$100.49

+0.67 (+0.67%)

Weekly Expected Move ±1.8%

$97 $99 $100 $102 $104

ETF NASDAQ · AUM $19.8B

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

Institutional Ownership — VYMI

926

Institutional Holders

+53 vs prior quarter

0.0%

Ownership

+0.00pp

Total Invested

103

New Positions

439

Increased

245

Reduced

Closed

1.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (968 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	MORGAN STANLEY	6,660,700	$669M	+224,673	+3.5%	39Q	SEC ↗
2	BANK OF AMERICA CORP /DE	6,351,629	$638M	+178,371	+2.9%	15Q	SEC ↗
3	UBS Group AG	4,269,527	$429M	+822,258	+23.9%	41Q	SEC ↗
4	Orgel Wealth Management, LLC	3,084,964	$310M	+20,552	+0.7%	22Q	SEC ↗
5	LPL Financial LLC	2,888,314	$290M	+381,941	+15.2%	41Q	SEC ↗
6	ENVESTNET ASSET MANAGEMENT INC	2,800,924	$281M	+505,706	+22.0%	31Q	SEC ↗
7	JONES FINANCIAL COMPANIES LLLP	2,797,471	$281M	+604,353	+27.6%	23Q	SEC ↗
8	WELLS FARGO & COMPANY/MN	2,491,771	$250M	+123,076	+5.2%	37Q	SEC ↗
9	AMERIPRISE FINANCIAL INC	2,335,889	$235M	+8,641	+0.4%	16Q	SEC ↗
10	ROYAL BANK OF CANADA	1,983,451	$199M	+143,539	+7.8%	42Q	SEC ↗
11	CAPTRUST FINANCIAL ADVISORS	1,813,467	$182M	-842,560	-31.7%	15Q	SEC ↗
12	RAYMOND JAMES FINANCIAL INC	1,709,221	$172M	+215,784	+14.4%	7Q	SEC ↗
13	Confluence Wealth Services, Inc.	1,530,507	$154M	+173,327	+12.8%	17Q	SEC ↗
14	Mariner, LLC	962,375	$97M	+2,992	+0.3%	19Q	SEC ↗
15	HighTower Advisors, LLC	854,674	$86M	+50,011	+6.2%	21Q	SEC ↗
16	Creative Planning	721,215	$72M	+16,937	+2.4%	38Q	SEC ↗
17	Cetera Investment Advisers	675,900	$68M	+38,714	+6.1%	22Q	SEC ↗
18	CWM, LLC	673,221	$68M	+54,040	+8.7%	18Q	SEC ↗
19	Summit Financial Wealth Advisors, LLC	670,311	$67M	+32,611	+5.1%	16Q	SEC ↗
20	PNC Financial Services Group, Inc.	653,380	$66M	+56,459	+9.5%	15Q	SEC ↗
21	Equitable Holdings, Inc.	622,475	$63M	+22,021	+3.7%	17Q	SEC ↗
22	FOSTER & MOTLEY INC NEW	613,923	$62M	—	+0.0%	1Q	SEC ↗
23	OSAIC HOLDINGS, INC.	568,850	$57M	+80,993	+16.6%	26Q	SEC ↗
24	COMMONWEALTH EQUITY SERVICES, LLC	478,114	$48M	-78,114	-14.0%	35Q	SEC ↗
25	JPMORGAN CHASE & CO	477,136	$48M	+11,094	+2.4%	34Q	SEC ↗
26	Hilton Capital Management, LLC NEW	467,617	$47M	—	+0.0%	1Q	SEC ↗
27	MERCER GLOBAL ADVISORS INC /ADV	458,817	$46M	+97,526	+27.0%	22Q	SEC ↗
28	TRUIST FINANCIAL CORP	428,595	$43M	+173,016	+67.7%	27Q	SEC ↗
29	Barry Investment Advisors, LLC	425,601	$43M	+13,317	+3.2%	23Q	SEC ↗
30	Capital Advantage, Inc.	415,485	$42M	+1,320	+0.3%	19Q	SEC ↗
31	Focus Partners Wealth	377,479	$38M	-3,181	-0.8%	9Q	SEC ↗
32	LS Investment Advisors, LLC	370,210	$37M	-51,170	-12.1%	18Q	SEC ↗
33	Janney Montgomery Scott LLC	368,566	$37M	+69,275	+23.1%	7Q	SEC ↗
34	SEI INVESTMENTS CO	352,577	$35M	+11,161	+3.3%	15Q	SEC ↗
35	MML INVESTORS SERVICES, LLC	345,385	$35M	+110,203	+46.9%	26Q	SEC ↗
36	BURNS J W & CO INC/NY	334,655	$34M	+809	+0.2%	12Q	SEC ↗
37	STATE FARM MUTUAL AUTOMOBILE INSURANCE	328,775	$33M	+74,366	+29.2%	7Q	SEC ↗
38	Hamilton Wealth, LLC	315,871	$32M	-6,150	-1.9%	5Q	SEC ↗
39	ASSETMARK, INC	312,298	$31M	-85,352	-21.5%	9Q	SEC ↗
40	FIRST HAWAIIAN BANK	304,625	$31M	-7,484	-2.4%	36Q	SEC ↗
41	NorthRock Partners, LLC	299,797	$30M	-23,747	-7.3%	6Q	SEC ↗
42	Cambridge Investment Research Advisors	296,816	$30M	+14,727	+5.2%	40Q	SEC ↗
43	STIFEL FINANCIAL CORP	290,148	$29M	+31,946	+12.4%	39Q	SEC ↗
44	Baird Financial Group, Inc.	288,795	$29M	+5,130	+1.8%	23Q	SEC ↗
45	Beacon Pointe Advisors, LLC	286,697	$29M	+40,401	+16.4%	18Q	SEC ↗
46	BANK OF HAWAII	284,828	$29M	+7,036	+2.5%	28Q	SEC ↗
47	SWAN Capital LLC	283,514	$28M	+837	+0.3%	12Q	SEC ↗
48	Strategic Point Investment Advisors, L	253,656	$25M	+3,005	+1.2%	18Q	SEC ↗
49	Main Line Retirement Advisors, LLC	247,065	$25M	-4,521	-1.8%	11Q	SEC ↗
50	AAF Wealth Management, LLC	241,414	$24M	-127	-0.1%	18Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
FOSTER & MOTLEY INC	613,923	$62M
Hilton Capital Management, LLC	467,617	$47M
Markowski Investments	136,539	$14M
FIDUCIARY FINANCIAL ADVISORS	117,219	$12M
Angeles Investment Advisors, LLC	93,500	$9M
Gradient Investments LLC	52,124	$5M
Northwest & Ethical Investments L.P	45,030	$5M
Kastel Capital Advisors, LLC	41,178	$4M
J.W. COLE ADVISORS, INC.	37,169	$4M
COMMERCE BANK	35,073	$4M
Global Retirement Partners, LLC	34,952	$4M
COMPASS FINANCIAL MANAGEMENT LLC	32,104	$3M
Evanson Financial, LLC	31,935	$3M
HRT FINANCIAL LP	28,038	$3M
BENJAMIN EDWARDS INC	27,757	$3M
Entruity Wealth, LLC	25,852	$3M
Ascent Advisors, LLC	22,783	$2M
Slocum, Gordon & Co LLP	18,415	$2M
Cascade Wealth Advisors, Inc	15,965	$2M
MARYLAND CAPITAL ADVISORS INC.	14,197	$1M

Sold Out (20)

Holder	Prev Shares	Prev Value
JANE STREET GROUP, LLC	1,852,308	$186M
MACKENZIE FINANCIAL CORP	257,891	$26M
FLOW TRADERS U.S. LLC	206,471	$21M
Integrated Advisors Network LLC	149,486	$15M
Tidal Investments LLC	102,171	$10M
Gilbert Capital Group, Inc.	88,019	$9M
S. R. Schill & Associates	64,419	$6M
Spectrum Asset Management, Inc. (NB	63,263	$6M
Investor's Fiduciary Advisor Networ	49,776	$5M
OLD NATIONAL BANCORP /IN	44,950	$5M
Perissos Private Wealth Management,	36,965	$4M
SUSQUEHANNA INTERNATIONAL GROUP, LL	34,214	$3M
Talisman Wealth Advisors LLC	18,968	$2M
WEXFORD CAPITAL LP	16,456	$2M
Bay Colony Advisory Group, Inc d/b/	12,371	$1M
M Holdings Securities, Inc.	12,296	$1M
TFB Advisors LLC	9,896	$994K
Parkside Financial Bank & Trust	8,020	$806K
Quadrature Capital Ltd	6,988	$702K
Ascentis Independent Advisors	6,912	$695K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
UBS Group AG	+822,258	+23.9%	4,269,527
JONES FINANCIAL COMPANIES LLLP	+604,353	+27.6%	2,797,471
ENVESTNET ASSET MANAGEMENT INC	+505,706	+22.0%	2,800,924
LPL Financial LLC	+381,941	+15.2%	2,888,314
MORGAN STANLEY	+224,673	+3.5%	6,660,700
RAYMOND JAMES FINANCIAL INC	+215,784	+14.4%	1,709,221
BANK OF AMERICA CORP /DE	+178,371	+2.9%	6,351,629
Confluence Wealth Services, Inc.	+173,327	+12.8%	1,530,507
TRUIST FINANCIAL CORP	+173,016	+67.7%	428,595
Corient Private Wealth LP	+160,283	+238.9%	227,366
ROYAL BANK OF CANADA	+143,539	+7.8%	1,983,451
WELLS FARGO & COMPANY/MN	+123,076	+5.2%	2,491,771
MML INVESTORS SERVICES, LLC	+110,203	+46.9%	345,385
MISSION WEALTH MANAGEMENT, LP	+107,934	+2598.9%	112,087
MERCER GLOBAL ADVISORS INC /ADV	+97,526	+27.0%	458,817
Kingsview Wealth Management, LLC	+96,308	+126.5%	172,421
Ariston Services Group	+90,421	—	90,421
OSAIC HOLDINGS, INC.	+80,993	+16.6%	568,850
STATE FARM MUTUAL AUTOMOBILE INSURA	+74,366	+29.2%	328,775
Janney Montgomery Scott LLC	+69,275	+23.1%	368,566

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
CAPTRUST FINANCIAL ADVISORS	-842,560	-31.7%	1,813,467
CITADEL ADVISORS LLC	-288,391	-93.3%	20,584
ASSETMARK, INC	-85,352	-21.5%	312,298
COMMONWEALTH EQUITY SERVICES, LLC	-78,114	-14.0%	478,114
SURIENCE PRIVATE WEALTH LLC	-65,987	-80.8%	15,705
SIGNATURE ESTATE & INVESTMENT ADVIS	-54,943	-22.5%	189,310
LS Investment Advisors, LLC	-51,170	-12.1%	370,210
Steelhead Wealth Management LLC	-48,919	-92.7%	3,837
ARQ WEALTH ADVISORS, LLC	-47,390	-85.1%	8,270
Independent Advisor Alliance	-46,924	-76.8%	14,214
Ackerman Capital Advisors, LLC	-39,018	-15.7%	209,764
Wise Wealth Partners	-34,346	-91.8%	3,050
Aspire Capital Advisors LLC	-32,998	-44.5%	41,140
Qube Research & Technologies Ltd	-29,865	-93.9%	1,926
NorthRock Partners, LLC	-23,747	-7.3%	299,797
Squarepoint Ops LLC	-20,058	-56.1%	15,702
Plan Group Financial, LLC	-18,813	-79.0%	5,002
CARY STREET PARTNERS FINANCIAL LLC	-18,603	-25.8%	53,571
INDEPENDENT FINANCIAL GROUP, LLC	-17,930	-15.7%	96,011
Linscomb Wealth, Inc.	-16,191	-25.8%	46,553

VYMI Institutional Ownership

Institutional Ownership — VYMI

Ownership Trends

Top Institutional Holders (968 total)

Recent Activity

Sign in to InsiderStreet