SNPE Institutional Ownership
Xtrackers S&P 500 Scored & Screened ETF
1W: +0.1%
1M: -0.1%
3M: +2.9%
YTD: +12.6%
1Y: +17.4%
3Y: +86.1%
5Y: +90.3%
$70.59
+0.45 (+0.64%)
Weekly Expected Move ±1.5%
$68
$69
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$73
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Institutional Ownership — SNPE
142
Institutional Holders
+9 vs prior quarter
0.0%
Ownership
+0.00pp
1B
Total Invested
22
New Positions
43
Increased
50
Reduced
13
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (151 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | SUN LIFE FINANCIAL INC | 4,783,652 | $338M | +74,706 | +1.6% | 5Q | SEC ↗ |
| 2 | MORGAN STANLEY | 3,911,993 | $276M | +7,312 | +0.2% | 25Q | SEC ↗ |
| 3 | JPMORGAN CHASE & CO | 2,923,585 | $206M | -2,460,388 | -45.7% | 15Q | SEC ↗ |
| 4 | Mirae Asset Global Investments Co., Lt | 1,003,270 | $71M | +396,470 | +65.3% | 22Q | SEC ↗ |
| 5 | ROYAL BANK OF CANADA | 979,672 | $69M | +64,930 | +7.1% | 28Q | SEC ↗ |
| 6 | WCG Wealth Advisors LLC | 792,172 | $56M | -166,062 | -17.3% | 17Q | SEC ↗ |
| 7 | LPL Financial LLC | 527,010 | $37M | +16,825 | +3.3% | 28Q | SEC ↗ |
| 8 | UBS Group AG | 504,618 | $36M | -7,690 | -1.5% | 25Q | SEC ↗ |
| 9 | AMERIPRISE FINANCIAL INC | 487,671 | $34M | +45,321 | +10.2% | 16Q | SEC ↗ |
| 10 | RAYMOND JAMES FINANCIAL INC | 300,137 | $21M | +12,201 | +4.2% | 7Q | SEC ↗ |
| 11 | FIFTH THIRD BANCORP | 247,359 | $17M | +4,036 | +1.7% | 25Q | SEC ↗ |
| 12 | PRINCIPAL FINANCIAL GROUP INC | 229,512 | $16M | +37,931 | +19.8% | 14Q | SEC ↗ |
| 13 | GOLDMAN SACHS GROUP INC | 194,826 | $14M | +72,165 | +58.8% | 15Q | SEC ↗ |
| 14 | BANK OF AMERICA CORP /DE | 184,232 | $13M | -69 | -0.0% | 15Q | SEC ↗ |
| 15 | Alaska Wealth Advisors, LLC | 153,671 | $11M | -6,218 | -3.9% | 27Q | SEC ↗ |
| 16 | SCHRODER INVESTMENT MANAGEMENT GROUP | 134,315 | $9M | +89,773 | +201.5% | 2Q | SEC ↗ |
| 17 | WELLS FARGO & COMPANY/MN | 129,966 | $9M | -2,259 | -1.7% | 23Q | SEC ↗ |
| 18 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 114,534 | $8M | +3,360 | +3.0% | 22Q | SEC ↗ |
| 19 | CHOREO, LLC | 106,467 | $8M | -1,739 | -1.6% | 11Q | SEC ↗ |
| 20 | MAI Capital Management | 94,441 | $7M | -1,881 | -2.0% | 9Q | SEC ↗ |
| 21 | OSAIC HOLDINGS, INC. | 60,502 | $4M | -2,496 | -4.0% | 26Q | SEC ↗ |
| 22 | ENVESTNET ASSET MANAGEMENT INC | 60,320 | $4M | +201 | +0.3% | 28Q | SEC ↗ |
| 23 | Bank of New York Mellon Corp NEW | 58,759 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 24 | BASSO CAPITAL MANAGEMENT, L.P. NEW | 54,115 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 25 | Insight Wealth Partners, LLC | 54,015 | $4M | +2,818 | +5.5% | 23Q | SEC ↗ |
| 26 | GenWealth Group, Inc. | 51,937 | $4M | -1,056 | -2.0% | 10Q | SEC ↗ |
| 27 | RETIREMENT CAPITAL STRATEGIES | 50,281 | $4M | +11,886 | +31.0% | 13Q | SEC ↗ |
| 28 | SHEETS SMITH WEALTH MANAGEMENT | 45,112 | $3M | -1,591 | -3.4% | 24Q | SEC ↗ |
| 29 | Dynamic Advisor Solutions LLC | 40,973 | $3M | +2,667 | +7.0% | 3Q | SEC ↗ |
| 30 | Warner Group LLC | 40,650 | $3M | +20,175 | +98.5% | 4Q | SEC ↗ |
| 31 | Stratos Wealth Partners, LTD. | 40,499 | $3M | -233 | -0.6% | 23Q | SEC ↗ |
| 32 | ZENITH SOLUTIONS, INC. NEW | 37,311 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 33 | Allworth Financial LP | 34,540 | $2M | -927 | -2.6% | 17Q | SEC ↗ |
| 34 | INVESTMENT COUNSEL CO OF NEVADA | 33,636 | $2M | -184 | -0.5% | 7Q | SEC ↗ |
| 35 | Avior Wealth Management, LLC | 31,766 | $2M | -93 | -0.3% | 10Q | SEC ↗ |
| 36 | FSA WEALTH PARTNERS, INC. NEW | 29,830 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 37 | CANTOR FITZGERALD INVESTMENT ADVISORS | 28,236 | $2M | +44 | +0.2% | 11Q | SEC ↗ |
| 38 | Cetera Investment Advisers | 25,649 | $2M | +1,780 | +7.5% | 10Q | SEC ↗ |
| 39 | Pine Valley Investments Ltd Liability | 25,633 | $2M | -66 | -0.3% | 14Q | SEC ↗ |
| 40 | Savvy Advisors, Inc. | 23,935 | $2M | -3,592 | -13.0% | 5Q | SEC ↗ |
| 41 | NorthRock Partners, LLC | 23,183 | $2M | -25 | -0.1% | 4Q | SEC ↗ |
| 42 | CITADEL ADVISORS LLC NEW | 22,906 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 43 | One Capital Management, LLC | 22,078 | $2M | +34 | +0.2% | 18Q | SEC ↗ |
| 44 | Gateway Wealth Partners, LLC | 20,503 | $1M | -20,355 | -49.8% | 11Q | SEC ↗ |
| 45 | Sonoma Allocations LLC | 17,761 | $1M | +1,890 | +11.9% | 4Q | SEC ↗ |
| 46 | UBS AM, a distinct business unit of UB | 17,193 | $1M | -11,091 | -39.2% | 3Q | SEC ↗ |
| 47 | Heirloom Wealth Management | 17,172 | $1M | +2,095 | +13.9% | 15Q | SEC ↗ |
| 48 | PRUDENTIAL PLC | 16,389 | $1M | -1,341 | -7.6% | 14Q | SEC ↗ |
| 49 | Balance Wealth Partners LLC | 15,910 | $1M | -1,747 | -9.9% | 6Q | SEC ↗ |
| 50 | Sage Advisory Services, Ltd.Co. NEW | 15,251 | $1M | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Bank of New York Mellon Corp | 58,759 | $4M |
| BASSO CAPITAL MANAGEMENT, L.P. | 54,115 | $4M |
| ZENITH SOLUTIONS, INC. | 37,311 | $3M |
| FSA WEALTH PARTNERS, INC. | 29,830 | $2M |
| CITADEL ADVISORS LLC | 22,906 | $2M |
| Sage Advisory Services, Ltd.Co. | 15,251 | $1M |
| Per Stirling Capital Management, LL | 8,681 | $613K |
| Creative Planning | 6,503 | $459K |
| Range Advisory, LLC | 4,697 | $332K |
| POTENTIA WEALTH | 4,321 | $305K |
| D. E. Shaw & Co., Inc. | 3,823 | $270K |
| INDEPENDENT FINANCIAL GROUP, LLC | 3,661 | $258K |
| Y-Intercept (Hong Kong) Ltd | 3,466 | $245K |
| Argent Trust Co | 3,269 | $231K |
| PFG Investments, LLC | 3,222 | $227K |
| Old Peak Finance LLC | 3,192 | $225K |
| Financial Partners Group, Inc | 3,055 | $216K |
| Financial Gravity Companies, Inc. | 2,976 | $210K |
| Arax Advisory Partners | 870 | $61K |
| MERCER GLOBAL ADVISORS INC /ADV | 461 | $33K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Migdal Insurance & Financial Holdin | 120,788 | $9M |
| GTS SECURITIES LLC | 20,677 | $1M |
| Cerity Partners LLC | 16,450 | $1M |
| RENAISSANCE TECHNOLOGIES LLC | 16,100 | $1M |
| MARSHALL WACE, LLP | 9,937 | $701K |
| HRT FINANCIAL LP | 8,505 | $600K |
| Fifth Third Wealth Advisors LLC | 5,420 | $383K |
| RF&L WEALTH MANAGEMENT, LLC | 4,697 | $332K |
| RFG Advisory, LLC | 4,584 | $324K |
| TWO SIGMA SECURITIES, LLC | 3,987 | $281K |
| JANE STREET GROUP, LLC | 3,816 | $269K |
| COMMONWEALTH EQUITY SERVICES, LLC | 3,803 | $268K |
| Independent Advisor Alliance | 3,459 | $244K |
| STIFEL FINANCIAL CORP | 3,238 | $229K |
| NATIONAL BANK OF CANADA /FI | 2,200 | $155K |
| NewEdge Advisors, LLC | 1,894 | $134K |
| Advisory Services Network, LLC | 1,856 | $131K |
| TWIN PEAKS WEALTH ADVISORS, LLC | 1,000 | $71K |
| BANK OF MONTREAL /CAN | 278 | $20K |
| BNP PARIBAS FINANCIAL MARKETS | 146 | $10K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Mirae Asset Global Investments Co., | +396,470 | +65.3% | 1,003,270 |
| SCHRODER INVESTMENT MANAGEMENT GROU | +89,773 | +201.5% | 134,315 |
| SUN LIFE FINANCIAL INC | +74,706 | +1.6% | 4,783,652 |
| GOLDMAN SACHS GROUP INC | +72,165 | +58.8% | 194,826 |
| ROYAL BANK OF CANADA | +64,930 | +7.1% | 979,672 |
| AMERIPRISE FINANCIAL INC | +45,321 | +10.2% | 487,671 |
| PRINCIPAL FINANCIAL GROUP INC | +37,931 | +19.8% | 229,512 |
| Warner Group LLC | +20,175 | +98.5% | 40,650 |
| LPL Financial LLC | +16,825 | +3.3% | 527,010 |
| RAYMOND JAMES FINANCIAL INC | +12,201 | +4.2% | 300,137 |
| RETIREMENT CAPITAL STRATEGIES | +11,886 | +31.0% | 50,281 |
| Ethic Inc. | +7,953 | +215.2% | 11,649 |
| MORGAN STANLEY | +7,312 | +0.2% | 3,911,993 |
| FIFTH THIRD BANCORP | +4,036 | +1.7% | 247,359 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +3,360 | +3.0% | 114,534 |
| Insight Wealth Partners, LLC | +2,818 | +5.5% | 54,015 |
| Dynamic Advisor Solutions LLC | +2,667 | +7.0% | 40,973 |
| Kestra Advisory Services, LLC | +2,566 | +21.9% | 14,295 |
| Heirloom Wealth Management | +2,095 | +13.9% | 17,172 |
| Sonoma Allocations LLC | +1,890 | +11.9% | 17,761 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JPMORGAN CHASE & CO | -2,460,388 | -45.7% | 2,923,585 |
| WCG Wealth Advisors LLC | -166,062 | -17.3% | 792,172 |
| Gateway Wealth Partners, LLC | -20,355 | -49.8% | 20,503 |
| FLOW TRADERS U.S. LLC | -19,890 | -62.7% | 11,846 |
| Thrivent Financial for Lutherans | -11,669 | -77.2% | 3,445 |
| UBS AM, a distinct business unit of | -11,091 | -39.2% | 17,193 |
| UBS Group AG | -7,690 | -1.5% | 504,618 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -7,055 | -40.2% | 10,473 |
| Alaska Wealth Advisors, LLC | -6,218 | -3.9% | 153,671 |
| Savvy Advisors, Inc. | -3,592 | -13.0% | 23,935 |
| Tower Research Capital LLC (TRC) | -3,029 | -24.2% | 9,473 |
| OSAIC HOLDINGS, INC. | -2,496 | -4.0% | 60,502 |
| WELLS FARGO & COMPANY/MN | -2,259 | -1.7% | 129,966 |
| MAI Capital Management | -1,881 | -2.0% | 94,441 |
| Balance Wealth Partners LLC | -1,747 | -9.9% | 15,910 |
| CHOREO, LLC | -1,739 | -1.6% | 106,467 |
| Qube Research & Technologies Ltd | -1,739 | -93.6% | 118 |
| FMR LLC | -1,658 | -14.4% | 9,876 |
| SHEETS SMITH WEALTH MANAGEMENT | -1,591 | -3.4% | 45,112 |
| PRUDENTIAL PLC | -1,341 | -7.6% | 16,389 |