TCV Institutional Ownership
Towle Value ETF
1W: +0.5%
1M: -3.4%
3M: +0.1%
YTD: +22.1%
1Y: +24.7%
$32.06
+0.15 (+0.47%)
Weekly Expected Move ±2.0%
$31
$31
$32
$33
$33
Overview
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Institutional Ownership — TCV
19
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
19M
Total Invested
4
New Positions
1
Increased
8
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (19 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Well Done, LLC | 284,291 | $9M | -624 | -0.2% | 2Q | SEC ↗ |
| 2 | TOWLE & CO | 89,163 | $3M | +31,528 | +54.7% | 2Q | SEC ↗ |
| 3 | RAYMOND JAMES FINANCIAL INC | 34,115 | $1M | -17,662 | -34.1% | 2Q | SEC ↗ |
| 4 | MONETA GROUP INVESTMENT ADVISORS LLC | 28,127 | $902K | -5,314 | -15.9% | 2Q | SEC ↗ |
| 5 | PNC Financial Services Group, Inc. | 20,773 | $666K | — | +0.0% | 2Q | SEC ↗ |
| 6 | Mariner, LLC | 18,140 | $582K | — | +0.0% | 2Q | SEC ↗ |
| 7 | MIRAE ASSET SECURITIES (USA) INC. | 16,397 | $526K | -6,966 | -29.8% | 2Q | SEC ↗ |
| 8 | CWA Asset Management Group, LLC NEW | 14,150 | $454K | — | +0.0% | 1Q | SEC ↗ |
| 9 | Archford Capital Strategies, LLC | 13,819 | $443K | -2,024 | -12.8% | 2Q | SEC ↗ |
| 10 | Plancorp, LLC | 13,495 | $433K | -2,270 | -14.4% | 2Q | SEC ↗ |
| 11 | Apollon Wealth Management, LLC | 11,053 | $354K | — | +0.0% | 2Q | SEC ↗ |
| 12 | AMG National Trust Bank | 9,162 | $294K | — | +0.0% | 2Q | SEC ↗ |
| 13 | Mountain Capital Investment Advisors I | 7,317 | $235K | — | +0.0% | 2Q | SEC ↗ |
| 14 | Abundance Wealth Counselors NEW | 6,606 | $212K | — | +0.0% | 1Q | SEC ↗ |
| 15 | Pacific Capital Wealth Advisors, Inc. NEW | 6,556 | $210K | — | +0.0% | 1Q | SEC ↗ |
| 16 | IFG Advisors, LLC NEW | 6,312 | $202K | — | +0.0% | 1Q | SEC ↗ |
| 17 | Farther Finance Advisors, LLC | 2,994 | $96K | — | +0.0% | 2Q | SEC ↗ |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | 0 | $0K | -33,943 | -100.0% | 1Q | SEC ↗ |
| 19 | SANDERS MORRIS HARRIS LLC | 0 | $0K | -81,776 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (4)
| Holder | Shares | Value |
|---|---|---|
| CWA Asset Management Group, LLC | 14,150 | $454K |
| Abundance Wealth Counselors | 6,606 | $212K |
| Pacific Capital Wealth Advisors, In | 6,556 | $210K |
| IFG Advisors, LLC | 6,312 | $202K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SANDERS MORRIS HARRIS LLC | 81,776 | $3M |
| COMMONWEALTH EQUITY SERVICES, LLC | 33,943 | $1M |
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| TOWLE & CO | +31,528 | +54.7% | 89,163 |
Biggest Decreases (6)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | -17,662 | -34.1% | 34,115 |
| MIRAE ASSET SECURITIES (USA) INC. | -6,966 | -29.8% | 16,397 |
| MONETA GROUP INVESTMENT ADVISORS LL | -5,314 | -15.9% | 28,127 |
| Plancorp, LLC | -2,270 | -14.4% | 13,495 |
| Archford Capital Strategies, LLC | -2,024 | -12.8% | 13,819 |
| Well Done, LLC | -624 | -0.2% | 284,291 |