TTEQ Institutional Ownership
T. Rowe Price Technology ETF
1W: +2.1%
1M: +11.4%
3M: +6.4%
YTD: +38.8%
1Y: +40.2%
$45.62
+0.74 (+1.65%)
Weekly Expected Move ±3.6%
$42
$44
$46
$47
$49
Overview
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Holdings
Changes
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Analysis
Peers
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Short Interest
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Institutional Ownership — TTEQ
49
Institutional Holders
+9 vs prior quarter
0.0%
Ownership
+0.00pp
149M
Total Invested
20
New Positions
20
Increased
7
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (58 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1,208,854 | $55M | +802,825 | +197.7% | 3Q | SEC ↗ |
| 2 | RAYMOND JAMES FINANCIAL INC | 309,858 | $14M | +85,832 | +38.3% | 3Q | SEC ↗ |
| 3 | 4J Wealth Management LLC | 237,210 | $11M | +5,021 | +2.2% | 6Q | SEC ↗ |
| 4 | Baird Financial Group, Inc. | 212,820 | $10M | -210,443 | -49.7% | 2Q | SEC ↗ |
| 5 | JONES FINANCIAL COMPANIES LLLP | 148,738 | $7M | +124,280 | +508.1% | 2Q | SEC ↗ |
| 6 | SageGuard Financial Group, LLC NEW | 140,186 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 7 | HighPoint Advisor Group LLC | 131,358 | $6M | +59,545 | +82.9% | 2Q | SEC ↗ |
| 8 | Modern Wealth Management, LLC NEW | 107,537 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 9 | INDEPENDENT FINANCIAL GROUP, LLC | 82,833 | $4M | +50,633 | +157.2% | 2Q | SEC ↗ |
| 10 | JANE STREET GROUP, LLC NEW | 76,722 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 11 | Cetera Investment Advisers | 72,786 | $3M | +43,644 | +149.8% | 4Q | SEC ↗ |
| 12 | STIFEL FINANCIAL CORP | 59,753 | $3M | -13,266 | -18.2% | 4Q | SEC ↗ |
| 13 | CITADEL ADVISORS LLC | 58,464 | $3M | -81,070 | -58.1% | 5Q | SEC ↗ |
| 14 | Integrated Wealth Concepts LLC | 56,271 | $3M | +2,959 | +5.6% | 2Q | SEC ↗ |
| 15 | Gladstone Institutional Advisory LLC | 52,901 | $2M | +9,758 | +22.6% | 2Q | SEC ↗ |
| 16 | Janney Montgomery Scott LLC | 46,888 | $2M | +9,323 | +24.8% | 5Q | SEC ↗ |
| 17 | Kestra Advisory Services, LLC | 45,958 | $2M | +3,856 | +9.2% | 4Q | SEC ↗ |
| 18 | United Advisor Group, LLC | 42,933 | $2M | +7,063 | +19.7% | 5Q | SEC ↗ |
| 19 | Integrity Wealth Partners, LLC NEW | 40,067 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 20 | Joel Isaacson & Co., LLC NEW | 35,700 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 21 | Garden State Investment Advisory Servi | 32,072 | $1M | +5,539 | +20.9% | 2Q | SEC ↗ |
| 22 | ENVESTNET ASSET MANAGEMENT INC | 30,847 | $1M | -2,841 | -8.4% | 5Q | SEC ↗ |
| 23 | Clear Harbor Asset Management, LLC | 25,105 | $1M | +2,000 | +8.7% | 6Q | SEC ↗ |
| 24 | Cambridge Investment Research Advisors | 24,791 | $1M | +5,857 | +30.9% | 5Q | SEC ↗ |
| 25 | PCG Wealth Advisors, LLC | 23,692 | $1M | +2,777 | +13.3% | 2Q | SEC ↗ |
| 26 | NewEdge Advisors, LLC NEW | 22,587 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 27 | Bluesphere Advisors LLC | 14,346 | $654K | +5,387 | +60.1% | 4Q | SEC ↗ |
| 28 | RM Financial Services, LLC | 12,674 | $578K | — | +0.0% | 3Q | SEC ↗ |
| 29 | BENJAMIN EDWARDS INC | 12,089 | $552K | +222 | +1.9% | 5Q | SEC ↗ |
| 30 | OSAIC HOLDINGS, INC. | 10,856 | $495K | +2,567 | +31.0% | 7Q | SEC ↗ |
| 31 | Wealthcare Capital Partners, LLC | 10,677 | $487K | +422 | +4.1% | 4Q | SEC ↗ |
| 32 | Asio Capital, LLC NEW | 10,330 | $471K | — | +0.0% | 1Q | SEC ↗ |
| 33 | Essex Financial Services, Inc. NEW | 6,676 | $305K | — | +0.0% | 1Q | SEC ↗ |
| 34 | Perigon Wealth Management, LLC NEW | 5,588 | $255K | — | +0.0% | 1Q | SEC ↗ |
| 35 | COMMONWEALTH EQUITY SERVICES, LLC NEW | 5,575 | $254K | — | +0.0% | 1Q | SEC ↗ |
| 36 | TANDEM CAPITAL MANAGEMENT CORP /ADV NEW | 5,358 | $244K | — | +0.0% | 1Q | SEC ↗ |
| 37 | CORA CAPITAL ADVISORS LLC NEW | 4,829 | $220K | — | +0.0% | 1Q | SEC ↗ |
| 38 | Family Office Research LLC NEW | 4,596 | $210K | — | +0.0% | 1Q | SEC ↗ |
| 39 | Berbice Capital Management LLC NEW | 2,800 | $128K | — | +0.0% | 1Q | SEC ↗ |
| 40 | Realta Investment Advisors NEW | 1,600 | $73K | — | +0.0% | 1Q | SEC ↗ |
| 41 | Arax Advisory Partners | 956 | $44K | — | +0.0% | 3Q | SEC ↗ |
| 42 | N.E.W. Advisory Services LLC NEW | 580 | $26K | — | +0.0% | 1Q | SEC ↗ |
| 43 | CWM, LLC | 491 | $22K | +302 | +159.8% | 2Q | SEC ↗ |
| 44 | HARBOR INVESTMENT ADVISORY, LLC NEW | 450 | $21K | — | +0.0% | 1Q | SEC ↗ |
| 45 | Harborfront Financial Group LLC NEW | 407 | $19K | — | +0.0% | 1Q | SEC ↗ |
| 46 | Ameritas Advisory Services, LLC NEW | 250 | $11K | — | +0.0% | 1Q | SEC ↗ |
| 47 | Atlantic Union Bankshares Corp NEW | 23 | $1K | — | +0.0% | 1Q | SEC ↗ |
| 48 | MORGAN STANLEY NEW | 10 | $0K | — | +0.0% | 1Q | SEC ↗ |
| 49 | GTS SECURITIES LLC | 0 | $0K | -20,077 | -100.0% | 1Q | SEC ↗ |
| 50 | Insight Advisors, LLC/ PA | 0 | $0K | -9,598 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| SageGuard Financial Group, LLC | 140,186 | $6M |
| Modern Wealth Management, LLC | 107,537 | $5M |
| JANE STREET GROUP, LLC | 76,722 | $4M |
| Integrity Wealth Partners, LLC | 40,067 | $2M |
| Joel Isaacson & Co., LLC | 35,700 | $2M |
| NewEdge Advisors, LLC | 22,587 | $1M |
| Asio Capital, LLC | 10,330 | $471K |
| Essex Financial Services, Inc. | 6,676 | $305K |
| Perigon Wealth Management, LLC | 5,588 | $255K |
| COMMONWEALTH EQUITY SERVICES, LLC | 5,575 | $254K |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | 5,358 | $244K |
| CORA CAPITAL ADVISORS LLC | 4,829 | $220K |
| Family Office Research LLC | 4,596 | $210K |
| Berbice Capital Management LLC | 2,800 | $128K |
| Realta Investment Advisors | 1,600 | $73K |
| N.E.W. Advisory Services LLC | 580 | $26K |
| HARBOR INVESTMENT ADVISORY, LLC | 450 | $21K |
| Harborfront Financial Group LLC | 407 | $19K |
| Ameritas Advisory Services, LLC | 250 | $11K |
| Atlantic Union Bankshares Corp | 23 | $1K |
Sold Out (10)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Gateway Wealth Partners, LLC | 474,914 | $22M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 54,955 | $3M |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 49,670 | $2M |
| GTS SECURITIES LLC | 20,077 | $916K |
| Insight Advisors, LLC/ PA | 9,598 | $438K |
| Waverly Advisors, LLC | 6,234 | $284K |
| Western Wealth Management, LLC | 1,498 | $68K |
| PRIVATE TRUST CO NA | 1,192 | $54K |
| UBS Group AG | 565 | $26K |
| Aptus Capital Advisors, LLC | 5 | $0K |
Biggest Increases (20)
Biggest Decreases (4)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Baird Financial Group, Inc. | -210,443 | -49.7% | 212,820 |
| CITADEL ADVISORS LLC | -81,070 | -58.1% | 58,464 |
| STIFEL FINANCIAL CORP | -13,266 | -18.2% | 59,753 |
| ENVESTNET ASSET MANAGEMENT INC | -2,841 | -8.4% | 30,847 |