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SKOR Institutional Ownership

Northern Trust Credit-Scored US Corporate Bond ETF
1W: -0.7% 1M: -2.1% 3M: -3.6% YTD: -4.3% 1Y: -4.0% 3Y: +13.6% 5Y: +2.7%
$46.64
-0.07 (-0.15%)
 
Weekly Expected Move ±0.5%
$46 $46 $47 $47 $47
ETF NASDAQ · AUM $695.0M

Institutional Ownership — SKOR

79
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
631M
Total Invested
13
New Positions
28
Increased
29
Reduced
9
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (84 total)

# Holder Shares Value Change Change % Holding Period Filing
1 NORTHERN TRUST CORP 4,526,712 $211M -248,779 -5.2% 46Q SEC ↗
2 Cerity Partners LLC 2,795,524 $130M +424,737 +17.9% 13Q SEC ↗
3 AE Wealth Management LLC 1,492,093 $70M +124,781 +9.1% 14Q SEC ↗
4 MORGAN STANLEY 1,015,360 $47M +48,510 +5.0% 13Q SEC ↗
5 Harbour Trust & Investment Management 315,403 $15M +6,719 +2.2% 11Q SEC ↗
6 Anderson Financial Strategies, LLC 245,169 $11M +20,149 +9.0% 7Q SEC ↗
7 Cornerstone National Bank & Trust Co 235,485 $11M -124,998 -34.7% 15Q SEC ↗
8 BANK OF AMERICA CORP /DE 208,493 $10M +118,061 +130.6% 15Q SEC ↗
9 ROYAL BANK OF CANADA 194,303 $9M +186,439 +2370.8% 8Q SEC ↗
10 HORIZON BANCORP INC /IN 178,014 $8M -1,865 -1.0% 10Q SEC ↗
11 Finward Bancorp 174,995 $8M +9,448 +5.7% 6Q SEC ↗
12 LPL Financial LLC 164,159 $8M +1,356 +0.8% 26Q SEC ↗
13 Pinnacle Financial Partners, Inc. 152,966 $7M +11,620 +8.2% 3Q SEC ↗
14 COMMONWEALTH EQUITY SERVICES, LLC 132,385 $6M +8,614 +7.0% 6Q SEC ↗
15 Herold Advisors, Inc. 109,600 $5M +11,443 +11.7% 7Q SEC ↗
16 STIFEL FINANCIAL CORP 88,664 $4M -7,215 -7.5% 13Q SEC ↗
17 Cambridge Investment Research Advisors 86,266 $4M -449 -0.5% 12Q SEC ↗
18 Boltwood Capital Management 75,994 $4M -603 -0.8% 24Q SEC ↗
19 ENVESTNET ASSET MANAGEMENT INC 74,883 $3M +3,169 +4.4% 15Q SEC ↗
20 RAYMOND JAMES FINANCIAL INC 69,035 $3M +11,707 +20.4% 3Q SEC ↗
21 Independent Advisor Alliance 62,833 $3M +24,128 +62.3% 8Q SEC ↗
22 COTTONWOOD CAPITAL ADVISORS, LLC 52,718 $2M +4,335 +9.0% 6Q SEC ↗
23 Triad Wealth Partners, LLC 47,766 $2M +5,203 +12.2% 10Q SEC ↗
24 KESTRA PRIVATE WEALTH SERVICES, LLC 47,535 $2M -8,707 -15.5% 12Q SEC ↗
25 Trilogy Capital Inc. 38,216 $2M +889 +2.4% 23Q SEC ↗
26 FLOW TRADERS U.S. LLC NEW 35,916 $2M — +0.0% 1Q SEC ↗
27 VAQUERO PRIVATE WEALTH, LTD NEW 33,263 $2M — +0.0% 1Q SEC ↗
28 Simplicity Wealth,LLC NEW 29,038 $1M — +0.0% 1Q SEC ↗
29 MML INVESTORS SERVICES, LLC 27,973 $1M +7,677 +37.8% 15Q SEC ↗
30 RAINIER FAMILY WEALTH INC 27,602 $1M +3,834 +16.1% 6Q SEC ↗
31 World Investment Advisors 24,450 $1M — +0.0% 3Q SEC ↗
32 Savvy Advisors, Inc. 22,122 $1M +2,035 +10.1% 6Q SEC ↗
33 Invst, LLC 21,068 $983K +767 +3.8% 11Q SEC ↗
34 Cetera Investment Advisers 19,234 $897K +177 +0.9% 4Q SEC ↗
35 Cherry Tree Wealth Management, LLC 17,343 $809K — +0.0% 13Q SEC ↗
36 Premier Private Wealth Management LLC 15,852 $739K +5,401 +51.7% 2Q SEC ↗
37 VestGen Advisors, LLC 13,558 $632K -388 -2.8% 2Q SEC ↗
38 CoreCap Advisors, LLC 13,036 $608K -1,100 -7.8% 13Q SEC ↗
39 VestGen Investment Management 13,029 $608K -1,009 -7.2% 15Q SEC ↗
40 Elevated Financial Group LLC 11,872 $554K -292 -2.4% 3Q SEC ↗
41 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 11,075 $516K +86 +0.8% 15Q SEC ↗
42 WealthCare Investment Partners, LLC 9,721 $453K -6,592 -40.4% 4Q SEC ↗
43 Mariner, LLC NEW 9,114 $425K — +0.0% 1Q SEC ↗
44 Fiduciary Alliance LLC 9,059 $422K — +0.0% 2Q SEC ↗
45 Elevated Capital Advisors, LLC 7,044 $329K -15,715 -69.0% 8Q SEC ↗
46 JPMORGAN CHASE & CO 6,630 $309K +6,513 +5566.7% 2Q SEC ↗
47 JANE STREET GROUP, LLC 5,453 $254K -62,050 -91.9% 2Q SEC ↗
48 Creative Planning 5,192 $242K — +0.0% 3Q SEC ↗
49 Atria Investments, Inc 4,610 $215K — +0.0% 2Q SEC ↗
50 NewEdge Advisors, LLC 4,567 $213K -66 -1.4% 6Q SEC ↗
Biggest Increases (20)
HolderAddedChange %Total Shares
Cerity Partners LLC +424,737 +17.9% 2,795,524
ROYAL BANK OF CANADA +186,439 +2370.8% 194,303
AE Wealth Management LLC +124,781 +9.1% 1,492,093
BANK OF AMERICA CORP /DE +118,061 +130.6% 208,493
MORGAN STANLEY +48,510 +5.0% 1,015,360
Independent Advisor Alliance +24,128 +62.3% 62,833
Anderson Financial Strategies, LLC +20,149 +9.0% 245,169
RAYMOND JAMES FINANCIAL INC +11,707 +20.4% 69,035
Pinnacle Financial Partners, Inc. +11,620 +8.2% 152,966
Herold Advisors, Inc. +11,443 +11.7% 109,600
Finward Bancorp +9,448 +5.7% 174,995
COMMONWEALTH EQUITY SERVICES, LLC +8,614 +7.0% 132,385
MML INVESTORS SERVICES, LLC +7,677 +37.8% 27,973
Harbour Trust & Investment Manageme +6,719 +2.2% 315,403
JPMORGAN CHASE & CO +6,513 +5566.7% 6,630
Premier Private Wealth Management L +5,401 +51.7% 15,852
Triad Wealth Partners, LLC +5,203 +12.2% 47,766
COTTONWOOD CAPITAL ADVISORS, LLC +4,335 +9.0% 52,718
RAINIER FAMILY WEALTH INC +3,834 +16.1% 27,602
ENVESTNET ASSET MANAGEMENT INC +3,169 +4.4% 74,883
Biggest Decreases (20)
HolderReducedChange %Total Shares
NORTHERN TRUST CORP -248,779 -5.2% 4,526,712
Cornerstone National Bank & Trust C -124,998 -34.7% 235,485
JANE STREET GROUP, LLC -62,050 -91.9% 5,453
TOUNJIAN ADVISORY PARTNERS, LLC -41,770 -99.8% 86
Elevated Capital Advisors, LLC -15,715 -69.0% 7,044
Advisory Alpha, LLC -14,862 -77.0% 4,431
KESTRA PRIVATE WEALTH SERVICES, LLC -8,707 -15.5% 47,535
STIFEL FINANCIAL CORP -7,215 -7.5% 88,664
WealthCare Investment Partners, LLC -6,592 -40.4% 9,721
HORIZON BANCORP INC /IN -1,865 -1.0% 178,014
CoreCap Advisors, LLC -1,100 -7.8% 13,036
VestGen Investment Management -1,009 -7.2% 13,029
Geneos Wealth Management Inc. -891 -51.1% 851
Boltwood Capital Management -603 -0.8% 75,994
Cambridge Investment Research Advis -449 -0.5% 86,266
VestGen Advisors, LLC -388 -2.8% 13,558
Elevated Financial Group LLC -292 -2.4% 11,872
WELLS FARGO & COMPANY/MN -164 -99.4% 1
NewEdge Advisors, LLC -66 -1.4% 4,567
Parallel Advisors, LLC -52 -14.6% 304

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms