WAGN Institutional Ownership
Pabrai Wagons ETF
1W: -1.5%
1M: -7.7%
3M: +8.9%
YTD: +5.4%
$15.11
+0.04 (+0.27%)
Weekly Expected Move ±2.3%
$14
$15
$15
$15
$16
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — WAGN
24
Institutional Holders
+11 vs prior quarter
0.0%
Ownership
+0.00pp
17M
Total Invested
12
New Positions
9
Increased
2
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (25 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | STIFEL FINANCIAL CORP | 337,138 | 5M | +292,371 | +653.1% | 2Q | SEC ↗ |
| 2 | JANE STREET GROUP, LLC NEW | 321,818 | 5M | — | +0.0% | 1Q | SEC ↗ |
| 3 | Del-Sette Capital Management, LLC NEW | 163,315 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 4 | Old Port Advisors NEW | 110,805 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 5 | Belpointe Asset Management LLC | 58,757 | 888K | +3,904 | +7.1% | 2Q | SEC ↗ |
| 6 | Wealthcare Advisory Partners LLC | 38,226 | 578K | +9,456 | +32.9% | 2Q | SEC ↗ |
| 7 | Cambridge Investment Research Advisors | 26,601 | 402K | +833 | +3.2% | 2Q | SEC ↗ |
| 8 | NWF Advisory Services Inc. | 25,950 | 392K | +4,000 | +18.2% | 2Q | SEC ↗ |
| 9 | CWM, LLC NEW | 23,202 | 351K | — | +0.0% | 1Q | SEC ↗ |
| 10 | OneDigital Investment Advisors LLC | 20,923 | 316K | +4,523 | +27.6% | 2Q | SEC ↗ |
| 11 | Tactive Advisors, LLC NEW | 18,694 | 282K | — | +0.0% | 1Q | SEC ↗ |
| 12 | CITADEL ADVISORS LLC NEW | 15,655 | 237K | — | +0.0% | 1Q | SEC ↗ |
| 13 | INVESTMENT HOUSE LLC | 12,414 | 188K | +443 | +3.7% | 2Q | SEC ↗ |
| 14 | OSAIC HOLDINGS, INC. | 12,100 | 183K | — | +0.0% | 2Q | SEC ↗ |
| 15 | CAPTRUST FINANCIAL ADVISORS | 10,848 | 164K | +89 | +0.8% | 2Q | SEC ↗ |
| 16 | MERCER GLOBAL ADVISORS INC /ADV NEW | 9,473 | 143K | — | +0.0% | 1Q | SEC ↗ |
| 17 | Glass Jacobson Investment Advisors llc | 9,473 | 143K | +2,311 | +32.3% | 2Q | SEC ↗ |
| 18 | UBS Group AG NEW | 7,779 | 118K | — | +0.0% | 1Q | SEC ↗ |
| 19 | Farther Finance Advisors, LLC NEW | 4,200 | 63K | — | +0.0% | 1Q | SEC ↗ |
| 20 | Hilltop National Bank NEW | 2,680 | 40K | — | +0.0% | 1Q | SEC ↗ |
| 21 | MORGAN STANLEY NEW | 1,400 | 21K | — | +0.0% | 1Q | SEC ↗ |
| 22 | Steward Partners Investment Advisory, NEW | 600 | 9K | — | +0.0% | 1Q | SEC ↗ |
| 23 | BANK OF MONTREAL /CAN NEW | 340 | 5K | — | +0.0% | 1Q | SEC ↗ |
| 24 | HARBOR INVESTMENT ADVISORY, LLC | 0 | 0K | -2,485 | -100.0% | 1Q | SEC ↗ |
| 25 | Advisory Services Network, LLC | 0 | 0K | -871 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (13)
| Holder | Shares | Value |
|---|---|---|
| JANE STREET GROUP, LLC | 321,818 | 5M |
| Del-Sette Capital Management, LLC | 163,315 | 2M |
| Old Port Advisors | 110,805 | 2M |
| CWM, LLC | 23,202 | 351K |
| Tactive Advisors, LLC | 18,694 | 282K |
| CITADEL ADVISORS LLC | 15,655 | 237K |
| MERCER GLOBAL ADVISORS INC /ADV | 9,473 | 143K |
| UBS Group AG | 7,779 | 118K |
| Farther Finance Advisors, LLC | 4,200 | 63K |
| Hilltop National Bank | 2,680 | 40K |
| MORGAN STANLEY | 1,400 | 21K |
| Steward Partners Investment Advisor | 600 | 9K |
| BANK OF MONTREAL /CAN | 340 | 5K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| HARBOR INVESTMENT ADVISORY, LLC | 2,485 | 38K |
| Advisory Services Network, LLC | 871 | 13K |
Biggest Increases (9)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| STIFEL FINANCIAL CORP | +292,371 | +653.1% | 337,138 |
| Wealthcare Advisory Partners LLC | +9,456 | +32.9% | 38,226 |
| OneDigital Investment Advisors LLC | +4,523 | +27.6% | 20,923 |
| NWF Advisory Services Inc. | +4,000 | +18.2% | 25,950 |
| Belpointe Asset Management LLC | +3,904 | +7.1% | 58,757 |
| Glass Jacobson Investment Advisors | +2,311 | +32.3% | 9,473 |
| Cambridge Investment Research Advis | +833 | +3.2% | 26,601 |
| INVESTMENT HOUSE LLC | +443 | +3.7% | 12,414 |
| CAPTRUST FINANCIAL ADVISORS | +89 | +0.8% | 10,848 |
Biggest Decreases (0)
None.