Ticker: EJUL CUSIP: 45782C714 Class: EMRGNG MKT JULY
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Cape Investment Advisory, Inc. | 28,643 | $849 |
| Signal Advisors Wealth, LLC | 40,112 | $1,189 |
| WealthPlan Investment Management, LLC | 10,081 | $299 |
| OLD MISSION CAPITAL LLC | 24,470 | $726 |
| World Investment Advisors | 15,569 | $462 |
| UBS Group AG | 620 | $18 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| WorthPointe, LLC | 15,176 | 17,775 | +2,599 (+17.1%) |
| Triad Wealth Partners, LLC | 29,956 | 35,065 | +5,109 (+17.1%) |
| FOUNDERS FINANCIAL SECURITIES LLC | 11,786 | 13,644 | +1,858 (+15.8%) |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 24,583 | 31,171 | +6,588 (+26.8%) |
| AE Wealth Management LLC | 2,494 | 3,590 | +1,096 (+43.9%) |
| PFG Advisors | 19,631 | 19,941 | +310 (+1.6%) |
| LPL Financial LLC | 22,790 | 23,209 | +419 (+1.8%) |
| BENJAMIN EDWARDS INC | 8,789 | 9,061 | +272 (+3.1%) |
| Cambridge Investment Research Advisors, Inc. | 14,736 | 15,883 | +1,147 (+7.8%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| ACCESS FINANCIAL SERVICES, INC. | 122,281 | 45,168 | -77,113 (-63.1%) |
| HFG Wealth Management, LLC | 93,049 | 81,635 | -11,414 (-12.3%) |
| Allworth Financial LP | 206,265 | 501 | -205,764 (-99.8%) |
| WINNOW WEALTH LLC | 8,995 | 7,807 | -1,188 (-13.2%) |
| Berger Financial Group, Inc | 136,135 | 127,655 | -8,480 (-6.2%) |
| Stratos Wealth Advisors, LLC | 76,865 | 74,306 | -2,559 (-3.3%) |
| Ifrah Financial Services, Inc. | 20,838 | 20,215 | -623 (-3.0%) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 49,910 | 25,737 | -24,173 (-48.4%) |
| ENVESTNET ASSET MANAGEMENT INC | 51,673 | 29,572 | -22,101 (-42.8%) |
| RAYMOND JAMES FINANCIAL INC | 34,571 | 22,218 | -12,353 (-35.7%) |
| Cetera Investment Advisers | 64,979 | 55,263 | -9,716 (-15.0%) |
| OSAIC HOLDINGS, INC. | 74,869 | 68,634 | -6,235 (-8.3%) |
| NewEdge Advisors, LLC | 11,074 | 9,974 | -1,100 (-9.9%) |
| Trek Financial, LLC | 8,415 | 8,041 | -374 (-4.4%) |
| IFP Advisors, Inc | 18,583 | 18,118 | -465 (-2.5%) |
| Global Strategic Investment Solutions, LLC | 10,352 | 10,149 | -203 (-2.0%) |
| CoreCap Advisors, LLC | 6,762 | 6,456 | -306 (-4.5%) |
| Steward Partners Investment Advisory, LLC | 20,903 | 20,646 | -257 (-1.2%) |
| Capital Analysts, LLC | 17,678 | 16,889 | -789 (-4.5%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Elmwood Wealth Management, Inc. | 36,638 | $1,060 |
| PRIVATE CLIENT SERVICES, LLC | 18,467 | $534 |
| HARBOUR INVESTMENTS, INC. | 19,759 | $572 |
| NorthCrest Asset Manangement, LLC | 8,041 | $234 |
| MML INVESTORS SERVICES, LLC | 25,461 | $737 |
| GOLDMAN SACHS GROUP INC | 58,932 | $1,705 |
| CIBC Private Wealth Group, LLC | 7,028 | $203 |
| JPMORGAN CHASE & CO | 228 | $7 |