$6.55

+0.07 (+1.08%)

Weekly Expected Move ±2.3%

$6 $6 $7 $7 $7

ETF NYSE · AUM $822.3M

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

Institutional Ownership — PML

172

Institutional Holders

-16 vs prior quarter

0.0%

Ownership

+0.00pp

315M

Total Invested

New Positions

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (205 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	Bramshill Investments, LLC	7,767,525	51M	+190,464	+2.5%	4Q	SEC ↗
2	RIVERNORTH CAPITAL MANAGEMENT, LLC	4,482,914	29M	+231,386	+5.4%	7Q	SEC ↗
3	GUGGENHEIM CAPITAL LLC	2,724,581	18M	+142,538	+5.5%	12Q	SEC ↗
4	MORGAN STANLEY	1,863,909	12M	+161,335	+9.5%	60Q	SEC ↗
5	Hennion & Walsh Asset Management, Inc.	1,673,808	11M	-928,348	-35.7%	9Q	SEC ↗
6	TORONTO DOMINION BANK	1,611,583	11M	-65,360	-3.9%	2Q	SEC ↗
7	Wagner Wealth Management, LLC	1,379,218	9M	+296,806	+27.4%	4Q	SEC ↗
8	WELLS FARGO & COMPANY/MN	1,374,493	9M	-20,759	-1.5%	96Q	SEC ↗
9	Allspring Global Investments Holdings,	1,142,125	7M	+261,474	+29.7%	5Q	SEC ↗
10	BANK OF AMERICA CORP /DE	1,083,313	7M	+253,036	+30.5%	15Q	SEC ↗
11	VAN ECK ASSOCIATES CORP	1,077,922	7M	+41,111	+4.0%	15Q	SEC ↗
12	ENVESTNET ASSET MANAGEMENT INC	924,063	6M	+134,705	+17.1%	13Q	SEC ↗
13	ROBINSON CAPITAL MANAGEMENT, LLC	856,682	6M	+346,632	+68.0%	3Q	SEC ↗
14	Gridiron Partners, LLC	830,828	5M	+193,558	+30.4%	11Q	SEC ↗
15	Advisors Asset Management, Inc.	827,378	5M	+77,217	+10.3%	4Q	SEC ↗
16	Cetera Investment Advisers	620,021	4M	+22,435	+3.8%	33Q	SEC ↗
17	GenTrust, LLC	606,631	4M	+98,870	+19.5%	4Q	SEC ↗
18	STIFEL FINANCIAL CORP	558,895	4M	+17,605	+3.3%	49Q	SEC ↗
19	LPL Financial LLC	552,378	4M	+81,613	+17.3%	61Q	SEC ↗
20	UBS Group AG	492,004	3M	-84,051	-14.6%	47Q	SEC ↗
21	CITY OF LONDON INVESTMENT MANAGEMENT C	461,349	3M	—	+0.0%	4Q	SEC ↗
22	Williams & Novak, LLC	338,525	2M	-32,618	-8.8%	4Q	SEC ↗
23	TRUIST FINANCIAL CORP	337,948	2M	+155,124	+84.8%	6Q	SEC ↗
24	OSAIC HOLDINGS, INC.	336,267	2M	-227,002	-40.3%	26Q	SEC ↗
25	Fiera Capital Corp	326,075	2M	-8,596	-2.6%	15Q	SEC ↗
26	CAPTRUST FINANCIAL ADVISORS	311,408	2M	+3,313	+1.1%	4Q	SEC ↗
27	PARK AVENUE SECURITIES LLC NEW	275,791	2M	—	+0.0%	1Q	SEC ↗
28	Wakefield Asset Management LLLP	272,029	2M	+38,529	+16.5%	11Q	SEC ↗
29	Bank of New York Mellon Corp	260,826	2M	+30,557	+13.3%	7Q	SEC ↗
30	RAYMOND JAMES FINANCIAL INC	254,969	2M	+10,303	+4.2%	7Q	SEC ↗
31	Lido Advisors, LLC	235,787	2M	+1	+0.0%	11Q	SEC ↗
32	Rareview Capital LLC NEW	232,046	2M	—	+0.0%	1Q	SEC ↗
33	Ellis Investment Partners, LLC	221,938	1M	+3,399	+1.6%	30Q	SEC ↗
34	ROYAL BANK OF CANADA	214,400	1M	-1,450	-0.7%	59Q	SEC ↗
35	GILL CAPITAL PARTNERS, LLC	204,956	1M	-59,208	-22.4%	26Q	SEC ↗
36	SIT INVESTMENT ASSOCIATES INC	197,651	1M	+187,800	+1906.4%	4Q	SEC ↗
37	Worthington Financial Partners, LLC	185,833	1M	-13,316	-6.7%	3Q	SEC ↗
38	WEALTH ENHANCEMENT ADVISORY SERVICES,	169,476	1M	+540	+0.3%	4Q	SEC ↗
39	Cambridge Investment Research Advisors	165,838	1M	-79,080	-32.3%	11Q	SEC ↗
40	MELFA WEALTH MANAGEMENT, INC.	161,692	1M	+8,000	+5.2%	10Q	SEC ↗
41	COMMONWEALTH EQUITY SERVICES, LLC	152,420	998K	-2,837	-1.8%	35Q	SEC ↗
42	Cove Private Wealth, LLC	148,388	972K	—	+0.0%	11Q	SEC ↗
43	Summit Trail Advisors, LLC	141,436	926K	-3,383	-2.3%	4Q	SEC ↗
44	GeoWealth Management, LLC	130,241	853K	+19,862	+18.0%	4Q	SEC ↗
45	Focus Partners Wealth	119,928	786K	+63,808	+113.7%	6Q	SEC ↗
46	Cypress Capital Group	102,720	673K	—	+0.0%	5Q	SEC ↗
47	HighTower Advisors, LLC	98,347	644K	+46,272	+88.9%	19Q	SEC ↗
48	Koshinski Asset Management, Inc.	97,765	640K	-5,050	-4.9%	13Q	SEC ↗
49	JANE STREET GROUP, LLC	95,105	623K	+10,484	+12.4%	5Q	SEC ↗
50	Noble Wealth Management PBC	87,991	576K	+32,863	+59.6%	4Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
PARK AVENUE SECURITIES LLC	275,791	2M
Rareview Capital LLC	232,046	2M
Thomas J. Herzfeld Advisors, Inc.	73,493	481K
J.W. COLE ADVISORS, INC.	64,849	425K
Sanctuary Advisors, LLC	34,378	225K
Janney Montgomery Scott LLC	32,540	213K
CITADEL ADVISORS LLC	25,535	167K
Planning Project LLC	24,200	159K
BOOTHBAY FUND MANAGEMENT, LLC	18,411	121K
MERCER GLOBAL ADVISORS INC /ADV	13,074	86K
WESBANCO BANK INC	12,372	81K
Vident Advisory, LLC	11,158	73K
Financial Gravity Asset Management,	3,674	24K
Financial Gravity Companies, Inc.	3,674	24K
Global Retirement Partners, LLC	2,145	14K
TRUST CO OF VERMONT	1,700	11K
MCDONALD PARTNERS LLC	1,380	9K
BOKF, NA	1,072	7K
Johnson Financial Group, Inc.	700	5K
IMA Advisory Services, Inc.	373	2K

Sold Out (20)

Holder	Prev Shares	Prev Value
Arkadios Wealth Advisors	1,088,510	7M
Balyasny Asset Management L.P.	478,016	3M
Logan Stone Capital, LLC	159,011	1M
Allen Mooney & Barnes Investment Ad	104,224	683K
GC Wealth Management RIA, LLC	88,492	580K
SEI INVESTMENTS CO	87,554	573K
READYSTATE ASSET MANAGEMENT LP	60,224	394K
Arlington Capital Management, Inc.	37,383	245K
NOVEM GROUP	34,704	227K
MGO Private Wealth, LLC	31,025	203K
WOLVERINE ASSET MANAGEMENT LLC	26,062	171K
Beacon Pointe Advisors, LLC	25,516	167K
NORTHERN TRUST CORP	23,171	152K
COMMERCE BANK	22,074	145K
ACT Advisors, LLC.	21,408	140K
Marex Group plc	20,400	134K
Virtu Financial LLC	19,952	131K
RFG Advisory, LLC	19,820	130K
LANDSCAPE CAPITAL MANAGEMENT, L.L.C	18,623	122K
Permanent Capital Management, LP	18,185	119K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
ROBINSON CAPITAL MANAGEMENT, LLC	+346,632	+68.0%	856,682
Wagner Wealth Management, LLC	+296,806	+27.4%	1,379,218
Allspring Global Investments Holdin	+261,474	+29.7%	1,142,125
BANK OF AMERICA CORP /DE	+253,036	+30.5%	1,083,313
RIVERNORTH CAPITAL MANAGEMENT, LLC	+231,386	+5.4%	4,482,914
Gridiron Partners, LLC	+193,558	+30.4%	830,828
Bramshill Investments, LLC	+190,464	+2.5%	7,767,525
SIT INVESTMENT ASSOCIATES INC	+187,800	+1906.4%	197,651
MORGAN STANLEY	+161,335	+9.5%	1,863,909
TRUIST FINANCIAL CORP	+155,124	+84.8%	337,948
GUGGENHEIM CAPITAL LLC	+142,538	+5.5%	2,724,581
ENVESTNET ASSET MANAGEMENT INC	+134,705	+17.1%	924,063
GenTrust, LLC	+98,870	+19.5%	606,631
LPL Financial LLC	+81,613	+17.3%	552,378
Advisors Asset Management, Inc.	+77,217	+10.3%	827,378
Focus Partners Wealth	+63,808	+113.7%	119,928
Mariner, LLC	+54,170	+374.8%	68,623
HighTower Advisors, LLC	+46,272	+88.9%	98,347
BTG Pactual Asset Management US LLC	+41,289	+110.6%	78,631
VAN ECK ASSOCIATES CORP	+41,111	+4.0%	1,077,922

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
Hennion & Walsh Asset Management, I	-928,348	-35.7%	1,673,808
OSAIC HOLDINGS, INC.	-227,002	-40.3%	336,267
UBS Group AG	-84,051	-14.6%	492,004
Cambridge Investment Research Advis	-79,080	-32.3%	165,838
TORONTO DOMINION BANK	-65,360	-3.9%	1,611,583
GILL CAPITAL PARTNERS, LLC	-59,208	-22.4%	204,956
Williams & Novak, LLC	-32,618	-8.8%	338,525
INTEGRATED CAPITAL MANAGEMENT, INC.	-21,245	-26.9%	57,841
WELLS FARGO & COMPANY/MN	-20,759	-1.5%	1,374,493
Traynor Capital Management, Inc.	-15,091	-33.7%	29,696
Worthington Financial Partners, LLC	-13,316	-6.7%	185,833
Fiera Capital Corp	-8,596	-2.6%	326,075
BANK OF MONTREAL /CAN	-8,232	-33.8%	16,149
XTX Topco Ltd	-6,829	-30.5%	15,570
Beta Wealth Group, Inc.	-5,902	-28.4%	14,896
JONES FINANCIAL COMPANIES LLLP	-5,767	-100.0%	1
HOLLENCREST CAPITAL MANAGEMENT	-5,655	-25.5%	16,480
Ackerman Capital Advisors, LLC	-5,241	-10.4%	45,017
Koshinski Asset Management, Inc.	-5,050	-4.9%	97,765
NOMURA HOLDINGS INC	-5,000	-20.0%	20,000

PML

Institutional Ownership — PML

Ownership Trends

Top Institutional Holders (205 total)

Recent Activity

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