Ticker: BRTR CUSIP: 092528876 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Centerline Wealth Advisors, LLC | 281,455 | $14,291 |
| SAGESPRING WEALTH PARTNERS, LLC | 2,352,265 | $119,436 |
| UNIQUE WEALTH, LLC | 190,591 | $9,677 |
| Dynasty Wealth Management, LLC | 1,178,554 | $59,841 |
| Cyndeo Wealth Partners, LLC | 133,293 | $6,768 |
| Oregon Pacific Wealth Management, LLC | 7,501 | $381 |
| Fairvoy Private Wealth, LLC | 25,567 | $1,298 |
| Ethos Financial Group, LLC | 45,571 | $2,314 |
| Wealth Alliance | 33,116 | $1,681 |
| Arkadios Wealth Advisors | 80,917 | $4,109 |
| AMERIFLEX GROUP, INC. | 1,004 | $51 |
| Quotient Wealth Partners, LLC | 9,206 | $467 |
| Quadrature Capital Ltd | 8,859 | $450 |
| Concurrent Investment Advisors, LLC | 4,276 | $217 |
| Cetera Investment Advisers | 8,413 | $427 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| May Hill Capital, LLC | 86,177 | 221,930 | +135,753 (+157.5%) |
| WETZEL INVESTMENT ADVISORS, INC. | 202,412 | 210,290 | +7,878 (+3.9%) |
| Forthright Family Wealth Advisory LLC | 251,009 | 255,689 | +4,680 (+1.9%) |
| RFG - Bristol Wealth Advisors, LLC | 189,199 | 196,589 | +7,390 (+3.9%) |
| SWP FINANCIAL LLC | 100,379 | 102,734 | +2,355 (+2.3%) |
| Lionsbridge Wealth Management LLC | 34,784 | 36,334 | +1,550 (+4.5%) |
| CFS Investment Advisory Services, LLC | 274,155 | 280,406 | +6,251 (+2.3%) |
| PFG Advisors | 7,303 | 36,622 | +29,319 (+401.5%) |
| Vise Technologies, Inc. | 111,827 | 144,152 | +32,325 (+28.9%) |
| SIGNET FINANCIAL MANAGEMENT, LLC | 33,158 | 37,637 | +4,479 (+13.5%) |
| JPMORGAN CHASE & CO | 214,661 | 3,232,880 | +3,018,219 (+1406.0%) |
| GREATMARK INVESTMENT PARTNERS, INC. | 4,040 | 6,865 | +2,825 (+69.9%) |
| NewEdge Advisors, LLC | 112,933 | 144,780 | +31,847 (+28.2%) |
| Breakwater Capital Group | 30,166 | 31,302 | +1,136 (+3.8%) |
| EQ LLC | 15,786 | 16,183 | +397 (+2.5%) |
| BANK OF AMERICA CORP /DE/ | 525,121 | 655,238 | +130,117 (+24.8%) |
| RAYMOND JAMES FINANCIAL INC | 131,584 | 165,390 | +33,806 (+25.7%) |
| JONES FINANCIAL COMPANIES LLLP | 59,024 | 77,264 | +18,240 (+30.9%) |
| Farther Finance Advisors, LLC | 42 | 2,775 | +2,733 (+6507.1%) |
| Integrated Wealth Concepts LLC | 62,358 | 64,237 | +1,879 (+3.0%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Weil Company, Inc. | 656,599 | 634,357 | -22,242 (-3.4%) |
| Spectrum Planning & Advisory Services Inc. | 107,286 | 98,942 | -8,344 (-7.8%) |
| Taylor & Morgan Wealth Management, LLC | 44,938 | 44,320 | -618 (-1.4%) |
| FLOW TRADERS U.S. LLC | 54,422 | 19,347 | -35,075 (-64.5%) |
| McKinley Carter Wealth Services, Inc. | 43,124 | 40,367 | -2,757 (-6.4%) |
| GOLDMAN SACHS GROUP INC | 133,345 | 23,969 | -109,376 (-82.0%) |
| MML INVESTORS SERVICES, LLC | 6,522 | 4,910 | -1,612 (-24.7%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| JANE STREET GROUP, LLC | 88,087 | $4,491 |
| BlackRock, Inc. | 110,000 | $5,609 |
| CAPTRUST FINANCIAL ADVISORS | 9,794 | $499 |
| UBS Group AG | 1,608 | $82 |
| Ameritas Advisory Services, LLC | 500 | $25 |