Ticker: DAUG CUSIP: 33740F854 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| MeadowBrook Investment Advisors LLC | 2,340 | $104 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 15,691 | $696 |
| Sowell Financial Services LLC | 22,322 | $990 |
| Sound Income Strategies, LLC | 8,304 | $371 |
| MGO ONE SEVEN LLC | 7,979 | $354 |
| Waverly Advisors, LLC | 15,485 | $687 |
| &PARTNERS | 9,522 | $422 |
| Foundations Investment Advisors, LLC | 4,518 | $200 |
| Triumph Capital Management | 550 | $24 |
| EP Wealth Advisors, LLC | 4,700 | $208 |
| ROYAL BANK OF CANADA | 1,110 | $49 |
| MORGAN STANLEY | 350 | $16 |
| Smartleaf Asset Management LLC | 155 | $7 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Hartford Financial Management Inc. | 155,802 | 161,107 | +5,305 (+3.4%) |
| MinichMacGregor Wealth Management, LLC | 199,678 | 205,517 | +5,839 (+2.9%) |
| Sage Capital Advisors,llc | 59,586 | 62,251 | +2,665 (+4.5%) |
| FOUNDERS FINANCIAL SECURITIES LLC | 56,428 | 61,758 | +5,330 (+9.4%) |
| Kovack Advisors, Inc. | 23,584 | 28,158 | +4,574 (+19.4%) |
| Horizon Investments, LLC | 56,428 | 61,572 | +5,144 (+9.1%) |
| JPMORGAN CHASE & CO | 1,776 | 20,011 | +18,235 (+1026.7%) |
| ENVESTNET ASSET MANAGEMENT INC | 104,576 | 118,192 | +13,616 (+13.0%) |
| Cetera Investment Advisers | 132,255 | 137,331 | +5,076 (+3.8%) |
| MML INVESTORS SERVICES, LLC | 25,407 | 28,779 | +3,372 (+13.3%) |
| Strategic Blueprint, LLC | 17,482 | 18,227 | +745 (+4.3%) |
| HARBOUR INVESTMENTS, INC. | 25,473 | 26,209 | +736 (+2.9%) |
| AE Wealth Management LLC | 657 | 1,907 | +1,250 (+190.3%) |
| TRUIST FINANCIAL CORP | 20,849 | 22,241 | +1,392 (+6.7%) |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 23,170 | 23,524 | +354 (+1.5%) |
| UBS Group AG | 73 | 506 | +433 (+593.2%) |
| RFG Advisory, LLC | 11,757 | 11,974 | +217 (+1.8%) |
| Capital Investment Advisory Services, LLC | 1,775 | 1,930 | +155 (+8.7%) |
| COMERICA BANK | 1,045 | 1,263 | +218 (+20.9%) |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4,611 | 4,783 | +172 (+3.7%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| WINNOW WEALTH LLC | 124,916 | 1,157 | -123,759 (-99.1%) |
| Camelot Portfolios, LLC | 32,551 | 24,458 | -8,093 (-24.9%) |
| Lunt Capital Management, Inc. | 23,537 | 7,846 | -15,691 (-66.7%) |
| REAP Financial Group, LLC | 121,220 | 115,056 | -6,164 (-5.1%) |
| Grantvest Financial Group LLC | 29,089 | 26,010 | -3,079 (-10.6%) |
| Nova Wealth Management, Inc. | 34,563 | 33,252 | -1,311 (-3.8%) |
| Foguth Wealth Management, LLC. | 42,581 | 34,516 | -8,065 (-18.9%) |
| LifeWealth Investments, LLC | 40,698 | 37,714 | -2,984 (-7.3%) |
| Wood Tarver Financial Group, LLC | 46,266 | 39,969 | -6,297 (-13.6%) |
| CFC Planning Co LLC | 20,894 | 20,113 | -781 (-3.7%) |
| Integrity Financial Corp /WA | 27,137 | 25,870 | -1,267 (-4.7%) |
| Prosperity Consulting Group, LLC | 73,508 | 63,249 | -10,259 (-14.0%) |
| CASCADE INVESTMENT GROUP, INC. | 5,587 | 4,524 | -1,063 (-19.0%) |
| Ignite Planners, LLC | 33,985 | 32,151 | -1,834 (-5.4%) |
| ARBOR CAPITAL MANAGEMENT INC /ADV | 10,657 | 10,310 | -347 (-3.3%) |
| Ameritas Advisory Services, LLC | 21,540 | 15,951 | -5,589 (-25.9%) |
| Lakeridge Wealth Management LLC | 9,545 | 9,045 | -500 (-5.2%) |
| OSAIC HOLDINGS, INC. | 271,050 | 233,060 | -37,990 (-14.0%) |
| Advance Capital Management, Inc. | 8,585 | 5,301 | -3,284 (-38.3%) |
| StoneX Group Inc. | 33,652 | 31,417 | -2,235 (-6.6%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| WMG Financial Advisors, LLC | 8,304 | $362 |
| Cottage Street Advisors LLC | 5,730 | $250 |
| SUMMIT WEALTH GROUP LLC / CO | 2,038 | $337 |
| Consolidated Portfolio Review Corp | 4,716 | $206 |
| Integrated Wealth Concepts LLC | 15,195 | $663 |
| CITADEL ADVISORS LLC | 20,956 | $914 |
| BANK OF AMERICA CORP /DE/ | 5,260 | $229 |
| Advisory Services Network, LLC | 385 | $17 |