$21.33

-0.03 (-0.14%)

Weekly Expected Move ±0.8%

$21 $21 $21 $22 $22

ETF CBOE · AUM $379.7M

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

Institutional Ownership — SHYM

161

Institutional Holders

+1 vs prior quarter

0.0%

Ownership

+0.00pp

468M

Total Invested

New Positions

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (178 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	Orgel Wealth Management, LLC NEW	8,146,410	$174M	—	+0.0%	1Q	SEC ↗
2	LPL Financial LLC	2,630,748	$56M	+1,185,089	+82.0%	9Q	SEC ↗
3	COMMONWEALTH EQUITY SERVICES, LLC	1,321,690	$28M	+38,380	+3.0%	15Q	SEC ↗
4	OSAIC HOLDINGS, INC.	838,089	$18M	+212,356	+33.9%	20Q	SEC ↗
5	ENVESTNET ASSET MANAGEMENT INC	762,198	$16M	+149,516	+24.4%	10Q	SEC ↗
6	JPMORGAN CHASE & CO	415,599	$9M	+32,779	+8.6%	9Q	SEC ↗
7	HighTower Advisors, LLC	371,409	$8M	+57,711	+18.4%	15Q	SEC ↗
8	Quotient Wealth Partners, LLC	323,488	$7M	+21,565	+7.1%	11Q	SEC ↗
9	Dynasty Wealth Management, LLC	317,510	$7M	+14,332	+4.7%	10Q	SEC ↗
10	Trust Co	286,957	$6M	-5,007	-1.7%	14Q	SEC ↗
11	Prentice Wealth Management LLC	247,048	$5M	+30,743	+14.2%	13Q	SEC ↗
12	MML INVESTORS SERVICES, LLC	217,172	$5M	+27,970	+14.8%	8Q	SEC ↗
13	Cambridge Investment Research Advisors	195,227	$4M	-1,869	-0.9%	14Q	SEC ↗
14	FORTE ASSET MANAGEMENT LLC	178,446	$4M	+34	+0.0%	8Q	SEC ↗
15	Evergreen Wealth Partners LLC	162,722	$3M	+11,386	+7.5%	3Q	SEC ↗
16	Rialto Wealth Management, LLC	161,516	$3M	+51,860	+47.3%	4Q	SEC ↗
17	IHT Wealth Management, LLC	157,020	$3M	-117,396	-42.8%	8Q	SEC ↗
18	CLIFTONLARSONALLEN WEALTH ADVISORS, LL	154,176	$3M	-22,600	-12.8%	6Q	SEC ↗
19	Ashton Thomas Private Wealth, LLC	138,370	$3M	-1,471	-1.1%	6Q	SEC ↗
20	Capital Analysts, LLC	137,977	$3M	-2,387	-1.7%	5Q	SEC ↗
21	Vertex Planning Partners, LLC	135,923	$3M	+19,080	+16.3%	9Q	SEC ↗
22	Cetera Investment Advisers	107,759	$2M	+2,653	+2.5%	4Q	SEC ↗
23	FourThought Financial Partners, LLC	106,231	$2M	+97	+0.1%	10Q	SEC ↗
24	TRUIST FINANCIAL CORP	105,171	$2M	+11,422	+12.2%	20Q	SEC ↗
25	Janney Montgomery Scott LLC	105,010	$2M	+21,004	+25.0%	3Q	SEC ↗
26	UNITED CAPITAL FINANCIAL ADVISORS, LLC	96,618	$2M	+85,356	+757.9%	2Q	SEC ↗
27	DeLarme Wealth Management, Inc.	96,134	$2M	+7,058	+7.9%	3Q	SEC ↗
28	C2P Capital Advisory Group, LLC d.b.a.	88,577	$2M	+18,532	+26.5%	8Q	SEC ↗
29	Legacy Advisory Services, LLC	80,200	$2M	-300	-0.4%	2Q	SEC ↗
30	Ausdal Financial Partners, Inc.	78,991	$2M	+2,047	+2.7%	10Q	SEC ↗
31	Private Advisor Group, LLC	77,325	$2M	+6,461	+9.1%	6Q	SEC ↗
32	Aspen Wealth Management LLC	75,007	$2M	+32,314	+75.7%	9Q	SEC ↗
33	WCG Wealth Advisors LLC	69,927	$1M	-13,791	-16.5%	4Q	SEC ↗
34	Keebeck Wealth Management	68,406	$1M	-11,056	-13.9%	4Q	SEC ↗
35	SK Wealth Management, LLC	64,431	$1M	-21,811	-25.3%	3Q	SEC ↗
36	Elequin Capital, LP NEW	63,097	$1M	—	+0.0%	1Q	SEC ↗
37	COFG Advisors, LLC	59,216	$1M	-1,242	-2.1%	3Q	SEC ↗
38	Ellis Investment Partners, LLC	54,487	$1M	+21,102	+63.2%	3Q	SEC ↗
39	Vestmark Advisory Solutions, Inc.	53,942	$1M	-4,864	-8.3%	2Q	SEC ↗
40	Diversify Advisory Services, LLC NEW	53,449	$1M	—	+0.0%	1Q	SEC ↗
41	DIVERSIFY WEALTH MANAGEMENT, LLC	53,449	$1M	+6,814	+14.6%	3Q	SEC ↗
42	Joseph Group Capital Management	52,776	$1M	-7,565	-12.5%	5Q	SEC ↗
43	MBA Advisors LLC	51,825	$1M	+2,471	+5.0%	3Q	SEC ↗
44	Stratos Wealth Partners, LTD.	50,080	$1M	+6,585	+15.1%	3Q	SEC ↗
45	Envestnet Portfolio Solutions, Inc.	49,785	$1M	+14,279	+40.2%	8Q	SEC ↗
46	PARK AVENUE SECURITIES LLC	48,492	$1M	+3,915	+8.8%	8Q	SEC ↗
47	Wealth Advisors of Tampa Bay, LLC	45,000	$960K	—	+0.0%	3Q	SEC ↗
48	World Investment Advisors	44,520	$950K	-146	-0.3%	3Q	SEC ↗
49	Indivisible Partners NEW	44,111	$941K	—	+0.0%	1Q	SEC ↗
50	Tolleson Wealth Management, Inc.	43,025	$918K	-22,575	-34.4%	7Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
Orgel Wealth Management, LLC	8,146,410	$174M
Elequin Capital, LP	63,097	$1M
Diversify Advisory Services, LLC	53,449	$1M
Indivisible Partners	44,111	$941K
Marietta Wealth Management, LLC	33,837	$722K
Tortuga Wealth Management, Inc	31,092	$663K
FOCUSED ALPHA, LLC	26,709	$570K
Summit Financial, LLC	25,955	$554K
Ameritas Advisory Services, LLC	20,782	$443K
Advyzon Investment Management, LLC	18,596	$397K
HRT FINANCIAL LP	16,537	$353K
ARQ WEALTH ADVISORS, LLC	16,000	$341K
PERSPECTIVE WEALTH ADVISORS LLC	15,557	$332K
AXXCESS WEALTH MANAGEMENT, LLC	14,691	$313K
ALTERNA WEALTH MANAGEMENT, INC	14,166	$302K
Parallel Advisors, LLC	14,001	$299K
SIGNATUREFD, LLC	13,400	$286K
FIDUCIARY FINANCIAL ADVISORS	12,313	$263K
Mutual Advisors, LLC	9,973	$213K
Dorsey & Whitney Trust CO LLC	9,278	$198K

Sold Out (20)

Holder	Prev Shares	Prev Value
Strategic Equity Management	313,634	$7M
MONEYWISE, INC.	231,350	$5M
Independent Advisor Alliance	65,373	$1M
Canal Capital Management, LLC	55,123	$1M
Avior Wealth Management, LLC	42,522	$907K
CITADEL ADVISORS LLC	34,133	$728K
Focus Partners Advisor Solutions, L	29,918	$638K
Redhawk Wealth Advisors, Inc.	28,964	$618K
STIFEL FINANCIAL CORP	16,834	$359K
McAdam, LLC	16,748	$357K
Rye Brook Capital LLC	15,750	$336K
Insight Wealth Strategies, LLC	11,558	$247K
Atria Investments, Inc	10,563	$225K
VOISARD ASSET MANAGEMENT GROUP, INC	10,450	$223K
StoneX Group Inc.	9,935	$212K
ASSETMARK, INC	9,361	$200K
Strategic Family Wealth Counselors,	9,050	$193K
BLUELINE ADVISORS LLC	5,118	$109K
Keystone Financial Group, Inc.	3,830	$82K
ROYAL BANK OF CANADA	1,180	$25K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
LPL Financial LLC	+1,185,089	+82.0%	2,630,748
OSAIC HOLDINGS, INC.	+212,356	+33.9%	838,089
ENVESTNET ASSET MANAGEMENT INC	+149,516	+24.4%	762,198
UNITED CAPITAL FINANCIAL ADVISORS,	+85,356	+757.9%	96,618
HighTower Advisors, LLC	+57,711	+18.4%	371,409
Rialto Wealth Management, LLC	+51,860	+47.3%	161,516
COMMONWEALTH EQUITY SERVICES, LLC	+38,380	+3.0%	1,321,690
NewEdge Advisors, LLC	+35,373	+1499.5%	37,732
JPMORGAN CHASE & CO	+32,779	+8.6%	415,599
Aspen Wealth Management LLC	+32,314	+75.7%	75,007
Prentice Wealth Management LLC	+30,743	+14.2%	247,048
MML INVESTORS SERVICES, LLC	+27,970	+14.8%	217,172
WEALTH ENHANCEMENT ADVISORY SERVICE	+25,097	+154.5%	41,342
Quotient Wealth Partners, LLC	+21,565	+7.1%	323,488
Ellis Investment Partners, LLC	+21,102	+63.2%	54,487
Janney Montgomery Scott LLC	+21,004	+25.0%	105,010
Vertex Planning Partners, LLC	+19,080	+16.3%	135,923
C2P Capital Advisory Group, LLC d.b	+18,532	+26.5%	88,577
Dynasty Wealth Management, LLC	+14,332	+4.7%	317,510
Envestnet Portfolio Solutions, Inc.	+14,279	+40.2%	49,785

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
IHT Wealth Management, LLC	-117,396	-42.8%	157,020
Advisory Resource Group	-113,287	-77.8%	32,370
JANE STREET GROUP, LLC	-100,706	-76.4%	31,072
Allworth Financial LP	-26,652	-92.9%	2,051
CLIFTONLARSONALLEN WEALTH ADVISORS,	-22,600	-12.8%	154,176
Tolleson Wealth Management, Inc.	-22,575	-34.4%	43,025
SK Wealth Management, LLC	-21,811	-25.3%	64,431
Destiny Wealth Partners, LLC	-20,900	-42.9%	27,780
WCG Wealth Advisors LLC	-13,791	-16.5%	69,927
HARBOUR INVESTMENTS, INC.	-13,177	-49.4%	13,485
Keebeck Wealth Management	-11,056	-13.9%	68,406
SAGESPRING WEALTH PARTNERS, LLC	-10,278	-32.3%	21,496
Joseph Group Capital Management	-7,565	-12.5%	52,776
OLD MISSION CAPITAL LLC	-7,404	-21.2%	27,539
Creative Planning	-7,142	-19.5%	29,421
Kestra Advisory Services, LLC	-5,595	-16.2%	28,876
KESTRA PRIVATE WEALTH SERVICES, LLC	-5,471	-20.0%	21,951
Trust Co	-5,007	-1.7%	286,957
M Wealth Management, LLC	-5,000	-30.9%	11,200
Vestmark Advisory Solutions, Inc.	-4,864	-8.3%	53,942

SHYM Institutional Ownership

Institutional Ownership — SHYM

Ownership Trends

Top Institutional Holders (178 total)

Recent Activity

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