$291.20

+2.32 (+0.80%)

Weekly Expected Move ±2.2%

$273 $279 $286 $292 $298

ETF AMEX · AUM $32.8B

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

Institutional Ownership — VOT

1,156

Institutional Holders

+4 vs prior quarter

0.0%

Ownership

+0.00pp

Total Invested

New Positions

370

Increased

476

Reduced

160

Closed

1.33

Put/Call Ratio

Ownership Trends

Top Institutional Holders (1248 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	MORGAN STANLEY	2,972,164	$865M	+43,368	+1.5%	12Q	SEC ↗
2	BANK OF AMERICA CORP /DE	2,157,636	$628M	+54,788	+2.6%	13Q	SEC ↗
3	ASSETMARK, INC	2,141,628	$624M	-76,750	-3.5%	13Q	SEC ↗
4	WELLS FARGO & COMPANY/MN	1,615,293	$470M	+40,251	+2.6%	12Q	SEC ↗
5	EP Wealth Advisors, LLC	1,551,126	$452M	+145,782	+10.4%	2Q	SEC ↗
6	ROYAL BANK OF CANADA	1,282,983	$374M	-494,813	-27.8%	13Q	SEC ↗
7	UBS Group AG	1,119,923	$326M	+59,775	+5.6%	13Q	SEC ↗
8	PNC FINANCIAL SERVICES GROUP, INC.	1,114,697	$325M	+10,638	+1.0%	13Q	SEC ↗
9	Truepoint, Inc.	1,105,967	$322M	+37,393	+3.5%	13Q	SEC ↗
10	JONES FINANCIAL COMPANIES LLLP	1,036,302	$302M	+153,419	+17.4%	13Q	SEC ↗
11	VANTAGEPOINT INVESTMENT ADVISERS LLC	984,312	$287M	+47,735	+5.1%	2Q	SEC ↗
12	LPL Financial LLC	900,988	$262M	+24,587	+2.8%	13Q	SEC ↗
13	NORTHWESTERN MUTUAL WEALTH MANAGEMENT	871,783	$254M	-70,588	-7.5%	13Q	SEC ↗
14	MONETA GROUP INVESTMENT ADVISORS LLC	717,522	$209M	+44,967	+6.7%	13Q	SEC ↗
15	ENVESTNET ASSET MANAGEMENT INC	711,923	$207M	+36,146	+5.3%	13Q	SEC ↗
16	STEPHENS GROUP ASSET MANAGEMENT, LLC	660,319	$192M	+205,546	+45.2%	13Q	SEC ↗
17	RAYMOND JAMES FINANCIAL INC	544,506	$159M	-10,783	-1.9%	6Q	SEC ↗
18	TIAA-CREF INDIVIDUAL & INSTITUTIONAL S NEW	541,051	$158M	—	+0.0%	1Q	SEC ↗
19	STIFEL FINANCIAL CORP	513,751	$150M	+9,610	+1.9%	13Q	SEC ↗
20	Avior Wealth Management, LLC	357,505	$104M	+8,348	+2.4%	13Q	SEC ↗
21	AMERIPRISE FINANCIAL INC	345,762	$101M	-18,167	-5.0%	13Q	SEC ↗
22	Rockefeller Capital Management L.P.	328,146	$96M	-520,714	-61.3%	13Q	SEC ↗
23	TRUIST FINANCIAL CORP	277,422	$81M	-4,501	-1.6%	13Q	SEC ↗
24	COMMONWEALTH EQUITY SERVICES, LLC	276,854	$81M	-55,772	-16.8%	13Q	SEC ↗
25	Busey Bank	272,682	$79M	+31,945	+13.3%	13Q	SEC ↗
26	FMR LLC	251,952	$73M	+1,701	+0.7%	13Q	SEC ↗
27	Waverly Advisors, LLC	240,640	$70M	-8,473	-3.4%	13Q	SEC ↗
28	Orgel Wealth Management, LLC	219,081	$64M	+3,836	+1.8%	13Q	SEC ↗
29	McAdam, LLC	208,751	$61M	+5,546	+2.7%	13Q	SEC ↗
30	Cetera Investment Advisers	206,140	$60M	-18,405	-8.2%	13Q	SEC ↗
31	US BANCORP \DE	201,988	$59M	+19,059	+10.4%	13Q	SEC ↗
32	Equitable Holdings, Inc.	197,788	$58M	+10,987	+5.9%	13Q	SEC ↗
33	Private Advisor Group, LLC	194,570	$57M	+13,108	+7.2%	13Q	SEC ↗
34	CIBC Bancorp USA Inc. NEW	191,261	$56M	—	+0.0%	1Q	SEC ↗
35	OSAIC HOLDINGS, INC.	184,290	$54M	+26,010	+16.4%	13Q	SEC ↗
36	CIBC Private Wealth Group LLC	174,148	$51M	+151,715	+676.3%	12Q	SEC ↗
37	Mariner, LLC	170,872	$50M	+536	+0.3%	13Q	SEC ↗
38	1832 Asset Management L.P.	167,203	$49M	+14,324	+9.4%	13Q	SEC ↗
39	JPMORGAN CHASE & CO	163,981	$48M	-1,032	-0.6%	13Q	SEC ↗
40	Trust Co	159,559	$46M	+5,170	+3.3%	13Q	SEC ↗
41	Kestra Advisory Services, LLC	155,125	$45M	+11,870	+8.3%	13Q	SEC ↗
42	MML INVESTORS SERVICES, LLC	154,306	$45M	-7,091	-4.4%	13Q	SEC ↗
43	BNP PARIBAS FINANCIAL MARKETS	150,796	$44M	-10,418	-6.5%	13Q	SEC ↗
44	KWMG, LLC	142,518	$42M	+4,705	+3.4%	13Q	SEC ↗
45	Creative Planning	141,817	$41M	+3,256	+2.3%	13Q	SEC ↗
46	Farther Finance Advisors, LLC	137,840	$40M	+36,442	+35.9%	13Q	SEC ↗
47	BENJAMIN EDWARDS INC	129,031	$38M	+15,375	+13.5%	13Q	SEC ↗
48	HighTower Advisors, LLC	127,826	$37M	-5,747	-4.3%	13Q	SEC ↗
49	CWM, LLC	120,960	$35M	-10,938	-8.3%	13Q	SEC ↗
50	Bragg Financial Advisors, Inc	113,184	$33M	+4,366	+4.0%	13Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
TIAA-CREF INDIVIDUAL & INSTITUTIONA	541,051	$158M
CIBC Bancorp USA Inc.	191,261	$56M
Sharp Wealth Advisory, LLC	112,085	$33M
Junk Investment Group, LLC	29,359	$9M
Arch Global Advisors, LLC	21,064	$6M
Talon Private Wealth, LLC	18,889	$6M
KINTRA WEALTH, LLC	14,666	$4M
PARK NATIONAL CORP /OH	12,880	$4M
Baer Investment Advisory LLC	9,776	$3M
Gateway Wealth Partners, LLC	9,775	$3M
CHILTON INVESTMENT CO INC.	9,503	$3M
Linscomb Wealth, Inc.	8,834	$3M
Spartan Wealth Advisory Services LL	7,849	$2M
FineMark National Bank & Trust	6,923	$2M
VANGUARD ADVISERS INC	6,418	$2M
Y-Intercept (Hong Kong) Ltd	5,557	$2M
Legacy Edge Advisors, LLC	5,276	$2M
Heirloom Wealth Management	5,081	$1M
TRB Wealth Management, LLC	4,577	$1M
Phillip James Consulting Co.	4,433	$1M

Sold Out (20)

Holder	Prev Shares	Prev Value
Systelligence, LLC	71,363	$21M
Ocean Park Asset Management, LLC	37,660	$11M
Capital Investment Counsel, LLC	24,652	$7M
MMA ASSET MANAGEMENT LLC	20,054	$6M
Q3 Asset Management	15,151	$4M
TABR Capital Management, LLC	14,778	$4M
J.W. COLE ADVISORS, INC.	14,198	$4M
WELLINGTON MANAGEMENT GROUP LLP	11,955	$3M
BRIGHTON JONES LLC	11,867	$3M
SOL Capital Management CO	10,807	$3M
LifeWealth Investments, LLC	10,798	$3M
Ballast, Inc.	10,743	$3M
IFG Advisory, LLC	10,661	$3M
Westwood Wealth Management	8,828	$3M
Base Wealth Management LLC	8,746	$3M
ABSOLUTE CAPITAL MANAGEMENT, LLC	8,000	$2M
GTS SECURITIES LLC	7,742	$2M
Virtu Financial LLC	7,643	$2M
Silver Lake Advisory, LLC	7,389	$2M
Redhawk Wealth Advisors, Inc.	7,111	$2M

Biggest Increases (20)

Holder	Added	Change %	Total Shares
STEPHENS GROUP ASSET MANAGEMENT, LL	+205,546	+45.2%	660,319
JONES FINANCIAL COMPANIES LLLP	+153,419	+17.4%	1,036,302
CIBC Private Wealth Group LLC	+151,715	+676.3%	174,148
EP Wealth Advisors, LLC	+145,782	+10.4%	1,551,126
UBS Group AG	+59,775	+5.6%	1,119,923
BANK OF AMERICA CORP /DE	+54,788	+2.6%	2,157,636
VANTAGEPOINT INVESTMENT ADVISERS LL	+47,735	+5.1%	984,312
MONETA GROUP INVESTMENT ADVISORS LL	+44,967	+6.7%	717,522
MORGAN STANLEY	+43,368	+1.5%	2,972,164
WELLS FARGO & COMPANY/MN	+40,251	+2.6%	1,615,293
Axiom Financial Strategies, LLC	+39,162	+77.9%	89,466
Truepoint, Inc.	+37,393	+3.5%	1,105,967
FIFTH THIRD BANCORP	+37,020	+72.1%	88,364
Farther Finance Advisors, LLC	+36,442	+35.9%	137,840
ENVESTNET ASSET MANAGEMENT INC	+36,146	+5.3%	711,923
EverSource Wealth Advisors, LLC	+35,578	+983.9%	39,194
INSPIRION WEALTH ADVISORS, LLC	+34,516	+88.0%	73,754
INDEPENDENT FINANCIAL GROUP, LLC	+33,179	+58.4%	90,013
Busey Bank	+31,945	+13.3%	272,682
HRC WEALTH MANAGEMENT, LLC	+30,859	+93.5%	63,850

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
TIAA TRUST, NATIONAL ASSOCIATION	-596,198	-97.3%	16,432
Rockefeller Capital Management L.P.	-520,714	-61.3%	328,146
ROYAL BANK OF CANADA	-494,813	-27.8%	1,282,983
Align Financial, LLC	-96,236	-99.6%	346
Corient Private Wealth LLC	-87,781	-52.2%	80,285
NewEdge Advisors, LLC	-81,214	-55.9%	64,019
ASSETMARK, INC	-76,750	-3.5%	2,141,628
NORTHWESTERN MUTUAL WEALTH MANAGEME	-70,588	-7.5%	871,783
WEALTH ENHANCEMENT ADVISORY SERVICE	-61,016	-40.7%	88,835
Total Wealth Planning, LLC	-60,927	-93.8%	4,016
Pinnacle Financial Partners, Inc.	-57,703	-47.7%	63,230
COMMONWEALTH EQUITY SERVICES, LLC	-55,772	-16.8%	276,854
M&T Bank Corp	-51,802	-97.1%	1,548
360 Financial, Inc.	-29,609	-51.4%	28,035
GOLDMAN SACHS GROUP INC	-29,080	-54.7%	24,128
MorganRosel Wealth Management, LLC	-28,071	-87.0%	4,199
Glenview Trust Co	-21,561	-20.3%	84,910
HIGHLAND CAPITAL MANAGEMENT, LLC	-19,508	-45.2%	23,635
Cetera Investment Advisers	-18,405	-8.2%	206,140
AMERIPRISE FINANCIAL INC	-18,167	-5.0%	345,762

VOT

Institutional Ownership — VOT

Ownership Trends

Top Institutional Holders (1248 total)

Recent Activity

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