Ticker: XTWO CUSIP: 09789C853 Class: BLOOMBERG TWO YR
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Global Assets Advisory, LLC | 5,881 | $291 |
| ZEGA Investments, LLC | 11,428 | $565 |
| Allen Capital Group, LLC | 4,626 | $229 |
| StoneX Group Inc. | 6,855 | $339 |
| Thrivent Financial for Lutherans | 245,511 | $12 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 20,980 | $1,038 |
| GOLDMAN SACHS GROUP INC | 13,570 | $671 |
| LPL Financial LLC | 4,731 | $234 |
| FLOW TRADERS U.S. LLC | 4,682 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| STAR Financial Bank | 183,512 | 209,690 | +26,178 (+14.3%) |
| Legacy CG, LLC | 187,188 | 219,701 | +32,513 (+17.4%) |
| Nemes Rush Group LLC | 183,979 | 236,718 | +52,739 (+28.7%) |
| Tandem Investment Partners LLC | 4,905 | 6,300 | +1,395 (+28.4%) |
| Vermillion & White Wealth Management Group, LLC | 8,049 | 9,312 | +1,263 (+15.7%) |
| Coppell Advisory Solutions LLC | 24,967 | 27,005 | +2,038 (+8.2%) |
| Astoria Portfolio Advisors LLC. | 12,262 | 13,136 | +874 (+7.1%) |
| Lido Advisors, LLC | 60,468 | 71,761 | +11,293 (+18.7%) |
| BANK OF AMERICA CORP /DE/ | 57,536 | 68,281 | +10,745 (+18.7%) |
| Focus Partners Wealth | 306,032 | 309,663 | +3,631 (+1.2%) |
| UBS Group AG | 32 | 1,062 | +1,030 (+3218.8%) |
| Brinker Capital Investments, LLC | 46,731 | 47,410 | +679 (+1.5%) |
| Global Retirement Partners, LLC | 1,934 | 2,466 | +532 (+27.5%) |
| Janney Montgomery Scott LLC | 8,448 | 10,977 | +2,529 (+29.9%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Cetera Investment Advisers | 112,954 | 15,754 | -97,200 (-86.1%) |
| Amplius Wealth Advisors, LLC | 61,303 | 59,980 | -1,323 (-2.2%) |
| World Investment Advisors | 10,570 | 5,152 | -5,418 (-51.3%) |
| MORGAN STANLEY | 70,514 | 38,531 | -31,983 (-45.4%) |
| ENVESTNET ASSET MANAGEMENT INC | 17,831 | 6,326 | -11,505 (-64.5%) |
| Mutual Advisors, LLC | 24,890 | 23,061 | -1,829 (-7.3%) |
| CITADEL ADVISORS LLC | 19,475 | 12,602 | -6,873 (-35.3%) |
| TRUIST FINANCIAL CORP | 8,622 | 5,364 | -3,258 (-37.8%) |
| Sigma Planning Corp | 5,267 | 4,311 | -956 (-18.2%) |
| JANE STREET GROUP, LLC | 14,333 | 13,264 | -1,069 (-7.5%) |
| ROYAL BANK OF CANADA | 2,100 | 1,300 | -800 (-38.1%) |
| AE Wealth Management LLC | 20 | 18 | -2 (-10.0%) |
| CWM, LLC | 9,405 | 8,715 | -690 (-7.3%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Holcombe Financial, Inc. | 6,540 | $324 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 5,085 | $252 |
| Kovitz Investment Group Partners, LLC | 5,000 | $248 |
| Tower Research Capital LLC (TRC) | 945 | $47 |