$13.83

+0.07 (+0.51%)

Weekly Expected Move ±1.6%

$13 $14 $14 $14 $14

ETF NYSE · AUM $231.3M

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

Institutional Ownership — RLTY

Institutional Holders

+0 vs prior quarter

0.0%

Ownership

+0.00pp

63M

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	MORGAN STANLEY	1,045,431	$14M	-103,821	-9.0%	18Q	SEC ↗
2	Pathstone Holdings, LLC	565,408	$8M	+41,984	+8.0%	11Q	SEC ↗
3	Advisors Asset Management, Inc.	455,798	$6M	-1,637	-0.4%	8Q	SEC ↗
4	BANK OF AMERICA CORP /DE	212,945	$3M	-14,816	-6.5%	15Q	SEC ↗
5	WOLVERINE ASSET MANAGEMENT LLC	206,381	$3M	+41,431	+25.1%	7Q	SEC ↗
6	ROYAL BANK OF CANADA	177,888	$2M	+7,520	+4.4%	17Q	SEC ↗
7	RAYMOND JAMES FINANCIAL INC	120,261	$2M	+648	+0.5%	7Q	SEC ↗
8	WELLS FARGO & COMPANY/MN	117,889	$2M	+5,232	+4.6%	18Q	SEC ↗
9	COMMONWEALTH EQUITY SERVICES, LLC	117,838	$2M	+14,205	+13.7%	13Q	SEC ↗
10	UBS Group AG	116,162	$2M	+25,292	+27.8%	18Q	SEC ↗
11	LexAurum Advisors, LLC	88,969	$1M	+184	+0.2%	2Q	SEC ↗
12	Beacon Capital Management, Inc.	83,500	$1M	—	+0.0%	6Q	SEC ↗
13	Closed-End Fund Advisors, Inc.	66,771	$923K	+2,420	+3.8%	3Q	SEC ↗
14	World Investment Advisors	65,550	$907K	—	+0.0%	3Q	SEC ↗
15	Invesco Ltd.	58,213	$805K	+1,110	+1.9%	3Q	SEC ↗
16	CITY OF LONDON INVESTMENT MANAGEMENT C	58,164	$804K	+22,329	+62.3%	2Q	SEC ↗
17	FIRST FOUNDATION ADVISORS	56,173	$777K	+45,245	+414.0%	2Q	SEC ↗
18	LPL Financial LLC	48,299	$668K	+3,641	+8.2%	15Q	SEC ↗
19	INDEPENDENT FINANCIAL GROUP, LLC	42,491	$588K	+6,300	+17.4%	2Q	SEC ↗
20	OSAIC HOLDINGS, INC.	39,297	$543K	+14,705	+59.8%	16Q	SEC ↗
21	OPPENHEIMER & CO INC	34,271	$474K	-3,400	-9.0%	13Q	SEC ↗
22	Advisory Advocates, LLC	25,220	$349K	+2,490	+11.0%	3Q	SEC ↗
23	ALLIUM FINANCIAL ADVISORS, LLC	24,493	$339K	+439	+1.8%	4Q	SEC ↗
24	KORNITZER CAPITAL MANAGEMENT INC /KS NEW	15,100	$209K	—	+0.0%	1Q	SEC ↗
25	Samalin Investment Counsel, LLC	14,359	$199K	+285	+2.0%	7Q	SEC ↗
26	Catalina Capital Group, LLC	12,920	$179K	+22	+0.2%	10Q	SEC ↗
27	XTX Topco Ltd	12,913	$179K	-1,775	-12.1%	3Q	SEC ↗
28	WEDBUSH SECURITIES INC	12,900	$178K	—	+0.0%	12Q	SEC ↗
29	Cetera Investment Advisers	11,330	$157K	+619	+5.8%	8Q	SEC ↗
30	ADAPT WEALTH ADVISORS, LLC	11,290	$156K	-1,500	-11.7%	4Q	SEC ↗
31	CreativeOne Wealth, LLC NEW	11,200	$155K	—	+0.0%	1Q	SEC ↗
32	STIFEL FINANCIAL CORP	10,600	$147K	-3,100	-22.6%	11Q	SEC ↗
33	Pasadena Private Wealth, LLC NEW	10,140	$140K	—	+0.0%	1Q	SEC ↗
34	NORTHWESTERN MUTUAL WEALTH MANAGEMENT	7,943	$110K	+1,115	+16.3%	2Q	SEC ↗
35	FIFTH THIRD BANCORP	7,498	$104K	-2,976	-28.4%	2Q	SEC ↗
36	US BANCORP \DE	6,451	$89K	—	+0.0%	4Q	SEC ↗
37	MERCER GLOBAL ADVISORS INC /ADV NEW	3,828	$53K	—	+0.0%	1Q	SEC ↗
38	Arax Advisory Partners NEW	3,532	$49K	—	+0.0%	1Q	SEC ↗
39	Global Retirement Partners, LLC NEW	2,897	$40K	—	+0.0%	1Q	SEC ↗
40	Rockefeller Capital Management L.P.	2,484	$34K	+50	+2.1%	4Q	SEC ↗
41	Archer Investment Corp	2,338	$32K	—	+0.0%	13Q	SEC ↗
42	GILPIN WEALTH MANAGEMENT, LLC	2,231	$31K	—	+0.0%	3Q	SEC ↗
43	Larson Financial Group LLC	1,930	$27K	—	+0.0%	13Q	SEC ↗
44	Smartleaf Asset Management LLC	1,066	$15K	—	+0.0%	3Q	SEC ↗
45	Pinnacle Wealth Planning Services, Inc	1,009	$14K	-1	-0.1%	3Q	SEC ↗
46	SALEM INVESTMENT COUNSELORS INC NEW	600	$8K	—	+0.0%	1Q	SEC ↗
47	WPG Advisers, LLC	449	$6K	-1	-0.2%	7Q	SEC ↗
48	WHITTIER TRUST CO OF NEVADA INC	173	$2K	—	+0.0%	2Q	SEC ↗
49	Allworth Financial LP	150	$2K	—	+0.0%	3Q	SEC ↗
50	CWM, LLC	148	$2K	-2,508	-94.4%	7Q	SEC ↗

Recent Activity

New Positions (7)

Holder	Shares	Value
KORNITZER CAPITAL MANAGEMENT INC /K	15,100	$209K
CreativeOne Wealth, LLC	11,200	$155K
Pasadena Private Wealth, LLC	10,140	$140K
MERCER GLOBAL ADVISORS INC /ADV	3,828	$53K
Arax Advisory Partners	3,532	$49K
Global Retirement Partners, LLC	2,897	$40K
SALEM INVESTMENT COUNSELORS INC	600	$8K

Sold Out (11)

Holder	Prev Shares	Prev Value
Logan Stone Capital, LLC	35,689	$494K
SUSQUEHANNA INTERNATIONAL GROUP, LL	35,266	$488K
Prospera Financial Services Inc	25,476	$352K
Concorde Asset Management, LLC	22,350	$309K
Pettinga Financial Advisors LLC	11,135	$154K
Chevy Chase Trust Holdings, LLC	10,000	$138K
Kestra Advisory Services, LLC	1,622	$22K
Osbon Capital Management LLC	398	$6K
HARBOUR INVESTMENTS, INC.	278	$4K
BlackRock, Inc.	160	$2K
Root Financial Partners, LLC	69	$1K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
FIRST FOUNDATION ADVISORS	+45,245	+414.0%	56,173
Pathstone Holdings, LLC	+41,984	+8.0%	565,408
WOLVERINE ASSET MANAGEMENT LLC	+41,431	+25.1%	206,381
UBS Group AG	+25,292	+27.8%	116,162
CITY OF LONDON INVESTMENT MANAGEMEN	+22,329	+62.3%	58,164
OSAIC HOLDINGS, INC.	+14,705	+59.8%	39,297
COMMONWEALTH EQUITY SERVICES, LLC	+14,205	+13.7%	117,838
ROYAL BANK OF CANADA	+7,520	+4.4%	177,888
INDEPENDENT FINANCIAL GROUP, LLC	+6,300	+17.4%	42,491
WELLS FARGO & COMPANY/MN	+5,232	+4.6%	117,889
LPL Financial LLC	+3,641	+8.2%	48,299
Advisory Advocates, LLC	+2,490	+11.0%	25,220
Closed-End Fund Advisors, Inc.	+2,420	+3.8%	66,771
NORTHWESTERN MUTUAL WEALTH MANAGEME	+1,115	+16.3%	7,943
Invesco Ltd.	+1,110	+1.9%	58,213
RAYMOND JAMES FINANCIAL INC	+648	+0.5%	120,261
Cetera Investment Advisers	+619	+5.8%	11,330
ALLIUM FINANCIAL ADVISORS, LLC	+439	+1.8%	24,493
Samalin Investment Counsel, LLC	+285	+2.0%	14,359
LexAurum Advisors, LLC	+184	+0.2%	88,969

Biggest Decreases (11)

Holder	Reduced	Change %	Total Shares
MORGAN STANLEY	-103,821	-9.0%	1,045,431
BANK OF AMERICA CORP /DE	-14,816	-6.5%	212,945
OPPENHEIMER & CO INC	-3,400	-9.0%	34,271
STIFEL FINANCIAL CORP	-3,100	-22.6%	10,600
FIFTH THIRD BANCORP	-2,976	-28.4%	7,498
CWM, LLC	-2,508	-94.4%	148
XTX Topco Ltd	-1,775	-12.1%	12,913
Advisors Asset Management, Inc.	-1,637	-0.4%	455,798
ADAPT WEALTH ADVISORS, LLC	-1,500	-11.7%	11,290
Pinnacle Wealth Planning Services,	-1	-0.1%	1,009
WPG Advisers, LLC	-1	-0.2%	449

RLTY

Institutional Ownership — RLTY

Ownership Trends

Top Institutional Holders (62 total)

Recent Activity

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