$103.15

+0.28 (+0.27%)

Weekly Expected Move ±1.3%

$101 $102 $103 $104 $106

ETF AMEX · AUM $2.9B

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

Institutional Ownership — WTV

247

Institutional Holders

+17 vs prior quarter

0.0%

Ownership

+0.00pp

Total Invested

New Positions

119

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (256 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	LPL Financial LLC	3,234,403	334M	-301,932	-8.5%	26Q	SEC ↗
2	RAYMOND JAMES FINANCIAL INC	1,872,080	193M	+125,800	+7.2%	7Q	SEC ↗
3	MORGAN STANLEY	1,688,436	174M	+74,096	+4.6%	60Q	SEC ↗
4	ENVESTNET ASSET MANAGEMENT INC	1,652,709	170M	-333,572	-16.8%	12Q	SEC ↗
5	OSAIC HOLDINGS, INC.	1,302,119	134M	-121,940	-8.6%	26Q	SEC ↗
6	HighTower Advisors, LLC	1,267,908	131M	+25,098	+2.0%	5Q	SEC ↗
7	Cetera Investment Advisers	637,003	66M	+111,595	+21.2%	20Q	SEC ↗
8	FIRST COMMUNITY TRUST NA NEW	545,821	56M	—	+0.0%	1Q	SEC ↗
9	Kestra Advisory Services, LLC	516,715	53M	+91,797	+21.6%	12Q	SEC ↗
10	BANK OF AMERICA CORP /DE	398,169	41M	+82,496	+26.1%	4Q	SEC ↗
11	NORTHWESTERN MUTUAL WEALTH MANAGEMENT	385,150	40M	+76,303	+24.7%	9Q	SEC ↗
12	STIFEL FINANCIAL CORP	355,650	37M	+2,811	+0.8%	20Q	SEC ↗
13	Private Advisor Group, LLC	355,607	37M	+207,631	+140.3%	7Q	SEC ↗
14	RESOLUTE CAPITAL, LLC	346,145	36M	+91,888	+36.1%	3Q	SEC ↗
15	Harel Insurance Investments & Financia NEW	266,800	28M	—	+0.0%	1Q	SEC ↗
16	WEALTH ENHANCEMENT ADVISORY SERVICES,	248,743	26M	+10,785	+4.5%	11Q	SEC ↗
17	Legacy Financial Advisors, Inc.	226,780	23M	+1,153	+0.5%	10Q	SEC ↗
18	Anderson Financial Strategies, LLC	223,678	23M	+2,270	+1.0%	7Q	SEC ↗
19	Cambridge Investment Research Advisors	221,857	23M	+1,482	+0.7%	18Q	SEC ↗
20	OPPENHEIMER & CO INC	211,755	22M	+13,985	+7.1%	5Q	SEC ↗
21	TRUST CO OF TOLEDO NA /OH	200,115	21M	+32,064	+19.1%	5Q	SEC ↗
22	COMMONWEALTH EQUITY SERVICES, LLC	188,315	19M	-8,252	-4.2%	25Q	SEC ↗
23	Prism Advisors, Inc.	184,919	19M	+312	+0.2%	9Q	SEC ↗
24	Ameritas Investment Partners, Inc.	173,587	18M	+8,727	+5.3%	6Q	SEC ↗
25	Venture Visionary Partners LLC	173,085	18M	+8,856	+5.4%	4Q	SEC ↗
26	Onyx Bridge Wealth Group LLC	165,274	17M	-39,019	-19.1%	5Q	SEC ↗
27	Systelligence, LLC	160,487	17M	-61,154	-27.6%	6Q	SEC ↗
28	FLAGSHIP HARBOR ADVISORS, LLC	160,028	17M	+8,401	+5.5%	10Q	SEC ↗
29	626 Financial, LLC	148,026	15M	+8,055	+5.8%	4Q	SEC ↗
30	Cornerstone Planning Group LLC	146,722	15M	+4,690	+3.3%	4Q	SEC ↗
31	JPMORGAN CHASE & CO	138,725	14M	-5,359	-3.7%	11Q	SEC ↗
32	CERTUITY, LLC	123,471	13M	+31,181	+33.8%	4Q	SEC ↗
33	Capital Asset Advisory Services LLC	116,832	12M	-2,345	-2.0%	5Q	SEC ↗
34	AXXCESS WEALTH MANAGEMENT, LLC NEW	116,832	12M	—	+0.0%	1Q	SEC ↗
35	MML INVESTORS SERVICES, LLC	115,504	12M	+26,624	+30.0%	7Q	SEC ↗
36	MENORA MIVTACHIM HOLDINGS LTD.	112,212	12M	—	+0.0%	4Q	SEC ↗
37	MLG Wealth Management DBA Pine Grove F	108,467	11M	+2,135	+2.0%	3Q	SEC ↗
38	Envestnet Portfolio Solutions, Inc.	107,161	11M	-32,325	-23.2%	6Q	SEC ↗
39	Team Financial Group, LLC	106,286	11M	+3,073	+3.0%	12Q	SEC ↗
40	Global Retirement Partners, LLC NEW	96,039	10M	—	+0.0%	1Q	SEC ↗
41	Equitable Holdings, Inc.	90,250	9M	+2,333	+2.7%	14Q	SEC ↗
42	CWM, LLC	84,763	9M	-638	-0.7%	18Q	SEC ↗
43	AE Wealth Management LLC	84,700	9M	+4,310	+5.4%	11Q	SEC ↗
44	Ruggaard & Associates LLC	82,878	9M	+2,807	+3.5%	6Q	SEC ↗
45	JONES FINANCIAL COMPANIES LLLP	80,812	8M	+21,311	+35.8%	6Q	SEC ↗
46	Western Wealth Management, LLC	76,942	8M	+28,153	+57.7%	8Q	SEC ↗
47	D.A. DAVIDSON & CO.	73,926	8M	+70,737	+2218.2%	2Q	SEC ↗
48	CEERA INVESTMENTS, LLC	71,378	7M	+19,680	+38.1%	6Q	SEC ↗
49	COLUMBIA ADVISORY PARTNERS LLC	66,582	7M	+1,791	+2.8%	2Q	SEC ↗
50	Ameritas Advisory Services, LLC	66,393	7M	+48,573	+272.6%	6Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
FIRST COMMUNITY TRUST NA	545,821	56M
Harel Insurance Investments & Finan	266,800	28M
AXXCESS WEALTH MANAGEMENT, LLC	116,832	12M
Global Retirement Partners, LLC	96,039	10M
IFG Advisory, LLC	63,733	7M
Tower Research Capital LLC (TRC)	17,357	2M
UBS Group AG	16,150	2M
PNC Financial Services Group, Inc.	14,170	1M
MERCER GLOBAL ADVISORS INC /ADV	13,533	1M
Cyndeo Wealth Partners, LLC	12,118	1M
Guilbault Capital LLC	11,263	1M
GOLDMAN SACHS GROUP INC	9,023	931K
Qube Research & Technologies Ltd	8,227	849K
Ballew Advisors, Inc	7,547	778K
Narus Financial Partners, LLC	5,277	544K
CITADEL ADVISORS LLC	3,675	379K
Fiduciary Alliance LLC	2,649	273K
KANE INVESTMENT MANAGEMENT, INC.	2,433	251K
Pathstone Holdings, LLC	2,169	224K
US BANCORP \DE	1,094	113K

Sold Out (19)

Holder	Prev Shares	Prev Value
Lido Advisors, LLC	284,102	29M
Independent Advisor Alliance	260,832	27M
Retirement Management Systems Inc.	90,429	9M
Insight Advisors, LLC/ PA	86,556	9M
JANE STREET GROUP, LLC	10,702	1M
Diversify Advisory Services, LLC	6,831	705K
LAVELLE CAPITAL LP	5,165	533K
Rubicon Advisors, GP	4,711	486K
Trademark Financial Management, LLC	3,481	359K
Paragon Capital Management Ltd	3,376	348K
HRT FINANCIAL LP	3,287	339K
ADG Wealth Management Group, LLC	2,426	250K
Arete Wealth Advisors, LLC	2,239	231K
SWMG, LLC	2,054	212K
Empowered Funds, LLC	1,933	199K
Your Advocates Ltd., LLP	588	61K
AlphaCore Capital LLC	150	15K
Sound Income Strategies, LLC	111	11K
BARTLETT & CO. WEALTH MANAGEMENT LL	52	5K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
Private Advisor Group, LLC	+207,631	+140.3%	355,607
RAYMOND JAMES FINANCIAL INC	+125,800	+7.2%	1,872,080
Cetera Investment Advisers	+111,595	+21.2%	637,003
RESOLUTE CAPITAL, LLC	+91,888	+36.1%	346,145
Kestra Advisory Services, LLC	+91,797	+21.6%	516,715
BANK OF AMERICA CORP /DE	+82,496	+26.1%	398,169
NORTHWESTERN MUTUAL WEALTH MANAGEME	+76,303	+24.7%	385,150
MORGAN STANLEY	+74,096	+4.6%	1,688,436
D.A. DAVIDSON & CO.	+70,737	+2218.2%	73,926
Ameritas Advisory Services, LLC	+48,573	+272.6%	66,393
CREATIVE FINANCIAL DESIGNS INC /ADV	+47,642	+13729.7%	47,989
TRUST CO OF TOLEDO NA /OH	+32,064	+19.1%	200,115
CERTUITY, LLC	+31,181	+33.8%	123,471
Western Wealth Management, LLC	+28,153	+57.7%	76,942
MML INVESTORS SERVICES, LLC	+26,624	+30.0%	115,504
United Advisor Group, LLC	+25,934	+91.7%	54,200
HighTower Advisors, LLC	+25,098	+2.0%	1,267,908
JONES FINANCIAL COMPANIES LLLP	+21,311	+35.8%	80,812
CEERA INVESTMENTS, LLC	+19,680	+38.1%	71,378
NewEdge Advisors, LLC	+18,138	+38.1%	65,754

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
ENVESTNET ASSET MANAGEMENT INC	-333,572	-16.8%	1,652,709
LPL Financial LLC	-301,932	-8.5%	3,234,403
Mariner, LLC	-273,793	-96.9%	8,812
OSAIC HOLDINGS, INC.	-121,940	-8.6%	1,302,119
Systelligence, LLC	-61,154	-27.6%	160,487
Onyx Bridge Wealth Group LLC	-39,019	-19.1%	165,274
Sanctuary Advisors, LLC	-36,181	-79.4%	9,382
Envestnet Portfolio Solutions, Inc.	-32,325	-23.2%	107,161
Leslie Global Wealth, LLC	-28,928	-42.2%	39,649
SUSQUEHANNA INTERNATIONAL GROUP, LL	-26,652	-89.6%	3,107
Orion Porfolio Solutions, LLC	-19,446	-35.5%	35,278
ROYAL BANK OF CANADA	-14,041	-22.5%	48,478
USAdvisors Wealth Management, LLC	-11,962	-16.5%	60,504
Stratos Wealth Partners, LTD.	-10,131	-35.2%	18,636
COMMONWEALTH EQUITY SERVICES, LLC	-8,252	-4.2%	188,315
Keating Financial Advisory Services	-6,836	-25.9%	19,579
CreativeOne Wealth, LLC	-6,637	-35.6%	12,010
Zhang Financial LLC	-6,323	-71.4%	2,528
GREAT VALLEY ADVISOR GROUP, INC.	-5,566	-67.1%	2,724
Cooper Financial Group	-5,446	-19.3%	22,705

WTV Institutional Ownership

Institutional Ownership — WTV

Ownership Trends

Top Institutional Holders (256 total)

Recent Activity

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