Ticker: DJAN CUSIP: 33740F631 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Westwood Wealth Management | 39,315 | $1,707 |
| Schwallier Wealth Management LLC | 8,265 | $361 |
| Kercheville Advisors, LLC | 5,700 | $248 |
| Robertson Stephens Wealth Management, LLC | 25,800 | $1,120 |
| Kovack Advisors, Inc. | 6,528 | $283 |
| &PARTNERS | 34,399 | $1,493 |
| Waverly Advisors, LLC | 23,063 | $1,001 |
| IMC-Chicago, LLC | 13,588 | $590 |
| Global Retirement Partners, LLC | 2,500 | $109 |
| Capital Investment Advisory Services, LLC | 161 | $7 |
| Smartleaf Asset Management LLC | 161 | $7 |
| MORGAN STANLEY | 18 | $1 |
| Motiv8 Investments LLC | 263 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Keystone Wealth Services, LLC | 17,273 | 49,199 | +31,926 (+184.8%) |
| Jaffetilchin Investment Partners, LLC | 735,946 | 743,937 | +7,991 (+1.1%) |
| FOUNDERS FINANCIAL SECURITIES LLC | 58,052 | 63,556 | +5,504 (+9.5%) |
| Cetera Investment Advisers | 145,847 | 175,167 | +29,320 (+20.1%) |
| Horizon Investments, LLC | 58,052 | 63,366 | +5,314 (+9.2%) |
| Ignite Planners, LLC | 8,989 | 9,729 | +740 (+8.2%) |
| MML INVESTORS SERVICES, LLC | 187,864 | 196,555 | +8,691 (+4.6%) |
| ENVESTNET ASSET MANAGEMENT INC | 200,925 | 218,353 | +17,428 (+8.7%) |
| Kestra Advisory Services, LLC | 134,876 | 137,652 | +2,776 (+2.1%) |
| Brinker Capital Investments, LLC | 9,235 | 11,931 | +2,696 (+29.2%) |
| Sound Income Strategies, LLC | 29 | 1,078 | +1,049 (+3617.2%) |
| BARCLAYS PLC | 1,657 | 4,604 | +2,947 (+177.9%) |
| LPL Financial LLC | 98,783 | 100,819 | +2,036 (+2.1%) |
| TRUIST FINANCIAL CORP | 24,180 | 25,898 | +1,718 (+7.1%) |
| Rockefeller Capital Management L.P. | 5,450 | 7,037 | +1,587 (+29.1%) |
| ROYAL BANK OF CANADA | 384 | 1,996 | +1,612 (+419.8%) |
| UBS Group AG | 222 | 1,043 | +821 (+369.8%) |
| HARBOUR INVESTMENTS, INC. | 25,659 | 26,050 | +391 (+1.5%) |
| Arkadios Wealth Advisors | 12,558 | 12,880 | +322 (+2.6%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| PRECEDENT WEALTH PARTNERS, LLC | 215,460 | 180,545 | -34,915 (-16.2%) |
| SMART Wealth LLC | 136,111 | 123,023 | -13,088 (-9.6%) |
| JDM Financial Group LLC | 42,779 | 7,640 | -35,139 (-82.1%) |
| Lionshead Wealth Management, LLC | 41,425 | 39,315 | -2,110 (-5.1%) |
| EVOLUTION WEALTH MANAGEMENT INC. | 15,067 | 11,476 | -3,591 (-23.8%) |
| Clear Creek Financial Management, LLC | 35,709 | 5,459 | -30,250 (-84.7%) |
| Per Stirling Capital Management, LLC. | 232,425 | 227,382 | -5,043 (-2.2%) |
| Foguth Wealth Management, LLC. | 15,402 | 6,502 | -8,900 (-57.8%) |
| Integrity Financial Corp /WA | 12,663 | 9,720 | -2,943 (-23.2%) |
| REAP Financial Group, LLC | 44,089 | 40,094 | -3,995 (-9.1%) |
| Wood Tarver Financial Group, LLC | 47,033 | 42,944 | -4,089 (-8.7%) |
| Brookstone Capital Management | 366,200 | 322,200 | -44,000 (-12.0%) |
| Camelot Portfolios, LLC | 13,400 | 12,400 | -1,000 (-7.5%) |
| Spire Wealth Management | 40,730 | 27,792 | -12,938 (-31.8%) |
| Grantvest Financial Group LLC | 8,998 | 8,304 | -694 (-7.7%) |
| OSAIC HOLDINGS, INC. | 253,621 | 77,714 | -175,907 (-69.4%) |
| Ameritas Advisory Services, LLC | 15,853 | 7,642 | -8,211 (-51.8%) |
| LifeWealth Investments, LLC | 15,388 | 14,206 | -1,182 (-7.7%) |
| OLD MISSION CAPITAL LLC | 27,862 | 13,627 | -14,235 (-51.1%) |
| ARBOR CAPITAL MANAGEMENT INC /ADV | 6,186 | 5,896 | -290 (-4.7%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Santori & Peters, Inc. | 15,979 | $673 |
| CASCADE INVESTMENT GROUP, INC. | 8,091 | $341 |
| Core Wealth Partners LLC | 4,950 | $209 |
| UPTICK PARTNERS, LLC | 8,315 | $350 |
| VICUS CAPITAL | 11,340 | $478 |
| HighTower Advisors, LLC | 27,700 | $1,167 |
| Apollon Wealth Management, LLC | 5,000 | $211 |
| JANE STREET GROUP, LLC | 7,073 | $298 |