Ticker: NVBT CUSIP: 00888H851 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Nvest Financial, LLC | 9,037 | $333 |
| Accurate Wealth Management, LLC | 9,002 | $335 |
| Concurrent Investment Advisors, LLC | 14,752 | $544 |
| Lido Advisors, LLC | 26,915 | $992 |
| Allianz SE | 5,000 | $184 |
| Sanctuary Advisors, LLC | 8,895 | $328 |
| CITADEL ADVISORS LLC | 21,315 | $785 |
| ENVESTNET ASSET MANAGEMENT INC | 5,754 | $212 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Grantvest Financial Group LLC | 14,397 | 19,720 | +5,323 (+37.0%) |
| HARBOUR INVESTMENTS, INC. | 4,111 | 19,313 | +15,202 (+369.8%) |
| LPL Financial LLC | 20,396 | 91,629 | +71,233 (+349.2%) |
| RAYMOND JAMES FINANCIAL INC | 27,506 | 68,426 | +40,920 (+148.8%) |
| OSAIC HOLDINGS, INC. | 50,774 | 73,761 | +22,987 (+45.3%) |
| Cetera Investment Advisers | 19,394 | 39,208 | +19,814 (+102.2%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 45,064 | 63,784 | +18,720 (+41.5%) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 29,274 | 32,513 | +3,239 (+11.1%) |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 4,720 | 4,806 | +86 (+1.8%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Kestra Advisory Services, LLC | 49,830 | 11,212 | -38,618 (-77.5%) |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 277 | 268 | -9 (-3.2%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| OLD MISSION CAPITAL LLC | 47,928 | $1,732 |
| UBS Group AG | 2,823 | $102 |
| HRT FINANCIAL LP | 32,895 | $1 |