Ticker: IDVO CUSIP: 032108722 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Sequoia Financial Advisors, LLC | 519,177 | $19,910 |
| Carr Financial Group Corp | 9,508 | $365 |
| Sage Capital Management, LLC | 5,900 | $226 |
| Proficio Capital Partners LLC | 28,160 | $1,080 |
| Institute for Wealth Management, LLC. | 11,049 | $424 |
| Savvy Advisors, Inc. | 16,628 | $638 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 110,547 | $4,239 |
| OPTIMA CAPITAL LLC | 773 | $30 |
| UMB Bank, n.a. | 10,800 | $414 |
| AlphaCore Capital LLC | 5,650 | $217 |
| Arkadios Wealth Advisors | 5,961 | $229 |
| Triumph Capital Management | 503 | $19 |
| JPMORGAN CHASE & CO | 279 | $11 |
| AE Wealth Management LLC | 180 | $7 |
| ASSETMARK, INC | 52 | $2 |
| CWM, LLC | 800 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| CAP Partners, LLC | 37,627 | 44,560 | +6,933 (+18.4%) |
| Elmwood Wealth Management, Inc. | 167,671 | 169,383 | +1,712 (+1.0%) |
| Reyes Financial Architecture, Inc. | 29,838 | 35,606 | +5,768 (+19.3%) |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 91,490 | 92,804 | +1,314 (+1.4%) |
| Principle Wealth Partners LLC | 43,856 | 123,149 | +79,293 (+180.8%) |
| Pasadena Private Wealth, LLC | 24,563 | 32,216 | +7,653 (+31.2%) |
| WEST MICHIGAN ADVISORS, LLC | 20,578 | 23,433 | +2,855 (+13.9%) |
| Visionary Wealth Advisors | 65,436 | 73,037 | +7,601 (+11.6%) |
| SeaCrest Wealth Management, LLC | 11,140 | 14,336 | +3,196 (+28.7%) |
| OSAIC HOLDINGS, INC. | 242,109 | 343,327 | +101,218 (+41.8%) |
| Steward Partners Investment Advisory, LLC | 76,807 | 112,124 | +35,317 (+46.0%) |
| RAYMOND JAMES FINANCIAL INC | 1,095,430 | 1,356,759 | +261,329 (+23.9%) |
| Consolidated Planning Corp | 5,527 | 8,201 | +2,674 (+48.4%) |
| Embree Financial Group | 9,458 | 11,447 | +1,989 (+21.0%) |
| LPL Financial LLC | 351,979 | 457,106 | +105,127 (+29.9%) |
| Snowden Capital Advisors LLC | 13,408 | 18,617 | +5,209 (+38.8%) |
| STIFEL FINANCIAL CORP | 251,021 | 274,344 | +23,323 (+9.3%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 39,852 | 63,637 | +23,785 (+59.7%) |
| Janney Montgomery Scott LLC | 691,125 | 772,182 | +81,057 (+11.7%) |
| ENVESTNET ASSET MANAGEMENT INC | 115,780 | 120,901 | +5,121 (+4.4%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| EverSource Wealth Advisors, LLC | 54,893 | 41,209 | -13,684 (-24.9%) |
| Capital Investment Advisory Services, LLC | 46,088 | 43,463 | -2,625 (-5.7%) |
| Tidemark, LLC | 7,615 | 6,786 | -829 (-10.9%) |
| JANE STREET GROUP, LLC | 90,336 | 46,843 | -43,493 (-48.1%) |
| UBS Group AG | 301,039 | 289,655 | -11,384 (-3.8%) |
| Goldstone Financial Group, LLC | 22,211 | 21,715 | -496 (-2.2%) |
| Aptus Capital Advisors, LLC | 3,765 | 2,075 | -1,690 (-44.9%) |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 52,957 | 51,469 | -1,488 (-2.8%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Hilltop Holdings Inc. | 17,997 | $671 |
| Ameritas Advisory Services, LLC | 231 | $9 |
| SIMPLEX TRADING, LLC | 271 | $0 |