Ticker: EOCT CUSIP: 45782C623 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| ACCESS FINANCIAL SERVICES, INC. | 112,877 | $3,574 |
| PRIVATE CLIENT SERVICES, LLC | 54,307 | $1,719 |
| Elmwood Wealth Management, Inc. | 38,829 | $1,229 |
| SYON CAPITAL LLC | 32,518 | $1,030 |
| Allworth Financial LP | 212,228 | $6,719 |
| Belpointe Asset Management LLC | 18,058 | $572 |
| Financial Network Wealth Advisors LLC | 958 | $30 |
| World Investment Advisors | 13,208 | $418 |
| Sigma Planning Corp | 7,730 | $244 |
| Cape Investment Advisory, Inc. | 800 | $25 |
| MML INVESTORS SERVICES, LLC | 23,447 | $742 |
| CAPTRUST FINANCIAL ADVISORS | 11,658 | $369 |
| LPL Financial LLC | 8,442 | $267 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 282 | $9 |
| NBC SECURITIES, INC. | 160 | $5 |
| Cambridge Investment Research Advisors, Inc. | 7,578 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| CORRADO ADVISORS, LLC | 13,627 | 100,645 | +87,018 (+638.6%) |
| SageView Advisory Group, LLC | 98,541 | 120,126 | +21,585 (+21.9%) |
| HARBOUR INVESTMENTS, INC. | 390 | 38,181 | +37,791 (+9690.0%) |
| MBL Wealth, LLC | 143,613 | 147,350 | +3,737 (+2.6%) |
| PRINCIPAL SECURITIES, INC. | 27,475 | 56,848 | +29,373 (+106.9%) |
| PFG Advisors | 52,865 | 59,951 | +7,086 (+13.4%) |
| NorthCrest Asset Manangement, LLC | 17,889 | 30,581 | +12,692 (+70.9%) |
| Berger Financial Group, Inc | 44,474 | 49,383 | +4,909 (+11.0%) |
| Kestra Advisory Services, LLC | 56,414 | 78,274 | +21,860 (+38.7%) |
| WPWealth LLP | 25,768 | 26,952 | +1,184 (+4.6%) |
| IFP Advisors, Inc | 8,336 | 13,191 | +4,855 (+58.2%) |
| RAYMOND JAMES FINANCIAL INC | 12,914 | 52,896 | +39,982 (+309.6%) |
| Cetera Investment Advisers | 40,641 | 64,797 | +24,156 (+59.4%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 359,879 | 389,790 | +29,911 (+8.3%) |
| ENVESTNET ASSET MANAGEMENT INC | 17,764 | 38,576 | +20,812 (+117.2%) |
| FOUNDERS FINANCIAL SECURITIES LLC | 11,313 | 13,031 | +1,718 (+15.2%) |
| Sunbelt Securities, Inc. | 6,154 | 7,722 | +1,568 (+25.5%) |
| HighTower Advisors, LLC | 135,674 | 141,896 | +6,222 (+4.6%) |
| MAI Capital Management | 41 | 995 | +954 (+2326.8%) |
| AE Wealth Management LLC | 408 | 618 | +210 (+51.5%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Global Strategic Investment Solutions, LLC | 238,181 | 214,890 | -23,291 (-9.8%) |
| SECURED RETIREMENT ADVISORS, LLC | 25,011 | 21,278 | -3,733 (-14.9%) |
| WINNOW WEALTH LLC | 9,007 | 7,715 | -1,292 (-14.3%) |
| Compass Advisory Group LLC | 16,650 | 16,400 | -250 (-1.5%) |
| Farther Finance Advisors, LLC | 8,805 | 6,955 | -1,850 (-21.0%) |
| OSAIC HOLDINGS, INC. | 32,598 | 29,794 | -2,804 (-8.6%) |
| Tradition Wealth Management, LLC | 13,555 | 13,219 | -336 (-2.5%) |
| Whipplewood Advisors, LLC | 1,667 | 1,596 | -71 (-4.3%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| WELLS FARGO & COMPANY/MN | 802 | $25 |