Ticker: CVRT CUSIP: 12811T308 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Grantvest Financial Group LLC | 7,283 | $278 |
| Aurora Private Wealth, Inc. | 5,254 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| TRUIST FINANCIAL CORP | 14,170 | 44,807 | +30,637 (+216.2%) |
| JANE STREET GROUP, LLC | 15,667 | 66,358 | +50,691 (+323.6%) |
| ENVESTNET ASSET MANAGEMENT INC | 6,846 | 7,353 | +507 (+7.4%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Elequin Capital, LP | 2,657 | 1,497 | -1,160 (-43.7%) |
| OSAIC HOLDINGS, INC. | 21,874 | 21,270 | -604 (-2.8%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Ameritas Advisory Services, LLC | 4,817 | $175 |
| OneDigital Investment Advisors LLC | 8,209 | $298 |
| AdvisorNet Financial, Inc | 1,270 | $46 |
| Advisory Services Network, LLC | 500 | $18 |
| UBS Group AG | 25 | $1 |