Ticker: FBND CUSIP: 316188309 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Sugar Maple Asset Management, LLC | 51,000 | $2,348 |
| Rede Wealth, LLC | 36,614 | $1,686 |
| XY Planning Network, Inc. | 65,969 | $3,037 |
| Urban Wealth Management, LLC | 10,595 | $488 |
| Armor Investment Advisors, LLC | 25,749 | $1,185 |
| National Wealth Management Group, LLC | 24,996 | $1,151 |
| SRS Capital Advisors, Inc. | 307,959 | $14,127 |
| Summit Wealth Partners, LLC | 36,185 | $1,666 |
| M Holdings Securities, Inc. | 108,355 | $5 |
| Dakota Wealth Management | 206,822 | $9,522 |
| Founders Financial Alliance, LLC | 21,620 | $995 |
| PUREfi Wealth, LLC | 5,980 | $275 |
| ADG Wealth Management Group, LLC | 5,913 | $272 |
| GREEN SQUARE CAPITAL ADVISORS LLC | 26,988 | $1,243 |
| Diversify Advisory Services, LLC | 74,313 | $3,427 |
| Apollon Financial, LLC | 16,281 | $750 |
| GOULD ASSET MANAGEMENT LLC /CA/ | 12,245 | $564 |
| Waterway Wealth Management, LLC | 7,576 | $349 |
| Essex LLC | 8,468 | $390 |
| SUMMIT WEALTH GROUP LLC / CO | 11,528 | $531 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Fortitude Advisory Group L.L.C. | 9,655 | 413,412 | +403,757 (+4181.8%) |
| Envision Financial Planning, LLC | 105,886 | 497,887 | +392,001 (+370.2%) |
| Stone House Investment Management, LLC | 244,568 | 801,076 | +556,508 (+227.5%) |
| Leelyn Smith, LLC | 54,520 | 627,471 | +572,951 (+1050.9%) |
| HICKS CAPITAL MANAGEMENT LLC | 226,269 | 251,938 | +25,669 (+11.3%) |
| Crane Advisory, LLC | 530,010 | 1,009,529 | +479,519 (+90.5%) |
| TrueWealth Advisors, LLC | 174,982 | 448,723 | +273,741 (+156.4%) |
| Ullmann Wealth Partners Group, LLC | 124,567 | 755,976 | +631,409 (+506.9%) |
| PRUDENT INVESTORS NETWORK, INC. | 1,073,400 | 1,314,388 | +240,988 (+22.5%) |
| Quotient Wealth Partners, LLC | 3,499,147 | 4,892,228 | +1,393,081 (+39.8%) |
| BG Investment Services, Inc. | 343,339 | 410,911 | +67,572 (+19.7%) |
| Goodwin Investment Advisory | 247,666 | 281,767 | +34,101 (+13.8%) |
| CAPITAL WEALTH MANAGEMENT, LLC | 443,321 | 572,115 | +128,794 (+29.1%) |
| Merkkuri Wealth Advisors LLC | 119,301 | 173,504 | +54,203 (+45.4%) |
| Graney & King, LLC | 225,293 | 301,405 | +76,112 (+33.8%) |
| Modern Wealth Management, LLC | 2,170,408 | 3,627,370 | +1,456,962 (+67.1%) |
| Holos Integrated Wealth LLC | 150,689 | 208,237 | +57,548 (+38.2%) |
| MUSTICO FINANCIAL GROUP, INC. | 145,672 | 199,757 | +54,085 (+37.1%) |
| Cyr Financial Inc. | 213,008 | 262,830 | +49,822 (+23.4%) |
| SAX WEALTH ADVISORS, LLC | 3,407,495 | 4,035,401 | +627,906 (+18.4%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Centerline Wealth Advisors, LLC | 466,111 | 278,291 | -187,820 (-40.3%) |
| Sonoma Allocations LLC | 290,332 | 199,712 | -90,620 (-31.2%) |
| Presidio Capital Management, LLC | 631,037 | 590,368 | -40,669 (-6.4%) |
| Walker Financial Services, Inc. | 212,903 | 156,385 | -56,518 (-26.5%) |
| Lebenthal Global Advisors, LLC | 331,193 | 180,335 | -150,858 (-45.5%) |
| WEALTH MANAGEMENT RESOURCES, INC. | 713,610 | 657,104 | -56,506 (-7.9%) |
| BAKER BOYER NATIONAL BANK | 423,112 | 393,938 | -29,174 (-6.9%) |
| Capital Analysts, LLC | 2,785,650 | 2,260,562 | -525,088 (-18.8%) |
| John W. Brooker & Co., CPAs | 39,491 | 35,081 | -4,410 (-11.2%) |
| Williams & Novak, LLC | 310,079 | 300,251 | -9,828 (-3.2%) |
| Dentgroup LLC | 167,326 | 152,758 | -14,568 (-8.7%) |
| Apex Wealth Management, LLC | 97,491 | 92,265 | -5,226 (-5.4%) |
| SILVER OAK SECURITIES, INCORPORATED | 574,234 | 378,054 | -196,180 (-34.2%) |
| DeDora Capital, Inc. | 597,083 | 580,880 | -16,203 (-2.7%) |
| Red Mountain Financial, LLC | 88,183 | 83,712 | -4,471 (-5.1%) |
| Verity Asset Management, Inc. | 102,740 | 55,225 | -47,515 (-46.2%) |
| Lakeshore Capital Group, Inc. | 32,461 | 11,030 | -21,431 (-66.0%) |
| RCS Financial Planning, LLC | 358,827 | 353,764 | -5,063 (-1.4%) |
| Accelerate Investment Advisors LLC | 149,391 | 146,298 | -3,093 (-2.1%) |
| RETIREMENT PLANNING GROUP, LLC / NY | 87,006 | 86,078 | -928 (-1.1%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Financial & Tax Architects, LLC | 474,361 | $21,934 |
| Northwest Capital Management Inc | 33,084 | $1,530 |
| OneAscent Financial Services LLC | 225,978 | $10,487 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | 15,022 | $697 |
| TRITONPOINT WEALTH, LLC | 58,035 | $2,693 |
| F/M Investments LLC | 98,292 | $4,543 |
| BXM Wealth LLC | 4,793 | $222 |
| Integrity Financial Corp /WA | 5,451 | $253 |
| Yukon Wealth Management, Inc. | 6,469 | $299 |
| Wheelhouse Advisory Group LLC | 5,992 | $277 |
| Claro Advisors Inc. | 14,424 | $667 |
| Consolidated Portfolio Review Corp | 17,874 | $826 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 107,700 | $4,980 |
| McCarthy & Cox | 4,890 | $226 |
| Aprio Wealth Management, LLC | 10,193 | $471 |
| SAGE FINANCIAL GROUP INC | 10,824 | $501 |
| EVOKE WEALTH, LLC | 24,519 | $1,138 |
| Hardy Reed LLC | 7,302 | $338 |
| Security National Bank | 3,379 | $156 |
| Richardson Capital Management LLC | 1,157 | $54 |