STRN Institutional Ownership
SMART Trend 25 ETF
1W: +2.6%
1M: +5.2%
3M: -1.4%
YTD: +22.6%
1Y: +25.1%
$27.30
+0.40 (+1.47%)
Weekly Expected Move ±2.4%
$26
$27
$27
$28
$29
Overview
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Institutional Ownership — STRN
6
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
17M
Total Invested
0
New Positions
2
Increased
4
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (6 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | SMART Wealth LLC | 306,434 | $8M | +163,357 | +114.2% | 4Q | SEC ↗ |
| 2 | Authentikos Wealth Advisory, LLC | 135,901 | $4M | -35,138 | -20.5% | 3Q | SEC ↗ |
| 3 | Brookstone Capital Management | 125,059 | $3M | +83,268 | +199.2% | 2Q | SEC ↗ |
| 4 | AE Wealth Management LLC | 11,978 | $327K | -5,184 | -30.2% | 4Q | SEC ↗ |
| 5 | MORGAN STANLEY | 3,268 | $89K | -14,174 | -81.3% | 2Q | SEC ↗ |
| 6 | GOLDMAN SACHS GROUP INC | 0 | $0K | -41,395 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (0)
No new positions this quarter.
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| GOLDMAN SACHS GROUP INC | 41,395 | $1M |
Biggest Increases (2)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| SMART Wealth LLC | +163,357 | +114.2% | 306,434 |
| Brookstone Capital Management | +83,268 | +199.2% | 125,059 |
Biggest Decreases (3)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Authentikos Wealth Advisory, LLC | -35,138 | -20.5% | 135,901 |
| MORGAN STANLEY | -14,174 | -81.3% | 3,268 |
| AE Wealth Management LLC | -5,184 | -30.2% | 11,978 |