$100.69

+0.02 (+0.02%)

Weekly Expected Move ±0.0%

$101 $101 $101 $101 $101

ETF NYSE · AUM $96.2B

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

Institutional Ownership — SGOV

1,410

Institutional Holders

+111 vs prior quarter

0.0%

Ownership

+0.00pp

22B

Total Invested

192

New Positions

546

Increased

592

Reduced

Closed

0.50

Put/Call Ratio

Ownership Trends

Top Institutional Holders (1469 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	BANK OF AMERICA CORP /DE	11,457,135	1.2B	-713,356	-5.9%	15Q	SEC ↗
2	LPL Financial LLC	10,881,968	1.1B	+25,453	+0.2%	18Q	SEC ↗
3	MORGAN STANLEY	8,473,084	853M	+74,077	+0.9%	22Q	SEC ↗
4	UBS Group AG	5,962,248	600M	+827,698	+16.1%	17Q	SEC ↗
5	Cerity Partners LLC	4,545,424	458M	+980,014	+27.5%	14Q	SEC ↗
6	AMERIPRISE FINANCIAL INC	3,803,149	383M	+424,941	+12.6%	16Q	SEC ↗
7	RAYMOND JAMES FINANCIAL INC	3,636,385	366M	+113,597	+3.2%	7Q	SEC ↗
8	OSAIC HOLDINGS, INC.	2,905,328	293M	+205,645	+7.6%	22Q	SEC ↗
9	Robinhood Asset Management, LLC	2,899,608	292M	+593,554	+25.7%	3Q	SEC ↗
10	JPMORGAN CHASE & CO	2,835,573	286M	+261,091	+10.1%	14Q	SEC ↗
11	CIBC Bancorp USA Inc.	2,807,327	283M	-1,152,011	-29.1%	2Q	SEC ↗
12	CONFLUENCE INVESTMENT MANAGEMENT LLC	2,788,012	281M	+1,034,498	+59.0%	11Q	SEC ↗
13	NorthRock Partners, LLC	2,736,985	276M	+494,075	+22.0%	13Q	SEC ↗
14	ROYAL BANK OF CANADA	2,675,275	269M	-16,246	-0.6%	24Q	SEC ↗
15	WELLS FARGO & COMPANY/MN	2,459,867	248M	-159,156	-6.1%	18Q	SEC ↗
16	Focus Partners Wealth	2,373,290	239M	-134,732	-5.4%	11Q	SEC ↗
17	GM Advisory Group, LLC	2,314,674	233M	-178,817	-7.2%	15Q	SEC ↗
18	CAPTRUST FINANCIAL ADVISORS	2,306,528	232M	+123,759	+5.7%	20Q	SEC ↗
19	Wealthspire Advisors, LLC	2,224,301	224M	+2,209,289	+14716.8%	6Q	SEC ↗
20	Cetera Investment Advisers	2,217,429	223M	+75,208	+3.5%	14Q	SEC ↗
21	ENVESTNET ASSET MANAGEMENT INC	2,052,936	207M	-310,982	-13.2%	23Q	SEC ↗
22	CX Institutional	1,847,279	186M	+699,472	+60.9%	11Q	SEC ↗
23	WEALTH ENHANCEMENT ADVISORY SERVICES,	1,670,089	168M	+210,419	+14.4%	12Q	SEC ↗
24	Vise Technologies, Inc.	1,609,405	162M	+1,453,600	+933.0%	5Q	SEC ↗
25	Gotham Asset Management, LLC	1,562,089	157M	+323,739	+26.1%	8Q	SEC ↗
26	Farther Finance Advisors, LLC	1,561,558	157M	+149,183	+10.6%	15Q	SEC ↗
27	Westerkirk Capital Inc.	1,523,760	153M	—	+0.0%	3Q	SEC ↗
28	Waverly Advisors, LLC	1,464,822	147M	-45,664	-3.0%	14Q	SEC ↗
29	MAI Capital Management	1,408,479	142M	+94,699	+7.2%	7Q	SEC ↗
30	Hamilton Capital Partners Inc.	1,279,489	129M	-178,660	-12.3%	8Q	SEC ↗
31	PEAPACK GLADSTONE FINANCIAL CORP	1,245,643	125M	+17,611	+1.4%	15Q	SEC ↗
32	Alpha Wealth Funds, LLC	1,221,972	123M	+119,912	+10.9%	7Q	SEC ↗
33	AE Wealth Management LLC	1,212,408	122M	+244,992	+25.3%	17Q	SEC ↗
34	Wealthfront Advisers LLC	1,167,189	118M	+174,648	+17.6%	11Q	SEC ↗
35	Hilton Capital Management, LLC	1,149,386	116M	-413,866	-26.5%	2Q	SEC ↗
36	NORTHWESTERN MUTUAL WEALTH MANAGEMENT	1,139,981	115M	-20,195	-1.7%	18Q	SEC ↗
37	FIRST WILSHIRE SECURITIES MANAGEMENT I	1,087,949	110M	+421,797	+63.3%	12Q	SEC ↗
38	Hollow Brook Wealth Management LLC	1,077,270	108M	+1,041,576	+2918.1%	5Q	SEC ↗
39	Mutual Advisors, LLC	1,052,850	106M	+30,357	+3.0%	13Q	SEC ↗
40	PRUDENTIAL FINANCIAL INC	1,035,195	104M	-6,768	-0.6%	11Q	SEC ↗
41	Balentine LLC	1,026,567	103M	-95,001	-8.5%	13Q	SEC ↗
42	Kestra Advisory Services, LLC	1,003,580	101M	+112,756	+12.7%	13Q	SEC ↗
43	Cheviot Value Management, LLC	1,002,516	101M	-65,492	-6.1%	6Q	SEC ↗
44	STIFEL FINANCIAL CORP	984,074	99M	+285,141	+40.8%	21Q	SEC ↗
45	Selective Wealth Management, Inc.	963,067	97M	+154,413	+19.1%	13Q	SEC ↗
46	3EDGE Asset Management, LP	935,234	94M	-77,710	-7.7%	7Q	SEC ↗
47	JNBA Financial Advisors	924,007	93M	+76,735	+9.1%	6Q	SEC ↗
48	HighTower Advisors, LLC	865,348	87M	-34,377	-3.8%	17Q	SEC ↗
49	Cresset Asset Management, LLC	846,216	85M	+59,826	+7.6%	12Q	SEC ↗
50	RWWM, INC.	845,240	85M	+124,462	+17.3%	3Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
CITIGROUP INC	528,620	53M
PRAIRIE ADVISORY, LLC	432,456	44M
Fairlight Advisors	348,298	35M
Artisan Partners Limited Partnershi	248,527	25M
MAGNOLIA GROUP, LLC	195,000	20M
Souders Financial Advisors	148,237	15M
Fiduciary Wealth Partners, LLC	145,340	15M
Zuckerman Investment Group, LLC	144,332	15M
ARQ WEALTH ADVISORS, LLC	131,343	13M
TRUST CO OF VERMONT	125,859	13M
Ryan Investment Management, Inc.	112,305	11M
OXFORD FINANCIAL GROUP, LTD. LLC	110,000	11M
Chicago Wealth Management, Inc.	108,427	11M
Diversify Advisory Services, LLC	93,042	9M
F/m Investments LLC	89,562	9M
Momentum Wealth Planning, LLC	88,617	9M
ASHFORD CAPITAL MANAGEMENT INC	87,978	9M
FLOW TRADERS U.S. LLC	86,911	9M
Morrissey Wealth Management, LLC	81,236	8M
Global Retirement Partners, LLC	69,004	7M

Sold Out (20)

Holder	Prev Shares	Prev Value
Privium Fund Management (UK) Ltd	1,300,000	131M
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC	1,111,920	112M
Westfuller Advisors, LLC	239,063	24M
TLWM	233,603	24M
Cornerstone Planning, LLC	233,438	24M
Bramshill Investments, LLC	210,000	21M
Corient Private Wealth LLC	165,052	17M
TABR Capital Management, LLC	122,392	12M
Tidal Investments LLC	107,848	11M
Gagnon Advisors, LLC	95,621	10M
GAGNON SECURITIES LLC	92,702	9M
RD Finance Ltd	86,000	9M
Sonoma Allocations LLC	57,494	6M
Archer Investment Management, LLC	55,266	6M
Astra Wealth Partners LLC	51,984	5M
Pilgrim Partners Asia Pte Ltd	50,000	5M
First Pacific Advisors, LP	40,837	4M
WESPAC Advisors SoCal, LLC	29,805	3M
Pine Valley Investments Ltd Liabili	25,177	3M
GenWealth Group, Inc.	23,784	2M

Biggest Increases (20)

Holder	Added	Change %	Total Shares
Wealthspire Advisors, LLC	+2,209,289	+14716.8%	2,224,301
Vise Technologies, Inc.	+1,453,600	+933.0%	1,609,405
Hollow Brook Wealth Management LLC	+1,041,576	+2918.1%	1,077,270
CONFLUENCE INVESTMENT MANAGEMENT LL	+1,034,498	+59.0%	2,788,012
Cerity Partners LLC	+980,014	+27.5%	4,545,424
UBS Group AG	+827,698	+16.1%	5,962,248
Aptus Capital Advisors, LLC	+765,211	+1552.7%	814,494
CX Institutional	+699,472	+60.9%	1,847,279
Robinhood Asset Management, LLC	+593,554	+25.7%	2,899,608
NorthRock Partners, LLC	+494,075	+22.0%	2,736,985
Arax Advisory Partners	+468,757	+506.5%	561,309
HRT FINANCIAL LP	+451,640	+382.0%	569,856
CWM, LLC	+432,092	+126.2%	774,491
AMERIPRISE FINANCIAL INC	+424,941	+12.6%	3,803,149
FIRST WILSHIRE SECURITIES MANAGEMEN	+421,797	+63.3%	1,087,949
Tower Research Capital LLC (TRC)	+378,127	+1027.6%	414,925
Decker Retirement Planning Inc.	+376,193	+98.1%	759,734
HUB Investment Partners, LLC	+356,877	+106.3%	692,718
ALBION FINANCIAL GROUP /UT	+353,958	+85291.1%	354,373
Gotham Asset Management, LLC	+323,739	+26.1%	1,562,089

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
Howard Capital Management, LLC	-9,332,492	-100.0%	2,608
WOODLEY FARRA MANION PORTFOLIO MANA	-1,389,385	-81.0%	326,049
CIBC Bancorp USA Inc.	-1,152,011	-29.1%	2,807,327
EQUITY INVESTMENT CORP	-1,080,813	-80.3%	265,303
EVOLVE PRIVATE WEALTH, LLC	-774,694	-93.1%	57,481
Marex Group Ltd	-758,920	-62.8%	450,074
Maxi Investments CY Ltd	-737,767	-94.0%	47,033
BANK OF AMERICA CORP /DE	-713,356	-5.9%	11,457,135
Aaron Wealth Advisors LLC	-596,343	-92.1%	51,038
Parkway Wealth Management Group, LL	-506,124	-98.1%	10,051
Journey Advisory Group, LLC	-456,504	-71.7%	180,525
AlphaStar Capital Management, LLC	-437,097	-47.1%	490,128
Wealthcare Advisory Partners LLC	-420,386	-97.6%	10,190
Hilton Capital Management, LLC	-413,866	-26.5%	1,149,386
Cynosure Group, LLC	-378,079	-33.3%	758,229
Beaumont Financial Advisors, LLC	-358,114	-55.3%	289,113
OPPENHEIMER ASSET MANAGEMENT INC.	-331,382	-60.9%	212,368
ENVESTNET ASSET MANAGEMENT INC	-310,982	-13.2%	2,052,936
Steward Partners Investment Advisor	-310,112	-42.5%	419,117
Henderson Brothers Financial Partne	-307,026	-98.4%	4,910

SGOV Institutional Ownership

Institutional Ownership — SGOV

Ownership Trends

Top Institutional Holders (1469 total)

Recent Activity

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