Ticker: SPDV CUSIP: 26922A594 Class: AAM S&P 500
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Western Wealth Management, LLC | 80,879 | $2,802 |
| Laird Norton Wetherby Trust Company, LLC | 10,000 | $348 |
| Private Advisor Group, LLC | 10,607 | $368 |
| CITADEL ADVISORS LLC | 17,260 | $598 |
| Kestra Advisory Services, LLC | 5,343 | $185 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| OSAIC HOLDINGS, INC. | 297,186 | 349,972 | +52,786 (+17.8%) |
| Aviance Capital Partners, LLC | 31,661 | 32,878 | +1,217 (+3.8%) |
| Pine Valley Investments Ltd Liability Co | 56,928 | 58,660 | +1,732 (+3.0%) |
| LPL Financial LLC | 161,382 | 169,104 | +7,722 (+4.8%) |
| STIFEL FINANCIAL CORP | 19,350 | 25,752 | +6,402 (+33.1%) |
| Strait & Sound Wealth Management LLC | 10,122 | 10,326 | +204 (+2.0%) |
| RAYMOND JAMES FINANCIAL INC | 13,195 | 15,549 | +2,354 (+17.8%) |
| PFG Investments, LLC | 7,409 | 8,027 | +618 (+8.3%) |
| Stratos Wealth Partners, LTD. | 6,851 | 7,306 | +455 (+6.6%) |
| ENVESTNET ASSET MANAGEMENT INC | 7,868 | 8,307 | +439 (+5.6%) |
| JPMORGAN CHASE & CO | 2,829 | 2,934 | +105 (+3.7%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Ameritas Advisory Services, LLC | 35,286 | 29,650 | -5,636 (-16.0%) |
| JANE STREET GROUP, LLC | 54,585 | 11,067 | -43,518 (-79.7%) |
| Cetera Investment Advisers | 187,404 | 174,778 | -12,626 (-6.7%) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 23,448 | 11,085 | -12,363 (-52.7%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 20,915 | 11,985 | -8,930 (-42.7%) |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 12,560 | 10,501 | -2,059 (-16.4%) |
| HighTower Advisors, LLC | 15,150 | 12,400 | -2,750 (-18.2%) |
| WELLS FARGO & COMPANY/MN | 349 | 1 | -348 (-99.7%) |
| NewEdge Advisors, LLC | 6,411 | 6,340 | -71 (-1.1%) |