Ticker: HERO CUSIP: 37954Y392 Class: VDEO GAM ESPRT
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| JANE STREET GROUP, LLC | 20,872 | $621 |
| AMERIFLEX GROUP, INC. | 260 | $8 |
| Allworth Financial LP | 553 | $16 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 170 | $5 |
| SageView Advisory Group, LLC | 11 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 346,302 | 380,952 | +34,650 (+10.0%) |
| Archford Capital Strategies, LLC | 21,135 | 21,812 | +677 (+3.2%) |
| Farther Finance Advisors, LLC | 1,627 | 4,303 | +2,676 (+164.5%) |
| Arkadios Wealth Advisors | 8,050 | 9,666 | +1,616 (+20.1%) |
| JONES FINANCIAL COMPANIES LLLP | 4,686 | 6,903 | +2,217 (+47.3%) |
| VALLEY NATIONAL ADVISERS INC | 66 | 81 | +15 (+22.7%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| GTS SECURITIES LLC | 45,188 | 9,392 | -35,796 (-79.2%) |
| CreativeOne Wealth, LLC | 43,666 | 25,439 | -18,227 (-41.7%) |
| RFG Advisory, LLC | 27,785 | 17,431 | -10,354 (-37.3%) |
| HBW ADVISORY SERVICES LLC | 6,894 | 4,267 | -2,627 (-38.1%) |
| LPL Financial LLC | 327,778 | 168,133 | -159,645 (-48.7%) |
| Daiwa Securities Group Inc. | 368,909 | 218,909 | -150,000 (-40.7%) |
| RAYMOND JAMES FINANCIAL INC | 84,708 | 10,894 | -73,814 (-87.1%) |
| Cetera Investment Advisers | 77,210 | 48,990 | -28,220 (-36.5%) |
| U.S. Capital Wealth Advisors, LLC | 25,133 | 21,213 | -3,920 (-15.6%) |
| ENVESTNET ASSET MANAGEMENT INC | 76,186 | 54,233 | -21,953 (-28.8%) |
| NewEdge Advisors, LLC | 8,181 | 1,630 | -6,551 (-80.1%) |
| SBI Securities Co., Ltd. | 5,514 | 4,436 | -1,078 (-19.6%) |
| Wealthfront Advisers LLC | 9,310 | 8,536 | -774 (-8.3%) |
| PNC Financial Services Group, Inc. | 7,115 | 6,504 | -611 (-8.6%) |
| MORGAN STANLEY | 2,604 | 2,058 | -546 (-21.0%) |
| UBS Group AG | 4,466 | 4,099 | -367 (-8.2%) |
| Federation des caisses Desjardins du Quebec | 1,374 | 1,031 | -343 (-25.0%) |
| AE Wealth Management LLC | 583 | 388 | -195 (-33.4%) |
| Qube Research & Technologies Ltd | 318 | 208 | -110 (-34.6%) |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 1,768 | 1,691 | -77 (-4.4%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| BAM Wealth Management, LLC | 7,538 | $255 |
| Alteri Wealth LLC | 6,205 | $210 |
| Advyzon Investment Management, LLC | 6,721 | $228 |
| BANK OF MONTREAL /CAN/ | 514,550 | $17,433 |
| Mirae Asset Global Investments Co., Ltd. | 77,500 | $2,626 |
| GeoWealth Management, LLC | 9,923 | $336 |
| Perigon Wealth Management, LLC | 7,143 | $242 |
| SEI INVESTMENTS CO | 13,423 | $455 |
| CITADEL ADVISORS LLC | 10,701 | $363 |
| GPS Wealth Strategies Group, LLC | 216 | $7 |
| WELLS FARGO & COMPANY/MN | 246 | $8 |
| Advisory Services Network, LLC | 74 | $3 |