$14.07

-0.06 (-0.42%)

Weekly Expected Move ±2.6%

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ETF NYSE · AUM $6.7B

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

Institutional Ownership — PDI

409

Institutional Holders

+4 vs prior quarter

0.0%

Ownership

+0.00pp

Total Invested

New Positions

171

Increased

135

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (444 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	MORGAN STANLEY	13,979,935	197M	+1,076,423	+8.3%	57Q	SEC ↗
2	LPL Financial LLC	5,545,160	78M	+256,224	+4.8%	56Q	SEC ↗
3	BANK OF AMERICA CORP /DE	3,010,801	42M	-27,381	-0.9%	15Q	SEC ↗
4	Cetera Investment Advisers	2,178,984	31M	+470,920	+27.6%	33Q	SEC ↗
5	OSAIC HOLDINGS, INC.	1,829,861	26M	+250,209	+15.8%	26Q	SEC ↗
6	UBS Group AG	1,750,310	25M	+104,389	+6.3%	47Q	SEC ↗
7	RAYMOND JAMES FINANCIAL INC	1,585,101	22M	+130,218	+9.0%	7Q	SEC ↗
8	WELLS FARGO & COMPANY/MN	1,534,884	22M	-58,375	-3.7%	57Q	SEC ↗
9	COHEN & STEERS, INC.	1,514,050	21M	+87,186	+6.1%	56Q	SEC ↗
10	J.W. COLE ADVISORS, INC.	1,510,792	21M	+1,498,024	+11732.6%	12Q	SEC ↗
11	ROYAL BANK OF CANADA	1,455,710	20M	-81,742	-5.3%	57Q	SEC ↗
12	PFG Investments, LLC	1,438,078	20M	-87,157	-5.7%	10Q	SEC ↗
13	TD Waterhouse Canada Inc.	1,385,039	19M	+82,214	+6.3%	19Q	SEC ↗
14	Estate Planners Group, LLC	1,363,819	19M	+54,909	+4.2%	3Q	SEC ↗
15	Cambridge Investment Research Advisors	1,334,973	19M	+155,881	+13.2%	53Q	SEC ↗
16	Cerity Partners LLC	985,250	14M	+195,179	+24.7%	5Q	SEC ↗
17	Cyndeo Wealth Partners, LLC	927,452	13M	+307,630	+49.6%	15Q	SEC ↗
18	ENVESTNET ASSET MANAGEMENT INC	839,521	12M	+390,166	+86.8%	31Q	SEC ↗
19	Mission Hills Financial Advisory, LLC	751,235	11M	+27,041	+3.7%	8Q	SEC ↗
20	INDEPENDENT FINANCIAL GROUP, LLC	717,418	10M	-14,126	-1.9%	26Q	SEC ↗
21	Private Advisor Group, LLC	713,369	10M	-162,754	-18.6%	51Q	SEC ↗
22	NORTHWESTERN MUTUAL WEALTH MANAGEMENT	651,048	9M	+252,231	+63.2%	41Q	SEC ↗
23	GUGGENHEIM CAPITAL LLC	608,146	9M	-85,469	-12.3%	25Q	SEC ↗
24	COMMONWEALTH EQUITY SERVICES, LLC	604,754	9M	+8,461	+1.4%	35Q	SEC ↗
25	Bensler, LLC	566,940	8M	+41,067	+7.8%	11Q	SEC ↗
26	Noble Wealth Management PBC	537,557	8M	-40,301	-7.0%	4Q	SEC ↗
27	Cornerstone Advisory, LLC	501,259	7M	-67,405	-11.9%	19Q	SEC ↗
28	Janney Montgomery Scott LLC	477,384	7M	-6,540	-1.4%	40Q	SEC ↗
29	Summit Financial, LLC	465,415	7M	+6,613	+1.4%	7Q	SEC ↗
30	Avior Wealth Management, LLC	462,193	7M	+11,509	+2.6%	2Q	SEC ↗
31	VERUS CAPITAL PARTNERS, LLC	459,841	6M	+79,369	+20.9%	4Q	SEC ↗
32	Orion Porfolio Solutions, LLC	446,181	6M	+130,084	+41.2%	19Q	SEC ↗
33	Wealthcare Advisory Partners LLC	436,792	6M	-1,100	-0.3%	10Q	SEC ↗
34	NewEdge Advisors, LLC	431,148	6M	+45,979	+11.9%	19Q	SEC ↗
35	Thomas J. Herzfeld Advisors, Inc.	388,727	5M	+233,867	+151.0%	3Q	SEC ↗
36	Kestra Advisory Services, LLC	381,774	5M	+19,544	+5.4%	24Q	SEC ↗
37	Wagner Wealth Management, LLC	374,835	5M	+4,489	+1.2%	22Q	SEC ↗
38	ALLIUM FINANCIAL ADVISORS, LLC	371,490	5M	+41,601	+12.6%	6Q	SEC ↗
39	HighTower Advisors, LLC	367,398	5M	+92,859	+33.8%	43Q	SEC ↗
40	LifeWealth Investments, LLC	362,648	5M	-6,593	-1.8%	7Q	SEC ↗
41	AE Wealth Management LLC	345,004	5M	+6,644	+2.0%	19Q	SEC ↗
42	RIVERNORTH CAPITAL MANAGEMENT, LLC NEW	320,522	5M	—	+0.0%	1Q	SEC ↗
43	RFG Advisory, LLC	308,982	4M	+117,208	+61.1%	19Q	SEC ↗
44	Sentinel Advisory Group, LLC	306,398	4M	-35,874	-10.5%	2Q	SEC ↗
45	PRINCIPAL SECURITIES, INC.	303,855	4M	+25,417	+9.1%	11Q	SEC ↗
46	Logan Stone Capital, LLC	284,734	4M	+274,700	+2737.7%	3Q	SEC ↗
47	ALLIANCEBERNSTEIN L.P.	282,580	4M	-120,876	-30.0%	19Q	SEC ↗
48	PNC Financial Services Group, Inc.	279,565	4M	+30,350	+12.2%	15Q	SEC ↗
49	ICON ADVISERS INC/CO NEW	268,890	4M	—	+0.0%	1Q	SEC ↗
50	Arax Advisory Partners	266,894	4M	+262,416	+5860.1%	5Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
RIVERNORTH CAPITAL MANAGEMENT, LLC	320,522	5M
ICON ADVISERS INC/CO	268,890	4M
CONDOR CAPITAL MANAGEMENT	211,898	3M
Meadowbrook Wealth Management, LLC	110,570	2M
Connecticut Wealth Management, LLC	52,792	743K
Pasadena Private Wealth, LLC	48,212	678K
Advisory Solutions Group, LLC	45,459	640K
Diversify Advisory Services, LLC	44,312	623K
VectorGlobal IAG, Inc.	38,733	545K
CHOREO, LLC	31,746	447K
PRAIRIE ADVISORY, LLC	26,862	378K
Thomasville National Bank	23,250	327K
Global Retirement Partners, LLC	20,413	287K
Quantinno Capital Management LP	19,754	278K
Mutual Advisors, LLC	19,000	267K
READYSTATE ASSET MANAGEMENT LP	18,730	264K
Waverly Advisors, LLC	17,506	246K
Integrity Advisory Solutions, LLC	16,541	233K
BOOTHBAY FUND MANAGEMENT, LLC	14,149	199K
LEVEL FOUR ADVISORY SERVICES, LLC	14,026	197K

Sold Out (20)

Holder	Prev Shares	Prev Value
Marex Group plc	398,209	6M
ABSOLUTE INVESTMENT ADVISERS, LLC	218,531	3M
HRT FINANCIAL LP	156,283	2M
JANE STREET GROUP, LLC	141,396	2M
Independent Advisor Alliance	104,120	1M
Quarry LP	88,604	1M
LANDSCAPE CAPITAL MANAGEMENT, L.L.C	73,550	1M
NCP Inc.	70,936	998K
Virtu Financial LLC	52,202	734K
TrueMark Investments, LLC	47,431	667K
CITADEL ADVISORS LLC	47,021	662K
Stratos Wealth Advisors, LLC	44,712	629K
Arlington Capital Management, Inc.	40,098	564K
Buska Wealth Management, LLC	35,447	499K
Soltis Investment Advisors LLC	35,414	498K
Safe Harbor Fiduciary, LLC	32,774	461K
MILLENNIUM MANAGEMENT LLC	28,201	397K
M Holdings Securities, Inc.	27,164	382K
Aptus Capital Advisors, LLC	26,797	377K
Arcus Capital Partners, LLC	22,395	315K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
J.W. COLE ADVISORS, INC.	+1,498,024	+11732.6%	1,510,792
MORGAN STANLEY	+1,076,423	+8.3%	13,979,935
Cetera Investment Advisers	+470,920	+27.6%	2,178,984
ENVESTNET ASSET MANAGEMENT INC	+390,166	+86.8%	839,521
Cyndeo Wealth Partners, LLC	+307,630	+49.6%	927,452
Logan Stone Capital, LLC	+274,700	+2737.7%	284,734
Arax Advisory Partners	+262,416	+5860.1%	266,894
LPL Financial LLC	+256,224	+4.8%	5,545,160
NORTHWESTERN MUTUAL WEALTH MANAGEME	+252,231	+63.2%	651,048
OSAIC HOLDINGS, INC.	+250,209	+15.8%	1,829,861
Thomas J. Herzfeld Advisors, Inc.	+233,867	+151.0%	388,727
Cerity Partners LLC	+195,179	+24.7%	985,250
Cambridge Investment Research Advis	+155,881	+13.2%	1,334,973
RAYMOND JAMES FINANCIAL INC	+130,218	+9.0%	1,585,101
Orion Porfolio Solutions, LLC	+130,084	+41.2%	446,181
IFG Advisory, LLC	+121,383	+3301.1%	125,060
RFG Advisory, LLC	+117,208	+61.1%	308,982
UBS Group AG	+104,389	+6.3%	1,750,310
Savant Capital, LLC	+103,909	+196.7%	156,723
WEALTH ENHANCEMENT ADVISORY SERVICE	+96,397	+123.7%	174,295

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
Arkadios Wealth Advisors	-362,111	-95.2%	18,253
Farther Finance Advisors, LLC	-221,292	-61.0%	141,329
Private Advisor Group, LLC	-162,754	-18.6%	713,369
Destiny Wealth Partners, LLC	-143,025	-38.6%	227,585
ALLIANCEBERNSTEIN L.P.	-120,876	-30.0%	282,580
ALEXANDER LABRUNERIE & CO., INC.	-103,479	-79.6%	26,461
PFG Investments, LLC	-87,157	-5.7%	1,438,078
GUGGENHEIM CAPITAL LLC	-85,469	-12.3%	608,146
ROYAL BANK OF CANADA	-81,742	-5.3%	1,455,710
Cornerstone Advisory, LLC	-67,405	-11.9%	501,259
XTX Topco Ltd	-65,007	-22.6%	223,099
WELLS FARGO & COMPANY/MN	-58,375	-3.7%	1,534,884
Navis Wealth Advisors, LLC	-45,205	-40.3%	66,991
Noble Wealth Management PBC	-40,301	-7.0%	537,557
SUSQUEHANNA INTERNATIONAL GROUP, LL	-40,246	-23.0%	134,574
Anchor Capital Management Group Inc	-40,000	-32.2%	84,300
Sentinel Advisory Group, LLC	-35,874	-10.5%	306,398
DIVERSIFY WEALTH MANAGEMENT, LLC	-27,740	-38.5%	44,312
BANK OF AMERICA CORP /DE	-27,381	-0.9%	3,010,801
HUB Investment Partners, LLC	-27,182	-25.3%	80,453

PDI

Institutional Ownership — PDI

Ownership Trends

Top Institutional Holders (444 total)

Recent Activity

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