Ticker: OCTH CUSIP: 45783Y525 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| HARBOUR INVESTMENTS, INC. | 134,548 | $3,222 |
| Brookstone Capital Management | 58,199 | $1,394 |
| Outlook Wealth Advisors, LLC | 45,002 | $1,078 |
| Trek Financial, LLC | 39,825 | $954 |
| Whipplewood Advisors, LLC | 31,643 | $758 |
| Wealthspire Retirement, LLC | 19,900 | $477 |
| Valtinson Bruner Financial Planning LLC | 16,533 | $396 |
| OLD MISSION CAPITAL LLC | 14,339 | $343 |
| Sunbelt Securities, Inc. | 14,163 | $339 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12,743 | $305 |
| Allworth Financial LP | 10,866 | $260 |
| Foundations Investment Advisors, LLC | 10,803 | $259 |
| COMMONWEALTH EQUITY SERVICES, LLC | 10,798 | $259 |
| WINNOW WEALTH LLC | 5,348 | $128 |
| HARBOR INVESTMENT ADVISORY, LLC | 4,210 | $101 |
| Steward Partners Investment Advisory, LLC | 4,210 | $101 |
| Ronald Blue Trust, Inc. | 3,040 | $73 |
| Motiv8 Investments LLC | 1,787 | $0 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 800 | $19 |
| Pinnacle Wealth Planning Services, Inc. | 633 | $15 |
| CoreCap Advisors, LLC | 518 | $12 |
| Farther Finance Advisors, LLC | 500 | $12 |
| OSAIC HOLDINGS, INC. | 122 | $3 |
| AE Wealth Management LLC | 94 | $2 |
| UBS Group AG | 35 | $1 |
| Wealth Watch Advisors, INC | 28 | $1 |
| Total (26 institutions) | 440,687 | $10,510 |