TOV Institutional Ownership
JLens 500 Jewish Advocacy U.S. ETF
1W: -0.3%
1M: +0.8%
3M: +2.5%
YTD: +13.0%
1Y: +15.2%
$32.48
+0.24 (+0.74%)
Weekly Expected Move ±1.6%
$31
$32
$32
$33
$33
Overview
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Institutional Ownership — TOV
26
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
48M
Total Invested
4
New Positions
6
Increased
4
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (29 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 626,403 | 20M | — | +0.0% | 5Q | SEC ↗ |
| 2 | NEPC LLC | 404,606 | 13M | -26,504 | -6.1% | 6Q | SEC ↗ |
| 3 | CAPTRUST FINANCIAL ADVISORS | 233,726 | 8M | — | +0.0% | 5Q | SEC ↗ |
| 4 | Bank of New York Mellon Corp | 103,519 | 3M | +32,330 | +45.4% | 3Q | SEC ↗ |
| 5 | Corient Private Wealth LP | 39,936 | 1M | — | +0.0% | 5Q | SEC ↗ |
| 6 | Sand Hill Global Advisors, LLC | 33,779 | 1M | +1,715 | +5.3% | 4Q | SEC ↗ |
| 7 | CITADEL ADVISORS LLC | 14,991 | 487K | +6,168 | +69.9% | 2Q | SEC ↗ |
| 8 | Savant Capital, LLC | 14,155 | 460K | — | +0.0% | 4Q | SEC ↗ |
| 9 | HighTower Advisors, LLC | 10,304 | 335K | +4 | +0.0% | 2Q | SEC ↗ |
| 10 | Tiller Private Wealth, Inc. | 9,124 | 296K | +225 | +2.5% | 3Q | SEC ↗ |
| 11 | Pitcairn Wealth Advisors LLC | 7,293 | 237K | — | +0.0% | 3Q | SEC ↗ |
| 12 | OSAIC HOLDINGS, INC. NEW | 2,039 | 66K | — | +0.0% | 1Q | SEC ↗ |
| 13 | MORGAN STANLEY | 2,007 | 65K | — | +0.0% | 3Q | SEC ↗ |
| 14 | Rockefeller Capital Management L.P. | 1,913 | 62K | +5 | +0.3% | 3Q | SEC ↗ |
| 15 | PNC Financial Services Group, Inc. | 1,510 | 49K | — | +0.0% | 5Q | SEC ↗ |
| 16 | MERCER GLOBAL ADVISORS INC /ADV NEW | 818 | 27K | — | +0.0% | 1Q | SEC ↗ |
| 17 | JPL Wealth Management, LLC | 430 | 14K | — | +0.0% | 2Q | SEC ↗ |
| 18 | NFSG Corp | 380 | 12K | — | +0.0% | 6Q | SEC ↗ |
| 19 | WELLS FARGO & COMPANY/MN NEW | 300 | 10K | — | +0.0% | 1Q | SEC ↗ |
| 20 | SOA Wealth Advisors, LLC. | 174 | 6K | — | +0.0% | 2Q | SEC ↗ |
| 21 | ROYAL BANK OF CANADA | 100 | 3K | — | +0.0% | 3Q | SEC ↗ |
| 22 | FMR LLC NEW | 54 | 2K | — | +0.0% | 1Q | SEC ↗ |
| 23 | Atlantic Union Bankshares Corp | 12 | 0K | — | +0.0% | 5Q | SEC ↗ |
| 24 | MAI Capital Management | 0 | 0K | -50 | -100.0% | 4Q | SEC ↗ |
| 25 | MIRAE ASSET SECURITIES (USA) INC. | 0 | 0K | -30,185 | -100.0% | 2Q | SEC ↗ |
| 26 | Cresta Advisors, Ltd. | 0 | 0K | -450 | -100.0% | 1Q | SEC ↗ |
| 27 | BANK OF AMERICA CORP /DE | 0 | 0K | -100 | -100.0% | 4Q | SEC ↗ |
| 28 | JANE STREET GROUP, LLC | 0 | 0K | -16,181 | -100.0% | 1Q | SEC ↗ |
| 29 | UBS Group AG | 0 | 0K | -65 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (4)
| Holder | Shares | Value |
|---|---|---|
| OSAIC HOLDINGS, INC. | 2,039 | 66K |
| MERCER GLOBAL ADVISORS INC /ADV | 818 | 27K |
| WELLS FARGO & COMPANY/MN | 300 | 10K |
| FMR LLC | 54 | 2K |
Sold Out (6)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| MIRAE ASSET SECURITIES (USA) INC. | 30,185 | 980K |
| JANE STREET GROUP, LLC | 16,181 | 526K |
| Cresta Advisors, Ltd. | 450 | 15K |
| BANK OF AMERICA CORP /DE | 100 | 3K |
| UBS Group AG | 65 | 2K |
| MAI Capital Management | 50 | 2K |
Biggest Increases (6)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Bank of New York Mellon Corp | +32,330 | +45.4% | 103,519 |
| CITADEL ADVISORS LLC | +6,168 | +69.9% | 14,991 |
| Sand Hill Global Advisors, LLC | +1,715 | +5.3% | 33,779 |
| Tiller Private Wealth, Inc. | +225 | +2.5% | 9,124 |
| Rockefeller Capital Management L.P. | +5 | +0.3% | 1,913 |
| HighTower Advisors, LLC | +4 | +0.0% | 10,304 |
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| NEPC LLC | -26,504 | -6.1% | 404,606 |