Ticker: RFDA CUSIP: 00162Q528 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Bison Wealth, LLC | 28,602 | $1,758 |
| CITADEL ADVISORS LLC | 9,313 | $594 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Prospera Financial Services Inc | 232,266 | 242,818 | +10,552 (+4.5%) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3,864 | 6,242 | +2,378 (+61.5%) |
| RAYMOND JAMES FINANCIAL INC | 65,286 | 66,795 | +1,509 (+2.3%) |
| UBS Group AG | 911 | 1,092 | +181 (+19.9%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| RETIREMENT PLANNING GROUP, LLC / NY | 65,840 | 64,467 | -1,373 (-2.1%) |
| Elevated Capital Advisors, LLC | 6,765 | 6,223 | -542 (-8.0%) |
| Koshinski Asset Management, Inc. | 36,954 | 36,121 | -833 (-2.3%) |
| ALPS ADVISORS INC | 227,632 | 222,232 | -5,400 (-2.4%) |
| TRUIST FINANCIAL CORP | 174,651 | 168,070 | -6,581 (-3.8%) |
| ENVESTNET ASSET MANAGEMENT INC | 184,890 | 178,584 | -6,306 (-3.4%) |
| TWO SIGMA INVESTMENTS, LP | 5,680 | 4,480 | -1,200 (-21.1%) |
| Kestra Advisory Services, LLC | 5,127 | 4,905 | -222 (-4.3%) |
| NewEdge Advisors, LLC | 1,040 | 836 | -204 (-19.6%) |
| MORGAN STANLEY | 186 | 86 | -100 (-53.8%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| WELLS FARGO & COMPANY/MN | 1 | $0 |