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RHRX · RH Tactical Rotation ETF ETF

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$21.66 -0.07 (-0.33%) 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: 10
Total Value: $7,810,548
Total Shares: 720,840

Institutional Ownership Trend

5 quarters

Holder Concentration

Across 10 13F filers · Δ vs Sep 30, 2022
Top Holder
49.7%
Dec 2021 → Dec 2022 · range 30.3% – 49.7%
+18.7 pts
Top 5
87.7%
Dec 2021 → Dec 2022 · range 86.5% – 92.2%
+1.2 pts
Top 10
100.0%
Dec 2021 → Dec 2022 · range 98.3% – 100.0%
+1.7 pts
HHI
2,930
Dec 2021 → Dec 2022 · range 1,985 – 2,930
Highly concentrated+945

Quarterly Activity

vs Sep 30, 2022
New
3
Increased
2
Decreased
4
Sold Out
8
Unchanged
1
Holder count: -5
Institutional value: -28.3%
Shares held: -26.3%

Top Buyers

vs Sep 30, 2022
Institution Added Now Holds Open
Cetera Advisors LLC +28,783 331,882
OLD MISSION CAPITAL LLC +345 28,055

Top Sellers

vs Sep 30, 2022
Institution Sold Now Holds Open
NewEdge Advisors, LLC −21,473 55,063
F3Logic, LLC −11,453 60,059
ROYAL BANK OF CANADA −122 25,906
WealthPlan Investment Management, LLC −72 13,038

Top New Positions

vs Sep 30, 2022
Institution Acquired Value (USD) Open
Cetera Advisor Networks LLC 101,836 $1,191,583
Gallagher Benefit Services, Inc. 60,059 $702,750
WealthPLAN Partners, LLC 13,038 $152,557

Top Sold-Out Positions

vs Sep 30, 2022
Institution Previously Held Last Value (USD) Open
LPL Financial LLC 251,602 $2,802,594
ENVESTNET ASSET MANAGEMENT INC 143,380 $1,597,109
CENTAURUS FINANCIAL, INC. 15,735 $175,272
JANE STREET GROUP, LLC 10,322 $114,976
Householder Group Estate & Retirement Specialist, LLC 4,724 $52,620
Filter: New 3 Increased 2 Reduced 4 Sold out 8 Unchanged 1
Showing 10 of 10
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Cetera Advisors LLC RHRX $3,883,351 49.72% 331,882
Cetera Advisor Networks LLC RHRX $1,191,583 15.26% 101,836
Gallagher Benefit Services, Inc. RHRX $702,750 9.00% 60,059
F3Logic, LLC RHRX $702,750 9.00% 60,059
Avior Wealth Management, LLC RHRX $373,308 4.78% 31,904
OLD MISSION CAPITAL LLC RHRX $328,271 4.20% 28,055
ROYAL BANK OF CANADA RHRX $303,126 3.88% 25,906
WealthPlan Investment Management, LLC RHRX $152,557 1.95% 13,038
WealthPLAN Partners, LLC RHRX $152,557 1.95% 13,038
NewEdge Advisors, LLC RHRX $20,295 0.26% 55,063