Ticker: VSLU CUSIP: 26923N405 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| SAXON INTERESTS, INC. | 57,182 | $2,531 |
| Plan A Wealth LLC | 8,094 | $358 |
| FORTEM FINANCIAL GROUP, LLC | 7,891 | $349 |
| Farther Finance Advisors, LLC | 86,521 | $3,829 |
| OPPENHEIMER & CO INC | 42,897 | $1,899 |
| Toroso Investments, LLC | 15,229 | $674 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8,323 | $368 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Clarion Wealth Managment Partners, LLC | 108,666 | 162,626 | +53,960 (+49.7%) |
| CROBAN | 134,125 | 227,796 | +93,671 (+69.8%) |
| ACIMA PRIVATE WEALTH, LLC | 240,432 | 275,450 | +35,018 (+14.6%) |
| Gibraltar Capital Management, Inc. | 35,395 | 206,391 | +170,996 (+483.1%) |
| Watchman Group, Inc. | 635,183 | 668,263 | +33,080 (+5.2%) |
| Old Port Advisors | 171,371 | 207,977 | +36,606 (+21.4%) |
| Newman Dignan & Sheerar, Inc. | 688,156 | 704,543 | +16,387 (+2.4%) |
| Crestwood Advisors Group LLC | 1,437,371 | 1,999,806 | +562,435 (+39.1%) |
| NOVARE CAPITAL MANAGEMENT LLC | 798,728 | 815,930 | +17,202 (+2.2%) |
| Jacobi Capital Management LLC | 432,777 | 514,110 | +81,333 (+18.8%) |
| EverSource Wealth Advisors, LLC | 256,620 | 316,246 | +59,626 (+23.2%) |
| Fulton Bank, N.A. | 272,450 | 318,023 | +45,573 (+16.7%) |
| Atlantic Edge Private Wealth Management, LLC | 77,706 | 79,911 | +2,205 (+2.8%) |
| TRUSTMARK BANK TRUST DEPARTMENT | 156,768 | 163,681 | +6,913 (+4.4%) |
| TECTONIC ADVISORS LLC | 12,153 | 26,348 | +14,195 (+116.8%) |
| Accurate Wealth Management, LLC | 4,877 | 10,215 | +5,338 (+109.5%) |
| PRIVATE TRUST CO NA | 9,849 | 15,949 | +6,100 (+61.9%) |
| MML INVESTORS SERVICES, LLC | 113,254 | 127,101 | +13,847 (+12.2%) |
| LPL Financial LLC | 29,453 | 59,625 | +30,172 (+102.4%) |
| Advisory Services Network, LLC | 78,409 | 80,813 | +2,404 (+3.1%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| InTrack Investment Management Inc | 18,738 | 18,451 | -287 (-1.5%) |
| Confluence Wealth Services, Inc. | 21,004 | 18,500 | -2,504 (-11.9%) |
| Applied Finance Capital Management, LLC | 71,628 | 70,827 | -801 (-1.1%) |
| GTS SECURITIES LLC | 13,302 | 10,750 | -2,552 (-19.2%) |
| Quantinno Capital Management LP | 31,122 | 24,431 | -6,691 (-21.5%) |
| OSAIC HOLDINGS, INC. | 1,063 | 517 | -546 (-51.4%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| FLPUTNAM INVESTMENT MANAGEMENT CO | 5,760 | $246 |
| Buckingham Strategic Partners | 5,380 | $235 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,205 | $51 |
| SouthState Corp | 52 | $2 |
| PRINCIPAL SECURITIES, INC. | 40 | $2 |
| Cambridge Investment Research Advisors, Inc. | 4,700 | $0 |