$10.97

+0.16 (+1.48%)

Weekly Expected Move ±3.0%

$10 $11 $11 $11 $12

ETF NYSE · AUM $558.2M

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

Institutional Ownership — TNGY

Institutional Holders

-1 vs prior quarter

0.0%

Ownership

+0.00pp

298M

Total Invested

New Positions

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (100 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	BANK OF AMERICA CORP /DE	10,328,549	$113M	-491,618	-4.5%	5Q	SEC ↗
2	ENVESTNET ASSET MANAGEMENT INC	4,633,732	$51M	+115,125	+2.5%	5Q	SEC ↗
3	D.A. DAVIDSON & CO.	4,342,251	$48M	+109,437	+2.6%	5Q	SEC ↗
4	RAYMOND JAMES FINANCIAL INC	2,259,548	$25M	-7,075	-0.3%	5Q	SEC ↗
5	UBS Group AG	1,155,355	$13M	+30,973	+2.8%	5Q	SEC ↗
6	LPL Financial LLC	724,344	$8M	+156,834	+27.6%	5Q	SEC ↗
7	Baird Financial Group, Inc.	576,456	$6M	-57,991	-9.1%	5Q	SEC ↗
8	EXENCIAL WEALTH ADVISORS, LLC	553,705	$6M	+3,692	+0.7%	4Q	SEC ↗
9	Parkside Financial Bank & Trust	534,247	$6M	+1,079	+0.2%	5Q	SEC ↗
10	ROYAL BANK OF CANADA	483,500	$5M	+68	+0.0%	5Q	SEC ↗
11	Savant Capital, LLC NEW	399,785	$4M	—	+0.0%	1Q	SEC ↗
12	Waverly Advisors, LLC	393,007	$4M	-13,927	-3.4%	5Q	SEC ↗
13	CAPTRUST FINANCIAL ADVISORS	379,259	$4M	-2,223	-0.6%	5Q	SEC ↗
14	NORTHERN TRUST CORP	366,996	$4M	—	+0.0%	5Q	SEC ↗
15	Ignite Planners, LLC	277,754	$3M	+19,842	+7.7%	5Q	SEC ↗
16	Lee Financial Co	210,096	$2M	-1,300	-0.6%	5Q	SEC ↗
17	SCS Capital Management LLC	178,183	$2M	—	+0.0%	5Q	SEC ↗
18	Mariner, LLC	167,363	$2M	-5,614	-3.2%	5Q	SEC ↗
19	ROMAN BUTLER FULLERTON & CO	159,144	$2M	+1,783	+1.1%	5Q	SEC ↗
20	OPPENHEIMER & CO INC	153,004	$2M	-1,450	-0.9%	5Q	SEC ↗
21	HighTower Advisors, LLC	127,846	$1M	+1,285	+1.0%	5Q	SEC ↗
22	DAVIDSON TRUST CO	121,392	$1M	+9,090	+8.1%	5Q	SEC ↗
23	Alteri Wealth LLC	119,363	$1M	+2,645	+2.3%	5Q	SEC ↗
24	INDEPENDENT FINANCIAL GROUP, LLC	119,127	$1M	-11,808	-9.0%	5Q	SEC ↗
25	MAI Capital Management	118,640	$1M	+1,294	+1.1%	5Q	SEC ↗
26	COMMONWEALTH EQUITY SERVICES, LLC	118,290	$1M	+3,427	+3.0%	5Q	SEC ↗
27	Steward Partners Investment Advisory,	116,662	$1M	-36,172	-23.7%	5Q	SEC ↗
28	MORGAN STANLEY	110,409	$1M	+341	+0.3%	5Q	SEC ↗
29	Atlanta Consulting Group Advisors, LLC	96,000	$1M	—	+0.0%	5Q	SEC ↗
30	WEALTH ENHANCEMENT ADVISORY SERVICES,	86,265	$946K	+46,898	+119.1%	5Q	SEC ↗
31	Onyx Bridge Wealth Group LLC	73,937	$811K	+107	+0.1%	5Q	SEC ↗
32	Lionsbridge Wealth Management LLC NEW	72,511	$795K	—	+0.0%	1Q	SEC ↗
33	Cetera Investment Advisers	69,254	$760K	+8,472	+13.9%	5Q	SEC ↗
34	Legacy Capital Wealth Partners, LLC	68,352	$750K	+807	+1.2%	5Q	SEC ↗
35	BANK OZK	67,508	$741K	—	+0.0%	5Q	SEC ↗
36	ELEVATION POINT WEALTH PARTNERS, LLC	66,510	$730K	-225	-0.3%	4Q	SEC ↗
37	Merit Financial Group, LLC	65,056	$714K	-5,549	-7.9%	5Q	SEC ↗
38	OSAIC HOLDINGS, INC.	64,928	$712K	-27,257	-29.6%	5Q	SEC ↗
39	GTS SECURITIES LLC	63,291	$694K	+45,832	+262.5%	2Q	SEC ↗
40	BROWN BROTHERS HARRIMAN & CO	60,439	$663K	—	+0.0%	4Q	SEC ↗
41	Patriot Financial Group Insurance Agen	60,338	$662K	-59,052	-49.5%	5Q	SEC ↗
42	AMERIPRISE FINANCIAL INC	56,436	$619K	-19,391	-25.6%	5Q	SEC ↗
43	Vestmark Advisory Solutions, Inc.	55,172	$605K	-225	-0.4%	4Q	SEC ↗
44	Creative Planning	54,863	$602K	—	+0.0%	5Q	SEC ↗
45	Indivisible Partners	52,003	$570K	+219	+0.4%	3Q	SEC ↗
46	Lido Advisors, LLC	45,705	$501K	+242	+0.5%	5Q	SEC ↗
47	PNC Financial Services Group, Inc.	45,342	$497K	—	+0.0%	5Q	SEC ↗
48	Clear Harbor Asset Management, LLC	44,974	$493K	+899	+2.0%	5Q	SEC ↗
49	CHOREO, LLC	37,270	$409K	—	+0.0%	5Q	SEC ↗
50	IFG Advisory, LLC NEW	35,667	$391K	—	+0.0%	1Q	SEC ↗

Recent Activity

New Positions (7)

Holder	Shares	Value
Savant Capital, LLC	399,785	$4M
Lionsbridge Wealth Management LLC	72,511	$795K
IFG Advisory, LLC	35,667	$391K
CITADEL ADVISORS LLC	16,371	$180K
Financial Gravity Companies, Inc.	7,548	$83K
Rockefeller Capital Management L.P.	437	$5K
Integrated Wealth Concepts LLC	73	$1K

Sold Out (8)

Holder	Prev Shares	Prev Value
Stratos Wealth Partners, LTD.	17,242	$189K
MML INVESTORS SERVICES, LLC	16,595	$182K
QRG CAPITAL MANAGEMENT, INC.	14,731	$162K
High Probability Advisors, LLC	14,145	$155K
Meridian Financial Partners LLC	12,373	$136K
VICTORY FINANCIAL GROUP, LLC	11,256	$123K
TUCKER ASSET MANAGEMENT LLC	1,853	$20K
Nova Wealth Management, Inc.	94	$1K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
LPL Financial LLC	+156,834	+27.6%	724,344
ENVESTNET ASSET MANAGEMENT INC	+115,125	+2.5%	4,633,732
D.A. DAVIDSON & CO.	+109,437	+2.6%	4,342,251
WEALTH ENHANCEMENT ADVISORY SERVICE	+46,898	+119.1%	86,265
GTS SECURITIES LLC	+45,832	+262.5%	63,291
UBS Group AG	+30,973	+2.8%	1,155,355
Ignite Planners, LLC	+19,842	+7.7%	277,754
WELLS FARGO & COMPANY/MN	+17,369	+902.8%	19,293
FIFTH THIRD BANCORP	+9,579	+94.3%	19,735
DAVIDSON TRUST CO	+9,090	+8.1%	121,392
Cetera Investment Advisers	+8,472	+13.9%	69,254
EXENCIAL WEALTH ADVISORS, LLC	+3,692	+0.7%	553,705
COMMONWEALTH EQUITY SERVICES, LLC	+3,427	+3.0%	118,290
Alteri Wealth LLC	+2,645	+2.3%	119,363
FMR LLC	+2,247	+31.7%	9,344
ROMAN BUTLER FULLERTON & CO	+1,783	+1.1%	159,144
MAI Capital Management	+1,294	+1.1%	118,640
HighTower Advisors, LLC	+1,285	+1.0%	127,846
Parkside Financial Bank & Trust	+1,079	+0.2%	534,247
Clear Harbor Asset Management, LLC	+899	+2.0%	44,974

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
BANK OF AMERICA CORP /DE	-491,618	-4.5%	10,328,549
Patriot Financial Group Insurance A	-59,052	-49.5%	60,338
Baird Financial Group, Inc.	-57,991	-9.1%	576,456
SUSQUEHANNA INTERNATIONAL GROUP, LL	-50,903	-68.3%	23,593
Steward Partners Investment Advisor	-36,172	-23.7%	116,662
OSAIC HOLDINGS, INC.	-27,257	-29.6%	64,928
AMERIPRISE FINANCIAL INC	-19,391	-25.6%	56,436
Waverly Advisors, LLC	-13,927	-3.4%	393,007
INDEPENDENT FINANCIAL GROUP, LLC	-11,808	-9.0%	119,127
Visionary Wealth Advisors	-7,903	-19.1%	33,369
RAYMOND JAMES FINANCIAL INC	-7,075	-0.3%	2,259,548
Mariner, LLC	-5,614	-3.2%	167,363
Merit Financial Group, LLC	-5,549	-7.9%	65,056
NewEdge Advisors, LLC	-5,042	-17.8%	23,272
ELEVATION WEALTH PARTNERS, LLC	-2,486	-11.0%	20,088
CAPTRUST FINANCIAL ADVISORS	-2,223	-0.6%	379,259
LANARK FINANCIAL, INC.	-2,135	-10.2%	18,748
Cannon Wealth Management Services,	-2,119	-11.3%	16,579
OPPENHEIMER & CO INC	-1,450	-0.9%	153,004
Lee Financial Co	-1,300	-0.6%	210,096

TNGY Institutional Ownership

Institutional Ownership — TNGY

Ownership Trends

Top Institutional Holders (100 total)

Recent Activity

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