Ticker: REIT CUSIP: 00162Q445 Class: ACTIVE REIT ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Park Edge Advisors, LLC | 7,668 | $201 |
| TWO SIGMA INVESTMENTS, LP | 9,600 | $252 |
| Kestra Advisory Services, LLC | 1,434 | $38 |
| Clearstead Advisors, LLC | 185 | $5 |
| OSAIC HOLDINGS, INC. | 11 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Ellsworth Advisors, LLC | 138,735 | 145,061 | +6,326 (+4.6%) |
| Arete Wealth Advisors, LLC | 44,394 | 47,671 | +3,277 (+7.4%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| GTS SECURITIES LLC | 18,487 | 10,296 | -8,191 (-44.3%) |
| &PARTNERS | 54,863 | 26,652 | -28,211 (-51.4%) |
| Summit Financial, LLC | 13,320 | 10,481 | -2,839 (-21.3%) |
| NATIONAL BANK OF CANADA /FI/ | 3,754 | 3,222 | -532 (-14.2%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Advisor OS, LLC | 12,193 | $327 |
| Main Street Group, LTD | 2,390 | $64 |
| UBS Group AG | 2,624 | $70 |
| Farther Finance Advisors, LLC | 1,354 | $36 |
| PRINCIPAL SECURITIES, INC. | 748 | $20 |
| Manchester Capital Management LLC | 6 | $0 |
| AE Wealth Management LLC | 3 | $0 |
| MORGAN STANLEY | 1 | $0 |