The Acquirers Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| TREK FINANCIAL, LLC | 08/13/2026 | 108.82 K | $4.26 M | 3.37% | 13.81% |
| SRH ADVISORS, LLC | 07/24/2026 | 18.19 K | $711.24 K | 0.00% | 2.31% |
| CIBC WORLD MARKET INC. | 08/13/2026 | 16.87 K | $659.81 K | -13.55% | 2.14% |
| CITADEL ADVISORS LLC | 09/02/2026 | 9.97 K | $390.02 K | 10.30% | 1.27% |
| MONEY CONCEPTS CAPITAL CORP | 08/04/2026 | 7.49 K | $293.06 K | -6.73% | 0.95% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 08/13/2026 | 4.16 K | $162.66 K | 100.00% | 0.53% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/12/2026 | 1.60 K | $62.62 K | 0.00% | 0.20% |
| ALLWORTH FINANCIAL LP | 08/11/2026 | 1.29 K | $50.45 K | 0.00% | 0.16% |
| MORGAN STANLEY | 08/13/2026 | 439 | $17.20 K | 0.00% | 0.06% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 07/28/2026 | 397 | $15.54 K | 0.00% | 0.05% |
| UBS GROUP AG | 08/13/2026 | 223 | $8.72 K | 104.59% | 0.03% |
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The Acquirers Fund institutional Ownership - FAQ's
During the previous two years, 10 institutional investors and hedge funds held shares of The Acquirers Fund. The most heavily invested institutionals were:
Trek Financial, LLC: 109,925
CREATIVE FINANCIAL DESIGNS INC /ADV: 99
CIBC WORLD MARKET INC.: 16,870
CITADEL ADVISORS LLC: 9,972
MONEY CONCEPTS CAPITAL CORP: 7,493
O'SHAUGHNESSY ASSET MANAGEMENT, LLC: 4,159
21.50% of The Acquirers Fund stock is owned by institutional investors.
Institutional investors have bought a total of 152.07 K shares in the last 24 months. This purchase volume represents approximately $5.82 M in transactions.