$44.66

-0.11 (-0.25%)

Weekly Expected Move ±0.7%

$44 $44 $45 $45 $45

ETF NASDAQ · AUM $2.6B

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

Institutional Ownership — UITB

151

Institutional Holders

+1 vs prior quarter

0.0%

Ownership

+0.00pp

Total Invested

New Positions

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (163 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	VICTORY CAPITAL MANAGEMENT INC	14,850,508	$663M	—	+0.0%	28Q	SEC ↗
2	CHARLES SCHWAB INVESTMENT MANAGEMENT I	4,295,086	$192M	-1,233,584	-22.3%	15Q	SEC ↗
3	Sixth Street Partners Management Compa NEW	4,295,086	$192M	—	+0.0%	1Q	SEC ↗
4	MORGAN STANLEY	3,904,106	$174M	+141,682	+3.8%	27Q	SEC ↗
5	Bogart Wealth, LLC	2,172,807	$97M	+112,062	+5.4%	19Q	SEC ↗
6	LPL Financial LLC	2,135,811	$95M	+36,815	+1.8%	17Q	SEC ↗
7	BANK OF AMERICA CORP /DE	1,584,354	$71M	+187,592	+13.4%	15Q	SEC ↗
8	WELLS FARGO & COMPANY/MN	1,371,114	$61M	-580,340	-29.7%	13Q	SEC ↗
9	Calamos Wealth Management LLC	1,349,050	$60M	+75,481	+5.9%	4Q	SEC ↗
10	Cetera Investment Advisers	1,207,956	$54M	-75,269	-5.9%	10Q	SEC ↗
11	Allen Capital Group, LLC	1,187,333	$53M	+73,392	+6.6%	13Q	SEC ↗
12	RAYMOND JAMES FINANCIAL INC	1,140,377	$51M	+107,827	+10.4%	7Q	SEC ↗
13	Meeder Advisory Services, Inc.	792,976	$35M	+21,648	+2.8%	5Q	SEC ↗
14	MBL Wealth, LLC	758,771	$34M	+37,896	+5.3%	9Q	SEC ↗
15	NICOLET BANKSHARES INC	671,256	$30M	+185,948	+38.3%	4Q	SEC ↗
16	Pine Valley Investments Ltd Liability	664,602	$30M	+87,546	+15.2%	10Q	SEC ↗
17	Alliance Wealth Advisors, LLC	588,561	$26M	+8,838	+1.5%	13Q	SEC ↗
18	GREENUP STREET WEALTH MANAGEMENT LLC	570,026	$25M	+124,230	+27.9%	3Q	SEC ↗
19	Allworth Financial LP	510,934	$23M	-73,887	-12.6%	17Q	SEC ↗
20	Steward Partners Investment Advisory,	476,300	$21M	+261,387	+121.6%	10Q	SEC ↗
21	Atlantic Edge Private Wealth Managemen	460,836	$21M	+191,385	+71.0%	10Q	SEC ↗
22	Blue Water Asset Management	450,385	$20M	+11,622	+2.6%	3Q	SEC ↗
23	HORAN Wealth, LLC	417,413	$19M	+6,311	+1.5%	5Q	SEC ↗
24	Sargent Investment Group, LLC	405,609	$18M	+344	+0.1%	10Q	SEC ↗
25	Pathway Financial Advisors LLC	398,354	$18M	-3,715	-0.9%	11Q	SEC ↗
26	KLINGENSTEIN FIELDS & CO LP	355,284	$16M	+41,292	+13.2%	11Q	SEC ↗
27	OSAIC HOLDINGS, INC.	353,949	$16M	+146,209	+70.4%	26Q	SEC ↗
28	Envision Financial LLC	345,285	$15M	+70,881	+25.8%	7Q	SEC ↗
29	SouthState Bank Corp	341,118	$15M	-32,471	-8.7%	6Q	SEC ↗
30	Newman Dignan & Sheerar, Inc.	338,592	$15M	-135,082	-28.5%	10Q	SEC ↗
31	Oath Planning, LLC	337,678	$15M	+64,913	+23.8%	3Q	SEC ↗
32	CREATIVE FINANCIAL DESIGNS INC /ADV	337,136	$15M	-23,968	-6.6%	8Q	SEC ↗
33	UBS Group AG	332,334	$15M	+11,333	+3.5%	14Q	SEC ↗
34	Sanctuary Advisors, LLC	328,482	$15M	-7,995	-2.4%	8Q	SEC ↗
35	Crusonia Wealth Advisors LLC	322,183	$14M	+2,019	+0.6%	3Q	SEC ↗
36	PLANNING DIRECTIONS INC	303,886	$14M	+5,195	+1.7%	9Q	SEC ↗
37	Cyr Financial Inc.	299,590	$13M	+20,733	+7.4%	8Q	SEC ↗
38	NORTHEAST PLANNING ASSOCIATES, INC. /	261,783	$12M	-169,752	-39.3%	7Q	SEC ↗
39	IMA Advisory Services, Inc.	227,451	$10M	+7,346	+3.3%	6Q	SEC ↗
40	TRUIST FINANCIAL CORP	222,648	$10M	-3,783	-1.7%	12Q	SEC ↗
41	TOTH FINANCIAL ADVISORY CORP	207,262	$9M	+11,343	+5.8%	27Q	SEC ↗
42	Orion Porfolio Solutions, LLC	193,968	$9M	-5,544	-2.8%	11Q	SEC ↗
43	Souders Financial Advisors	192,458	$9M	+15,410	+8.7%	3Q	SEC ↗
44	JPMORGAN CHASE & CO	181,659	$8M	+7,472	+4.3%	12Q	SEC ↗
45	Fjell Capital, LLC	181,398	$8M	+8,148	+4.7%	7Q	SEC ↗
46	Thrivent Financial for Lutherans	180,088	$8M	+36,920	+25.8%	9Q	SEC ↗
47	GREENWOOD CAPITAL ASSOCIATES LLC	173,049	$8M	+8,677	+5.3%	6Q	SEC ↗
48	Pinnacle Wealth Management Group, Inc.	155,645	$7M	+910	+0.6%	8Q	SEC ↗
49	Simplicity Wealth,LLC NEW	155,031	$7M	—	+0.0%	1Q	SEC ↗
50	Smith Thornton Advisors LLC	152,724	$7M	+8,780	+6.1%	9Q	SEC ↗

Recent Activity

New Positions (15)

Holder	Shares	Value
Sixth Street Partners Management Co	4,295,086	$192M
Simplicity Wealth,LLC	155,031	$7M
Wealth Advisory Team LLC	123,467	$6M
ASPIRIANT, LLC	28,000	$1M
TENET WEALTH PARTNERS, LLC	25,748	$1M
SUSQUEHANNA INTERNATIONAL GROUP, LL	20,606	$920K
FLOW TRADERS U.S. LLC	18,080	$807K
COMPASS FINANCIAL MANAGEMENT LLC	14,287	$638K
J.W. COLE ADVISORS, INC.	11,574	$517K
Advyzon Investment Management, LLC	6,080	$272K
Global Retirement Partners, LLC	5,988	$267K
Ameritas Advisory Services, LLC	5,920	$264K
MERCER GLOBAL ADVISORS INC /ADV	864	$39K
JONES FINANCIAL COMPANIES LLLP	140	$6K
CITIGROUP INC	20	$1K

Sold Out (18)

Holder	Prev Shares	Prev Value
UNITED SERVICES AUTOMOBILE ASSOCIAT	2,421,191	$108M
LeClair Wealth Partners LLC	438,763	$20M
OLD MISSION CAPITAL LLC	52,849	$2M
GOLDMAN SACHS GROUP INC	51,867	$2M
Marks Group Wealth Management, Inc	9,379	$419K
CHOREO, LLC	9,183	$410K
PERSONAL CFO SOLUTIONS, LLC	8,781	$392K
CAPTRUST FINANCIAL ADVISORS	4,813	$215K
Concorde Asset Management, LLC	4,783	$214K
Kestra Advisory Services, LLC	3,895	$174K
FLAGSHIP HARBOR ADVISORS, LLC	2,926	$131K
Johnson Financial Group, Inc.	2,675	$119K
Western Wealth Management, LLC	1,720	$77K
Signature Equity Partners, LLC	1,713	$76K
Eagle Bay Advisors LLC	579	$26K
Arax Advisory Partners	335	$15K
AE Wealth Management LLC	69	$3K
Mowery & Schoenfeld Wealth Manageme	20	$1K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
Steward Partners Investment Advisor	+261,387	+121.6%	476,300
Atlantic Edge Private Wealth Manage	+191,385	+71.0%	460,836
BANK OF AMERICA CORP /DE	+187,592	+13.4%	1,584,354
NICOLET BANKSHARES INC	+185,948	+38.3%	671,256
OSAIC HOLDINGS, INC.	+146,209	+70.4%	353,949
MORGAN STANLEY	+141,682	+3.8%	3,904,106
GREENUP STREET WEALTH MANAGEMENT LL	+124,230	+27.9%	570,026
Bogart Wealth, LLC	+112,062	+5.4%	2,172,807
RAYMOND JAMES FINANCIAL INC	+107,827	+10.4%	1,140,377
Pine Valley Investments Ltd Liabili	+87,546	+15.2%	664,602
Calamos Wealth Management LLC	+75,481	+5.9%	1,349,050
Allen Capital Group, LLC	+73,392	+6.6%	1,187,333
Envision Financial LLC	+70,881	+25.8%	345,285
Oath Planning, LLC	+64,913	+23.8%	337,678
KLINGENSTEIN FIELDS & CO LP	+41,292	+13.2%	355,284
MBL Wealth, LLC	+37,896	+5.3%	758,771
Thrivent Financial for Lutherans	+36,920	+25.8%	180,088
LPL Financial LLC	+36,815	+1.8%	2,135,811
CITADEL ADVISORS LLC	+28,450	+49.0%	86,454
Equitable Holdings, Inc.	+23,815	+57.1%	65,500

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
Calamos Advisors LLC	-1,276,263	-95.7%	56,929
CHARLES SCHWAB INVESTMENT MANAGEMEN	-1,233,584	-22.3%	4,295,086
WELLS FARGO & COMPANY/MN	-580,340	-29.7%	1,371,114
NORTHEAST PLANNING ASSOCIATES, INC.	-169,752	-39.3%	261,783
JANE STREET GROUP, LLC	-142,012	-83.3%	28,492
Newman Dignan & Sheerar, Inc.	-135,082	-28.5%	338,592
Cetera Investment Advisers	-75,269	-5.9%	1,207,956
Allworth Financial LP	-73,887	-12.6%	510,934
Cambridge Investment Research Advis	-33,174	-35.5%	60,180
SouthState Bank Corp	-32,471	-8.7%	341,118
CREATIVE FINANCIAL DESIGNS INC /ADV	-23,968	-6.6%	337,136
Patriot Financial Group Insurance A	-22,820	-43.4%	29,776
FIFTH THIRD BANCORP	-17,510	-45.2%	21,248
Sanctuary Advisors, LLC	-7,995	-2.4%	328,482
MML INVESTORS SERVICES, LLC	-5,841	-20.2%	23,141
Orion Porfolio Solutions, LLC	-5,544	-2.8%	193,968
Owl Creek Wealth Partners LLC	-5,478	-11.7%	41,285
ROYAL BANK OF CANADA	-4,421	-2.9%	146,987
ENVESTNET ASSET MANAGEMENT INC	-4,191	-6.4%	61,601
Bank of New York Mellon Corp	-4,162	-4.4%	90,190

UITB Institutional Ownership

Institutional Ownership — UITB

Ownership Trends

Top Institutional Holders (163 total)

Recent Activity

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