Ticker: XEMD CUSIP: 09789C879 Class: JP MORGAN USD EM
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| POTOMAC FUND MANAGEMENT INC /ADV | 564,718 | $25,175 |
| INVESTED ADVISORS | 5,155 | $230 |
| RICHARDSON FINANCIAL SERVICES INC. | 7,445 | $332 |
| ASSETMARK, INC | 438,534 | $19,550 |
| Cetera Investment Advisers | 168,515 | $7,512 |
| Ameritas Advisory Services, LLC | 5,906 | $263 |
| Capital Investment Advisory Services, LLC | 1,237 | $55 |
| RAYMOND JAMES FINANCIAL INC | 14,034 | $626 |
| MML INVESTORS SERVICES, LLC | 5,602 | $250 |
| Kestra Advisory Services, LLC | 748 | $33 |
| Cape Investment Advisory, Inc. | 46 | $2 |
| Cambridge Investment Research Advisors, Inc. | 16,147 | $1 |
| Global Retirement Partners, LLC | 61 | $3 |
| CoreCap Advisors, LLC | 18 | $1 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 3,920,200 | 7,913,789 | +3,993,589 (+101.9%) |
| DORVAL Corp | 124,210 | 191,975 | +67,765 (+54.6%) |
| Independent Wealth Network Inc. | 10,182 | 30,242 | +20,060 (+197.0%) |
| Strait & Sound Wealth Management LLC | 57,795 | 61,647 | +3,852 (+6.7%) |
| Sound Income Strategies, LLC | 282,755 | 316,613 | +33,858 (+12.0%) |
| Encompass More Asset Management | 88,965 | 90,356 | +1,391 (+1.6%) |
| ENVESTNET ASSET MANAGEMENT INC | 24,996 | 245,225 | +220,229 (+881.1%) |
| BANK OF AMERICA CORP /DE/ | 49,550 | 254,720 | +205,170 (+414.1%) |
| Brinker Capital Investments, LLC | 55,042 | 62,701 | +7,659 (+13.9%) |
| Foundations Investment Advisors, LLC | 9,028 | 12,399 | +3,371 (+37.3%) |
| Focus Partners Wealth | 50,496 | 58,644 | +8,148 (+16.1%) |
| CGN Advisors LLC | 14,618 | 15,243 | +625 (+4.3%) |
| OSAIC HOLDINGS, INC. | 8,759 | 10,204 | +1,445 (+16.5%) |
| MORGAN STANLEY | 4,108 | 4,573 | +465 (+11.3%) |
| TRUIST FINANCIAL CORP | 24,996 | 25,400 | +404 (+1.6%) |
| UBS Group AG | 330 | 493 | +163 (+49.4%) |
| FMR LLC | 48 | 76 | +28 (+58.3%) |
| CWM, LLC | 240 | 830 | +590 (+245.8%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Camarda Financial Advisors, LLC | 28,377 | 27,926 | -451 (-1.6%) |
| Farther Finance Advisors, LLC | 630 | 331 | -299 (-47.5%) |
| CITADEL ADVISORS LLC | 8,517 | 8,237 | -280 (-3.3%) |
| AE Wealth Management LLC | 121 | 111 | -10 (-8.3%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| OLD MISSION CAPITAL LLC | 52,806 | $2,309 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 39,558 | $1,729 |
| JANE STREET GROUP, LLC | 23,419 | $1,024 |