$83.55

+1.48 (+1.80%)

Weekly Expected Move ±1.9%

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ETF AMEX · AUM $2.2B

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

Institutional Ownership — XSMO

343

Institutional Holders

+21 vs prior quarter

0.0%

Ownership

+0.00pp

Total Invested

New Positions

149

Increased

104

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (365 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	LPL Financial LLC	2,543,390	213M	+282,448	+12.5%	33Q	SEC ↗
2	OSAIC HOLDINGS, INC.	2,064,849	173M	+184,078	+9.8%	26Q	SEC ↗
3	ENVESTNET ASSET MANAGEMENT INC	1,785,627	149M	+69,188	+4.0%	29Q	SEC ↗
4	RAYMOND JAMES FINANCIAL INC	1,695,098	142M	+573,126	+51.1%	7Q	SEC ↗
5	MORGAN STANLEY	1,132,140	95M	+225,926	+24.9%	33Q	SEC ↗
6	WELLS FARGO & COMPANY/MN	928,275	78M	+87,966	+10.5%	33Q	SEC ↗
7	Cetera Investment Advisers	927,946	78M	+57,853	+6.6%	11Q	SEC ↗
8	BANK OF AMERICA CORP /DE	826,186	69M	+351,487	+74.0%	15Q	SEC ↗
9	NORTHWESTERN MUTUAL WEALTH MANAGEMENT	723,942	60M	+114,293	+18.7%	22Q	SEC ↗
10	Apollon Wealth Management, LLC	554,308	46M	+165,030	+42.4%	8Q	SEC ↗
11	Gratus Wealth Advisors, LLC	527,440	44M	+7,187	+1.4%	6Q	SEC ↗
12	JONES FINANCIAL COMPANIES LLLP	525,103	44M	+136,142	+35.0%	10Q	SEC ↗
13	CWM, LLC	438,442	37M	+24,914	+6.0%	18Q	SEC ↗
14	Cambridge Investment Research Advisors	369,666	31M	+98,381	+36.3%	33Q	SEC ↗
15	Private Advisor Group, LLC	333,599	28M	+237,672	+247.8%	21Q	SEC ↗
16	HighTower Advisors, LLC	312,119	26M	+33,574	+12.1%	10Q	SEC ↗
17	River Wealth Advisors LLC	309,168	26M	-5,022	-1.6%	5Q	SEC ↗
18	Janney Montgomery Scott LLC NEW	265,499	22M	—	+0.0%	1Q	SEC ↗
19	STIFEL FINANCIAL CORP	263,205	22M	+7,373	+2.9%	11Q	SEC ↗
20	Focus Financial Network, Inc.	220,755	18M	-1,258	-0.6%	10Q	SEC ↗
21	Thrivent Financial for Lutherans	213,161	18M	-30,686	-12.6%	3Q	SEC ↗
22	Modern Wealth Management, LLC	210,637	18M	-6,528	-3.0%	3Q	SEC ↗
23	Armbruster Capital Management, Inc.	198,166	17M	-4,335	-2.1%	26Q	SEC ↗
24	Markowski Investments NEW	195,594	16M	—	+0.0%	1Q	SEC ↗
25	Clark Wealth Partners	179,445	15M	-8,174	-4.4%	7Q	SEC ↗
26	NBZ Investment Advisors LLC	178,992	15M	-5,304	-2.9%	7Q	SEC ↗
27	Sound Income Strategies, LLC	175,245	15M	+22,823	+15.0%	6Q	SEC ↗
28	Seros Financial, LLC	174,671	15M	+49,397	+39.4%	5Q	SEC ↗
29	MML INVESTORS SERVICES, LLC	162,027	14M	+56,627	+53.7%	27Q	SEC ↗
30	COMMONWEALTH EQUITY SERVICES, LLC	161,854	14M	-25,810	-13.8%	33Q	SEC ↗
31	Financial Partners Group, Inc	151,054	13M	+1,816	+1.2%	2Q	SEC ↗
32	Meridian Wealth Management, LLC	142,592	12M	-4,743	-3.2%	9Q	SEC ↗
33	INSIGNEO ADVISORY SERVICES, LLC NEW	135,692	11M	—	+0.0%	1Q	SEC ↗
34	GREAT VALLEY ADVISOR GROUP, INC.	130,561	11M	+17,578	+15.6%	5Q	SEC ↗
35	Envestnet Portfolio Solutions, Inc.	122,014	10M	+1,468	+1.2%	8Q	SEC ↗
36	Sequoia Financial Advisors, LLC	120,337	10M	-8,427	-6.5%	7Q	SEC ↗
37	Savvy Advisors, Inc. NEW	120,231	10M	—	+0.0%	1Q	SEC ↗
38	WEALTH ENHANCEMENT ADVISORY SERVICES,	115,945	10M	-14,028	-10.8%	22Q	SEC ↗
39	BNP PARIBAS FINANCIAL MARKETS	111,950	9M	+30,950	+38.2%	4Q	SEC ↗
40	ROYAL BANK OF CANADA	111,491	9M	-32,423	-22.5%	33Q	SEC ↗
41	Integrated Capital Management, LLC	111,269	9M	+607	+0.5%	4Q	SEC ↗
42	VestGen Advisors, LLC	110,840	9M	-1,619	-1.4%	6Q	SEC ↗
43	USAdvisors Wealth Management, LLC	110,675	9M	+2,528	+2.3%	10Q	SEC ↗
44	Family Investment Center, Inc.	110,454	9M	+6,292	+6.0%	2Q	SEC ↗
45	Kingsview Wealth Management, LLC	105,608	9M	+3,390	+3.3%	5Q	SEC ↗
46	Provident Wealth Management, LLC	100,205	8M	-1,599	-1.6%	10Q	SEC ↗
47	TRUIST FINANCIAL CORP	99,037	8M	+3,469	+3.6%	9Q	SEC ↗
48	Arkadios Wealth Advisors	95,481	8M	+955	+1.0%	8Q	SEC ↗
49	Snowden Capital Advisors LLC	92,868	8M	+241	+0.3%	8Q	SEC ↗
50	EPG Wealth Management LLC	90,058	8M	+1,171	+1.3%	5Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
Janney Montgomery Scott LLC	265,499	22M
Markowski Investments	195,594	16M
INSIGNEO ADVISORY SERVICES, LLC	135,692	11M
Savvy Advisors, Inc.	120,231	10M
Kinetic Wealth Investment Advisors	70,247	6M
VectorGlobal IAG, Inc.	65,393	5M
Retirement Planning Group, LLC	51,051	4M
COMPASS FINANCIAL MANAGEMENT LLC	41,188	3M
Carolina Wealth Management Inc	24,700	2M
Per Stirling Capital Management, LL	22,473	2M
Virginia Estate & Retirement Planni	12,839	1M
SUSQUEHANNA INTERNATIONAL GROUP, LL	9,348	781K
Global View Capital Management LLC	8,103	677K
IFG Advisory, LLC	7,625	637K
CALTON & ASSOCIATES, INC.	6,576	549K
Bank of New York Mellon Corp	5,220	436K
AlphaStar Capital Management, LLC	4,532	379K
OneAscent Wealth Management LLC	3,940	329K
JHP Wealth Management, LLC	3,882	324K
MERCER GLOBAL ADVISORS INC /ADV	3,821	319K

Sold Out (20)

Holder	Prev Shares	Prev Value
CORE WEALTH ADVISORS, LLC	220,810	18M
PLANWISER FINANCIAL, LLC	25,404	2M
Brookwood Investment Group LLC	17,426	1M
CITADEL ADVISORS LLC	10,831	905K
AXXCESS WEALTH MANAGEMENT, LLC	10,520	879K
Maia Wealth LLC	10,316	862K
Cornerstone Wealth Management, LLC	8,840	739K
Sonoma Allocations LLC	7,232	604K
OpenArc Corporate Advisory, LLC	5,343	446K
HRT FINANCIAL LP	5,193	434K
FLP Wealth Management, LLC	4,981	416K
GTS SECURITIES LLC	4,882	408K
JANE STREET GROUP, LLC	3,875	324K
Foundations Investment Advisors, LL	2,821	236K
TCP Asset Management, LLC	2,814	235K
Schrum Private Wealth Management LL	2,804	234K
360 Financial, Inc.	2,046	171K
Destiny Wealth Partners, LLC	1,781	149K
OPTIMA CAPITAL LLC	989	83K
High Note Wealth, LLC	456	38K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
RAYMOND JAMES FINANCIAL INC	+573,126	+51.1%	1,695,098
BANK OF AMERICA CORP /DE	+351,487	+74.0%	826,186
LPL Financial LLC	+282,448	+12.5%	2,543,390
Private Advisor Group, LLC	+237,672	+247.8%	333,599
MORGAN STANLEY	+225,926	+24.9%	1,132,140
OSAIC HOLDINGS, INC.	+184,078	+9.8%	2,064,849
Apollon Wealth Management, LLC	+165,030	+42.4%	554,308
JONES FINANCIAL COMPANIES LLLP	+136,142	+35.0%	525,103
NORTHWESTERN MUTUAL WEALTH MANAGEME	+114,293	+18.7%	723,942
Cambridge Investment Research Advis	+98,381	+36.3%	369,666
WELLS FARGO & COMPANY/MN	+87,966	+10.5%	928,275
ENVESTNET ASSET MANAGEMENT INC	+69,188	+4.0%	1,785,627
Cetera Investment Advisers	+57,853	+6.6%	927,946
MML INVESTORS SERVICES, LLC	+56,627	+53.7%	162,027
Seros Financial, LLC	+49,397	+39.4%	174,671
CAPSTONE WEALTH MANAGEMENT GROUP, L	+38,444	+1217.0%	41,603
HighTower Advisors, LLC	+33,574	+12.1%	312,119
BNP PARIBAS FINANCIAL MARKETS	+30,950	+38.2%	111,950
Belpointe Asset Management LLC	+30,449	+304.9%	40,436
Fortis Capital Advisors, LLC	+25,418	+254.5%	35,405

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
Mariner, LLC	-214,106	-96.7%	7,304
RFG Advisory, LLC	-76,686	-62.3%	46,421
Independent Advisor Alliance	-75,821	-86.6%	11,720
ROYAL BANK OF CANADA	-32,423	-22.5%	111,491
Thrivent Financial for Lutherans	-30,686	-12.6%	213,161
COMMONWEALTH EQUITY SERVICES, LLC	-25,810	-13.8%	161,854
Cooper Financial Group	-21,225	-21.3%	78,204
Equitable Holdings, Inc.	-19,649	-44.9%	24,136
GOLDMAN SACHS GROUP INC	-17,901	-50.5%	17,518
D. E. Shaw & Co., Inc.	-15,149	-83.8%	2,939
WEALTH ENHANCEMENT ADVISORY SERVICE	-14,028	-10.8%	115,945
Comprehensive Wealth Management, LL	-9,101	-38.4%	14,615
Sequoia Financial Advisors, LLC	-8,427	-6.5%	120,337
Clark Wealth Partners	-8,174	-4.4%	179,445
Fifth Third Securities, Inc.	-6,614	-8.5%	71,208
Modern Wealth Management, LLC	-6,528	-3.0%	210,637
Tower Research Capital LLC (TRC)	-6,356	-79.8%	1,606
Anderson Financial Strategies, LLC	-5,338	-6.5%	77,279
NBZ Investment Advisors LLC	-5,304	-2.9%	178,992
River Wealth Advisors LLC	-5,022	-1.6%	309,168

XSMO Institutional Ownership

Institutional Ownership — XSMO

Ownership Trends

Top Institutional Holders (365 total)

Recent Activity

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