Ticker: APLU CUSIP: 01989A209 Class: CORE PLUS ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Steward Partners Investment Advisory, LLC | 1,817,616 | $45,386 |
| AXXCESS WEALTH MANAGEMENT, LLC | 379,394 | $9,473 |
| Brady Martz Wealth Solutions, LLC | 29,144 | $728 |
| Cerity Partners LLC | 145,940 | $3,644 |
| Summit Financial, LLC | 8,102 | $202 |
| CITADEL ADVISORS LLC | 37,533 | $937 |
| JONES FINANCIAL COMPANIES LLLP | 400 | $10 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Edge Financial Advisors LLC | 46,174 | 83,691 | +37,517 (+81.3%) |
| Accurate Wealth Management, LLC | 8,993 | 25,072 | +16,079 (+178.8%) |
| RAYMOND JAMES FINANCIAL INC | 119,281 | 1,191,467 | +1,072,186 (+898.9%) |
| STIFEL FINANCIAL CORP | 193,955 | 212,619 | +18,664 (+9.6%) |
| JANE STREET GROUP, LLC | 19,046 | 30,010 | +10,964 (+57.6%) |
| Integrated Wealth Concepts LLC | 65,139 | 69,167 | +4,028 (+6.2%) |
| Parallel Advisors, LLC | 2,139 | 2,868 | +729 (+34.1%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Beaumont Financial Advisors, LLC | 957,046 | 931,128 | -25,918 (-2.7%) |
| BEAM WEALTH ADVISORS, INC. | 61,334 | 40,084 | -21,250 (-34.6%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| GOLDMAN SACHS GROUP INC | 23,938 | $603 |