Ticker: IBUF CUSIP: 45783Y178 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| COMPASS CAPITAL CORP /MA/ /ADV | 67,944 | $2,015 |
| Disciplined Investments, LLC | 6,981 | $204 |
| CreativeOne Wealth, LLC | 30,105 | $880 |
| Belpointe Asset Management LLC | 11,942 | $349 |
| Cetera Investment Advisers | 56,006 | $1,637 |
| Kestra Advisory Services, LLC | 23,680 | $692 |
| ENVESTNET ASSET MANAGEMENT INC | 7,094 | $207 |
| JPMORGAN CHASE & CO | 3,902 | $114 |
| ROYAL BANK OF CANADA | 5 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| BLVD Private Wealth, LLC | 90,427 | 93,842 | +3,415 (+3.8%) |
| D.B. Root & Company, LLC | 174,190 | 203,789 | +29,599 (+17.0%) |
| Pitti Group Wealth Management, LLC | 9,000 | 22,191 | +13,191 (+146.6%) |
| OPTIMA CAPITAL LLC | 72,801 | 73,882 | +1,081 (+1.5%) |
| Sugar Maple Asset Management, LLC | 9,234 | 11,620 | +2,386 (+25.8%) |
| ARQ WEALTH ADVISORS, LLC | 18,073 | 20,162 | +2,089 (+11.6%) |
| NewEdge Advisors, LLC | 246,981 | 328,186 | +81,205 (+32.9%) |
| WEALTHGARDEN F.S. LLC | 16,299 | 16,951 | +652 (+4.0%) |
| OSAIC HOLDINGS, INC. | 148,113 | 162,280 | +14,167 (+9.6%) |
| CAPTRUST FINANCIAL ADVISORS | 165,009 | 173,894 | +8,885 (+5.4%) |
| HARBOUR INVESTMENTS, INC. | 21,979 | 23,248 | +1,269 (+5.8%) |
| Caitlin John, LLC | 892 | 941 | +49 (+5.5%) |
| IFP Advisors, Inc | 190 | 210 | +20 (+10.5%) |
| Cambridge Investment Research Advisors, Inc. | 39,799 | 42,017 | +2,218 (+5.6%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Farther Finance Advisors, LLC | 31,589 | 15,306 | -16,283 (-51.5%) |
| RAYMOND JAMES FINANCIAL INC | 271,202 | 245,631 | -25,571 (-9.4%) |
| CENTAURUS FINANCIAL, INC. | 10,591 | 4,777 | -5,814 (-54.9%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| October Effect Ltd | 46,965 | $1,338 |
| Ameritas Advisory Services, LLC | 15,000 | $427 |
| PRINCIPAL SECURITIES, INC. | 568 | $16 |