TOAK Institutional Ownership
Twin Oak Short Horizon Absolute Return ETF
1W: +0.1%
1M: +0.2%
3M: +0.9%
YTD: +2.5%
$29.12
+0.02 (+0.07%)
Weekly Expected Move ±0.1%
$29
$29
$29
$29
$29
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — TOAK
6
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
48M
Total Invested
2
New Positions
3
Increased
1
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (6 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | EXCHANGE TRADED CONCEPTS, LLC | 1,435,000 | $42M | +415,000 | +40.7% | 3Q | SEC ↗ |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 85,434 | $2M | +8,770 | +11.4% | 4Q | SEC ↗ |
| 3 | Retirement Planning Co of New England, | 70,361 | $2M | -14,785 | -17.4% | 7Q | SEC ↗ |
| 4 | OLD MISSION CAPITAL LLC | 41,866 | $1M | +17,956 | +75.1% | 2Q | SEC ↗ |
| 5 | WEST MICHIGAN ADVISORS, LLC NEW | 10,442 | $304K | — | +0.0% | 1Q | SEC ↗ |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 8,176 | $238K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| WEST MICHIGAN ADVISORS, LLC | 10,442 | $304K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 8,176 | $238K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (3)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| EXCHANGE TRADED CONCEPTS, LLC | +415,000 | +40.7% | 1,435,000 |
| OLD MISSION CAPITAL LLC | +17,956 | +75.1% | 41,866 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +8,770 | +11.4% | 85,434 |
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Retirement Planning Co of New Engla | -14,785 | -17.4% | 70,361 |