147,807	$116M	-134,092	-10.5%	10Q	SEC ↗
36	Cynosure Group, LLC	1,136,308	$114M	-51,667	-4.3%	12Q	SEC ↗
37	Balentine LLC	1,121,568	$113M	+114,643	+11.4%	12Q	SEC ↗
38	KNIGHTSBRIDGE ASSET MANAGEMENT, LLC NEW	1,111,920	$112M	—	+0.0%	1Q	SEC ↗
39	Alpha Wealth Funds, LLC	1,102,060	$111M	+50,992	+4.9%	6Q	SEC ↗
40	Cheviot Value Management, LLC	1,068,008	$107M	+91,953	+9.4%	5Q	SEC ↗
41	PRUDENTIAL FINANCIAL INC	1,041,963	$105M	-193,750	-15.7%	10Q	SEC ↗
42	Mutual Advisors, LLC	1,022,493	$103M	+13,538	+1.3%	12Q	SEC ↗
43	3EDGE Asset Management, LP	1,012,944	$102M	+588,843	+138.8%	6Q	SEC ↗
44	Wealthfront Advisers LLC	992,541	$100M	+116,781	+13.3%	10Q	SEC ↗
45	AE Wealth Management LLC	967,416	$97M	+328,427	+51.4%	13Q	SEC ↗
46	AlphaStar Capital Management, LLC	927,225	$93M	+350,828	+60.9%	13Q	SEC ↗
47	POTOMAC FUND MANAGEMENT INC /ADV	905,656	$91M	+50,135	+5.9%	4Q	SEC ↗
48	HighTower Advisors, LLC	899,725	$91M	+161,595	+21.9%	13Q	SEC ↗
49	Vigilare Wealth Management	891,364	$90M	+729,500	+450.7%	13Q	SEC ↗
50	Kestra Advisory Services, LLC	890,824	$90M	+537,852	+152.4%	12Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
Howard Capital Management Inc.	9,335,100	$939M
CIBC Bancorp USA Inc.	3,959,338	$398M
Hilton Capital Management, LLC	1,563,252	$157M
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC	1,111,920	$112M
McElhenny Sheffield Capital Managem	757,217	$76M
Dakota Wealth Management	440,907	$44M
Proficio Capital Partners LLC	440,781	$44M
Leo H. Evart, Inc.	391,496	$39M
Wheelhouse Advisory Group LLC	350,428	$35M
Tolleson Wealth Management, Inc.	312,901	$31M
Henderson Brothers Financial Partne	311,936	$31M
George Kaiser Family Foundation	252,558	$25M
Cornerstone Planning, LLC	233,438	$23M
Talon Private Wealth, LLC	224,963	$23M
Occidental Asset Management, LLC	211,303	$21M
Bramshill Investments, LLC	210,000	$21M
Kera Capital Partners, Inc.	185,096	$19M
TOTH FINANCIAL ADVISORY CORP	180,867	$18M
Spartan Wealth Advisory Services LL	180,835	$18M
Navigate Wealth Management, LLC	174,555	$18M

Sold Out (20)

Holder	Prev Shares	Prev Value
Privium Fund Management (UK) Ltd	1,300,000	$131M
Kovitz Investment Group Partners, L	1,164,581	$117M
Ryan Investment Management, Inc.	375,265	$38M
TABR Capital Management, LLC	244,784	$25M
TLWM	233,603	$24M
BRIGHTON JONES LLC	168,104	$17M
Turim 21 Investimentos Ltda.	147,337	$15M
NewEdge Advisors, LLC	122,307	$12M
Michelson Medical Research Foundati	116,226	$12M
BERKSHIRE ASSET MANAGEMENT LLC/PA	112,478	$11M
Mendota Financial Group, LLC	104,925	$11M
Strategic Equity Management	79,021	$8M
Teca Partners, LP	76,000	$8M
CITADEL ADVISORS LLC	55,714	$6M
Archer Investment Management, LLC	55,266	$6M
Promus Capital, LLC	54,580	$5M
Astra Wealth Partners LLC	51,984	$5M
Sterling Investment Counsel, LLC	46,434	$5M
First Pacific Advisors, LP	40,837	$4M
QUATTRO FINANCIAL ADVISORS LLC	34,297	$3M

Biggest Increases (20)

Holder	Added	Change %	Total Shares
UBS Group AG	+2,543,358	+98.2%	5,134,550
CIBC Private Wealth Group LLC	+2,335,616	+129.3%	4,141,877
LPL Financial LLC	+2,060,160	+23.4%	10,856,515
BANK OF AMERICA CORP /DE	+1,420,276	+13.2%	12,170,491
AMERIPRISE FINANCIAL INC	+1,360,553	+67.4%	3,378,208
ENVESTNET ASSET MANAGEMENT INC	+1,236,858	+109.7%	2,363,918
RAYMOND JAMES FINANCIAL INC	+850,844	+31.8%	3,522,788
JNBA Financial Advisors	+846,005	+66772.3%	847,272
EQUITY INVESTMENT CORP	+759,075	+129.3%	1,346,116
Marex Group plc	+734,309	+154.7%	1,208,994
Vigilare Wealth Management	+729,500	+450.7%	891,364
3EDGE Asset Management, LP	+588,843	+138.8%	1,012,944
Journey Advisory Group, LLC	+550,820	+638.9%	637,029
Kestra Advisory Services, LLC	+537,852	+152.4%	890,824
Robinhood Asset Management, LLC	+535,380	+30.2%	2,306,054
Maxi Investments CY Ltd	+519,800	+196.2%	784,800
Parkway Wealth Management Group, LL	+508,168	+6346.5%	516,175
CWM, LLC	+432,092	+126.2%	774,491
WELLS FARGO & COMPANY/MN	+427,385	+29.8%	1,859,430
WOODLEY FARRA MANION PORTFOLIO MANA	+417,354	+32.2%	1,715,434

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
AXXCESS WEALTH MANAGEMENT, LLC	-3,739,139	-95.7%	168,139
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV	-684,874	-60.7%	443,120
WEALTH ENHANCEMENT ADVISORY SERVICE	-665,877	-31.3%	1,459,670
Aaron Wealth Advisors LLC	-510,753	-44.1%	647,381
Ridgepath Capital Management LLC	-465,761	-71.9%	181,832
Sequoia Financial Advisors, LLC	-445,500	-46.2%	519,482
Cerity Partners LLC	-377,657	-9.6%	3,565,410
Rockefeller Capital Management L.P.	-377,259	-46.4%	435,741
Composition Wealth, LLC	-373,560	-39.9%	563,677
STIFEL FINANCIAL CORP	-350,145	-33.4%	698,933
CONFLUENCE INVESTMENT MANAGEMENT LL	-337,728	-16.1%	1,753,514
AWM CAPITAL, LLC	-307,780	-31.7%	662,969
CONSOLIDATED CAPITAL MANAGEMENT, LL	-291,938	-95.8%	12,941
Empowered Funds, LLC	-286,915	-55.5%	230,373
Corient Private Wealth LLC	-285,761	-63.4%	165,052
Opus Capital Group, LLC	-282,560	-93.0%	21,398
Zurich Insurance Group Ltd/FI	-255,646	-38.0%	417,450
MORGAN STANLEY	-252,671	-3.1%	7,998,636
Resonant Capital Advisors, LLC	-225,039	-44.5%	281,061
Elm Partners Management LLC	-194,722	-40.6%	284,362

SGOV

Institutional Ownership — SGOV

Ownership Trends

Top Institutional Holders (1402 total)

Recent Activity

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