$11.57

+0.20 (+1.76%)

Weekly Expected Move ±3.4%

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ETF NASDAQ · AUM $933.8M

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

Institutional Ownership — CHI

151

Institutional Holders

+3 vs prior quarter

0.0%

Ownership

+0.00pp

251M

Total Invested

New Positions

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (162 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	BANK OF AMERICA CORP /DE	2,883,914	$33M	+254,277	+9.7%	15Q	SEC ↗
2	UBS Group AG	2,574,530	$30M	+196,134	+8.2%	47Q	SEC ↗
3	MORGAN STANLEY	1,551,031	$18M	+137,555	+9.7%	60Q	SEC ↗
4	WELLS FARGO & COMPANY/MN	1,362,840	$16M	+4,247	+0.3%	94Q	SEC ↗
5	D.A. DAVIDSON & CO.	1,105,418	$13M	+8,168	+0.7%	45Q	SEC ↗
6	LPL Financial LLC	700,766	$8M	+27,068	+4.0%	54Q	SEC ↗
7	GUGGENHEIM CAPITAL LLC	643,309	$7M	+33,833	+5.6%	64Q	SEC ↗
8	AMERIPRISE FINANCIAL INC	640,127	$7M	-3,194	-0.5%	16Q	SEC ↗
9	Baird Financial Group, Inc.	613,861	$7M	+22,625	+3.8%	37Q	SEC ↗
10	COMMONWEALTH EQUITY SERVICES, LLC	563,686	$7M	-1,373	-0.2%	35Q	SEC ↗
11	Advisors Asset Management, Inc.	533,895	$6M	+202,941	+61.3%	4Q	SEC ↗
12	Marathon Strategic Advisors, LLC	293,821	$3M	+5,494	+1.9%	9Q	SEC ↗
13	RAYMOND JAMES FINANCIAL INC	288,924	$3M	-12,756	-4.2%	7Q	SEC ↗
14	HARBOUR INVESTMENTS, INC.	273,702	$3M	-1,759	-0.6%	17Q	SEC ↗
15	OSAIC HOLDINGS, INC.	259,047	$3M	+34,536	+15.4%	26Q	SEC ↗
16	Creekside Partners	237,856	$3M	+8,666	+3.8%	9Q	SEC ↗
17	OPPENHEIMER & CO INC	237,341	$3M	+11,028	+4.9%	15Q	SEC ↗
18	ROYAL BANK OF CANADA	222,047	$3M	+2,248	+1.0%	67Q	SEC ↗
19	Samalin Investment Counsel, LLC	206,445	$2M	+60,096	+41.1%	27Q	SEC ↗
20	Cetera Investment Advisers	183,537	$2M	-3,033	-1.6%	15Q	SEC ↗
21	NewEdge Advisors, LLC	168,723	$2M	+50,322	+42.5%	19Q	SEC ↗
22	Rockefeller Capital Management L.P.	154,322	$2M	-1,258	-0.8%	26Q	SEC ↗
23	Cambridge Investment Research Advisors	148,918	$2M	-38,365	-20.5%	68Q	SEC ↗
24	Grange Capital, LLC	146,012	$2M	-148,404	-50.4%	7Q	SEC ↗
25	Focus Partners Wealth	141,775	$2M	-1,450	-1.0%	9Q	SEC ↗
26	Everstar Asset Management, LLC	111,723	$1M	—	+0.0%	8Q	SEC ↗
27	PMG Family Office LLC	100,303	$1M	+1,251	+1.3%	4Q	SEC ↗
28	STIFEL FINANCIAL CORP	99,903	$1M	+20,666	+26.1%	49Q	SEC ↗
29	Advisory Solutions Group, LLC NEW	82,718	$957K	—	+0.0%	1Q	SEC ↗
30	Janney Montgomery Scott LLC	79,989	$925K	+4,335	+5.7%	52Q	SEC ↗
31	Total Wealth Planning & Management, In	77,082	$892K	+5,646	+7.9%	3Q	SEC ↗
32	FIFTH THIRD BANCORP	76,357	$883K	-8,475	-10.0%	2Q	SEC ↗
33	COHEN & STEERS, INC.	75,000	$868K	+20,000	+36.4%	2Q	SEC ↗
34	IHT Wealth Management, LLC	71,052	$822K	—	+0.0%	8Q	SEC ↗
35	SEI INVESTMENTS CO	62,801	$727K	-2,868	-4.4%	5Q	SEC ↗
36	Mutual Advisors, LLC	60,670	$702K	+9,093	+17.6%	4Q	SEC ↗
37	Legacy Wealth Management, LLC / MS	55,109	$638K	+171	+0.3%	7Q	SEC ↗
38	SAM Advisors, LLC	53,676	$621K	-625	-1.2%	12Q	SEC ↗
39	CAPTRUST FINANCIAL ADVISORS	50,598	$585K	-4,700	-8.5%	17Q	SEC ↗
40	NORTHERN TRUST CORP	46,782	$541K	-6,846	-12.8%	7Q	SEC ↗
41	INDEPENDENT FINANCIAL GROUP, LLC	45,333	$525K	+2,000	+4.6%	11Q	SEC ↗
42	WEALTH ENHANCEMENT ADVISORY SERVICES,	38,867	$450K	+2,950	+8.2%	12Q	SEC ↗
43	Geneos Wealth Management Inc.	37,474	$434K	-1,400	-3.6%	42Q	SEC ↗
44	&PARTNERS	37,395	$433K	+400	+1.1%	4Q	SEC ↗
45	KFA Private Wealth Group, LLC	37,169	$430K	-60,563	-62.0%	7Q	SEC ↗
46	Apollon Wealth Management, LLC	36,927	$427K	-937	-2.5%	19Q	SEC ↗
47	CreativeOne Wealth, LLC	36,688	$424K	+2,400	+7.0%	7Q	SEC ↗
48	Kestra Advisory Services, LLC	36,684	$424K	+3,233	+9.7%	3Q	SEC ↗
49	E&G Advisors, LLC	34,902	$404K	—	+0.0%	51Q	SEC ↗
50	NorthRock Partners, LLC	34,855	$403K	-417	-1.2%	2Q	SEC ↗

Recent Activity

New Positions (19)

Holder	Shares	Value
Advisory Solutions Group, LLC	82,718	$957K
XTX Topco Ltd	25,761	$298K
Cerity Partners LLC	15,728	$182K
Carrera Capital Advisors	13,000	$150K
MGO ONE SEVEN LLC	10,807	$125K
Continuum Advisory, LLC	10,713	$124K
JONES FINANCIAL COMPANIES LLLP	8,400	$97K
Global Retirement Partners, LLC	7,513	$87K
Integrated Wealth Concepts LLC	4,637	$54K
IFG Advisory, LLC	2,058	$24K
Financial Gravity Asset Management,	1,520	$18K
Financial Gravity Companies, Inc.	1,520	$18K
COMPASS FINANCIAL MANAGEMENT LLC	1,121	$13K
TRUST CO OF VERMONT	715	$8K
MERCER GLOBAL ADVISORS INC /ADV	500	$6K
Cape Investment Advisory, Inc.	402	$5K
Blue Trust, Inc.	227	$3K
Buck Wealth Strategies, LLC	200	$2K
JFS WEALTH ADVISORS, LLC	88	$1K

Sold Out (20)

Holder	Prev Shares	Prev Value
LANDSCAPE CAPITAL MANAGEMENT, L.L.C	68,264	$790K
First Nebraska Trust Co	33,760	$391K
WOLVERINE ASSET MANAGEMENT LLC	31,343	$363K
Jaffetilchin Investment Partners, L	31,029	$359K
Stratos Wealth Partners, LTD.	27,338	$316K
Capital CS Group, LLC	25,224	$292K
READYSTATE ASSET MANAGEMENT LP	24,702	$286K
Lexington Hill Partners, LLC	22,497	$260K
KESTRA PRIVATE WEALTH SERVICES, LLC	20,803	$241K
SUSQUEHANNA INTERNATIONAL GROUP, LL	19,899	$230K
JANE STREET GROUP, LLC	19,319	$224K
HRT FINANCIAL LP	14,099	$163K
CALTON & ASSOCIATES, INC.	12,211	$141K
Semus Wealth Partners LLC	11,221	$130K
Creative Planning	11,003	$127K
Advisory Services Network, LLC	664	$8K
Garton & Associates Financial Advis	575	$7K
GAMMA Investing LLC	321	$4K
HIGHLINE WEALTH PARTNERS LLC	250	$3K
Key Financial Inc	89	$1K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
BANK OF AMERICA CORP /DE	+254,277	+9.7%	2,883,914
Advisors Asset Management, Inc.	+202,941	+61.3%	533,895
UBS Group AG	+196,134	+8.2%	2,574,530
MORGAN STANLEY	+137,555	+9.7%	1,551,031
Samalin Investment Counsel, LLC	+60,096	+41.1%	206,445
NewEdge Advisors, LLC	+50,322	+42.5%	168,723
OSAIC HOLDINGS, INC.	+34,536	+15.4%	259,047
GUGGENHEIM CAPITAL LLC	+33,833	+5.6%	643,309
LPL Financial LLC	+27,068	+4.0%	700,766
Baird Financial Group, Inc.	+22,625	+3.8%	613,861
STIFEL FINANCIAL CORP	+20,666	+26.1%	99,903
COHEN & STEERS, INC.	+20,000	+36.4%	75,000
OPPENHEIMER & CO INC	+11,028	+4.9%	237,341
Mutual Advisors, LLC	+9,093	+17.6%	60,670
Creekside Partners	+8,666	+3.8%	237,856
Farther Finance Advisors, LLC	+8,300	+155.4%	13,640
D.A. DAVIDSON & CO.	+8,168	+0.7%	1,105,418
NORTHWESTERN MUTUAL WEALTH MANAGEME	+7,269	+330.9%	9,466
CoreCap Advisors, LLC	+6,000	+61.5%	15,750
Total Wealth Planning & Management,	+5,646	+7.9%	77,082

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
Grange Capital, LLC	-148,404	-50.4%	146,012
KFA Private Wealth Group, LLC	-60,563	-62.0%	37,169
Institute for Wealth Management, LL	-57,582	-97.1%	1,695
Cambridge Investment Research Advis	-38,365	-20.5%	148,918
Beacon Pointe Advisors, LLC	-13,676	-50.1%	13,610
RAYMOND JAMES FINANCIAL INC	-12,756	-4.2%	288,924
EP Wealth Advisors, LLC	-9,818	-34.4%	18,682
FIFTH THIRD BANCORP	-8,475	-10.0%	76,357
NORTHERN TRUST CORP	-6,846	-12.8%	46,782
CAPTRUST FINANCIAL ADVISORS	-4,700	-8.5%	50,598
HALBERT HARGROVE GLOBAL ADVISORS, L	-3,500	-17.5%	16,550
AMERIPRISE FINANCIAL INC	-3,194	-0.5%	640,127
Cetera Investment Advisers	-3,033	-1.6%	183,537
SEI INVESTMENTS CO	-2,868	-4.4%	62,801
HARBOUR INVESTMENTS, INC.	-1,759	-0.6%	273,702
Brookstone Capital Management	-1,736	-10.9%	14,138
PINNACLE ASSOCIATES LTD	-1,493	-9.1%	14,940
Focus Partners Wealth	-1,450	-1.0%	141,775
Geneos Wealth Management Inc.	-1,400	-3.6%	37,474
COMMONWEALTH EQUITY SERVICES, LLC	-1,373	-0.2%	563,686

CHI

Institutional Ownership — CHI

Ownership Trends

Top Institutional Holders (162 total)

Recent Activity

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