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NEWZ · StockSnips AI-Powered Sentiment US All Cap ETF ETF

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$30.55 -0.02 (-0.06%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 6
Total Value: $8,230,995
Total Shares: 303,391

Institutional Ownership Trend

4 quarters

Holder Concentration

Across 6 13F filers · Δ vs Dec 31, 2024
Top Holder
93.6%
Jun 2024 → Mar 2025 · range 47.8% – 93.6%
+38.6 pts
Top 5
100.0%
Jun 2024 → Mar 2025 · range 100.0% – 100.0%
+0.0 pts
Top 10
100.0%
Jun 2024 → Mar 2025 · range 100.0% – 100.0%
0.0 pts
HHI
8,780
Jun 2024 → Mar 2025 · range 4,019 – 8,780
Highly concentrated+4,339

Quarterly Activity

vs Dec 31, 2024
New
1
Increased
1
Decreased
2
Sold Out
3
Unchanged
2
Holder count: -2
Institutional value: -31.2%
Shares held: -28.0%

Top Buyers

vs Dec 31, 2024
Institution Added Now Holds Open
Kestra Advisory Services, LLC +52,132 283,881

Top Sellers

vs Dec 31, 2024
Institution Sold Now Holds Open
GTS SECURITIES LLC −8,092 14,344
COMERICA BANK −5,519 5,051

Top New Positions

vs Dec 31, 2024
Institution Acquired Value (USD) Open
UBS Group AG 100 $2,713

Top Sold-Out Positions

vs Dec 31, 2024
Institution Previously Held Last Value (USD) Open
Grove Bank & Trust 156,443 $4,442,981
Legacy Investment Solutions, LLC 15 $426
Tower Research Capital LLC (TRC) 1 $28
Filter: New 1 Increased 1 Reduced 2 Sold out 3 Unchanged 2
Showing 6 of 6
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Kestra Advisory Services, LLC NEWZ $7,701,691 93.57% 283,881
GTS SECURITIES LLC NEWZ $389,152 4.73% 14,344
COMERICA BANK NEWZ $137,033 1.66% 5,051
UBS Group AG NEWZ $2,713 0.03% 100
Legacy Wealth Managment, LLC/ID NEWZ $406 0.00% 15
PROEQUITIES, INC. NEWZ $0 0.00% 0