Ticker: XRLX CUSIP: 360876874 Class: CONSERVATIVE ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| UBS Group AG | 10 | $0 |
| Steward Partners Investment Advisory, LLC | 1 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| GTS SECURITIES LLC | 7,801 | 19,629 | +11,828 (+151.6%) |
| Atria Investments, Inc | 8,873 | 9,122 | +249 (+2.8%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| One Capital Management, LLC | 319,885 | 306,392 | -13,493 (-4.2%) |
| Glass Jacobson Investment Advisors llc | 2,139 | 1,877 | -262 (-12.2%) |