$41.92

+0.54 (+1.29%)

Weekly Expected Move ±1.7%

$41 $41 $42 $43 $43

ETF AMEX · AUM $194.8M

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

Institutional Ownership — SMIZ

Institutional Holders

+15 vs prior quarter

0.0%

Ownership

+0.00pp

254M

Total Invested

New Positions

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (84 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	Avior Wealth Management, LLC	1,019,930	$43M	+131,956	+14.9%	10Q	SEC ↗
2	TRUE Private Wealth Advisors	776,904	$33M	+105,370	+15.7%	9Q	SEC ↗
3	GeoWealth Management, LLC	377,337	$16M	+81,832	+27.7%	5Q	SEC ↗
4	ENVESTNET ASSET MANAGEMENT INC	293,193	$12M	+87,969	+42.9%	2Q	SEC ↗
5	Steward Partners Investment Advisory,	266,062	$11M	+266,022	+665055.0%	6Q	SEC ↗
6	TRUIST FINANCIAL CORP	254,812	$11M	+87,678	+52.5%	2Q	SEC ↗
7	CreativeOne Wealth, LLC	244,611	$10M	-167,036	-40.6%	10Q	SEC ↗
8	CONTINENTAL INVESTORS SERVICES, INC.	244,244	$10M	+65,130	+36.4%	10Q	SEC ↗
9	Sanchez Wealth Management Group	218,094	$9M	+6,111	+2.9%	6Q	SEC ↗
10	LPL Financial LLC	213,976	$9M	+106,127	+98.4%	7Q	SEC ↗
11	Strive Financial Group ,LLC	205,799	$9M	+160,506	+354.4%	3Q	SEC ↗
12	Koshinski Asset Management, Inc.	148,231	$6M	+9,709	+7.0%	5Q	SEC ↗
13	Arete Wealth Advisors, LLC	113,896	$5M	-2,508	-2.2%	11Q	SEC ↗
14	Strategic Blueprint, LLC	79,321	$3M	+6,067	+8.3%	8Q	SEC ↗
15	Advisory Services Network, LLC	76,306	$3M	-1,709	-2.2%	11Q	SEC ↗
16	Maia Wealth LLC	72,018	$3M	+7,502	+11.6%	7Q	SEC ↗
17	M1 Capital Management LLC	71,943	$3M	+1,529	+2.2%	7Q	SEC ↗
18	Navigation Wealth Management, Inc.	67,317	$3M	+8,573	+14.6%	6Q	SEC ↗
19	Balboa Wealth Partners	54,640	$2M	-8,755	-13.8%	9Q	SEC ↗
20	FOCUSED ALPHA, LLC NEW	53,882	$2M	—	+0.0%	1Q	SEC ↗
21	Advyzon Investment Management, LLC	52,211	$2M	+6,511	+14.2%	5Q	SEC ↗
22	Prosperity Financial Group, Inc.	51,779	$2M	+540	+1.1%	8Q	SEC ↗
23	Farther Finance Advisors, LLC	47,553	$2M	+47,197	+13257.6%	4Q	SEC ↗
24	Alteri Wealth LLC	40,908	$2M	-1,139	-2.7%	6Q	SEC ↗
25	Golden State Wealth Management, LLC NEW	39,660	$2M	—	+0.0%	1Q	SEC ↗
26	GOLDMAN SACHS GROUP INC NEW	38,907	$2M	—	+0.0%	1Q	SEC ↗
27	Ignite Planners, LLC	34,400	$1M	+1,987	+6.1%	10Q	SEC ↗
28	EJMK Ventures LLC	32,623	$1M	-7,585	-18.9%	3Q	SEC ↗
29	Cambridge Investment Research Advisors	32,165	$1M	+3,043	+10.4%	8Q	SEC ↗
30	AXXCESS WEALTH MANAGEMENT, LLC NEW	30,080	$1M	—	+0.0%	1Q	SEC ↗
31	Rothschild Wealth LLC NEW	27,618	$1M	—	+0.0%	1Q	SEC ↗
32	Paragon Private Wealth Management, LLC	26,596	$1M	-640	-2.3%	7Q	SEC ↗
33	Wayfinding Financial, LLC	25,334	$1M	-124,064	-83.0%	10Q	SEC ↗
34	Creative Planning	23,713	$994K	-2,078	-8.1%	6Q	SEC ↗
35	Westside Investment Management, Inc.	22,607	$948K	+1,690	+8.1%	10Q	SEC ↗
36	Faithward Advisors, LLC	22,344	$937K	+59	+0.3%	4Q	SEC ↗
37	Sanctuary Advisors, LLC	21,733	$911K	+38	+0.2%	8Q	SEC ↗
38	PKS Advisory Services, LLC NEW	21,075	$884K	—	+0.0%	1Q	SEC ↗
39	Axim Planning & Wealth	20,917	$877K	-953	-4.4%	4Q	SEC ↗
40	GK Wealth Management LLC NEW	19,312	$810K	—	+0.0%	1Q	SEC ↗
41	Stirlingshire Investments, Inc.	18,257	$765K	-233	-1.3%	3Q	SEC ↗
42	UNIQUE WEALTH, LLC	16,003	$671K	+1,222	+8.3%	7Q	SEC ↗
43	Simplicity Wealth,LLC	15,956	$669K	-1,424	-8.2%	4Q	SEC ↗
44	Vantus Wealth LLC NEW	15,716	$659K	—	+0.0%	1Q	SEC ↗
45	Integrity Wealth Partners, LLC NEW	14,972	$628K	—	+0.0%	1Q	SEC ↗
46	Revisor Wealth Management LLC	14,859	$623K	+5,218	+54.1%	2Q	SEC ↗
47	HARBOUR INVESTMENTS, INC.	14,832	$622K	+1,723	+13.1%	4Q	SEC ↗
48	Carter Financial Group, INC.	13,103	$549K	+11	+0.1%	5Q	SEC ↗
49	Vann Equity Management LLC NEW	11,959	$501K	—	+0.0%	1Q	SEC ↗
50	Rossby Financial, LCC	10,319	$433K	—	+0.0%	6Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
FOCUSED ALPHA, LLC	53,882	$2M
Golden State Wealth Management, LLC	39,660	$2M
GOLDMAN SACHS GROUP INC	38,907	$2M
AXXCESS WEALTH MANAGEMENT, LLC	30,080	$1M
Rothschild Wealth LLC	27,618	$1M
PKS Advisory Services, LLC	21,075	$884K
GK Wealth Management LLC	19,312	$810K
Vantus Wealth LLC	15,716	$659K
Integrity Wealth Partners, LLC	14,972	$628K
Vann Equity Management LLC	11,959	$501K
Cooper Financial Group	6,908	$290K
NewEdge Advisors, LLC	5,475	$230K
Independent Wealth Network Inc.	5,243	$220K
IHT Wealth Management, LLC	5,216	$219K
MERCER GLOBAL ADVISORS INC /ADV	605	$25K
Global Retirement Partners, LLC	556	$23K
COMPASS FINANCIAL MANAGEMENT LLC	476	$20K
Ameritas Advisory Services, LLC	371	$16K
VALLEY WEALTH MANAGERS, INC.	162	$7K
CREATIVE FINANCIAL DESIGNS INC /ADV	32	$1K

Sold Out (9)

Holder	Prev Shares	Prev Value
Bauman Advisory Group, LLC	47,845	$2M
Baer Investment Advisory LLC	10,032	$421K
Atria Investments, Inc	9,791	$410K
Axiom Financial Strategies, LLC	7,614	$319K
SUSQUEHANNA INTERNATIONAL GROUP, LL	7,050	$296K
WELLS FARGO & COMPANY/MN	613	$26K
Retirement Wealth Solutions LLC	496	$21K
ASSETMARK, INC	99	$4K
NORTHWESTERN MUTUAL WEALTH MANAGEME	62	$3K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
Steward Partners Investment Advisor	+266,022	+665055.0%	266,062
Strive Financial Group ,LLC	+160,506	+354.4%	205,799
Avior Wealth Management, LLC	+131,956	+14.9%	1,019,930
LPL Financial LLC	+106,127	+98.4%	213,976
TRUE Private Wealth Advisors	+105,370	+15.7%	776,904
ENVESTNET ASSET MANAGEMENT INC	+87,969	+42.9%	293,193
TRUIST FINANCIAL CORP	+87,678	+52.5%	254,812
GeoWealth Management, LLC	+81,832	+27.7%	377,337
CONTINENTAL INVESTORS SERVICES, INC	+65,130	+36.4%	244,244
Farther Finance Advisors, LLC	+47,197	+13257.6%	47,553
Koshinski Asset Management, Inc.	+9,709	+7.0%	148,231
Navigation Wealth Management, Inc.	+8,573	+14.6%	67,317
Maia Wealth LLC	+7,502	+11.6%	72,018
Advyzon Investment Management, LLC	+6,511	+14.2%	52,211
Sanchez Wealth Management Group	+6,111	+2.9%	218,094
Strategic Blueprint, LLC	+6,067	+8.3%	79,321
Revisor Wealth Management LLC	+5,218	+54.1%	14,859
Cambridge Investment Research Advis	+3,043	+10.4%	32,165
OSAIC HOLDINGS, INC.	+2,108	+1232.7%	2,279
Latitude Advisors, LLC	+2,065	+36.7%	7,685

Biggest Decreases (19)

Holder	Reduced	Change %	Total Shares
CreativeOne Wealth, LLC	-167,036	-40.6%	244,611
Wayfinding Financial, LLC	-124,064	-83.0%	25,334
JANE STREET GROUP, LLC	-12,951	-74.0%	4,557
Balboa Wealth Partners	-8,755	-13.8%	54,640
Vise Technologies, Inc.	-7,985	-55.2%	6,471
EJMK Ventures LLC	-7,585	-18.9%	32,623
VICTORY FINANCIAL GROUP, LLC	-3,914	-39.0%	6,118
Arete Wealth Advisors, LLC	-2,508	-2.2%	113,896
Creative Planning	-2,078	-8.1%	23,713
Advisory Services Network, LLC	-1,709	-2.2%	76,306
Simplicity Wealth,LLC	-1,424	-8.2%	15,956
Alteri Wealth LLC	-1,139	-2.7%	40,908
Axim Planning & Wealth	-953	-4.4%	20,917
Summit Financial, LLC	-867	-10.6%	7,310
Paragon Private Wealth Management,	-640	-2.3%	26,596
Arax Advisory Partners	-534	-14.1%	3,248
Stirlingshire Investments, Inc.	-233	-1.3%	18,257
Empirical Asset Management, LLC	-151	-2.6%	5,752
IFP Advisors, Inc	-13	-12.7%	89

SMIZ Institutional Ownership

Institutional Ownership — SMIZ

Ownership Trends

Top Institutional Holders (84 total)

Recent Activity

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