Ticker: ASCE CUSIP: 01989A704 Class: SMID CORE ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| VestGen Advisors, LLC | 444,171 | $11,917 |
| Meridian Wealth Management, LLC | 18,837 | $505 |
| GTS SECURITIES LLC | 13,302 | $357 |
| Kestra Advisory Services, LLC | 4,181 | $112 |
| Steward Partners Investment Advisory, LLC | 38 | $1 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Embree Financial Group | 11,135 | 43,292 | +32,157 (+288.8%) |
| QTR Family Wealth, LLC | 22,359 | 24,485 | +2,126 (+9.5%) |
| Kingsview Wealth Management, LLC | 246,010 | 264,453 | +18,443 (+7.5%) |
| &PARTNERS | 198,946 | 226,955 | +28,009 (+14.1%) |
| Snowden Capital Advisors LLC | 183,951 | 190,888 | +6,937 (+3.8%) |
| ENVESTNET ASSET MANAGEMENT INC | 303,195 | 336,928 | +33,733 (+11.1%) |
| FIFTH THIRD BANCORP | 28 | 205 | +177 (+632.1%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Allspring Global Investments Holdings, LLC | 101,100 | $2,667 |