$37.19

+0.38 (+1.03%)

Weekly Expected Move ±1.8%

$36 $37 $37 $38 $39

ETF AMEX · AUM $240.0M

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

Institutional Ownership — TPIF

Institutional Holders

+4 vs prior quarter

0.0%

Ownership

+0.00pp

126M

Total Invested

New Positions

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (94 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	CREATIVE FINANCIAL DESIGNS INC /ADV	481,131	$18M	-297,627	-38.2%	18Q	SEC ↗
2	O'Connor Financial Group LLC	328,274	$12M	-4,537	-1.4%	14Q	SEC ↗
3	JONES FINANCIAL COMPANIES LLLP	248,134	$9M	+132,982	+115.5%	9Q	SEC ↗
4	CWM, LLC	203,432	$8M	-24,794	-10.9%	18Q	SEC ↗
5	Sound Financial Strategies Group, LLC	179,280	$7M	+2,002	+1.1%	9Q	SEC ↗
6	BENJAMIN EDWARDS INC	179,085	$7M	+49,057	+37.7%	3Q	SEC ↗
7	AMERIPRISE FINANCIAL INC	142,620	$5M	+23,916	+20.1%	2Q	SEC ↗
8	UNITED CAPITAL FINANCIAL ADVISORS, LLC	131,982	$5M	+19,988	+17.8%	7Q	SEC ↗
9	LPL Financial LLC	131,735	$5M	+6,359	+5.1%	15Q	SEC ↗
10	LVZ, Inc.	129,799	$5M	-96	-0.1%	21Q	SEC ↗
11	Kestra Advisory Services, LLC	104,297	$4M	+1,941	+1.9%	5Q	SEC ↗
12	Cambridge Investment Research Advisors	103,805	$4M	+5,621	+5.7%	14Q	SEC ↗
13	Turning Point Benefit Group, Inc.	103,650	$4M	+59,152	+132.9%	7Q	SEC ↗
14	FAMILY WEALTH PARTNERS, LLC	80,497	$3M	+9,883	+14.0%	4Q	SEC ↗
15	Focus Partners Advisor Solutions, LLC	80,360	$3M	+9,485	+13.4%	4Q	SEC ↗
16	FLOW TRADERS U.S. LLC NEW	70,517	$3M	—	+0.0%	1Q	SEC ↗
17	Sound Stewardship, LLC	55,410	$2M	-1,274	-2.2%	12Q	SEC ↗
18	SUMMIT WEALTH GROUP LLC / CO	55,184	$2M	+49,606	+889.3%	2Q	SEC ↗
19	EverSource Wealth Advisors, LLC	53,556	$2M	-1,164	-2.1%	19Q	SEC ↗
20	Cetera Investment Advisers	47,297	$2M	+2,558	+5.7%	10Q	SEC ↗
21	Geneos Wealth Management Inc.	41,380	$2M	+578	+1.4%	16Q	SEC ↗
22	Foundations Investment Advisors, LLC	41,309	$2M	+10,545	+34.3%	7Q	SEC ↗
23	J.W. COLE ADVISORS, INC. NEW	36,586	$1M	—	+0.0%	1Q	SEC ↗
24	WorthPointe, LLC	33,745	$1M	-7,797	-18.8%	3Q	SEC ↗
25	First Heartland Consultants, Inc.	29,496	$1M	+8,805	+42.6%	3Q	SEC ↗
26	UBS Group AG	28,348	$1M	-659	-2.3%	13Q	SEC ↗
27	RAYMOND JAMES FINANCIAL INC	24,240	$901K	+10,163	+72.2%	6Q	SEC ↗
28	Christian Investment Advisors, Inc.	22,747	$846K	+39	+0.2%	7Q	SEC ↗
29	JPMORGAN CHASE & CO	21,915	$815K	+1,046	+5.0%	9Q	SEC ↗
30	Ridgeline Wealth, LLC	21,136	$786K	+935	+4.6%	7Q	SEC ↗
31	IFP Advisors, Inc	20,666	$769K	+43	+0.2%	9Q	SEC ↗
32	JANE STREET GROUP, LLC	20,430	$760K	-41,330	-66.9%	3Q	SEC ↗
33	Strategic Blueprint, LLC	18,489	$688K	+123	+0.7%	18Q	SEC ↗
34	Farther Finance Advisors, LLC	17,696	$658K	+1,754	+11.0%	3Q	SEC ↗
35	Betterment LLC	17,359	$646K	+840	+5.1%	4Q	SEC ↗
36	NATIXIS ADVISORS, LLC NEW	16,761	$623K	—	+0.0%	1Q	SEC ↗
37	WIN ADVISORS, INC	16,021	$596K	-220	-1.4%	2Q	SEC ↗
38	OSAIC HOLDINGS, INC.	15,549	$578K	+3,133	+25.2%	19Q	SEC ↗
39	HARBOUR INVESTMENTS, INC.	13,925	$518K	-9,136	-39.6%	8Q	SEC ↗
40	Inspire Advisors, LLC	12,595	$468K	-5,010	-28.5%	2Q	SEC ↗
41	COMMONWEALTH EQUITY SERVICES, LLC	12,145	$452K	+1,481	+13.9%	15Q	SEC ↗
42	Strategic Equity Management	12,060	$449K	-390	-3.1%	6Q	SEC ↗
43	McAdam, LLC NEW	11,965	$445K	—	+0.0%	1Q	SEC ↗
44	OneAscent Financial Services LLC	11,947	$444K	+3,624	+43.5%	5Q	SEC ↗
45	Faithward Advisors, LLC	11,443	$426K	-1,068	-8.5%	22Q	SEC ↗
46	MONEYWISE, INC.	11,130	$414K	-105	-0.9%	6Q	SEC ↗
47	ENVESTNET ASSET MANAGEMENT INC	10,652	$396K	+2,234	+26.5%	10Q	SEC ↗
48	Atria Investments, Inc NEW	10,482	$390K	—	+0.0%	1Q	SEC ↗
49	SUSQUEHANNA INTERNATIONAL GROUP, LLP	10,303	$383K	+2,407	+30.5%	7Q	SEC ↗
50	FIRETHORN WEALTH PARTNERS, LLC	10,189	$379K	+6	+0.1%	8Q	SEC ↗

Recent Activity

New Positions (11)

Holder	Shares	Value
FLOW TRADERS U.S. LLC	70,517	$3M
J.W. COLE ADVISORS, INC.	36,586	$1M
NATIXIS ADVISORS, LLC	16,761	$623K
McAdam, LLC	11,965	$445K
Atria Investments, Inc	10,482	$390K
3EDGE Asset Management, LP	10,142	$377K
Demars Financial Group, LLC	10,076	$375K
Aptus Capital Advisors, LLC	3,391	$126K
IFG Advisory, LLC	756	$28K
StrongBox Wealth, LLC	195	$7K
Arax Advisory Partners	41	$2K

Sold Out (13)

Holder	Prev Shares	Prev Value
XY Planning Network, Inc.	117,713	$4M
Ocean Park Asset Management, LLC	70,614	$3M
CITADEL ADVISORS LLC	20,402	$759K
GOLDMAN SACHS GROUP INC	14,280	$531K
OneAscent Wealth Management LLC	9,821	$365K
49 WEALTH MANAGEMENT, LLC	7,976	$297K
Advisory Services Network, LLC	3,352	$125K
WINNOW WEALTH LLC	1,656	$62K
PARK NATIONAL CORP /OH	632	$24K
SILVER OAK SECURITIES, INCORPORATED	451	$17K
NORTHWESTERN MUTUAL WEALTH MANAGEME	339	$13K
Clarity Asset Management, Inc.	156	$6K
BANK OF AMERICA CORP /DE	52	$2K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
JONES FINANCIAL COMPANIES LLLP	+132,982	+115.5%	248,134
Turning Point Benefit Group, Inc.	+59,152	+132.9%	103,650
SUMMIT WEALTH GROUP LLC / CO	+49,606	+889.3%	55,184
BENJAMIN EDWARDS INC	+49,057	+37.7%	179,085
AMERIPRISE FINANCIAL INC	+23,916	+20.1%	142,620
UNITED CAPITAL FINANCIAL ADVISORS,	+19,988	+17.8%	131,982
Foundations Investment Advisors, LL	+10,545	+34.3%	41,309
RAYMOND JAMES FINANCIAL INC	+10,163	+72.2%	24,240
FAMILY WEALTH PARTNERS, LLC	+9,883	+14.0%	80,497
Focus Partners Advisor Solutions, L	+9,485	+13.4%	80,360
First Heartland Consultants, Inc.	+8,805	+42.6%	29,496
LPL Financial LLC	+6,359	+5.1%	131,735
Cambridge Investment Research Advis	+5,621	+5.7%	103,805
OneAscent Financial Services LLC	+3,624	+43.5%	11,947
Values First Advisors, Inc.	+3,188	+102.7%	6,292
OSAIC HOLDINGS, INC.	+3,133	+25.2%	15,549
Independent Advisor Alliance	+2,812	+39.1%	9,997
Cetera Investment Advisers	+2,558	+5.7%	47,297
SUSQUEHANNA INTERNATIONAL GROUP, LL	+2,407	+30.5%	10,303
ENVESTNET ASSET MANAGEMENT INC	+2,234	+26.5%	10,652

Biggest Decreases (17)

Holder	Reduced	Change %	Total Shares
CREATIVE FINANCIAL DESIGNS INC /ADV	-297,627	-38.2%	481,131
JANE STREET GROUP, LLC	-41,330	-66.9%	20,430
CWM, LLC	-24,794	-10.9%	203,432
HARBOUR INVESTMENTS, INC.	-9,136	-39.6%	13,925
WorthPointe, LLC	-7,797	-18.8%	33,745
Inspire Advisors, LLC	-5,010	-28.5%	12,595
O'Connor Financial Group LLC	-4,537	-1.4%	328,274
Sound Stewardship, LLC	-1,274	-2.2%	55,410
EverSource Wealth Advisors, LLC	-1,164	-2.1%	53,556
Faithward Advisors, LLC	-1,068	-8.5%	11,443
UBS Group AG	-659	-2.3%	28,348
ASSETMARK, INC	-525	-19.4%	2,177
Strategic Equity Management	-390	-3.1%	12,060
WIN ADVISORS, INC	-220	-1.4%	16,021
MONEYWISE, INC.	-105	-0.9%	11,130
LVZ, Inc.	-96	-0.1%	129,799
Ameritas Investment Partners, Inc.	-15	-22.4%	52

TPIF Institutional Ownership

Institutional Ownership — TPIF

Ownership Trends

Top Institutional Holders (94 total)

Recent Activity

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