Ticker: BAI CUSIP: 09290C780 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Centerline Wealth Advisors, LLC | 415,575 | $13,839 |
| Greater Midwest Financial Group, LLC | 250,397 | $8,338 |
| Dynasty Wealth Management, LLC | 11,940,004 | $397,602 |
| SAGESPRING WEALTH PARTNERS, LLC | 4,670,219 | $155,518 |
| MA Private Wealth | 450,128 | $14,989 |
| PATTON ALBERTSON MILLER GROUP, LLC | 503,874 | $16,779 |
| UNIQUE WEALTH, LLC | 378,295 | $12,597 |
| Beacon Bridge Wealth Partners, LLC | 143,582 | $4,781 |
| Blue Edge Capital, LLC | 311,086 | $10,359 |
| Destination Wealth Management | 1,401,203 | $46,660 |
| KM Capital Management Ltd. | 68,681 | $2,287 |
| Stokes Family Office, LLC | 332,388 | $11,069 |
| Quotient Wealth Partners, LLC | 982,631 | $32,722 |
| Archer Investment Management, LLC | 51,788 | $1,725 |
| Strategic Financial Concepts, LLC | 41,874 | $1,394 |
| Ridgeline Wealth Planning, LLC | 35,139 | $1,170 |
| Saxony Capital Management, LLC | 34,689 | $1,155 |
| Intelligence Driven Advisers, LLC | 140,218 | $4,669 |
| Wealth Quarterback LLC | 51,347 | $1,710 |
| LEIGH BALDWIN & CO., LLC | 29,929 | $997 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| SOFI WEALTH, LLC | 1,764,821 | 2,461,727 | +696,906 (+39.5%) |
| Avid Wealth Partners LLC | 126,347 | 195,817 | +69,470 (+55.0%) |
| Keystone Financial Services | 117,948 | 254,491 | +136,543 (+115.8%) |
| A4 Wealth Advisors LLC | 45,377 | 82,580 | +37,203 (+82.0%) |
| EQ LLC | 282,773 | 359,082 | +76,309 (+27.0%) |
| Cardinal Strategic Wealth Guidance | 106,727 | 243,062 | +136,335 (+127.7%) |
| Kilter Group LLC | 219,950 | 249,411 | +29,461 (+13.4%) |
| Midwest Capital Advisors, LLC | 245,065 | 269,016 | +23,951 (+9.8%) |
| West Wealth Group, LLC | 422,753 | 468,407 | +45,654 (+10.8%) |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | 184,991 | 222,402 | +37,411 (+20.2%) |
| JB Capital LLC | 1,903,468 | 2,081,379 | +177,911 (+9.3%) |
| High Falls Advisors, Inc | 338,461 | 386,610 | +48,149 (+14.2%) |
| TSFG, LLC | 243,150 | 410,352 | +167,202 (+68.8%) |
| BUSH INVESTMENT GROUP, LLC | 234,906 | 243,329 | +8,423 (+3.6%) |
| Apeiron RIA LLC | 148,374 | 235,367 | +86,993 (+58.6%) |
| Merkkuri Wealth Advisors LLC | 35,670 | 67,208 | +31,538 (+88.4%) |
| KWB Wealth | 203,987 | 422,954 | +218,967 (+107.3%) |
| Kelly Financial Services LLC | 298,746 | 323,351 | +24,605 (+8.2%) |
| Scarborough Advisors, LLC | 488,258 | 510,319 | +22,061 (+4.5%) |
| Imprint Wealth LLC | 8,661 | 11,789 | +3,128 (+36.1%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Buttonwood Financial Group, LLC | 439,254 | 286,881 | -152,373 (-34.7%) |
| ShoreHaven Wealth Partners, LLC | 216,125 | 189,893 | -26,232 (-12.1%) |
| Integras Partners LLC | 148,511 | 144,113 | -4,398 (-3.0%) |
| Northwest Capital Management Inc | 13,190 | 5,400 | -7,790 (-59.1%) |
| Parcion Private Wealth LLC | 1,055,332 | 1,034,774 | -20,558 (-1.9%) |
| FLP Wealth Management, LLC | 6,021 | 3,330 | -2,691 (-44.7%) |
| Maia Wealth LLC | 137,406 | 121,499 | -15,907 (-11.6%) |
| VestGen Advisors, LLC | 225,019 | 111,399 | -113,620 (-50.5%) |
| Invst, LLC | 220,151 | 208,325 | -11,826 (-5.4%) |
| GeoWealth Management, LLC | 51,996 | 14,058 | -37,938 (-73.0%) |
| WORLD EQUITY GROUP, INC. | 21,668 | 16,220 | -5,448 (-25.1%) |
| Freedom Investment Management, Inc. | 15,407 | 11,098 | -4,309 (-28.0%) |
| SteelPeak Wealth, LLC | 451,033 | 438,293 | -12,740 (-2.8%) |
| NWAM LLC | 27,390 | 10,464 | -16,926 (-61.8%) |
| VestGen Investment Management | 13,041 | 12,319 | -722 (-5.5%) |
| Hutchens & Kramer Investment Management Group, LLC | 15,248 | 14,295 | -953 (-6.3%) |
| Empirical Asset Management, LLC | 7,495 | 6,332 | -1,163 (-15.5%) |
| DSG Capital Advisors, LLC | 8,505 | 6,753 | -1,752 (-20.6%) |
| TRANSCEND CAPITAL ADVISORS, LLC | 23,058 | 20,265 | -2,793 (-12.1%) |
| Avidian Wealth Solutions, LLC | 65,529 | 61,311 | -4,218 (-6.4%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| LGT Financial Advisors LLC | 7,070 | $242 |
| SSI INVESTMENT MANAGEMENT LLC | 79,523 | $2,717 |
| Mach-1 Financial Group, LLC | 17,021 | $581 |
| FLOW TRADERS U.S. LLC | 74,519 | $3 |
| D. E. Shaw & Co., Inc. | 21,584 | $737 |
| JONES FINANCIAL COMPANIES LLLP | 2,482 | $84 |
| Qube Research & Technologies Ltd | 1,424 | $49 |
| PNC Financial Services Group, Inc. | 510 | $17 |
| Wealthspire Advisors, LLC | 285 | $10 |
| CITIGROUP INC | 275 | $9 |
| HHM Wealth Advisors, LLC | 155 | $5 |
| Investors Research Corp | 131 | $4 |
| Wealth Watch Advisors, INC | 67 | $2 |
| Park Place Capital Corp | 49 | $2 |
| HRT FINANCIAL LP | 10,348 | $0 |