$10.20

+0.14 (+1.39%)

Weekly Expected Move ±1.8%

$10 $10 $10 $10 $11

ETF NYSE · AUM $1.1B

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

Institutional Ownership — AOD

170

Institutional Holders

-3 vs prior quarter

0.0%

Ownership

+0.00pp

291M

Total Invested

New Positions

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (181 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	MORGAN STANLEY	9,239,262	$94M	-525,659	-5.4%	33Q	SEC ↗
2	WELLS FARGO & COMPANY/MN	3,340,002	$34M	+298,939	+9.8%	33Q	SEC ↗
3	Penserra Capital Management LLC	2,470,428	$25M	+94,281	+4.0%	6Q	SEC ↗
4	RAYMOND JAMES FINANCIAL INC	1,695,612	$17M	+699,954	+70.3%	7Q	SEC ↗
5	GUGGENHEIM CAPITAL LLC	1,072,037	$11M	+72,204	+7.2%	33Q	SEC ↗
6	LPL Financial LLC	1,019,666	$10M	-48,169	-4.5%	33Q	SEC ↗
7	Advisors Asset Management, Inc.	828,801	$8M	+118,180	+16.6%	33Q	SEC ↗
8	Hennion & Walsh Asset Management, Inc.	566,770	$6M	+63,798	+12.7%	22Q	SEC ↗
9	INTERNATIONAL ASSETS INVESTMENT MANAGE	437,596	$4M	-2,277	-0.5%	5Q	SEC ↗
10	Waterfront Wealth Inc.	408,624	$4M	+2,589	+0.6%	20Q	SEC ↗
11	ROYAL BANK OF CANADA	389,089	$4M	+15,124	+4.0%	33Q	SEC ↗
12	BANK OF AMERICA CORP /DE	370,654	$4M	-137,143	-27.0%	15Q	SEC ↗
13	OPPENHEIMER & CO INC	268,140	$3M	-3,013	-1.1%	15Q	SEC ↗
14	WEDBUSH SECURITIES INC	267,408	$3M	+7,482	+2.9%	22Q	SEC ↗
15	DCF Advisers, LLC	266,000	$3M	—	+0.0%	27Q	SEC ↗
16	COMMONWEALTH EQUITY SERVICES, LLC	261,940	$3M	-22,094	-7.8%	33Q	SEC ↗
17	OSAIC HOLDINGS, INC.	254,088	$3M	+60,422	+31.2%	26Q	SEC ↗
18	AMERIPRISE FINANCIAL INC	232,325	$2M	+7,861	+3.5%	16Q	SEC ↗
19	UBS Group AG	229,520	$2M	+3,986	+1.8%	33Q	SEC ↗
20	STIFEL FINANCIAL CORP	203,570	$2M	-144	-0.1%	33Q	SEC ↗
21	Janney Montgomery Scott LLC	180,584	$2M	-14,239	-7.3%	33Q	SEC ↗
22	EVOLVE PRIVATE WEALTH, LLC	164,780	$2M	-39,038	-19.2%	3Q	SEC ↗
23	INDEPENDENT FINANCIAL GROUP, LLC	141,967	$1M	+34,017	+31.5%	3Q	SEC ↗
24	Aviance Capital Partners, LLC	131,663	$1M	+916	+0.7%	33Q	SEC ↗
25	NewEdge Advisors, LLC	131,397	$1M	+2,903	+2.3%	19Q	SEC ↗
26	Advisory Advocates, LLC	125,935	$1M	+3,300	+2.7%	3Q	SEC ↗
27	Private Advisor Group, LLC	125,243	$1M	-188,139	-60.0%	30Q	SEC ↗
28	&PARTNERS	115,691	$1M	+10,712	+10.2%	8Q	SEC ↗
29	Lido Advisors, LLC	107,210	$1M	+33,970	+46.4%	10Q	SEC ↗
30	Navis Wealth Advisors, LLC NEW	106,485	$1M	—	+0.0%	1Q	SEC ↗
31	Thrivent Financial for Lutherans	105,000	$1M	—	+0.0%	8Q	SEC ↗
32	Stolper Co	104,186	$1M	+3,218	+3.2%	26Q	SEC ↗
33	Summit Financial, LLC	104,170	$1M	+1,192	+1.2%	7Q	SEC ↗
34	Live Oak Private Wealth LLC	103,295	$1M	—	+0.0%	25Q	SEC ↗
35	ASHTON THOMAS SECURITIES, LLC	100,500	$1M	—	+0.0%	9Q	SEC ↗
36	Kestra Advisory Services, LLC	99,928	$1M	+8,977	+9.9%	7Q	SEC ↗
37	NWF Advisory Services Inc.	95,700	$976K	-4,500	-4.5%	6Q	SEC ↗
38	IHT Wealth Management, LLC	91,431	$933K	—	+0.0%	29Q	SEC ↗
39	Baird Financial Group, Inc.	83,985	$857K	+14,071	+20.1%	21Q	SEC ↗
40	DIVERSIFY WEALTH MANAGEMENT, LLC	78,001	$796K	+91	+0.1%	2Q	SEC ↗
41	Diversify Advisory Services, LLC NEW	78,001	$796K	—	+0.0%	1Q	SEC ↗
42	CHOREO, LLC	74,766	$763K	-12,236	-14.1%	9Q	SEC ↗
43	Cetera Investment Advisers	71,923	$734K	-516,605	-87.8%	23Q	SEC ↗
44	Merit Financial Group, LLC	71,923	$734K	-2,332	-3.1%	6Q	SEC ↗
45	SeaCrest Wealth Management, LLC	68,907	$703K	+9,057	+15.1%	7Q	SEC ↗
46	Closed-End Fund Advisors, Inc.	67,977	$693K	+857	+1.3%	3Q	SEC ↗
47	WEALTH ENHANCEMENT ADVISORY SERVICES,	64,157	$654K	+2,618	+4.3%	12Q	SEC ↗
48	Mariner, LLC	59,038	$602K	-115,418	-66.2%	16Q	SEC ↗
49	Fund Advisors of America Inc/FL	58,944	$601K	+1,694	+3.0%	3Q	SEC ↗
50	Global Retirement Partners, LLC NEW	57,373	$585K	—	+0.0%	1Q	SEC ↗

Recent Activity

New Positions (11)

Holder	Shares	Value
Navis Wealth Advisors, LLC	106,485	$1M
Diversify Advisory Services, LLC	78,001	$796K
Global Retirement Partners, LLC	57,373	$585K
J.W. COLE ADVISORS, INC.	42,291	$431K
Total Wealth Planning & Management,	37,078	$378K
IFG Advisory, LLC	1,686	$17K
Johnson Financial Group, Inc.	1,000	$10K
Continuum Advisory, LLC	600	$6K
Allied Private Wealth LLC	524	$5K
BESSEMER GROUP INC	363	$4K
Russell Investments Group, Ltd.	13	$0K

Sold Out (20)

Holder	Prev Shares	Prev Value
Allspring Global Investments Holdin	971,408	$10M
Shaker Financial Services, LLC	447,870	$5M
PREVAIL INNOVATIVE WEALTH ADVISORS,	232,599	$2M
Calamos Advisors LLC	86,654	$884K
WOLVERINE ASSET MANAGEMENT LLC	65,995	$673K
WNY Asset Management, LLC	27,910	$285K
Invesco Ltd.	19,618	$200K
Naviter Wealth, LLC	18,304	$187K
ABSOLUTE INVESTMENT ADVISERS, LLC	17,566	$179K
Oxbow Advisors, LLC	15,115	$154K
TWO SIGMA SECURITIES, LLC	15,051	$154K
Virtu Financial LLC	13,201	$135K
Blueprint Investment Partners LLC	12,337	$126K
MGO ONE SEVEN LLC	12,077	$123K
XTX Topco Ltd	11,603	$118K
Quarry LP	10,522	$107K
Ascentis Independent Advisors	6,050	$62K
Spire Wealth Management	2,200	$22K
Strategic Advocates LLC	1,994	$20K
Root Financial Partners, LLC	1,200	$12K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
RAYMOND JAMES FINANCIAL INC	+699,954	+70.3%	1,695,612
WELLS FARGO & COMPANY/MN	+298,939	+9.8%	3,340,002
Advisors Asset Management, Inc.	+118,180	+16.6%	828,801
Penserra Capital Management LLC	+94,281	+4.0%	2,470,428
GUGGENHEIM CAPITAL LLC	+72,204	+7.2%	1,072,037
Hennion & Walsh Asset Management, I	+63,798	+12.7%	566,770
OSAIC HOLDINGS, INC.	+60,422	+31.2%	254,088
INDEPENDENT FINANCIAL GROUP, LLC	+34,017	+31.5%	141,967
Lido Advisors, LLC	+33,970	+46.4%	107,210
CoreCap Advisors, LLC	+28,208	+188.2%	43,200
CWM, LLC	+16,968	+179.7%	26,411
ROYAL BANK OF CANADA	+15,124	+4.0%	389,089
Baird Financial Group, Inc.	+14,071	+20.1%	83,985
&PARTNERS	+10,712	+10.2%	115,691
SeaCrest Wealth Management, LLC	+9,057	+15.1%	68,907
Kestra Advisory Services, LLC	+8,977	+9.9%	99,928
AMERIPRISE FINANCIAL INC	+7,861	+3.5%	232,325
B. Riley Wealth Advisors, Inc.	+7,621	+17.1%	52,070
WEDBUSH SECURITIES INC	+7,482	+2.9%	267,408
KESTRA PRIVATE WEALTH SERVICES, LLC	+7,227	+26.8%	34,196

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
MORGAN STANLEY	-525,659	-5.4%	9,239,262
Cetera Investment Advisers	-516,605	-87.8%	71,923
Private Advisor Group, LLC	-188,139	-60.0%	125,243
BANK OF AMERICA CORP /DE	-137,143	-27.0%	370,654
Cambridge Investment Research Advis	-134,292	-70.5%	56,107
Mariner, LLC	-115,418	-66.2%	59,038
JANE STREET GROUP, LLC	-81,872	-81.3%	18,796
LPL Financial LLC	-48,169	-4.5%	1,019,666
ENVESTNET ASSET MANAGEMENT INC	-42,062	-63.2%	24,512
EVOLVE PRIVATE WEALTH, LLC	-39,038	-19.2%	164,780
COMMONWEALTH EQUITY SERVICES, LLC	-22,094	-7.8%	261,940
Janney Montgomery Scott LLC	-14,239	-7.3%	180,584
BLUE BELL PRIVATE WEALTH MANAGEMENT	-14,052	-23.6%	45,494
SUSQUEHANNA INTERNATIONAL GROUP, LL	-13,478	-35.3%	24,690
MERCER GLOBAL ADVISORS INC /ADV	-13,182	-36.8%	22,631
CHOREO, LLC	-12,236	-14.1%	74,766
UHLMANN PRICE SECURITIES, LLC	-10,365	-42.4%	14,075
ACCREDITED INVESTOR SERVICES, LLC	-7,220	-13.2%	47,590
CAPTRUST FINANCIAL ADVISORS	-6,031	-16.8%	29,843
NWF Advisory Services Inc.	-4,500	-4.5%	95,700

AOD

Institutional Ownership — AOD

Ownership Trends

Top Institutional Holders (181 total)

Recent Activity

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