$7.64

+0.11 (+1.46%)

Weekly Expected Move ±2.8%

$7 $7 $8 $8 $8

ETF NYSE · AUM $141.5M

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

Institutional Ownership — IHD

Institutional Holders

+5 vs prior quarter

0.0%

Ownership

+0.00pp

66M

Total Invested

New Positions

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (62 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	Saba Capital Management, L.P.	1,305,586	10M	—	+0.0%	20Q	SEC ↗
2	MORGAN STANLEY	1,123,730	9M	-120,480	-9.7%	49Q	SEC ↗
3	Bulldog Investors, LLP	881,453	7M	-100,985	-10.3%	5Q	SEC ↗
4	Allspring Global Investments Holdings,	544,768	4M	-556,494	-50.5%	19Q	SEC ↗
5	WELLS FARGO & COMPANY/MN	528,430	4M	-13,805	-2.5%	49Q	SEC ↗
6	ABSOLUTE INVESTMENT ADVISERS, LLC NEW	515,063	4M	—	+0.0%	1Q	SEC ↗
7	Waterfront Wealth Inc.	510,568	4M	+24,703	+5.1%	2Q	SEC ↗
8	RAYMOND JAMES FINANCIAL INC	414,507	3M	+31,106	+8.1%	7Q	SEC ↗
9	Invesco Ltd.	332,407	3M	+35,620	+12.0%	3Q	SEC ↗
10	GUGGENHEIM CAPITAL LLC	301,211	2M	+128,670	+74.6%	2Q	SEC ↗
11	Quarry LP NEW	211,632	2M	—	+0.0%	1Q	SEC ↗
12	BANK OF AMERICA CORP /DE	173,638	1M	+43	+0.0%	15Q	SEC ↗
13	OSAIC HOLDINGS, INC.	140,864	1M	-10,204	-6.8%	26Q	SEC ↗
14	Private Advisor Group, LLC	134,765	1M	-177,396	-56.8%	29Q	SEC ↗
15	Arkadios Wealth Advisors	133,618	1M	—	+0.0%	21Q	SEC ↗
16	&PARTNERS	124,346	950K	-4,833	-3.7%	3Q	SEC ↗
17	Avory & Company, LLC	94,848	725K	—	+0.0%	11Q	SEC ↗
18	Compound Planning, Inc. NEW	93,375	713K	—	+0.0%	1Q	SEC ↗
19	Stonebridge Financial Group, LLC/CA NEW	86,375	660K	—	+0.0%	1Q	SEC ↗
20	Almitas Capital LLC NEW	78,161	597K	—	+0.0%	1Q	SEC ↗
21	STATE OF WISCONSIN INVESTMENT BOARD	67,425	515K	—	+0.0%	6Q	SEC ↗
22	Clear Street Group Inc. NEW	66,598	509K	—	+0.0%	1Q	SEC ↗
23	LPL Financial LLC	66,551	508K	-26,053	-28.1%	6Q	SEC ↗
24	SIT INVESTMENT ASSOCIATES INC NEW	53,967	412K	—	+0.0%	1Q	SEC ↗
25	Kingsview Wealth Management, LLC	53,635	410K	-445	-0.8%	27Q	SEC ↗
26	FIFTH THIRD BANCORP	49,795	380K	+3,300	+7.1%	2Q	SEC ↗
27	XTX Topco Ltd NEW	39,544	302K	—	+0.0%	1Q	SEC ↗
28	NewEdge Advisors, LLC	37,306	285K	+11	+0.0%	19Q	SEC ↗
29	NWF Advisory Services Inc.	33,500	256K	-4,500	-11.8%	6Q	SEC ↗
30	BOS Asset Management, LLC NEW	31,300	239K	—	+0.0%	1Q	SEC ↗
31	Cetera Investment Advisers	26,745	204K	+10,215	+61.8%	4Q	SEC ↗
32	HB Wealth Management, LLC	26,420	202K	—	+0.0%	5Q	SEC ↗
33	Shaker Financial Services, LLC	26,129	200K	+14,091	+117.1%	25Q	SEC ↗
34	DECISION INVESTMENTS, INC	25,290	193K	-1,300	-4.9%	3Q	SEC ↗
35	B. Riley Wealth Advisors, Inc.	24,191	185K	—	+0.0%	30Q	SEC ↗
36	CITADEL ADVISORS LLC NEW	24,030	184K	—	+0.0%	1Q	SEC ↗
37	Moors & Cabot, Inc.	20,125	154K	-3,200	-13.7%	26Q	SEC ↗
38	SUSQUEHANNA INTERNATIONAL GROUP, LLP	17,877	137K	+700	+4.1%	3Q	SEC ↗
39	DAYMARK WEALTH PARTNERS, LLC NEW	17,844	136K	—	+0.0%	1Q	SEC ↗
40	Cambridge Investment Research Advisors NEW	15,309	117K	—	+0.0%	1Q	SEC ↗
41	UBS Group AG	14,532	111K	+3,658	+33.6%	47Q	SEC ↗
42	Comprehensive Money Management Service	14,250	109K	—	+0.0%	7Q	SEC ↗
43	TWIN FOCUS CAPITAL PARTNERS, LLC	12,000	92K	—	+0.0%	8Q	SEC ↗
44	Stratos Wealth Partners, LTD.	11,676	89K	-776	-6.2%	4Q	SEC ↗
45	CARY STREET PARTNERS FINANCIAL LLC	11,000	84K	—	+0.0%	7Q	SEC ↗
46	OAKWORTH CAPITAL, INC.	5,000	38K	—	+0.0%	2Q	SEC ↗
47	MERCER GLOBAL ADVISORS INC /ADV NEW	3,565	27K	—	+0.0%	1Q	SEC ↗
48	CoreCap Advisors, LLC	2,553	20K	+2,013	+372.8%	13Q	SEC ↗
49	Pinnacle Bancorp, Inc.	560	4K	—	+0.0%	5Q	SEC ↗
50	HIGHLINE WEALTH PARTNERS LLC	400	3K	-18	-4.3%	4Q	SEC ↗

Recent Activity

New Positions (13)

Holder	Shares	Value
ABSOLUTE INVESTMENT ADVISERS, LLC	515,063	4M
Quarry LP	211,632	2M
Compound Planning, Inc.	93,375	713K
Stonebridge Financial Group, LLC/CA	86,375	660K
Almitas Capital LLC	78,161	597K
Clear Street Group Inc.	66,598	509K
SIT INVESTMENT ASSOCIATES INC	53,967	412K
XTX Topco Ltd	39,544	302K
BOS Asset Management, LLC	31,300	239K
CITADEL ADVISORS LLC	24,030	184K
DAYMARK WEALTH PARTNERS, LLC	17,844	136K
Cambridge Investment Research Advis	15,309	117K
MERCER GLOBAL ADVISORS INC /ADV	3,565	27K

Sold Out (12)

Holder	Prev Shares	Prev Value
1607 Capital Partners, LLC	207,969	2M
Verition Fund Management LLC	150,567	1M
Navis Wealth Advisors, LLC	74,404	568K
UHLMANN PRICE SECURITIES, LLC	35,744	273K
RIVERNORTH CAPITAL MANAGEMENT, LLC	29,248	223K
TrueMark Investments, LLC	29,248	223K
Advisory Services Network, LLC	6,003	46K
Parkside Financial Bank & Trust	6,000	46K
BLUE BELL PRIVATE WEALTH MANAGEMENT	4,815	37K
SageView Advisory Group, LLC	3,017	23K
NORTHWESTERN MUTUAL WEALTH MANAGEME	496	4K
Asset Dedication, LLC	173	1K

Biggest Increases (12)

Holder	Added	Change %	Total Shares
GUGGENHEIM CAPITAL LLC	+128,670	+74.6%	301,211
Invesco Ltd.	+35,620	+12.0%	332,407
RAYMOND JAMES FINANCIAL INC	+31,106	+8.1%	414,507
Waterfront Wealth Inc.	+24,703	+5.1%	510,568
Shaker Financial Services, LLC	+14,091	+117.1%	26,129
Cetera Investment Advisers	+10,215	+61.8%	26,745
UBS Group AG	+3,658	+33.6%	14,532
FIFTH THIRD BANCORP	+3,300	+7.1%	49,795
CoreCap Advisors, LLC	+2,013	+372.8%	2,553
SUSQUEHANNA INTERNATIONAL GROUP, LL	+700	+4.1%	17,877
BANK OF AMERICA CORP /DE	+43	+0.0%	173,638
NewEdge Advisors, LLC	+11	+0.0%	37,306

Biggest Decreases (14)

Holder	Reduced	Change %	Total Shares
Allspring Global Investments Holdin	-556,494	-50.5%	544,768
Private Advisor Group, LLC	-177,396	-56.8%	134,765
MORGAN STANLEY	-120,480	-9.7%	1,123,730
Bulldog Investors, LLP	-100,985	-10.3%	881,453
LPL Financial LLC	-26,053	-28.1%	66,551
WELLS FARGO & COMPANY/MN	-13,805	-2.5%	528,430
OSAIC HOLDINGS, INC.	-10,204	-6.8%	140,864
&PARTNERS	-4,833	-3.7%	124,346
NWF Advisory Services Inc.	-4,500	-11.8%	33,500
Moors & Cabot, Inc.	-3,200	-13.7%	20,125
DECISION INVESTMENTS, INC	-1,300	-4.9%	25,290
Stratos Wealth Partners, LTD.	-776	-6.2%	11,676
Kingsview Wealth Management, LLC	-445	-0.8%	53,635
HIGHLINE WEALTH PARTNERS LLC	-18	-4.3%	400

IHD

Institutional Ownership — IHD

Ownership Trends

Top Institutional Holders (62 total)

Recent Activity

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