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Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF (WIZ) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF (NASDAQ:WIZ)

Number of
Institutional Buyers
(last 12 months)
2
Total
Institutional Inflows
(last 12 months)
$255.51K
Number of
Institutional Sellers
(last 12 months)
0
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WIZ Institutional Buying and Selling by Quarter

Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/10/2023Householder Group Estate & Retirement Specialist LLC3,130$87K0.0%N/A0.531%
5/10/2023Nelson Van Denburg & Campbell Wealth Management Group LLC6,051$168K0.0%N/A0.840%
4/13/2023Householder Group Estate & Retirement Specialist LLC1,293$36K0.0%N/A0.177%
2/8/2023 Cambridge Investment Research Advisors Inc.36,736$1.01M0.0%+151.2%4.898%
11/4/2022Empirical Finance LLC12,442$353K0.0%-4.8%1.338%
10/18/2022 Clearview Wealth Advisors LLC7,057$200K0.2%-15.8%0.672%
10/18/2022 One Plus One Wealth Management LLC199,886$5.67M4.6%+16.0%19.037%
8/5/2022 Clearview Wealth Advisors LLC8,382$257K0.2%-32.6%0.660%
7/26/2022Surience Private Wealth LLC159,074$4.88M7.4%-2.1%12.526%
7/19/2022Commonwealth Equity Services LLC14,710$450K0.0%+17.7%1.036%
7/13/2022 Cambridge Investment Research Advisors Inc.14,625$448K0.0%-8.3%1.023%
5/4/2022S.C. Financial Services Inc.15,999$553K0.7%-9.3%0.925%
2/2/2022 Clearview Wealth Advisors LLC12,659$467K0.3%-9.9%0.732%
11/12/2021OLD Mission Capital LLC12,455$433K0.0%-36.6%0.614%
11/2/2021 Clearview Wealth Advisors LLC14,046$488K0.3%+3.4%0.692%
8/13/2021OLD Mission Capital LLC19,637$704K0.0%+20.5%0.865%
5/6/2021 Clearview Wealth Advisors LLC13,715$459K0.3%+79.4%0.571%
2/13/2021Clear Creek Financial Management LLC216,381$7.22M1.4%N/A7.071%
1/21/2021 Clearview Wealth Advisors LLC7,646$255K0.2%N/A0.257%
1/21/2021Kestra Private Wealth Services LLC168,056$5.60M0.4%N/A5.639%
(Data available from 1/1/2016 forward)

WIZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WIZ shares?

During the previous two years, 9 institutional investors and hedge funds held shares of Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF. The most heavily invested institutionals were One Plus One Wealth Management LLC ($5.67M), Surience Private Wealth LLC ($4.88M), Cambridge Investment Research Advisors Inc. ($1.01M), S.C. Financial Services Inc. ($553K), Commonwealth Equity Services LLC ($450K), Empirical Finance LLC ($353K), and Clearview Wealth Advisors LLC ($200K).Learn more on WIZ's institutional investors.

Which institutional investors have been buying Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF stock?

The following institutional investors have purchased Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF stock in the last 24 months: One Plus One Wealth Management LLC ($27.60K), Cambridge Investment Research Advisors Inc. ($22.11K), Nelson Van Denburg & Campbell Wealth Management Group LLC ($6.05K), Householder Group Estate & Retirement Specialist LLC ($4.42K), and Commonwealth Equity Services LLC ($2.21K).

How much institutional buying is happening at Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF?

Institutional investors have bought a total of 62,395 shares in the last 24 months. This purchase volume represents approximately $1.75M in transactions.

Which Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF major shareholders have been selling company stock?

The following institutional investors have sold Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF stock in the last 24 months: Clearview Wealth Advisors LLC ($5.37K), Surience Private Wealth LLC ($3.44K), S.C. Financial Services Inc. ($1.65K), Cambridge Investment Research Advisors Inc. ($1.33K), and Empirical Finance LLC ($634.00).

How much institutional selling is happening at Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF?

Institutional investors have sold a total of 12,417 shares in the last 24 months. This volume of shares sold represents approximately $382.59K in transactions.


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This page (NASDAQ:WIZ) was last updated on 4/28/2024 by MarketBeat.com Staff

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