Ticker: CGHY CUSIP: 14020Y870 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Gutierrez Wealth Advisory, LLC | 15,113 | $383 |
| Ausdal Financial Partners, Inc. | 22,698 | $576 |
| Dynamic Advisor Solutions LLC | 26,979 | $684 |
| Diversify Advisory Services, LLC | 9,560 | $244 |
| ENVESTNET ASSET MANAGEMENT INC | 10,339 | $262 |
| Kestra Advisory Services, LLC | 2,403 | $61 |
| UBS Group AG | 358 | $9 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| IFP Advisors, Inc | 673 | 4,219 | +3,546 (+526.9%) |
| OSAIC HOLDINGS, INC. | 1,835 | 13,581 | +11,746 (+640.1%) |
| AdvisorNet Financial, Inc | 720 | 732 | +12 (+1.7%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Capital International Investors | 1,920,000 | 1,675,000 | -245,000 (-12.8%) |
| JANE STREET GROUP, LLC | 30,800 | 9,606 | -21,194 (-68.8%) |