Institutional shares held 10.5 Million
0 calls
0 puts
Total value of holdings $294M
$0 calls
$0 puts
# of Institutions 124


Latest Institutional Activity in CTA

Top Purchases

Q1 2025
Beacon Capital Management, LLC Shares Held: 721K ($20.3M)
Q1 2025
Advisor Resource Council Shares Held: 237K ($6.67M)
Q1 2025
Dynamic Advisor Solutions LLC Shares Held: 203K ($5.72M)
Q1 2025
Whalen Wealth Management Inc. Shares Held: 311K ($8.74M)
Q1 2025
Archford Capital Strategies, LLC Shares Held: 158K ($4.45M)

Top Sells

Q1 2025
Miracle Mile Advisors, LLC Shares Held: 60.3K ($1.7M)
Q4 2024
Astor Investment Management LLC Shares Held: 304K ($8.57M)
Q4 2024
Creative One Wealth, LLC Shares Held: 19.8K ($557K)
Q4 2024
Orion Portfolio Solutions, LLC Shares Held: 454K ($12.8M)
Q4 2024
Wells Fargo & Company Shares Held: 680K ($19.1M)

About CTA

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