$297.59

+2.65 (+0.90%)

Weekly Expected Move ±1.9%

$286 $292 $298 $303 $309

ETF AMEX · AUM $35.0B

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

Institutional Ownership — VOT

1,157

Institutional Holders

+7 vs prior quarter

0.0%

Ownership

+0.00pp

12B

Total Invested

110

New Positions

368

Increased

405

Reduced

Closed

1.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (1221 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	MORGAN STANLEY	3,067,150	913M	+85,220	+2.9%	60Q	SEC ↗
2	ASSETMARK, INC	2,150,345	640M	+8,717	+0.4%	45Q	SEC ↗
3	BANK OF AMERICA CORP /DE	2,120,757	631M	-36,879	-1.7%	15Q	SEC ↗
4	EP Wealth Advisors, LLC	1,752,727	522M	+201,601	+13.0%	3Q	SEC ↗
5	WELLS FARGO & COMPANY/MN	1,646,597	490M	-27,965	-1.7%	78Q	SEC ↗
6	ROYAL BANK OF CANADA	1,195,402	356M	-87,581	-6.8%	67Q	SEC ↗
7	UBS Group AG	1,160,373	345M	+40,450	+3.6%	47Q	SEC ↗
8	PNC Financial Services Group, Inc.	1,104,015	329M	-10,682	-1.0%	15Q	SEC ↗
9	JONES FINANCIAL COMPANIES LLLP	1,100,734	328M	+64,432	+6.2%	26Q	SEC ↗
10	Truepoint, Inc.	1,093,223	325M	-12,744	-1.2%	71Q	SEC ↗
11	VANTAGEPOINT INVESTMENT ADVISERS LLC	1,042,640	310M	—	+0.0%	4Q	SEC ↗
12	LPL Financial LLC	915,170	272M	+14,182	+1.6%	54Q	SEC ↗
13	NORTHWESTERN MUTUAL WEALTH MANAGEMENT	905,608	269M	+33,825	+3.9%	75Q	SEC ↗
14	MONETA GROUP INVESTMENT ADVISORS LLC	756,813	225M	+39,291	+5.5%	37Q	SEC ↗
15	ENVESTNET ASSET MANAGEMENT INC	727,903	217M	+15,980	+2.2%	76Q	SEC ↗
16	STEPHENS GROUP ASSET MANAGEMENT, LLC	666,327	198M	+6,008	+0.9%	27Q	SEC ↗
17	RAYMOND JAMES FINANCIAL INC	564,845	168M	+20,339	+3.7%	7Q	SEC ↗
18	STIFEL FINANCIAL CORP	519,520	155M	+5,769	+1.1%	49Q	SEC ↗
19	TIAA-CREF INDIVIDUAL & INSTITUTIONAL S	497,262	148M	-43,789	-8.1%	2Q	SEC ↗
20	AMERIPRISE FINANCIAL INC	353,090	105M	+7,328	+2.1%	16Q	SEC ↗
21	Rockefeller Capital Management L.P.	328,799	98M	+653	+0.2%	30Q	SEC ↗
22	Busey Bank	286,146	85M	+13,464	+4.9%	60Q	SEC ↗
23	COMMONWEALTH EQUITY SERVICES, LLC	275,076	82M	-1,778	-0.6%	35Q	SEC ↗
24	TRUIST FINANCIAL CORP	256,751	76M	-20,671	-7.5%	51Q	SEC ↗
25	FMR LLC	243,289	72M	-8,663	-3.4%	49Q	SEC ↗
26	BNP PARIBAS FINANCIAL MARKETS	236,962	71M	+86,166	+57.1%	33Q	SEC ↗
27	Waverly Advisors, LLC	236,426	70M	-4,214	-1.8%	55Q	SEC ↗
28	McAdam, LLC	235,745	70M	+26,994	+12.9%	23Q	SEC ↗
29	Avior Wealth Management, LLC	229,387	68M	-128,118	-35.8%	51Q	SEC ↗
30	CIBC Bancorp USA Inc.	225,823	67M	+34,562	+18.1%	2Q	SEC ↗
31	Orgel Wealth Management, LLC	216,318	64M	-2,763	-1.3%	35Q	SEC ↗
32	Everhart Financial Group, Inc.	216,074	64M	+172,004	+390.3%	23Q	SEC ↗
33	Cetera Investment Advisers	211,342	63M	+5,202	+2.5%	43Q	SEC ↗
34	OSAIC HOLDINGS, INC.	208,637	62M	+24,347	+13.2%	26Q	SEC ↗
35	US BANCORP \DE	204,632	61M	+2,644	+1.3%	67Q	SEC ↗
36	Equitable Holdings, Inc.	182,169	54M	-15,619	-7.9%	27Q	SEC ↗
37	MML INVESTORS SERVICES, LLC	178,764	53M	+24,458	+15.9%	37Q	SEC ↗
38	WELLINGTON MANAGEMENT GROUP LLP NEW	176,688	53M	—	+0.0%	1Q	SEC ↗
39	Mariner, LLC	171,464	51M	+592	+0.3%	51Q	SEC ↗
40	Farther Finance Advisors, LLC	170,376	51M	+32,536	+23.6%	15Q	SEC ↗
41	1832 Asset Management L.P.	167,203	50M	—	+0.0%	18Q	SEC ↗
42	Creative Planning	164,752	49M	+22,935	+16.2%	44Q	SEC ↗
43	JPMORGAN CHASE & CO	163,014	49M	-967	-0.6%	43Q	SEC ↗
44	Kestra Advisory Services, LLC	162,247	48M	+7,122	+4.6%	24Q	SEC ↗
45	Trust Co	158,490	47M	-1,069	-0.7%	20Q	SEC ↗
46	KWMG, LLC	148,488	44M	+5,970	+4.2%	45Q	SEC ↗
47	NewEdge Advisors, LLC	147,426	44M	+5,426	+3.8%	34Q	SEC ↗
48	BENJAMIN EDWARDS INC	135,119	40M	+6,088	+4.7%	29Q	SEC ↗
49	CARY STREET PARTNERS FINANCIAL LLC	126,973	38M	+20,347	+19.1%	7Q	SEC ↗
50	CWM, LLC	120,960	36M	-10,938	-8.3%	18Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
WELLINGTON MANAGEMENT GROUP LLP	176,688	53M
Copper Harbor Investment Advisors,	70,970	21M
Caisse de depot et placement du Que	27,893	8M
MMA ASSET MANAGEMENT LLC	27,452	8M
HRT FINANCIAL LP	18,763	6M
Virtu Financial LLC	17,889	5M
J.W. COLE ADVISORS, INC.	13,859	4M
RENAISSANCE TECHNOLOGIES LLC	12,385	4M
IFG Advisory, LLC	10,746	3M
Global Retirement Partners, LLC	10,206	3M
Leading Edge Financial Planning LLC	9,383	3M
Nuveen, LLC	8,013	2M
Banque Transatlantique SA	6,034	2M
TritonPoint Partners, LLC	5,936	2M
Southland Equity Partners LLC	5,636	2M
Strategic Wealth Investment Group,	5,499	2M
J. M. Brown & Associates Inc.	5,385	2M
GTS SECURITIES LLC	5,114	2M
Royal Fund Management, LLC	4,448	1M
EHRLICH FINANCIAL GROUP	4,250	1M

Sold Out (20)

Holder	Prev Shares	Prev Value
Capital Investment Counsel, LLC	24,652	7M
SOL Capital Management CO	10,807	3M
Tower Research Capital LLC (TRC)	9,922	3M
Baer Investment Advisory LLC	9,776	3M
Westwood Wealth Management	8,828	3M
Base Wealth Management LLC	8,746	3M
ABSOLUTE CAPITAL MANAGEMENT, LLC	8,000	2M
Silver Lake Advisory, LLC	7,389	2M
TABR Capital Management, LLC	7,389	2M
Redhawk Wealth Advisors, Inc.	7,111	2M
Quadrant Private Wealth Management,	6,700	2M
Berkshire Money Management, Inc.	6,200	2M
Y-Intercept (Hong Kong) Ltd	5,557	2M
Heirloom Wealth Management	5,081	2M
Phillip James Consulting Co.	4,433	1M
SAWGRASS ASSET MANAGEMENT LLC	4,000	1M
Greenhouse Wealth Management, LLC	3,902	1M
Independent Advisor Alliance	3,383	1M
Calamos Advisors LLC	3,226	960K
Investor's Fiduciary Advisor Networ	3,013	897K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
EP Wealth Advisors, LLC	+201,601	+13.0%	1,752,727
Everhart Financial Group, Inc.	+172,004	+390.3%	216,074
BNP PARIBAS FINANCIAL MARKETS	+86,166	+57.1%	236,962
MORGAN STANLEY	+85,220	+2.9%	3,067,150
JONES FINANCIAL COMPANIES LLLP	+64,432	+6.2%	1,100,734
UBS Group AG	+40,450	+3.6%	1,160,373
MONETA GROUP INVESTMENT ADVISORS LL	+39,291	+5.5%	756,813
CIBC Bancorp USA Inc.	+34,562	+18.1%	225,823
Advisors Capital Management, LLC	+34,498	+950.9%	38,126
NORTHWESTERN MUTUAL WEALTH MANAGEME	+33,825	+3.9%	905,608
Farther Finance Advisors, LLC	+32,536	+23.6%	170,376
McAdam, LLC	+26,994	+12.9%	235,745
Provident Wealth Management, LLC	+26,848	+95.5%	54,971
Cambridge Investment Research Advis	+25,283	+46.0%	80,202
Janney Montgomery Scott LLC	+24,652	+36.6%	92,061
MML INVESTORS SERVICES, LLC	+24,458	+15.9%	178,764
OSAIC HOLDINGS, INC.	+24,347	+13.2%	208,637
Robertson Stephens Wealth Managemen	+23,123	+49.2%	70,074
Creative Planning	+22,935	+16.2%	164,752
CARY STREET PARTNERS FINANCIAL LLC	+20,347	+19.1%	126,973

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
Private Advisor Group, LLC	-152,573	-78.4%	41,997
Avior Wealth Management, LLC	-128,118	-35.8%	229,387
Sharp Wealth Advisory, LLC	-89,350	-79.7%	22,735
ROYAL BANK OF CANADA	-87,581	-6.8%	1,195,402
IFP Advisors, Inc	-54,851	-72.0%	21,312
TIAA-CREF INDIVIDUAL & INSTITUTIONA	-43,789	-8.1%	497,262
BANK OF AMERICA CORP /DE	-36,879	-1.7%	2,120,757
WELLS FARGO & COMPANY/MN	-27,965	-1.7%	1,646,597
Glenview Trust Co	-27,258	-32.1%	57,652
Focus Partners Wealth	-24,322	-38.5%	38,872
Addison Advisors LLC	-20,946	-54.2%	17,717
TRUIST FINANCIAL CORP	-20,671	-7.5%	256,751
GREENUP STREET WEALTH MANAGEMENT LL	-19,348	-34.6%	36,567
Dakota Wealth Management	-18,454	-18.9%	79,232
Equitable Holdings, Inc.	-15,619	-7.9%	182,169
Allworth Financial LP	-14,858	-33.7%	29,192
SUSQUEHANNA INTERNATIONAL GROUP, LL	-14,734	-55.8%	11,693
Brookstone Capital Management	-14,570	-71.0%	5,962
Talon Private Wealth, LLC	-13,943	-73.8%	4,946
Truepoint, Inc.	-12,744	-1.2%	1,093,223

VOT Institutional Ownership

Institutional Ownership — VOT

Ownership Trends

Top Institutional Holders (1221 total)

Recent Activity

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