Ticker: MID CUSIP: 025072760 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Select Equity Group, L.P. | 96,535 | $6,290 |
| BANK OF AMERICA CORP /DE/ | 33,017 | $2,151 |
| Kestra Advisory Services, LLC | 427 | $28 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Impact Investors, Inc | 41,431 | 43,583 | +2,152 (+5.2%) |
| ENVESTNET ASSET MANAGEMENT INC | 792,237 | 812,988 | +20,751 (+2.6%) |
| MML INVESTORS SERVICES, LLC | 43,152 | 47,375 | +4,223 (+9.8%) |
| OSAIC HOLDINGS, INC. | 775 | 4,195 | +3,420 (+441.3%) |
| Brinker Capital Investments, LLC | 10,234 | 11,129 | +895 (+8.7%) |
| LPL Financial LLC | 15,502 | 15,822 | +320 (+2.1%) |
| WealthShield Partners, LLC | 215 | 223 | +8 (+3.7%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Sunpointe, LLC | 73,310 | 71,760 | -1,550 (-2.1%) |
| HARBOUR INVESTMENTS, INC. | 787 | 722 | -65 (-8.3%) |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 300 | 285 | -15 (-5.0%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| CITADEL ADVISORS LLC | 3,479 | $231 |
| JPMORGAN CHASE & CO | 67 | $4 |