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ACKY · Holdings ETF

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$17.15 -0.12 (-0.71%) At close · Oct 1
Volume · Oct 1 15.1K Avg daily vol (3M) 23.01K

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 →
Some SEC filings for this period have not finished importing. Holder totals and changes may be incomplete; these filings remain queued for recovery.
Holders: 13
Total Value: $6,943,433
Total Shares: 401,123

Institutional Ownership Trend

4 quarters

Holder Concentration

Across 13 13F filers · Δ vs Mar 31, 2026
Top Holder
27.3%
Sep 2025 → Jun 2026 · range 27.3% – 66.0%
−38.7 pts
Top 5
82.4%
Sep 2025 → Jun 2026 · range 82.4% – 99.0%
−14.7 pts
Top 10
99.3%
Sep 2025 → Jun 2026 · range 99.3% – 100.0%
−0.7 pts
HHI
1,788
Sep 2025 → Jun 2026 · range 1,788 – 4,717
Moderately concentrated−2,929

Quarterly Activity

vs Mar 31, 2026
New
6
Increased
1
Decreased
2
Sold Out
4
Unchanged
4
Holder count: +2
Institutional value: -34.8%
Shares held: -34.4%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
Cambridge Investment Research Advisors, Inc. +3,846 17,803

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
Brookwood Investment Group LLC −294,303 109,530
UBS Group AG −312 1,315

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Financial Gravity Companies, Inc. 65,319 $1,130,671
Larson Financial Group LLC 28,377 $491,205
SUSQUEHANNA INTERNATIONAL GROUP, LLP 14,001 $242,357
CITADEL ADVISORS LLC 13,100 $226,761
RAYMOND JAMES FINANCIAL INC 12,925 $223,731

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
Financial Gravity Asset Management, Inc. 49,092 $854,200
Steward Partners Investment Advisory, LLC 13,000 $226,200
MAI Capital Management 1,474 $25,647
IFP Advisors, Inc 200 $3,480
Filter: New 6 Increased 1 Reduced 2 Sold out 4 Unchanged 4
Showing 13 of 13
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Brookwood Investment Group LLC $1,895,964 27.31% 109,530
Miller Global Investments, LLC $1,732,315 24.95% 100,076
Financial Gravity Companies, Inc. $1,130,671 16.28% 65,319
Larson Financial Group LLC $491,205 7.07% 28,377
ELEVATUS WELATH MANAGEMENT $469,499 6.76% 27,123
Cambridge Investment Research Advisors, Inc. $308,169 4.44% 17,803
SUSQUEHANNA INTERNATIONAL GROUP, LLP $242,357 3.49% 14,001
CITADEL ADVISORS LLC $226,761 3.27% 13,100
RAYMOND JAMES FINANCIAL INC $223,731 3.22% 12,925
Brookstone Capital Management $174,017 2.51% 10,053
HARBOUR INVESTMENTS, INC. $25,965 0.37% 1,500
UBS Group AG $22,762 0.33% 1,315
WELLS FARGO & COMPANY/MN $17 0.00% 1