VIS Institutional Ownership
Vanguard Industrials ETF
1W: -0.2%
1M: -1.4%
3M: -9.0%
YTD: +7.2%
1Y: +10.7%
3Y: +72.1%
5Y: +78.7%
$326.50
+2.66 (+0.82%)
Weekly Expected Move ±1.9%
$314
$320
$326
$333
$339
Overview
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Holdings
Changes
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Institutional Ownership — VIS
664
Institutional Holders
+30 vs prior quarter
0.0%
Ownership
+0.00pp
5B
Total Invested
71
New Positions
207
Increased
216
Reduced
38
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (698 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 4,059,536 | 1.3B | +134,306 | +3.4% | 15Q | SEC ↗ |
| 2 | PGIM Custom Harvest LLC | 1,046,706 | $342M | +39,360 | +3.9% | 15Q | SEC ↗ |
| 3 | MORGAN STANLEY | 896,593 | $293M | +40,822 | +4.8% | 60Q | SEC ↗ |
| 4 | WELLS FARGO & COMPANY/MN | 614,868 | $201M | -27,906 | -4.3% | 79Q | SEC ↗ |
| 5 | UBS Group AG | 370,300 | $121M | -4,619 | -1.2% | 9Q | SEC ↗ |
| 6 | LPL Financial LLC | 303,789 | $99M | +10,794 | +3.7% | 54Q | SEC ↗ |
| 7 | Beacon Capital Management, Inc. | 280,807 | $92M | -44,371 | -13.6% | 51Q | SEC ↗ |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 272,584 | $89M | +1,346 | +0.5% | 35Q | SEC ↗ |
| 9 | RAYMOND JAMES FINANCIAL INC | 261,124 | $85M | +8,263 | +3.3% | 7Q | SEC ↗ |
| 10 | Main Management LLC | 183,975 | $60M | +17,411 | +10.5% | 2Q | SEC ↗ |
| 11 | ROYAL BANK OF CANADA | 163,928 | $54M | +14,923 | +10.0% | 67Q | SEC ↗ |
| 12 | STIFEL FINANCIAL CORP | 162,687 | $53M | +3,988 | +2.5% | 47Q | SEC ↗ |
| 13 | AMERIPRISE FINANCIAL INC | 155,606 | $51M | +7,776 | +5.3% | 16Q | SEC ↗ |
| 14 | HighTower Advisors, LLC | 149,499 | $49M | +4,016 | +2.8% | 22Q | SEC ↗ |
| 15 | Compass Financial Group, INC/SD | 148,597 | $49M | +6,255 | +4.4% | 15Q | SEC ↗ |
| 16 | JPMORGAN CHASE & CO | 141,400 | $46M | +5,919 | +4.4% | 43Q | SEC ↗ |
| 17 | Lido Advisors, LLC | 112,796 | $37M | +2,746 | +2.5% | 27Q | SEC ↗ |
| 18 | Ameritas Advisory Services, LLC | 103,898 | $34M | +30,472 | +41.5% | 12Q | SEC ↗ |
| 19 | Cetera Investment Advisers | 98,849 | $32M | -1,127 | -1.1% | 23Q | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 90,947 | $30M | -2,410 | -2.6% | 34Q | SEC ↗ |
| 21 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 90,784 | $30M | -27,261 | -23.1% | 39Q | SEC ↗ |
| 22 | KCM INVESTMENT ADVISORS LLC | 86,620 | $28M | -213 | -0.2% | 14Q | SEC ↗ |
| 23 | Marks Wealth, LLC NEW | 82,704 | $27M | — | +0.0% | 1Q | SEC ↗ |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | 78,957 | $26M | +1,082 | +1.4% | 35Q | SEC ↗ |
| 25 | Harfst & Associates, Inc. | 73,175 | $24M | +795 | +1.1% | 10Q | SEC ↗ |
| 26 | OSAIC HOLDINGS, INC. | 72,593 | $24M | +8,911 | +14.0% | 26Q | SEC ↗ |
| 27 | MML INVESTORS SERVICES, LLC | 61,898 | $20M | +3,706 | +6.4% | 37Q | SEC ↗ |
| 28 | M&T Bank Corp | 58,706 | $19M | -5,245 | -8.2% | 20Q | SEC ↗ |
| 29 | Steward Partners Investment Advisory, | 57,824 | $19M | +6,188 | +12.0% | 29Q | SEC ↗ |
| 30 | Cadent Capital Advisors, LLC | 51,263 | $17M | +1,667 | +3.4% | 23Q | SEC ↗ |
| 31 | Capital Advantage, Inc. | 50,964 | $17M | -520 | -1.0% | 9Q | SEC ↗ |
| 32 | PNC Financial Services Group, Inc. | 48,792 | $16M | -500 | -1.0% | 15Q | SEC ↗ |
| 33 | MinichMacGregor Wealth Management, LLC | 44,067 | $14M | -151 | -0.3% | 24Q | SEC ↗ |
| 34 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 43,379 | $14M | +31,781 | +274.0% | 2Q | SEC ↗ |
| 35 | Janney Montgomery Scott LLC | 43,302 | $14M | +6,571 | +17.9% | 8Q | SEC ↗ |
| 36 | Empower Advisory Group, LLC | 41,122 | $13M | +330 | +0.8% | 14Q | SEC ↗ |
| 37 | BNP PARIBAS FINANCIAL MARKETS | 40,000 | $13M | +20,000 | +100.0% | 6Q | SEC ↗ |
| 38 | Clear Creek Financial Management, LLC | 39,804 | $13M | +15,602 | +64.5% | 5Q | SEC ↗ |
| 39 | J.W. COLE ADVISORS, INC. | 38,155 | $12M | +581 | +1.5% | 19Q | SEC ↗ |
| 40 | AGF MANAGEMENT LTD | 37,810 | $12M | -415 | -1.1% | 15Q | SEC ↗ |
| 41 | Trinity Legacy Partners, LLC | 37,658 | $12M | -2,450 | -6.1% | 24Q | SEC ↗ |
| 42 | GOLDMAN SACHS GROUP INC | 37,209 | $12M | +484 | +1.3% | 15Q | SEC ↗ |
| 43 | TRUIST FINANCIAL CORP | 35,593 | $12M | -1,939 | -5.2% | 27Q | SEC ↗ |
| 44 | J. Safra Sarasin Holding AG | 33,235 | $11M | — | +0.0% | 2Q | SEC ↗ |
| 45 | MassMutual Private Wealth & Trust, FSB | 31,941 | $10M | -173 | -0.5% | 36Q | SEC ↗ |
| 46 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 31,532 | $10M | +3,777 | +13.6% | 12Q | SEC ↗ |
| 47 | Polianta Ltd NEW | 29,500 | $10M | — | +0.0% | 1Q | SEC ↗ |
| 48 | Corient Private Wealth LP | 29,357 | $10M | -1,485 | -4.8% | 15Q | SEC ↗ |
| 49 | JONES FINANCIAL COMPANIES LLLP | 28,720 | $9M | +6,369 | +28.5% | 21Q | SEC ↗ |
| 50 | SIMON QUICK ADVISORS, LLC | 27,563 | $9M | -121 | -0.4% | 5Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Marks Wealth, LLC | 82,704 | $27M |
| Polianta Ltd | 29,500 | $10M |
| Teucrium Investment Advisors, LLC | 11,899 | $4M |
| Aspire Capital Advisors LLC | 4,987 | $2M |
| VAQUERO PRIVATE WEALTH, LTD | 4,000 | $1M |
| GTS SECURITIES LLC | 3,948 | $1M |
| Sixth Street Partners Management Co | 3,763 | $1M |
| MANNING & NAPIER ADVISORS LLC | 3,417 | $1M |
| NORTHSTAR ASSET MANAGEMENT Co | 2,715 | $886K |
| COMPASS FINANCIAL MANAGEMENT LLC | 2,544 | $831K |
| HRT FINANCIAL LP | 2,357 | $770K |
| Lauer Wealth, LLC | 2,188 | $714K |
| MANUFACTURERS LIFE INSURANCE COMPAN | 2,088 | $682K |
| BYRNE FINANCIAL FREEDOM, LLC | 1,999 | $653K |
| Timbuktu Capital Management, LLC | 1,963 | $641K |
| Coppell Advisory Solutions LLC | 1,795 | $586K |
| Nuveen, LLC | 1,633 | $533K |
| Advisor Resource Council | 1,572 | $513K |
| IMA Advisory Services, Inc. | 1,073 | $350K |
| AlphaStar Capital Management, LLC | 1,070 | $349K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Axiom Financial Strategies, LLC | 11,101 | $4M |
| Empirical Asset Management, LLC | 10,292 | $3M |
| EVOKE WEALTH, LLC | 5,222 | $2M |
| Y-Intercept (Hong Kong) Ltd | 5,162 | $2M |
| Keel Point, LLC | 3,799 | $1M |
| Independent Advisor Alliance | 3,678 | $1M |
| Activest Wealth Management | 3,299 | $1M |
| LAZARD ASSET MANAGEMENT LLC | 3,115 | $1M |
| XTX Topco Ltd | 2,577 | $841K |
| JANE STREET GROUP, LLC | 2,188 | $714K |
| Arete Wealth Advisors, LLC | 1,960 | $640K |
| BBR PARTNERS, LLC | 1,861 | $608K |
| Osbon Capital Management LLC | 1,805 | $589K |
| Hilltop Holdings Inc. | 1,717 | $561K |
| TIAA TRUST, NATIONAL ASSOCIATION | 1,695 | $553K |
| HBW ADVISORY SERVICES LLC | 1,680 | $549K |
| Richmond Investment Services, LLC | 1,359 | $444K |
| Orion Porfolio Solutions, LLC | 1,307 | $427K |
| Advisor OS, LLC | 1,203 | $393K |
| Envestnet Portfolio Solutions, Inc. | 1,172 | $383K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Beacon Capital Management, Inc. | -44,371 | -13.6% | 280,807 |
| WELLS FARGO & COMPANY/MN | -27,906 | -4.3% | 614,868 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -27,261 | -23.1% | 90,784 |
| Kinloch Capital, LLC | -16,050 | -47.8% | 17,540 |
| BLAIR WILLIAM & CO/IL | -14,673 | -75.5% | 4,768 |
| UBS AM, a distinct business unit of | -14,062 | -63.1% | 8,225 |
| Richmond Brothers, Inc. | -12,243 | -55.8% | 9,697 |
| EXCHANGE TRADED CONCEPTS, LLC | -9,762 | -46.0% | 11,461 |
| Private Advisor Group, LLC | -9,204 | -42.4% | 12,521 |
| FLOW TRADERS U.S. LLC | -6,319 | -79.4% | 1,636 |
| CAPTRUST FINANCIAL ADVISORS | -5,281 | -30.7% | 11,911 |
| M&T Bank Corp | -5,245 | -8.2% | 58,706 |
| UBS Group AG | -4,619 | -1.2% | 370,300 |
| Beacon Pointe Advisors, LLC | -2,904 | -60.4% | 1,906 |
| Trinity Legacy Partners, LLC | -2,450 | -6.1% | 37,658 |
| Rockefeller Capital Management L.P. | -2,410 | -2.6% | 90,947 |
| Mariner, LLC | -2,006 | -7.9% | 23,533 |
| TRUIST FINANCIAL CORP | -1,939 | -5.2% | 35,593 |
| Tower Research Capital LLC (TRC) | -1,870 | -95.8% | 82 |
| Sharper & Granite LLC | -1,607 | -8.3% | 17,712 |