Ownership: BCI


30.17up0.33 (1.11%)

 as of 4:10:00pm ET 05/19/2022

Ownership Summary

More information
Institutional ETF/ETP Ownership 62.72%
Institutional Mutual Fund Ownership 0.60%
Mutual Fund Ownership --
Insider Ownership --
Other 36.68%

Total Outstanding Shares: 36,850,000

Institutional Ownership Details

Institutional ETF/ETP &
Mutual Fund Ownership:

Institutional Share Purchases 9.6M 2.1M
Institutional Shares Sold 926.0K 9.0M
Net Institutional Shares Purchased 8.7M -6.9M
Change in Ownership +58.10% -31.73%
Top 10 Institutional Holdings by Shares Held
Name Reporting Date Total Holdings Sorted in descending order. Position Value Outstanding
Shares Owned
Wells Fargo & Company 03/31/2022 5.3M $161.7M 14.27%
SEI Investments Co 03/31/2022 3.6M $108.1M 9.55%
Bank of America Corporation 03/31/2022 2.0M $60.4M 5.33%
Morgan Stanley 03/31/2022 1.8M $55.9M 4.93%
Stifel Financial Corporation 03/31/2022 1.3M $39.9M 3.52%
Advisor Group, Inc. 03/31/2022 1.1M $32.2M 2.84%
Royal Bank of Canada 03/31/2022 1.0M $31.6M 2.79%
Wealth Enhancement Advisory Services, LLC 03/31/2022 1.0M $31.2M 2.76%
Brinker Capital Investments, LLC 03/31/2022 1.0M $30.5M 2.70%
Thrivent Financial For Lutherans 03/31/2022 636.8K $19.3M 1.71%

Mutual Fund Ownership Details

Institutional Mutual Fund & Mutual Fund (No 13F Form) Ownership:0.60%

Mutual Fund Share Purchases 218.3K 11.3K
Mutual Fund Shares Sold 6.3K --
Net Mutual Fund Shares Purchased 212.0K 11.3K
Change in Ownership -- --
Top 10 Mutual Fund Holdings by Shares Held
Name Reporting Date Total Holdings Sorted in descending order. Position Value Outstanding
Shares Owned
Allspring Spectrum Moderate Growth Fund (i) 03/31/2022 82.1K $2.5M 0.22%
Allspring Spectrum Conservative Growth Fund (i) 03/31/2022 56.5K $1.7M 0.15%
Allspring Spectrum Growth Fund (i) 03/31/2022 44.1K $1.3M 0.12%
Allspring Spectrum Income Allocation Fund (i) 03/31/2022 31.5K $955,257.98 0.08%
LifeGoal Wealth Builder ETF (i) 02/28/2022 2.6K $78,870.89 0.01%
LifeGoal Home Down Payment Investment ETF (i) 02/28/2022 1.9K $59,100.02 0.01%
Mutual Fund & Var Ins Tr-Rational Inflation Growth Fund (i) 12/31/2021 1.7K $53,026.02 0.00%
Investment Managers Ser Tr II-AXS Astoria Inflation Sensitive ETF (i) 12/31/2021 1.5K $45,069.08 0.00%
LifeGoal General Conservative Investment ETF (i) 02/28/2022 1.3K $38,995.08 0.00%
(i) Institutional Funds
Ownership data provided by Vickers Stock Research Corporation, a subsidiary of the Argus Research Group, Inc. All rights reserved.
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