$98.21

+0.17 (+0.17%)

Weekly Expected Move ±1.2%

$96 $97 $98 $99 $100

ETF CBOE · AUM $23.0B

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

Institutional Ownership — USMV

1,473

Institutional Holders

+13 vs prior quarter

0.0%

Ownership

+0.00pp

16B

Total Invested

123

New Positions

420

Increased

667

Reduced

Closed

1.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (1561 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	FMR LLC	15,350,328	1.5B	-918	-0.0%	48Q	SEC ↗
2	RAYMOND JAMES FINANCIAL INC	14,642,755	1.4B	+392,078	+2.8%	7Q	SEC ↗
3	MORGAN STANLEY	14,034,510	1.4B	+1,285,600	+10.1%	59Q	SEC ↗
4	BANK OF AMERICA CORP /DE	12,345,824	1.2B	-429,202	-3.4%	15Q	SEC ↗
5	LPL Financial LLC	7,953,963	$781M	+1,672,866	+26.6%	54Q	SEC ↗
6	WEALTH ENHANCEMENT ADVISORY SERVICES,	4,702,673	$462M	+332,213	+7.6%	30Q	SEC ↗
7	Millburn Ridgefield LLC /DE	4,455,291	$438M	+212,694	+5.0%	12Q	SEC ↗
8	Catalyst Capital Advisors LLC	4,455,291	$438M	+212,694	+5.0%	12Q	SEC ↗
9	PNC Financial Services Group, Inc.	4,247,471	$417M	-235,289	-5.2%	15Q	SEC ↗
10	ENVESTNET ASSET MANAGEMENT INC	3,763,692	$370M	-221,416	-5.6%	57Q	SEC ↗
11	BlackRock, Inc.	3,457,587	$340M	+237,654	+7.4%	8Q	SEC ↗
12	WELLS FARGO & COMPANY/MN	3,396,004	$334M	-147,297	-4.2%	56Q	SEC ↗
13	UBS Group AG	3,119,340	$306M	-108,568	-3.4%	47Q	SEC ↗
14	Cetera Investment Advisers	2,168,165	$213M	+5,709	+0.3%	43Q	SEC ↗
15	JPMORGAN CHASE & CO	2,029,125	$199M	+163,144	+8.7%	55Q	SEC ↗
16	AMERIPRISE FINANCIAL INC	1,884,255	$185M	-559,240	-22.9%	16Q	SEC ↗
17	COMMONWEALTH EQUITY SERVICES, LLC	1,816,713	$178M	-90,082	-4.7%	35Q	SEC ↗
18	SEI INVESTMENTS CO	1,582,221	$155M	+22,179	+1.4%	15Q	SEC ↗
19	ROYAL BANK OF CANADA	1,556,142	$153M	-2,757	-0.2%	56Q	SEC ↗
20	NORTHWESTERN MUTUAL WEALTH MANAGEMENT	1,449,879	$142M	-71,352	-4.7%	46Q	SEC ↗
21	Beacon Pointe Advisors, LLC	1,419,542	$139M	+63,372	+4.7%	26Q	SEC ↗
22	Cerity Partners LLC	1,373,229	$135M	+47,146	+3.6%	23Q	SEC ↗
23	ASSETMARK, INC	1,346,488	$132M	+3,283	+0.2%	43Q	SEC ↗
24	JONES FINANCIAL COMPANIES LLLP	1,257,338	$123M	+97,840	+8.4%	11Q	SEC ↗
25	JOHNSON INVESTMENT COUNSEL INC	1,209,687	$119M	-67,034	-5.3%	15Q	SEC ↗
26	Geneos Wealth Management Inc.	1,177,268	$116M	+33,711	+2.9%	42Q	SEC ↗
27	Focus Partners Wealth	1,114,252	$109M	-74,201	-6.2%	11Q	SEC ↗
28	Cambridge Investment Research Advisors	1,093,909	$107M	-242,961	-18.2%	53Q	SEC ↗
29	MERCER GLOBAL ADVISORS INC /ADV	1,067,976	$105M	-9,913	-0.9%	30Q	SEC ↗
30	Horizon Investments, LLC	943,459	$93M	-360,040	-27.6%	22Q	SEC ↗
31	Mariner, LLC	928,271	$91M	-146,972	-13.7%	51Q	SEC ↗
32	OSAIC HOLDINGS, INC.	908,696	$89M	+89,951	+11.0%	26Q	SEC ↗
33	Russell Investments Group, Ltd.	851,515	$84M	-2,293	-0.3%	11Q	SEC ↗
34	SECURIAN ASSET MANAGEMENT, INC	837,287	$82M	—	+0.0%	44Q	SEC ↗
35	Brookstone Capital Management	818,996	$80M	-74,618	-8.4%	42Q	SEC ↗
36	CWM, LLC	733,419	$72M	-62,311	-7.8%	18Q	SEC ↗
37	CAPTRUST FINANCIAL ADVISORS	725,620	$71M	+10,229	+1.4%	39Q	SEC ↗
38	Qube Research & Technologies Ltd	721,422	$71M	+668,246	+1256.7%	16Q	SEC ↗
39	NewEdge Advisors, LLC	706,484	$69M	+88,157	+14.3%	37Q	SEC ↗
40	MAI Capital Management	686,315	$67M	-12,078	-1.7%	7Q	SEC ↗
41	US BANCORP \DE	673,975	$66M	-33,740	-4.8%	46Q	SEC ↗
42	HighTower Advisors, LLC	668,232	$66M	-33,718	-4.8%	51Q	SEC ↗
43	Janney Montgomery Scott LLC	627,522	$62M	+10,042	+1.6%	52Q	SEC ↗
44	Private Advisor Group, LLC	600,897	$59M	+108,171	+22.0%	50Q	SEC ↗
45	STIFEL FINANCIAL CORP	595,110	$58M	-61,196	-9.3%	49Q	SEC ↗
46	Steward Partners Investment Advisory,	558,307	$55M	-76,054	-12.0%	39Q	SEC ↗
47	MARSHALL WACE, LLP	497,800	$49M	+393,600	+377.7%	2Q	SEC ↗
48	Facet Wealth, Inc.	467,953	$46M	+1,968	+0.4%	13Q	SEC ↗
49	MML INVESTORS SERVICES, LLC	440,532	$43M	+74,698	+20.4%	37Q	SEC ↗
50	Integrated Wealth Concepts LLC	427,816	$42M	+1,438	+0.3%	35Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
Aspen Private Advisors, LLC	176,422	$17M
Diversify Advisory Services, LLC	115,466	$11M
Leicht Financial Planning & Wealth	86,141	$8M
HAMILTON CAPITAL PARTNERS, LLC	84,062	$8M
MANUFACTURERS LIFE INSURANCE COMPAN	77,277	$8M
Prime Buchholz LLC	74,598	$7M
CITADEL ADVISORS LLC	74,265	$7M
iA Global Asset Management Inc.	72,015	$7M
KWB Wealth	63,578	$6M
Global Retirement Partners, LLC	58,992	$6M
Compton Financial Group, LLC	54,802	$5M
HEALTHCARE OF ONTARIO PENSION PLAN	52,500	$5M
Invariant Investment Management	51,863	$5M
Balyasny Asset Management L.P.	44,126	$4M
Point72 Asset Management, L.P.	39,222	$4M
Quadrature Capital Ltd	35,265	$3M
Cornerstone Wealth Group, LLC	31,966	$3M
Econ Financial Services Corp	30,454	$3M
AXXCESS WEALTH MANAGEMENT, LLC	28,824	$3M
Oak Barrel Wealth Advisory LLC	27,874	$3M

Sold Out (20)

Holder	Prev Shares	Prev Value
Caisse de depot et placement du Que	441,070	$43M
Penserra Capital Management LLC	225,590	$22M
Tower Research Capital LLC (TRC)	140,619	$14M
BlueStem Wealth Partners, LLC	132,339	$13M
Atom Investors LP	118,443	$12M
LOCKHEED MARTIN INVESTMENT MANAGEME	104,200	$10M
Calamos Advisors LLC	92,811	$9M
WIN ADVISORS, INC	87,613	$9M
ALLSTATE CORP	58,372	$6M
LITTLEJOHN FINANCIAL SERVICES, INC.	54,216	$5M
FLOW TRADERS U.S. LLC	53,118	$5M
FSA Advisors, Inc.	51,958	$5M
Itau Unibanco Holding S.A.	47,930	$5M
Alternative Investment Advisors, LL	45,677	$4M
CROBAN	44,115	$4M
PECAUT & CO.	42,198	$4M
Castellan Group	41,342	$4M
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV	39,183	$4M
Vermillion & White Wealth Managemen	37,035	$4M
Ascentis Independent Advisors	32,429	$3M

Biggest Increases (20)

Holder	Added	Change %	Total Shares
LPL Financial LLC	+1,672,866	+26.6%	7,953,963
MORGAN STANLEY	+1,285,600	+10.1%	14,034,510
Qube Research & Technologies Ltd	+668,246	+1256.7%	721,422
MARSHALL WACE, LLP	+393,600	+377.7%	497,800
RAYMOND JAMES FINANCIAL INC	+392,078	+2.8%	14,642,755
WEALTH ENHANCEMENT ADVISORY SERVICE	+332,213	+7.6%	4,702,673
BlackRock, Inc.	+237,654	+7.4%	3,457,587
Catalyst Capital Advisors LLC	+212,694	+5.0%	4,455,291
Millburn Ridgefield LLC /DE	+212,694	+5.0%	4,455,291
CIBC WORLD MARKET INC.	+209,554	+2050.0%	219,776
JPMORGAN CHASE & CO	+163,144	+8.7%	2,029,125
Private Advisor Group, LLC	+108,171	+22.0%	600,897
JONES FINANCIAL COMPANIES LLLP	+97,840	+8.4%	1,257,338
OSAIC HOLDINGS, INC.	+89,951	+11.0%	908,696
NewEdge Advisors, LLC	+88,157	+14.3%	706,484
SYNTAX RESEARCH, INC.	+82,934	+273.2%	113,288
Advyzon Investment Management, LLC	+80,916	+556.3%	95,461
MML INVESTORS SERVICES, LLC	+74,698	+20.4%	440,532
Beacon Pointe Advisors, LLC	+63,372	+4.7%	1,419,542
Arax Advisory Partners	+57,946	+129.6%	102,656

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
TWO SIGMA INVESTMENTS, LP	-862,900	-69.0%	387,700
RITHOLTZ WEALTH MANAGEMENT	-795,607	-99.4%	4,893
AMERIPRISE FINANCIAL INC	-559,240	-22.9%	1,884,255
BANK OF AMERICA CORP /DE	-429,202	-3.4%	12,345,824
Horizon Investments, LLC	-360,040	-27.6%	943,459
Cambridge Investment Research Advis	-242,961	-18.2%	1,093,909
RWA WEALTH PARTNERS, LLC	-236,597	-97.8%	5,402
PNC Financial Services Group, Inc.	-235,289	-5.2%	4,247,471
Bank of New York Mellon Corp	-232,176	-43.6%	300,365
ENVESTNET ASSET MANAGEMENT INC	-221,416	-5.6%	3,763,692
ALLIANCEBERNSTEIN L.P.	-219,004	-72.6%	82,842
Independent Advisor Alliance	-176,992	-97.6%	4,412
Leonard Rickey Investment Advisors	-165,185	-97.3%	4,631
HARBOR CAPITAL ADVISORS, INC.	-159,802	-100.0%	11
WELLS FARGO & COMPANY/MN	-147,297	-4.2%	3,396,004
Mariner, LLC	-146,972	-13.7%	928,271
NATIONS FINANCIAL GROUP INC, /IA/ /	-119,691	-97.9%	2,561
UBS Group AG	-108,568	-3.4%	3,119,340
Modern Wealth Management, LLC	-97,095	-61.9%	59,864
Rakuten Investment Management, Inc.	-92,887	-45.1%	112,879

USMV Institutional Ownership

Institutional Ownership — USMV

Ownership Trends

Top Institutional Holders (1561 total)

Recent Activity

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