Ticker: XDSQ CUSIP: 45783Y103 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| SRS Capital Advisors, Inc. | 39,696 | $1,652 |
| Arkadios Wealth Advisors | 5,822 | $242 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Andina Capital Management, LLC | 170,986 | 175,993 | +5,007 (+2.9%) |
| Triad Wealth Partners, LLC | 21,116 | 33,432 | +12,316 (+58.3%) |
| YARGER WEALTH STRATEGIES, LLC | 16,632 | 18,436 | +1,804 (+10.8%) |
| BROWN WEALTH MANAGEMENT, LLC | 15,938 | 17,646 | +1,708 (+10.7%) |
| Foundations Investment Advisors, LLC | 12,091 | 22,454 | +10,363 (+85.7%) |
| Brinker Capital Investments, LLC | 88,408 | 101,068 | +12,660 (+14.3%) |
| Brookstone Capital Management | 30,923 | 39,924 | +9,001 (+29.1%) |
| Atria Investments, Inc | 62,000 | 65,753 | +3,753 (+6.1%) |
| OSAIC HOLDINGS, INC. | 83,104 | 87,544 | +4,440 (+5.3%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 23,565 | 24,009 | +444 (+1.9%) |
| ENVESTNET ASSET MANAGEMENT INC | 7,604 | 7,822 | +218 (+2.9%) |
| CWM, LLC | 65,131 | 68,911 | +3,780 (+5.8%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Authentikos Wealth Advisory, LLC | 82,422 | 78,401 | -4,021 (-4.9%) |
| VESTIA PERSONAL WEALTH ADVISORS | 41,804 | 36,974 | -4,830 (-11.6%) |
| Encompass More Asset Management | 85,581 | 81,128 | -4,453 (-5.2%) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 29,735 | 15,032 | -14,703 (-49.4%) |
| BARCLAYS PLC | 4,220 | 25 | -4,195 (-99.4%) |
| Cetera Investment Advisers | 49,619 | 48,770 | -849 (-1.7%) |
| UBS Group AG | 918 | 40 | -878 (-95.6%) |
| CENTAURUS FINANCIAL, INC. | 11,045 | 6,757 | -4,288 (-38.8%) |
| Ashton Thomas Private Wealth, LLC | 9,907 | 9,558 | -349 (-3.5%) |
| AE Wealth Management LLC | 1,565 | 1,344 | -221 (-14.1%) |
| Steward Partners Investment Advisory, LLC | 7,273 | 7,073 | -200 (-2.7%) |
| Farther Finance Advisors, LLC | 163 | 65 | -98 (-60.1%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Maia Wealth LLC | 5,657 | $230 |
| OLD MISSION CAPITAL LLC | 12,310 | $491 |
| GOLDMAN SACHS GROUP INC | 51,078 | $2,036 |
| Advisory Services Network, LLC | 3,420 | $136 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 97 | $4 |
| HOLLENCREST CAPITAL MANAGEMENT | 14 | $1 |