$343.05

+1.53 (+0.45%)

Weekly Expected Move ±1.5%

$329 $335 $340 $345 $350

ETF AMEX · AUM $71.5B

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

Institutional Ownership — VV

1,414

Institutional Holders

-5 vs prior quarter

0.0%

Ownership

+0.00pp

30B

Total Invested

New Positions

393

Increased

576

Reduced

184

Closed

1.33

Put/Call Ratio

Ownership Trends

Top Institutional Holders (1506 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	JONES FINANCIAL COMPANIES LLLP	18,664,465	6.4B	+825,260	+4.6%	13Q	SEC ↗
2	Creative Planning	12,262,531	4.2B	+45,572	+0.4%	13Q	SEC ↗
3	National Mutual Insurance Federation o	6,543,317	2.2B	—	+0.0%	13Q	SEC ↗
4	UBS Group AG	4,047,513	1.4B	+1,841,413	+83.5%	13Q	SEC ↗
5	Vanguard Global Advisers, LLC NEW	4,004,337	1.4B	—	+0.0%	1Q	SEC ↗
6	VANGUARD GROUP INC	3,862,217	1.3B	+182,325	+5.0%	12Q	SEC ↗
7	NORTHWESTERN MUTUAL WEALTH MANAGEMENT	2,841,612	$975M	-137,618	-4.6%	13Q	SEC ↗
8	MORGAN STANLEY	2,721,373	$934M	-110,335	-3.9%	12Q	SEC ↗
9	BANK OF AMERICA CORP /DE	2,689,576	$923M	-97,969	-3.5%	13Q	SEC ↗
10	Johnson Financial Group, LLC	2,555,957	$877M	+44,086	+1.8%	13Q	SEC ↗
11	PNC FINANCIAL SERVICES GROUP, INC.	2,102,746	$721M	-3,592	-0.2%	13Q	SEC ↗
12	CHARLES SCHWAB INVESTMENT MANAGEMENT I	1,838,898	$631M	-86,778	-4.5%	13Q	SEC ↗
13	ENVESTNET ASSET MANAGEMENT INC	1,540,186	$528M	+118,681	+8.3%	13Q	SEC ↗
14	FMR LLC	1,533,046	$526M	-12,865	-0.8%	13Q	SEC ↗
15	WELLS FARGO & COMPANY/MN	1,450,314	$498M	-85,113	-5.5%	12Q	SEC ↗
16	MONETA GROUP INVESTMENT ADVISORS LLC	1,369,690	$470M	+54,875	+4.2%	13Q	SEC ↗
17	Wealthquest Corp	1,177,813	$404M	—	+0.0%	13Q	SEC ↗
18	Capital Asset Advisory Services LLC	1,037,646	$356M	-63,684	-5.8%	13Q	SEC ↗
19	AMERIPRISE FINANCIAL INC	844,862	$290M	+38,772	+4.8%	13Q	SEC ↗
20	Pathstone Holdings, LLC	836,558	$287M	+80,853	+10.7%	10Q	SEC ↗
21	Wealthspire Advisors, LLC	807,783	$277M	+262,452	+48.1%	13Q	SEC ↗
22	ROYAL BANK OF CANADA	792,998	$272M	-21,243	-2.6%	13Q	SEC ↗
23	JFG Wealth Management, LLC	766,719	$263M	+8,146	+1.1%	11Q	SEC ↗
24	RAYMOND JAMES FINANCIAL INC	766,555	$263M	+28,668	+3.9%	6Q	SEC ↗
25	LPL Financial LLC	745,929	$256M	-17,925	-2.3%	13Q	SEC ↗
26	Wealthfront Advisers LLC	738,555	$253M	+20,753	+2.9%	13Q	SEC ↗
27	Voya Financial Advisors, Inc.	728,167	$250M	+30,639	+4.4%	13Q	SEC ↗
28	VANTAGEPOINT INVESTMENT ADVISERS LLC	651,803	$224M	—	+0.0%	2Q	SEC ↗
29	Mariner, LLC	603,947	$207M	+15,649	+2.7%	13Q	SEC ↗
30	Focus Partners Wealth	532,814	$183M	+10,950	+2.1%	10Q	SEC ↗
31	Bleakley Financial Group, LLC	529,356	$182M	+20,690	+4.1%	13Q	SEC ↗
32	Cresset Asset Management, LLC	529,201	$182M	+10,736	+2.1%	13Q	SEC ↗
33	James J. Burns & Company, LLC	491,868	$169M	-8,906	-1.8%	13Q	SEC ↗
34	Millburn Ridgefield LLC /DE	445,130	$153M	+66,691	+17.6%	13Q	SEC ↗
35	Catalyst Capital Advisors LLC	445,130	$153M	+66,691	+17.6%	13Q	SEC ↗
36	COLDSTREAM CAPITAL MANAGEMENT INC	443,513	$152M	-9,071	-2.0%	13Q	SEC ↗
37	TIAA-CREF INDIVIDUAL & INSTITUTIONAL S NEW	434,849	$149M	—	+0.0%	1Q	SEC ↗
38	Garde Capital, Inc.	430,897	$148M	-135	-0.0%	13Q	SEC ↗
39	Mason & Associates, LLC	429,065	$147M	+2,628	+0.6%	8Q	SEC ↗
40	GeoWealth Management, LLC	425,422	$146M	+959	+0.2%	9Q	SEC ↗
41	UBS AM, a distinct business unit of UB	415,557	$143M	+311,331	+298.7%	2Q	SEC ↗
42	AlphaCore Capital LLC	413,306	$142M	+163,418	+65.4%	5Q	SEC ↗
43	Cetera Investment Advisers	392,369	$135M	-1,935	-0.5%	13Q	SEC ↗
44	COMMONWEALTH EQUITY SERVICES, LLC	383,260	$131M	-6,275	-1.6%	13Q	SEC ↗
45	Ballentine Partners, LLC	380,612	$131M	-9,030	-2.3%	13Q	SEC ↗
46	Baltimore-Washington Financial Advisor	380,128	$130M	+3,093	+0.8%	12Q	SEC ↗
47	Heartwood Wealth Advisors LLC	364,547	$125M	+6,695	+1.9%	13Q	SEC ↗
48	FIFTH THIRD BANCORP	361,696	$124M	+78,099	+27.5%	13Q	SEC ↗
49	Truepoint, Inc.	352,290	$121M	+53,865	+18.0%	13Q	SEC ↗
50	GOLDMAN SACHS GROUP INC	348,373	$120M	-327,631	-48.5%	13Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
Vanguard Global Advisers, LLC	4,004,337	1.4B
TIAA-CREF INDIVIDUAL & INSTITUTIONA	434,849	$149M
TRB Wealth Management, LLC	187,507	$64M
AssuredPartners Investment Advisors	73,021	$25M
TIAA Wealth Investment Management L	25,102	$9M
INTEGRITY ALLIANCE, LLC.	24,356	$8M
Vanguard National Trust Co	18,597	$6M
SUSQUEHANNA INTERNATIONAL GROUP, LL	17,970	$6M
GLENMEDE TRUST CO NA	15,973	$5M
FIRST NATIONAL BANK OF OMAHA	14,326	$5M
VANGUARD ADVISERS INC	11,475	$4M
Flower City Capital	9,371	$3M
XTX Topco Ltd	8,934	$3M
JANE STREET GROUP, LLC	7,851	$3M
Retirement Planning Group, LLC	7,416	$3M
Strategic Financial Concepts, LLC	7,228	$2M
Retireful, LLC	7,027	$2M
HRT FINANCIAL LP	6,458	$2M
CIBC Bancorp USA Inc.	5,465	$2M
Innovative Asset Advisors Group, LL	5,172	$2M

Sold Out (20)

Holder	Prev Shares	Prev Value
AXXCESS WEALTH MANAGEMENT, LLC	2,117,410	$726M
Henson-Edgewater Management, LLC	207,702	$71M
Janney Montgomery Scott LLC	91,443	$31M
WELLINGTON MANAGEMENT GROUP LLP	68,646	$24M
TWO SIGMA INVESTMENTS, LP	57,900	$20M
TBH Global Asset Management, LLC	53,552	$18M
Strategic Investment Advisors / MI	53,400	$18M
BANK HAPOALIM BM	47,700	$16M
BRIGHTON JONES LLC	40,377	$14M
NorthCrest Asset Manangement, LLC	31,290	$11M
SAWGRASS ASSET MANAGEMENT LLC	22,925	$8M
Jump Financial, LLC	17,140	$6M
J.W. COLE ADVISORS, INC.	16,558	$6M
IFG Advisory, LLC	15,609	$5M
KMG FIDUCIARY PARTNERS, LLC	14,330	$5M
Elevation Capital Advisory, LLC	14,289	$5M
Coppell Advisory Solutions LLC	11,522	$4M
PARK AVENUE SECURITIES LLC	11,317	$4M
TUDOR INVESTMENT CORP ET AL	9,114	$3M
Consolidated Portfolio Review Corp	7,091	$2M

Biggest Increases (20)

Holder	Added	Change %	Total Shares
UBS Group AG	+1,841,413	+83.5%	4,047,513
JONES FINANCIAL COMPANIES LLLP	+825,260	+4.6%	18,664,465
UBS AM, a distinct business unit of	+311,331	+298.7%	415,557
Wealthspire Advisors, LLC	+262,452	+48.1%	807,783
VANGUARD GROUP INC	+182,325	+5.0%	3,862,217
AlphaCore Capital LLC	+163,418	+65.4%	413,306
BlackRock, Inc.	+137,579	+76.1%	318,319
Laird Norton Wetherby Trust Company	+137,570	+236.6%	195,721
ENVESTNET ASSET MANAGEMENT INC	+118,681	+8.3%	1,540,186
Pathstone Holdings, LLC	+80,853	+10.7%	836,558
FIFTH THIRD BANCORP	+78,099	+27.5%	361,696
Millburn Ridgefield LLC /DE	+66,691	+17.6%	445,130
Catalyst Capital Advisors LLC	+66,691	+17.6%	445,130
MONETA GROUP INVESTMENT ADVISORS LL	+54,875	+4.2%	1,369,690
Truepoint, Inc.	+53,865	+18.0%	352,290
Betterment LLC	+50,074	+46.4%	157,973
Clearstead Advisors, LLC	+45,866	+2795.0%	47,507
Creative Planning	+45,572	+0.4%	12,262,531
Johnson Financial Group, LLC	+44,086	+1.8%	2,555,957
AMERIPRISE FINANCIAL INC	+38,772	+4.8%	844,862

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
TIAA TRUST, NATIONAL ASSOCIATION	-479,838	-80.4%	116,854
GOLDMAN SACHS GROUP INC	-327,631	-48.5%	348,373
Corient Private Wealth LLC	-211,875	-49.2%	219,002
SIGNATUREFD, LLC	-204,961	-54.5%	171,050
OBSIDIAN CIO, LLC	-142,512	-90.9%	14,316
NORTHWESTERN MUTUAL WEALTH MANAGEME	-137,618	-4.6%	2,841,612
RIVERSEDGE ADVISORS, LLC	-116,366	-44.1%	147,593
MORGAN STANLEY	-110,335	-3.9%	2,721,373
BANK OF AMERICA CORP /DE	-97,969	-3.5%	2,689,576
CHARLES SCHWAB INVESTMENT MANAGEMEN	-86,778	-4.5%	1,838,898
WELLS FARGO & COMPANY/MN	-85,113	-5.5%	1,450,314
Orion Porfolio Solutions, LLC	-78,939	-94.4%	4,724
Financial Management Professionals,	-78,271	-99.7%	217
Capital Asset Advisory Services LLC	-63,684	-5.8%	1,037,646
HBK Sorce Advisory LLC	-53,676	-50.6%	52,356
WEALTH ENHANCEMENT ADVISORY SERVICE	-53,585	-28.6%	133,685
Rockefeller Capital Management L.P.	-52,844	-28.7%	131,162
MML INVESTORS SERVICES, LLC	-41,118	-13.8%	257,442
World Investment Advisors	-40,946	-78.4%	11,270
NewEdge Advisors, LLC	-39,076	-40.0%	58,733

VV

Institutional Ownership — VV

Ownership Trends

Top Institutional Holders (1506 total)

Recent Activity

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