Ticker: ATFV CUSIP: 015564206 Class: 35 ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| VISTA INVESTMENT PARTNERS II, LLC | 96,369 | $3,360 |
| Onyx Bridge Wealth Group LLC | 9,439 | $329 |
| Foundations Investment Advisors, LLC | 8,900 | $310 |
| Global Retirement Partners, LLC | 5,223 | $182 |
| Cambridge Investment Research Advisors, Inc. | 79,227 | $3 |
| AdvisorNet Financial, Inc | 490 | $17 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| MCIA Inc | 843,657 | 1,058,318 | +214,661 (+25.4%) |
| Worth Asset Management, LLC | 5,902 | 8,999 | +3,097 (+52.5%) |
| Castle Rock Wealth Management, LLC | 36,851 | 39,811 | +2,960 (+8.0%) |
| Integrated Wealth Concepts LLC | 7,023 | 33,232 | +26,209 (+373.2%) |
| CHILTON INVESTMENT CO INC. | 82,661 | 93,407 | +10,746 (+13.0%) |
| HARBOUR INVESTMENTS, INC. | 240 | 8,541 | +8,301 (+3458.8%) |
| Avior Wealth Management, LLC | 11,820 | 17,108 | +5,288 (+44.7%) |
| LPL Financial LLC | 133,168 | 210,981 | +77,813 (+58.4%) |
| Mariner, LLC | 92,712 | 97,876 | +5,164 (+5.6%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 9,409 | 13,774 | +4,365 (+46.4%) |
| DAVENPORT & Co LLC | 24,207 | 25,485 | +1,278 (+5.3%) |
| NewEdge Advisors, LLC | 16,913 | 18,257 | +1,344 (+7.9%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Beverly Hills Private Wealth, LLC | 9,075 | 8,390 | -685 (-7.5%) |
| CWM, LLC | 562 | 353 | -209 (-37.2%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Equitable Holdings, Inc. | 17,855 | $634 |
| CITADEL ADVISORS LLC | 6,393 | $227 |
| UBS Group AG | 2,537 | $90 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2,341 | $83 |