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TOPC Institutional Ownership

iShares S&P 500 3% Capped ETF
1W: -0.4% 1M: +0.3% 3M: +0.7% YTD: +12.2% 1Y: +14.7%
$34.85
+0.20 (+0.58%)
 
Weekly Expected Move ±1.3%
$34 $34 $35 $35 $36
ETF AMEX · AUM $11.8M

Institutional Ownership — TOPC

11
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
15M
Total Invested
2
New Positions
2
Increased
4
Reduced
2
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (11 total)

# Holder Shares Value Change Change % Holding Period Filing
1 BlackRock, Inc. 173,000 $6M — +0.0% 5Q SEC ↗
2 AGF MANAGEMENT LTD 92,860 $3M -2,830 -3.0% 4Q SEC ↗
3 BANK OF MONTREAL /CAN NEW 83,961 $3M — +0.0% 1Q SEC ↗
4 ROYAL BANK OF CANADA 46,703 $2M +7,286 +18.5% 4Q SEC ↗
5 SUSQUEHANNA INTERNATIONAL GROUP, LLP 20,044 $699K -9,124 -31.3% 5Q SEC ↗
6 Granite Bay Wealth Management, LLC 6,846 $239K — +0.0% 4Q SEC ↗
7 NATIONAL BANK OF CANADA /FI 1,534 $53K +359 +30.6% 2Q SEC ↗
8 Federation des caisses Desjardins du Q 125 $4K — +0.0% 2Q SEC ↗
9 IFP Advisors, Inc NEW 25 $1K — +0.0% 1Q SEC ↗
10 CITADEL ADVISORS LLC 0 $0K -35,638 -100.0% 1Q SEC ↗
11 Advisory Services Network, LLC 0 $0K -315 -100.0% 1Q SEC ↗

Recent Activity

New Positions (2)
HolderSharesValue
BANK OF MONTREAL /CAN 83,961 $3M
IFP Advisors, Inc 25 $1K
Sold Out (2)
HolderPrev SharesPrev Value
CITADEL ADVISORS LLC 35,638 $1M
Advisory Services Network, LLC 315 $11K
Biggest Increases (2)
HolderAddedChange %Total Shares
ROYAL BANK OF CANADA +7,286 +18.5% 46,703
NATIONAL BANK OF CANADA /FI +359 +30.6% 1,534
Biggest Decreases (2)
HolderReducedChange %Total Shares
SUSQUEHANNA INTERNATIONAL GROUP, LL -9,124 -31.3% 20,044
AGF MANAGEMENT LTD -2,830 -3.0% 92,860

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms