$99.92

-0.11 (-0.11%)

Weekly Expected Move ±0.4%

$99 $100 $100 $100 $101

ETF AMEX · AUM $15.8B

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

Institutional Ownership — STIP

879

Institutional Holders

+34 vs prior quarter

0.0%

Ownership

+0.00pp

12B

Total Invested

129

New Positions

432

Increased

226

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (954 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	BlackRock, Inc.	44,245,089	4.4B	+1,966,021	+4.7%	8Q	SEC ↗
2	Betterment LLC	4,553,816	$455M	+66,236	+1.5%	15Q	SEC ↗
3	LPL Financial LLC	4,133,408	$413M	+1,009,739	+32.3%	54Q	SEC ↗
4	Modera Wealth Management, LLC	2,554,931	$255M	+112,077	+4.6%	38Q	SEC ↗
5	RITHOLTZ WEALTH MANAGEMENT	2,522,612	$252M	+112,809	+4.7%	17Q	SEC ↗
6	MORGAN STANLEY	2,250,138	$225M	+464,579	+26.0%	60Q	SEC ↗
7	ENVESTNET ASSET MANAGEMENT INC	1,995,879	$199M	+870,609	+77.4%	38Q	SEC ↗
8	COLDSTREAM CAPITAL MANAGEMENT INC	1,860,288	$186M	+407,033	+28.0%	8Q	SEC ↗
9	BANK OF AMERICA CORP /DE	1,553,079	$155M	+219,681	+16.5%	15Q	SEC ↗
10	ADVENTIST HEALTH SYSTEM SUNBELT HEALTH	1,511,194	$151M	-49,006	-3.1%	3Q	SEC ↗
11	Cetera Investment Advisers	1,437,435	$144M	+983,807	+216.9%	22Q	SEC ↗
12	Wealthcare Advisory Partners LLC	1,322,733	$132M	+113,391	+9.4%	19Q	SEC ↗
13	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	1,213,731	$121M	+50,447	+4.3%	15Q	SEC ↗
14	Farther Finance Advisors, LLC	1,118,491	$112M	+172,279	+18.2%	15Q	SEC ↗
15	AMERIPRISE FINANCIAL INC	1,108,855	$111M	+135,537	+13.9%	16Q	SEC ↗
16	JPMORGAN CHASE & CO	1,086,681	$109M	+144,020	+15.3%	22Q	SEC ↗
17	PARTNERS CAPITAL INVESTMENT GROUP, LLP	1,014,965	$101M	+31,120	+3.2%	17Q	SEC ↗
18	SCS Capital Management LLC	989,768	$99M	+21,774	+2.2%	11Q	SEC ↗
19	FLPUTNAM INVESTMENT MANAGEMENT CO	964,676	$96M	+29,250	+3.1%	21Q	SEC ↗
20	WEALTHCARE CAPITAL MANAGEMENT LLC	938,761	$94M	+21,225	+2.3%	15Q	SEC ↗
21	Tortoise Investment Management, LLC	900,987	$90M	+60,756	+7.2%	35Q	SEC ↗
22	RAYMOND JAMES FINANCIAL INC	863,944	$86M	+91,366	+11.8%	7Q	SEC ↗
23	MERCER GLOBAL ADVISORS INC /ADV	860,000	$86M	+430,616	+100.3%	22Q	SEC ↗
24	Destination Wealth Management	846,480	$85M	+20,812	+2.5%	38Q	SEC ↗
25	MASECO LLP	800,732	$80M	+25,882	+3.3%	5Q	SEC ↗
26	M. Kulyk & Associates, LLC	771,097	$77M	+44,417	+6.1%	22Q	SEC ↗
27	Haverford Trust Co	728,697	$73M	+20,467	+2.9%	15Q	SEC ↗
28	Abacus Planning Group, Inc.	705,445	$70M	+103,157	+17.1%	11Q	SEC ↗
29	STATE STREET CORP	665,185	$66M	+12,572	+1.9%	13Q	SEC ↗
30	Dynasty Wealth Management, LLC	664,407	$66M	+14,311	+2.2%	7Q	SEC ↗
31	Quotient Wealth Partners, LLC	649,411	$65M	+15,396	+2.4%	11Q	SEC ↗
32	Kestra Investment Management, LLC	627,164	$63M	-296,471	-32.1%	5Q	SEC ↗
33	KEATING INVESTMENT COUNSELORS INC	623,779	$62M	-13,582	-2.1%	15Q	SEC ↗
34	Beacon Pointe Advisors, LLC	617,519	$62M	-22,724	-3.5%	26Q	SEC ↗
35	WELLS FARGO & COMPANY/MN	614,427	$61M	+48,691	+8.6%	63Q	SEC ↗
36	NORTHWESTERN MUTUAL WEALTH MANAGEMENT	595,739	$60M	+114,302	+23.7%	26Q	SEC ↗
37	3EDGE Asset Management, LP	546,891	$55M	+18,278	+3.5%	22Q	SEC ↗
38	MARTIN & CO INC /TN	537,540	$54M	—	+0.0%	6Q	SEC ↗
39	FMR LLC	527,294	$53M	-112	-0.0%	31Q	SEC ↗
40	Empowered Funds, LLC	512,062	$51M	+4,061	+0.8%	10Q	SEC ↗
41	AlTi Global, Inc.	502,009	$50M	-3,337	-0.7%	11Q	SEC ↗
42	MAI Capital Management	494,193	$49M	+258,687	+109.8%	7Q	SEC ↗
43	GOULD ASSET MANAGEMENT LLC /CA	472,277	$47M	+2,555	+0.5%	45Q	SEC ↗
44	NewEdge Advisors, LLC	470,685	$47M	+185,013	+64.8%	20Q	SEC ↗
45	LVW Advisors, LLC	431,464	$43M	+12,818	+3.1%	11Q	SEC ↗
46	SIGMA INVESTMENT COUNSELORS INC	416,939	$42M	+9,614	+2.4%	19Q	SEC ↗
47	ALTFEST L J & CO INC	401,268	$40M	+9,687	+2.5%	35Q	SEC ↗
48	GOLDMAN SACHS GROUP INC	369,657	$37M	+52,354	+16.5%	15Q	SEC ↗
49	Austin Asset Management Co Inc	356,912	$36M	+46,362	+14.9%	19Q	SEC ↗
50	ROYAL BANK OF CANADA	340,403	$34M	+108,738	+46.9%	62Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
Alpine Bank Wealth Management	339,975	$34M
Capital Advantage, Inc.	258,789	$26M
Astoria Strategic Wealth, Inc.	234,927	$23M
Financial Gravity Companies, Inc.	188,071	$19M
Janney Montgomery Scott LLC	141,936	$14M
IFG Advisory, LLC	128,116	$13M
FLC Capital Advisors	104,401	$10M
MANUFACTURERS LIFE INSURANCE COMPAN	98,000	$10M
SAX WEALTH ADVISORS, LLC	74,321	$7M
FIRST AMERICAN TRUST, FSB	66,640	$7M
Kiker Wealth Management, LLC	65,003	$6M
LEUTHOLD GROUP, LLC	64,077	$6M
COMPASS FINANCIAL MANAGEMENT LLC	60,941	$6M
PARK AVENUE SECURITIES LLC	60,345	$6M
Indivisible Partners	55,503	$6M
MILESTONE ASSET MANAGEMENT, LLC	43,300	$4M
Horst & Graben Wealth Management LL	36,278	$4M
CANANDAIGUA NATIONAL BANK & TRUST C	31,049	$3M
HB Wealth Management, LLC	30,824	$3M
Revisor Wealth Management LLC	22,063	$2M

Sold Out (20)

Holder	Prev Shares	Prev Value
EVOKE WEALTH, LLC	306,484	$31M
JANE STREET GROUP, LLC	301,594	$30M
JSF Financial, LLC	142,972	$14M
Portfolio Design Labs, LLC	121,334	$12M
Ascent Group, LLC	100,281	$10M
Municipal Employees' Retirement Sys	95,402	$10M
Callan Family Office, LLC	88,430	$9M
RENAISSANCE TECHNOLOGIES LLC	74,500	$7M
Blueprint Investment Partners LLC	63,867	$6M
FLOW TRADERS U.S. LLC	57,001	$6M
Hershey Financial Advisers, LLC	37,673	$4M
Blueprint Financial Advisors LLC	33,652	$3M
Synergy Asset Management, LLC	27,747	$3M
FFG RETIREMENT ADVISORS LLC	26,348	$3M
Baer Investment Advisory LLC	23,827	$2M
Strategic Financial Concepts, LLC	20,110	$2M
Arete Wealth Advisors, LLC	19,871	$2M
Arlington Financial Advisors, LLC	17,583	$2M
Spartan Planning & Wealth Managemen	17,353	$2M
Legacy Wealth Partners, LLC	15,512	$2M

Biggest Increases (20)

Holder	Added	Change %	Total Shares
BlackRock, Inc.	+1,966,021	+4.7%	44,245,089
LPL Financial LLC	+1,009,739	+32.3%	4,133,408
Cetera Investment Advisers	+983,807	+216.9%	1,437,435
ENVESTNET ASSET MANAGEMENT INC	+870,609	+77.4%	1,995,879
MORGAN STANLEY	+464,579	+26.0%	2,250,138
MERCER GLOBAL ADVISORS INC /ADV	+430,616	+100.3%	860,000
COLDSTREAM CAPITAL MANAGEMENT INC	+407,033	+28.0%	1,860,288
TRUSTMARK BANK TRUST DEPARTMENT	+286,551	+13743.5%	288,636
Mirae Asset Global Investments Co.,	+271,158	+609.3%	315,658
MAI Capital Management	+258,687	+109.8%	494,193
Kestra Advisory Services, LLC	+249,583	+326.0%	326,147
BANK OF AMERICA CORP /DE	+219,681	+16.5%	1,553,079
Savant Capital, LLC	+194,224	+251.1%	271,584
NewEdge Advisors, LLC	+185,013	+64.8%	470,685
Farther Finance Advisors, LLC	+172,279	+18.2%	1,118,491
Estate Counselors, LLC	+146,565	+250.4%	205,090
JPMORGAN CHASE & CO	+144,020	+15.3%	1,086,681
AMERIPRISE FINANCIAL INC	+135,537	+13.9%	1,108,855
OneDigital Investment Advisors LLC	+123,775	+1580.0%	131,609
NORTHWESTERN MUTUAL WEALTH MANAGEME	+114,302	+23.7%	595,739

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
Main Management Fund Advisors LLC	-2,296,549	-92.6%	184,051
Cerity Partners LLC	-453,398	-72.0%	175,966
Amplius Wealth Advisors, LLC	-309,704	-60.7%	200,597
Kestra Investment Management, LLC	-296,471	-32.1%	627,164
Ethos Capital Management, Inc.	-95,725	-73.2%	34,989
NATIONS FINANCIAL GROUP INC, /IA/ /	-69,224	-88.7%	8,820
Prime Buchholz LLC	-67,833	-41.8%	94,283
SUMMITRY LLC	-66,484	-19.8%	268,602
Elm Partners Management LLC	-63,793	-35.6%	115,464
Modern Wealth Management, LLC	-61,117	-17.4%	290,562
ADVENTIST HEALTH SYSTEM SUNBELT HEA	-49,006	-3.1%	1,511,194
BANK OF MONTREAL /CAN	-45,457	-51.0%	43,737
CONSILIO WEALTH ADVISORS, LLC	-37,077	-33.2%	74,752
COMMONWEALTH EQUITY SERVICES, LLC	-33,401	-31.2%	73,620
Creative Planning	-31,074	-11.3%	243,750
OSAIC HOLDINGS, INC.	-25,754	-10.0%	230,807
Ethos Financial Group, LLC	-25,360	-17.9%	116,299
ASSETMARK, INC	-24,815	-58.3%	17,769
Beacon Pointe Advisors, LLC	-22,724	-3.5%	617,519
CREATIVE FINANCIAL DESIGNS INC /ADV	-22,312	-46.4%	25,819

STIP Institutional Ownership

Institutional Ownership — STIP

Ownership Trends

Top Institutional Holders (954 total)

Recent Activity

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