$47.25

-0.22 (-0.46%)

Weekly Expected Move ±1.0%

$46 $47 $47 $48 $48

ETF AMEX · AUM $46.5B

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

Institutional Ownership — VTEB

1,477

Institutional Holders

+53 vs prior quarter

0.0%

Ownership

+0.00pp

32B

Total Invested

132

New Positions

697

Increased

453

Reduced

Closed

1.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (1537 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	JPMORGAN CHASE & CO	54,850,518	2.6B	+10,129,865	+22.7%	43Q	SEC ↗
2	NORTHWESTERN MUTUAL WEALTH MANAGEMENT	38,222,195	1.8B	-349,357	-0.9%	36Q	SEC ↗
3	MORGAN STANLEY	27,969,204	1.3B	+43,664	+0.2%	41Q	SEC ↗
4	Creative Planning	27,320,238	1.3B	-211,850	-0.8%	44Q	SEC ↗
5	RAYMOND JAMES FINANCIAL INC	26,966,940	1.3B	+2,533,165	+10.4%	7Q	SEC ↗
6	Wealthfront Advisers LLC	26,083,419	1.2B	+1,169,660	+4.7%	31Q	SEC ↗
7	Sixth Street Partners Management Compa NEW	23,006,893	1.1B	—	+0.0%	1Q	SEC ↗
8	CHARLES SCHWAB INVESTMENT MANAGEMENT I	23,006,893	1.1B	-1,817,721	-7.3%	9Q	SEC ↗
9	FMR LLC	21,371,891	1.0B	+1,052,382	+5.2%	32Q	SEC ↗
10	SEI INVESTMENTS CO	15,843,041	749M	+1,678,352	+11.8%	15Q	SEC ↗
11	WELLS FARGO & COMPANY/MN	14,838,724	701M	+464,987	+3.2%	41Q	SEC ↗
12	NORTHERN TRUST CORP	14,811,340	700M	+211,579	+1.4%	27Q	SEC ↗
13	BANK OF AMERICA CORP /DE	13,964,302	660M	+1,313,927	+10.4%	15Q	SEC ↗
14	TIAA-CREF INDIVIDUAL & INSTITUTIONAL S	13,190,508	623M	+483,641	+3.8%	2Q	SEC ↗
15	MERCER GLOBAL ADVISORS INC /ADV	11,479,867	542M	+647,491	+6.0%	30Q	SEC ↗
16	JONES FINANCIAL COMPANIES LLLP	10,675,389	504M	+1,794,956	+20.2%	26Q	SEC ↗
17	LPL Financial LLC	10,444,670	494M	+806,620	+8.4%	43Q	SEC ↗
18	FRANKLIN RESOURCES INC	7,174,048	339M	-49,174	-0.7%	15Q	SEC ↗
19	Betterment LLC	7,061,952	334M	+131,923	+1.9%	34Q	SEC ↗
20	CLIFTONLARSONALLEN WEALTH ADVISORS, LL	6,394,230	302M	+77,516	+1.2%	15Q	SEC ↗
21	ENVESTNET ASSET MANAGEMENT INC	5,852,832	277M	+450,334	+8.3%	32Q	SEC ↗
22	Mariner, LLC	4,779,573	226M	+512,423	+12.0%	23Q	SEC ↗
23	Corient Private Wealth LP	4,537,521	214M	+54,932	+1.2%	15Q	SEC ↗
24	UBS Group AG	4,522,126	214M	+176,473	+4.1%	43Q	SEC ↗
25	RWA WEALTH PARTNERS, LLC	4,476,441	212M	+225,571	+5.3%	31Q	SEC ↗
26	Cerity Partners LLC	4,415,366	209M	+13,515	+0.3%	23Q	SEC ↗
27	VANGUARD ADVISERS INC	4,362,459	206M	+510,250	+13.2%	2Q	SEC ↗
28	ASPIRIANT, LLC	4,272,813	202M	+38,860	+0.9%	26Q	SEC ↗
29	ROYAL BANK OF CANADA	3,756,633	178M	+445,473	+13.5%	42Q	SEC ↗
30	US BANCORP \DE	3,591,532	170M	+98,920	+2.8%	33Q	SEC ↗
31	Orgel Wealth Management, LLC	3,570,951	169M	+105,896	+3.1%	17Q	SEC ↗
32	AMERIPRISE FINANCIAL INC	3,427,973	162M	+229,841	+7.2%	16Q	SEC ↗
33	Savant Capital, LLC	3,290,574	155M	+1,674,893	+103.7%	26Q	SEC ↗
34	JANE STREET GROUP, LLC	2,754,583	130M	+2,718,566	+7548.0%	10Q	SEC ↗
35	HighTower Advisors, LLC	2,708,884	128M	+86,623	+3.3%	22Q	SEC ↗
36	Facet Wealth, Inc.	2,590,804	122M	-48,184	-1.8%	17Q	SEC ↗
37	Pathstone Holdings, LLC	2,474,937	117M	+107,463	+4.5%	11Q	SEC ↗
38	Members Trust Co	2,454,801	116M	+940	+0.0%	12Q	SEC ↗
39	PNC Financial Services Group, Inc.	2,403,494	114M	-59,372	-2.4%	15Q	SEC ↗
40	OneDigital Investment Advisors LLC	2,289,562	108M	+136,007	+6.3%	20Q	SEC ↗
41	OSAIC HOLDINGS, INC.	2,240,261	106M	+631,755	+39.3%	26Q	SEC ↗
42	Wedmont Private Capital	2,167,958	102M	+580,171	+36.5%	19Q	SEC ↗
43	Bank of New York Mellon Corp	2,105,092	99M	+300,198	+16.6%	35Q	SEC ↗
44	Sequoia Financial Advisors, LLC	2,073,127	98M	+226,758	+12.3%	23Q	SEC ↗
45	Prime Capital Investment Advisors, LLC	1,951,599	92M	+55,466	+2.9%	27Q	SEC ↗
46	GeoWealth Management, LLC	1,891,755	89M	+344,674	+22.3%	11Q	SEC ↗
47	SCS Capital Management LLC	1,829,597	86M	-100,768	-5.2%	26Q	SEC ↗
48	EP Wealth Advisors, LLC	1,826,588	86M	+526,744	+40.5%	3Q	SEC ↗
49	RENAISSANCE TECHNOLOGIES LLC	1,776,200	84M	+1,333,800	+301.5%	15Q	SEC ↗
50	Baird Financial Group, Inc.	1,732,100	82M	+24,304	+1.4%	42Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
Sixth Street Partners Management Co	23,006,893	1.1B
Garde Capital, Inc.	905,827	43M
BIP Wealth, LLC	704,661	33M
RIVERNORTH CAPITAL MANAGEMENT, LLC	541,385	26M
Evanson Financial, LLC	329,034	16M
Tidal Investments LLC	220,727	10M
Royal Harbor Partners, LLC	199,885	9M
Elequin Capital, LP	167,788	8M
Veratis Advisors, Inc.	164,316	8M
AXXCESS WEALTH MANAGEMENT, LLC	158,395	7M
Gotham Asset Management, LLC	153,000	7M
Global Retirement Partners, LLC	144,730	7M
Odyssey Group, LLC	128,089	6M
Ironwood Wealth Management, LLC.	126,647	6M
Douglass Winthrop Advisors, LLC	118,962	6M
Jefferies Financial Group Inc.	109,000	5M
Diversify Advisory Services, LLC	104,634	5M
First Affirmative Financial Network	90,921	4M
Plancorp, LLC	87,573	4M
Liberty Capital Management, Inc.	84,993	4M

Sold Out (20)

Holder	Prev Shares	Prev Value
Alaethes Wealth, LLC	124,295	6M
MGO Private Wealth, LLC	89,736	4M
Engineers Gate Manager LP	81,601	4M
Snider Financial Group	44,668	2M
TWO SIGMA SECURITIES, LLC	40,930	2M
CPR Investments Inc.	39,600	2M
Meredith Wealth Planning	34,948	2M
D. E. Shaw & Co., Inc.	30,492	1M
Ascentis Independent Advisors	28,769	1M
Avid Wealth Partners LLC	28,753	1M
Chemistry Wealth Management LLC	27,530	1M
TUDOR INVESTMENT CORP ET AL	26,854	1M
Investor's Fiduciary Advisor Networ	25,271	1M
Souders Financial Advisors	24,528	1M
Lakewood Asset Management LLC	23,644	1M
Ocean Park Asset Management, LLC	22,168	1M
EXCHANGE TRADED CONCEPTS, LLC	22,168	1M
Bravias Capital Group, LLC	21,100	997K
KMT WEALTH MANAGEMENT, LLC	20,300	959K
DIVERSIFIED MANAGEMENT INC	19,416	917K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
JPMORGAN CHASE & CO	+10,129,865	+22.7%	54,850,518
JANE STREET GROUP, LLC	+2,718,566	+7548.0%	2,754,583
RAYMOND JAMES FINANCIAL INC	+2,533,165	+10.4%	26,966,940
JONES FINANCIAL COMPANIES LLLP	+1,794,956	+20.2%	10,675,389
SEI INVESTMENTS CO	+1,678,352	+11.8%	15,843,041
Savant Capital, LLC	+1,674,893	+103.7%	3,290,574
RENAISSANCE TECHNOLOGIES LLC	+1,333,800	+301.5%	1,776,200
BANK OF AMERICA CORP /DE	+1,313,927	+10.4%	13,964,302
Wealthfront Advisers LLC	+1,169,660	+4.7%	26,083,419
FMR LLC	+1,052,382	+5.2%	21,371,891
Logan Stone Capital, LLC	+914,808	+259.6%	1,267,176
MBB PUBLIC MARKETS I LLC	+895,872	+124.7%	1,614,405
LPL Financial LLC	+806,620	+8.4%	10,444,670
MERCER GLOBAL ADVISORS INC /ADV	+647,491	+6.0%	11,479,867
OSAIC HOLDINGS, INC.	+631,755	+39.3%	2,240,261
Wedmont Private Capital	+580,171	+36.5%	2,167,958
EP Wealth Advisors, LLC	+526,744	+40.5%	1,826,588
Mariner, LLC	+512,423	+12.0%	4,779,573
VANGUARD ADVISERS INC	+510,250	+13.2%	4,362,459
TIAA-CREF INDIVIDUAL & INSTITUTIONA	+483,641	+3.8%	13,190,508

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
CHARLES SCHWAB INVESTMENT MANAGEMEN	-1,817,721	-7.3%	23,006,893
NORTHWESTERN MUTUAL WEALTH MANAGEME	-349,357	-0.9%	38,222,195
L2 Asset Management, LLC	-249,550	-49.4%	255,713
CITADEL ADVISORS LLC	-219,465	-45.7%	260,766
Creative Planning	-211,850	-0.8%	27,320,238
Mallini Complete Financial Planning	-209,689	-81.7%	47,117
CX Institutional	-161,091	-27.3%	428,558
Topsail Wealth Management, LLC	-158,756	-14.4%	942,001
ANDERSON HOAGLAND & CO	-138,559	-44.4%	173,207
Independent Advisor Alliance	-129,798	-71.9%	50,735
Waverly Advisors, LLC	-116,905	-17.9%	536,744
Elm Partners Management LLC	-107,832	-28.7%	267,541
Resonant Capital Advisors, LLC	-106,050	-15.1%	595,998
SCS Capital Management LLC	-100,768	-5.2%	1,829,597
Keystone Global Partners, LLC	-96,477	-51.4%	91,386
BNP PARIBAS FINANCIAL MARKETS	-94,829	-93.1%	6,986
FIRST CITIZENS BANK & TRUST CO	-83,798	-13.7%	526,057
San Luis Wealth Advisors LLC	-81,196	-29.2%	196,900
AlphaCore Capital LLC	-72,092	-13.4%	464,971
One Degree Advisors Inc	-66,453	-40.3%	98,640

VTEB Institutional Ownership

Institutional Ownership — VTEB

Ownership Trends

Top Institutional Holders (1537 total)

Recent Activity

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