$5.18

-0.01 (-0.19%)

Weekly Expected Move ±2.0%

$5 $5 $5 $5 $5

ETF NYSE · AUM $256.0M

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

Institutional Ownership — DSM

Institutional Holders

+0 vs prior quarter

0.0%

Ownership

+0.00pp

159M

Total Invested

New Positions

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (107 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	Saba Capital Management, L.P.	5,179,441	27M	—	+0.0%	15Q	SEC ↗
2	Bulldog Investors, LLP	3,065,475	16M	-308,467	-9.1%	13Q	SEC ↗
3	Pathstone Holdings, LLC	3,011,573	16M	-186,657	-5.8%	11Q	SEC ↗
4	SIT INVESTMENT ASSOCIATES INC	2,241,927	12M	+132,127	+6.3%	15Q	SEC ↗
5	RIVERNORTH CAPITAL MANAGEMENT, LLC	1,920,587	10M	+260,230	+15.7%	23Q	SEC ↗
6	Hennion & Walsh Asset Management, Inc.	1,476,212	8M	+689,844	+87.7%	22Q	SEC ↗
7	GUGGENHEIM CAPITAL LLC	1,089,623	6M	+68,112	+6.7%	29Q	SEC ↗
8	Karpus Management, Inc.	936,572	5M	-3,600	-0.4%	15Q	SEC ↗
9	Almitas Capital LLC	757,999	4M	-168,302	-18.2%	7Q	SEC ↗
10	LPL Financial LLC	544,464	3M	-29,263	-5.1%	29Q	SEC ↗
11	ROBINSON CAPITAL MANAGEMENT, LLC	467,193	2M	+41,717	+9.8%	3Q	SEC ↗
12	WELLS FARGO & COMPANY/MN	447,952	2M	+40,011	+9.8%	29Q	SEC ↗
13	VAN ECK ASSOCIATES CORP	423,652	2M	+6,849	+1.6%	15Q	SEC ↗
14	MORGAN STANLEY	268,067	1M	-13,258	-4.7%	29Q	SEC ↗
15	Fiera Capital Corp	258,371	1M	-10,269	-3.8%	2Q	SEC ↗
16	Capital Investment Advisors, LLC	250,343	1M	-6,000	-2.3%	13Q	SEC ↗
17	LORD, ABBETT & CO. LLC	224,958	1M	—	+0.0%	3Q	SEC ↗
18	Thomas J. Herzfeld Advisors, Inc.	195,902	1M	+30,970	+18.8%	11Q	SEC ↗
19	CAPSTONE INVESTMENT ADVISORS, LLC	187,555	972K	—	+0.0%	7Q	SEC ↗
20	ENVESTNET ASSET MANAGEMENT INC	180,248	934K	-11,828	-6.2%	26Q	SEC ↗
21	1607 Capital Partners, LLC	159,401	826K	—	+0.0%	8Q	SEC ↗
22	PARK AVENUE SECURITIES LLC	159,077	824K	-11,097	-6.5%	25Q	SEC ↗
23	Bank of New York Mellon Corp	145,899	756K	+75,527	+107.3%	2Q	SEC ↗
24	Nuveen, LLC	136,099	705K	—	+0.0%	6Q	SEC ↗
25	Summit Trail Advisors, LLC	112,022	580K	-4,850	-4.1%	2Q	SEC ↗
26	BLUE BELL PRIVATE WEALTH MANAGEMENT, L	107,584	557K	-1,517	-1.4%	10Q	SEC ↗
27	Closed-End Fund Advisors, Inc.	100,339	520K	—	+0.0%	3Q	SEC ↗
28	Invesco Ltd.	98,168	509K	-5,675	-5.5%	9Q	SEC ↗
29	PFS Partners, LLC	93,163	483K	+1,242	+1.4%	11Q	SEC ↗
30	Bridgewater Advisors Inc.	92,770	481K	—	+0.0%	11Q	SEC ↗
31	Ackerman Capital Advisors, LLC	91,598	474K	-27,399	-23.0%	12Q	SEC ↗
32	UBS Group AG	88,101	456K	-4,417	-4.8%	29Q	SEC ↗
33	Palogic Value Management, L.P.	72,032	373K	—	+0.0%	10Q	SEC ↗
34	Opal Wealth Advisors, LLC	71,035	368K	+1,571	+2.3%	3Q	SEC ↗
35	Noble Wealth Management PBC	65,733	340K	+4,400	+7.2%	4Q	SEC ↗
36	RAYMOND JAMES FINANCIAL INC	63,180	327K	+742	+1.2%	7Q	SEC ↗
37	STIFEL FINANCIAL CORP	62,270	323K	+807	+1.3%	17Q	SEC ↗
38	OSAIC HOLDINGS, INC.	60,102	311K	+37,538	+166.4%	26Q	SEC ↗
39	Savvy Advisors, Inc.	59,072	306K	-3,150	-5.1%	2Q	SEC ↗
40	COHEN & STEERS, INC.	50,000	259K	—	+0.0%	5Q	SEC ↗
41	&PARTNERS	46,327	240K	-4,418	-8.7%	3Q	SEC ↗
42	EVOLVE PRIVATE WEALTH, LLC	43,690	226K	+15,279	+53.8%	3Q	SEC ↗
43	Geneos Wealth Management Inc.	42,860	222K	—	+0.0%	29Q	SEC ↗
44	CITADEL ADVISORS LLC NEW	38,790	201K	—	+0.0%	1Q	SEC ↗
45	Fortitude Advisory Group L.L.C.	38,762	201K	—	+0.0%	19Q	SEC ↗
46	MELFA WEALTH MANAGEMENT, INC.	37,728	195K	-6,383	-14.5%	11Q	SEC ↗
47	Catalina Capital Group, LLC	36,500	189K	—	+0.0%	4Q	SEC ↗
48	Integrated Wealth Concepts LLC	33,832	175K	+28	+0.1%	2Q	SEC ↗
49	Arete Wealth Advisors, LLC	33,407	173K	-659	-1.9%	14Q	SEC ↗
50	Aviance Capital Partners, LLC	30,983	160K	-2,900	-8.6%	13Q	SEC ↗

Recent Activity

New Positions (10)

Holder	Shares	Value
CITADEL ADVISORS LLC	38,790	201K
ROTHSCHILD INVESTMENT LLC	25,000	130K
READYSTATE ASSET MANAGEMENT LP	14,309	74K
BANK OF MONTREAL /CAN	12,760	66K
Clear Street Group Inc.	10,001	52K
Global Retirement Partners, LLC	7,000	36K
TORONTO DOMINION BANK	4,938	26K
CoreCap Advisors, LLC	2,700	14K
Quent Capital, LLC	2,000	10K
MERCER GLOBAL ADVISORS INC /ADV	7	0K

Sold Out (19)

Holder	Prev Shares	Prev Value
Advisors Asset Management, Inc.	328,325	2M
RIVERBRIDGE PARTNERS LLC	237,540	1M
BANK OF AMERICA CORP /DE	73,353	380K
Gridiron Partners, LLC	48,891	253K
Traub Capital Management LLC	24,031	124K
NewEdge Advisors, LLC	14,254	74K
JANE STREET GROUP, LLC	12,552	65K
Plan A Wealth LLC	10,500	54K
Cambridge Investment Research Advis	10,487	54K
Root Financial Partners, LLC	8,188	42K
MAI Capital Management	6,023	31K
Arkos Global Advisors	5,046	26K
Steward Partners Investment Advisor	4,758	25K
Kestra Advisory Services, LLC	3,733	19K
ROYAL BANK OF CANADA	2,570	13K
Kilter Group LLC	2,162	11K
Activest Wealth Management	1,500	8K
NORTHWESTERN MUTUAL WEALTH MANAGEME	500	3K
Elevated Capital Advisors, LLC	79	0K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
Hennion & Walsh Asset Management, I	+689,844	+87.7%	1,476,212
RIVERNORTH CAPITAL MANAGEMENT, LLC	+260,230	+15.7%	1,920,587
SIT INVESTMENT ASSOCIATES INC	+132,127	+6.3%	2,241,927
Bank of New York Mellon Corp	+75,527	+107.3%	145,899
GUGGENHEIM CAPITAL LLC	+68,112	+6.7%	1,089,623
ROBINSON CAPITAL MANAGEMENT, LLC	+41,717	+9.8%	467,193
WELLS FARGO & COMPANY/MN	+40,011	+9.8%	447,952
OSAIC HOLDINGS, INC.	+37,538	+166.4%	60,102
Thomas J. Herzfeld Advisors, Inc.	+30,970	+18.8%	195,902
EVOLVE PRIVATE WEALTH, LLC	+15,279	+53.8%	43,690
Advisor OS, LLC	+9,130	+84.0%	19,994
VAN ECK ASSOCIATES CORP	+6,849	+1.6%	423,652
Noble Wealth Management PBC	+4,400	+7.2%	65,733
MML INVESTORS SERVICES, LLC	+2,121	+16.3%	15,166
Opal Wealth Advisors, LLC	+1,571	+2.3%	71,035
PFS Partners, LLC	+1,242	+1.4%	93,163
STIFEL FINANCIAL CORP	+807	+1.3%	62,270
RAYMOND JAMES FINANCIAL INC	+742	+1.2%	63,180
SUSQUEHANNA INTERNATIONAL GROUP, LL	+633	+3.0%	21,546
Novak & Powell Financial Services,	+247	+1.4%	18,502

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
Bulldog Investors, LLP	-308,467	-9.1%	3,065,475
Pathstone Holdings, LLC	-186,657	-5.8%	3,011,573
Almitas Capital LLC	-168,302	-18.2%	757,999
LPL Financial LLC	-29,263	-5.1%	544,464
Ackerman Capital Advisors, LLC	-27,399	-23.0%	91,598
MORGAN STANLEY	-13,258	-4.7%	268,067
HighTower Advisors, LLC	-12,972	-42.6%	17,492
ENVESTNET ASSET MANAGEMENT INC	-11,828	-6.2%	180,248
PARK AVENUE SECURITIES LLC	-11,097	-6.5%	159,077
Fiera Capital Corp	-10,269	-3.8%	258,371
MELFA WEALTH MANAGEMENT, INC.	-6,383	-14.5%	37,728
Capital Investment Advisors, LLC	-6,000	-2.3%	250,343
Invesco Ltd.	-5,675	-5.5%	98,168
INTEGRATED CAPITAL MANAGEMENT, INC.	-5,455	-16.4%	27,796
Camelot Portfolios, LLC	-5,337	-14.9%	30,362
Summit Trail Advisors, LLC	-4,850	-4.1%	112,022
&PARTNERS	-4,418	-8.7%	46,327
UBS Group AG	-4,417	-4.8%	88,101
Karpus Management, Inc.	-3,600	-0.4%	936,572
Savvy Advisors, Inc.	-3,150	-5.1%	59,072

DSM

Institutional Ownership — DSM

Ownership Trends

Top Institutional Holders (107 total)

Recent Activity

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