YMAR Institutional Ownership
FT Vest International Equity Moderate Buffer ETF â March
1W: -0.5%
1M: -0.8%
3M: +0.6%
YTD: +7.3%
1Y: +10.4%
3Y: +43.8%
5Y: +38.5%
$29.08
+0.24 (+0.83%)
Weekly Expected Move ±0.9%
$29
$29
$29
$29
$30
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — YMAR
75
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
83M
Total Invested
12
New Positions
16
Increased
29
Reduced
5
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (83 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | COMMONWEALTH EQUITY SERVICES, LLC | 378,377 | 11M | +111,285 | +41.7% | 21Q | SEC ↗ |
| 2 | Modern Wealth Management, LLC NEW | 362,437 | 11M | — | +0.0% | 1Q | SEC ↗ |
| 3 | BIP Wealth, LLC | 308,886 | 9M | +10,293 | +3.4% | 2Q | SEC ↗ |
| 4 | Spectrum Asset Management, Inc. (NB/CA | 252,509 | 7M | +1,837 | +0.7% | 2Q | SEC ↗ |
| 5 | RAYMOND JAMES FINANCIAL INC | 189,723 | 6M | -21,093 | -10.0% | 7Q | SEC ↗ |
| 6 | Legacy Capital Wealth Partners, LLC | 162,062 | 5M | +2,441 | +1.5% | 9Q | SEC ↗ |
| 7 | OGOREK ANTHONY JOSEPH /NY/ /ADV | 153,873 | 4M | -394 | -0.3% | 5Q | SEC ↗ |
| 8 | Cetera Investment Advisers | 114,004 | 3M | +4,791 | +4.4% | 14Q | SEC ↗ |
| 9 | Cambridge Investment Research Advisors | 111,086 | 3M | +442 | +0.4% | 14Q | SEC ↗ |
| 10 | OSAIC HOLDINGS, INC. | 57,143 | 2M | -41,983 | -42.4% | 21Q | SEC ↗ |
| 11 | LM Advisors LLC | 54,859 | 2M | +53,284 | +3383.1% | 9Q | SEC ↗ |
| 12 | LPL Financial LLC | 47,184 | 1M | -1,325 | -2.7% | 12Q | SEC ↗ |
| 13 | Janney Montgomery Scott LLC | 44,200 | 1M | +19,200 | +76.8% | 2Q | SEC ↗ |
| 14 | SILVER OAK SECURITIES, INCORPORATED | 41,581 | 1M | +18,060 | +76.8% | 7Q | SEC ↗ |
| 15 | Visionary Wealth Advisors | 40,201 | 1M | -599 | -1.5% | 14Q | SEC ↗ |
| 16 | Kestra Advisory Services, LLC | 37,813 | 1M | -3,619 | -8.7% | 9Q | SEC ↗ |
| 17 | OLD MISSION CAPITAL LLC | 34,435 | 1M | +5,992 | +21.1% | 5Q | SEC ↗ |
| 18 | Ifrah Financial Services, Inc. | 31,277 | 910K | -211 | -0.7% | 13Q | SEC ↗ |
| 19 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 30,417 | 885K | +788 | +2.7% | 7Q | SEC ↗ |
| 20 | SOA Wealth Advisors, LLC. | 26,670 | 776K | +1,008 | +3.9% | 10Q | SEC ↗ |
| 21 | Main Street Financial Solutions, LLC | 26,636 | 775K | — | +0.0% | 22Q | SEC ↗ |
| 22 | Anfield Capital Management, LLC | 22,190 | 645K | -185 | -0.8% | 4Q | SEC ↗ |
| 23 | Maia Wealth LLC | 21,475 | 624K | -168 | -0.8% | 2Q | SEC ↗ |
| 24 | Fragasso Financial Advisors Inc | 20,368 | 592K | +192 | +1.0% | 18Q | SEC ↗ |
| 25 | Crusonia Wealth Advisors LLC | 20,361 | 592K | — | +0.0% | 3Q | SEC ↗ |
| 26 | Claro Advisors Inc. | 19,971 | 581K | -190 | -0.9% | 17Q | SEC ↗ |
| 27 | Brookstone Capital Management | 18,685 | 543K | -1,771 | -8.7% | 8Q | SEC ↗ |
| 28 | Avidian Wealth Enterprises, LLC | 17,269 | 502K | — | +0.0% | 9Q | SEC ↗ |
| 29 | ENVESTNET ASSET MANAGEMENT INC | 17,136 | 498K | +7,237 | +73.1% | 2Q | SEC ↗ |
| 30 | CITADEL ADVISORS LLC | 15,787 | 459K | -16,050 | -50.4% | 2Q | SEC ↗ |
| 31 | Cresset Asset Management, LLC | 15,237 | 443K | — | +0.0% | 10Q | SEC ↗ |
| 32 | OneDigital Investment Advisors LLC | 15,028 | 437K | — | +0.0% | 5Q | SEC ↗ |
| 33 | Lionshead Wealth Management, LLC | 14,805 | 431K | -250 | -1.7% | 7Q | SEC ↗ |
| 34 | Diligent Investors, LLC | 13,946 | 406K | — | +0.0% | 9Q | SEC ↗ |
| 35 | Signature Equity Partners, LLC | 13,908 | 404K | -1,735 | -11.1% | 2Q | SEC ↗ |
| 36 | Kovack Advisors, Inc. | 13,626 | 396K | -4,347 | -24.2% | 2Q | SEC ↗ |
| 37 | KESTRA PRIVATE WEALTH SERVICES, LLC | 12,893 | 375K | — | +0.0% | 13Q | SEC ↗ |
| 38 | CAPTRUST FINANCIAL ADVISORS NEW | 12,877 | 374K | — | +0.0% | 1Q | SEC ↗ |
| 39 | WINNACLE WEALTH LLC | 11,496 | 334K | -261 | -2.2% | 4Q | SEC ↗ |
| 40 | EP Wealth Advisors, LLC | 11,074 | 322K | -1,000 | -8.3% | 3Q | SEC ↗ |
| 41 | Spire Wealth Management | 10,988 | 320K | -1,000 | -8.3% | 14Q | SEC ↗ |
| 42 | Grantvest Financial Group LLC | 10,917 | 317K | +1,950 | +21.7% | 5Q | SEC ↗ |
| 43 | HBW ADVISORY SERVICES LLC NEW | 10,824 | 315K | — | +0.0% | 1Q | SEC ↗ |
| 44 | DHJJ Financial Advisors, Ltd. | 10,212 | 297K | — | +0.0% | 12Q | SEC ↗ |
| 45 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 9,536 | 277K | — | +0.0% | 1Q | SEC ↗ |
| 46 | Arkadios Wealth Advisors | 9,484 | 276K | -329 | -3.4% | 12Q | SEC ↗ |
| 47 | Ignite Planners, LLC | 9,480 | 276K | +725 | +8.3% | 5Q | SEC ↗ |
| 48 | CENTAURUS FINANCIAL, INC. | 9,235 | 269K | — | +0.0% | 2Q | SEC ↗ |
| 49 | PARK AVENUE SECURITIES LLC | 9,011 | 262K | -1,754 | -16.3% | 5Q | SEC ↗ |
| 50 | Sloy Dahl & Holst, LLC | 8,500 | 247K | — | +0.0% | 6Q | SEC ↗ |
Recent Activity
New Positions (12)
| Holder | Shares | Value |
|---|---|---|
| Modern Wealth Management, LLC | 362,437 | 11M |
| CAPTRUST FINANCIAL ADVISORS | 12,877 | 374K |
| HBW ADVISORY SERVICES LLC | 10,824 | 315K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 9,536 | 277K |
| BFI Wealth Solutions, LLC | 7,000 | 204K |
| MERCER GLOBAL ADVISORS INC /ADV | 3,028 | 88K |
| FIDUCIARY FINANCIAL ADVISORS | 3,025 | 88K |
| Integrated Wealth Concepts LLC | 2,657 | 77K |
| Buck Wealth Strategies, LLC | 1,220 | 35K |
| VIMA LLC | 476 | 14K |
| Ameritas Investment Partners, Inc. | 400 | 12K |
| MORGAN STANLEY | 206 | 6K |
Sold Out (11)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| MGO ONE SEVEN LLC | 355,527 | 10M |
| Clear Point Advisors Inc. | 18,973 | 552K |
| Westwood Wealth Management | 15,055 | 438K |
| Mariner, LLC | 10,875 | 316K |
| Maltin Wealth Management, Inc. | 8,864 | 258K |
| HRT FINANCIAL LP | 8,430 | 245K |
| TFB Advisors LLC | 8,382 | 244K |
| Camelot Portfolios, LLC | 2,610 | 76K |
| JPMORGAN CHASE & CO | 1,718 | 50K |
| Advisory Services Network, LLC | 320 | 9K |
| ASSETMARK, INC | 105 | 3K |
Biggest Increases (17)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | +111,285 | +41.7% | 378,377 |
| LM Advisors LLC | +53,284 | +3383.1% | 54,859 |
| Janney Montgomery Scott LLC | +19,200 | +76.8% | 44,200 |
| SILVER OAK SECURITIES, INCORPORATED | +18,060 | +76.8% | 41,581 |
| BIP Wealth, LLC | +10,293 | +3.4% | 308,886 |
| ENVESTNET ASSET MANAGEMENT INC | +7,237 | +73.1% | 17,136 |
| OLD MISSION CAPITAL LLC | +5,992 | +21.1% | 34,435 |
| Cetera Investment Advisers | +4,791 | +4.4% | 114,004 |
| Sunbelt Securities, Inc. | +2,819 | +76.6% | 6,501 |
| Legacy Capital Wealth Partners, LLC | +2,441 | +1.5% | 162,062 |
| Grantvest Financial Group LLC | +1,950 | +21.7% | 10,917 |
| Spectrum Asset Management, Inc. (NB | +1,837 | +0.7% | 252,509 |
| SOA Wealth Advisors, LLC. | +1,008 | +3.9% | 26,670 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +788 | +2.7% | 30,417 |
| Ignite Planners, LLC | +725 | +8.3% | 9,480 |
| Cambridge Investment Research Advis | +442 | +0.4% | 111,086 |
| Fragasso Financial Advisors Inc | +192 | +1.0% | 20,368 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| OSAIC HOLDINGS, INC. | -41,983 | -42.4% | 57,143 |
| RAYMOND JAMES FINANCIAL INC | -21,093 | -10.0% | 189,723 |
| CITADEL ADVISORS LLC | -16,050 | -50.4% | 15,787 |
| Kovack Advisors, Inc. | -4,347 | -24.2% | 13,626 |
| Kestra Advisory Services, LLC | -3,619 | -8.7% | 37,813 |
| Rockefeller Capital Management L.P. | -1,963 | -27.4% | 5,203 |
| Brookstone Capital Management | -1,771 | -8.7% | 18,685 |
| PARK AVENUE SECURITIES LLC | -1,754 | -16.3% | 9,011 |
| Signature Equity Partners, LLC | -1,735 | -11.1% | 13,908 |
| IFP Advisors, Inc | -1,395 | -17.6% | 6,552 |
| LPL Financial LLC | -1,325 | -2.7% | 47,184 |
| EP Wealth Advisors, LLC | -1,000 | -8.3% | 11,074 |
| Spire Wealth Management | -1,000 | -8.3% | 10,988 |
| Integrity Financial Corp /WA | -998 | -20.7% | 3,831 |
| Visionary Wealth Advisors | -599 | -1.5% | 40,201 |
| HARBOUR INVESTMENTS, INC. | -428 | -11.5% | 3,300 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | -394 | -0.3% | 153,873 |
| Arkadios Wealth Advisors | -329 | -3.4% | 9,484 |
| WINNACLE WEALTH LLC | -261 | -2.2% | 11,496 |
| Lionshead Wealth Management, LLC | -250 | -1.7% | 14,805 |