Ticker: SDSI CUSIP: 025072257 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Investment Advisory Group, LLC | 16,500 | $851 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 11,330 | $584 |
| RAYMOND JAMES FINANCIAL INC | 49,072 | $2,531 |
| Steward Partners Investment Advisory, LLC | 2,464 | $127 |
| MORGAN STANLEY | 586 | $30 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Round Rock Advisors, LLC | 167,279 | 237,893 | +70,614 (+42.2%) |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 39,910 | 82,967 | +43,057 (+107.9%) |
| Nova Wealth Management, Inc. | 3,440 | 13,953 | +10,513 (+305.6%) |
| Core Wealth Advisors, Inc. | 5,246 | 11,653 | +6,407 (+122.1%) |
| AMERICAN CENTURY COMPANIES INC | 940,051 | 1,368,323 | +428,272 (+45.6%) |
| IFP Advisors, Inc | 28,202 | 43,951 | +15,749 (+55.8%) |
| Weaver Consulting Group | 7,316 | 8,316 | +1,000 (+13.7%) |
| HighTower Advisors, LLC | 128,293 | 151,391 | +23,098 (+18.0%) |
| JANE STREET GROUP, LLC | 25,507 | 42,507 | +17,000 (+66.6%) |
| ENVESTNET ASSET MANAGEMENT INC | 79,017 | 92,256 | +13,239 (+16.8%) |
| Rockefeller Capital Management L.P. | 15,760 | 19,283 | +3,523 (+22.4%) |
| Kestra Advisory Services, LLC | 12,934 | 13,908 | +974 (+7.5%) |
| JNBA Financial Advisors | 103 | 105 | +2 (+1.9%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Joseph P. Lucia & Associates, LLC | 26,674 | 26,085 | -589 (-2.2%) |
| Summit Financial, LLC | 15,413 | 11,086 | -4,327 (-28.1%) |
| OSAIC HOLDINGS, INC. | 38,285 | 34,681 | -3,604 (-9.4%) |
| U.S. Capital Wealth Advisors, LLC | 5,832 | 5,692 | -140 (-2.4%) |
| Cambridge Investment Research Advisors, Inc. | 21,062 | 15,507 | -5,555 (-26.4%) |