$11.90

+0.08 (+0.68%)

Weekly Expected Move ±2.3%

$11 $12 $12 $12 $12

ETF NYSE · AUM $907.2M

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

Institutional Ownership — BCX

157

Institutional Holders

+11 vs prior quarter

0.0%

Ownership

+0.00pp

263M

Total Invested

New Positions

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (166 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	MORGAN STANLEY	3,951,148	$47M	+196,133	+5.2%	60Q	SEC ↗
2	WELLS FARGO & COMPANY/MN	3,913,997	$47M	-42,645	-1.1%	61Q	SEC ↗
3	LAZARD ASSET MANAGEMENT LLC	2,946,944	$35M	+3,146	+0.1%	50Q	SEC ↗
4	180 WEALTH ADVISORS, LLC	1,086,189	$13M	+6,115	+0.6%	15Q	SEC ↗
5	LPL Financial LLC	940,242	$11M	+179,303	+23.6%	61Q	SEC ↗
6	Invesco Ltd.	914,314	$11M	+161,706	+21.5%	56Q	SEC ↗
7	ROYAL BANK OF CANADA	807,450	$10M	+17,179	+2.2%	61Q	SEC ↗
8	RAYMOND JAMES FINANCIAL INC	791,694	$9M	-3,510	-0.4%	7Q	SEC ↗
9	AMERIPRISE FINANCIAL INC	737,411	$9M	-2,540	-0.3%	16Q	SEC ↗
10	Allspring Global Investments Holdings,	629,411	$7M	-31,635	-4.8%	19Q	SEC ↗
11	BANK OF AMERICA CORP /DE	565,721	$7M	+47,956	+9.3%	15Q	SEC ↗
12	COMMONWEALTH EQUITY SERVICES, LLC	450,875	$5M	-9,194	-2.0%	35Q	SEC ↗
13	STIFEL FINANCIAL CORP	328,470	$4M	+18,938	+6.1%	27Q	SEC ↗
14	Intellectus Partners, LLC	306,015	$4M	-17,223	-5.3%	21Q	SEC ↗
15	OPPENHEIMER & CO INC	277,792	$3M	-6,697	-2.4%	15Q	SEC ↗
16	OSAIC HOLDINGS, INC.	244,564	$3M	+31,163	+14.6%	26Q	SEC ↗
17	Thomas J. Herzfeld Advisors, Inc.	238,622	$3M	+21,870	+10.1%	2Q	SEC ↗
18	TRANSCEND CAPITAL ADVISORS, LLC	210,078	$2M	+176,305	+522.0%	3Q	SEC ↗
19	Canal Insurance CO	204,174	$2M	—	+0.0%	40Q	SEC ↗
20	Steward Partners Investment Advisory,	193,969	$2M	-35,386	-15.4%	38Q	SEC ↗
21	UBS Group AG	181,888	$2M	-27,629	-13.2%	47Q	SEC ↗
22	Advisors Asset Management, Inc. NEW	135,384	$2M	—	+0.0%	1Q	SEC ↗
23	GUGGENHEIM CAPITAL LLC	131,352	$2M	+18,220	+16.1%	18Q	SEC ↗
24	Creative Planning	125,929	$1M	-3,190	-2.5%	12Q	SEC ↗
25	CITY OF LONDON INVESTMENT MANAGEMENT C	114,219	$1M	+73,956	+183.7%	16Q	SEC ↗
26	INGALLS & SNYDER LLC	105,850	$1M	—	+0.0%	21Q	SEC ↗
27	TTP Investments, Inc.	104,174	$1M	-383,286	-78.6%	2Q	SEC ↗
28	44 WEALTH MANAGEMENT LLC	101,653	$1M	-18,684	-15.5%	8Q	SEC ↗
29	Z3 Capital Partners, LLC	93,781	$1M	-1,807	-1.9%	3Q	SEC ↗
30	Basecamp Wealth Advisors LLC	86,764	$1M	—	+0.0%	2Q	SEC ↗
31	Cetera Investment Advisers	85,173	$1M	+1,239	+1.5%	10Q	SEC ↗
32	Farther Finance Advisors, LLC	82,824	$986K	+1,512	+1.9%	6Q	SEC ↗
33	Private Advisor Group, LLC	74,593	$888K	+13,324	+21.7%	41Q	SEC ↗
34	Stolper Co	72,889	$867K	+54,103	+288.0%	15Q	SEC ↗
35	RB Capital Management, LLC	70,937	$844K	+3,404	+5.0%	39Q	SEC ↗
36	AlphaCore Capital LLC	68,756	$818K	+596	+0.9%	6Q	SEC ↗
37	NewEdge Advisors, LLC	64,896	$772K	+1,011	+1.6%	11Q	SEC ↗
38	Mariner, LLC	64,511	$768K	+1,077	+1.7%	16Q	SEC ↗
39	FIRST TRUST ADVISORS LP	64,292	$765K	+3,205	+5.2%	18Q	SEC ↗
40	Pasadena Private Wealth, LLC	58,772	$699K	+12,034	+25.7%	5Q	SEC ↗
41	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	57,811	$688K	-435	-0.7%	18Q	SEC ↗
42	Calamos Advisors LLC NEW	53,857	$641K	—	+0.0%	1Q	SEC ↗
43	INTERNATIONAL ASSETS INVESTMENT MANAGE	52,878	$629K	—	+0.0%	15Q	SEC ↗
44	MONECO ADVISORS, LLC	50,129	$597K	+593	+1.2%	31Q	SEC ↗
45	Abel Hall, LLC	48,000	$571K	—	+0.0%	11Q	SEC ↗
46	Waverly Advisors, LLC	46,809	$557K	-1,645	-3.4%	7Q	SEC ↗
47	Triumph Capital Management	46,049	$548K	+1,238	+2.8%	9Q	SEC ↗
48	EVOLVE PRIVATE WEALTH, LLC	45,975	$547K	-31,077	-40.3%	3Q	SEC ↗
49	Kestra Advisory Services, LLC	45,649	$543K	-98,017	-68.2%	5Q	SEC ↗
50	Samalin Investment Counsel, LLC	43,097	$513K	-13,965	-24.5%	14Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
Advisors Asset Management, Inc.	135,384	$2M
Calamos Advisors LLC	53,857	$641K
Cypress Capital Management LLC (WY)	40,275	$479K
J.W. COLE ADVISORS, INC.	39,858	$474K
MGO ONE SEVEN LLC	27,876	$332K
Global Retirement Partners, LLC	21,076	$251K
CITADEL ADVISORS LLC	19,366	$230K
SUSQUEHANNA INTERNATIONAL GROUP, LL	16,324	$194K
Orcam Financial Group	15,196	$181K
SEI INVESTMENTS CO	14,372	$171K
MAGNOLIA CAPITAL ADVISORS LLC	14,070	$167K
READYSTATE ASSET MANAGEMENT LP	11,963	$142K
UHLMANN PRICE SECURITIES, LLC	11,652	$139K
Virtu Financial LLC	10,930	$130K
MERCER GLOBAL ADVISORS INC /ADV	8,193	$97K
EVOLUTION WEALTH MANAGEMENT INC.	3,644	$43K
Allied Private Wealth LLC	2,412	$29K
Lloyd Advisory Services, LLC.	2,084	$25K
Integrated Wealth Concepts LLC	1,279	$15K
Institute for Wealth Management, LL	1,100	$13K

Sold Out (20)

Holder	Prev Shares	Prev Value
RIVERNORTH CAPITAL MANAGEMENT, LLC	618,455	$7M
WOLVERINE ASSET MANAGEMENT LLC	205,083	$2M
TrueMark Investments, LLC	129,755	$2M
Independent Wealth Network Inc.	43,735	$520K
Navis Wealth Advisors, LLC	40,683	$484K
HRT FINANCIAL LP	22,174	$264K
Concorde Asset Management, LLC	14,700	$175K
MILLENNIUM MANAGEMENT LLC	12,779	$152K
Cerity Partners LLC	12,765	$152K
Octavia Wealth Advisors, LLC	11,399	$136K
NATIONAL BANK OF CANADA /FI	10,000	$119K
SUMMIT SECURITIES GROUP LLC	9,875	$118K
MAI Capital Management	3,500	$42K
US BANCORP \DE	2,722	$32K
MPWM ADVISORY SOLUTIONS, LLC	2,016	$24K
Advisory Services Network, LLC	1,300	$15K
Osbon Capital Management LLC	1,062	$13K
Mountain Hill Investment Partners C	1,000	$12K
JONES FINANCIAL COMPANIES LLLP	455	$5K
Western Wealth Management, LLC	419	$5K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
MORGAN STANLEY	+196,133	+5.2%	3,951,148
LPL Financial LLC	+179,303	+23.6%	940,242
TRANSCEND CAPITAL ADVISORS, LLC	+176,305	+522.0%	210,078
Invesco Ltd.	+161,706	+21.5%	914,314
CITY OF LONDON INVESTMENT MANAGEMEN	+73,956	+183.7%	114,219
Stolper Co	+54,103	+288.0%	72,889
BANK OF AMERICA CORP /DE	+47,956	+9.3%	565,721
OSAIC HOLDINGS, INC.	+31,163	+14.6%	244,564
Thomas J. Herzfeld Advisors, Inc.	+21,870	+10.1%	238,622
STIFEL FINANCIAL CORP	+18,938	+6.1%	328,470
GUGGENHEIM CAPITAL LLC	+18,220	+16.1%	131,352
ROYAL BANK OF CANADA	+17,179	+2.2%	807,450
Private Advisor Group, LLC	+13,324	+21.7%	74,593
Pasadena Private Wealth, LLC	+12,034	+25.7%	58,772
AQR CAPITAL MANAGEMENT LLC	+9,500	+63.8%	24,400
Jaffetilchin Investment Partners, L	+8,437	+50.1%	25,271
WEALTH ENHANCEMENT ADVISORY SERVICE	+7,859	+38.4%	28,300
&PARTNERS	+7,779	+24.5%	39,512
PRINCIPAL SECURITIES, INC.	+7,253	+26.9%	34,250
180 WEALTH ADVISORS, LLC	+6,115	+0.6%	1,086,189

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
TTP Investments, Inc.	-383,286	-78.6%	104,174
Kestra Advisory Services, LLC	-98,017	-68.2%	45,649
WELLS FARGO & COMPANY/MN	-42,645	-1.1%	3,913,997
Steward Partners Investment Advisor	-35,386	-15.4%	193,969
Allspring Global Investments Holdin	-31,635	-4.8%	629,411
EVOLVE PRIVATE WEALTH, LLC	-31,077	-40.3%	45,975
UBS Group AG	-27,629	-13.2%	181,888
44 WEALTH MANAGEMENT LLC	-18,684	-15.5%	101,653
Intellectus Partners, LLC	-17,223	-5.3%	306,015
Samalin Investment Counsel, LLC	-13,965	-24.5%	43,097
ENVESTNET ASSET MANAGEMENT INC	-13,497	-40.3%	20,012
COMMONWEALTH EQUITY SERVICES, LLC	-9,194	-2.0%	450,875
OPPENHEIMER & CO INC	-6,697	-2.4%	277,792
Cambridge Investment Research Advis	-5,455	-11.4%	42,484
RAYMOND JAMES FINANCIAL INC	-3,510	-0.4%	791,694
Creative Planning	-3,190	-2.5%	125,929
AMERIPRISE FINANCIAL INC	-2,540	-0.3%	737,411
Stratos Wealth Partners, LTD.	-2,489	-18.8%	10,765
Huntleigh Advisors, Inc.	-1,962	-6.0%	30,835
INDEPENDENT FINANCIAL GROUP, LLC	-1,852	-5.3%	33,128

BCX

Institutional Ownership — BCX

Ownership Trends

Top Institutional Holders (166 total)

Recent Activity

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