Ticker: HFXI CUSIP: 45409B560 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Advisor Resource Council | 6,400 | $208 |
| Integrated Advisors Network LLC | 11,702 | $380 |
| JPMORGAN CHASE & CO | 10,450 | $339 |
| SageView Advisory Group, LLC | 1,127 | $37 |
| Quent Capital, LLC | 579 | $19 |
| UBS ASSET MANAGEMENT AMERICAS INC | 1,512 | $49 |
| Kestra Advisory Services, LLC | 1,210 | $39 |
| IFP Advisors, Inc | 781 | $25 |
| Smartleaf Asset Management LLC | 229 | $7 |
| Cambridge Investment Research Advisors, Inc. | 14,928 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Landmark Wealth Management, LLC | 341,622 | 378,135 | +36,513 (+10.7%) |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 619,854 | 635,114 | +15,260 (+2.5%) |
| Wiser Advisor Group LLC | 82,351 | 84,343 | +1,992 (+2.4%) |
| MARINO, STRAM & ASSOCIATES LLC | 238,441 | 246,648 | +8,207 (+3.4%) |
| Diversify Advisory Services, LLC | 95,937 | 249,631 | +153,694 (+160.2%) |
| Prosperity Financial Group, Inc. | 92,451 | 98,409 | +5,958 (+6.4%) |
| Veridan Wealth LLC | 169,307 | 171,163 | +1,856 (+1.1%) |
| MRP Capital Investments, LLC | 17,000 | 21,000 | +4,000 (+23.5%) |
| BLVD Private Wealth, LLC | 31,163 | 32,085 | +922 (+3.0%) |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 19,358 | 30,939 | +11,581 (+59.8%) |
| MONECO Advisors, LLC | 22,444 | 28,521 | +6,077 (+27.1%) |
| Rockefeller Capital Management L.P. | 130,980 | 245,175 | +114,195 (+87.2%) |
| Concurrent Investment Advisors, LLC | 238,902 | 248,809 | +9,907 (+4.1%) |
| Capital Investment Advisors, LLC | 36,461 | 48,537 | +12,076 (+33.1%) |
| ATTICUS WEALTH MANAGEMENT, LLC | 13,149 | 14,291 | +1,142 (+8.7%) |
| LPL Financial LLC | 1,317,365 | 1,480,458 | +163,093 (+12.4%) |
| MORGAN STANLEY | 4,116,241 | 4,426,596 | +310,355 (+7.5%) |
| BANK OF AMERICA CORP /DE/ | 3,001,976 | 3,251,245 | +249,269 (+8.3%) |
| AMERIPRISE FINANCIAL INC | 3,659,708 | 3,797,060 | +137,352 (+3.8%) |
| RAYMOND JAMES FINANCIAL INC | 2,154,288 | 2,250,459 | +96,171 (+4.5%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Mason & Associates Inc | 650,287 | 631,272 | -19,015 (-2.9%) |
| TSFG, LLC | 121,878 | 12,882 | -108,996 (-89.4%) |
| Sanctuary Advisors, LLC | 1,634,175 | 318,032 | -1,316,143 (-80.5%) |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 3,493,523 | 3,233,142 | -260,381 (-7.5%) |
| Redwood Financial Network Corp | 56,355 | 54,947 | -1,408 (-2.5%) |
| Revisor Wealth Management LLC | 33,401 | 30,351 | -3,050 (-9.1%) |
| WESCAP Management Group, Inc. | 70,889 | 69,316 | -1,573 (-2.2%) |
| GGM Financials LLC | 14,078 | 12,865 | -1,213 (-8.6%) |
| Cerity Partners LLC | 579,821 | 399,401 | -180,420 (-31.1%) |
| Farther Finance Advisors, LLC | 92,578 | 65,977 | -26,601 (-28.7%) |
| Fortis Group Advisors, LLC | 31,675 | 29,324 | -2,351 (-7.4%) |
| CITADEL ADVISORS LLC | 42,629 | 21,149 | -21,480 (-50.4%) |
| Golden State Wealth Management, LLC | 40,350 | 39,543 | -807 (-2.0%) |
| Equitable Holdings, Inc. | 95,857 | 93,315 | -2,542 (-2.7%) |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 65,446 | 60,128 | -5,318 (-8.1%) |
| HighTower Advisors, LLC | 32,020 | 30,193 | -1,827 (-5.7%) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 30,095 | 28,625 | -1,470 (-4.9%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Savvy Advisors, Inc. | 7,201 | $223 |
| Wealthcare Advisory Partners LLC | 8,264 | $256 |
| Advisory Services Network, LLC | 1,875 | $58 |
| FLOW TRADERS U.S. LLC | 9,346 | $0 |
| PRINCIPAL SECURITIES, INC. | 1,222 | $38 |